CERT Institutional Ownership
Certara, Inc.
1W: +12.3%
1M: +16.5%
3M: +34.1%
YTD: +21.4%
1Y: -15.1%
3Y: -22.8%
5Y: -71.0%
$10.95
+0.34 (+3.20%)
After Hours: $10.72 (-0.23, -2.10%)
Weekly Expected Move ±8.1%
$9
$9
$10
$11
$12
Credit Risk of going bust: higher than 60% of companies Debt: 15.3% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.23 (down 98%), Certara, Inc. would be worth roughly what it owes.
Total debt $291.8M against a stock market value of $1.62B.
Distance to default 4.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $147.4M (short-term plus half of long-term), stock volatility 61.0%; Altman Z'' 2.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.23 (down 98%), Certara, Inc. would be worth roughly what it owes.
Total debt $291.8M against a stock market value of $1.62B.
Distance to default 4.21 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $147.4M (short-term plus half of long-term), stock volatility 61.0%; Altman Z'' 2.93. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CERT
312
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$870M
Total Invested
59
New Positions
91
Increased
138
Reduced
69
Closed
0.20
Put/Call Ratio
Ownership Trends
Top Institutional Holders (359 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 18,818,180 | $200M | +4,510,302 | +31.5% | 8Q | SEC ↗ |
| 2 | DEERFIELD MANAGEMENT COMPANY, L.P. | 7,512,928 | $80M | -295,677 | -3.8% | 6Q | SEC ↗ |
| 3 | Haveli Investment Management LLC NEW | 7,400,000 | $79M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Jefferies Financial Group Inc. | 7,091,051 | $75M | +232,842 | +3.4% | 3Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,056,106 | $75M | +1,086,910 | +18.2% | 2Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 6,022,686 | $64M | -2,539,822 | -29.7% | 20Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 5,283,180 | $56M | -77,249 | -1.4% | 2Q | SEC ↗ |
| 8 | STATE STREET CORP | 4,821,805 | $51M | +881,310 | +22.4% | 22Q | SEC ↗ |
| 9 | WASATCH ADVISORS LP | 4,298,825 | $46M | -973,341 | -18.5% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 3,141,689 | $33M | +1,027,133 | +48.6% | 23Q | SEC ↗ |
| 11 | FORT WASHINGTON INVESTMENT ADVISORS IN | 2,864,204 | $30M | +188,661 | +7.1% | 4Q | SEC ↗ |
| 12 | ROYCE & ASSOCIATES LP | 2,756,026 | $29M | +1,540,975 | +126.8% | 2Q | SEC ↗ |
| 13 | UBS Group AG | 2,666,456 | $28M | -754,176 | -22.0% | 23Q | SEC ↗ |
| 14 | MILLENNIUM MANAGEMENT LLC | 2,555,126 | $27M | +1,299,182 | +103.4% | 18Q | SEC ↗ |
| 15 | MORGAN STANLEY | 2,551,111 | $27M | -689,106 | -21.3% | 23Q | SEC ↗ |
| 16 | FIRST TRUST ADVISORS LP | 2,424,222 | $26M | +1,508,738 | +164.8% | 7Q | SEC ↗ |
| 17 | AQR CAPITAL MANAGEMENT LLC | 2,160,167 | $23M | +1,589,441 | +278.5% | 6Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 2,030,844 | $22M | -217,015 | -9.7% | 16Q | SEC ↗ |
| 19 | T. Rowe Price Investment Management, I | 1,998,373 | $21M | +660,746 | +49.4% | 4Q | SEC ↗ |
| 20 | SYSTEMATIC FINANCIAL MANAGEMENT LP NEW | 1,892,050 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Kopion Asset Management, LLC | 1,858,539 | $20M | +570,087 | +44.2% | 8Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 1,798,449 | $19M | -244,497 | -12.0% | 15Q | SEC ↗ |
| 23 | Boston Partners NEW | 1,683,885 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Dixon Mitchell Investment Counsel Inc. | 1,545,956 | $16M | +8,080 | +0.5% | 4Q | SEC ↗ |
