Certara Ownership | Who Owns Certara?

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Certara Ownership Summary

Certara is owned by 72.03% institutional investors, 2.60% insiders, and 25.38% retail investors. Blackrock is the largest institutional shareholder, holding 8.41% of CERT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 4.34% of its assets in Certara shares.

CERT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Certara	72.03%	2.60%	25.38%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Healthcare Information Services Stocks	52.99%	9.95%	37.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	13.42M	8.41%	$185.91M
Vanguard group	12.50M	7.84%	$173.11M
Mubadala investment co pjsc	9.62M	6.03%	$133.17M
Wasatch advisors lp	7.36M	4.62%	$102.00M
Geneva capital management	5.47M	3.43%	$75.80M
William blair investment management	5.22M	3.27%	$72.25M
Clearbridge investments	4.09M	2.56%	$56.61M
Jpmorgan chase	4.05M	2.54%	$56.08M
State street	3.56M	2.23%	$49.27M
Arrowmark colorado	3.48M	2.18%	$48.24M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Daventry group, lp	1.31M	8.09%	$18.12M
Boone capital management	718.98K	2.60%	$9.96M
Geneva capital management	5.47M	1.38%	$75.80M
2xideas	644.33K	1.11%	$8.92M
Arrowmark colorado	3.48M	0.58%	$48.24M
Wasatch advisors lp	7.36M	0.55%	$102.00M
Mubadala investment co pjsc	9.62M	0.54%	$133.17M
Riverbridge partners	2.64M	0.50%	$36.55M
Timessquare capital management	927.57K	0.20%	$12.85M
William blair investment management	5.22M	0.19%	$72.25M

Top Buyers

Holder	Shares	% Assets	Change
Wasatch advisors lp	7.36M	0.55%	2.44M
Geneva capital management	5.47M	1.38%	1.07M
Daventry group, lp	1.31M	8.09%	791.40K
Boone capital management	718.98K	2.60%	718.98K
Timessquare capital management	927.57K	0.20%	407.18K

Top Sellers

Holder	Shares	% Assets	Change
Baillie gifford	-	-	-8.36M
T. rowe price investment management	-	-	-3.35M
Ameriprise financial	445.19K	0.00%	-1.75M
Granite investment partners	-	-	-1.08M
Bamco inc /ny/	240.00K	0.01%	-845.95K

New Positions

Holder	Shares	% Assets	Change	Value
Boone capital management	718.98K	2.60%	718.98K	$9.96M
Norges bank	399.54K	0.00%	399.54K	$5.53M
Avantax advisory services	56.46K	0.01%	56.46K	$781.92K
Choreo	25.51K	0.01%	25.51K	$347.98K
Squarepoint ops	22.47K	0.00%	22.47K	$311.18K

Sold Out

Holder	Change
Massmutual trust co fsb/adv	-23.00
Avion wealth	-27.00
Sachetta	-30.00
Allspring global investments	-45.00
Toth financial advisory	-75.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	201	-4.74%	106,996,109	-1.46%	67	1.43%	88	-23.48%	86	16.22%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	6.99M	4.34%	7.33K
Wasatch Core Growth	5.32M	3.31%	1.00M
Vanguard Total Stock Mkt Idx Inv	3.83M	2.38%	6.21K
Vanguard Small Cap Index	3.03M	1.88%	5.90K
ClearBridge Small Cap Growth A	2.47M	1.54%	-596.10K
MFS New Discovery I	2.39M	1.48%	406.99K
JPM Small Cap Equity-MA	2.15M	1.34%	127.93K
JPMorgan Small Cap Equity A	2.15M	1.34%	78.06K
JPM US Small Cap Core-Composite	2.15M	1.34%	127.93K
ClearBridge Small Cap Growth	2.05M	1.27%	-1.02M

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
2024 Q4	-	1
2024 Q3	-	1
2024 Q2	-	7
2024 Q1	-	3
2023 Q4	-	1

CERT Ownership FAQ

Who Owns Certara?

Certara shareholders are primarily institutional investors at 72.03%, followed by 2.60% insiders and 25.37% retail investors. The average institutional ownership in Certara's industry, Healthcare Information Services Stocks , is 52.99%, which Certara exceeds.

Who owns the most shares of Certara?

Certara’s largest shareholders are Blackrock (13.42M shares, 8.41%), Vanguard group (12.5M shares, 7.84%), and Mubadala investment co pjsc (9.62M shares, 6.03%). Together, they hold 22.28% 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 8.09% of its assets in 1.31M Certara shares, valued at 18.12M$.

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 4.34% of its total shares outstanding invested in 6.99M Certara shares.

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