Certara Ownership 2024 | Who Owns Certara Now?
Institutional Ownership
19.68%
Insider Ownership
3.01%
Retail Ownership
77.32%
Institutional Holders
91.00
Certara Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 8.41% | 0.00% | 13,423,380 | -565,446 | -4.04% | 185,913,815 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.84% | 0.00% | 12,499,032 | -56,348 | -0.45% | 173,111,593 | Jun 30, 2024 |
| MUBADALA INVESTMENT CO PJSC | 6.03% | 0.54% | 9,615,384 | - | - | 133,173,068 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 5.24% | 0.09% | 8,357,301 | -180,243 | -2.11% | 115,748,619 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 4.62% | 0.55% | 7,364,865 | 2,440,020 | 49.55% | 102,003,380 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 3.43% | 1.38% | 5,472,817 | 1,068,618 | 24.26% | 75,798,515 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.27% | 0.19% | 5,216,888 | -502,902 | -8.79% | 72,253,899 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 2.56% | 0.05% | 4,087,397 | -85,798 | -2.06% | 56,610,451 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.54% | 0.00% | 4,049,295 | -309,850 | -7.11% | 56,082,736 | Jun 30, 2024 |
| STATE STREET CORP | 2.23% | 0.00% | 3,557,288 | -353 | -0.01% | 49,268,439,000 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 2.18% | 0.58% | 3,483,054 | -44,872 | -1.27% | 48,240,298 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.10% | 0.03% | 3,354,430 | 152,132 | 4.75% | 46,459,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.93% | 0.01% | 3,079,023 | 273,095 | 9.73% | 42,642,615 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.74% | 0.01% | 2,773,892 | 248,448 | 9.84% | 38,418,404 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.65% | 0.50% | 2,638,667 | -179,844 | -6.38% | 36,545,535 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.19% | 0.00% | 1,905,327 | 36,293 | 1.94% | 26,395,644 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 1.09% | 0.01% | 1,745,471 | -33,463 | -1.88% | 24,174,773 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.93% | 0.00% | 1,477,253 | 100,088 | 7.27% | 20,460,000 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 0.87% | 0.11% | 1,395,579 | -231,137 | -14.21% | 19,328,781 | Jun 30, 2024 |
| DAVENTRY GROUP, LP | 0.82% | 8.09% | 1,308,572 | 791,405 | 153.03% | 18,123,722 | Jun 30, 2024 |
Certara's largest institutional shareholder is BLACKROCK INC., holding 8.41% of the company's total share outstanding, currently valued at $185.91M. The top 10 institutional shareholders own together 46.16% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DAVENTRY GROUP, LP | 0.82% | 8.09% | 1,308,572 | 791,405 | 153.03% | 18,123,722 | Jun 30, 2024 |
| BOONE CAPITAL MANAGEMENT LLC | 0.45% | 2.60% | 718,983 | 718,983 | 100.00% | 9,957,915 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 3.43% | 1.38% | 5,472,817 | 1,068,618 | 24.26% | 75,798,515 | Jun 30, 2024 |
| 2XIDEAS AG | 0.40% | 1.11% | 644,328 | 41,644 | 6.91% | 8,923,943 | Jun 30, 2024 |
| PEMBROKE MANAGEMENT, LTD | 0.25% | 0.76% | 406,324 | -35,276 | -7.99% | 5,627,587 | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.68% | 0.62% | 1,079,969 | -133,253 | -10.98% | 14,957,571 | Jun 30, 2024 |
| ARROWMARK COLORADO HOLDINGS LLC | 2.18% | 0.58% | 3,483,054 | -44,872 | -1.27% | 48,240,298 | Jun 30, 2024 |
| WASATCH ADVISORS LP | 4.62% | 0.55% | 7,364,865 | 2,440,020 | 49.55% | 102,003,380 | Jun 30, 2024 |
| MUBADALA INVESTMENT CO PJSC | 6.03% | 0.54% | 9,615,384 | - | - | 133,173,068 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.65% | 0.50% | 2,638,667 | -179,844 | -6.38% | 36,545,535 | Jun 30, 2024 |
| EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. | 0.07% | 0.28% | 118,419 | -9,888 | -7.71% | 1,639,511 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.58% | 0.20% | 927,565 | 407,175 | 78.24% | 12,846,775 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.27% | 0.19% | 5,216,888 | -502,902 | -8.79% | 72,253,899 | Jun 30, 2024 |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 0.15% | 0.14% | 243,873 | 14,723 | 6.42% | 3,377,641 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.20% | 0.12% | 316,438 | -30,312 | -8.74% | 4,382,666 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 0.87% | 0.11% | 1,395,579 | -231,137 | -14.21% | 19,328,781 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.01% | 0.10% | 11,710 | 11,710 | 100.00% | 162,184 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 5.24% | 0.09% | 8,357,301 | -180,243 | -2.11% | 115,748,619 | Jun 30, 2024 |
