StockData
CERTNasdaqServices-Prepackaged SoftwareFiscal year ends December 31

Certara, Inc.

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$9.45+0.08 (+0.85%)

Close on Oct 19, 2026

Market cap
$1.46B
P/E (TTM)
–
Dividend yield
–

Ownership

Institutional holdings as of Jun 30, 2026, from 13F filings

Held by institutions
88.5%
135M of 153M shares
Institutional holders
241
58 new, 69 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $200.00K

Shares held by institutions

Holders of more than 5%

Latest Schedule 13D (active) or 13G (passive) filed by each holder

HolderShares% of classFilingAs of
Terry M. Mullen36,345,83522.60%13D (active) amendmentApr 14, 2025
BlackRock, Inc.18,032,06211.60%13G (passive) amendmentJun 30, 2026

Top institutional holders

13F holdings as of Jun 30, 2026

HolderShares% of CERTValueChange% of portfolio
BlackRock, Inc.18,818,18012.34%$123.26M+4,510,3020.00%
Deerfield Management Company, L.P. (Series C)7,512,9284.93%$49.21M−295,6770.51%
Haveli Investment Management LLC7,400,0004.85%$48.47MNew26.95%
Jefferies Financial Group Inc.7,091,0514.65%$46.45M+232,8420.31%
Vanguard Portfolio Management LLC7,056,1064.63%$46.22M+1,086,9100.00%
Dimensional Fund Advisors LP6,022,6863.95%$39.45M−2,539,8220.01%
Vanguard Capital Management LLC5,283,1803.46%$34.60M−77,2490.00%
State Street Corp4,821,8053.16%$31.58M+881,3100.00%
Wasatch Advisors LP4,298,8252.82%$28.16M−973,3410.18%
Geode Capital Management, LLC3,141,6892.06%$20.58M+1,027,1330.00%
Fort Washington Investment Advisors Inc /Oh/2,864,2041.88%$18.76M+188,6610.09%
Royce & Associates LP2,756,0261.81%$18.05M+1,540,9750.15%
UBS Group AG2,666,4561.75%$17.47M−754,1760.00%
Millennium Management LLC2,555,1261.68%$16.74M+1,299,1820.01%
Morgan Stanley2,551,1111.67%$16.71M−689,1060.00%
First Trust Advisors LP2,424,2221.59%$15.88M+1,508,7380.01%
Aqr Capital Management LLC2,160,1671.42%$13.76M+1,589,4410.00%
Ameriprise Financial Inc2,030,8441.33%$13.30M−217,0150.00%
T. Rowe Price Investment Management, Inc.1,998,3731.31%$13.09K+660,7460.01%
Systematic Financial Management LP1,892,0501.24%$12.39MNew0.25%

Institutional buying and selling by quarter

Positions opened, added to, reduced and closed by 13F filers

QuarterHoldersShares held% of sharesNew / addedReduced / closedShares boughtShares sold
Q2 2026241135M88.5%58 / 9170 / 6936M37M
Q1 2026256136M89.0%61 / 10362 / 5539M39M
Q4 2025256149M97.5%55 / 7397 / 3822M13M
Q3 2025242141M92.6%44 / 8886 / 3619M8M
Q2 2025236130M85.4%45 / 7492 / 4722M13M
Q1 2025240122M80.0%53 / 9265 / 3317M14M
Q4 2024223120M78.5%43 / 8473 / 4225M25M
Q3 2024227120M78.7%47 / 6488 / 3533M24M
Q2 2024216124M81.4%27 / 7087 / 288M10M
Q1 2024220126M82.8%27 / 8073 / 208M5M
Q4 2023213123M80.7%30 / 8181 / 1622M7M
Q3 2023202108M70.7%23 / 6787 / 297M7M

Top mutual fund and ETF holders

Latest monthly portfolio reports (Form N-PORT)

FundShares% of CERTValue% of fundAs of
iShares Core S&P Small-Cap ETF7,030,8114.61%$46.05M0.04%Jun 30, 2026
Vanguard Total Stock Market Index Fund3,721,8052.44%$24.38M0.00%Jun 30, 2026
iShares Russell 2000 ETF3,014,1411.98%$19.74M0.02%Jun 30, 2026
Vanguard Small-Cap Index Fund2,673,1861.75%$17.51M0.01%Jun 30, 2026
Touchstone Strategic Trust-Touchstone Small Company Fund2,195,4071.44%$14.38M0.84%Jun 30, 2026
Wasatch Small Cap Value Fund1,814,4061.19%$11.88M0.85%Jun 30, 2026
U.S. Small Cap Value Portfolio1,722,9131.13%$13.96M0.07%Jul 31, 2026
Vanguard Small-Cap Value Index Fund1,694,9831.11%$11.10M0.02%Jun 30, 2026
Vanguard Extended Market Index Fund1,351,1350.89%$8.85M0.01%Jun 30, 2026
Columbia Small Cap Value Discovery Fund1,279,3000.84%$10.36M0.42%Jul 31, 2026
Fidelity Small Cap Index Fund1,271,1460.83%$10.30M0.03%Jul 31, 2026
U.S. Targeted Value Portfolio1,175,9020.77%$9.52M0.06%Jul 31, 2026
T. Rowe Price Small-Cap Value Fund, Inc.1,165,0080.76%$7.63M0.07%Jun 30, 2026
iShares Russell 2000 Value ETF1,100,6180.72%$7.21M0.05%Jun 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF1,067,7980.70%$6.99M0.04%Jun 30, 2026

