Certara, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 13.25 M | $155.18 M | 100.00% | 8.25% |
| VANGUARD GROUP INC | 11/13/2024 | 12.40 M | $145.19 M | -0.80% | 7.72% |
| MUBADALA INVESTMENT CO PJSC | 11/13/2024 | 9.62 M | $112.60 M | 0.00% | 5.99% |
| WASATCH ADVISORS LP | 11/14/2024 | 9.02 M | $105.58 M | 22.42% | 5.61% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 8.01 M | $93.82 M | 160.21% | 4.99% |
| GENEVA CAPITAL MANAGEMENT LLC | 11/05/2024 | 5.51 M | $64.52 M | 0.68% | 3.43% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 11/13/2024 | 4.00 M | $46.85 M | 100.00% | 2.49% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 3.90 M | $45.69 M | 40.67% | 2.43% |
| JPMORGAN CHASE & CO | 11/08/2024 | 3.87 M | $45.35 M | -4.37% | 2.41% |
| STATE STREET CORP | 11/14/2024 | 3.68 M | $43.09 M | 3.44% | 2.29% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 2.78 M | $32.51 M | -32.09% | 1.73% |
| RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 2.40 M | $28.11 M | -9.01% | 1.49% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/14/2024 | 2.35 M | $27.54 M | -32.48% | 1.46% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2024 | 2.33 M | $27.29 M | 100.00% | 1.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.91 M | $22.32 M | 0.02% | 1.19% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 1.60 M | $18.74 M | -69.33% | 1.00% |
| DAVENTRY GROUP, LP | 11/14/2024 | 1.51 M | $17.73 M | 15.71% | 0.94% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.44 M | $16.91 M | -2.28% | 0.90% |
| LONDON CO OF VIRGINIA | 11/14/2024 | 1.44 M | $16.81 M | 2.84% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.23 M | $14.38 M | 49.79% | 0.76% |
| GLENMEDE TRUST CO NA | 11/13/2024 | 1.21 M | $14.12 M | 78.55% | 0.75% |
| SEI INVESTMENTS CO | 11/12/2024 | 1.11 M | $12.98 M | 11.12% | 0.69% |
| MORGAN STANLEY | 11/14/2024 | 1.10 M | $12.89 M | 17.32% | 0.69% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 1.06 M | $12.40 M | 2,757.19% | 0.66% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 956,655 | $11.20 M | 3.14% | 0.60% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 805,784 | $9.44 M | -0.55% | 0.50% |
| RATHBONES GROUP PLC | 11/13/2024 | 757,290 | $8.87 M | 0.00% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 741,686 | $8.69 M | -8.95% | 0.46% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 730,586 | $8.21 M | -58.14% | 0.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 699,575 | $8.19 M | 1.85% | 0.44% |
| 2XIDEAS AG | 11/13/2024 | 555,513 | $6.51 M | -13.78% | 0.35% |
| BOONE CAPITAL MANAGEMENT LLC | 11/14/2024 | 541,830 | $6.34 M | -24.64% | 0.34% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 520,514 | $6.10 M | -0.56% | 0.32% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 515,706 | $6.04 M | -2.69% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 457,173 | $5.35 M | -20.31% | 0.28% |
| INVESCO LTD. | 11/12/2024 | 400,715 | $4.69 M | -0.95% | 0.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 392,065 | $4.59 M | -11.93% | 0.24% |
| KOPION ASSET MANAGEMENT, LLC | 10/15/2024 | 380,638 | $4.46 M | 100.00% | 0.24% |
| NICHOLAS COMPANY, INC. | 11/12/2024 | 377,880 | $4.42 M | 100.00% | 0.24% |
| CITADEL ADVISORS LLC | 11/14/2024 | 316,067 | $3.70 M | 1,173.23% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 314,278 | $3.68 M | 1,517.41% | 0.20% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 309,762 | $3.63 M | 0.30% | 0.19% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 302,481 | $3.54 M | 24.03% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 301,803 | $3.53 M | 7.02% | 0.19% |
| FMR LLC | 11/13/2024 | 277,235 | $3.25 M | -4.83% | 0.17% |
| SCOUT INVESTMENTS, INC. | 11/12/2024 | 272,361 | $3.12 M | -13.93% | 0.17% |
| RHUMBLINE ADVISERS | 11/12/2024 | 266,713 | $3.12 M | 2.70% | 0.17% |
| BAMCO INC /NY/ | 11/14/2024 | 240,000 | $2.81 M | 0.00% | 0.15% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 232,075 | $2.72 M | -2.11% | 0.14% |
| SWISS NATIONAL BANK | 11/07/2024 | 220,400 | $2.58 M | 0.00% | 0.14% |
Certara, Inc.institutional Ownership - FAQ's
During the previous two years, 275 institutional investors and hedge funds held shares of Certara, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 13.25 M
VANGUARD GROUP INC: 12.4 M
Mubadala Investment Co PJSC: 9.62 M
WASATCH ADVISORS LP: 9.02 M
DIMENSIONAL FUND ADVISORS LP: 8.01 M
GENEVA CAPITAL MANAGEMENT LLC: 5.51 M
72.05% of Certara, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 159.22 M shares in the last 24 months. This purchase volume represents approximately $1.71 B in transactions.