| MOTLEY FOOL ASSET MANAGEMENT LLC | 0.05% | 0.08% | 87,024 | -11,542 | -11.71% | 1,187,007 | Jun 30, 2024 |
| ZIONS BANCORPORATION, N.A. | 0.04% | 0.07% | 64,816 | -2,236 | -3.33% | 897,702 | Jun 30, 2024 |
The largest Certara shareholder by % of total assets is DAVENTRY GROUP, LP. The company owns 1.31M shares of Certara (CERT), representing 8.09% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 4.62% | 0.55% | 7,364,865 | 2,440,020 | 49.55% | 102,003,380 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 3.43% | 1.38% | 5,472,817 | 1,068,618 | 24.26% | 75,798,515 | Jun 30, 2024 |
| DAVENTRY GROUP, LP | 0.82% | 8.09% | 1,308,572 | 791,405 | 153.03% | 18,123,722 | Jun 30, 2024 |
| BOONE CAPITAL MANAGEMENT LLC | 0.45% | 2.60% | 718,983 | 718,983 | 100.00% | 9,957,915 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.58% | 0.20% | 927,565 | 407,175 | 78.24% | 12,846,775 | Jun 30, 2024 |
| NORGES BANK | 0.25% | 0.00% | 399,541 | 399,541 | 100.00% | 5,533,643 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.63% | 0.02% | 997,871 | 282,357 | 39.46% | 13,820,555,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.93% | 0.01% | 3,079,023 | 273,095 | 9.73% | 42,642,615 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.74% | 0.01% | 2,773,892 | 248,448 | 9.84% | 38,418,404 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.10% | 0.03% | 3,354,430 | 152,132 | 4.75% | 46,459,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.93% | 0.00% | 1,477,253 | 100,088 | 7.27% | 20,460,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.16% | 0.00% | 257,106 | 97,285 | 60.87% | 3,560,918 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.51% | 0.00% | 820,017 | 78,052 | 10.52% | 11,357,236 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 0.51% | 0.03% | 810,206 | 62,912 | 8.42% | 11,221,353 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.12% | 0.00% | 189,870 | 62,471 | 49.04% | 2,628,770 | Jun 30, 2024 |
| OPPENHEIMER ASSET MANAGEMENT INC. | 0.12% | 0.04% | 197,724 | 61,980 | 45.66% | 2,738,477 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.04% | 0.01% | 56,456 | 56,456 | 100.00% | 781,916 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.36% | 0.00% | 573,660 | 43,403 | 8.19% | 7,945,197 | Jun 30, 2024 |
| 2XIDEAS AG | 0.40% | 1.11% | 644,328 | 41,644 | 6.91% | 8,923,943 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.19% | 0.00% | 1,905,327 | 36,293 | 1.94% | 26,395,644 | Jun 30, 2024 |
As of Jun 30 2024, Certara's largest institutional buyer is WASATCH ADVISORS LP. The company purchased 2.44M stocks of CERT, valued at $102.00M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0.28% | 0.00% | 445,192 | -1,754,943 | -79.77% | 6,165,909 | Jun 30, 2024 |
| BAMCO INC /NY/ | 0.15% | 0.01% | 240,000 | -845,950 | -77.90% | 3,324,000 | Jun 30, 2024 |
| BLACKROCK INC. | 8.41% | 0.00% | 13,423,380 | -565,446 | -4.04% | 185,913,815 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.27% | 0.19% | 5,216,888 | -502,902 | -8.79% | 72,253,899 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.01% | 0.00% | 22,094 | -317,405 | -93.49% | 306,001 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.54% | 0.00% | 4,049,295 | -309,850 | -7.11% | 56,082,736 | Jun 30, 2024 |
| LONDON CO OF VIRGINIA | 0.87% | 0.11% | 1,395,579 | -231,137 | -14.21% | 19,328,781 | Jun 30, 2024 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 0.08% | 0.04% | 122,900 | -220,934 | -64.26% | 1,702,165 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -220,000 | -100.00% | - | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 5.24% | 0.09% | 8,357,301 | -180,243 | -2.11% | 115,748,619 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 1.65% | 0.50% | 2,638,667 | -179,844 | -6.38% | 36,545,535 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | - | - | -164,629 | -100.00% | - | Jun 30, 2024 |
| GRANITE INVESTMENT PARTNERS, LLC | 0.68% | 0.62% | 1,079,969 | -133,253 | -10.98% | 14,957,571 | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | 0.05% | 0.01% | 79,578 | -119,751 | -60.08% | 1,102,155 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.03% | 0.00% | 54,449 | -96,135 | -63.84% | 754,119 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -92,713 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 2.56% | 0.05% | 4,087,397 | -85,798 | -2.06% | 56,610,451 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.21% | 0.01% | 338,760 | -71,710 | -17.47% | 4,691,826 | Jun 30, 2024 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.06% | 0.00% | 89,459 | -70,954 | -44.23% | 1,239,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.00% | - | 1,858 | -63,422 | -97.15% | 25,734 | Jun 30, 2024 |
