CertaraCERT

13F holders, Q2 2025 (June 30)
236holders −4
42new positions
47sold out
7famous investors
$11.70avg. 13F price*

At the end of Q2 2025, 236 institutions reported holding Certara Inc. (CERT) in their 13F filings, down 4 from Q1 2025. 42 opened new positions and 47 sold out. The largest holders were Wasatch Advisors LP ($158.3M), BlackRock, Inc. ($156.0M) and Vanguard Group Inc. ($145.5M). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions42$43.5M
Exits47$37.9M

All 13F filers, Q1 2025 → Q2 2025: 19,438,265 shares bought and 12,711,098 shares sold, net +6,727,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 236 holders

Wasatch Advisors LP 0.83% Add +45.7% 13,532,882 $158.3M
BlackRock, Inc. 0.00% Reduce -0.1% 13,336,450 $156.0M
Vanguard Group Inc. 0.00% Reduce -0.1% 12,434,601 $145.5M
ArrowMark Colorado Holdings LLC 1.66% Add +5.2% 7,889,429 $92.3M
Dimensional Fund Advisors LP 0.02% Reduce -0.9% 7,852,758 $91.9M
Geneva Capital Management LLC 1.20% Add +7.8% 6,114,895 $71.5M
Teacher Retirement System of Texas 0.28% Add +25.3% 5,674,485 $66.4M
Ameriprise Financial Inc. 0.02% Add +27.1% 5,460,630 $63.9M
Deerfield Management Company, L.P. 0.93% Add +94.1% 3,926,099 $45.9M
State Street Corp. 0.00% Add +0.8% 3,660,497 $42.8M
Morgan Stanley 0.00% Add +18.9% 3,061,616 $35.8M
Brown Brothers Harriman & Co. 0.21% Reduce -26.9% 2,791,365 $32.7M
Mackenzie Financial Corp. 0.04% Add +47.7% 2,648,549 $31.0M
Capital World Investors 0.00% No change 2,160,079 $25.3M
Geode Capital Management, LLC 0.00% Reduce -0.1% 2,017,819 $23.6M
Royal Bank of Canada 0.00% Add +30.0% 1,786,481 $20.9M
Massachusetts Financial Services Co. 0.01% Reduce -11.8% 1,600,520 $18.7M
Marshall Wace, LLP 0.02% Add +1430.6% 1,512,343 $17.7M
London Co. of Virginia 0.10% Add +0.1% 1,472,708 $17.2M
Bank of New York Mellon Corp 0.00% Reduce -16.4% 1,210,761 $14.2M
Glenmede Investment Management, LP 0.07% — 1,123,119 $13.1M
Millennium Management 0.01% Add +44.1% 1,012,646 $11.8M
Kayne Anderson Rudnick Investment Management LLC 0.03% Reduce -0.3% 1,008,510 $11.8M
Sei Investments Co. 0.01% Reduce -11.3% 994,072 $11.6M
Northern Trust Corp. 0.00% Reduce -3.5% 884,574 $10.3M
Select Equity Group, L.P. 0.04% Reduce -24.5% 826,644 $9.7M
UBS Group AG 0.00% Add +70.6% 800,706 $9.4M
Bank of America Corp. 0.00% Reduce -30.2% 766,595 $9.0M
Rathbones Group PLC 0.04% No change 756,990 $8.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.0% 749,364 $8.8M
Alyeska Investment Group, L.P. 0.03% Add +41.9% 709,611 $8.3M
Silvercrest Asset Management Group LLC 0.05% Add +32.9% 687,163 $8.0M
Pier Capital, LLC 1.19% New 667,422 $7.8M
Citadel Advisors 0.01% Add +34.0% 658,893 $7.7M
Kopion Asset Management, LLC 4.65% Reduce -1.9% 588,890 $6.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +87.9% 562,706 $6.6M
Nicholas Company, Inc. 0.11% No change 558,888 $6.5M
Principal Financial Group Inc. 0.00% Add +0.1% 544,516 $6.4M
Schonfeld Strategic Advisors LLC 0.05% New 533,244 $6.2M
Invesco Ltd. 0.00% Add +33.0% 523,965 $6.1M
Parkman Healthcare Partners LLC 0.68% New 500,000 $5.8M
Envestnet Asset Management Inc. 0.00% Reduce -20.1% 408,627 $4.8M
Granahan Investment Management, LLC 0.19% Add +72.4% 405,068 $4.7M
Advantage Alpha Capital Partners LP 1.27% Add +51.0% 403,385 $4.7M
First Trust Advisors LP 0.00% Add +3000.6% 394,924 $4.6M
Two Sigma Investments, LP 0.01% Add +89.2% 379,247 $4.4M
Public Sector Pension Investment Board 0.02% Add +8.3% 376,100 $4.4M
Gotham Asset Management 0.02% Reduce -61.2% 326,060 $3.8M
