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Certara, Inc. (CERT)
USD7.00
+0.33 (+4.95%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address
100 Overlook Center 8540
Princeton, NJ, US
Princeton, NJ, US
CEO
Jon Resnick
Website
certara.com
IPO
2020-12-11
CIK 1827090 ISIN US15687V1098
Description
Certara, Inc. provides advanced software solutions and technology-driven services, specializing in biosimulation throughout the entire drug development lifecycle. From initial drug discovery and preclinical research to clinical trials, regulatory submissions, and market entry, the company's core mission is to accelerate the delivery of new medicines to patients by transforming these processes with its innovative biosimulation software and expertise. Its extensive portfolio of technology-enabled services includes mechanistic and empirical biosimulation, strategic guidance for drug development and regulatory affairs, clinical pharmacology, model-based meta-analysis, specialized regulatory writing and medical communications, regulatory operations support, and market access consultation. Furthermore, Certara offers a robust suite of software platforms covering mechanistic and empirical PK/PD biosimulation, data standardization and compliance, scientific informatics, clinical outcomes databases for biosimulation, authoring and management of regulatory submissions, and market access communication. The company's clientele primarily comprises biopharmaceutical firms, academic institutions, and governmental organizations. Established in 2008 and headquartered in Princeton, New Jersey, Certara maintains a significant global presence, with operations spanning numerous countries including the United States, Canada, Spain, Luxembourg, Portugal, the United Kingdom, Germany, France, the Netherlands, Denmark, Switzerland, Italy, Poland, Japan, the Philippines, India, Australia, and China.
News Sentiment (7d)
4 articles
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Certara, Inc. - CERT PRNewsWire
- INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Certara, Inc. - CERT GlobeNewsWire
- Certara, Silo Pharma Advance AI Agent Strategies with Nvidia Initiatives Benzinga
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD7.00
+0.33 (+4.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
1.49
Float Shares
109.20M
Free Float %
71.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.78% | -19.08% | -12.09% | -23.11% | -39.48% | -42.22% | -58.07% | -75.02% | -80.14% | -86.63% | -86.63% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (16 ratings, all time)
Buy
Price Targets & DCF
Current price
7.00
Low
8.00
+14.3%
Consensus
9.33
+33.3%
Median
10.00
+42.9%
High
10.00
+42.9%
DCF (Unlevered)
6.25
-10.8%
DCF (Levered)
8.49
+21.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
38% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
10.00
+42.9%
|
| Last Year | 4 |
12.25
+75.0%
|
| All Time | 10 |
16.50
+135.7%
|
Quality scores
Altman Z-Score
1.53
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Healthcare Information Services: +14.2%+8.8% Q1'26: +0.9% (vs Q1'25)
-
EPS growth Medical - Healthcare Information Services: +43.1%+86.7% ★ Q1'26: -300.0% (vs Q1'25)
-
FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%+12.7% Q1'26: +10.3% (vs Q1'25)
-
EBIT margin Medical - Healthcare Information Services: +8.8%+6.5% Q1'26: +0.0% (vs Q1'25)
-
ROIC Medical - Healthcare Information Services: +5.2%+1.9% Q1'26: +0.0% (vs Q1'25)
-
Share dilution Medical - Healthcare Information Services: -0.1%+0.0% ★ Q1'26: -2.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×0.14× ★ Q1'26: 1.58× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 8 Rev. Ana. 5 EPS Ana. |
Dec 2027 9 Rev. Ana. 6 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
243.53M
est: 240.58M (+1.2%)
|
286.10M
est: 293.39M (-2.5%)
|
335.64M
est: 331.52M (+1.2%)
|
354.34M
est: 363.55M (-2.5%)
|
385.15M
est: 383.77M (+0.4%)
|
418.84M
est: 418.05M (+0.2%)
|
408.05M
407.37M – 409.16M
-2.4% YoY
|
429.63M
416.87M – 441.54M
+5.3% YoY
|
457.43M
452.80M – 462.07M
+6.5% YoY
|
442.80M
421.15M – 453.74M
-3.2% YoY
|
| EBITDA |
17.87M
est: 38.42M (-53.5%)
|
58.58M
est: 46.85M (+25.0%)
|
89.00M
est: 52.94M (+68.1%)
|
23.84M
est: 67.29M (-64.6%)
|
72.37M
est: 71.03M (+1.9%)
|
83.91M
est: 77.38M (+8.4%)
|
75.52M
75.40M – 75.73M
-2.4% YoY
|
79.52M
77.16M – 81.72M
+5.3% YoY
|
84.66M
83.81M – 85.52M
+6.5% YoY
|
81.96M
77.95M – 83.98M
-3.2% YoY
|
| EBIT |
-24.89M
est: -1.25M (-1,889.6%)
|
13.46M
est: -1.53M (+982.6%)
|
36.53M
est: -1.72M (+2,219.4%)
|
-32.23M
est: 10.29M (-413.2%)
|
4.34M
est: 10.86M (-60.1%)
|
27.35M
est: 11.83M (+131.2%)
|
11.55M
11.53M – 11.58M
-2.4% YoY
|
12.16M
11.80M – 12.50M
+5.3% YoY
|
12.95M
12.81M – 13.08M
+6.5% YoY
|
12.53M
11.92M – 12.84M
-3.2% YoY
|
| Net Income |
-49.40M