Officers, directors and major owners

People who filed Forms 3, 4 or 5 in the last two years

NameRoleShares owned% of sharesLatest filing
John V. W. ReyndersChief Financial Officer, Director26,4660.02%May 15, 2026
Jon Matthew ResnickChief Executive Officer, Director59,7660.04%May 13, 2026
William F. FeeheryCHIEF EXECUTIVE OFFICER, Director2,360,7691.55%Nov 12, 2025
Faiz MohammedInterim CFO163,6860.11%Sep 2, 2026
Rona AnhaltChief Human Resources Officer19,0300.01%Jun 2, 2026
Daniel CorcoranSVP and General Counsel39,9390.03%Jun 2, 2026
John E. GallagherChief Financial Officer62,0990.04%May 13, 2026
Robert AspburyPRESIDENT, PREDICTIVE TECH321,6860.21%May 13, 2026
Leif E. PedersenPRESIDENT, CHIEF COMMERCAL OFF84,9550.06%May 13, 2026
Adrian McKemeyPresident, Drug Dev. Solutions8,2070.01%Apr 3, 2026
Eran BroshyDirector50,7080.03%May 15, 2026
James E. Cashman IiiDirector484,1970.32%May 15, 2026
Cynthia CollinsDirector51,8460.03%May 15, 2026
Rosemary A. CraneDirector45,6720.03%May 15, 2026
Matthew M. WalshDirector213,3160.14%May 15, 2026
Arjun BediDirector5,5470.00%May 15, 2026
Nancy KilleferDirector51,8460.03%May 15, 2026

