Certara, Inc. (CERT) shareholders
CERTNasdaqServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 5, 2026Score 8/3017% below fair value
$11.90+0.17 (+1.45%)
Close on Nov 12, 2026Market cap $1.82BP/E –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
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Terry M. Mullen Joint filing with Arsenal Saturn Holdings LP (18.60%), Arsenal Capital Investment VI LP (18.60%) | 36,345,835 | 22.60% | 13D (active) amendment | Apr 14, 2025 |
| BlackRock, Inc. | 18,032,062 | 11.60% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CERT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,818,180 | 12.34% | $123.26M | +4,510,302 | 0.00% |
| Deerfield Management Company, L.P. (Series C) | 7,512,928 | 4.93% | $49.21M | −295,677 | 0.51% |
| Haveli Investment Management LLC | 7,400,000 | 4.85% | $48.47M | New | 26.95% |
| Jefferies Financial Group Inc. | 7,091,051 | 4.65% | $46.45M | +232,842 | 0.31% |
| Vanguard Portfolio Management LLC | 7,056,106 | 4.63% | $46.22M | +1,086,910 | 0.00% |
| Dimensional Fund Advisors LP | 6,022,686 | 3.95% | $39.45M | −2,539,822 | 0.01% |
| Vanguard Capital Management LLC | 5,283,180 | 3.46% | $34.60M | −77,249 | 0.00% |
| State Street Corp | 4,821,805 | 3.16% | $31.58M | +881,310 | 0.00% |
| Wasatch Advisors LP | 4,298,825 | 2.82% | $28.16M | −973,341 | 0.18% |
| Geode Capital Management, LLC | 3,141,689 | 2.06% | $20.58M | +1,027,133 | 0.00% |
| Fort Washington Investment Advisors Inc /Oh/ | 2,864,204 | 1.88% | $18.76M | +188,661 | 0.09% |
| Royce & Associates LP | 2,756,026 | 1.81% | $18.05M | +1,540,975 | 0.15% |
| UBS Group AG | 2,666,456 | 1.75% | $17.47M | −754,176 | 0.00% |
| Millennium Management LLC | 2,555,126 | 1.68% | $16.74M | +1,299,182 | 0.01% |
| Morgan Stanley | 2,551,111 | 1.67% | $16.71M | −689,106 | 0.00% |
| First Trust Advisors LP | 2,424,222 | 1.59% | $15.88M | +1,508,738 | 0.01% |
| Aqr Capital Management LLC | 2,160,167 | 1.42% | $13.76M | +1,589,441 | 0.00% |
| Ameriprise Financial Inc | 2,030,844 | 1.33% | $13.30M | −217,015 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 1,998,373 | 1.31% | $13.09M | +660,746 | 0.01% |
| Systematic Financial Management LP | 1,892,050 | 1.24% | $12.39M | New | 0.25% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 241 | 135M | 88.5% | 58 / 91 | 70 / 69 | 36M | 37M |
| Q1 2026 | 256 | 136M | 89.0% | 61 / 103 | 62 / 55 | 39M | 39M |
| Q4 2025 | 256 | 149M | 97.5% | 55 / 73 | 97 / 38 | 22M | 13M |
| Q3 2025 | 242 | 141M | 92.6% | 44 / 88 | 86 / 36 | 19M | 8M |
| Q2 2025 | 236 | 130M | 85.4% | 45 / 74 | 92 / 47 | 22M | 13M |
| Q1 2025 | 240 | 122M | 80.0% | 53 / 92 | 65 / 33 | 17M | 14M |
| Q4 2024 | 223 | 120M | 78.5% | 43 / 84 | 73 / 42 | 25M | 25M |
| Q3 2024 | 227 | 120M | 78.7% | 47 / 64 | 88 / 35 | 33M | 24M |
| Q2 2024 | 216 | 124M | 81.4% | 27 / 70 | 87 / 28 | 8M | 10M |
| Q1 2024 | 220 | 126M | 82.8% | 27 / 80 | 73 / 20 | 8M | 5M |
| Q4 2023 | 213 | 123M | 80.7% | 30 / 81 | 81 / 16 | 22M | 7M |
| Q3 2023 | 202 | 108M | 70.7% | 23 / 67 | 87 / 29 | 7M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
236 funds held CERT in Q2 2026, 61% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CERT | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7,030,811 | 4.61% | $46.05M | 0.04% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,721,805 | 2.44% | $24.38M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,014,141 | 1.98% | $19.74M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,673,186 | 1.75% | $17.51M | 0.01% | Jun 30, 2026 |
