CertaraCERT

13F holders, Q4 2024 (December 31)
223holders −4
37new positions
42sold out
7famous investors
$10.65avg. 13F price*

At the end of Q4 2024, 223 institutions reported holding Certara Inc. (CERT) in their 13F filings, down 4 from Q3 2024. 37 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($147.2M), Vanguard Group Inc. ($132.5M) and Wasatch Advisors LP ($95.2M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions37$51.9M
Exits42$182.1M

All 13F filers, Q3 2024 → Q4 2024: 21,194,012 shares bought and 20,912,115 shares sold, net +281,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 223 holders

BlackRock, Inc. 0.00% Add +4.3% 13,825,594 $147.2M
Vanguard Group Inc. 0.00% Add +0.3% 12,437,089 $132.5M
Wasatch Advisors LP 0.47% Reduce -0.9% 8,935,998 $95.2M
Dimensional Fund Advisors LP 0.02% Reduce -1.7% 7,877,507 $83.9M
ArrowMark Colorado Holdings LLC 0.89% Add +164.2% 6,213,278 $66.2M
Geneva Capital Management LLC 1.01% Reduce -0.9% 5,458,600 $58.1M
Teacher Retirement System of Texas 0.17% Add +13.9% 4,557,951 $48.5M
Massachusetts Financial Services Co. 0.01% Add +4.7% 4,083,940 $43.5M
Brown Brothers Harriman & Co. 0.29% Add +63.9% 3,818,613 $40.7M
State Street Corp. 0.00% Add +2.8% 3,781,605 $40.3M
Ameriprise Financial Inc. 0.01% Add +864.0% 3,779,655 $40.3M
JPMorgan Chase & Co. 0.00% Reduce -36.5% 2,458,539 $26.2M
Riverbridge Partners LLC 0.31% Reduce -9.8% 2,164,747 $23.1M
Bank of New York Mellon Corp 0.00% Add +169.0% 1,995,071 $21.2M
Geode Capital Management, LLC 0.00% Reduce -0.6% 1,894,819 $20.2M
Mackenzie Financial Corp. 0.02% New 1,676,238 $17.9M
Daventry Group, LP 6.68% Add +8.4% 1,642,053 $17.5M
Citadel Advisors 0.02% Add +409.9% 1,611,707 $17.2M
Glenmede Trust Co. NA 0.08% Add +24.9% 1,506,894 $16.0M
London Co. of Virginia 0.08% Reduce -0.9% 1,422,539 $15.2M
Royal Bank of Canada 0.00% Reduce -1.5% 1,421,675 $15.1M
Morgan Stanley 0.00% Add +23.2% 1,356,655 $14.4M
Sei Investments Co. 0.02% Add +2.6% 1,137,612 $12.1M
ExodusPoint Capital Management, LP 0.12% New 1,083,786 $11.5M
Millennium Management 0.01% Reduce -4.2% 1,014,297 $10.8M
Northern Trust Corp. 0.00% Add +14.1% 877,010 $9.3M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -2.7% 784,083 $8.4M
Norwood Investment Partners, LP 5.88% New 774,102 $8.2M
Charles Schwab Investment Management Inc. 0.00% Add +8.3% 757,392 $8.1M
Rathbones Group PLC 0.04% Reduce -0.0% 756,990 $8.1M
Bank of America Corp. 0.00% Reduce -46.2% 660,799 $7.0M
Nicholas Company, Inc. 0.10% Add +47.9% 558,888 $6.0M
Kopion Asset Management, LLC 4.15% Add +46.0% 555,643 $5.9M
Principal Financial Group Inc. 0.00% Add +3.0% 531,445 $5.7M
Silvercrest Asset Management Group LLC 0.04% Reduce -0.4% 518,449 $5.5M
UBS Group AG 0.00% Add +445.3% 470,222 $5.0M
Gotham Asset Management 0.04% Add +590.1% 431,326 $4.6M
Envestnet Asset Management Inc. 0.00% Reduce -9.4% 414,056 $4.4M
Invesco Ltd. 0.00% Reduce -2.0% 392,752 $4.2M
Two Sigma Investments, LP 0.01% Add +20.1% 377,524 $4.0M
Edgestream Partners, L.P. 0.17% Add +140.3% 365,708 $3.9M
Raymond James Financial Inc. 0.00% — 340,649 $3.6M
Baron Capital (BAMCO) 0.01% Add +31.3% 315,000 $3.4M
Legal & General Group Plc 0.00% Reduce -0.9% 296,844 $3.2M
Nuveen Asset Management, LLC 0.00% Reduce -2.6% 293,875 $3.1M
