CertaraCERT

13F holders, Q1 2025 (March 31)
240holders +17
50new positions
31sold out
7famous investors
$9.90avg. 13F price*

At the end of Q1 2025, 240 institutions reported holding Certara Inc. (CERT) in their 13F filings, up 17 from Q4 2024. 50 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($132.2M), Vanguard Group Inc. ($123.2M) and Wasatch Advisors LP ($92.0M). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$72.4M
Exits31$25.2M

All 13F filers, Q4 2024 → Q1 2025: 16,584,101 shares bought and 10,828,195 shares sold, net +5,755,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 240 holders

BlackRock, Inc. 0.00% Reduce -3.4% 13,354,305 $132.2M
Vanguard Group Inc. 0.00% Add +0.1% 12,449,051 $123.2M
Wasatch Advisors LP 0.51% Add +4.0% 9,288,652 $92.0M
Dimensional Fund Advisors LP 0.02% Add +0.6% 7,923,647 $78.4M
ArrowMark Colorado Holdings LLC 1.20% Add +20.7% 7,501,661 $74.3M
Geneva Capital Management LLC 1.05% Add +3.9% 5,671,689 $56.1M
Teacher Retirement System of Texas 0.19% Reduce -0.6% 4,528,931 $44.8M
Ameriprise Financial Inc. 0.01% Add +13.7% 4,295,566 $42.5M
Brown Brothers Harriman & Co. 0.26% No change 3,818,613 $37.8M
State Street Corp. 0.00% Reduce -4.0% 3,631,588 $36.0M
Morgan Stanley 0.00% Add +89.9% 2,575,960 $25.5M
Capital World Investors 0.00% New 2,160,079 $21.4M
Riverbridge Partners LLC 0.33% Reduce -5.4% 2,048,519 $20.3M
Deerfield Management Company, L.P. 0.45% New 2,022,616 $20.0M
Geode Capital Management, LLC 0.00% Add +6.6% 2,020,611 $20.0M
ExodusPoint Capital Management, LP 0.24% Add +72.4% 1,868,252 $18.5M
Massachusetts Financial Services Co. 0.01% Reduce -55.5% 1,815,345 $18.0M
Daventry Group, LP 7.72% Add +9.8% 1,802,527 $17.8M
Mackenzie Financial Corp. 0.03% Add +7.0% 1,793,327 $17.8M
Glenmede Trust Co. NA 0.08% Reduce -2.1% 1,474,698 $14.6M
London Co. of Virginia 0.08% Add +3.4% 1,470,676 $14.6M
Bank of New York Mellon Corp 0.00% Reduce -27.4% 1,447,744 $14.3M
Royal Bank of Canada 0.00% Reduce -3.4% 1,374,079 $13.6M
Sei Investments Co. 0.01% Reduce -1.5% 1,121,013 $11.1M
Bank of America Corp. 0.00% Add +66.3% 1,098,824 $10.9M
Select Equity Group, L.P. 0.05% Add +534.5% 1,094,495 $10.8M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +29.0% 1,011,471 $10.0M
Northern Trust Corp. 0.00% Add +4.5% 916,299 $9.1M
Gotham Asset Management 0.07% Add +95.0% 841,244 $8.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.3% 797,610 $7.9M
Rathbones Group PLC 0.04% No change 756,990 $7.5M
Millennium Management 0.01% Reduce -30.7% 702,833 $7.0M
Kopion Asset Management, LLC 4.62% Add +8.0% 600,159 $5.9M
Nicholas Company, Inc. 0.10% No change 558,888 $5.5M
Principal Financial Group Inc. 0.00% Add +2.4% 543,958 $5.4M
2Xideas AG 0.81% Add +161.3% 538,272 $5.3M
Silvercrest Asset Management Group LLC 0.04% Reduce -0.2% 517,220 $5.1M
Envestnet Asset Management Inc. 0.00% Add +23.5% 511,235 $5.1M
Alyeska Investment Group, L.P. 0.02% New 500,000 $5.0M
Citadel Advisors 0.00% Reduce -69.5% 491,634 $4.9M
UBS Group AG 0.00% Reduce -0.2% 469,276 $4.6M
Susquehanna International Group, LLP 0.01% Add +1519.3% 457,037 $4.5M
Royce & Associates LP 0.05% New 448,371 $4.4M
Invesco Ltd. 0.00% Add +0.3% 394,037 $3.9M
Twinbeech Capital LP 0.07% New 367,322 $3.6M
Public Sector Pension Investment Board 0.01% Add +27.3% 347,176 $3.4M
Quantinno Capital Management LP 0.02% Add +127.5% 334,217 $3.3M
FMR LLC 0.00% Add +14.3% 317,395 $3.1M
Baron Capital (BAMCO) 0.01% No change 315,000 $3.1M
