CERTARA INC (CERT)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
230
Reporting holders
$872.5M
Reported value
87.3%
Of shares outstanding
0.1%
Held as options
-8
Holder change
Institutions report 133,138,757 shares against 152,538,780 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $123.3M | 18,818,180 | 0.00% | 8q | +31.5%+$29.5M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | $49.2M | 7,512,928 | 0.51% | 6q | -3.8%-$1.9M |
| Haveli Investment Management LLC | $48.5M | 7,400,000 | 26.95% | new | NEW |
| Jefferies Financial Group Inc. | $46.4M | 7,091,051 | 0.31% | 3q | +3.4%+$1.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $46.2M | 7,056,106 | 0.00% | 2q | +18.2%+$7.1M |
| DIMENSIONAL FUND ADVISORS LP | $39.4M | 6,022,686 | 0.01% | 20q | -29.7%-$16.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $34.6M | 5,283,180 | 0.00% | 2q | -1.4%-$506.0K |
| STATE STREET CORP | $31.6M | 4,821,805 | 0.00% | 22q | +22.4%+$5.8M |
| WASATCH ADVISORS LP | $28.2M | 4,298,825 | 0.18% | 13q | -18.5%-$6.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $20.6M | 3,141,689 | 0.00% | 23q | +48.6%+$6.7M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $18.8M | 2,864,204 | 0.09% | 4q | +7.1%+$1.2M |
| ROYCE & ASSOCIATES LP | $18.1M | 2,756,026 | 0.15% | 2q | +126.8%+$10.1M |
| UBS Group AG | $17.5M | 2,666,456 | 0.00% | 23q | -22.0%-$4.9M |
| MILLENNIUM MANAGEMENT LLC | $16.7M | 2,555,126 | 0.01% | 18q | +103.4%+$8.5M |
| MORGAN STANLEY | $16.7M | 2,551,111 | 0.00% | 23q | -21.3%-$4.5M |
| FIRST TRUST ADVISORS LP | $15.9M | 2,424,222 | 0.01% | 7q | +164.8%+$9.9M |
| AQR CAPITAL MANAGEMENT LLC | $13.8M | 2,160,167 | 0.00% | 6q | +278.5%+$10.1M |
| AMERIPRISE FINANCIAL INC | $13.3M | 2,030,844 | 0.00% | 23q | -54.8%-$16.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $12.4M | 1,892,050 | 0.25% | new | NEW |
| Kopion Asset Management, LLC | $12.2M | 1,858,539 | 7.69% | 8q | +44.2%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $11.8M | 1,798,449 | 0.00% | 23q | -12.0%-$1.6M |
| Boston Partners | $11.0M | 1,683,885 | 0.01% | new | NEW |
| Dixon Mitchell Investment Counsel Inc. | $10.1M | 1,545,956 | 0.33% | 4q | +0.5%+$52.9K |
| Quantinno Capital Management LP | $9.6M | 1,463,251 | 0.01% | 7q | +48.0%+$3.1M |
| GOLDMAN SACHS GROUP INC | $9.1M | 1,384,426 | 0.00% | 23q | +56.4%+$3.3M |
| Tejara Capital Ltd | $8.5M | 1,292,721 | 3.48% | 5q | +63.2%+$3.3M |
| NORTHERN TRUST CORP | $7.9M | 1,210,449 | 0.00% | 23q | +43.4%+$2.4M |
| TWO SIGMA INVESTMENTS, LP | $7.2M | 1,104,605 | 0.01% | 9q | +1660.8%+$6.8M |
| CITADEL ADVISORS LLC | $7.2M | 1,093,243 | 0.00% | 23q | -76.0%-$22.6M |
| Gotham Asset Management, LLC | $6.9M | 1,047,292 | 0.02% | 17q | -26.0%-$2.4M |
| ArrowMark Colorado Holdings LLC | $6.6M | 1,001,592 | 0.27% | 18q | -78.2%-$23.5M |
| CITIGROUP INC | $6.4M | 981,498 | 0.00% | 23q | +324.1%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.4M | 977,909 | 0.00% | 23q | +11.1%+$640.0K |
| Sixth Street Partners Management Company, L.P. | $6.4M | 977,909 | 0.00% | new | NEW |
| Public Sector Pension Investment Board | $6.3M | 969,420 | 0.01% | 14q | +100.0%+$3.2M |
| ROYAL BANK OF CANADA | $5.7M | 867,767 | 0.00% | 23q | -14.0%-$925.7K |