| Touchstone Strategic Trust-Touchstone Small Company Fund | 2,195,407 | 1.44% | $14.38M | 0.84% | Jun 30, 2026 |
| Wasatch Small Cap Value Fund | 1,814,406 | 1.19% | $11.88M | 0.85% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,722,913 | 1.13% | $13.96M | 0.07% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,694,983 | 1.11% | $11.10M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,351,135 | 0.89% | $8.85M | 0.01% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 1,279,300 | 0.84% | $10.36M | 0.42% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 1,271,146 | 0.83% | $10.30M | 0.03% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 1,175,902 | 0.77% | $9.52M | 0.06% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,165,008 | 0.76% | $7.63M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,100,618 | 0.72% | $7.21M | 0.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,067,798 | 0.70% | $6.99M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John V. W. Reynders | Chief Financial Officer, Director | 26,466 | 0.02% | May 15, 2026 |
| Jon Matthew Resnick | Chief Executive Officer, Director | 59,766 | 0.04% | May 13, 2026 |
| William F. Feehery | CHIEF EXECUTIVE OFFICER, Director | 2,360,769 | 1.55% | Nov 12, 2025 |
| Faiz Mohammed | Interim CFO | 163,686 | 0.11% | Sep 2, 2026 |
| Rona Anhalt | Chief Human Resources Officer | 19,030 | 0.01% | Jun 2, 2026 |
| Daniel Corcoran | SVP and General Counsel | 39,939 | 0.03% | Jun 2, 2026 |
| John E. Gallagher | Chief Financial Officer | 62,099 | 0.04% | May 13, 2026 |
| Robert Aspbury | PRESIDENT, PREDICTIVE TECH | 321,686 | 0.21% | May 13, 2026 |
| Leif E. Pedersen | PRESIDENT, CHIEF COMMERCAL OFF | 84,955 | 0.06% | May 13, 2026 |
| Adrian McKemey | President, Drug Dev. Solutions | 8,207 | 0.01% | Apr 3, 2026 |
| Eran Broshy | Director | 50,708 | 0.03% | May 15, 2026 |
| James E. Cashman Iii | Director | 484,197 | 0.32% | May 15, 2026 |
| Cynthia Collins | Director | 51,846 | 0.03% | May 15, 2026 |
| Rosemary A. Crane | Director | 45,672 | 0.03% | May 15, 2026 |
| Matthew M. Walsh | Director | 213,316 | 0.14% | May 15, 2026 |
| Arjun Bedi | Director | 5,547 | 0.00% | May 15, 2026 |
| Nancy Killefer | Director | 51,846 | 0.03% | May 15, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel Corcoran SVP and General Counsel | Jun 1, 2026 | Option exercise | +14,889 | – | – | 39,939 |
| Daniel Corcoran SVP and General Counsel | Jun 1, 2026 | Tax withholding | −4,210 | $5.82 | $24.50K | 25,050 |
| Daniel Corcoran SVP and General Counsel | Jun 1, 2026 | Option exercise | +7,941 | – | – | 29,260 |
| Daniel Corcoran SVP and General Counsel | Jun 1, 2026 | Tax withholding | −7,893 | $5.82 | $45.94K | 32,046 |
| Rona Anhalt Chief Human Resources Officer | Jun 1, 2026 | Option exercise | +7,147 | – | – | 19,030 |
| Rona Anhalt Chief Human Resources Officer | Jun 1, 2026 | Tax withholding | −2,241 | $5.82 | $13.04K | 16,789 |
| James E. Cashman Iii Director | May 14, 2026 | Option exercise | +15,757 | – | – | 484,197 |
| Matthew M. Walsh Director | May 14, 2026 | Option exercise | +15,757 | – | – | 213,316 |
| Nancy Killefer Director | May 14, 2026 | Option exercise | +15,757 | – | – | 51,846 |
| Eran Broshy Director | May 14, 2026 | Option exercise | +15,757 | – | – | 50,708 |
| Rosemary A. Crane Director | May 14, 2026 | Option exercise | +15,757 | – | – | 45,672 |