Legal & General Group Plc 0.00% Add +2.8% 305,171 $3.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.6% 299,528 $3.0M
Jane Street Group, LLC 0.01% Add +17.1% 277,054 $2.7M
Nuveen, LLC 0.00% — 270,262 $2.7M
Roubaix Capital, LLC 1.39% New 269,071 $2.7M
Advantage Alpha Capital Partners LP 0.65% New 267,060 $2.6M
Rhumbline Advisers 0.00% Reduce -6.1% 260,454 $2.6M
Swiss National Bank 0.00% Add +13.2% 249,500 $2.5M
Squarepoint Ops LLC 0.01% Add +158.2% 243,795 $2.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 236,016 $2.3M
Granahan Investment Management, LLC 0.12% Reduce -1.8% 234,960 $2.3M
Goldman Sachs Group Inc. 0.00% Add +65.6% 228,996 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +25.0% 221,550 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +12.7% 232,915 $2.1M
Citigroup Inc. 0.00% Reduce -9.1% 210,290 $2.1M
Two Sigma Investments, LP 0.00% Reduce -46.9% 200,447 $2.0M
Thrivent Financial for Lutherans 0.00% Reduce -2.1% 192,191 $1.9M
Samjo Management, LLC 0.80% No change 190,000 $1.9M
Norges Bank 0.00% Reduce -33.3% 183,612 $1.8M
Public Employees Retirement System of Ohio 0.01% Add +343.6% 183,289 $1.8M
BNP Paribas Financial Markets 0.00% Reduce -37.3% 174,978 $1.7M
Verition Fund Management LLC 0.01% Add +831.3% 153,928 $1.5M
Engineers Gate Manager LP 0.02% New 119,388 $1.2M
State of Alaska, Department of Revenue 0.01% Reduce -40.4% 117,549 $1.2M
B. Metzler seel. Sohn & Co. AG 0.01% Add +1.4% 115,592 $1.1M
LPL Financial LLC 0.00% Add +4.6% 117,834 $1.1M
Prudential Financial Inc. 0.00% Reduce -0.9% 107,884 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 108,147 $1.1M
Mendel Money Management 0.50% Add +120.9% 107,565 $1.1M
California State Teachers Retirement System 0.00% No change 105,928 $1.0M
Vontobel Holding Ltd. 0.00% Reduce -13.8% 104,742 $1.0M
Trexquant Investment LP 0.01% New 99,377 $984K
Marshall Wace, LLP 0.00% Add +106.5% 98,805 $978K
Zions Bancorporation, National Association 0.06% — 96,966 $960K
Jefferies Financial Group Inc. 0.02% New 95,984 $950K
Balyasny Asset Management L.P. 0.00% New 91,096 $902K
Jain Global LLC 0.02% Add +249.1% 89,351 $885K
Graham Capital Management, L.P. 0.04% Reduce -16.1% 84,156 $833K
M&T Bank Corp 0.00% Reduce -48.9% 83,770 $829K
Bellevue Group AG 0.02% Reduce -11.3% 81,740 $809K
T. Rowe Price Associates Inc. 0.00% Add +12.3% 80,249 $795K
Holocene Advisors, LP 0.00% New 73,063 $723K
JPMorgan Chase & Co. 0.00% Reduce -97.1% 71,958 $712K
SG Americas Securities, LLC 0.00% Add +350.1% 69,727 $690K
New York State Teachers Retirement System 0.00% Add +0.2% 62,804 $622K
Quantessence Capital LLC 0.16% New 62,710 $621K
Landscape Capital Management, L.L.C. 0.05% Add +0.2% 60,436 $598K
Townsquare Capital LLC 0.01% Add +22.5% 60,294 $597K
Barclays PLC 0.00% Add +3.2% 60,105 $595K
Illinois Municipal Retirement Fund 0.01% Add +4.0% 59,721 $591K
K2 Principal Fund, L.P. 0.33% New 58,951 $584K
State of Tennessee, Department of Treasury 0.00% Add +13.6% 57,665 $571K
Janus Henderson Group PLC 0.00% No change 57,014 $565K
Treasurer of the State of North Carolina 0.00% Add +4.1% 55,031 $545K
Amundi 0.00% Reduce -10.7% 55,520 $543K
Choreo, LLC 0.01% Add +4.1% 52,644 $521K
Alliancebernstein L.P. 0.00% Reduce -0.8% 52,603 $521K
Avantax Advisory Services, Inc. 0.00% Add +53.0% 51,788 $513K
Louisiana State Employees Retirement System 0.01% Reduce -2.5% 51,600 $511K
Campbell & CO Investment Adviser LLC 0.04% Add +18.9% 48,065 $476K
New York State Common Retirement Fund 0.00% Reduce -23.7% 46,761 $463K
