Who owns Certara, Inc. (CERT)
Which tracked institutional funds hold CERT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CERT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
45 tracked funds added or opened CERT while 75 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CERT’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CERT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CERT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 254 tracked filers holding CERT, 163 increased or opened the position and 124 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CERT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- VANGUARD PORTFOLIO MANAGEMENT LLC$34M
- VANGUARD CAPITAL MANAGEMENT LLC$31M
- JANE STREET GROUP, LLC$7M
- ROYCE & ASSOCIATES LP$7M
- Point72 Asset Management, L.P.$6M
- VANGUARD FIDUCIARY TRUST CO$4M
Full exits 17
- VANGUARD GROUP INC$97M
- Capital World Investors$19M
- LONDON CO OF VIRGINIA$11M
- Woodline Partners LP$10M
- GLENMEDE TRUST CO NA$9M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$8M
Largest adds
- Jefferies Financial Group Inc.$12M
- BANK OF AMERICA CORP /DE/$7M
- T. Rowe Price Investment Management, Inc.$5M
- SG Americas Securities, LLC$5M
- HRT FINANCIAL LP$5M
- Quantinno Capital Management LP$4M
Largest trims
- WASATCH ADVISORS LP$122M
- BlackRock, Inc.$41M
- TEACHER RETIREMENT SYSTEM OF TEXAS$32M
- GENEVA CAPITAL MANAGEMENT LLC$32M
- MORGAN STANLEY$26M
- DIMENSIONAL FUND ADVISORS LP$25M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 14,307,878 | $82M | 8.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 8,562,508 | $49M | 4.9% | 2026-Q1 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 7,808,605 | $45M | 4.5% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 6,858,209 | $39M | 3.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,969,196 | $34M | 3.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,360,429 | $31M | 3.1% | 2026-Q1 |
| WASATCH ADVISORS LP trimmed | 5,272,166 | $30M | 3.0% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 4,592,707 | $26M | 2.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 4,545,848 | $26M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 3,940,495 | $22M | 2.3% | 2026-Q1 |
| UBS Group AG added | 3,420,632 | $19M | 2.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,240,217 | $18M | 1.9% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 2,960,963 | $17M | 1.7% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 2,743,484 | $16M | 1.6% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 2,720,040 | $16M | 1.6% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 2,675,543 | $15M | 1.5% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 2,507,163 | $14M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,247,859 | $13M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 2,114,556 | $12M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,042,946 | $12M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,598,659 | $9M | 0.9% | 2026-Q1 |
| Dixon Mitchell Investment Counsel Inc. trimmed | 1,537,876 | $9M | 0.9% | 2026-Q1 |
| Gotham Asset Management, LLC added | 1,414,779 | $8M | 0.8% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,337,627 | $8M | 0.8% | 2026-Q1 |
| Kopion Asset Management, LLC added | 1,288,452 | $7M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,281,858 | $7M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,255,944 | $7M | 0.7% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 1,215,051 | $7M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,118,967 | $6M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,009,089 | $6M | 0.6% | 2026-Q1 |
| Quantinno Capital Management LP added | 988,990 | $6M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 915,484 | $5M | 0.5% | 2026-Q1 |
| SG Americas Securities, LLC added | 906,615 | $5M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 885,210 | $5M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 880,203 | $5M | 0.5% | 2026-Q1 |
| HRT FINANCIAL LP added | 868,627 | $5M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 844,142 | $5M | 0.5% | 2026-Q1 |
| Tejara Capital Ltd added | 792,121 | $5M | 0.5% | 2026-Q1 |
| Rathbones Group PLC | 756,990 | $4M | 0.4% | 2026-Q1 |
| Topline Capital Management, LLC trimmed | 749,497 | $4M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 743,255 | $4M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 708,862 | $4M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 651,798 | $4M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 648,530 | $4M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 620,967 | $4M | 0.4% | 2026-Q1 |
| Select Equity Group, L.P. trimmed | 613,935 | $3M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 579,815 | $3M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 569,125 | $3M | 0.3% | 2026-Q1 |
| NICHOLAS COMPANY, INC. trimmed | 567,160 | $3M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 558,967 | $3M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 556,797 | $3M | 0.3% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. new | 492,750 | $3M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board | 484,710 | $3M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 442,548 | $3M | 0.3% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 373,705 | $2M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 354,500 | $2M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 347,433 | $2M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 347,140 | $2M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 334,601 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 183,612 | $2M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 318,099 | $2M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 309,811 | $2M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 290,673 | $2M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 181,423 | $2M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 269,552 | $2M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 269,381 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 235,900 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 231,404 | $1M | 0.1% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 226,968 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 226,038 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 215,251 | $1M | 0.1% | 2026-Q1 |
| Bastion Asset Management Inc. added | 191,105 | $1M | 0.1% | 2026-Q1 |
| Global Alpha Capital Management Ltd. trimmed | 172,205 | $982K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 11,016,663 | $97M | 9.8% | 2025-Q4 stale |
| Capital World Investors | 2,160,079 | $19M | 1.9% | 2025-Q4 stale |
| Daventry Group, LP added | 1,802,527 | $18M | 1.8% | 2025-Q1 stale |
| Glenmede Investment Management, LP trimmed | 1,089,136 | $13M | 1.3% | 2025-Q3 stale |
| LONDON CO OF VIRGINIA trimmed | 1,249,237 | $11M | 1.1% | 2025-Q4 stale |
| Woodline Partners LP added | 1,157,286 | $10M | 1.0% | 2025-Q4 stale |
| GLENMEDE TRUST CO NA trimmed | 1,002,095 | $9M | 0.9% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. | 709,611 | $9M | 0.9% | 2025-Q3 stale |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 876,762 | $8M | 0.8% | 2025-Q4 stale |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 853,541 | $8M | 0.8% | 2025-Q4 stale |
| Pier Capital, LLC added | 840,449 | $7M | 0.7% | 2025-Q4 stale |
| Alpha Wave Global, LP new | 504,724 | $6M | 0.6% | 2025-Q3 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 670,772 | $6M | 0.6% | 2025-Q4 stale |
| Roubaix Capital, LLC added | 563,064 | $5M | 0.5% | 2025-Q4 stale |
| Granahan Investment Management, LLC added | 460,797 | $4M | 0.4% | 2025-Q4 stale |
| 1492 Capital Management LLC added | 388,540 | $3M | 0.3% | 2025-Q4 stale |
| BAMCO INC /NY/ | 315,000 | $3M | 0.3% | 2025-Q1 stale |
| Parkman Healthcare Partners LLC trimmed | 348,750 | $3M | 0.3% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 309,866 | $3M | 0.3% | 2025-Q4 stale |
| Advantage Alpha Capital Partners LP trimmed | 209,765 | $3M | 0.3% | 2025-Q3 stale |
| 2Xideas AG trimmed | 184,198 | $2M | 0.2% | 2025-Q3 stale |
| SECTOR GAMMA AS | 230,565 | $2M | 0.2% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 27,868 | $2M | 0.2% | 2025-Q3 stale |
| Samjo Management, LLC trimmed | 160,000 | $2M | 0.2% | 2025-Q2 stale |
| Morningstar Investment Management LLC new | 130,744 | $2M | 0.2% | 2025-Q3 stale |
| Trexquant Investment LP added | 99,377 | $984K | 0.1% | 2025-Q1 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 82,317 | $963K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.