CertaraCERT

13F holders, Q1 2024 (March 31)
220holders
7famous investors
$17.89avg. 13F price*

At the end of Q1 2024, 220 institutions reported holding Certara Inc. (CERT) in their 13F filings. The largest holders were BlackRock Inc. ($250.1M), Vanguard Group Inc. ($224.5M) and Mubadala Investment Co PJSC ($171.9M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).

Company
Certara Inc.
CUSIP
15687V109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 220Q1 2024Q2 2024: 216Q2 2024Q3 2024: 227Q3 2024Q4 2024: 223Q4 2024Q1 2025: 240Q1 2025Q2 2025: 236Q2 2025Q3 2025: 242Q3 2025Q4 2025: 256Q4 2025Q1 2026: 257Q1 2026Q2 2026: 241Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions26$38.6M
Exits20$18.9M

Ownership 220 holders

BlackRock Inc. 0.01% Add +0.2% 13,988,826 $250.1M
Vanguard Group Inc. 0.00% Add +0.1% 12,555,380 $224.5M
Mubadala Investment Co PJSC 0.67% No change 9,615,384 $171.9M
Baillie Gifford & Co. 0.12% Reduce -4.3% 8,537,544 $152.7M
William Blair Investment Management, LLC 0.26% Reduce -18.8% 5,719,790 $102.3M
Wasatch Advisors LP 0.46% Add +23.4% 4,924,845 $88.1M
Geneva Capital Management LLC 1.38% Add +15.2% 4,404,199 $78.7M
JPMorgan Chase & Co. 0.01% Add +8.8% 4,359,145 $77.9M
Clearbridge Investments, LLC 0.06% Add +0.8% 4,173,195 $74.6M
State Street Corp. 0.00% Add +2.0% 3,557,641 $63.6M
ArrowMark Colorado Holdings LLC 0.71% Reduce -16.1% 3,527,926 $63.1M
T. Rowe Price Investment Management, Inc. 0.04% Add +28.6% 3,202,298 $57.3M
Riverbridge Partners LLC 0.61% Add +0.1% 2,818,511 $50.4M
Dimensional Fund Advisors LP 0.01% Add +10.4% 2,805,928 $50.2M
Massachusetts Financial Services Co. 0.01% Reduce -2.3% 2,525,444 $45.2M
Ameriprise Financial Inc. 0.01% Reduce -0.3% 2,200,135 $39.3M
Geode Capital Management, LLC 0.00% Add +3.9% 1,869,034 $33.4M
Franklin Resources Inc. 0.01% Reduce -2.3% 1,778,934 $31.8M
London Co. of Virginia 0.15% New 1,626,716 $29.1M
Royal Bank of Canada 0.01% Reduce -2.3% 1,377,165 $24.6M
Northern Trust Corp. 0.00% Add +1.3% 1,284,344 $23.0M
Granite Investment Partners, LLC 0.83% Reduce -0.7% 1,213,222 $21.7M
Baron Capital (BAMCO) 0.05% Add +1.4% 1,085,950 $19.4M
Morgan Stanley 0.00% Add +25.6% 943,267 $16.9M
Bank of New York Mellon Corp 0.00% Reduce -7.8% 824,639 $14.7M
Rathbones Group PLC 0.08% Add +0.0% 757,590 $13.5M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -0.2% 747,294 $13.4M
Bank of America Corp. 0.00% Add +57.1% 741,965 $13.3M
Sei Investments Co. 0.02% Add +12.4% 715,514 $12.8M
Charles Schwab Investment Management Inc. 0.00% Add +8.1% 687,220 $12.3M
Glenmede Trust Co. NA 0.06% Add +8.4% 668,447 $12.0M
2Xideas AG 1.32% Reduce -18.9% 602,684 $10.8M
Principal Financial Group Inc. 0.01% Add +0.0% 554,619 $9.9M
Norges Bank 0.00% Reduce -34.4% 531,644 $9.5M
Envestnet Asset Management Inc. 0.00% Add +70.7% 530,257 $9.5M
TimesSquare Capital Management, LLC 0.14% Add +2.2% 520,390 $9.3M
Daventry Group, LP 3.70% No change 517,167 $9.2M
Silvercrest Asset Management Group LLC 0.06% Add +27.3% 516,300 $9.2M
Pembroke Management, LTD 0.93% Reduce -3.2% 441,600 $7.9M
Invesco Ltd. 0.00% Reduce -0.3% 416,013 $7.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -14.6% 410,470 $7.3M
Scout Investments, Inc. 0.15% Reduce -6.0% 346,750 $6.2M
Polar Asset Management Partners Inc. 0.22% Add +34.4% 343,834 $6.1M
