Certara Ownership | Who Owns Certara?

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Certara Ownership Summary

Certara is owned by 52.11% institutional investors, 2.48% insiders, and 45.41% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.61% of CERT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.20% of its assets in Certara shares.

CERT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Certara	52.11%	2.48%	45.41%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Healthcare Information Services Stocks	40.75%	11.44%	47.80%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	13.83M	8.61%	$147.24M
Blackrock	13.42M	8.41%	$185.91M
Vanguard group	12.44M	7.74%	$132.45M
Wasatch advisors lp	8.94M	5.56%	$95.17M
Dimensional fund advisors lp	7.88M	4.90%	$83.89M
Arrowmark colorado	6.21M	3.87%	$66.17M
Geneva capital management	5.46M	3.40%	$58.13M
Teacher retirement system of texas	4.56M	2.84%	$48.54M
Massachusetts financial services co /ma/	4.08M	2.54%	$43.49M
Brown brothers harriman	3.82M	2.38%	$40.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Daventry group, lp	1.64M	6.68%	$17.49M
Norwood investment partners, lp	774.10K	5.88%	$8.24M
Kopion asset management	555.64K	4.15%	$5.92M
Geneva capital management	5.46M	1.01%	$58.13M
Arrowmark colorado	6.21M	0.89%	$66.17M
Samjo management	190.00K	0.76%	$2.02M
Wasatch advisors lp	8.94M	0.47%	$95.17M
Riverbridge partners	2.16M	0.31%	$23.05M
2xideas	206.01K	0.29%	$2.19M
Brown brothers harriman	3.82M	0.29%	$40.67M

Top Buyers

Holder	Shares	% Assets	Change
Arrowmark colorado	6.21M	0.89%	3.86M
Ameriprise financial	3.78M	0.01%	3.39M
Mackenzie financial	1.68M	0.02%	1.68M
Brown brothers harriman	3.82M	0.29%	1.49M
Bank of new york mellon	2.00M	0.00%	1.25M

Top Sellers

Holder	Shares	% Assets	Change
Mubadala investment co pjsc	-	-	-9.62M
Baillie gifford	-	-	-8.36M
T. rowe price investment management	-	-	-3.35M
Clearbridge investments	-	-	-2.78M
William blair investment management	13.83K	0.00%	-1.59M

New Positions

Holder	Shares	% Assets	Change	Value
Mackenzie financial	1.68M	0.02%	1.68M	$13.73M
Exoduspoint capital management, lp	1.08M	0.08%	1.08M	$11.54M
Norwood investment partners, lp	774.10K	5.88%	774.10K	$8.24M
Raymond james financial	340.65K	0.00%	340.65K	$3.63M
Bnp paribas arbitrage, snc	279.06K	0.00%	279.06K	$2.97M

Sold Out

Holder	Change
Claris advisors, llc / mo /	-2.00
Sjs investment consulting	-4.00
Mendota financial group	-8.00
Rothschild investment	-10.00
Federation des caisses desjardins du quebec	-20.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	161	-28.76%	83,709,254	-27.68%	52	1.00%	89	-18.35%	53	-39.08%
Sep 30, 2024	226	4.63%	115,707,463	-3.51%	72	1.29%	108	10.20%	88	3.53%
Jun 30, 2024	212	-2.75%	119,864,377	0.32%	75	1.34%	97	-10.19%	84	20.00%
Mar 31, 2024	218	2.35%	119,477,871	1.07%	74	1.36%	108	-1.82%	70	-12.50%
Dec 31, 2023	213	5.97%	118,215,778	10.49%	74	1.64%	110	25.00%	80	-6.98%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	6.77M	4.20%	4.69K
Wasatch Core Growth	5.24M	3.26%	-80.61K
Vanguard US Total Market Shares ETF	3.82M	2.37%	20.40K
Vanguard Total Stock Mkt Idx Inv	3.80M	2.36%	-
Vanguard Small Cap Index	3.08M	1.91%	2.54K
Vanguard Explorer Inv	2.98M	1.85%	1.87M
ClearBridge Small Cap Growth A	2.47M	1.54%	-596.10K
CT (Lux) American Smaller Com 9U USD	2.44M	1.51%	174.29K
ClearBridge Small Cap Growth	2.05M	1.27%	-1.02M
Nationwide Geneva Small Cap Gr Instl Svc	1.78M	1.10%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Apr 02, 2024	SMITH PATRICK F	PRESIDENT, DRUG DEV SOLUTIONS	Sell	$5.80K
Apr 02, 2024	SMITH PATRICK F	PRESIDENT, DRUG DEV SOLUTIONS	Sell	$50.65K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	-	7

CERT Ownership FAQ

Who Owns Certara?

Certara shareholders are primarily institutional investors at 52.11%, followed by 2.48% insiders and 45.41% retail investors. The average institutional ownership in Certara's industry, Healthcare Information Services Stocks , is 40.75%, which Certara exceeds.

Who owns the most shares of Certara?

Certara’s largest shareholders are Blackrock funding, inc. /de (13.83M shares, 8.61%), Blackrock (13.42M shares, 8.41%), and Vanguard group (12.44M shares, 7.74%). Together, they hold 24.76% 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?

Daventry group, lp is Certara’s biggest shareholder by percentage of total assets invested, with 6.68% of its assets in 1.64M Certara shares, valued at 17.49M$.

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 4.20% of its total shares outstanding invested in 6.77M Certara shares.

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