Certara Ownership | Who Owns Certara?

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Certara Ownership Summary

Certara is owned by 85.77% institutional investors, 2.73% insiders, and 11.50% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 11.93% of CERT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.66% of its assets in Certara shares.

CERT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Certara	85.77%	2.73%	11.50%
Sector	Healthcare Stocks	50.47%	12.28%	37.25%
Industry	Healthcare Information Services Stocks	52.09%	10.64%	37.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	18.82M	11.93%	$123.26M
Blackrock	13.42M	8.41%	$185.91M
Vanguard group	11.92M	7.43%	$104.98M
Deerfield management company, l.p. (series c)	7.51M	4.76%	$49.21M
Haveli investment management	7.40M	4.69%	$48.47M
Jefferies financial group	6.86M	4.28%	$39.09M
Dimensional fund advisors lp	6.02M	3.82%	$39.45M
Vanguard capital management	5.28M	3.35%	$34.60M
State street	4.82M	3.06%	$31.58M
Wasatch advisors lp	4.30M	2.73%	$28.16M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Haveli investment management	7.40M	26.95%	$48.47M
Kopion asset management	1.86M	7.69%	$12.17M
Tejara capital	1.29M	3.48%	$8.47M
Nano cap new millennium growth fund l p	250.00K	1.26%	$1.64M
Advantage alpha capital partners lp	209.76K	0.77%	$2.56M
Deerfield management company, l.p. (series c)	7.51M	0.51%	$49.21M
2xideas	184.20K	0.48%	$2.25M
Bastion asset management	160.17K	0.33%	$980.53K
Dixon mitchell investment counsel	1.55M	0.33%	$10.13M
Arrowmark colorado	1.00M	0.27%	$6.56M

Top Buyers

Holder	Shares	% Assets	Change
Haveli investment management	7.40M	26.95%	7.40M
Blackrock funding, inc. /de	18.82M	0.00%	4.51M
Jefferies financial group	6.86M	0.27%	3.83M
Systematic financial management lp	1.89M	0.25%	1.89M
Boston partners	1.68M	0.01%	1.68M

Top Sellers

Holder	Shares	% Assets	Change
Mubadala investment co pjsc	-	-	-9.62M
Baillie gifford	-	-	-8.36M
Arrowmark colorado	1.00M	0.27%	-3.59M
Citadel advisors	1.09M	0.00%	-3.45M
Teacher retirement system of texas	-	-	-2.96M

New Positions

Holder	Shares	% Assets	Change	Value
Haveli investment management	7.40M	26.95%	7.40M	$48.47M
Boston partners	1.68M	0.01%	1.68M	$11.03M
Sixth street partners management company	977.91K	0.00%	977.91K	$6.41M
Tudor investment corp et al	579.22K	0.01%	579.22K	$3.79M
First eagle investment management	519.90K	0.01%	519.90K	$3.41M

Sold Out

Holder	Change
Bay harbor wealth management	-1.00
Dinuzzo private wealth	-1.00
Hfm investment advisors	-1.00
Claris advisors, llc / mo /	-2.00
Dunhill financial	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	242	-5.84%	135,311,681	0.44%	85	1.22%	149	-7.45%	68	7.94%
Mar 31, 2026	256	-	134,709,324	-8.57%	83	1.00%	160	25.00%	63	-32.98%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	7.11M	4.66%	4.90K
Vanguard Morn Total Stk Mkt Idx Investor	3.72M	2.39%	-87.20K
Vanguard Total Stock Mkt Idx Inv	3.72M	2.39%	-87.20K
Vanguard US Total Market Shares ETF	3.82M	2.37%	20.40K
iShares Russell 2000 ETF	2.95M	1.93%	-52.42K
Fort Washington Small Company Equity	2.81M	1.80%	183.93K
Vanguard Small Cap Index	2.67M	1.72%	-83.09K
CT (Lux) American Smaller Com 9U USD	2.66M	1.66%	-475.80K
ClearBridge Small Cap Growth A	2.47M	1.54%	-596.10K
Touchstone Small Company A	2.20M	1.41%	177.63K

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
2026 Q3	-	-
2026 Q2	-	-
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	-	1

CERT Ownership FAQ

Who Owns Certara?

Certara shareholders are primarily institutional investors at 85.77%, followed by 2.73% insiders and 11.50% retail investors. The average institutional ownership in Certara's industry, Healthcare Information Services Stocks , is 52.09%, which Certara exceeds.

Who owns the most shares of Certara?

Certara’s largest shareholders are Blackrock funding, inc. /de (18.82M shares, 11.93%), Blackrock (13.42M shares, 8.41%), and Vanguard group (11.92M shares, 7.43%). Together, they hold 27.77% of Certara’s total shares outstanding.

Does Blackrock own Certara?

Yes, BlackRock owns 8.41% of Certara, totaling 13.42M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 185.91M$. In the last quarter, BlackRock decreased its holdings by -565K shares, a -4.04% change.

Who is Certara’s biggest shareholder by percentage of total assets invested?

Haveli investment management is Certara’s biggest shareholder by percentage of total assets invested, with 26.95% of its assets in 7.4M Certara shares, valued at 48.47M$.

Who is the top mutual fund holder of Certara shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Certara shares, with 4.66% of its total shares outstanding invested in 7.11M Certara shares.

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