| VANGUARD FIDUCIARY TRUST CO | $5.1M | 772,426 | 0.00% | 2q | +3.9%+$191.1K |
| Rathbones Group PLC | $5.0M | 756,990 | 0.02% | 12q | HELD |
| Russell Investments Group, Ltd. | $4.9M | 741,168 | 0.00% | 22q | +6075.9%+$4.8M |
| Bank of New York Mellon Corp | $4.8M | 731,012 | 0.00% | 22q | +12.7%+$540.3K |
| RENAISSANCE TECHNOLOGIES LLC | $4.5M | 684,700 | 0.01% | 5q | +93.1%+$2.2M |
| BNP PARIBAS FINANCIAL MARKETS | $4.5M | 683,714 | 0.00% | 7q | +4.9%+$209.0K |
| TUDOR INVESTMENT CORP ET AL | $3.8M | 579,215 | 0.01% | new | NEW |
| D. E. Shaw & Co., Inc. | $3.7M | 567,685 | 0.00% | 5q | +78.5%+$1.6M |
| NICHOLAS COMPANY, INC. | $3.7M | 567,460 | 0.07% | 8q | HELD |
| MARSHALL WACE, LLP | $3.7M | 564,739 | 0.00% | 8q | -22.7%-$1.1M |
| PRINCIPAL FINANCIAL GROUP INC | $3.7M | 563,862 | 0.00% | 20q | -2.8%-$104.5K |
| First Eagle Investment Management, LLC | $3.4M | 519,898 | 0.01% | new | NEW |
| Invesco Ltd. | $3.3M | 502,000 | 0.00% | 22q | -10.2%-$373.1K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.2M | 492,939 | 0.00% | 2q | HELD |
| Nuveen, LLC | $2.9M | 444,815 | 0.00% | 6q | +28.1%+$639.8K |
| Point72 Asset Management, L.P. | $2.5M | 382,532 | 0.00% | 2q | -65.8%-$4.8M |
| RAYMOND JAMES FINANCIAL INC | $2.5M | 381,405 | 0.00% | 5q | -76.1%-$8.0M |
| Granite Investment Partners, LLC | $2.5M | 379,479 | 0.13% | 2q | +1.5%+$37.8K |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 305,666 | 0.00% | 22q | +1739.5%+$1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.9M | 296,079 | 0.00% | 21q | -11.5%-$252.3K |
| RHUMBLINE ADVISERS | $1.8M | 268,084 | 0.00% | 22q | -7.8%-$148.0K |
| Legal & General Group Plc | $1.7M | 265,727 | 0.00% | 22q | -1.4%-$23.9K |
| NATIXIS | $1.6M | 251,000 | 0.01% | 3q | +233.5%+$1.2M |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | $1.6M | 250,000 | 1.26% | 3q | +49.3%+$540.4K |
| Swiss National Bank | $1.5M | 235,900 | 0.00% | 21q | HELD |
| Schonfeld Strategic Advisors LLC | $1.4M | 211,736 | 0.00% | 5q | +1145.1%+$1.3M |
| SEI INVESTMENTS CO | $1.4M | 211,417 | 0.00% | 20q | -66.0%-$2.7M |
| Creative Planning | $1.3M | 197,230 | 0.00% | 4q | +149.9%+$774.9K |
| Vanguard Global Advisers, LLC | $1.2M | 188,049 | 0.00% | 2q | +280.1%+$907.6K |
| Atom Investors LP | $1.2M | 177,281 | 0.10% | 2q | +25.7%+$237.8K |
| CIBC Bancorp USA Inc. | $1.1M | 172,984 | 0.00% | 2q | -44.2%-$896.2K |
| Campbell & CO Investment Adviser LLC | $1.1M | 169,317 | 0.06% | new | NEW |
| Jump Financial, LLC | $1.0M | 155,200 | 0.01% | 2q | +373.3%+$801.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.0M | 153,467 | 0.00% | 6q | +12.8%+$114.3K |
| ALLIANCEBERNSTEIN L.P. | $1.0M | 175,900 | 0.00% | 23q | -3.0%-$31.5K |
| Summit Trail Advisors, LLC | $1.0M | 152,943 | 0.01% | 4q | +25.6%+$204.4K |
| PEAK6 LLC | $982.5K | options only | 0.00% | new | OPTIONS |
| Bastion Asset Management Inc. | $980.5K | 160,167 | 0.33% | 3q | -16.2%-$189.4K |
| BARCLAYS PLC | $922.5K | 140,847 | 0.00% | 18q | +143.0%+$542.9K |
| DARK FOREST CAPITAL MANAGEMENT LP | $828.5K | 126,494 | 0.05% | 3q | +103.6%+$421.5K |
| PRUDENTIAL FINANCIAL INC | $827.6K | 126,345 | 0.00% | 14q | +12.9%+$94.3K |
| Corient Private Wealth LP | $826.7K | 126,217 | 0.00% | 3q | +353.1%+$644.3K |
| DEUTSCHE BANK AG\ | $803.2K | 122,629 | 0.00% | 23q | +613.3%+$690.6K |
