CertaraCERT

13F holders, Q2 2024 (June 30)
216holders −4
26new positions
28sold out
6famous investors
$13.85avg. 13F price*

At the end of Q2 2024, 216 institutions reported holding Certara Inc. (CERT) in their 13F filings, down 4 from Q1 2024. 26 opened new positions and 28 sold out. The largest holders were BlackRock Inc. ($185.9M), Vanguard Group Inc. ($173.1M) and Mubadala Investment Co PJSC ($133.2M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ron Baron (0.0% of Baron Capital (BAMCO)'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 → Q2 2024

InstitutionsTotal Value
New Positions26$13.2M
Exits28$14.7M

All 13F filers, Q1 2024 → Q2 2024: 7,445,501 shares bought and 7,394,909 shares sold, net +50,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 216 holders

BlackRock Inc. 0.00% Reduce -4.0% 13,423,380 $185.9M
Vanguard Group Inc. 0.00% Reduce -0.5% 12,499,032 $173.1M
Mubadala Investment Co PJSC 0.54% No change 9,615,384 $133.2M
Baillie Gifford & Co. 0.09% Reduce -2.1% 8,357,301 $115.7M
Wasatch Advisors LP 0.55% Add +49.5% 7,364,865 $102.0M
Geneva Capital Management LLC 1.38% Add +24.3% 5,472,817 $75.8M
William Blair Investment Management, LLC 0.19% Reduce -8.8% 5,216,888 $72.3M
Clearbridge Investments, LLC 0.05% Reduce -2.1% 4,087,397 $56.6M
JPMorgan Chase & Co. 0.00% Reduce -7.1% 4,049,295 $56.1M
State Street Corp. 0.00% Reduce -0.0% 3,557,288 $49.3M
ArrowMark Colorado Holdings LLC 0.58% Reduce -1.3% 3,483,054 $48.2M
T. Rowe Price Investment Management, Inc. 0.03% Add +4.8% 3,354,430 $46.5M
Dimensional Fund Advisors LP 0.01% Add +9.7% 3,079,023 $42.6M
Massachusetts Financial Services Co. 0.01% Add +9.8% 2,773,892 $38.4M
Riverbridge Partners LLC 0.50% Reduce -6.4% 2,638,667 $36.5M
Geode Capital Management, LLC 0.00% Add +1.9% 1,905,327 $26.4M
Franklin Resources Inc. 0.01% Reduce -1.9% 1,745,471 $24.2M
Royal Bank of Canada 0.00% Add +7.3% 1,477,253 $20.5M
London Co. of Virginia 0.11% Reduce -14.2% 1,395,579 $19.3M
Daventry Group, LP 8.09% Add +153.0% 1,308,572 $18.1M
Northern Trust Corp. 0.00% Reduce -3.5% 1,238,853 $17.2M
Granite Investment Partners, LLC 0.62% Reduce -11.0% 1,079,969 $15.0M
Sei Investments Co. 0.02% Add +39.5% 997,871 $13.8M
Morgan Stanley 0.00% Reduce -0.5% 938,354 $13.0M
TimesSquare Capital Management, LLC 0.20% Add +78.2% 927,565 $12.8M
Bank of America Corp. 0.00% Add +10.5% 820,017 $11.4M
Bank of New York Mellon Corp 0.00% Reduce -1.2% 814,599 $11.3M
Kayne Anderson Rudnick Investment Management LLC 0.03% Add +8.4% 810,206 $11.2M
Rathbones Group PLC 0.06% Reduce -0.0% 757,290 $10.5M
Boone Capital Management LLC 2.60% New 718,983 $10.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.1% 686,855 $9.5M
Glenmede Trust Co. NA 0.05% Add +1.1% 675,471 $9.4M
2Xideas AG 1.11% Add +6.9% 644,328 $8.9M
Envestnet Asset Management Inc. 0.00% Add +8.2% 573,660 $7.9M
Principal Financial Group Inc. 0.00% Reduce -4.5% 529,950 $7.3M
Silvercrest Asset Management Group LLC 0.05% Add +1.4% 523,439 $7.2M
Ameriprise Financial Inc. 0.00% Reduce -79.8% 445,192 $6.2M
Pembroke Management, LTD 0.76% Reduce -8.0% 406,324 $5.6M
Invesco Ltd. 0.00% Reduce -2.8% 404,578 $5.6M
Norges Bank 0.00% Reduce -24.9% 399,541 $5.5M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -17.5% 338,760 $4.7M