BNP Paribas Financial Markets 0.00% New 279,061 $3.0M
FMR LLC 0.00% Add +0.1% 277,625 $3.0M
Rhumbline Advisers 0.00% Add +4.0% 277,452 $3.0M
Voloridge Investment Management, LLC 0.01% Add +269.3% 275,633 $2.9M
Norges Bank 0.00% Reduce -26.7% 275,322 $2.9M
Public Sector Pension Investment Board 0.01% Add +17.5% 272,707 $2.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.8% 263,574 $2.8M
Granahan Investment Management, LLC 0.11% Reduce -20.9% 239,224 $2.5M
Jane Street Group, LLC 0.00% Add +60.5% 236,591 $2.5M
Citigroup Inc. 0.00% Add +180.2% 231,343 $2.5M
Swiss National Bank 0.00% No change 220,400 $2.3M
CIBC Private Wealth Group LLC 0.00% New 206,717 $2.3M
2Xideas AG 0.29% Reduce -62.9% 206,014 $2.2M
State of Alaska, Department of Revenue 0.02% Reduce -0.1% 197,240 $2.1M
Thrivent Financial for Lutherans 0.00% Add +128.6% 196,391 $2.1M
Samjo Management, LLC 0.76% New 190,000 $2.0M
AXA S.A. 0.01% No change 180,000 $1.9M
Oppenheimer Asset Management Inc. 0.02% Reduce -16.1% 177,280 $1.9M
Select Equity Group, L.P. 0.01% Reduce -11.7% 172,488 $1.8M
M&T Bank Corp 0.01% Add +41.9% 163,933 $1.7M
Quantinno Capital Management LP 0.02% New 146,938 $1.6M
HighTower Advisors, LLC 0.00% Add +647.2% 146,539 $1.6M
Goldman Sachs Group Inc. 0.00% Reduce -8.1% 138,272 $1.5M
Vontobel Holding Ltd. 0.00% New 121,550 $1.3M
LPL Financial LLC 0.00% Add +17.3% 112,624 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -11.8% 113,956 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 108,147 $1.2M
California State Teachers Retirement System 0.00% Reduce -1.2% 105,928 $1.1M
Prudential Financial Inc. 0.00% Reduce -16.1% 108,854 $1.1M
Graham Capital Management, L.P. 0.05% Add +582.4% 100,270 $1.1M
Squarepoint Ops LLC 0.00% Add +62.7% 94,433 $1.0M
Bellevue Group AG 0.02% Reduce -4.0% 92,129 $981K
Zions Bancorporation, N.A. 0.06% Add +14.6% 87,992 $937K
Two Sigma Advisers, LP 0.00% Add +35.7% 87,500 $932K
D. E. Shaw & Co. 0.00% Add +77.9% 77,665 $827K
Dark Forest Capital Management LP 0.12% New 76,776 $818K
T. Rowe Price Associates Inc. 0.00% Add +6.3% 71,494 $762K
Amundi 0.00% Add +222.8% 62,167 $685K
New York State Teachers Retirement System 0.00% Reduce -1.7% 62,704 $668K
Algert Global LLC 0.02% New 62,129 $662K
New York State Common Retirement Fund 0.00% No change 61,261 $652K
Landscape Capital Management, L.L.C. 0.07% Reduce -17.1% 60,294 $642K
Barclays PLC 0.00% Reduce -17.4% 58,258 $620K
Quantbot Technologies LP 0.02% Reduce -37.3% 58,227 $620K
Illinois Municipal Retirement Fund 0.01% Reduce -7.7% 57,453 $612K
Janus Henderson Group PLC 0.00% No change 57,014 $607K
Alliancebernstein L.P. 0.00% Reduce -0.7% 53,029 $565K
Louisiana State Employees Retirement System 0.01% No change 52,900 $563K
Treasurer of the State of North Carolina 0.00% Add +0.6% 52,881 $563K
State of Tennessee, Department of Treasury 0.00% Add +28.4% 50,775 $541K
Choreo, LLC 0.01% Add +25.0% 50,582 $533K
Townsquare Capital LLC 0.01% Add +7.7% 49,219 $524K
Mendel Money Management 0.23% New 48,700 $519K
Marshall Wace, LLP 0.00% Add +11.3% 47,855 $510K
Maryland State Retirement & Pension System 0.01% No change 45,749 $487K
Police & Firemen's Retirement System of New Jersey 0.00% — 44,609 $475K
Ensign Peak Advisors, Inc 0.00% No change 43,477 $463K
