Certara, Inc.
DE ˙ HMSE ˙ US15687V1098
SecurityDE:700 / Certara, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership579,815 shares
Latest Disclosed Value $ 3,304,945
Principal Financial Group Inc reports 2.18% increase in ownership of 700 / Certara, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 579,815 shares of Certara, Inc. (DE:700) valued at $3,304,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 567,455 shares of Certara, Inc.. This represents a change in shares of 2.18% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CERTARA COM 15687V109 579,815 12,360 2.18 3,305 -33.91 0.0018
2026-02-02 2025-12-31 13F CERTARA COM 15687V109 567,455 -10,481 -1.81 4,999 -29.21 0.0026
2025-11-04 2025-09-30 13F CERTARA COM 15687V109 577,936 33,420 6.14 7,062 10.86 0.0036
2025-08-08 2025-06-30 13F CERTARA COM 15687V109 544,516 558 0.10 6,371 18.29 0.0034
2025-04-28 2025-03-31 13F CERTARA COM 15687V109 543,958 12,513 2.35 5,385 -4.84 0.0030
2025-01-31 2024-12-31 13F CERTARA COM 15687V109 531,445 15,739 3.05 5,660 -6.28 0.0031
2024-10-31 2024-09-30 13F CERTARA COM 15687V109 515,706 -14,244 -2.69 6,039 -17.73 0.0033
2024-07-29 2024-06-30 13F CERTARA COM 15687V109 529,950 -24,669 -4.45 7,340 -25.99 0.0044
2024-04-29 2024-03-31 13F CERTARA COM 15687V109 554,619 61 0.01 9,917 1.66 0.0058
2024-02-07 2023-12-31 13F CERTARA COM 15687V109 554,558 -19,646 -3.42 9,755 16.84 0.0062
2023-11-02 2023-09-30 13F CERTARA COM 15687V109 574,204 -26,420 -4.40 8,349 -23.67 0.0060
2023-08-07 2023-06-30 13F CERTARA COM 15687V109 600,624 -36,064 -5.66 10,937 -28.75 0.0075
2023-05-09 2023-03-31 13F CERTARA COM 15687V109 636,688 623,268 4,644.32 15,351 7,039.53 0.0110
2023-02-09 2022-12-31 13F CERTARA COM 15687V109 13,420 -18,712 -58.23 216 -49.65 0.0002
2022-11-09 2022-09-30 13F CERTARA COM 15687V109 32,132 -703 -2.14 427 -39.43 0.0003
2022-08-10 2022-06-30 13F CERTARA COM 15687V109 32,835 11,373 52.99 705 52.60 0.0005
2022-05-09 2022-03-31 13F CERTARA COM 15687V109 21,462 -6,399 -22.97 462 -41.67 0.0002
2022-05-09 2022-03-31 13F CERTARA COM 15687V109 28,433 611
2022-02-09 2021-12-31 13F CERTARA COM 15687V109 27,861 20,230 265.10 792 213.04 0.0005
2021-11-09 2021-09-30 13F CERTARA COM 15687V109 7,631 7,631 253 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.