Scout Investments, Inc. 0.12% Reduce -8.7% 316,438 $4.4M
Legal & General Group Plc 0.00% Reduce -1.5% 298,670 $4.1M
FMR LLC 0.00% Reduce -1.0% 291,299 $4.0M
Nuveen Asset Management, LLC 0.00% Reduce -9.5% 282,017 $3.9M
Rhumbline Advisers 0.00% Reduce -8.1% 259,690 $3.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +60.9% 257,106 $3.6M
Granahan Investment Management, LLC 0.14% Add +6.4% 243,873 $3.4M
Baron Capital (BAMCO) 0.01% Reduce -77.9% 240,000 $3.3M
Public Sector Pension Investment Board 0.02% Add +8.0% 237,075 $3.3M
Swiss National Bank 0.00% No change 220,400 $3.1M
AXA S.A. 0.01% No change 216,776 $3.0M
Guggenheim Capital LLC 0.02% Reduce -3.9% 209,182 $2.9M
New York State Common Retirement Fund 0.00% Add +0.5% 201,646 $2.8M
State of Alaska, Department of Revenue 0.03% Reduce -1.0% 198,300 $2.7M
Oppenheimer Asset Management Inc. 0.04% Add +45.7% 197,724 $2.7M
Janus Henderson Group PLC 0.00% Add +49.0% 189,870 $2.6M
Bridgewater Associates 0.01% Reduce -14.1% 166,286 $2.3M
Select Equity Group, L.P. 0.01% Add +19.6% 159,008 $2.2M
Jane Street Group, LLC 0.00% Add +6.7% 143,661 $2.0M
M&T Bank Corp 0.01% Reduce -2.8% 128,926 $1.8M
Polar Asset Management Partners Inc. 0.07% Reduce -64.3% 122,900 $1.7M
EFG Asset Management (North America) Corp. 0.28% Reduce -7.7% 118,419 $1.6M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 114,037 $1.6M
Prudential Financial Inc. 0.00% Reduce -4.5% 112,731 $1.6M
California State Teachers Retirement System 0.00% Reduce -2.6% 109,879 $1.5M
State Board of Administration of Florida Retirement System 0.00% Add +3.1% 108,147 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +42.2% 106,219 $1.5M
TD Asset Management Inc 0.00% Add +10.9% 101,728 $1.4M
Bellevue Group AG 0.02% No change 95,924 $1.3M
Thrivent Financial for Lutherans 0.00% Reduce -44.2% 89,459 $1.2M
Motley Fool Asset Management LLC 0.08% Reduce -11.7% 87,024 $1.2M
Raymond James & Associates 0.00% Reduce -0.8% 82,127 $1.1M
LPL Financial LLC 0.00% Reduce -11.9% 81,476 $1.1M
Deutsche Bank AG 0.00% Reduce -8.6% 81,073 $1.1M
Gotham Asset Management 0.01% Reduce -60.1% 79,578 $1.1M
Citigroup Inc. 0.00% Add +4.6% 77,053 $1.1M
Russell Investments Group, Ltd. 0.00% No change 77,753 $1.1M
New York State Teachers Retirement System 0.00% Reduce -4.3% 71,471 $990K
Zions Bancorporation, N.A. 0.07% Reduce -3.3% 64,816 $898K
Illinois Municipal Retirement Fund 0.01% Add +17.8% 63,556 $880K
T. Rowe Price Associates Inc. 0.00% Add +7.5% 63,297 $877K
Eisler Capital (US) LLC 0.16% Add +48.5% 60,355 $836K
Goldman Sachs Group Inc. 0.00% Add +62.9% 59,510 $824K
Avantax Advisory Services, Inc. 0.01% New 56,456 $782K
State of Tennessee, Department of Treasury 0.00% Add +0.7% 55,089 $763K
Alliancebernstein L.P. 0.00% Reduce -63.8% 54,449 $754K
Louisiana State Employees Retirement System 0.01% Add +2.3% 54,200 $751K
Treasurer of the State of North Carolina 0.00% Reduce -1.9% 52,331 $725K
Federation des caisses Desjardins du Quebec 0.00% Reduce -9.6% 52,340 $725K
Comerica Bank 0.00% Reduce -8.5% 48,413 $671K
Townsquare Capital LLC 0.01% Add +8.7% 46,582 $645K
Maryland State Retirement & Pension System 0.01% Reduce -2.1% 46,379 $642K
Public Employees Retirement System of Ohio 0.00% Add +0.3% 45,854 $635K