| Cynthia Collins Director | May 14, 2026 | Option exercise | +15,757 | – | – | 51,846 |
| Arjun Bedi Director | May 14, 2026 | Option exercise | +5,547 | – | – | 5,547 |
| John V. W. Reynders Chief Financial Officer, Director | May 14, 2026 | Option exercise | +15,757 | – | – | 26,466 |
| Jon Matthew Resnick Chief Executive Officer, Director | May 11, 2026 | Option exercise | +59,766 | – | – | 59,766 |
| Jon Matthew Resnick Chief Executive Officer, Director | May 11, 2026 | Tax withholding | −24,377 | $6.31 | $153.82K | 35,389 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Tax withholding | −3,534 | $5.70 | $20.14K | 84,955 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Option exercise | +10,127 | – | – | 101,022 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Option exercise | +15,188 | – | – | 113,744 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Tax withholding | −3,699 | $5.70 | $21.08K | 110,045 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Award | +14,510 | – | – | 88,489 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Tax withholding | −2,466 | $5.70 | $14.06K | 98,556 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Option exercise | +7,852 | – | – | 92,807 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Apr 1, 2026 | Tax withholding | −1,912 | $5.70 | $10.90K | 90,895 |
| Adrian McKemey President, Drug Dev. Solutions | Apr 1, 2026 | Tax withholding | −2,642 | $5.70 | $15.06K | 8,207 |
| Adrian McKemey President, Drug Dev. Solutions | Apr 1, 2026 | Option exercise | +10,849 | – | – | 10,849 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Award | +14,510 | – | – | 321,686 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Option exercise | +7,852 | – | – | 322,717 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Tax withholding | −6,821 | $5.70 | $38.88K | 314,865 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Tax withholding | −4,760 | $5.70 | $27.13K | 324,393 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Tax withholding | −3,691 | $5.70 | $21.04K | 319,026 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Option exercise | +10,127 | – | – | 329,153 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Tax withholding | −7,139 | $5.70 | $40.69K | 332,442 |
| Robert Aspbury PRESIDENT, PREDICTIVE TECH | Apr 1, 2026 | Option exercise | +15,188 | – | – | 339,581 |
| Daniel Corcoran SVP and General Counsel | Apr 1, 2026 | Option exercise | +10,849 | – | – | 27,070 |
| Daniel Corcoran SVP and General Counsel | Apr 1, 2026 | Tax withholding | −5,751 | $5.70 | $32.78K | 21,319 |
| Rona Anhalt Chief Human Resources Officer | Apr 1, 2026 | Option exercise | +9,764 | – | – | 14,945 |
| Rona Anhalt Chief Human Resources Officer | Apr 1, 2026 | Tax withholding | −3,062 | $5.70 | $17.45K | 11,883 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Tax withholding | −7,775 | $5.70 | $44.32K | 62,099 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Option exercise | +12,633 | – | – | 74,732 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Tax withholding | −4,327 | – | – | 70,405 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Option exercise | +15,190 | – | – | 85,595 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Tax withholding | −5,203 | $5.70 | $29.66K | 80,392 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Option exercise | +22,782 | – | – | 103,174 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Tax withholding | −7,803 | $5.70 | $44.48K | 95,371 |