| 25 | Quantinno Capital Management LP | 1,463,251 | $16M | +474,261 | +48.0% | 7Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 1,384,426 | $15M | +499,216 | +56.4% | 15Q | SEC ↗ |
| 27 | Tejara Capital Ltd | 1,292,721 | $14M | +500,600 | +63.2% | 5Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 1,210,449 | $13M | +366,307 | +43.4% | 23Q | SEC ↗ |
| 29 | TWO SIGMA INVESTMENTS, LP | 1,104,605 | $12M | +1,041,872 | +1660.8% | 9Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 1,093,243 | $12M | -3,452,605 | -76.0% | 12Q | SEC ↗ |
| 31 | Gotham Asset Management, LLC | 1,047,292 | $11M | -367,487 | -26.0% | 17Q | SEC ↗ |
| 32 | ArrowMark Colorado Holdings LLC | 1,001,592 | $11M | -3,591,115 | -78.2% | 18Q | SEC ↗ |
| 33 | CITIGROUP INC | 981,498 | $10M | +750,094 | +324.1% | 23Q | SEC ↗ |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 977,909 | $10M | +97,706 | +11.1% | 15Q | SEC ↗ |
| 35 | Sixth Street Partners Management Compa NEW | 977,909 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 867,727 | $9M | -141,362 | -14.0% | 23Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 772,426 | $8M | +29,171 | +3.9% | 2Q | SEC ↗ |
| 38 | Rathbones Group PLC | 756,990 | $8M | — | +0.0% | 12Q | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 741,168 | $8M | +729,167 | +6075.9% | 22Q | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 731,012 | $8M | +82,482 | +12.7% | 22Q | SEC ↗ |
| 41 | RENAISSANCE TECHNOLOGIES LLC | 684,700 | $7M | +330,200 | +93.1% | 5Q | SEC ↗ |
| 42 | BNP PARIBAS FINANCIAL MARKETS | 683,714 | $7M | +31,916 | +4.9% | 7Q | SEC ↗ |
| 43 | TUDOR INVESTMENT CORP ET AL NEW | 579,215 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 44 | D. E. Shaw & Co., Inc. | 567,685 | $6M | +249,586 | +78.5% | 5Q | SEC ↗ |
| 45 | NICHOLAS COMPANY, INC. | 567,460 | $6M | +300 | +0.1% | 8Q | SEC ↗ |
| 46 | MARSHALL WACE, LLP | 564,739 | $6M | -166,143 | -22.7% | 8Q | SEC ↗ |
| 47 | PRINCIPAL FINANCIAL GROUP INC | 563,862 | $6M | -15,953 | -2.8% | 20Q | SEC ↗ |
| 48 | First Eagle Investment Management, LLC NEW | 519,898 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Invesco Ltd. | 502,000 | $5M | -56,967 | -10.2% | 22Q | SEC ↗ |
| 50 | BNP PARIBAS ASSET MANAGEMENT Holding S | 492,939 | $5M | +189 | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Haveli Investment Management LLC | 7,400,000 | $79M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 1,892,050 | $20M |
| Boston Partners | 1,683,885 | $18M |
| Sixth Street Partners Management Co | 977,909 | $10M |
| TUDOR INVESTMENT CORP ET AL | 579,215 | $6M |
| First Eagle Investment Management, | 519,898 | $6M |
| Campbell & CO Investment Adviser LL | 169,317 | $2M |
| Vident Advisory, LLC | 110,136 | $1M |
| Inspire Investing, LLC | 106,580 | $1M |
| CAXTON ASSOCIATES LLP | 73,586 | $781K |
| Jupiter Topco LLC | 57,014 | $605K |
| ALLSTATE CORP | 56,991 | $605K |
| Arrowpoint Investment Partners (Sin | 54,326 | $576K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | 53,280 | $565K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 53,031 | $563K |
| Graham Capital Management, L.P. | 30,322 | $322K |
| EVOLVE PRIVATE WEALTH, LLC | 29,024 | $308K |
| Magnetar Financial LLC | 25,450 | $270K |
| Cerity Partners LLC | 22,855 | $242K |
| INTECH INVESTMENT MANAGEMENT LLC | 22,589 | $240K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TEACHER RETIREMENT SYSTEM OF TEXAS | 2,960,963 | $31M |
| GENEVA CAPITAL MANAGEMENT LLC | 2,743,484 | $29M |