est: 22.48M (-319.7%)
|
-13.27M
est: 46.19M (-128.7%)
|
14.73M
est: 70.15M (-79.0%)
|
-55.36M
est: -78.68M (+29.6%)
|
-12.05M
est: 68.61M (-117.6%)
|
-1.60M
est: 73.53M (-102.2%)
|
64.04M
62.61M – 65.46M
-12.9% YoY
|
70.24M
68.42M – 72.06M
+9.7% YoY
|
9.75M
-84.09M – 252.26M
-86.1% YoY
|
94.63M
88.62M – 97.67M
+870.4% YoY
|
| SGA |
107.68M
est: 84.67M (+27.2%)
|
99.68M
est: 103.26M (-3.5%)
|
99.18M
est: 116.68M (-15.0%)
|
127.41M
est: 119.95M (+6.2%)
|
120.97M
est: 126.62M (-4.5%)
|
139.10M
est: 137.93M (+0.8%)
|
134.63M
134.40M – 134.99M
-2.4% YoY
|
141.75M
137.54M – 145.68M
+5.3% YoY
|
150.92M
149.39M – 152.45M
+6.5% YoY
|
146.09M
138.95M – 149.70M
-3.2% YoY
|
| EPS |
-0.32
est: 0.14 (-328.3%)
|
-0.09
est: 0.29 (-130.7%)
|
0.09
est: 0.44 (-78.6%)
|
-0.35
est: -0.49 (+29.0%)
|
-0.08
est: 0.43 (-117.6%)
|
-0.01
est: 0.46 (-102.2%)
|
0.40
0.39 – 0.41
-12.9% YoY
|
0.44
0.43 – 0.45
+9.0% YoY
|
0.52
-0.52 – 1.57
+20.4% YoY
|
0.59
0.55 – 0.61
+12.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 4/5 | 1/5 | 1/5 | 4/5 | 1/5 | 4/5 |
| 2026-05-08 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
89.81M
OE per share TTM
0.56
Owner's Yield
11.10%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
3.7%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
64
Total invested
95.05M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EQT Avatar Parent GP LLC | 37.46M | 23.50% | 37.46M | — | 37.46M | — | OO | Delaware | 2022-02-14 | ↗ |
| 2 | EQT Avatar Parent L.P. | 37.46M | 23.50% | 37.46M | — | 37.46M | — | PN | Delaware | 2022-02-14 | ↗ |
| 3 | EQT Fund Management S.à r.l. | 37.46M | 23.50% | 37.46M | — | 37.46M | — | OO | Delaware | 2022-02-14 | ↗ |
| 4 | Jeffrey B. Kovach | 36.35M | 22.80% | — | 36.35M | — | 36.35M | IN | — | 2022-12-16 | ↗ |
| 5 | Terry M. Mullen | 36.35M | 22.80% | — | 36.35M | — | 36.35M | IN | — | 2022-12-16 | ↗ |
| 6 | Arsenal Capital Investment VI LP | 29.95M | 18.80% | — | 29.95M | — | 29.95M | PN | — | 2022-12-16 | ↗ |
| 7 | Arsenal Saturn Holdings LP | 29.95M | 18.80% | — | 29.95M | — | 29.95M | PN | — | 2022-12-16 | ↗ |
| 8 | (1) BlackRock, Inc. | 13.96M | 8.70% | 13.57M | — | 13.96M | — | HC | Delaware | 2024-01-25 | ↗ |
| 9 | Baillie Gifford & Co (Scottish partnership) | 12.55M | 11.00% | — | — | — | — | IA | SCOTLAND UK | 2022-01-12 | ↗ |
| 10 | Arsenal Capital Group LLC | 10.50M | 6.90% | — | 10.50M | — | — | OO | — | 2021-02-08 | ↗ |
| 11 | Fifteenth Investment Company LLC | 9.62M | 6.29% | — | — | — | 9.62M | OO | The Emirate of Abu Dhabi, United Arab Emirates | 2021-08-02 | ↗ |
| 12 | Mamoura Diversified Global Holding PJSC | 9.62M | 6.29% | — | — | — | 9.62M | CO | The Emirate of Abu Dhabi, United Arab Emirates | 2021-08-02 | ↗ |
| 13 | Mubadala Investment Company PJSC | 9.62M | 6.29% | — | — | — | 9.62M | CO | The Emirate of Abu Dhabi, United Arab Emirates | 2021-08-02 | ↗ |
| 14 | The Vanguard Group - 23-1945930 | 9.31M | 5.92% | — | — | — | 138.3K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 15 | Wasatch Advisors LP 87-0319391 | 9.02M | 5.60% | 9.02M | — | 9.02M | — | IA | — | 2024-11-13 | ↗ |
| 16 | Arsenal Capital Investment III LP | 6.39M | 4.00% | — | 6.39M | — | 6.39M | PN | — | 2022-12-16 | ↗ |
| 17 | Arsenal Capital Partners III LP | 3.56M | 2.20% | — | 3.56M | — | 3.56M | PN | — | 2022-12-16 | ↗ |
| 18 | Arsenal Capital Partners III-B LP | 2.83M | 1.80% | — | 2.83M | — | 2.83M | PN | — | 2022-12-16 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
64
-192 vs prev Q
New positions
16
Closed positions
206
Increased
34
Reduced
19
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | NANO CAP NEW MILLENNIUM GROWTH FUND L P | 150.0K +150.0K (+100.0%) | 1.32B +1.3B (+100.0%) | 0.09% +0.094 pp | 1.13% +1.128 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 2 | WASATCH ADVISORS LP | 17.22M -175.3K (-1.0%) | 151.74M -60.9M (-28.6%) | 10.74% -0.075 pp | 0.90% -0.242 pp | USD13.72 -35.8% | 11 qtrs — |
| 3 | BLACKROCK, INC. | 13.93M +18.8K (+0.1%) | 122.70M -47.3M (-27.8%) | 8.68% +0.039 pp | 0.00% -0.001 pp | USD11.68 -24.6% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 11.92M -491.3K (-4.0%) | 104.98M -46.6M (-30.8%) | 7.43% -0.282 pp | 0.00% -0.001 pp | USD28.68 -69.3% | 21 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 8.39M +35.2K (+0.4%) | 73.89M -28.2M (-27.6%) | 5.23% +0.039 pp | 0.02% -0.006 pp | USD13.92 -36.7% | 18 qtrs — |
| 6 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 7.81M +1.1M (+15.9%) | 68.79M -13.6M (-16.5%) | 4.87% +0.680 pp | 0.88% -0.379 pp | USD11.03 -20.1% | 4 qtrs — |
| 7 | TEACHER RETIREMENT SYSTEM OF TEXAS | 5.60M -60.7K (-1.1%) | 49.36M -19.8M (-28.7%) | 3.49% -0.027 pp | 0.17% -0.108 pp | USD11.60 -24.1% | 6 qtrs — |
| 8 | ARROWMARK COLORADO HOLDINGS LLC | 5.49M -1.9M (-25.7%) | 48.33M -41.8M (-46.4%) | 3.42% -1.165 pp | 1.06% -0.611 pp | USD12.97 -32.1% | 21 qtrs — |