| LAZARD ASSET MANAGEMENT LLC | $798.2K | 121,870 | 0.00% | 5q | -9.9%-$87.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $737.3K | 112,570 | 0.00% | 2q | +711.0%+$646.4K |
| Vident Advisory, LLC | $721.4K | 110,136 | 0.01% | new | NEW |
| Inspire Investing, LLC | $698.1K | 106,580 | 0.03% | new | NEW |
| WELLS FARGO & COMPANY/MN | $682.0K | 104,126 | 0.00% | 23q | +944.0%+$616.7K |
| Bellevue Group AG | $651.3K | 99,442 | 0.01% | 12q | HELD |
| B. Metzler seel. Sohn & Co. AG | $637.3K | 97,304 | 0.01% | 13q | -8.0%-$55.2K |
| Louisiana State Employees Retirement System | $636.8K | 104,100 | 0.01% | 13q | +96.4%+$312.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $617.5K | 94,282 | 0.00% | 2q | -4.1%-$26.7K |
| ANTIPODES PARTNERS Ltd | $548.1K | 83,677 | 0.01% | 8q | +36.9%+$147.7K |
| ExodusPoint Capital Management, LP | $542.6K | 82,834 | 0.00% | 2q | +14.2%+$67.3K |
| JPMORGAN CHASE & CO | $503.0K | 79,089 | 0.00% | 23q | -6.8%-$36.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $487.5K | 59,829 | 0.00% | 8q | -89.3%-$4.0M |
| CAXTON ASSOCIATES LLP | $482.0K | 73,586 | 0.01% | new | NEW |
| XTX Topco Ltd | $465.1K | 71,010 | 0.01% | 2q | -73.7%-$1.3M |
| Illinois Municipal Retirement Fund | $460.2K | 70,265 | 0.01% | 12q | +9.2%+$38.6K |
| MetLife Investment Management, LLC | $455.0K | 69,473 | 0.00% | 18q | +3444.5%+$442.2K |
| Brevan Howard Capital Management LP | $435.7K | 66,514 | 0.00% | 2q | -43.7%-$337.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $398.7K | 60,864 | 0.00% | 21q | HELD |
| ALLSTATE CORP | $373.3K | 56,991 | 0.00% | new | NEW |
| Jupiter Topco LLC | $372.6K | 57,014 | 0.00% | new | FIRST |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 3.9% |
| 2026-07-08 | 13G/A | BlackRock, Inc. | 11.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | $872.5M | 133,138,757 | 57 | 83 | 64 | 0.1% |
| Q1 2026 | 238 | $763.8M | 133,466,986 | 53 | 90 | 52 | 0.3% |
| Q4 2025 | 238 | $1.3B | 146,218,074 | 46 | 60 | 88 | 0.1% |
| Q3 2025 | 219 | $1.7B | 140,631,604 | 38 | 79 | 75 | 0.2% |
| Q2 2025 | 217 | $1.5B | 129,438,415 | 40 | 65 | 77 | 0.1% |
| Q1 2025 | 219 | $1.2B | 119,456,245 | 45 | 82 | 58 | 0.1% |
| Q4 2024 | 204 | $1.2B | 113,357,759 | 37 | 71 | 63 | 0.1% |
| Q3 2024 | 207 | $1.4B | 115,331,682 | 42 | 51 | 82 | 0.0% |
| Q2 2024 | 196 | $1.7B | 120,066,912 | 25 | 63 | 72 | 0.0% |
| Q1 2024 | 195 | $2.2B | 121,633,354 | 21 | 65 | 59 | 0.0% |
| Q4 2023 | 190 | $2.1B | 119,337,359 | 20 | 68 | 65 | 0.0% |
| Q3 2023 | 177 | $1.5B | 103,204,431 | 18 | 56 | 71 | 0.1% |
| Q2 2023 | 182 | $1.9B | 102,930,949 | 29 | 68 | 60 | 0.1% |
| Q1 2023 | 177 | $2.5B | 104,514,056 | 30 | 66 | 55 | 0.1% |
| Q4 2022 | 157 | $1.2B | 77,050,901 | 31 | 44 | 58 | 0.0% |
| Q3 2022 | 189 | $1.6B | 122,592,590 | 42 | 59 | 57 | 0.0% |
| Q2 2022 | 163 | $2.8B | 128,685,006 | 24 | 60 | 54 | 0.1% |
| Q1 2022 | 162 | $1.8B | 86,109,923 | 25 | 75 | 35 | 0.0% |
| Q4 2021 | 164 | $2.4B | 83,212,579 | 46 | 70 | 30 | 0.2% |
| Q3 2021 | 143 | $2.4B | 71,327,465 | 60 | 49 | 17 | 0.3% |
| Q2 2021 | 93 | $1.3B | 46,019,934 | 20 | 35 | 29 | 0.5% |
| Q1 2021 | 100 | $1.2B | 43,736,880 | 34 | 45 | 16 | 0.6% |
| Q4 2020 | 100 | $1.1B | 33,215,231 | 100 | 0 | 0 | 0.0% |