| MACKENZIE FINANCIAL CORP | 2,720,040 | $29M |
| BROWN BROTHERS HARRIMAN & CO | 2,507,163 | $27M |
| Capital World Investors | 2,160,079 | $23M |
| JANE STREET GROUP, LLC | 1,281,858 | $14M |
| LONDON CO OF VIRGINIA | 1,249,237 | $13M |
| Woodline Partners LP | 1,157,286 | $12M |
| GLENMEDE TRUST CO NA | 1,002,095 | $11M |
| KAYNE ANDERSON RUDNICK INVESTMENT M | 876,762 | $9M |
| HRT FINANCIAL LP | 868,627 | $9M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 853,541 | $9M |
| Pier Capital, LLC | 840,449 | $9M |
| Topline Capital Management, LLC | 749,497 | $8M |
| SILVERCREST ASSET MANAGEMENT GROUP | 670,772 | $7M |
| Select Equity Group, L.P. | 613,935 | $7M |
| Roubaix Capital, LLC | 563,064 | $6M |
| Granahan Investment Management, LLC | 460,797 | $5M |
| Balyasny Asset Management L.P. | 442,548 | $5M |
| 1492 Capital Management LLC | 388,540 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +4,510,302 | +31.5% | 18,818,180 |
| AQR CAPITAL MANAGEMENT LLC | +1,589,441 | +278.5% | 2,160,167 |
| ROYCE & ASSOCIATES LP | +1,540,975 | +126.8% | 2,756,026 |
| FIRST TRUST ADVISORS LP | +1,508,738 | +164.8% | 2,424,222 |
| MILLENNIUM MANAGEMENT LLC | +1,299,182 | +103.4% | 2,555,126 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +1,086,910 | +18.2% | 7,056,106 |
| TWO SIGMA INVESTMENTS, LP | +1,041,872 | +1660.8% | 1,104,605 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,027,133 | +48.6% | 3,141,689 |
| STATE STREET CORP | +881,310 | +22.4% | 4,821,805 |
| CITIGROUP INC | +750,094 | +324.1% | 981,498 |
| Russell Investments Group, Ltd. | +729,167 | +6075.9% | 741,168 |
| T. Rowe Price Investment Management | +660,746 | +49.4% | 1,998,373 |
| Kopion Asset Management, LLC | +570,087 | +44.2% | 1,858,539 |
| Tejara Capital Ltd | +500,600 | +63.2% | 1,292,721 |
| GOLDMAN SACHS GROUP INC | +499,216 | +56.4% | 1,384,426 |
| Quantinno Capital Management LP | +474,261 | +48.0% | 1,463,251 |
| NORTHERN TRUST CORP | +366,307 | +43.4% | 1,210,449 |
| RENAISSANCE TECHNOLOGIES LLC | +330,200 | +93.1% | 684,700 |
| VICTORY CAPITAL MANAGEMENT INC | +289,049 | +1739.5% | 305,666 |
| D. E. Shaw & Co., Inc. | +249,586 | +78.5% | 567,685 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ArrowMark Colorado Holdings LLC | -3,591,115 | -78.2% | 1,001,592 |
| CITADEL ADVISORS LLC | -3,452,605 | -76.0% | 1,093,243 |
| DIMENSIONAL FUND ADVISORS LP | -2,539,822 | -29.7% | 6,022,686 |
| RAYMOND JAMES FINANCIAL INC | -1,217,254 | -76.1% | 381,405 |
| WASATCH ADVISORS LP | -973,341 | -18.5% | 4,298,825 |
| SG Americas Securities, LLC | -764,812 | -84.4% | 141,803 |
| UBS Group AG | -754,176 | -22.0% | 2,666,456 |
| Point72 Asset Management, L.P. | -736,435 | -65.8% | 382,532 |
| MORGAN STANLEY | -689,106 | -21.3% | 2,551,111 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -496,968 | -89.3% | 59,829 |
| SEI INVESTMENTS CO | -409,550 | -66.0% | 211,417 |
| Gotham Asset Management, LLC | -367,487 | -26.0% | 1,047,292 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | -295,677 | -3.8% | 7,512,928 |
| BANK OF AMERICA CORP /DE | -244,497 | -12.0% | 1,798,449 |
| AMERIPRISE FINANCIAL INC | -217,015 | -9.7% | 2,030,844 |
| ENVESTNET ASSET MANAGEMENT INC | -212,872 | -94.2% | 13,166 |
| XTX Topco Ltd | -198,542 | -73.7% | 71,010 |
| MARSHALL WACE, LLP | -166,143 | -22.7% | 564,739 |
| ROYAL BANK OF CANADA | -141,362 | -14.0% | 867,727 |
| CIBC Bancorp USA Inc. | -136,827 | -44.2% | 172,984 |