Legal & General Group Plc 0.00% Add +6.7% 325,568 $3.8M
Raymond James Financial Inc. 0.00% New 324,591 $3.8M
2Xideas AG 0.63% Reduce -41.5% 314,766 $3.7M
Quantinno Capital Management LP 0.02% Reduce -10.8% 298,059 $3.5M
Renaissance Technologies 0.00% New 296,800 $3.5M
FMR LLC 0.00% Reduce -10.7% 283,596 $3.3M
Roubaix Capital, LLC 1.59% Add +5.3% 283,208 $3.3M
Weiss Asset Management LP 0.06% New 266,600 $3.1M
Rhumbline Advisers 0.00% Add +1.3% 263,901 $3.1M
AQR Capital Management 0.00% Add +882.3% 261,997 $3.0M
Swiss National Bank 0.00% Reduce -1.1% 246,800 $2.9M
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 232,723 $2.7M
Victory Capital Management Inc. 0.00% Add +913.7% 218,445 $2.6M
Bastion Asset Management Inc. 1.20% New 218,544 $2.6M
Citigroup Inc. 0.00% Add +2.5% 215,486 $2.5M
Goldman Sachs Group Inc. 0.00% Reduce -8.3% 209,865 $2.5M
Nuveen, LLC 0.00% Reduce -25.9% 200,128 $2.3M
Public Employees Retirement System of Ohio 0.01% Add +9.2% 200,068 $2.3M
Thrivent Financial for Lutherans 0.01% Add +0.4% 192,901 $2.3M
Oppenheimer Asset Management Inc. 0.02% Reduce -21.1% 174,787 $2.0M
Samjo Management, LLC 0.79% Reduce -15.8% 160,000 $1.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -34.1% 155,411 $1.8M
Squarepoint Ops LLC 0.00% Reduce -38.3% 150,441 $1.8M
Sandler Capital Management 0.60% New 148,026 $1.7M
Verition Fund Management LLC 0.01% Reduce -5.9% 144,834 $1.7M
Tejara Capital Ltd 0.76% New 140,125 $1.6M
Mendel Money Management 0.70% Add +24.9% 134,305 $1.6M
B. Metzler seel. Sohn & Co. AG 0.01% Add +8.5% 125,441 $1.5M
LPL Financial LLC 0.00% Add +4.5% 123,118 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -75.0% 114,189 $1.3M
State Board of Administration of Florida Retirement System 0.00% Reduce -3.0% 104,857 $1.2M
California State Teachers Retirement System 0.00% Reduce -1.2% 104,701 $1.2M
Lazard Asset Management LLC 0.00% New 99,854 $1.2M
Zions Bancorporation, National Association 0.06% Reduce -0.9% 96,123 $1.1M
Prudential Financial Inc. 0.00% Add +2.3% 110,334 $1.1M
JPMorgan Chase & Co. 0.00% Add +29.3% 93,057 $1.1M
Holocene Advisors, LP 0.00% Add +26.8% 92,638 $1.1M
Versor Investments LP 0.18% Add +104.0% 89,346 $1.0M
Fred Alger Management, LLC 0.00% New 83,590 $978K
Adage Capital Partners Gp, L.L.C. 0.00% New 82,317 $963K
T. Rowe Price Associates Inc. 0.00% Add +2.4% 82,149 $962K
Bellevue Group AG 0.02% No change 81,740 $956K
M&T Bank Corp 0.00% Reduce -3.2% 81,080 $949K
Balyasny Asset Management L.P. 0.00% Reduce -14.2% 78,195 $915K
Susquehanna Portfolio Strategies, LLC 0.02% Add +557.0% 74,435 $871K
Pier 88 Investment Partners LLC 0.87% New 70,140 $821K
ExodusPoint Capital Management, LP 0.01% Reduce -96.3% 69,889 $818K
State of Alaska, Department of Revenue 0.01% Reduce -44.1% 65,717 $768K
New York State Teachers Retirement System 0.00% Add +0.2% 62,904 $736K
State of Tennessee, Department of Treasury 0.00% No change 57,665 $675K
Janus Henderson Group PLC 0.00% No change 57,014 $667K
Treasurer of the State of North Carolina 0.00% Add +2.9% 56,628 $663K
Barclays PLC 0.00% Reduce -5.7% 56,660 $663K
Illinois Municipal Retirement Fund 0.01% Reduce -8.3% 54,789 $641K
Louisiana State Employees Retirement System 0.01% Reduce -0.2% 51,500 $603K
Alliancebernstein L.P. 0.00% Reduce -2.6% 51,237 $599K
Avantax Advisory Services, Inc. 0.00% Reduce -7.7% 47,814 $559K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +16.5% 47,442 $555K
New York State Common Retirement Fund 0.00% No change 46,761 $547K
