Certara Ownership | Who Owns Certara?
Certara Ownership Summary
Certara is owned by 66.85% institutional investors, 2.51% insiders, and 30.64% retail investors. Wasatch advisors lp is the largest institutional shareholder, holding 10.74% of CERT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.57% of its assets in Certara shares.
CERT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Certara | 66.85% | 2.51% | 30.64% |
| Sector | Healthcare Stocks | 232.63% | 10.66% | -143.29% |
| Industry | Healthcare Information Services Stocks | 33.19% | 12.66% | 54.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wasatch advisors lp | 17.22M | 10.74% | $151.74M |
| Blackrock funding, inc. /de | 13.93M | 8.68% | $122.70M |
| Blackrock | 13.42M | 8.41% | $185.91M |
| Vanguard group | 11.92M | 7.43% | $104.98M |
| Dimensional fund advisors lp | 8.39M | 5.23% | $73.89M |
| Arrowmark colorado | 7.38M | 4.59% | $90.17M |
| Deerfield management company, l.p. (series c) | 6.74M | 4.19% | $82.36M |
| Teacher retirement system of texas | 5.60M | 3.49% | $49.36M |
| Geneva capital management | 5.41M | 3.37% | $47.68M |
| Morgan stanley | 5.06M | 3.15% | $44.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kopion asset management | 982.71K | 6.19% | $8.66M |
| Roubaix capital | 563.06K | 2.12% | $4.96M |
| Arrowmark colorado | 7.38M | 1.67% | $90.17M |
| 1492 capital management | 388.54K | 1.31% | $3.42M |
| Deerfield management company, l.p. (series c) | 6.74M | 1.26% | $82.36M |
| Pier capital | 840.45K | 1.18% | $7.40M |
| Topline capital management | 546.47K | 1.15% | $6.68M |
| Nano cap new millennium growth fund l p | 150.00K | 1.13% | $1.32B |
| Wasatch advisors lp | 17.22M | 0.90% | $151.74M |
| Geneva capital management | 5.41M | 0.90% | $47.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jefferies financial group | 3.03M | 0.14% | 3.03M |
| Deerfield management company, l.p. (series c) | 6.74M | 1.26% | 2.81M |
| Morgan stanley | 5.06M | 0.00% | 1.88M |
| Fort washington investment advisors inc /oh/ | 2.27M | 0.11% | 1.30M |
| Dixon mitchell investment counsel | 866.38K | 0.38% | 866.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mubadala investment co pjsc | - | - | -9.62M |
| Baillie gifford | - | - | -8.36M |
| Clearbridge investments | - | - | -2.78M |
| Daventry group, lp | - | - | -1.80M |
| Granite investment partners | - | - | -1.08M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jefferies financial group | 3.03M | 0.14% | 3.03M | $26.71M |
| Dixon mitchell investment counsel | 866.38K | 0.38% | 866.38K | $10.59M |
| Topline capital management | 546.47K | 1.15% | 546.47K | $6.68M |
| Norges bank | 275.32K | 0.00% | 275.32K | $2.93M |
| Global alpha capital management | 172.70K | 0.09% | 172.70K | $1.52M |
Sold Out
| Holder | Change |
|---|---|
| Activest wealth management | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Global financial private client | -6.00 |
| Mendota financial group | -8.00 |
| Newedge advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 186 | -22.82% | 107,233,386 | -24.15% | 66 | 0.87% | 92 | -28.68% | 68 | -20.00% |
| Sep 30, 2025 | 207 | -8.41% | 101,056,023 | -18.56% | 62 | 1.06% | 111 | -1.77% | 76 | -13.64% |
| Jun 30, 2025 | 233 | -3.72% | 128,204,851 | 5.15% | 79 | 1.39% | 115 | -21.77% | 91 | 44.44% |
| Mar 31, 2025 | 241 | 7.11% | 121,923,442 | 4.79% | 75 | 1.44% | 146 | 14.06% | 63 | -10.00% |
| Dec 31, 2024 | 161 | -28.76% | 83,709,254 | -27.68% | 52 | 1.00% | 89 | -18.35% | 53 | -39.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.27M | 4.57% | 81.17K |
| Wasatch Core Growth | 5.43M | 3.41% | -584.48K |
| Vanguard Total Stock Mkt Idx Inv | 3.81M | 2.39% | - |
| Vanguard US Total Market Shares ETF | 3.82M | 2.37% | 20.40K |
| Vanguard Small Cap Index | 2.71M | 1.70% | 7.15K |
| CT (Lux) American Smaller Com 9U USD | 2.66M | 1.66% | -475.80K |
| ClearBridge Small Cap Growth A | 2.47M | 1.54% | -596.10K |
| American Funds SMALLCAP World A | 2.16M | 1.36% | - |
| Fort Washington Small Company Equity | 2.15M | 1.35% | 1.23M |
| ClearBridge Small Cap Growth | 2.05M | 1.27% | -1.02M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 11, 2025 | Feehery William F | CHIEF EXECUTIVE OFFICER | Buy | $200.00K |
| Sep 09, 2025 | Pedersen Leif E | PRESIDENT, CHIEF COMMERCAL OFF | Sell | $559.37K |
| Oct 07, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell | $59.66K |
| Sep 09, 2024 | Pedersen Leif E | PRESIDENT, CHIEF COMMERCAL OFF | Sell | $578.32K |
| Apr 02, 2024 | SMITH PATRICK F | PRESIDENT, DRUG DEV SOLUTIONS | Sell | $11.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 1 |
CERT Ownership FAQ
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