First Trust Advisors LP 0.01% Add +0.7% 339,499 $6.1M
Nuveen Asset Management, LLC 0.00% Reduce -0.9% 311,593 $5.6M
Legal & General Group Plc 0.00% Reduce -0.3% 303,142 $5.4M
FMR LLC 0.00% Add +0.1% 294,347 $5.3M
Rhumbline Advisers 0.00% Reduce -4.1% 282,489 $5.1M
Granahan Investment Management, LLC 0.14% Reduce -5.9% 229,150 $4.1M
Swiss National Bank 0.00% No change 220,400 $3.9M
Intrinsic Edge Capital Management LLC 0.33% New 220,000 $3.9M
Public Sector Pension Investment Board 0.03% Reduce -1.2% 219,520 $3.9M
Guggenheim Capital LLC 0.03% Add +0.8% 217,599 $3.9M
AXA S.A. 0.01% Reduce -16.6% 216,776 $3.9M
Credit Suisse AG/ 0.00% Reduce -20.6% 213,056 $3.8M
New York State Common Retirement Fund 0.00% Reduce -16.3% 200,672 $3.6M
State of Alaska, Department of Revenue 0.04% Reduce -0.3% 200,272 $3.6M
Gotham Asset Management 0.05% Add +33.3% 199,329 $3.6M
Bridgewater Associates 0.02% Reduce -11.5% 193,551 $3.5M
State of New Jersey Common Pension Fund D 0.01% No change 168,633 $3.0M
Advantage Alpha Capital Partners LP 0.55% Add +1.9% 164,629 $2.9M
Thrivent Financial for Lutherans 0.01% Reduce -0.8% 160,413 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 159,821 $2.9M
Alliancebernstein L.P. 0.00% Add +188.4% 150,584 $2.7M
State Board of Administration of Florida Retirement System 0.01% Reduce -3.0% 104,873 $2.5M
Oppenheimer Asset Management Inc. 0.04% Reduce -1.6% 135,744 $2.4M
Jane Street Group, LLC 0.00% Add +34.9% 134,660 $2.4M
Select Equity Group, L.P. 0.01% Reduce -3.2% 132,913 $2.4M
M&T Bank Corp 0.01% Reduce -1.8% 132,622 $2.4M
EFG Asset Management (North America) Corp. 0.40% Add +24.2% 128,307 $2.3M
Janus Henderson Group PLC 0.00% Add +2.9% 127,399 $2.3M
Prudential Financial Inc. 0.00% Reduce -2.6% 118,005 $2.1M
California State Teachers Retirement System 0.00% Reduce -5.6% 112,762 $2.0M
Motley Fool Asset Management LLC 0.11% Add +97.5% 98,566 $1.8M
Bellevue Group AG 0.03% Add +5.2% 95,924 $1.7M
Texas Permanent School Fund Corp. 0.01% Add +1.3% 93,729 $1.7M
AQR Capital Management 0.00% Reduce -29.8% 92,713 $1.7M
LPL Financial LLC 0.00% Add +43.9% 92,439 $1.7M
TD Asset Management Inc 0.00% Add +33.9% 91,692 $1.6M
Deutsche Bank AG 0.00% Add +1.7% 88,681 $1.6M
Raymond James & Associates 0.00% Add +41.8% 82,770 $1.5M
Russell Investments Group, Ltd. 0.00% Add +1.6% 77,753 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +16.8% 74,686 $1.3M
New York State Teachers Retirement System 0.00% Reduce -1.7% 74,673 $1.3M
Citigroup Inc. 0.00% Add +10.5% 73,656 $1.3M
Zions Bancorporation, N.A. 0.09% Add +54.1% 67,052 $1.2M
Wells Fargo & Company 0.00% Add +64.7% 65,280 $1.2M
Harbor Capital Advisors, Inc. 0.14% New 60,388 $1.1M
T. Rowe Price Associates Inc. 0.00% Add +6.6% 58,899 $1.1M
Federation des caisses Desjardins du Quebec 0.01% No change 57,867 $1.0M
State of Tennessee, Department of Treasury 0.00% Reduce -15.6% 54,727 $979K
Illinois Municipal Retirement Fund 0.01% Reduce -7.5% 53,953 $965K
Treasurer of the State of North Carolina 0.00% Add +0.7% 53,324 $953K
Louisiana State Employees Retirement System 0.02% Reduce -1.1% 53,000 $948K
Comerica Bank 0.00% Reduce -4.6% 52,898 $946K
Citadel Advisors 0.00% Reduce -3.4% 52,868 $945K
Yousif Capital Management, LLC 0.01% Reduce -9.0% 48,804 $873K
Public Employees Retirement System of Ohio 0.00% Reduce -8.6% 45,698 $817K