As of Jun 30 2024, Certara's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -1.75M shares of CERT, valued at $6.17M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BOONE CAPITAL MANAGEMENT LLC | 0.45% | 2.60% | 718,983 | 718,983 | 100.00% | 9,957,915 | Jun 30, 2024 |
| NORGES BANK | 0.25% | 0.00% | 399,541 | 399,541 | 100.00% | 5,533,643 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.04% | 0.01% | 56,456 | 56,456 | 100.00% | 781,916 | Jun 30, 2024 |
| CHOREO, LLC | 0.02% | 0.01% | 25,513 | 25,513 | 100.00% | 347,978 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 22,468 | 22,468 | 100.00% | 311,182 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 16,242 | 16,242 | 100.00% | 224,951 | Jun 30, 2024 |
| CLARET ASSET MANAGEMENT CORP | 0.01% | 0.03% | 13,354 | 13,354 | 100.00% | 185,000 | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 12,229 | 12,229 | 100.00% | 169,372 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.01% | 0.10% | 11,710 | 11,710 | 100.00% | 162,184 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 11,267 | 11,267 | 100.00% | 156,000 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 10,964 | 10,964 | 100.00% | 151,851 | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | 0.01% | 0.00% | 10,517 | 10,517 | 100.00% | 145,665 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 5,457 | 5,457 | 100.00% | 75,579 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 2,568 | 2,568 | 100.00% | 35,567 | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.00% | 0.00% | 1,319 | 1,319 | 100.00% | 18,268 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 303 | 303 | 100.00% | 4,197 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 295 | 295 | 100.00% | 4,026 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 272 | 272 | 100.00% | 3,944 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 211 | 211 | 100.00% | 2,923 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 104 | 104 | 100.00% | 1,441 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.00% | 85 | 85 | 100.00% | 1,177 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 23 | 23 | 100.00% | 319 | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | 8 | 8 | 100.00% | 111 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 6 | 6 | 100.00% | 83 | Jun 30, 2024 |
Certara's largest new institutional shareholder by number of shares is BOONE CAPITAL MANAGEMENT LLC, purchased 718.98K shares, valued at $9.96M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -220,000 | -100.00% | - | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | - | - | -164,629 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -92,713 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -41,809 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -31,960 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -24,168 | -100.00% | - | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | - | - | - | -21,424 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -16,792 | -100.00% | - | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | - | - | - | -15,587 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -14,114 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -13,711 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -13,534 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -11,597 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -11,495 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -6,315 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -2,617 | -100.00% | - | Jun 30, 2024 |
| WHITTIER TRUST CO | - | - | - | -1,288 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| SUNBELT SECURITIES, INC. | - | - | - | -325 | -100.00% | - | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -253 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -135 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -96 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -83 | -100.00% | - | Jun 30, 2024 |
| TOTH FINANCIAL ADVISORY CORP | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
Certara's largest sold out institutional shareholder by shares sold is INTRINSIC EDGE CAPITAL MANAGEMENT LLC, sold -0.22M shares, valued at -, as of undefined.