Yousif Capital Management, LLC 0.01% Reduce -10.0% 43,918 $608K
Ensign Peak Advisors, Inc 0.00% No change 43,477 $602K
Mariner, LLC 0.00% Reduce -2.0% 40,400 $560K
Millennium Management 0.00% Add +18.9% 37,056 $513K
Amalgamated Bank 0.00% Reduce -3.1% 35,804 $496K
Teachers Retirement System of the State of Kentucky 0.00% No change 35,157 $487K
First Hawaiian Bank 0.02% No change 34,581 $479K
Commerce Bank 0.00% No change 31,347 $434K
Arizona State Retirement System 0.00% Add +1.9% 31,327 $434K
UBS Group AG 0.00% Add +46.5% 30,832 $427K
Stifel Financial Corp. 0.00% Add +5.8% 30,353 $420K
Voya Investment Management LLC 0.00% Reduce -27.3% 28,106 $389K
HighTower Advisors, LLC 0.00% Reduce -9.5% 28,316 $387K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +36.0% 27,012 $374K
Trust Point Inc. 0.03% Add +3.6% 26,149 $362K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.7% 26,131 $362K
Campbell & CO Investment Adviser LLC 0.03% Reduce -12.0% 25,874 $358K
Choreo, LLC 0.01% New 25,513 $348K
Citadel Advisors 0.00% Reduce -53.0% 24,824 $344K
Barclays PLC 0.00% Reduce -41.8% 23,645 $327K
Nicolet Advisory Services, LLC 0.03% Add +62.7% 23,300 $323K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.4% 23,221 $322K
Manufacturers Life Insurance Company, The 0.00% Add +4.5% 22,871 $317K
Squarepoint Ops LLC 0.00% New 22,468 $311K
Victory Capital Management Inc. 0.00% Reduce -32.9% 22,347 $310K
First Trust Advisors LP 0.00% Reduce -93.5% 22,094 $306K
Captrust Financial Advisors 0.00% Add +14.7% 21,766 $301K
Natixis Advisors, LLC 0.00% Reduce -17.1% 20,856 $289K
Two Sigma Investments, LP 0.00% New 19,431 $269K
Two Sigma Advisers, LP 0.00% Reduce -35.7% 18,900 $262K
Bank of Montreal 0.00% Add +4.5% 18,361 $254K
Mutual of America Capital Management LLC 0.00% Reduce -4.0% 17,713 $245K
Blair William & Co. 0.00% Reduce -14.4% 17,655 $245K
Premier Fund Managers Ltd 0.01% No change 17,621 $241K
Harbor Capital Advisors, Inc. 0.02% Reduce -71.8% 17,008 $236K
Amundi 0.00% Reduce -12.4% 16,440 $228K
SG Americas Securities, LLC 0.00% New 16,312 $226K
Atria Investments, Inc 0.00% New 16,242 $225K
US Bancorp \de 0.00% Reduce -2.0% 16,162 $224K
Public Employees Retirement Association of Colorado 0.00% No change 15,420 $214K
Praxis Investment Management Inc. 0.01% No change 12,320 $211K
Handelsbanken Fonder AB 0.00% Add +2.7% 15,200 $211K
PNC Financial Services Group, Inc. 0.00% Add +58.3% 14,920 $207K
Truist Financial Corp. 0.00% Add +0.1% 14,416 $200K
Nisa Investment Advisors, LLC 0.00% Add +3.8% 13,385 $185K
Claret Asset Management Corp 0.03% New 13,354 $185K
Cresset Asset Management, LLC 0.00% Add +2.1% 13,318 $184K
Quantinno Capital Management LP 0.00% New 12,229 $169K
Pictet Asset Management Holding SA 0.00% No change 11,896 $165K
MQS Management LLC 0.10% New 11,710 $162K
GAMCO Investors 0.00% Add +4.5% 11,500 $159K
Algert Global LLC 0.01% New 11,267 $156K
Intech Investment Management LLC 0.00% New 10,964 $152K
Icon Wealth Advisors, LLC 0.01% Reduce -18.2% 9,405 $147K
Vident Advisory, LLC 0.00% New 10,517 $146K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.2% 10,238 $142K
XTX Topco Ltd 0.01% Reduce -39.6% 10,164 $141K
Pension & Wealth Management Advisors, Inc. 0.07% No change 9,247 $128K
