Who owns Certara (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
CERT’s largest tracked holder by dollar value, BlackRock, 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 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their CERT positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. 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
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,818,180 | $123M | 14.5% | 2026-Q2 |
| DEERFIELD MANAGEMENT COMPANY, L.P. trimmed | 7,512,928 | $49M | 5.8% | 2026-Q2 |
| Haveli Investment Management LLC new | 7,400,000 | $48M | 5.7% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 7,091,051 | $46M | 5.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 7,056,106 | $46M | 5.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 6,022,686 | $39M | 4.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 5,283,180 | $35M | 4.1% | 2026-Q2 |
| STATE STREET CORP added | 4,821,805 | $32M | 3.7% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 4,298,825 | $28M | 3.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,141,689 | $21M | 2.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 2,864,204 | $19M | 2.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 2,756,026 | $18M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 2,666,456 | $17M | 2.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 2,555,126 | $17M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,551,111 | $17M | 2.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,424,222 | $16M | 1.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,160,167 | $14M | 1.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 2,030,844 | $13M | 1.6% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 1,892,050 | $12M | 1.5% | 2026-Q2 |
| Kopion Asset Management, LLC added | 1,858,539 | $12M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,798,449 | $12M | 1.4% | 2026-Q2 |
| Boston Partners new | 1,683,885 | $11M | 1.3% | 2026-Q2 |
| Dixon Mitchell Investment Counsel Inc. added | 1,545,956 | $10M | 1.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,463,251 | $10M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,384,426 | $9M | 1.1% | 2026-Q2 |
| Tejara Capital Ltd added | 1,292,721 | $8M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,210,449 | $8M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,104,605 | $7M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,093,243 | $7M | 0.8% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 1,047,292 | $7M | 0.8% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 1,001,592 | $7M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 981,498 | $6M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 977,909 | $6M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 867,767 | $6M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 772,426 | $5M | 0.6% | 2026-Q2 |
| Rathbones Group PLC | 756,990 | $5M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 741,168 | $5M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 731,012 | $5M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 684,700 | $4M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 683,714 | $4M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 579,215 | $4M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 567,685 | $4M | 0.4% | 2026-Q2 |
| NICHOLAS COMPANY, INC. added | 567,460 | $4M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 564,739 | $4M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 563,862 | $4M | 0.4% | 2026-Q2 |
| First Eagle Investment Management, LLC new | 519,898 | $3M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 502,000 | $3M | 0.4% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 492,939 | $3M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board | 484,710 | $3M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 444,815 | $3M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 382,532 | $3M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 381,405 | $2M | 0.3% | 2026-Q2 |
| Granite Investment Partners, LLC added | 379,479 | $2M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 305,666 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 296,079 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 268,084 | $2M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 265,727 | $2M | 0.2% | 2026-Q2 |
| NATIXIS added | 251,000 | $2M | 0.2% | 2026-Q2 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P added | 250,000 | $2M | 0.2% | 2026-Q2 |
| Swiss National Bank | 235,900 | $2M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 211,736 | $1M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 211,417 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 197,230 | $1M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 188,049 | $1M | 0.1% | 2026-Q2 |
| Atom Investors LP added | 177,281 | $1M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 176,092 | $1M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 175,900 | $1M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 172,984 | $1M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 169,317 | $1M | 0.1% | 2026-Q2 |
| Bastion Asset Management Inc. trimmed | 160,167 | $981K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 155,200 | $1M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 153,467 | $1M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 152,943 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 140,847 | $923K | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 126,494 | $829K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 126,345 | $828K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 125,866 | $824K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 122,629 | $803K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 121,870 | $798K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 110,136 | $721K | 0.1% | 2026-Q2 |
| Inspire Investing, LLC new | 106,580 | $698K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 104,126 | $682K | 0.1% | 2026-Q2 |
| Bellevue Group AG | 99,442 | $651K | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG trimmed | 97,304 | $637K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 94,282 | $618K | 0.1% | 2026-Q2 |
| ANTIPODES PARTNERS Ltd added | 83,677 | $548K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 82,834 | $543K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 79,089 | $503K | 0.1% | 2026-Q2 |
| CAXTON ASSOCIATES LLP new | 73,586 | $482K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 73,385 | $481K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 71,010 | $465K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 70,265 | $460K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 69,473 | $455K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP trimmed | 66,514 | $436K | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 60,864 | $399K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 59,829 | $392K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 57,014 | $373K | 0.0% | 2026-Q2 |
| ALLSTATE CORP new | 56,991 | $373K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 56,285 | $369K | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 53,031 | $359K | 0.0% | 2026-Q2 |
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.