Certara Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 1.16% | 189,700 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.40% | 1,464,712 | 343,600 | 30.65% | Mar 31, 2024 |
| MERIDIAN FUND INC | 0.38% | 880,060 | -215,970 | -19.70% | Mar 28, 2024 |
| BlackRock Innovation & Growth Trust | 0.38% | 396,935 | - | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.32% | 3,001,860 | 655,581 | 27.94% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.29% | 236,365 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.29% | 46,919 | - | - | Jan 31, 2024 |
| T. Rowe Price New Horizons Fund, Inc. | 0.20% | 1,018,720 | - | - | Mar 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.20% | 185,322 | - | - | Jan 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.19% | 1,622,700 | -18,500 | -1.13% | Jan 31, 2024 |
| BlackRock Health Sciences Trust II | 0.19% | 504,495 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.16% | 83,831 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.15% | 633,244 | 16,874 | 2.74% | Feb 29, 2024 |
| T. Rowe Price Health Sciences Fund, Inc. | 0.13% | 430,219 | - | - | Mar 31, 2024 |
| VANGUARD EXPLORER FUND | 0.13% | 1,591,462 | 122,656 | 8.35% | Jan 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.13% | 2,947 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.12% | 385,573 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.12% | 3,631 | 1,235 | 51.54% | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.10% | 700,591 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.10% | 107,898 | -16,615 | -13.34% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.09% | 892,831 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.09% | 52,761 | -208 | -0.39% | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.09% | 1,696,143 | -5,627 | -0.33% | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.09% | 335,921 | -7,730 | -2.25% | Jan 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.08% | 308,400 | - | - | Dec 29, 2023 |
| GLENMEDE FUND INC | 0.06% | 561,878 | -15,990 | -2.77% | Jan 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.06% | 3,194,118 | -32,348 | -1.00% | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.06% | 684,477 | 158,500 | 30.13% | Mar 31, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.06% | 178,871 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.06% | 452,380 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.06% | 44,293 | - | - | Mar 31, 2024 |
| AB CAP FUND, INC. | 0.05% | 1,863,941 | - | - | Jan 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.05% | 37,940 | - | - | Mar 31, 2024 |
| ACAP Strategic Fund | 0.04% | 653,728 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.03% | 753,028 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.03% | 628,210 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.03% | 56,784 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 10,171,474 | -1,566,305 | -13.34% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.02% | 53,220 | -12,249 | -18.71% | Feb 29, 2024 |
| Guggenheim Variable Funds Trust | 0.02% | 84,129 | - | - | Dec 31, 2023 |
| Advisors Preferred Trust | 0.02% | 139,395 | - | - | Mar 31, 2024 |
| BAILLIE GIFFORD FUNDS | 0.02% | 199,503 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 56,928 | - | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.02% | 463,357 | 463,357 | - | Mar 31, 2024 |
| SMALLCAP WORLD FUND INC | 0.02% | 1,254,554 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.02% | 115,785 | - | - | Mar 31, 2024 |
| MFS VARIABLE INSURANCE TRUST | 0.02% | 490,791 | -7,975 | -1.60% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 3,092 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 43,739 | 713 | 1.66% | Feb 29, 2024 |