Yousif Capital Management, LLC 0.01% Reduce -1.8% 42,212 $450K
Comerica Bank 0.00% Reduce -3.5% 41,728 $444K
Public Employees Retirement System of Ohio 0.00% Reduce -5.4% 41,314 $440K
Campbell & CO Investment Adviser LLC 0.03% Add +15.7% 40,433 $431K
Teachers Retirement System of the State of Kentucky 0.00% No change 35,157 $375K
Amalgamated Bank 0.00% Reduce -0.5% 35,099 $374K
First Hawaiian Bank 0.01% No change 34,581 $368K
Avantax Advisory Services, Inc. 0.00% Reduce -34.3% 33,857 $361K
Arizona State Retirement System 0.00% Add +0.8% 32,685 $348K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.2% 31,391 $334K
XTX Topco Ltd 0.03% Add +202.2% 31,342 $334K
Stifel Financial Corp. 0.00% Reduce -3.2% 28,844 $307K
Susquehanna International Group, LLP 0.00% Reduce -22.5% 28,225 $301K
Man Group plc 0.00% New 27,520 $293K
Deutsche Bank AG 0.00% Add +1227.0% 27,323 $291K
Tower Research Capital LLC (TRC) 0.01% Add +473.0% 27,172 $289K
KLP Kapitalforvaltning As 0.00% — 25,900 $276K
Oregon Public Employees Retirement Fund 0.01% No change 25,731 $274K
Jain Global LLC 0.01% — 25,595 $273K
Mariner, LLC 0.00% Add +26.5% 23,823 $254K
Manufacturers Life Insurance Company, The 0.00% Add +3.6% 23,720 $253K
Private Advisor Group, LLC 0.00% New 23,568 $251K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -0.1% 23,369 $249K
Bridgewater Associates 0.00% Reduce -70.8% 23,034 $245K
Handelsbanken Fonder AB 0.00% No change 22,300 $237K
Victory Capital Management Inc. 0.00% Reduce -1.3% 21,311 $227K
PNC Financial Services Group, Inc. 0.00% Add +188.7% 20,797 $221K
Bank of Montreal 0.00% Add +9.1% 19,943 $212K
Trust Point Inc. 0.01% Reduce -4.3% 19,840 $211K
Schonfeld Strategic Advisors LLC 0.00% Reduce -2.4% 18,650 $199K
Guggenheim Capital LLC 0.00% Reduce -91.3% 17,760 $189K
Harbor Capital Advisors, Inc. 0.01% Reduce -13.3% 17,460 $186K
Mutual of America Capital Management LLC 0.00% Add +0.8% 16,582 $177K
Verition Fund Management LLC 0.00% New 16,528 $176K
Gsa Capital Partners LLP 0.01% New 16,414 $175K
SG Americas Securities, LLC 0.00% Reduce -23.5% 15,492 $165K
Public Employees Retirement Association of Colorado 0.00% No change 15,420 $164K
Bridgefront Capital, LLC 0.05% New 15,103 $161K
Nicolet Advisory Services, LLC 0.01% Reduce -39.8% 14,956 $159K
Voya Investment Management LLC 0.00% Reduce -6.5% 14,607 $156K
Blair William & Co. 0.00% Reduce -0.1% 14,299 $152K
Atria Investments, Inc 0.00% Reduce -28.3% 14,151 $151K
Petrus Trust Company, LTA 0.01% Reduce -83.4% 14,062 $150K
William Blair Investment Management, LLC 0.00% Reduce -99.1% 13,827 $147K
Claret Asset Management Corp 0.02% Add +0.7% 13,519 $144K
First Trust Advisors LP 0.00% New 13,130 $140K
Summit Trail Advisors, LLC 0.01% New 12,971 $138K
O'shaughnessy Asset Management, LLC 0.00% Add +20.5% 12,943 $138K
GAMCO Investors 0.00% New 12,500 $133K
CIBC Asset Management Inc 0.00% New 12,422 $132K
Moloney Securities Asset Management, LLC 0.02% New 12,000 $128K
Pictet Asset Management Holding SA 0.00% No change 11,896 $127K
Summitry LLC 0.01% New 11,653 $124K
Pension & Wealth Management Advisors, Inc. 0.05% Reduce -0.0% 11,544 $123K
State of Wisconsin Investment Board 0.00% New 11,300 $120K
NorthRock Partners, LLC 0.00% New 10,420 $111K
US Bancorp \de 0.00% Reduce -18.4% 9,451 $101K