Police & Firemen's Retirement System of New Jersey 0.00% No change 44,609 $442K
Susquehanna Fundamental Investments, LLC 0.01% New 44,416 $440K
Versor Investments LP 0.07% New 43,800 $434K
Ensign Peak Advisors, Inc 0.00% No change 43,477 $430K
Comerica Bank 0.00% Add +0.6% 41,994 $416K
Yousif Capital Management, LLC 0.00% Reduce -0.8% 41,878 $415K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.7% 40,721 $403K
HRT Financial LP 0.00% New 37,622 $372K
Maryland State Retirement & Pension System 0.01% Reduce -18.0% 37,510 $371K
Arizona State Retirement System 0.00% Add +12.9% 36,895 $365K
Teachers Retirement System of the State of Kentucky 0.00% No change 35,157 $348K
Amalgamated Bank 0.00% Reduce -2.7% 34,156 $338K
KLP Kapitalforvaltning As 0.00% Add +21.2% 31,400 $311K
Two Sigma Advisers, LP 0.00% Reduce -64.2% 31,300 $310K
Stifel Financial Corp. 0.00% Add +6.6% 30,759 $305K
Dynamic Technology Lab Private Ltd 0.04% New 30,021 $297K
Manufacturers Life Insurance Company, The 0.00% Add +20.5% 28,592 $283K
Nicolet Advisory Services, LLC 0.03% Add +66.4% 24,890 $262K
Pictet Asset Management Holding SA 0.00% Add +120.3% 26,204 $259K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 26,197 $259K
AQR Capital Management 0.00% New 26,672 $259K
Deutsche Bank AG 0.00% Reduce -4.6% 26,069 $258K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.7% 25,031 $248K
Private Advisor Group, LLC 0.00% Add +4.0% 24,517 $243K
Bank of Montreal 0.00% Add +20.9% 24,104 $239K
Brown Advisory Inc. 0.00% New 24,085 $238K
Mariner, LLC 0.00% Reduce -0.1% 23,797 $236K
Handelsbanken Fonder AB 0.00% No change 22,300 $221K
Victory Capital Management Inc. 0.00% Add +1.1% 21,550 $213K
PNC Financial Services Group, Inc. 0.00% Reduce -1.0% 20,582 $204K
Harbor Capital Advisors, Inc. 0.01% Add +16.2% 20,294 $201K
Massar Capital Management, LP 0.23% New 19,733 $195K
Catalyst Funds Management Pty Ltd 0.05% New 19,069 $189K
HighTower Advisors, LLC 0.00% Reduce -87.0% 19,027 $188K
State of Wisconsin Investment Board 0.00% Add +61.5% 18,252 $181K
Atria Investments, Inc 0.00% Add +24.5% 17,619 $174K
Guggenheim Capital LLC 0.00% Reduce -1.6% 17,471 $173K
Maxi Investments CY Ltd 0.03% New 17,000 $168K
O'shaughnessy Asset Management, LLC 0.00% Add +28.9% 16,686 $165K
Trust Point Inc. 0.01% Reduce -17.3% 16,400 $162K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 15,942 $158K
Vident Advisory, LLC 0.00% New 15,507 $154K
Public Employees Retirement Association of Colorado 0.00% No change 15,420 $153K
Voya Investment Management LLC 0.00% Add +2.4% 14,956 $148K
Oxford Asset Management LLP 0.07% New 14,951 $148K
Pacer Advisors, Inc. 0.00% New 14,565 $144K
Kera Capital Partners, Inc. 0.04% New 14,022 $139K
Aigen Investment Management, LP 0.02% New 13,679 $135K
Summitry LLC 0.01% Add +13.1% 13,182 $131K
Kestra Private Wealth Services, LLC 0.00% New 13,078 $129K
First Trust Advisors LP 0.00% Reduce -3.0% 12,737 $126K
Ethic Inc. 0.00% New 12,160 $120K
Janney Montgomery Scott LLC 0.00% New 12,153 $120K
State of Wyoming 0.02% Add +493.5% 12,114 $120K
CIBC Asset Management Inc 0.00% Reduce -2.8% 12,078 $120K
GAMCO Investors 0.00% Reduce -4.0% 12,000 $119K
Pension & Wealth Management Advisors, Inc. 0.04% Add +2.8% 11,861 $117K
Susquehanna Portfolio Strategies, LLC 0.05% New 11,330 $112K
Corient Private Wealth LP 0.00% New 11,067 $110K
Dark Forest Capital Management LP 0.00% Reduce -86.2% 10,597 $105K
Portside Wealth Group, LLC 0.02% New 10,491 $104K
