Certara Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | 02/12/2026 | 17.22 M | $151.74 M | -1.01% | 10.74% |
| BLACKROCK, INC. | 02/12/2026 | 13.93 M | $122.70 M | 0.14% | 8.68% |
| VANGUARD GROUP INC | 01/29/2026 | 11.92 M | $104.98 M | -3.96% | 7.43% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 8.39 M | $73.89 M | 0.42% | 5.23% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 02/17/2026 | 7.81 M | $68.79 M | 15.86% | 4.87% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 5.60 M | $49.36 M | -1.07% | 3.49% |
| ARROWMARK COLORADO HOLDINGS LLC | 02/17/2026 | 5.49 M | $48.33 M | -25.65% | 3.42% |
| GENEVA CAPITAL MANAGEMENT LLC | 02/12/2026 | 5.41 M | $47.68 M | -12.16% | 3.37% |
| MORGAN STANLEY | 02/13/2026 | 5.06 M | $44.54 M | 59.30% | 3.15% |
| STATE STREET CORP | 02/13/2026 | 3.92 M | $34.52 M | 2.18% | 2.44% |
| BROWN BROTHERS HARRIMAN & CO | 02/12/2026 | 3.76 M | $33.16 M | 0.00% | 2.35% |
| CITADEL ADVISORS LLC | 02/17/2026 | 3.19 M | $28.11 M | 176.29% | 1.99% |
| JEFFERIES FINANCIAL GROUP INC. | 02/09/2026 | 3.03 M | $26.71 M | 100.00% | 1.89% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 2.67 M | $23.61 M | 0.00% | 1.66% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 2.65 M | $23.37 M | -9.01% | 1.65% |
| UBS GROUP AG | 01/29/2026 | 2.49 M | $21.93 M | 50.71% | 1.55% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 01/13/2026 | 2.27 M | $20.02 M | 133.42% | 1.42% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.17 M | $19.09 M | -4.68% | 1.35% |
| CAPITAL WORLD INVESTORS | 02/11/2026 | 2.16 M | $19.03 M | 0.00% | 1.35% |
| TOPLINE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 1.99 M | $17.54 M | 264.32% | 1.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.58 M | $13.94 M | -68.15% | 0.99% |
| DIXON MITCHELL INVESTMENT COUNSEL INC. | 02/13/2026 | 1.55 M | $13.62 M | 78.48% | 0.96% |
| SELECT EQUITY GROUP, L.P. | 02/17/2026 | 1.49 M | $13.14 M | 33.13% | 0.93% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.25 M | $11.05 M | -12.58% | 0.78% |
| LONDON CO OF VIRGINIA | 02/17/2026 | 1.25 M | $11.01 M | -19.66% | 0.78% |
| WOODLINE PARTNERS LP | 02/17/2026 | 1.16 M | $10.20 M | 100.00% | 0.72% |
| SEI INVESTMENTS CO | 02/13/2026 | 1.10 M | $9.70 M | 11.38% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.08 M | $9.52 M | -7.62% | 0.67% |
| GLENMEDE TRUST CO NA | 02/17/2026 | 1.00 M | $8.83 M | 100.00% | 0.62% |
| KOPION ASSET MANAGEMENT, LLC | 01/05/2026 | 982.71 K | $8.66 M | 49.88% | 0.61% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 936.15 K | $8.25 M | 27.87% | 0.58% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 02/13/2026 | 876.76 K | $7.72 M | -10.61% | 0.55% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 853.54 K | $7.52 M | -36.66% | 0.53% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 843.80 K | $7.43 M | 20.13% | 0.53% |
| PIER CAPITAL, LLC | 02/03/2026 | 840.45 K | $7.40 M | 11.38% | 0.52% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 829.68 K | $7.31 M | 580,097.90% | 0.52% |
| NUVEEN, LLC | 02/12/2026 | 800.63 K | $7.05 M | 265.64% | 0.50% |
| MARSHALL WACE, LLP | 02/13/2026 | 798.18 K | $7.03 M | 8.74% | 0.50% |
| NORTHERN TRUST CORP | 02/17/2026 | 767.45 K | $6.76 M | -11.58% | 0.48% |
| RATHBONES GROUP PLC | 02/06/2026 | 756.99 K | $6.67 M | 0.00% | 0.47% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 670.77 K | $5.91 M | 0.13% | 0.42% |
| GOTHAM ASSET MANAGEMENT, LLC | 02/17/2026 | 640.71 K | $5.64 M | 36.00% | 0.40% |
| NICHOLAS COMPANY, INC. | 02/04/2026 | 568.70 K | $5.01 M | -0.29% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 567.46 K | $5.00 M | -1.81% | 0.35% |
| ROUBAIX CAPITAL, LLC | 02/09/2026 | 563.06 K | $4.96 M | 8.33% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 520.91 K | $4.59 M | -25.74% | 0.32% |
| INVESCO LTD. | 02/19/2026 | 491.27 K | $4.33 M | -14.93% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 484.71 K | $4.27 M | 3.15% | 0.30% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 02/17/2026 | 460.80 K | $4.06 M | 8.17% | 0.29% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 437.77 K | $3.86 M | 251.86% | 0.27% |
Certara Inc institutional Ownership - FAQ's
During the previous two years, 345 institutional investors and hedge funds held shares of Certara Inc. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 8.56 M
Jefferies Financial Group Inc.: 6.86 M
WASATCH ADVISORS LP: 5.27 M
UBS Group AG: 3.42 M
TEACHER RETIREMENT SYSTEM OF TEXAS: 2.96 M
GENEVA CAPITAL MANAGEMENT LLC: 2.74 M
91.85% of Certara Inc stock is owned by institutional investors.
Institutional investors have bought a total of 157.25 M shares in the last 24 months. This purchase volume represents approximately $1.11 B in transactions.