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.5% 45,745 $535K
D. E. Shaw & Co. 0.00% New 45,282 $530K
Choreo, LLC 0.01% Reduce -16.0% 44,223 $517K
Riverbridge Partners LLC 0.01% Reduce -97.9% 43,741 $512K
Royce & Associates LP 0.01% Reduce -90.3% 43,531 $509K
Ensign Peak Advisors, Inc 0.00% No change 43,477 $509K
Amundi 0.00% Reduce -22.8% 42,849 $492K
Comerica Bank 0.00% Reduce -0.5% 41,794 $489K
Yousif Capital Management, LLC 0.01% Reduce -0.2% 41,784 $489K
TriaGen Wealth Management LLC 0.14% New 40,624 $475K
Graham Capital Management, L.P. 0.01% Reduce -55.2% 37,691 $441K
Arizona State Retirement System 0.00% Add +2.1% 37,669 $441K
Maryland State Retirement & Pension System 0.01% No change 37,510 $439K
Norges Bank 0.00% Reduce -80.2% 36,303 $425K
Teachers Retirement System of the State of Kentucky 0.00% No change 35,157 $412K
BNP Paribas Financial Markets 0.00% Reduce -80.3% 34,376 $402K
Amalgamated Bank 0.00% Reduce -1.1% 33,795 $395K
SG Americas Securities, LLC 0.00% Reduce -57.6% 29,569 $346K
Stifel Financial Corp. 0.00% Reduce -5.2% 29,172 $341K
Harbor Capital Advisors, Inc. 0.01% Add +41.3% 28,670 $335K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +8.1% 28,323 $331K
Intech Investment Management LLC 0.00% New 28,147 $329K
PNC Financial Services Group, Inc. 0.00% Add +25.3% 25,783 $302K
KLP Kapitalforvaltning As 0.00% Reduce -19.8% 25,200 $295K
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 24,831 $291K
Manufacturers Life Insurance Company, The 0.00% Reduce -13.8% 24,658 $288K
Private Advisor Group, LLC 0.00% Add +0.4% 24,612 $288K
Vontobel Holding Ltd. 0.00% Reduce -76.9% 24,193 $283K
Nicolet Advisory Services, LLC 0.02% Add +14.5% 28,508 $272K
Pictet Asset Management Holding SA 0.00% Reduce -16.7% 21,825 $255K
Two Sigma Advisers, LP 0.00% Reduce -30.4% 21,800 $255K
Handelsbanken Fonder AB 0.00% Reduce -5.8% 21,000 $246K
Claret Asset Management Corp 0.03% New 20,437 $239K
iSAM Funds (UK) Ltd 0.05% New 20,250 $237K
Pacer Advisors, Inc. 0.00% Add +34.8% 19,630 $230K
Bank of Montreal 0.00% Reduce -26.9% 17,623 $206K
Summitry LLC 0.01% Add +29.5% 17,065 $200K
Deutsche Bank AG 0.00% Reduce -39.6% 15,737 $184K
XTX Topco Ltd 0.01% New 15,634 $183K
Public Employees Retirement Association of Colorado 0.00% No change 15,420 $180K
Sanctuary Advisors, LLC 0.00% New 15,374 $180K
O'shaughnessy Asset Management, LLC 0.00% Reduce -10.8% 14,883 $174K
Axq Capital, LP 0.06% New 14,832 $174K
Mutual of America Capital Management LLC 0.00% Reduce -11.1% 14,172 $166K
Voya Investment Management LLC 0.00% Reduce -9.4% 13,544 $158K
State of Wisconsin Investment Board 0.00% Reduce -25.9% 13,520 $158K
Pathstone Holdings, LLC 0.00% New 13,421 $157K
Brooklyn Investment Group 0.02% Add +1823.3% 13,059 $153K
Guggenheim Capital LLC 0.00% Reduce -27.7% 12,624 $148K
Quaker Wealth Management, LLC 0.05% — 12,535 $147K
Corient Private Wealth LP 0.00% Add +11.1% 12,299 $144K
Capstone Investment Advisors, LLC 0.00% New 12,243 $143K
Ethic Inc. 0.00% Add +2.6% 12,482 $142K
CIBC Asset Management Inc 0.00% No change 12,078 $141K
GAMCO Investors 0.00% No change 12,000 $140K
Petrus Trust Company, LTA 0.01% New 11,986 $140K
HighTower Advisors, LLC 0.00% Reduce -38.7% 11,655 $136K
Atria Investments, Inc 0.00% Reduce -34.8% 11,496 $135K
Pension & Wealth Management Advisors, Inc. 0.04% Reduce -4.9% 11,276 $132K
Associated Banc-Corp 0.00% Add +6.9% 10,869 $127K
Janney Montgomery Scott LLC 0.00% Reduce -12.3% 10,653 $125K
Gibbs Wealth Management 0.02% New 10,632 $124K