| 9 | GENEVA CAPITAL MANAGEMENT LLC | 5.41M -749.0K (-12.2%) | 47.68M -27.6M (-36.7%) | 3.37% -0.455 pp | 0.90% -0.396 pp | USD16.27 -45.9% | 14 qtrs — |
| 10 | MORGAN STANLEY | 5.06M +1.9M (+59.3%) | 44.54M +5.8M (+14.9%) | 3.15% +1.180 pp | 0.00% +0.000 pp | USD11.74 -25.0% | 21 qtrs — |
| 11 | STATE STREET CORP | 3.92M +83.7K (+2.2%) | 34.52M -12.3M (-26.3%) | 2.44% +0.060 pp | 0.00% -0.001 pp | USD23.60 -62.7% | 20 qtrs — |
| 12 | BROWN BROTHERS HARRIMAN & CO | 3.76M +— (+0.0%) | 33.16M -12.8M (-27.9%) | 2.35% +0.008 pp | 0.18% -0.099 pp | USD11.54 -23.7% | 6 qtrs — |
| 13 | CITADEL ADVISORS LLC | 3.19M +2.0M (+176.3%) | 28.11M +14.0M (+99.2%) | 1.99% +1.272 pp | 0.00% +0.002 pp | USD9.81 -10.2% | 10 qtrs — |
| 14 | JEFFERIES FINANCIAL GROUP INC. | 3.03M +3.0M (+100.0%) | 26.71M +26.7M (+100.0%) | 1.89% +1.890 pp | 0.14% +0.137 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 15 | MACKENZIE FINANCIAL CORP | 2.67M +— (+0.0%) | 23.61M -9.0M (-27.6%) | 1.66% +0.005 pp | 0.03% -0.012 pp | USD10.97 -19.7% | 5 qtrs — |
| 16 | MILLENNIUM MANAGEMENT LLC | 2.65M -262.6K (-9.0%) | 23.37M -12.3M (-34.4%) | 1.65% -0.158 pp | 0.01% -0.005 pp | USD12.09 -27.1% | 16 qtrs — |
| 17 | UBS GROUP AG | 2.49M +837.6K (+50.7%) | 21.93M +1.7M (+8.7%) | 1.55% +0.526 pp | 0.00% +0.000 pp | USD10.80 -18.4% | 21 qtrs — |
| 18 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.27M +1.3M (+133.4%) | 20.02M +8.1M (+68.3%) | 1.42% +0.812 pp | 0.11% +0.042 pp | USD10.27 -14.2% | 2 qtrs — |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 2.17M -106.4K (-4.7%) | 19.09M -8.7M (-31.3%) | 1.35% -0.062 pp | 0.00% -0.001 pp | USD24.39 -63.9% | 21 qtrs — |
| 20 | CAPITAL WORLD INVESTORS | 2.16M +— (+0.0%) | 19.03M -7.4M (-27.9%) | 1.35% +0.004 pp | 0.00% -0.001 pp | USD9.90 -11.0% | 4 qtrs — |
| 21 | TOPLINE CAPITAL MANAGEMENT, LLC | 1.99M +1.4M (+264.3%) | 17.54M +10.9M (+162.7%) | 1.24% +0.902 pp | 1.59% +0.439 pp | USD9.75 -9.6% | 2 qtrs — |
| 22 | AMERIPRISE FINANCIAL INC | 1.58M -3.4M (-68.2%) | 13.94M -46.8M (-77.0%) | 0.99% -2.102 pp | 0.00% -0.011 pp | USD11.80 -25.3% | 21 qtrs — |
| 23 | DIXON MITCHELL INVESTMENT COUNSEL INC. | 1.55M +679.9K (+78.5%) | 13.62M +3.0M (+28.7%) | 0.96% +0.426 pp | 0.45% +0.073 pp | USD10.72 -17.8% | 2 qtrs — |
| 24 | SELECT EQUITY GROUP, L.P. | 1.49M +371.1K (+33.1%) | 13.14M -550.4K (-4.0%) | 0.93% +0.234 pp | 0.06% +0.000 pp | USD10.64 -17.2% | 13 qtrs — |
| 25 | ROYAL BANK OF CANADA | 1.25M -180.4K (-12.6%) | 11.05M -6.5M (-37.0%) | 0.78% -0.110 pp | 0.00% -0.001 pp | USD15.88 -44.5% | 21 qtrs — |
| 26 | LONDON CO OF VIRGINIA | 1.25M -305.8K (-19.7%) | 11.01M -8.0M (-42.1%) | 0.78% -0.188 pp | 0.06% -0.041 pp | USD17.28 -49.0% | 8 qtrs — |
| 27 | WOODLINE PARTNERS LP | 1.16M +1.2M (+100.0%) | 10.20M +10.2M (+100.0%) | 0.72% +0.722 pp | 0.04% +0.040 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 28 | SEI INVESTMENTS CO | 1.10M +112.5K (+11.4%) | 9.70M -2.4M (-19.7%) | 0.69% +0.072 pp | 0.01% -0.003 pp | USD16.24 -45.8% | 18 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 1.08M -89.2K (-7.6%) | 9.52M -4.8M (-33.4%) | 0.67% -0.053 pp | 0.00% -0.001 pp | USD16.40 -46.3% | 20 qtrs — |
| 30 | GLENMEDE TRUST CO NA | 1.00M +1.0M (+100.0%) | 8.83M +8.8M (+100.0%) | 0.62% +0.625 pp | 0.04% +0.042 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 31 | KOPION ASSET MANAGEMENT, LLC | 982.7K +327.1K (+49.9%) | 8.66M +645.7K (+8.1%) | 0.61% +0.205 pp | 6.19% +0.997 pp | USD10.51 -16.2% | 6 qtrs — |
| 32 | RAYMOND JAMES FINANCIAL INC | 936.2K +204.1K (+27.9%) | 8.25M -698.8K (-7.8%) | 0.58% +0.129 pp | 0.00% 0.000 pp | USD11.30 -22.0% | 5 qtrs — |
| 33 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 876.8K -104.1K (-10.6%) | 7.72M -4.3M (-35.6%) | 0.55% -0.063 pp | 0.02% -0.009 pp | USD15.22 -42.1% | 11 qtrs — |
| 34 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 853.5K -494.1K (-36.7%) | 7.52M -8.9M (-54.3%) | 0.53% -0.305 pp | 0.00% -0.003 pp | USD16.80 -47.6% | 21 qtrs — |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 843.8K +141.4K (+20.1%) | 7.43M -1.1M (-13.4%) | 0.53% +0.090 pp | 0.00% 0.000 pp | USD22.60 -61.0% | 21 qtrs — |
| 36 | PIER CAPITAL, LLC | 840.4K +85.8K (+11.4%) | 7.40M -1.8M (-19.7%) | 0.52% +0.055 pp | 1.18% -0.259 pp | USD11.46 -23.1% | 3 qtrs — |
| 37 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 829.7K +829.5K (+580,097.9%) | 7.31M +7.3M (+365,400.0%) | 0.52% +0.517 pp | 0.00% +0.005 pp | USD8.81 +0.0% | 2 qtrs — |
| 38 | NUVEEN, LLC | 800.6K +581.7K (+265.6%) | 7.05M +4.4M (+163.6%) | 0.50% +0.363 pp | 0.00% +0.001 pp | USD9.16 -3.8% | 4 qtrs — |
| 39 | MARSHALL WACE, LLP | 798.2K +64.2K (+8.7%) | 7.03M -1.9M (-21.6%) | 0.50% +0.042 pp | 0.01% -0.003 pp | USD11.41 -22.8% | 6 qtrs — |