State of Wyoming 0.02% Add +0.7% 8,803 $122K
Pacer Advisors, Inc. 0.00% Add +135.8% 7,301 $101K
Parkside Financial Bank & Trust 0.01% Add +8.3% 5,759 $80K
Corebridge Financial, Inc. 0.00% — 5,457 $76K
Osaic Holdings, Inc. 0.00% Reduce -31.5% 4,445 $62K
KBC Group NV 0.00% Add +12.8% 3,289 $46K
Innealta Capital, LLC 0.01% New 2,568 $36K
Fifth Third Bancorp 0.00% Add +6.7% 2,441 $34K
Blue Trust, Inc. 0.00% New 1,849 $33K
MetLife Investment Management, LLC 0.00% Reduce -47.6% 2,154 $30K
First Horizon Advisors, Inc. 0.00% Reduce -1.7% 1,903 $26K
Wells Fargo & Company 0.00% Reduce -97.2% 1,858 $26K
Global Retirement Partners, LLC 0.00% No change 1,730 $24K
Advisors Asset Management, Inc. 0.00% Reduce -47.3% 1,644 $23K
Steward Partners Investment Advisory, LLC 0.00% New 1,319 $18K
Park Place Capital Corp 0.01% Reduce -26.8% 1,227 $17K
Mather Group, Llc. 0.00% No change 778 $14K
Planning Capital Management Corp 0.01% No change 650 $9K
GAMMA Investing LLC 0.00% Add +5.0% 633 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.2% 610 $8K
Venturi Wealth Management, LLC 0.00% Add +52.8% 472 $7K
Signaturefd, LLC 0.00% Add +20.8% 441 $6K
Cwm, LLC 0.00% Reduce -22.9% 452 $6K
Quent Capital, LLC 0.00% Add +129.7% 425 $6K
Concourse Financial Group Securities, Inc. 0.00% No change 306 $4K
Macquarie Group Ltd. 0.00% New 303 $4K
Smartleaf Asset Management LLC 0.00% New 295 $4K
TD Private Client Wealth LLC 0.00% Add +32.4% 286 $4K
Financial Network Wealth Advisors LLC 0.00% New 272 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -52.5% 242 $4K
Washington Trust Advisors, Inc. 0.00% No change 266 $4K
Parallel Advisors, LLC 0.00% Add +23.1% 256 $4K
Quadrant Capital Group LLC 0.00% No change 230 $3K
Arax Advisory Partners 0.00% New 211 $3K
National Bank of Canada 0.00% No change 200 $3K
Lindbrook Capital, LLC 0.00% Reduce -6.8% 179 $2K
Huntington National Bank 0.00% Add +4.2% 149 $2K
Bessemer Group Inc. 0.00% No change 175 $2K
Avior Wealth Management, LLC 0.00% No change 139 $2K
Activest Wealth Management 0.00% No change 131 $2K
Pineridge Advisors LLC 0.00% No change 129 $2K
Private Wealth Management Group, LLC 0.00% New 104 $1K
Bellevue Asset Management, LLC 0.00% No change 101 $1K
Farther Finance Advisors, LLC 0.00% Reduce -7.3% 102 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 90 $1K
Beacon Capital Management, LLC 0.00% No change 86 $1K
Spire Wealth Management 0.00% Reduce -18.9% 86 $1K
Triad Wealth Partners, LLC 0.00% New 85 $1K
Farmers & Merchants Investments Inc. 0.00% No change 80 $1K
UMB Bank, n.a. 0.00% Add +11.6% 48 $665
Allspring Global Investments Holdings, LLC 0.00% Add +125.0% 45 $623
Sachetta, LLC 0.00% No change 30 $474
Allworth Financial LP 0.00% Add +166.7% 24 $386
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -72.6% 23 $319
JFS Wealth Advisors, LLC 0.00% Reduce -4.2% 23 $319
MV Capital Management, Inc. 0.00% New 23 $319
Abound Wealth Management 0.00% No change 15 $208
SJS Investment Consulting Inc. 0.00% No change 10 $139
NewEdge Advisors, LLC 0.00% New 8 $111
DiNuzzo Private Wealth, Inc. 0.00% Add +20.0% 6 $84
Larson Financial Group LLC 0.00% New 6 $83
Capital Advisors, Ltd. LLC 0.00% Reduce -33.3% 16 $0
Covestor Ltd 0.00% No change 9 $0

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