undamentalytics Newsletter

Certara, Inc.: which funds bought and sold

Institutions that bought and sold Certara shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 143 institutions that filed 13F reports for both quarters added to or opened positions in Certara, and 138 cut or closed them. Together they sold a net 763K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 195K shares (+0.6%); index fund managers were net buyers of 7.9M shares (+23.0%). 53 opened a new position and 68 sold out entirely.

Bought, Q2 2026 143 institutions, 53 of them new holders Sold, Q2 2026 138 institutions, 68 of them sold out
Net change, all compared −763K shares (−0.6%)
Net change, active managers +195K shares (+0.6%), 24 bought, 22 sold

Buyers versus sellers

institutions compared, 303
Active managers and hedge funds 24 bought · 22 sold · +195K
Index fund managers 8 bought · 2 sold · +7.9M
Other institutions 111 bought · 114 sold · −8.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Haveli Investment Management LLC +7.4M New position 7.4M $48.5M
Blackrock, Inc. Index funds +4.5M +31.5% 18.8M $123M
Systematic Financial Management LP +1.9M New position 1.9M $12.4M
Boston Partners Active manager +1.7M New position 1.7M $11M
AQR Capital Management LLC Hedge fund +1.6M +278.5% 2.2M $13.8M
Royce & Associates LP Active manager +1.5M +126.8% 2.8M $18.1M
First Trust Advisors LP +1.5M +164.8% 2.4M $15.9M
Millennium Management LLC Hedge fund +1.3M +103.4% 2.6M $16.7M
Vanguard Portfolio Management LLC Index funds +1.1M +18.2% 7.1M $46.2M
Two Sigma Investments, LP Hedge fund +1.0M +1660.8% 1.1M $7.2M
First Eagle Investment Management, LLC Active manager +1.0M New position 1.0M $6.8M
Geode Capital Management, LLC Index funds +1.0M +48.6% 3.1M $20.6M
State Street Corp Index funds +881K +22.4% 4.8M $31.6M
Citigroup Inc +750K +324.1% 981K $6.4M
Russell Investments Group, Ltd. +729K +6075.9% 741K $4.9M
T. Rowe Price Investment Management, Inc. Active manager +661K +49.4% 2.0M $13.1M
Tudor Investment Corp Et Al Hedge fund +579K New position 579K $3.8M
Kopion Asset Management, LLC +570K +44.2% 1.9M $12.2M
Tejara Capital Ltd +501K +63.2% 1.3M $8.5M
Goldman Sachs Group Inc +499K +56.4% 1.4M $9.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Arrowmark Colorado Holdings LLC −3.6M −78.2% 1.0M $6.6M
Citadel Advisors LLC Hedge fund −3.5M −76.0% 1.1M $7.2M
Teacher Retirement System Of Texas −3.0M Sold out 0 —
Geneva Capital Management LLC Active manager −2.7M Sold out 0 —
Mackenzie Financial Corp −2.7M Sold out 0 —
Dimensional Fund Advisors LP −2.5M −29.7% 6.0M $39.4M
Brown Brothers Harriman & Co −2.5M Sold out 0 —
Jane Street Group, LLC −1.3M Sold out 0 —
Raymond James Financial Inc −1.2M −76.1% 381K $2.5M
Wasatch Advisors LP Active manager −973K −18.5% 4.3M $28.2M
HRT Financial LP −869K Sold out 0 —
SG Americas Securities, LLC −765K −84.4% 142K $929,000
Rathbones Group PLC −757K −50.0% 757K $5M
UBS Group AG −754K −22.0% 2.7M $17.5M
Topline Capital Management, LLC −749K Sold out 0 —
Point72 Asset Management, L.P. Hedge fund −736K −65.8% 383K $2.5M
Morgan Stanley −689K −21.3% 2.6M $16.7M
Select Equity Group, L.P. Active manager −614K Sold out 0 —
Susquehanna International Group, LLP −497K −89.3% 60K $391,880
Balyasny Asset Management L.P. Hedge fund −443K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Haveli Investment Management LLC 7.4M $48.5M
Systematic Financial Management LP 1.9M $12.4M
Boston PartnersActive manager 1.7M $11M
First Eagle Investment Management, LLCActive manager 1.0M $6.8M
Tudor Investment Corp Et AlHedge fund 579K $3.8M
Campbell & Co Investment Adviser LLC 169K $1.1M
Vident Advisory, LLC 110K $721,391
Inspire Investing, LLC 107K $698,099
Caxton Associates LLPHedge fund 74K $481,988
Allstate Corp 57K $373,291

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Teacher Retirement System Of Texas 3.0M $16.9M
Geneva Capital Management LLCActive manager 2.7M $15.6M
Mackenzie Financial Corp 2.7M $15.5M
Brown Brothers Harriman & Co 2.5M $14.3M
Jane Street Group, LLC 1.3M $7.3M
HRT Financial LP 869K $5M
Topline Capital Management, LLC 749K $4.3M
Select Equity Group, L.P.Active manager 614K $3.5M
Balyasny Asset Management L.P.Hedge fund 443K $2.5M
Y-Intercept (Hong Kong) Ltd 347K $2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
238
Ten largest holders
52.9%
of 13F-reported shares
Index fund managers
31.4%
of 13F-reported shares
Active managers and hedge funds
23.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 24 22 9 12 +195K +0.6%
Index fund managers 8 2 1 0 +7.9M +23.0%
Other institutions 111 114 43 56 −8.9M −12.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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