| 40 | NORTHERN TRUST CORP | 767.4K -100.5K (-11.6%) | 6.76M -3.8M (-36.3%) | 0.48% -0.061 pp | 0.00% -0.001 pp | USD23.90 -63.1% | 21 qtrs — |
| 41 | RATHBONES GROUP PLC | 757.0K +— (+0.0%) | 6.67M -2.6M (-27.9%) | 0.47% +0.002 pp | 0.03% -0.011 pp | USD14.54 -39.4% | 10 qtrs — |
| 42 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 670.8K +839.0 (+0.1%) | 5.91M -2.3M (-27.8%) | 0.42% +0.002 pp | 0.04% -0.014 pp | USD15.93 -44.7% | 17 qtrs — |
| 43 | GOTHAM ASSET MANAGEMENT, LLC | 640.7K +169.6K (+36.0%) | 5.64M -112.4K (-2.0%) | 0.40% +0.107 pp | 0.02% -0.005 pp | USD10.60 -16.9% | 15 qtrs — |
| 44 | NICHOLAS COMPANY, INC. | 568.7K -1.6K (-0.3%) | 5.01M -2.0M (-28.1%) | 0.35% +0.000 pp | 0.09% -0.031 pp | USD11.38 -22.6% | 6 qtrs — |
| 45 | PRINCIPAL FINANCIAL GROUP INC | 567.5K -10.5K (-1.8%) | 5.00M -2.1M (-29.2%) | 0.35% -0.005 pp | 0.00% -0.001 pp | USD22.82 -61.4% | 18 qtrs — |
| 46 | ROUBAIX CAPITAL, LLC | 563.1K +43.3K (+8.3%) | 4.96M -1.4M (-21.9%) | 0.35% +0.028 pp | 2.12% -0.843 pp | USD10.84 -18.7% | 4 qtrs — |
| 47 | BANK OF AMERICA CORP /DE/ | 520.9K -180.6K (-25.7%) | 4.59M -4.0M (-46.5%) | 0.32% -0.111 pp | 0.00% 0.000 pp | USD15.14 -41.8% | 21 qtrs — |
| 48 | INVESCO LTD. | 491.3K -86.2K (-14.9%) | 4.33M -2.7M (-38.7%) | 0.31% -0.053 pp | 0.00% 0.000 pp | USD20.97 -58.0% | 20 qtrs — |
| 49 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 484.7K +14.8K (+3.1%) | 4.27M -1.5M (-25.6%) | 0.30% +0.010 pp | 0.01% -0.007 pp | USD15.74 -44.0% | 12 qtrs — |
| 50 | GRANAHAN INVESTMENT MANAGEMENT, LLC | 460.8K +34.8K (+8.2%) | 4.06M -1.1M (-22.0%) | 0.29% +0.023 pp | 0.17% -0.039 pp | USD13.83 -36.3% | 9 qtrs — |
| 51 | LAZARD ASSET MANAGEMENT LLC | 437.8K +313.4K (+251.9%) | 3.86M +2.3M (+153.7%) | 0.27% +0.196 pp | 0.01% +0.005 pp | USD9.66 -8.8% | 3 qtrs — |
| 52 | 1492 CAPITAL MANAGEMENT LLC | 388.5K +256.1K (+193.5%) | 3.42M +1.8M (+111.6%) | 0.24% +0.160 pp | 1.31% +0.656 pp | USD9.97 -11.6% | 2 qtrs — |
| 53 | TEJARA CAPITAL LTD | 381.6K +108.5K (+39.7%) | 3.36M +24.8K (+0.7%) | 0.24% +0.068 pp | 0.79% -0.949 pp | USD11.06 -20.3% | 3 qtrs — |
| 54 | PARKMAN HEALTHCARE PARTNERS LLC | 348.8K -203.1K (-36.8%) | 3.07M -3.7M (-54.4%) | 0.22% -0.126 pp | 0.29% -0.411 pp | USD11.75 -25.0% | 3 qtrs — |
| 55 | GOLDMAN SACHS GROUP INC | 346.1K +16.2K (+4.9%) | 3.05M -982.1K (-24.4%) | 0.22% +0.011 pp | 0.00% 0.000 pp | USD13.18 -33.2% | 21 qtrs — |
| 56 | CIBC PRIVATE WEALTH GROUP, LLC | 309.9K +77.1K (+33.1%) | 2.73M -114.0K (-4.0%) | 0.19% +0.049 pp | 0.00% 0.000 pp | USD10.13 -13.0% | 5 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 305.2K -7.4K (-2.4%) | 2.69M -1.1M (-29.6%) | 0.19% -0.004 pp | 0.00% 0.000 pp | USD24.40 -63.9% | 20 qtrs — |
| 58 | DARK FOREST CAPITAL MANAGEMENT LP | 305.0K +305.0K (+100.0%) | 2.69M +2.7M (+100.0%) | 0.19% +0.190 pp | 0.12% +0.123 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 59 | UBS ASSET MANAGEMENT AMERICAS INC | 298.5K -25.2K (-7.8%) | 2.63M -1.3M (-33.5%) | 0.19% -0.015 pp | 0.00% 0.000 pp | USD15.28 -42.3% | 19 qtrs — |
| 60 | FIRST TRUST ADVISORS LP | 279.5K +263.1K (+1,607.1%) | 2.46M +2.3M (+1,130.7%) | 0.17% +0.164 pp | 0.00% +0.002 pp | USD8.98 -1.9% | 16 qtrs — |
| 61 | RHUMBLINE ADVISERS | 278.1K -343.0 (-0.1%) | 2.45M -952.6K (-28.0%) | 0.17% +0.000 pp | 0.00% -0.001 pp | USD23.40 -62.4% | 20 qtrs — |
| 62 | B. METZLER SEEL. SOHN & CO. AG | 249.6K +49.2K (+24.5%) | 2.20M -250.2K (-10.2%) | 0.16% +0.031 pp | 0.02% -0.002 pp | USD13.17 -33.1% | 11 qtrs — |
| 63 | AQR CAPITAL MANAGEMENT LLC | 236.6K -56.0K (-19.1%) | 2.08M -1.4M (-40.3%) | 0.15% -0.034 pp | 0.00% -0.001 pp | USD11.59 -24.0% | 4 qtrs — |
| 64 | SWISS NATIONAL BANK | 235.9K +— (+0.0%) | 2.08M -804.4K (-27.9%) | 0.15% +0.001 pp | 0.00% 0.000 pp | USD24.66 -64.3% | 19 qtrs — |
| 65 | SECTOR GAMMA AS | 230.6K +— (+0.0%) | 2.03M -786.2K (-27.9%) | 0.14% +0.001 pp | 0.46% -0.236 pp | USD12.22 -27.9% | 2 qtrs — |
| 66 | TWO SIGMA INVESTMENTS, LP | 220.6K -220.4K (-50.0%) | 1.94M -3.4M (-63.9%) | 0.14% -0.137 pp | 0.00% -0.005 pp | USD11.74 -25.0% | 14 qtrs — |
| 67 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 198.9K -1.4K (-0.7%) | 1.75M -695.2K (-28.4%) | 0.12% -0.001 pp | 0.01% -0.002 pp | USD13.18 -33.2% | 20 qtrs — |
| 68 | QUANTINNO CAPITAL MANAGEMENT LP | 193.0K -16.8K (-8.0%) | 1.70M -863.4K (-33.7%) | 0.12% -0.010 pp | 0.00% -0.004 pp | USD10.23 -13.9% | 7 qtrs — |
| 69 | OPPENHEIMER ASSET MANAGEMENT INC. | 180.9K -14.6K (-7.5%) | 1.59M -795.0K (-33.3%) | 0.11% -0.009 pp | 0.02% -0.007 pp | USD19.33 -54.4% | 18 qtrs — |
| 70 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 172.7K +172.7K (+100.0%) | 1.52M +1.5M (+100.0%) | 0.11% +0.108 pp | 0.09% +0.093 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 71 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 158.9K -4.9K (-3.0%) | 1.41M -594.2K (-29.7%) | 0.10% -0.003 pp | 0.00% -0.001 pp | USD10.02 -12.1% | 4 qtrs — |