Maryland State Retirement & Pension System 0.02% Reduce -0.7% 47,397 $807K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 43,477 $777K
Townsquare Capital LLC 0.01% Add +8.7% 42,857 $766K
Landscape Capital Management, L.L.C. 0.07% Add +313.6% 41,809 $748K
Mariner, LLC 0.00% Add +82.0% 41,221 $737K
Eisler Capital (US) LLC 0.25% New 40,644 $727K
Barclays PLC 0.00% Add +22.8% 40,594 $726K
Voya Investment Management LLC 0.00% Reduce -15.7% 38,640 $691K
Amalgamated Bank 0.01% Reduce -25.0% 36,934 $660K
Goldman Sachs Group Inc. 0.00% Reduce -36.7% 36,543 $653K
Teachers Retirement System of the State of Kentucky 0.01% No change 35,157 $629K
First Hawaiian Bank 0.02% New 34,581 $618K
Victory Capital Management Inc. 0.00% Reduce -19.7% 33,289 $595K
Gsa Capital Partners LLP 0.05% New 31,960 $571K
HighTower Advisors, LLC 0.00% Add +17.8% 31,302 $571K
Commerce Bank 0.00% Reduce -0.5% 31,347 $560K
Millennium Management 0.00% Add +208.1% 31,165 $557K
Arizona State Retirement System 0.00% Reduce -1.6% 30,750 $550K
Campbell & CO Investment Adviser LLC 0.05% Add +73.4% 29,400 $526K
Two Sigma Advisers, LP 0.00% Reduce -36.0% 29,400 $526K
Stifel Financial Corp. 0.00% New 28,703 $513K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.6% 28,631 $512K
Trust Point Inc. 0.04% Add +38.6% 25,250 $451K
Natixis Advisors, LLC 0.00% Add +5.1% 25,146 $450K
Susquehanna International Group, LLP 0.00% Reduce -8.4% 25,117 $449K
Balyasny Asset Management L.P. 0.00% Add +28.9% 24,168 $432K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 23,128 $414K
Manufacturers Life Insurance Company, The 0.00% Add +44.1% 21,896 $392K
E. Ohman J:or Asset Management AB 0.01% Reduce -93.2% 21,424 $383K
UBS Group AG 0.00% Add +305.5% 21,042 $376K
Blair William & Co. 0.00% Reduce -83.7% 20,616 $369K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 19,854 $355K
Captrust Financial Advisors 0.00% Reduce -5.1% 18,980 $339K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 18,450 $330K
Bank of Montreal 0.00% Add +1.4% 17,563 $319K
Premier Fund Managers Ltd 0.01% Add +6.5% 17,621 $310K
Amundi 0.00% Add +32.2% 18,777 $304K
XTX Topco Ltd 0.04% New 16,828 $301K
Atria Wealth Solutions, Inc. 0.00% New 16,792 $300K
US Bancorp \de 0.00% Reduce -19.7% 16,495 $295K
Commonwealth Equity Services, LLC 0.00% Reduce -22.9% 15,587 $279K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.6% 15,420 $276K
KLR Investment Advisors, LLC 0.19% Reduce -6.9% 16,587 $268K
Nicolet Advisory Services, LLC 0.03% New 14,318 $265K
Handelsbanken Fonder AB 0.00% No change 14,800 $265K
Truist Financial Corp. 0.00% Add +3.2% 14,406 $258K
Man Group plc 0.00% Reduce -62.7% 14,114 $252K
Capstone Investment Advisors, LLC 0.01% New 13,711 $245K
ExodusPoint Capital Management, LP 0.00% New 13,534 $242K
Cresset Asset Management, LLC 0.00% New 13,046 $233K
Nisa Investment Advisors, LLC 0.00% No change 12,900 $231K
Quaker Wealth Management, LLC 0.09% No change 12,535 $224K
Praxis Investment Management Inc. 0.01% No change 12,320 $220K
Pictet Asset Management Holding SA 0.00% No change 11,896 $213K
Cerity Partners LLC 0.00% New 11,597 $207K
FDx Advisors, Inc. 0.03% Add +0.1% 11,495 $206K
Icon Wealth Advisors, LLC 0.02% Reduce -10.4% 11,495 $206K
GAMCO Investors 0.00% No change 11,000 $197K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,581 $189K