GAMMA Investing LLC 0.01% Add +442.2% 8,421 $90K
KBC Group NV 0.00% Add +64.1% 7,998 $85K
Sterling Capital Management LLC 0.00% Add +57.2% 7,209 $77K
Simplex Trading, LLC 0.00% Add +497.9% 6,888 $73K
Johnson Financial Group, Inc. 0.00% New 4,403 $63K
ANTIPODES PARTNERS Ltd 0.00% Add +204.7% 5,442 $58K
Parkside Financial Bank & Trust 0.01% Reduce -9.1% 5,436 $58K
Corebridge Financial, Inc. 0.00% Reduce -9.6% 4,695 $50K
Wells Fargo & Company 0.00% Add +48.5% 3,208 $34K
Osaic Holdings, Inc. 0.00% Reduce -19.5% 3,190 $34K
Venturi Wealth Management, LLC 0.00% Add +839.1% 2,808 $30K
Fifth Third Bancorp 0.00% Add +22.1% 2,724 $29K
WealthCollab, LLC 0.02% Add +25.0% 2,500 $27K
First Horizon Advisors, Inc. 0.00% Add +15.7% 2,201 $23K
MetLife Investment Management, LLC 0.00% Add +0.3% 2,112 $22K
Parallel Advisors, LLC 0.00% Add +1295.9% 2,052 $22K
State of Wyoming 0.00% Reduce -90.9% 2,041 $22K
Global Retirement Partners, LLC 0.00% Reduce -2.0% 1,698 $18K
Huntington National Bank 0.00% Add +762.2% 1,276 $14K
Blue Trust, Inc. 0.00% Reduce -77.0% 903 $10K
Park Place Capital Corp 0.00% Reduce -26.9% 876 $9K
Versant Capital Management, Inc 0.00% Add +1606.0% 853 $9K
Cwm, LLC 0.00% Add +102.3% 803 $9K
Mather Group, Llc. 0.00% No change 778 $8K
Arax Advisory Partners 0.00% Add +164.4% 558 $6K
Assetmark, Inc. 0.00% New 500 $5K
UMB Bank, n.a. 0.00% Add +29.5% 382 $4K
SBI Securities Co., Ltd. 0.00% — 323 $3K
Concourse Financial Group Securities, Inc. 0.00% Reduce -23.4% 210 $3K
TD Private Client Wealth LLC 0.00% Reduce -25.2% 214 $2K
MAI Capital Management 0.00% New 180 $2K
Avior Wealth Management, LLC 0.00% Add +23.7% 172 $2K
Lindbrook Capital, LLC 0.00% Add +847.1% 161 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.8% 159 $2K
Quent Capital, LLC 0.00% Reduce -38.2% 147 $2K
Allworth Financial LP 0.00% Add +242.9% 120 $2K
Activest Wealth Management 0.00% Add +1.5% 133 $1K
Pineridge Advisors LLC 0.00% No change 129 $1K
Golden State Wealth Management, LLC 0.00% — 109 $1K
Sachetta, LLC 0.00% New 100 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $1K
IFP Advisors, Inc 0.00% New 39 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $1K
Beacon Capital Management, LLC 0.00% No change 86 $916
Farmers & Merchants Investments Inc. 0.00% No change 80 $852
Creative Planning 0.00% New 58 $618
Farther Finance Advisors, LLC 0.00% Reduce -50.6% 43 $458
MassMutual Private Wealth & Trust, FSB 0.00% New 39 $415
Signaturefd, LLC 0.00% New 29 $309
Bruce G. Allen Investments, LLC 0.00% New 28 $298
CoreCap Advisors, LLC 0.00% New 26 $277
Russell Investments Group, Ltd. 0.00% Reduce -80.5% 16 $170
Abound Wealth Management 0.00% No change 15 $160
National Bank of Canada 0.00% Reduce -87.1% 12 $128
NewEdge Advisors, LLC 0.00% No change 8 $85
Larson Financial Group LLC 0.00% No change 6 $64
MV Capital Management, Inc. 0.00% Add +150.0% 5 $54
Grove Bank & Trust 0.00% New 4 $43
JFS Wealth Advisors, LLC 0.00% Reduce -90.5% 2 $22
Brooklyn Investment Group 0.00% New 2 $22
Global Financial Private Client, LLC 0.00% New 2 $21
DiNuzzo Private Wealth, Inc. 0.00% Reduce -66.7% 1 $11
Hemington Wealth Management 0.00% Add +60.0% 8 $0
Covestor Ltd 0.00% Add +11.1% 10 $0

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