| 72 | CITIGROUP INC | 150.4K -109.3K (-42.1%) | 1.32M -1.8M (-58.3%) | 0.09% -0.068 pp | 0.00% -0.001 pp | USD12.78 -31.1% | 21 qtrs — |
| 73 | D. E. SHAW & CO., INC. | 146.4K +78.7K (+116.1%) | 1.29M +462.1K (+55.8%) | 0.09% +0.049 pp | 0.00% +0.000 pp | USD10.23 -13.9% | 6 qtrs — |
| 74 | ENVESTNET ASSET MANAGEMENT INC | 145.8K -220.9K (-60.2%) | 1.28M -3.2M (-71.3%) | 0.09% -0.137 pp | 0.00% -0.001 pp | USD18.88 -53.3% | 18 qtrs — |
| 75 | BNP PARIBAS ARBITRAGE, SNC | 144.7K -79.6K (-35.5%) | 1.27M -1.5M (-53.5%) | 0.09% -0.049 pp | 0.00% -0.001 pp | USD11.98 -26.5% | 5 qtrs — |
| 76 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 114.6K -106.0 (-0.1%) | 1.01M -392.2K (-28.0%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD27.33 -67.8% | 20 qtrs — |
| 77 | PRUDENTIAL FINANCIAL INC | 112.3K -3.4K (-3.0%) | 989.8K -425.1K (-30.0%) | 0.07% -0.002 pp | 0.00% -0.001 pp | USD21.78 -59.6% | 12 qtrs — |
| 78 | JPMORGAN CHASE & CO | 112.0K +20.9K (+23.0%) | 987.1K -127.1K (-11.4%) | 0.07% +0.013 pp | 0.00% +0.000 pp | USD21.31 -58.7% | 21 qtrs — |
| 79 | PRICE T ROWE ASSOCIATES INC /MD/ | 105.1K +15.7K (+17.6%) | 926.0K -166.0K (-15.2%) | 0.07% +0.010 pp | 0.00% +0.000 pp | USD22.10 -60.1% | 21 qtrs — |
| 80 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 103.8K +— (+0.0%) | 914.1K -353.8K (-27.9%) | 0.06% +0.000 pp | 0.00% -0.001 pp | USD24.00 -63.3% | 18 qtrs — |
| 81 | LPL FINANCIAL LLC | 103.2K +207.0 (+0.2%) | 909.6K -349.5K (-27.8%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD15.31 -42.5% | 13 qtrs — |
| 82 | PIER 88 INVESTMENT PARTNERS LLC | 101.0K -27.9K (-21.7%) | 890.0K -685.9K (-43.5%) | 0.06% -0.017 pp | 0.20% -0.097 pp | USD11.94 -26.2% | 3 qtrs — |
| 83 | BELLEVUE GROUP AG | 99.4K +40.0K (+67.3%) | 876.1K +149.6K (+20.6%) | 0.06% +0.025 pp | 0.02% +0.002 pp | USD12.34 -28.6% | 10 qtrs — |
| 84 | TORONTO DOMINION BANK | 83.9K +54.7K (+186.9%) | 738.7K +381.7K (+106.9%) | 0.05% +0.034 pp | 0.00% +0.001 pp | USD10.00 -11.9% | 2 qtrs — |
| 85 | FRED ALGER MANAGEMENT, LLC | 83.6K -38.0 (0.0%) | 736.1K -285.4K (-27.9%) | 0.05% +0.000 pp | 0.00% -0.001 pp | USD11.70 -24.7% | 3 qtrs — |
| 86 | THRIVENT FINANCIAL FOR LUTHERANS | 82.1K -4.8K (-5.6%) | 723.0K -339.0K (-31.9%) | 0.05% -0.003 pp | 0.00% -0.001 pp | USD15.40 -42.8% | 12 qtrs — |
| 87 | MENDEL MONEY MANAGEMENT | 80.3K -56.3K (-41.2%) | 707.8K -962.4K (-57.6%) | 0.05% -0.035 pp | 0.30% -0.406 pp | USD10.56 -16.6% | 5 qtrs — |
| 88 | ALLIANCEBERNSTEIN L.P. | 79.9K +19.7K (+32.6%) | 703.5K -32.2K (-4.4%) | 0.05% +0.012 pp | 0.00% +0.000 pp | USD17.22 -48.8% | 21 qtrs — |
| 89 | SQUAREPOINT OPS LLC | 78.5K +33.7K (+75.3%) | 692.0K +144.3K (+26.4%) | 0.05% +0.021 pp | 0.00% +0.000 pp | USD9.84 -10.5% | 7 qtrs — |
| 90 | NATIXIS | 75.1K +75.1K (+100.0%) | 661.8K +661.8K (+100.0%) | 0.05% +0.047 pp | 0.00% +0.002 pp | USD8.81 +0.0% | 1 qtrs NEW |
| 91 | VERITION FUND MANAGEMENT LLC | 74.1K -3.6K (-4.7%) | 653.0K -297.1K (-31.3%) | 0.05% -0.002 pp | 0.00% -0.001 pp | USD9.98 -11.7% | 5 qtrs — |
| 92 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 73.7K -10.1K (-12.1%) | 648.9K -374.7K (-36.6%) | 0.05% -0.006 pp | 0.03% -0.021 pp | USD9.90 -11.0% | 4 qtrs — |
| 93 | M&T BANK CORP | 72.0K -1.1K (-1.6%) | 633.7K -260.4K (-29.1%) | 0.04% -0.001 pp | 0.00% -0.001 pp | USD16.46 -46.5% | 16 qtrs — |
| 94 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 68.5K -265.0 (-0.4%) | 602.0K -237.0K (-28.2%) | 0.04% +0.000 pp | 0.01% -0.002 pp | USD16.84 -47.7% | 14 qtrs — |
| 95 | SUMMIT TRAIL ADVISORS, LLC | 64.8K +19.4K (+42.7%) | 570.8K +16.2K (+2.9%) | 0.04% +0.012 pp | 0.01% +0.002 pp | USD11.20 -21.3% | 2 qtrs — |
| 96 | ILLINOIS MUNICIPAL RETIREMENT FUND | 64.4K +3.7K (+6.0%) | 567.3K -174.8K (-23.6%) | 0.04% +0.002 pp | 0.01% -0.002 pp | USD13.74 -35.9% | 10 qtrs — |
| 97 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 62.9K +— (+0.0%) | 554.0K -215.0K (-28.0%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD20.95 -57.9% | 12 qtrs — |
| 98 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 60.9K -44.6K (-42.3%) | 536.2K -752.3K (-58.4%) | 0.04% -0.028 pp | 0.00% -0.002 pp | USD13.97 -36.9% | 19 qtrs — |
| 99 | JANUS HENDERSON GROUP PLC | 57.0K +— (+0.0%) | 502.0K -195.0K (-28.0%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD14.65 -39.9% | 21 qtrs — |
| 100 | BASTION ASSET MANAGEMENT INC. | 55.8K +55.8K (+100.0%) | 487.9K +487.9K (+100.0%) | 0.03% +0.035 pp | 0.27% +0.269 pp | USD8.81 +0.0% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 127 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Distillate Small/Mid Cash Flow ETF DSMC | 0.56% | 732.8K | 0.55% |
| 2 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.54% | 161.3K | 0.59% |
| 3 | KraneShares Man Buyout Beta Index ETF BUYO | 0.40% | 65.5K | 0.89% |