Insider trades

Common stock transactions reported on Form 4, newest first

InsiderDateTransactionSharesPriceValueShares after
Daniel Corcoran
SVP and General Counsel
Jun 1, 2026Option exercise+14,889––39,939
Daniel Corcoran
SVP and General Counsel
Jun 1, 2026Tax withholding−4,210$5.82$24.50K25,050
Daniel Corcoran
SVP and General Counsel
Jun 1, 2026Option exercise+7,941––29,260
Daniel Corcoran
SVP and General Counsel
Jun 1, 2026Tax withholding−7,893$5.82$45.94K32,046
Rona Anhalt
Chief Human Resources Officer
Jun 1, 2026Option exercise+7,147––19,030
Rona Anhalt
Chief Human Resources Officer
Jun 1, 2026Tax withholding−2,241$5.82$13.04K16,789
James E. Cashman Iii
Director
May 14, 2026Option exercise+15,757––484,197
Matthew M. Walsh
Director
May 14, 2026Option exercise+15,757––213,316
Nancy Killefer
Director
May 14, 2026Option exercise+15,757––51,846
Eran Broshy
Director
May 14, 2026Option exercise+15,757––50,708
Rosemary A. Crane
Director
May 14, 2026Option exercise+15,757––45,672
Cynthia Collins
Director
May 14, 2026Option exercise+15,757––51,846
Arjun Bedi
Director
May 14, 2026Option exercise+5,547––5,547
John V. W. Reynders
Chief Financial Officer, Director
May 14, 2026Option exercise+15,757––26,466
Jon Matthew Resnick
Chief Executive Officer, Director
May 11, 2026Option exercise+59,766––59,766
Jon Matthew Resnick
Chief Executive Officer, Director
May 11, 2026Tax withholding−24,377$6.31$153.82K35,389
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Tax withholding−3,534$5.70$20.14K84,955
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Option exercise+10,127––101,022
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Option exercise+15,188––113,744
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Tax withholding−3,699$5.70$21.08K110,045
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Award+14,510––88,489
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Tax withholding−2,466$5.70$14.06K98,556
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Option exercise+7,852––92,807
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Apr 1, 2026Tax withholding−1,912$5.70$10.90K90,895
Adrian McKemey
President, Drug Dev. Solutions
Apr 1, 2026Tax withholding−2,642$5.70$15.06K8,207
Adrian McKemey
President, Drug Dev. Solutions
Apr 1, 2026Option exercise+10,849––10,849
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Award+14,510––321,686
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Option exercise+7,852––322,717
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Tax withholding−6,821$5.70$38.88K314,865
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Tax withholding−4,760$5.70$27.13K324,393
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Tax withholding−3,691$5.70$21.04K319,026
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Option exercise+10,127––329,153
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Tax withholding−7,139$5.70$40.69K332,442
Robert Aspbury
PRESIDENT, PREDICTIVE TECH
Apr 1, 2026Option exercise+15,188––339,581
Daniel Corcoran
SVP and General Counsel
Apr 1, 2026Option exercise+10,849––27,070
Daniel Corcoran
SVP and General Counsel
Apr 1, 2026Tax withholding−5,751$5.70$32.78K21,319
Rona Anhalt
Chief Human Resources Officer
Apr 1, 2026Option exercise+9,764––14,945
Rona Anhalt
Chief Human Resources Officer
Apr 1, 2026Tax withholding−3,062$5.70$17.45K11,883
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Tax withholding−7,775$5.70$44.32K62,099
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Option exercise+12,633––74,732
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Tax withholding−4,327––70,405
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Option exercise+15,190––85,595
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Tax withholding−5,203$5.70$29.66K80,392
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Option exercise+22,782––103,174
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Tax withholding−7,803$5.70$44.48K95,371
John E. Gallagher
Chief Financial Officer
Apr 1, 2026Award+23,346––69,874
William F. Feehery
CHIEF EXECUTIVE OFFICER, Director
Nov 11, 2025Buy+24,096.38$8.30$200.00K2,360,769
Leif E. Pedersen
PRESIDENT, CHIEF COMMERCAL OFF
Sep 9, 2025Sale(10b5-1 plan)−51,224$10.92$559.37K73,979
Rona Anhalt
Chief Human Resources Officer
May 30, 2025Tax withholding−1,965$11.40$22.40K5,181
Rona Anhalt
Chief Human Resources Officer
May 30, 2025Option exercise+7,146––7,146
Daniel Corcoran
SVP and General Counsel
May 30, 2025Option exercise+7,940––7,940
Daniel Corcoran
SVP and General Counsel
May 30, 2025Tax withholding−2,298$11.40$26.20K5,642
Daniel Corcoran
SVP and General Counsel
May 30, 2025Option exercise+14,888––20,530
Daniel Corcoran
SVP and General Counsel
May 30, 2025Tax withholding−4,309$11.40$49.12K16,221
Rosemary A. Crane
Director
May 21, 2025Option exercise+11,928––29,915
Matthew M. Walsh
Director
May 21, 2025Option exercise+11,928––197,559
James E. Cashman Iii
Director
May 21, 2025Option exercise+11,928––468,440
John V. W. Reynders
Director
May 21, 2025Option exercise+10,709––10,709
Cynthia Collins
Director
May 21, 2025Option exercise+11,928––36,089
Nancy Killefer
Director
May 21, 2025Option exercise+11,928––36,089

Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.

Planned insider sales

Notices of proposed sale filed on Form 144 before shares are sold

SellerFiledSharesMarket valuePlanned saleAcquired through
Leif E. Pedersen
Officer
Sep 3, 202636,066$300.07KSep 3, 2026Restricted Stock Vesting
Leif E. Pedersen
Officer
Sep 9, 202551,224$559.30KSep 9, 2025Restricted Stock Vesting
Patrick F. Smith
Officer
Apr 2, 202520,142$195.98KApr 2, 2025Restricted Stock Vesting
Patrick F. Smith
Officer
Oct 7, 20245,409$59.66KOct 7, 2024Restricted Stock Vesting
Leif E. Pedersen
Officer
Sep 9, 202451,224$578.45KSep 9, 2024Restricted Stock Vesting
Patrick F. Smith
Officer
Apr 2, 202414,427$254.20KApr 2, 2024Restricted Stock Vesting
Richard M. Traynor
Officer
Apr 1, 20243,000$54.00KApr 1, 2024Pre-IPO Shares
Richard M. Traynor
Officer
Mar 4, 20243,000$54.84KMar 4, 2024Pre-IPO
Patrick F. Smith
Officer
Feb 20, 20245,000$90.00KFeb 20, 2024Restricted Stock Vesting
Richard M. Traynor
Officer
Feb 12, 20246,000$108.00KFeb 12, 2024Pre-IPO Shares
Richard M. Traynor
Officer
Dec 26, 20236,000$108.00KDec 26, 2023Pre-IPO Shares
Leif E. Pedersen
Officer
Sep 11, 202351,224$748.07KSep 11, 2023Restricted Stock Vesting
Patrick F. Smith
Officer
Jun 5, 202319,104$411.69KJun 5, 2023Restricted Stock Vesting
Richard M. Traynor
Officer
May 11, 20235,000$104.10KMay 11, 2023Pre-IPO
Richard M. Traynor
Officer
Apr 14, 20235,000$118.30KApr 14, 2023Pre-IPO Shares