Portside Wealth Group, LLC 0.02% Add +0.6% 10,551 $123K
Capco Asset Management, LLC 0.02% New 8,862 $104K
Sterling Capital Management LLC 0.00% Add +21.3% 8,162 $95K
Canada Pension Plan Investment Board 0.00% New 7,100 $83K
Group One Trading LLC 0.00% Add +210.4% 6,895 $81K
ANTIPODES PARTNERS Ltd 0.00% Add +22.5% 6,665 $78K
Tower Research Capital LLC (TRC) 0.00% Add +499.5% 5,917 $69K
GAMMA Investing LLC 0.00% Reduce -21.1% 5,715 $67K
State of Wyoming 0.01% Reduce -53.6% 5,615 $66K
New Age Alpha Advisors, LLC 0.00% New 5,387 $63K
KBC Group NV 0.00% No change 5,237 $61K
Elevation Point Wealth Partners, LLC 0.00% New 5,081 $59K
Wells Fargo & Company 0.00% Add +96.5% 4,903 $57K
Global Retirement Partners, LLC 0.00% — 3,887 $45K
Osaic Holdings, Inc. 0.00% Add +50.7% 3,491 $41K
First Horizon Advisors, Inc. 0.00% Add +15.1% 2,935 $34K
US Bancorp \de 0.00% Reduce -70.2% 2,927 $34K
STRS Ohio 0.00% New 2,897 $34K
WealthCollab, LLC 0.02% No change 2,500 $29K
AdvisorNet Financial, Inc 0.00% New 2,172 $25K
MetLife Investment Management, LLC 0.00% Reduce -6.6% 2,019 $24K
Versant Capital Management, Inc 0.00% Reduce -36.5% 1,728 $20K
Steward Partners Investment Advisory, LLC 0.00% New 837 $10K
Atlantic Edge Private Wealth Management, LLC 0.00% New 800 $9K
Jones Financial Companies LLLP 0.00% New 656 $7K
Fifth Third Bancorp 0.00% Reduce -80.8% 572 $7K
Parallel Advisors, LLC 0.00% Reduce -20.4% 552 $6K
Bessemer Group Inc. 0.00% Reduce -65.2% 469 $5K
Cwm, LLC 0.00% Reduce -42.4% 414 $5K
Arax Advisory Partners 0.00% Reduce -15.1% 371 $4K
UMB Bank, n.a. 0.00% Reduce -36.1% 368 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -33.0% 360 $4K
SBI Securities Co., Ltd. 0.00% Add +5.9% 321 $4K
Parkside Financial Bank & Trust 0.00% Reduce -94.6% 299 $3K
Caitong International Asset Management Co., Ltd 0.00% Reduce -90.5% 297 $3K
MAI Capital Management 0.00% Add +2.4% 297 $3K
Smartleaf Asset Management LLC 0.00% New 282 $3K
Bare Financial Services, Inc 0.00% Add +97.2% 211 $2K
Russell Investments Group, Ltd. 0.00% Add +366.7% 210 $2K
Clearstead Trust, LLC 0.00% New 161 $2K
Signaturefd, LLC 0.00% New 154 $2K
Curio Wealth, LLC 0.00% New 140 $2K
TD Private Client Wealth LLC 0.00% Reduce -47.2% 113 $1K
Golden State Wealth Management, LLC 0.00% No change 109 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 100 $1K
Beacon Capital Management, LLC 0.00% No change 86 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $1K
Farmers & Merchants Investments Inc. 0.00% No change 80 $936
SouthState Bank Corp 0.00% Reduce -53.1% 75 $878
Allworth Financial LP 0.00% Reduce -31.3% 55 $644
True Wealth Design, LLC 0.00% No change 52 $609
Farther Finance Advisors, LLC 0.00% No change 43 $503
Ancora Advisors LLC 0.00% New 40 $468
TFC Financial Management, Inc. 0.00% New 34 $398
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -12.8% 34 $398
JFS Wealth Advisors, LLC 0.00% Add +1450.0% 31 $363
Bruce G. Allen Investments, LLC 0.00% No change 28 $328
Larson Financial Group LLC 0.00% Reduce -3.5% 28 $328
MV Capital Management, Inc. 0.00% Reduce -8.7% 21 $246
SJS Investment Consulting Inc. 0.00% New 12 $141
Fortitude Family Office, LLC 0.00% New 9 $105
HFM Investment Advisors, LLC 0.00% Add +100.0% 2 $23
DiNuzzo Private Wealth, Inc. 0.00% No change 1 $12
Activest Wealth Management 0.00% Reduce -50.0% 1 $11
Hantz Financial Services, Inc. 0.00% Add +140.0% 36 $0
Hemington Wealth Management 0.00% Add +30.0% 13 $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.