| 4 | Invesco S&P SmallCap Health Care ETF PSCH | 0.34% | 564.4K | 0.29% |
| 5 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.31% | 1.96M | 0.56% |
| 6 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 706.7K | 0.53% |
| 7 | First Trust Active Factor Small Cap ETF AFSM | 0.14% | 152.9K | 0.75% |
| 8 | First Trust Small Cap Core AlphaDEX Fund FYX | 0.13% | 1.79M | 0.58% |
| 9 | iShares U.S. Healthcare Providers ETF IHF | 0.11% | 1.38M | 0.38% |
| 10 | iShares Healthcare Innovation UCITS ETF HEAL.L | 0.09% | 1.06M | 0.40% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.56
Neutral
Ratio by volume
0.92
Neutral
Buys
15
Sells
27
Shares acquired
200.8K
Shares disposed
219.0K
Cash buys
—
Cash sales
—
Net activity
-18,219
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | Pedersen Leif E | Officer | M-Exempt | A | Common Stock | 15,188 | 0.00 | — | 113,744 | D | ↗ |
| 2026-04-01 | McKemey Adrian | Officer | M-Exempt | D | Restricted Stock Units | 10,849 | 0.00 | — | 21,698 | D | ↗ |
| 2026-04-01 | Gallagher John E | Officer | A-Award | A | Common Stock | 23,346 | 0.00 | — | 69,874 | D | ↗ |
| 2026-04-01 | Corcoran Daniel | Officer | F-InKind | D | Common Stock | 5,751 | 5.70 | 32.8K | 21,319 | D | ↗ |
| 2026-04-01 | Aspbury Robert | Officer | M-Exempt | A | Common Stock | 7,852 | 0.00 | — | 322,717 | D | ↗ |
| 2026-04-01 | Anhalt Rona | Officer | M-Exempt | D | Restricted Stock Units | 9,764 | 0.00 | — | 19,528 | D | ↗ |
| 2026-02-27 | Bedi Arjun | Director | A-Award | A | Restricted Stock Units | 5,547 | 0.00 | — | 5,547 | D | ↗ |
| 2026-02-24 | Bedi Arjun | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-01 | Resnick Jon Matthew | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-11 | Feehery William F | Director / Officer | P-Purchase | A | Common Stock | 24,096 | 8.30 | 200.0K | 2,360,769 | D | ↗ |
| 2025-09-09 | Pedersen Leif E | Officer | S-Sale | D | Common Stock | 51,224 | 10.92 | 559.4K | 73,979 | D | ↗ |
| 2025-05-30 | Corcoran Daniel | Officer | F-InKind | D | Common Stock | 4,309 | 11.40 | 49.1K | 16,221 | D | ↗ |
| 2025-05-30 | Anhalt Rona | Officer | M-Exempt | A | Common Stock | 7,146 | 0.00 | — | 7,146 | D | ↗ |
| 2025-05-21 | WALSH MATTHEW M | Director | M-Exempt | A | Common Stock | 11,928 | 0.00 | — | 197,559 | D | ↗ |
| 2025-05-21 | Reynders John V W | Director | M-Exempt | A | Common Stock | 10,709 | 0.00 | — | 10,709 | D | ↗ |
| 2025-05-21 | Killefer Nancy | Director | M-Exempt | A | Common Stock | 11,928 | 0.00 | — | 36,089 | D | ↗ |
| 2025-05-21 | Crane Rosemary A | Director | A-Award | A | Restricted Stock Units | 15,757 | 0.00 | — | 15,757 | D | ↗ |
| 2025-05-21 | Collins Cynthia | Director | M-Exempt | D | Restricted Stock Units | 11,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-21 | CASHMAN JAMES E III | Director | M-Exempt | D | Restricted Stock Units | 11,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-21 | BROSHY ERAN | Director | M-Exempt | D | Restricted Stock Units | 11,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | Pedersen Leif E | Officer | A-Award | A | Performance Stock Units | 68,348 | 0.00 | — | 68,348 | D | ↗ |
| 2025-05-20 | McKemey Adrian | Officer | A-Award | A | Restricted Stock Units | 32,547 | 0.00 | — | 32,547 | D | ↗ |
| 2025-05-20 | Gallagher John E | Officer | A-Award | A | Restricted Stock Units | 68,348 | 0.00 | — | 68,348 | D | ↗ |
| 2025-05-20 | Feehery William F | Director / Officer | A-Award | A | Performance Stock Units | 280,716 | 0.00 | — | 280,716 | D | ↗ |
| 2025-05-20 | Corcoran Daniel | Officer | A-Award | A | Restricted Stock Units | 32,547 | 0.00 | — | 32,547 | D | ↗ |
| 2025-05-20 | Aspbury Robert | Officer | A-Award | A | Restricted Stock Units | 45,566 | 0.00 | — | 45,566 | D | ↗ |
| 2025-05-20 | Anhalt Rona | Officer | A-Award | A | Restricted Stock Units | 29,292 | 0.00 | — | 29,292 | D | ↗ |
| 2025-04-01 | Pedersen Leif E | Officer | M-Exempt | D | Restricted Stock Units | 7,852 | 0.00 | — | 7,852 | D | ↗ |
| 2025-04-01 | Gallagher John E | Officer | M-Exempt | A | Common Stock | 15,190 | 0.00 | — | 51,731 | D | ↗ |
| 2025-04-01 | Feehery William F | Director / Officer | M-Exempt | A | Common Stock | 41,593 | 0.00 | — | 2,354,346 | D | ↗ |
| 2025-04-01 | Aspbury Robert | Officer | M-Exempt | A | Common Stock | 10,127 | 0.00 | — | 311,936 | D | ↗ |
| 2025-03-03 | McKemey Adrian | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-10-16 | Reynders John V W | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-10-07 | SMITH PATRICK F | Officer | S-Sale | D | Common Stock | 5,409 | 11.03 | 59.7K | 50,091 | D | ↗ |
| 2024-10-04 | SMITH PATRICK F | Officer | M-Exempt | A | Common Stock | 7,151 | 0.00 | — | 57,242 | D | ↗ |
| 2024-09-09 | Pedersen Leif E | Officer | S-Sale | D | Common Stock | 51,224 | 11.29 | 578.3K | 99,704 | — | ↗ |
