Certara CERT Institutional Ownership

NASDAQ CERT

$9.26 +0.13 (+1.42%)

At close: Sep 29, 2026 · 4:00 PM EDT

Institutions by Trading Activity

240 Institutions

Increased 150 62.5%

Unchanged 25 10.4%

Reduced 65 27.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

87.75%

▲+2.20 pp QoQ

Shares Held by Institutions

135.45Mn

of 154.36Mn outstanding

▲+15.70% QoQ

Shares Outstanding

154.36Mn

18.90Mn held outside 13F filers

Institutional Investors

240

filed 13F for Jun 2026

▼-13 vs prior quarter

Net Shares Added (QoQ)

+18.38Mn

accumulated since last quarter

Value of Holdings

$1.24Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Certara, Inc. (NASDAQ:CERT) showed up in the 13F filings of 240 institutional investors as of June 2026.

These investors held 87.8% of outstanding shares in June 2026, up from 85.6% in March 2026.
They increased total shares held in Certara by 15.7% from the prior quarter, while the number of investors in CERT increased 2.13% year over year.
Of these 240 holders, 150 added to their stakes in Certara, 65 trimmed positions, and 25 made no changes.
The aggregate institutional position in Certara amounted to 135.45Mn shares as of June 2026, up by 18.38Mn shares quarter on quarter, and up 10.61Mn shares year over year.
BlackRock, Inc. is the top holder of Certara as of June 30, 2026, with 18.82Mn shares representing 12.19% of outstanding stock.
The largest buyers of Certara for the quarter ending June 2026 were Haveli Investment Management LLC (7.4Mn), BlackRock, Inc. (4.51Mn), SYSTEMATIC FINANCIAL MANAGEMENT LP (1.89Mn), Boston Partners (1.68Mn), AQR CAPITAL MANAGEMENT LLC (1.59Mn).
The largest sellers of Certara for the quarter ending June 2026 were ArrowMark Colorado Holdings LLC (3.59Mn), CITADEL ADVISORS LLC (3.45Mn), DIMENSIONAL FUND ADVISORS LP (2.54Mn), Raymond James Financial Inc (1.22Mn), WASATCH ADVISORS LP (973.34K).
Per Business Quant data, the top 10 holders of Certara for the quarter ending June 2026 are BlackRock, Inc. (18.82Mn), DEERFIELD MANAGEMENT COMPANY, L.P. (7.51Mn), Haveli Investment Management LLC (7.4Mn), Jefferies Financial Group Inc. (7.09Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (7.06Mn), DIMENSIONAL FUND ADVISORS LP (6.02Mn), VANGUARD CAPITAL MANAGEMENT LLC (5.28Mn), State Street Corp (4.82Mn), WASATCH ADVISORS LP (4.3Mn), GEODE CAPITAL MANAGEMENT, LLC (3.14Mn).

Form 13F Holdings

240 Institutional Holders

Report period 30 Jun, 2026

Total shares held 135.45Mn

Of outstanding 87.75%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	18,818,180	12.19%	▲4,510,302	+31.52%	$123.26Mn
2	DEERFIELD MANAGEMENT COMPANY, L.P.	0001009258	7,512,928	4.87%	▼295,677	-3.79%	$49.21Mn
3	Haveli Investment Management LLC	0002022286	7,400,000	4.79%	▲7,400,000	0.00%	$48.47Mn
4	Jefferies Financial Group Inc.	0000096223	7,091,051	4.59%	▲232,842	+3.40%	$46.45Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	7,056,106	4.57%	▲1,086,910	+18.21%	$46.22Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	6,022,686	3.90%	▼2,539,822	-29.66%	$39.45Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	5,283,180	3.42%	▼77,249	-1.44%	$34.60Mn
8	State Street Corp	0000093751	4,821,805	3.12%	▲881,310	+22.37%	$31.58Mn
9	WASATCH ADVISORS LP	0000814133	4,298,825	2.78%	▼973,341	-18.46%	$28.16Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,141,689	2.04%	▲1,027,133	+48.57%	$20.58Mn
11	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	0001009016	2,864,204	1.86%	▲188,661	+7.05%	$18.76Mn
12	ROYCE & ASSOCIATES LP	0000906304	2,756,026	1.79%	▲1,540,975	+126.82%	$18.05Mn
13	UBS Group AG	0001610520	2,666,456	1.73%	▼754,176	-22.05%	$17.47Mn
14	MILLENNIUM MANAGEMENT LLC	0001273087	2,555,126	1.66%	▲1,299,182	+103.44%	$16.74Mn
15	Morgan Stanley	0000895421	2,551,111	1.65%	▼689,106	-21.27%	$16.71Mn
16	FIRST TRUST ADVISORS LP	0001125816	2,424,222	1.57%	▲1,508,738	+164.80%	$15.88Mn
17	AQR CAPITAL MANAGEMENT LLC	0001167557	2,160,167	1.40%	▲1,589,441	+278.49%	$13.76Mn
18	Ameriprise Financial Inc	0000820027	2,030,844	1.32%	▼217,015	-9.65%	$13.30Mn
19	T. Rowe Price Investment Management, Inc.	0001897612	1,998,373	1.29%	▲660,746	+49.40%	$13.09K
20	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,892,050	1.23%	▲1,892,050	0.00%	$12.39Mn

Showing 1 to 20 of 240 holders