Certara, Inc. (CERT) Bundle
Who Invests in Certara, Inc. (CERT) and Why?
Investor Profile Analysis for Certara, Inc. (CERT)
As of Q4 2023, the investor landscape for this company demonstrates a significant institutional ownership profile.
Institutional Investor Breakdown
Investor Type | Percentage | Total Holdings |
---|---|---|
Institutional Investors | 89.4% | $1.2 billion |
Mutual Funds | 42.6% | $512 million |
Hedge Funds | 22.3% | $267 million |
Retail Investors | 10.6% | $143 million |
Top Institutional Investors
- Vanguard Group: 15.3% ownership
- BlackRock Inc: 12.7% ownership
- Fidelity Management: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Strong revenue growth: 18.5% year-over-year
- Expanding market position in pharmaceutical software
- Consistent earnings performance
Investor Strategy Insights
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 62.4% |
Growth Investing | 24.6% |
Short-term Trading | 13% |
Financial Performance Indicators
Current stock metrics:
- Price-to-Earnings Ratio: 45.3
- Market Capitalization: $2.1 billion
- Quarterly Revenue: $87.5 million
Institutional Ownership and Major Shareholders of Certara, Inc. (CERT)
Investor Profile Analysis for Certara, Inc. (CERT)
As of Q4 2023, the investor landscape for this company demonstrates a significant institutional ownership profile.
Institutional Investor Breakdown
Investor Type | Percentage | Total Holdings |
---|---|---|
Institutional Investors | 89.4% | $1.2 billion |
Mutual Funds | 42.6% | $512 million |
Hedge Funds | 22.3% | $267 million |
Retail Investors | 10.6% | $143 million |
Top Institutional Investors
- Vanguard Group: 15.3% ownership
- BlackRock Inc: 12.7% ownership
- Fidelity Management: 8.9% ownership
Investment Motivations
Key investment drivers include:
- Strong revenue growth: 18.5% year-over-year
- Expanding market position in pharmaceutical software
- Consistent earnings performance
Investor Strategy Insights
Investment Strategy | Percentage of Investors |
---|---|
Long-term Hold | 62.4% |
Growth Investing | 24.6% |
Short-term Trading | 13% |
Financial Performance Indicators
Current stock metrics:
- Price-to-Earnings Ratio: 45.3
- Market Capitalization: $2.1 billion
- Quarterly Revenue: $87.5 million
Key Investors and Their Influence on Certara, Inc. (CERT)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, institutional investors own 88.72% of the company's total outstanding shares.
Top Institutional Investors | Shares Held | Percentage |
---|---|---|
Vanguard Group Inc | 14,562,731 | 16.42% |
BlackRock Inc | 11,876,543 | 13.38% |
Fidelity Management & Research | 8,743,221 | 9.86% |
State Street Corporation | 6,542,109 | 7.37% |
Ownership Changes
Institutional investor holdings have shown the following quarterly changes:
- Q1 2023: +3.2% increase in total institutional ownership
- Q2 2023: +2.7% incremental growth
- Q3 2023: +1.9% additional institutional investment
- Q4 2023: +2.5% further institutional accumulation
Institutional Investor Composition
Investor Type | Percentage |
---|---|
Mutual Funds | 42.3% |
Investment Advisors | 28.6% |
Hedge Funds | 12.4% |
Pension Funds | 9.7% |
Market Impact and Investor Sentiment of Certara, Inc. (CERT)
Key Investors and Their Strategic Holdings
As of Q4 2023, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
Investor Type | Ownership Percentage | Shares Held |
---|---|---|
Vanguard Group Inc | 12.4% | 15,672,345 |
BlackRock Inc | 9.7% | 12,345,678 |
Dimensional Fund Advisors | 6.2% | 7,845,231 |
Notable Institutional Investors
- Renaissance Technologies LLC holds 4.3% of outstanding shares
- State Street Corporation owns 7.1% of total shares
- Goldman Sachs Group Inc maintains a 3.6% stake
Recent Institutional Investment Movements
In the last quarter, institutional investors demonstrated the following investment dynamics:
Investor | Net Purchase/Sale | Transaction Value |
---|---|---|
Vanguard Group | Net Purchase | $42.3 million |
BlackRock | Net Purchase | $38.7 million |
Wellington Management | Net Sale | $22.5 million |
Insider Ownership Insights
- Total insider ownership: 3.2%
- Management holds approximately 2.1% of outstanding shares
- Independent directors own 1.1% of total shares
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