| 2024-07-01 | Aspbury Robert | Officer | F-InKind | D | Common Stock | 862 | 13.85 | 11.9K | 289,314 | — | ↗ |
| 2024-06-01 | Corcoran Daniel | Officer | A-Award | A | Restricted Stock Units | 23,822 | 0.00 | — | 23,822 | — | ↗ |
| 2024-06-01 | Anhalt Rona | Officer | A-Award | A | Restricted Stock Units | 21,440 | 0.00 | — | 21,440 | — | ↗ |
| 2024-05-23 | Anhalt Rona | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | WALSH MATTHEW M | Director | M-Exempt | A | Common Stock | 8,663 | 0.00 | — | 185,631 | — | ↗ |
| 2024-05-21 | Killefer Nancy | Director | M-Exempt | D | Restricted Stock Units | 8,663 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | Crane Rosemary A | Director | M-Exempt | D | Restricted Stock Units | 8,663 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | Collins Cynthia | Director | M-Exempt | D | Restricted Stock Units | 8,663 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | CASHMAN JAMES E III | Director | M-Exempt | D | Restricted Stock Units | 8,663 | 0.00 | — | 0 | — | ↗ |
| 2024-05-21 | BROSHY ERAN | Director | M-Exempt | A | Common Stock | 8,663 | 0.00 | — | 23,023 | — | ↗ |
| 2024-05-20 | Corcoran Daniel | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-02 | SMITH PATRICK F | Officer | S-Sale | D | Common Stock | 649 | 17.72 | 11.5K | 58,605 | — | ↗ |
| 2024-04-01 | Traynor Richard M. | Officer | M-Exempt | A | Common Stock | 6,644 | 0.00 | — | 178,800 | — | ↗ |
| 2024-04-01 | SMITH PATRICK F | Officer | M-Exempt | D | Restricted Stock Units | 8,646 | 0.00 | — | 8,647 | — | ↗ |
| 2024-04-01 | SHERMAN NICOLETTE D | Officer | F-InKind | D | Common Stock | 1,252 | 17.88 | 22.4K | 21,456 | — | ↗ |
| 2024-04-01 | Pedersen Leif E | Officer | F-InKind | D | Common Stock | 2,106 | 17.88 | 37.7K | 144,988 | — | ↗ |
| 2024-04-01 | Gallagher John E | Officer | F-InKind | D | Common Stock | 4,327 | 17.88 | 77.4K | 18,218 | — | ↗ |
| 2024-04-01 | Feehery William F | Director / Officer | M-Exempt | D | Restricted Stock Units | 36,580 | 0.00 | — | 36,580 | — | ↗ |
| 2024-04-01 | Aspbury Robert | Officer | F-InKind | D | Common Stock | 3,691 | 17.88 | 66.0K | 290,176 | — | ↗ |
| 2024-03-05 | Traynor Richard M. | Officer | F-InKind | D | Common Stock | 3,660 | 18.88 | 69.1K | 169,473 | — | ↗ |
| 2024-03-05 | SHERMAN NICOLETTE D | Officer | A-Award | A | Common Stock | 6,600 | 0.00 | — | 21,090 | — | ↗ |
| 2024-03-05 | Pedersen Leif E | Officer | F-InKind | D | Common Stock | 4,050 | 18.88 | 76.5K | 140,381 | — | ↗ |
| 2024-03-05 | Feehery William F | Director / Officer | F-InKind | D | Common Stock | 17,557 | 18.88 | 331.5K | 2,221,984 | — | ↗ |
| 2024-03-05 | Aspbury Robert | Officer | F-InKind | D | Common Stock | 5,622 | 18.88 | 106.1K | 282,403 | — | ↗ |
| 2024-03-04 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 3,000 | 18.28 | 54.8K | 162,368 | — | ↗ |
| 2024-02-20 | SMITH PATRICK F | Officer | S-Sale | D | Common Stock | 5,000 | 18.00 | 90.0K | 54,975 | — | ↗ |
| 2024-02-12 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 6,000 | 18.00 | 108.0K | 165,368 | — | ↗ |
| 2023-12-26 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 6,000 | 18.00 | 108.0K | 171,368 | — | ↗ |
| 2023-10-05 | SMITH PATRICK F | Officer | A-Award | A | Restricted Stock Units | 21,454 | 0.00 | — | 21,454 | — | ↗ |
| 2023-09-11 | Pedersen Leif E | Officer | S-Sale | D | Common Stock | 51,224 | 14.60 | 747.9K | 128,883 | — | ↗ |
| 2023-08-22 | BROSHY ERAN | Director | P-Purchase | A | Common Stock | 4,807 | 15.80 | 76.0K | 14,360 | — | ↗ |
| 2023-08-21 | BROSHY ERAN | Director | P-Purchase | A | Common Stock | 193 | 16.10 | 3.1K | 9,553 | — | ↗ |
| 2023-08-01 | SHERMAN NICOLETTE D | Officer | F-InKind | D | Common Stock | 1,057 | 19.47 | 20.6K | 14,490 | — | ↗ |
| 2023-06-30 | Aspbury Robert | Officer | F-InKind | D | Common Stock | 862 | 18.19 | 15.7K | 276,065 | — | ↗ |
| 2023-06-05 | SMITH PATRICK F | Officer | S-Sale | D | Common Stock | 19,104 | 21.55 | 411.7K | 59,975 | — | ↗ |
| 2023-05-23 | WALSH MATTHEW M | Director | A-Award | A | Restricted Stock Units | 8,663 | 0.00 | — | 8,663 | — | ↗ |
| 2023-05-23 | Killefer Nancy | Director | A-Award | A | Restricted Stock Units | 8,663 | 0.00 | — | 8,663 | — | ↗ |
| 2023-05-23 | Crane Rosemary A | Director | M-Exempt | A | Common Stock | 9,324 | 0.00 | — | 9,324 | — | ↗ |
| 2023-05-23 | Collins Cynthia | Director | A-Award | A | Restricted Stock Units | 8,663 | 0.00 | — | 8,663 | — | ↗ |
| 2023-05-23 | CASHMAN JAMES E III | Director | A-Award | A | Restricted Stock Units | 8,663 | 0.00 | — | 8,663 | — | ↗ |
| 2023-05-23 | BROSHY ERAN | Director | M-Exempt | A | Common Stock | 9,360 | 0.00 | — | 9,360 | — | ↗ |
| 2023-05-17 | WALSH MATTHEW M | Director | M-Exempt | A | Common Stock | 9,067 | 0.00 | — | 176,968 | — | ↗ |