| WILLIAM BLAIR FUNDS | 0.01% | 1,237,066 | -119,717 | -8.82% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 26,577 | - | - | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.01% | 1,364,593 | 264,276 | 24.02% | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 552,356 | - | - | Mar 31, 2024 |
| Brown Advisory Funds | 0.01% | 245,208 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 64,966 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.01% | 340,537 | -52,752 | -13.41% | Mar 31, 2024 |
| BARON SELECT FUNDS | 0.01% | 67,000 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.01% | 181,884 | -10,262 | -5.34% | Mar 31, 2024 |
| AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.01% | 24,506 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 1,043,114 | 24,817 | 2.44% | Feb 29, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 65,469 | 15,018 | 29.77% | Feb 29, 2024 |
| ETF Managers Trust | 0.00% | 32,914 | - | - | Dec 31, 2023 |
| FIDELITY PURITAN TRUST | 0.00% | 221,480 | - | - | Jan 31, 2024 |
| BlackRock ETF Trust | 0.00% | 3,761 | - | - | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 854,051 | -8,870 | -1.03% | Mar 31, 2024 |
| Series Portfolios Trust | 0.00% | 25,668 | 15,309 | 147.78% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 24,839 | - | - | Jan 31, 2024 |
| FORUM FUNDS | 0.00% | 8,695 | - | - | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 639,578 | - | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 58,430 | -6,451 | -9.94% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 12,693 | - | - | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 4,987 | -1,017 | -16.94% | Feb 29, 2024 |
| CARILLON SERIES TRUST | 0.00% | 159,508 | -10,948 | -6.42% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 243,747 | -178,012 | -42.21% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 76,944 | -5,802 | -7.01% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 10,855 | 1,458 | 15.52% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.00% | 17,900 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 908,198 | 147,880 | 19.45% | Jan 31, 2024 |
| JPMorgan Trust I | 0.00% | 2,253,765 | - | - | Jan 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 147,413 | - | - | Jan 31, 2024 |
| Voya INVESTORS TRUST | 0.00% | 96,487 | 7,184 | 8.04% | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 405,651 | - | - | Feb 29, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 71,922 | 6,435 | 9.83% | Jan 31, 2024 |
| Listed Funds Trust | 0.00% | 8,147 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 404,064 | -24,174 | -5.64% | Feb 29, 2024 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.00% | 3,965 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 490,881 | - | - | Dec 31, 2023 |
| FIDELITY CAPITAL TRUST | 0.00% | 17,100 | - | - | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 43,500 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.00% | 11,558 | -6,416 | -35.70% | Mar 28, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 110,295 | -2,900 | -2.56% | Mar 28, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 50,966 | -707 | -1.37% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 71,523 | -2,351 | -3.18% | Dec 31, 2023 |
| OLD WESTBURY FUNDS INC | 0.00% | 170,165 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 38,640 | -7,192 | -15.69% | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 133,694 | -2,228 | -1.64% | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,185,301 | -17,731 | -1.47% | Jan 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.00% | 12,320 | - | - | Dec 31, 2023 |