Bridgewater Associates 0.00% Reduce -55.4% 10,270 $102K
NorthRock Partners, LLC 0.00% Reduce -2.1% 10,202 $101K
Associated Banc-Corp 0.00% New 10,169 $101K
Quarry LP 0.03% New 9,928 $98K
US Bancorp \de 0.00% Add +3.8% 9,805 $97K
GAMMA Investing LLC 0.01% Reduce -14.0% 7,245 $72K
Sterling Capital Management LLC 0.00% Reduce -6.7% 6,727 $67K
Parkside Financial Bank & Trust 0.01% Add +2.2% 5,557 $55K
ANTIPODES PARTNERS Ltd 0.00% No change 5,442 $54K
KBC Group NV 0.00% Reduce -34.5% 5,237 $52K
Johnson Financial Group, Inc. 0.00% No change 4,403 $44K
Corebridge Financial, Inc. 0.00% Reduce -7.5% 4,343 $43K
AlphaQuest LLC 0.00% New 3,918 $39K
Coldstream Capital Management Inc. 0.00% New 3,487 $35K
Caitong International Asset Management Co., Ltd 0.02% New 3,131 $31K
Fifth Third Bancorp 0.00% Add +9.2% 2,975 $29K
Simplex Trading, LLC 0.00% Reduce -57.7% 2,911 $28K
Versant Capital Management, Inc 0.00% Add +218.8% 2,719 $27K
First Horizon Advisors, Inc. 0.00% Add +15.9% 2,550 $25K
WealthCollab, LLC 0.02% No change 2,500 $25K
Wells Fargo & Company 0.00% Reduce -22.2% 2,495 $25K
Osaic Holdings, Inc. 0.00% Reduce -27.4% 2,316 $23K
Group One Trading LLC 0.00% New 2,221 $22K
GeoWealth Management, LLC 0.00% New 2,191 $22K
MetLife Investment Management, LLC 0.00% Add +2.4% 2,162 $21K
Bessemer Group Inc. 0.00% New 1,349 $13K
Park Place Capital Corp 0.00% Add +26.0% 1,104 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -96.4% 987 $10K
Blue Trust, Inc. 0.00% Add +5.8% 955 $9K
Cwm, LLC 0.00% Reduce -10.5% 719 $7K
Parallel Advisors, LLC 0.00% Reduce -66.2% 693 $7K
Brooklyn Investment Group 0.00% Add +33850.0% 679 $7K
Lindbrook Capital, LLC 0.00% Add +299.4% 643 $6K
UMB Bank, n.a. 0.00% Add +50.8% 576 $6K
EverSource Wealth Advisors, LLC 0.00% Add +237.7% 537 $5K
Arax Advisory Partners 0.00% Reduce -21.7% 437 $4K
SBI Securities Co., Ltd. 0.00% Reduce -6.2% 303 $3K
MAI Capital Management 0.00% Add +61.1% 290 $3K
TD Private Client Wealth LLC 0.00% No change 214 $2K
SouthState Bank Corp 0.00% New 160 $2K
Huntington National Bank 0.00% Reduce -88.4% 148 $1K
Quent Capital, LLC 0.00% No change 147 $1K
Grove Bank & Trust 0.00% Add +3000.0% 124 $1K
Allworth Financial LP 0.00% Reduce -33.3% 80 $1K
Golden State Wealth Management, LLC 0.00% No change 109 $1K
Bare Financial Services, Inc 0.00% New 107 $1K
SVB Wealth LLC 0.00% New 104 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $990
Beacon Capital Management, LLC 0.00% No change 86 $851
Farmers & Merchants Investments Inc. 0.00% No change 80 $792
True Wealth Design, LLC 0.00% New 52 $515
Russell Investments Group, Ltd. 0.00% Add +181.3% 45 $446
Farther Finance Advisors, LLC 0.00% No change 43 $424
MassMutual Private Wealth & Trust, FSB 0.00% No change 39 $386
Larson Financial Group LLC 0.00% Add +383.3% 29 $287
Bruce G. Allen Investments, LLC 0.00% No change 28 $277
CoreCap Advisors, LLC 0.00% No change 26 $257
MV Capital Management, Inc. 0.00% Add +360.0% 23 $228
Rothschild Investment LLC 0.00% New 10 $99
Global Financial Private Client, LLC 0.00% Add +200.0% 6 $59
JFS Wealth Advisors, LLC 0.00% No change 2 $20
Activest Wealth Management 0.00% Reduce -98.5% 2 $20
DiNuzzo Private Wealth, Inc. 0.00% No change 1 $10
HFM Investment Advisors, LLC 0.00% — 1 $10
Hantz Financial Services, Inc. 0.00% New 15 $0
Avion Wealth 0.00% New 44 $0
Hemington Wealth Management 0.00% Add +25.0% 10 $0
Covestor Ltd 0.00% No change 10 $0

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