Certara, Inc.

CERT • NASDAQ

Certara, Inc. is a medical - healthcare information services company in the healthcare sector on NASDAQ, led by William F. Feehery, with a market cap of $1.4B. As of Q3 2025, 88% of shares are held by 233 institutional investors, with WASATCH ADVISORS INC as the largest holder at 10.83%.

CEOWilliam F. Feehery

Market Cap$1.4B

Medical - Healthcare Information Services

Healthcare

Employees1.4K

Websitecertara.com

Country

United States of America

Overview

Overview of institutional ownership in CERT as of Q3 2025 with a market cap of $2.0B

All Institutions

Institutions: 233
Value Held: $1.7B
Shares Held: 141.1M
Avg Position: $7.4M
Median Position: $447.5K

Hedge Funds

Hedge Funds: 34
Value Held: $304.5M
Shares Held: 24.9M
Avg Position: $9.0M
Median Position: $1.5M

Ownership Breakdown

Institutional (non-HF)

72.34%

$1.4B

Hedge Funds

15.51%

$304.5M

Retail & Other

12.15%

$238.5M

Based on market cap of $2.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CERT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$212.6M 1.14% of portfolio	10.83% 17.4M shares	Q2 2023 Held for 2y 5m	$18.6B
B BlackRock, Inc. Institution	-	$170.0M 0.00% of portfolio	8.66% 13.9M shares	Q4 2020 Held for 4y 11m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$151.6M 0.00% of portfolio	7.72% 12.4M shares	Q4 2020 Held for 4y 11m	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$102.1M 0.02% of portfolio	5.20% 8.4M shares	Q3 2021 Held for 4y 2m	$466.32B
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	$90.2M 1.67% of portfolio	4.59% 7.4M shares	Q4 2020 Held for 4y 11m	$5.4B
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	James Edward Flynn President	$82.4M 1.37% of portfolio	4.20% 6.7M shares	Q1 2025 Held for 8 months	$6.0B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	$75.3M 1.29% of portfolio	3.84% 6.2M shares	Q3 2022 Held for 3y 2m	$5.8B
T TEACHER RETIREMENT SYSTEM OF TEXAS Institution	-	$69.2M 0.28% of portfolio	3.53% 5.7M shares	Q3 2024 Held for 1y 2m	$24.9B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$60.7M 0.01% of portfolio	3.09% 5.0M shares	Q4 2020 Held for 4y 11m	$433.11B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$46.9M 0.00% of portfolio	2.39% 3.8M shares	Q1 2021 Held for 4y 8m	$2.88T

Net Capital Flow

Institutional buying and selling activity for CERT in Q3 2025

Traded: +$162.9M
Buyers: 128
Sellers: 117
Total Bought: +$235.9M
Total Sold: −$73.0M
Avg Position: $6.4M

Biggest Buyers

Institution	Net Bought	Current Position
WASATCH ADVISORS INC Long Only Manager	+$47.2M +3.9M shares	$212.6M 17.4M shares
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	+$34.4M +2.8M shares	$82.4M 6.7M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$23.3M +1.9M shares	$35.6M 2.9M shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	+$11.9M +973.7K shares	$11.9M 973.7K shares
B BROWN BROTHERS HARRIMAN & CO RIA/Wealth	+$11.9M +972.7K shares	$46.0M 3.8M shares
D Dixon Mitchell Investment Counsel Inc. Institution	+$10.6M +866.4K shares	$10.6M 866.4K shares
UBS Group AG Institution	+$10.4M +851.2K shares	$20.2M 1.7M shares
B BlackRock, Inc. Institution	+$7.0M +571.6K shares	$170.0M 13.9M shares
Topline Capital Management, LLC Hedge Fund•Long/Short	+$6.7M +546.5K shares	$6.7M 546.5K shares
Falcon Edge Capital LP Hedge Fund•Multi-Strategy	+$6.2M +504.7K shares	$6.2M 504.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Marshall Wace LLP Institution	−$9.5M −778.3K shares	$9.0M 734.0K shares
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	−$6.2M −510.9K shares	$90.2M 7.4M shares
AMERIPRISE FINANCIAL INC Institution	−$6.0M −491.2K shares	$60.7M 5.0M shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$5.5M −447.5K shares	$1.0M 85.8K shares
R ROYAL BANK OF CANADA Institution	−$4.3M −351.8K shares	$17.5M 1.4M shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	−$3.1M −266.6K shares	Sold Off 0 shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$3.1M −252.9K shares	$16.5M 1.3M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$2.9M −239.1K shares	$4.0M 323.7K shares
B Bastion Asset Management Inc. Institution	−$2.6M −218.5K shares	Sold Off 0 shares
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	−$2.4M −193.6K shares	$2.6M 209.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CERT in Q3 2025