| John E. Gallagher Chief Financial Officer | Apr 1, 2026 | Award | +23,346 | – | – | 69,874 |
| William F. Feehery CHIEF EXECUTIVE OFFICER, Director | Nov 11, 2025 | Buy | +24,096.38 | $8.30 | $200.00K | 2,360,769 |
| Leif E. Pedersen PRESIDENT, CHIEF COMMERCAL OFF | Sep 9, 2025 | Sale(10b5-1 plan) | −51,224 | $10.92 | $559.37K | 73,979 |
| Rona Anhalt Chief Human Resources Officer | May 30, 2025 | Tax withholding | −1,965 | $11.40 | $22.40K | 5,181 |
| Rona Anhalt Chief Human Resources Officer | May 30, 2025 | Option exercise | +7,146 | – | – | 7,146 |
| Daniel Corcoran SVP and General Counsel | May 30, 2025 | Option exercise | +7,940 | – | – | 7,940 |
| Daniel Corcoran SVP and General Counsel | May 30, 2025 | Tax withholding | −2,298 | $11.40 | $26.20K | 5,642 |
| Daniel Corcoran SVP and General Counsel | May 30, 2025 | Option exercise | +14,888 | – | – | 20,530 |
| Daniel Corcoran SVP and General Counsel | May 30, 2025 | Tax withholding | −4,309 | $11.40 | $49.12K | 16,221 |
| Rosemary A. Crane Director | May 21, 2025 | Option exercise | +11,928 | – | – | 29,915 |
| Matthew M. Walsh Director | May 21, 2025 | Option exercise | +11,928 | – | – | 197,559 |
| James E. Cashman Iii Director | May 21, 2025 | Option exercise | +11,928 | – | – | 468,440 |
| John V. W. Reynders Director | May 21, 2025 | Option exercise | +10,709 | – | – | 10,709 |
| Cynthia Collins Director | May 21, 2025 | Option exercise | +11,928 | – | – | 36,089 |
| Nancy Killefer Director | May 21, 2025 | Option 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
22.77%
26M shares short
Days to cover
11.6
At 2M shares a day
Change since last report
-0.6%
From 26M shares
Short volume, 20 days
49.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Certara's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,988 shares on Oct 6, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Leif E. Pedersen Officer | Sep 3, 2026 | 36,066 | $300.07K | Sep 3, 2026 | Restricted Stock Vesting |
| Leif E. Pedersen Officer | Sep 9, 2025 | 51,224 | $559.30K | Sep 9, 2025 | Restricted Stock Vesting |
| Patrick F. Smith Officer | Apr 2, 2025 | 20,142 | $195.98K | Apr 2, 2025 | Restricted Stock Vesting |
| Patrick F. Smith Officer | Oct 7, 2024 | 5,409 | $59.66K | Oct 7, 2024 | Restricted Stock Vesting |
| Leif E. Pedersen Officer | Sep 9, 2024 | 51,224 | $578.45K | Sep 9, 2024 | Restricted Stock Vesting |
| Patrick F. Smith Officer | Apr 2, 2024 | 14,427 | $254.20K | Apr 2, 2024 | Restricted Stock Vesting |
| Richard M. Traynor Officer | Apr 1, 2024 | 3,000 | $54.00K | Apr 1, 2024 | Pre-IPO Shares |
| Richard M. Traynor Officer | Mar 4, 2024 | 3,000 | $54.84K | Mar 4, 2024 | Pre-IPO |
| Patrick F. Smith Officer | Feb 20, 2024 | 5,000 | $90.00K | Feb 20, 2024 | Restricted Stock Vesting |
| Richard M. Traynor Officer | Feb 12, 2024 | 6,000 | $108.00K | Feb 12, 2024 | Pre-IPO Shares |
| Richard M. Traynor Officer | Dec 26, 2023 | 6,000 | $108.00K | Dec 26, 2023 | Pre-IPO Shares |
| Leif E. Pedersen Officer | Sep 11, 2023 | 51,224 | $748.07K | Sep 11, 2023 | Restricted Stock Vesting |
| Patrick F. Smith Officer | Jun 5, 2023 | 19,104 | $411.69K | Jun 5, 2023 | Restricted Stock Vesting |
| Richard M. Traynor Officer | May 11, 2023 | 5,000 | $104.10K | May 11, 2023 | Pre-IPO |
| Richard M. Traynor Officer | Apr 14, 2023 | 5,000 | $118.30K | Apr 14, 2023 | Pre-IPO Shares |
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