| RBB FUND, INC. | 0.00% | 98,566 | 50,896 | 106.77% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 67,700 | - | - | Feb 29, 2024 |
Certara's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 189.70K shares, compromising 1.16% of its total assets.
Certara Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 91 | -58.06% |
| 31 Mar, 24 | 217 | 2.84% |
| 31 Dec, 23 | 211 | 5.50% |
| 30 Sep, 23 | 200 | -4.31% |
| 30 Jun, 23 | 209 | -1.42% |
| 31 Mar, 23 | 212 | 9.84% |
| 31 Dec, 22 | 193 | 4.32% |
| 30 Sep, 22 | 185 | 15.63% |
| 30 Jun, 22 | 160 | - |
| 31 Mar, 22 | 160 | -0.62% |
| 31 Dec, 21 | 161 | 11.03% |
| 30 Sep, 21 | 145 | 55.91% |
| 30 Jun, 21 | 93 | -7.00% |
| 31 Mar, 21 | 100 | - |
| 31 Dec, 20 | 100 | - |
As of 30 Jun 24, 91 institutions are holding Certara's shares, representing a decrease of -58.06% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 31,387,953 | -73.73% |
| 31 Mar, 24 | 119,477,655 | 1.12% |
| 31 Dec, 23 | 118,157,840 | 10.49% |
| 30 Sep, 23 | 106,938,262 | -0.71% |
| 30 Jun, 23 | 107,701,717 | -0.96% |
| 31 Mar, 23 | 108,750,188 | 15.63% |
| 31 Dec, 22 | 94,048,785 | -22.68% |
| 30 Sep, 22 | 121,637,125 | -1.78% |
| 30 Jun, 22 | 123,846,102 | 44.43% |
| 31 Mar, 22 | 85,747,813 | 3.21% |
| 31 Dec, 21 | 83,081,636 | 16.60% |
| 30 Sep, 21 | 71,250,953 | 54.84% |
| 30 Jun, 21 | 46,014,565 | 5.22% |
| 31 Mar, 21 | 43,730,291 | 31.72% |
| 31 Dec, 20 | 33,198,986 | - |
Certara (CERT) has 31.39M shares outstanding as of 30 Jun 24, down -73.73% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 19.68% | 0.35% |
| 31 Mar, 24 | 74.94% | 1.36% |
| 31 Dec, 23 | 74.24% | 1.64% |
| 30 Sep, 23 | 67.28% | 1.45% |
| 30 Jun, 23 | 68.09% | 1.44% |
| 31 Mar, 23 | 68.75% | 1.91% |
| 31 Dec, 22 | 59.95% | 1.00% |
| 30 Sep, 22 | 77.41% | 1.24% |
| 30 Jun, 22 | 79.15% | 2.62% |
| 31 Mar, 22 | 54.99% | 1.93% |
| 31 Dec, 21 | 53.39% | 2.34% |
| 30 Sep, 21 | 47.81% | 4.91% |
| 30 Jun, 21 | 31.20% | 3.53% |
| 31 Mar, 21 | 29.72% | 4.97% |
| 31 Dec, 20 | 24.46% | - |
As of 30 Jun 24, Certara is held by 19.68% institutional shareholders, representing a 0.35% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 40 | -62.96% |
| 31 Mar, 24 | 108 | - |
| 31 Dec, 23 | 108 | 22.73% |
| 30 Sep, 23 | 88 | -23.48% |
| 30 Jun, 23 | 115 | -7.26% |
| 31 Mar, 23 | 124 | 18.10% |
| 31 Dec, 22 | 105 | -2.78% |
| 30 Sep, 22 | 108 | 28.57% |
| 30 Jun, 22 | 84 | -17.65% |
| 31 Mar, 22 | 102 | -17.07% |
| 31 Dec, 21 | 123 | 9.82% |
| 30 Sep, 21 | 112 | 103.64% |
| 30 Jun, 21 | 55 | -30.38% |
| 31 Mar, 21 | 79 | -21.00% |
| 31 Dec, 20 | 100 | - |
40 institutional shareholders have increased their position in CERT stock as of 30 Jun 24 compared to 108 in the previous quarter (a -62.96% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 35 | -50.00% |
| 31 Mar, 24 | 70 | -12.50% |
| 31 Dec, 23 | 80 | -6.98% |
| 30 Sep, 23 | 86 | 19.44% |
| 30 Jun, 23 | 72 | 16.13% |
| 31 Mar, 23 | 62 | -12.68% |
| 31 Dec, 22 | 71 | 22.41% |
| 30 Sep, 22 | 58 | - |
| 30 Jun, 22 | 58 | 38.10% |
| 31 Mar, 22 | 42 | 55.56% |
| 31 Dec, 21 | 27 | 22.73% |
| 30 Sep, 21 | 22 | -33.33% |
| 30 Jun, 21 | 33 | 120.00% |
| 31 Mar, 21 | 15 | - |
| 31 Dec, 20 | - | - |
35 institutional shareholders have reduced their position in CERT stock as of 30 Jun 24 compared to 70 in the previous quarter (a -50.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 91 | -58.06% | 31,387,953 | -73.73% | 19.68% | 0.35% | 40 | -62.96% | 35 | -50.00% |
| 31 Mar, 24 | 217 | 2.84% | 119,477,655 | 1.12% | 74.94% | 1.36% | 108 | - | 70 | -12.50% |
| 31 Dec, 23 | 211 | 5.50% | 118,157,840 | 10.49% | 74.24% | 1.64% | 108 | 22.73% | 80 | -6.98% |