New Positions: 26
New Value: $33.5M
Exited Positions: 35
Exited Value: $14.6M

New Positions

Institution	Position Value
D Dixon Mitchell Investment Counsel Inc. Institution	$10.6M 866.4K shares
Topline Capital Management, LLC Hedge Fund•Long/Short	$6.7M 546.5K shares
Falcon Edge Capital LP Hedge Fund•Multi-Strategy	$6.2M 504.7K shares
S SECTOR GAMMA AS Institution	$2.8M 230.6K shares
1492 Capital Management LLC Long Only Manager	$1.6M 132.4K shares
Morningstar Investment Management LLC Long Only Manager	$1.6M 130.7K shares
Atom Investors LP Hedge Fund•Market Neutral	$1.5M 121.5K shares
Cetera Investment Advisers RIA/Wealth	$692.2K 56.6K shares
TORONTO DOMINION BANK Institution	$357.6K 29.3K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$337.7K 27.6K shares

Exited Positions

Institution	Previous Position
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$3.1M 266.6K shares
B Bastion Asset Management Inc. Institution	$2.6M 218.5K shares
S Samjo Management, LLC Hedge Fund•Long/Short	$1.9M 160.0K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$1.0M 89.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.0M 86.0K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$963.1K 82.3K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$817.7K 69.9K shares
RIVERBRIDGE PARTNERS LLC Long Only Manager	$511.8K 43.7K shares
R ROYCE & ASSOCIATES LLC Institution	$509.3K 43.5K shares
BANK OF MONTREAL /CAN/ Institution	$206.2K 17.6K shares

Options Activity

Institutions with the largest Call and Put options positions in CERT as of Q3 2025

Call Positions: 4
Call Value: $2.7M
Put Positions: 2
Put Value: -

Call Positions

Institution	Position Value
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.9M 1.6K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$497.4K 407.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$288.4K 236.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with CERT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
K Kopion Asset Management, LLC RIA/Wealth	Terry Lee Ledbetter President	5.19% $8.0M	0.41% 655.6K shares	Q3 2024 Held for 1y 2m	$154.3M
R Roubaix Capital, LLC Hedge Fund•Long/Short	Christopher Edmund Hillary CEO	2.88% $6.4M	0.32% 519.8K shares	Q1 2025 Held for 8 months	$220.3M
T Tejara Capital Ltd Institution	-	1.83% $3.3M	0.17% 273.1K shares	Q2 2025 Held for 5 months	$182.4M
A Arrowpoint Asset Management, LLC Hedge Fund•Multi-Strategy	David John Corkins Managing Partner	1.67% $90.2M	4.59% 7.4M shares	Q4 2020 Held for 4y 11m	$5.4B
PIER 88 INVESTMENT PARTNERS LLC Hedge Fund•Long/Short	Francis Thomas Timons CEO	1.67% $1.6M	0.08% 129.0K shares	Q2 2025 Held for 5 months	$94.4M
Pier Capital, LLC Long Only Manager	Jan Eric Parsons Chairman	1.44% $9.2M	0.47% 754.6K shares	Q2 2025 Held for 5 months	$639.8M
DEERFIELD MANAGEMENT CO /NY Hedge Fund•Long/Short	James Edward Flynn President	1.37% $82.4M	4.20% 6.7M shares	Q1 2025 Held for 8 months	$6.0B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	Jose Manuel Munoz Quiroga Managing Partner	1.29% $75.3M	3.84% 6.2M shares	Q3 2022 Held for 3y 2m	$5.8B
Topline Capital Management, LLC Hedge Fund•Long/Short	Collin Mcbirney Managing Partner	1.28% $6.7M	0.34% 546.5K shares	Q3 2025 Held for 2 months	$523.6M
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	1.14% $212.6M	10.83% 17.4M shares	Q2 2023 Held for 2y 5m	$18.6B

Hedge Fund Spotlight

Discover hedge funds investing in CERT

BALYASNY ASSET MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDmitry Balyasny

Portfolio Value: $48.1B
Positions: 1,894
Last Reported: Q3 2025

Sector Allocation

Position in Certara, Inc.

Market Value: $2.8M
Shares Held: 226.5K
Portfolio Weight: 0.01%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 iShares Core S&P 500 ETF IVV	ETF ETF	$1.1B	2.29%
2 Microsoft MSFT	Software - Infrastructure Technology	$1.1B	2.23%
3 Nvidia NVDA	Semiconductors Technology	$905.7M	1.88%