PNC Financial Services Group, Inc. 0.00% Add +45.7% 9,425 $169K
Pension & Wealth Management Advisors, Inc. 0.11% No change 9,247 $165K
Tower Research Capital LLC (TRC) 0.00% Add +0.5% 8,899 $159K
State of Wyoming 0.03% Add +63.5% 8,745 $156K
Osaic Holdings, Inc. 0.00% Reduce -36.2% 6,487 $116K
American International Group, Inc. 0.00% Reduce -1.1% 6,315 $113K
Parkside Financial Bank & Trust 0.02% Add +14.3% 5,317 $95K
MetLife Investment Management, LLC 0.00% Add +0.3% 4,113 $74K
Advisors Asset Management, Inc. 0.00% Reduce -35.9% 3,120 $56K
Pacer Advisors, Inc. 0.00% Reduce -75.7% 3,096 $55K
KBC Group NV 0.00% No change 2,917 $52K
Fifth Third Bancorp 0.00% Add +3.9% 2,287 $41K
First Horizon Advisors, Inc. 0.00% Add +7.4% 1,936 $35K
Global Retirement Partners, LLC 0.00% Add +5306.3% 1,730 $31K
Park Place Capital Corp 0.01% Add +36.5% 1,675 $30K
Whittier Trust Co. 0.00% New 1,288 $23K
Aquatic Capital Management LLC 0.00% New 1,000 $18K
Mather Group, Llc. 0.00% New 778 $14K
Planning Capital Management Corp 0.01% No change 650 $12K
GAMMA Investing LLC 0.00% Add +38.6% 603 $11K
Cwm, LLC 0.00% Reduce -9.6% 586 $10K
EverSource Wealth Advisors, LLC 0.00% Add +794.7% 510 $9K
Catalyst Funds Management Pty Ltd 0.00% — 400 $7K
Signaturefd, LLC 0.00% Add +97.3% 365 $7K
Sunbelt Securities, Inc. 0.00% No change 325 $6K
Venturi Wealth Management, LLC 0.00% No change 309 $6K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.2% 306 $5K
Washington Trust Advisors, Inc. 0.00% No change 266 $5K
Versant Capital Management, Inc 0.00% No change 253 $5K
Quadrant Capital Group LLC 0.00% Add +505.3% 230 $4K
TD Private Client Wealth LLC 0.00% Add +204.2% 216 $4K
Parallel Advisors, LLC 0.00% No change 208 $4K
Lindbrook Capital, LLC 0.00% No change 192 $3K
National Bank of Canada 0.00% No change 200 $3K
Quent Capital, LLC 0.00% Reduce -34.4% 185 $3K
Bessemer Group Inc. 0.00% No change 175 $3K
Huntington National Bank 0.00% Reduce -0.7% 143 $3K
Avior Wealth Management, LLC 0.00% New 139 $2K
CIBC Private Wealth Group LLC 0.00% New 135 $2K
Activest Wealth Management 0.00% New 131 $2K
Pineridge Advisors LLC 0.00% Reduce -92.0% 129 $2K
Farther Finance Advisors, LLC 0.00% No change 110 $2K
Spire Wealth Management 0.00% No change 106 $2K
Bellevue Asset Management, LLC 0.00% No change 101 $2K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $2K
First Manhattan Co. Llc. 0.00% No change 100 $2K
SYSTM Wealth Solutions LLC 0.00% No change 96 $2K
Beacon Capital Management, LLC 0.00% New 86 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 84 $2K
AlphaQuest LLC 0.00% New 83 $1K
Farmers & Merchants Investments Inc. 0.00% No change 80 $1K
Toth Financial Advisory Corp. 0.00% New 75 $1K
Avion Wealth 0.00% New 27 $1K
UMB Bank, n.a. 0.00% New 43 $769
Sachetta, LLC 0.00% No change 30 $528
JFS Wealth Advisors, LLC 0.00% No change 24 $430
Allspring Global Investments Holdings, LLC 0.00% No change 20 $357
Abound Wealth Management 0.00% No change 15 $269
SJS Investment Consulting Inc. 0.00% Add +42.9% 10 $179
Allworth Financial LP 0.00% No change 9 $161
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $90
Capital Advisors, Ltd. LLC 0.00% No change 24 $0
Covestor Ltd 0.00% Reduce -99.8% 9 $0

"% of holder's portfolio" is CERT's weight in each manager's 13F, not the share of Certara Inc. the manager owns.