| 30 Sep, 23 | 200 | -4.31% | 106,938,262 | -0.71% | 67.28% | 1.45% | 88 | -23.48% | 86 | 19.44% |
| 30 Jun, 23 | 209 | -1.42% | 107,701,717 | -0.96% | 68.09% | 1.44% | 115 | -7.26% | 72 | 16.13% |
| 31 Mar, 23 | 212 | 9.84% | 108,750,188 | 15.63% | 68.75% | 1.91% | 124 | 18.10% | 62 | -12.68% |
| 31 Dec, 22 | 193 | 4.32% | 94,048,785 | -22.68% | 59.95% | 1.00% | 105 | -2.78% | 71 | 22.41% |
| 30 Sep, 22 | 185 | 15.63% | 121,637,125 | -1.78% | 77.41% | 1.24% | 108 | 28.57% | 58 | - |
| 30 Jun, 22 | 160 | - | 123,846,102 | 44.43% | 79.15% | 2.62% | 84 | -17.65% | 58 | 38.10% |
| 31 Mar, 22 | 160 | -0.62% | 85,747,813 | 3.21% | 54.99% | 1.93% | 102 | -17.07% | 42 | 55.56% |
| 31 Dec, 21 | 161 | 11.03% | 83,081,636 | 16.60% | 53.39% | 2.34% | 123 | 9.82% | 27 | 22.73% |
| 30 Sep, 21 | 145 | 55.91% | 71,250,953 | 54.84% | 47.81% | 4.91% | 112 | 103.64% | 22 | -33.33% |
| 30 Jun, 21 | 93 | -7.00% | 46,014,565 | 5.22% | 31.20% | 3.53% | 55 | -30.38% | 33 | 120.00% |
| 31 Mar, 21 | 100 | - | 43,730,291 | 31.72% | 29.72% | 4.97% | 79 | -21.00% | 15 | - |
| 31 Dec, 20 | 100 | - | 33,198,986 | - | 24.46% | - | 100 | - | - | - |
Certara Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Certara's stock was made by Aspbury Robert on Jul 02 2024, selling 862 shares at $13.85 per share (valued at $11.94K).
Certara Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 36 | 46 | 78.26% |
| Q1 2024 | 6 | 9 | 66.67% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 2 | 2 | 100.00% |
| Q2 2023 | 21 | 10 | 210.00% |
| Q1 2023 | 8 | 24 | 33.33% |
| Q4 2022 | 1 | 7 | 14.29% |
| Q3 2022 | 6 | 8 | 75.00% |
| Q2 2022 | 14 | 12 | 116.67% |
| Q1 2022 | - | 18 | - |
| Q4 2021 | 1 | 45 | 2.22% |
| Q3 2021 | 5 | 38 | 13.16% |
| Q2 2021 | 15 | 11 | 136.36% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 10 | 14 | 71.43% |
| Q3 2013 | - | - | - |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Certara's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 7 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | 2 | 1 | 200.00% |
| Q2 2023 | - | 3 | - |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | 6 | - |
| Q3 2022 | 2 | 3 | 66.67% |
| Q2 2022 | - | 4 | - |
| Q1 2022 | - | 18 | - |
| Q4 2021 | - | 44 | - |
| Q3 2021 | - | 38 | - |
| Q2 2021 | - | 11 | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 4 | 1 | 400.00% |
| Q3 2013 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Certara's stocks.
CERT Ownership FAQ
Who Owns Certara?
Certara is owned by institutional shareholders (19.68%), insiders (3.01%), and public (77.32%). The largest institutional shareholder of Certara is BLACKROCK INC. (8.41% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.16% of total shares).
Who are the major institutional shareholders of Certara?
Certara's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, MUBADALA INVESTMENT CO PJSC, BAILLIE GIFFORD & CO, and WASATCH ADVISORS LP. The top five shareholders own together 32.13% of the company's share outstanding.
How many Certara shareholders are there?
As of Jun 2024, there are 91 institutional shareholders of Certara.
What percentage of Certara is owned by BLACKROCK INC?
BLACKROCK INC owns 13.42M shares of Certara, representing 8.41% of the company's total shares outstanding, valued at $185.91M (as of Jun 2024).
What percentage of Certara is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 12.5M shares of Certara (CERT), compromising 7.84% of the company, valued at $173.11M.
What percentage of Certara is owned by MUBADALA INVESTMENT CO PJSC?
MUBADALA INVESTMENT CO PJSC is the third largest holder of Certara. The company owns 9.62M of the company's shares outstanding (worth $133.17M).