$CERT

$10.95 +$0.34 (3.2%) Close

$CERT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 152.5M shares outstanding

Who owns CERT?

By type of holder

Institutions 88.1% Insiders 2.7% Everyone else 9.2%

Concentration Top 10 holders own 47.1%

BlackRock, Inc. 12.3% · Dimensional Fund Advisors LP 4.0%

Institutional ownership

88.1%

-0.4 pts vs last qtr

Institutional holders

240

-16 vs last qtr

Net shares bought

−622.1K

by institutions in Q2 2026

New / sold out

57 / 73

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Haveli Investment Management LLC NEW +7.4M
BlackRock, Inc. +4.5M

Biggest sellers in Q2 2026

ArrowMark Colorado Holdings LLC −3.6M
Citadel Advisors LLC −3.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$300K

1 notice from 1 person

Shares covered

36.1K

0.02% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Pedersen Leif E Officer 10b5-1 $300K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+21.1%

+3.25% a year

Each share's claim on the business

−17.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$44.4M vs —

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years44% 3–5 years13% 1–3 years19% Under 1 year25%

Quarterly turnover

26.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CERT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	18.8M	12.34%	+4.5M (+31.5%)	≤2021	0.0%
Shares held by quarter Peak holding18.8M (Q2'26) Change over 8 quarters+5.6M Share of the company12.340% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	6.0M	3.95%	−2.5M (−29.7%)	2021	0.0%
Shares held by quarter Peak holding8.6M (Q1'26) Change over 8 quarters−2.0M Share of the company3.950% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

18.8M

% of company

12.34%

Change vs last qtr

+4.5M (+31.5%)

Held since

≤2021

Dimensional Fund Advisors LP

6.0M

% of company

3.95%

Change vs last qtr

−2.5M (−29.7%)

Held since

2021

28 more super investors behind a free account

See every manager holding Certara, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CERT on Form N-PORT; together they hold 40.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$46.1M	7.0M	4.61%	0.04%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$24.4M	3.7M	2.44%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$46.1M

% of company

4.61%

% of the fund

0.04%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$24.4M

% of company

2.44%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Certara, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
AC Arsenal Capital Partners III LP 5%+ holder 13D · 2.2%	3.6M	2.33%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company2.330% Disclosed stake13D · 2.2% View the 13D/G filing →
FW Feehery William F Insider	2.4M	1.55%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.550% Feehery William F's insider activity →

Arsenal Capital Partners III LP

5%+ holder13D · 2.2%

3.6M

% of company

2.33%

Change vs last qtr

—

Held since

—

Feehery William F

Insider

2.4M

% of company

1.55%

Change vs last qtr

—

Held since

—

16 more holders behind a free account

See every insider and 5%+ holder of Certara, Inc..

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