| 2023-05-17 | Killefer Nancy | Director | M-Exempt | A | Common Stock | 9,067 | 0.00 | — | 15,498 | — | ↗ |
| 2023-05-17 | Collins Cynthia | Director | M-Exempt | A | Common Stock | 9,067 | 0.00 | — | 15,498 | — | ↗ |
| 2023-05-17 | CASHMAN JAMES E III | Director | M-Exempt | D | Restricted Stock Units | 9,067 | 0.00 | — | 0 | — | ↗ |
| 2023-05-11 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 5,000 | 20.82 | 104.1K | 177,368 | — | ↗ |
| 2023-04-14 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 5,000 | 23.66 | 118.3K | 182,368 | — | ↗ |
| 2023-04-01 | Virkler Drayton | Officer | M-Exempt | A | Restricted Stock Units | 23,556 | 0.00 | — | 23,556 | — | ↗ |
| 2023-04-01 | Traynor Richard M. | Officer | M-Exempt | A | Restricted Stock Units | 19,932 | 0.00 | — | 19,932 | — | ↗ |
| 2023-04-01 | SMITH PATRICK F | Officer | M-Exempt | A | Restricted Stock Units | 23,556 | 0.00 | — | 23,556 | — | ↗ |
| 2023-04-01 | SHERMAN NICOLETTE D | Officer | M-Exempt | A | Restricted Stock Units | 12,684 | 0.00 | — | 12,684 | — | ↗ |
| 2023-04-01 | Pedersen Leif E | Officer | M-Exempt | A | Restricted Stock Units | 23,556 | 0.00 | — | 23,556 | — | ↗ |
| 2023-04-01 | Gallagher John E | Officer | M-Exempt | A | Restricted Stock Units | 29,326 | 0.00 | — | 29,326 | — | ↗ |
| 2023-04-01 | Feehery William F | Director / Officer | M-Exempt | A | Restricted Stock Units | 99,659 | 0.00 | — | 99,659 | — | ↗ |
| 2023-04-01 | Aspbury Robert | Officer | M-Exempt | A | Restricted Stock Units | 23,556 | 0.00 | — | 23,556 | — | ↗ |
| 2023-03-31 | Virkler Drayton | Officer | M-Exempt | A | Common Stock | 3,990 | 0.00 | — | 13,581 | — | ↗ |
| 2023-03-31 | Traynor Richard M. | Officer | M-Exempt | D | Restricted Stock Units | 6,651 | 0.00 | — | 13,302 | — | ↗ |
| 2023-03-31 | Schemick Michael Andrew | Officer | M-Exempt | D | Restricted Stock Units | 13,302 | 0.00 | — | 26,604 | — | ↗ |
| 2023-03-31 | SMITH PATRICK F | Officer | M-Exempt | D | Restricted Stock Units | 8,646 | 0.00 | — | 17,293 | — | ↗ |
| 2023-03-31 | SHERMAN NICOLETTE D | Officer | M-Exempt | D | Restricted Stock Units | 3,990 | 0.00 | — | 7,982 | — | ↗ |
| 2023-03-31 | Pedersen Leif E | Officer | F-InKind | D | Common Stock | 1,933 | 23.80 | 46.0K | 173,567 | — | ↗ |
| 2023-03-31 | Feehery William F | Director / Officer | M-Exempt | A | Common Stock | 36,580 | 0.00 | — | 2,195,285 | — | ↗ |
| 2023-03-31 | Aspbury Robert | Officer | M-Exempt | D | Restricted Stock Units | 8,646 | 0.00 | — | 17,293 | — | ↗ |
| 2023-03-06 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 10,000 | 21.45 | 214.5K | 184,564 | — | ↗ |
| 2023-02-02 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 15,000 | 20.00 | 300.0K | 194,564 | — | ↗ |
| 2022-12-08 | Spaight David | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-08 | EQT Avatar Parent L.P. | Director | S-Sale | D | Common Stock | 29,954,521 | 15.00 | 449.32M | 0 | — | ↗ |
| 2022-12-08 | ARSENAL CAPITAL INVESTMENT VI LP | Director | — | I | Common stock, $0.01 par value | 0 | 0.00 | — | 36,345,835 | — | ↗ |
| 2022-11-22 | Pedersen Leif E | Director | S-Sale | D | Common Stock | 51,223 | 15.55 | 796.5K | 175,500 | — | ↗ |
| 2022-11-15 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 245,793 | 15.57 | 3.83M | 660,322 | — | ↗ |
| 2022-11-14 | WALSH MATTHEW M | Director | S-Sale | D | Common Stock | 12,059 | 14.74 | 177.7K | 167,901 | — | ↗ |
| 2022-11-14 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 4,207 | 15.27 | 64.2K | 906,115 | — | ↗ |
| 2022-11-09 | SMITH PATRICK F | Director | S-Sale | D | Common Stock | 2,387 | 13.48 | 32.2K | 74,859 | — | ↗ |
| 2022-11-01 | SMITH PATRICK F | Director | F-InKind | D | Common Stock | 1,244 | 12.23 | 15.2K | 77,246 | — | ↗ |
| 2022-10-04 | Virkler Drayton | Director | A-Award | A | Restricted Stock Units | 17,440 | 0.00 | — | 17,440 | — | ↗ |
| 2022-09-30 | Virkler Drayton | Director | M-Exempt | A | Common Stock | 10,574 | 0.00 | — | 10,574 | — | ↗ |
| 2022-08-19 | McLean Stephen M. | Director | P-Purchase | A | Common Stock | 20,000 | 16.32 | 326.4K | 42,000 | — | ↗ |
| 2022-08-17 | Schemick Michael Andrew | Director / Officer | P-Purchase | A | Common Stock | 25,000 | 16.64 | 416.0K | 517,870 | — | ↗ |
| 2022-08-16 | SMITH PATRICK F | Director | S-Sale | D | Common Stock | 10,000 | 17.71 | 177.1K | 78,490 | — | ↗ |
| 2022-08-16 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 182,475 | 17.38 | 3.17M | 910,322 | — | ↗ |
| 2022-08-16 | EQT Fund Management S.a r.l. | Director | S-Sale | D | Common Stock | 6,004,418 | 17.38 | 104.36M | 29,954,521 | — | ↗ |
| 2022-08-01 | SHERMAN NICOLETTE D | Director / Officer | F-InKind | D | Common Stock | 1,755 | 22.99 | 40.3K | 12,808 | — | ↗ |
| 2022-07-21 | Crane Rosemary A | Director | A-Award | A | Restricted Stock Units | 9,324 | 0.00 | — | 9,324 | — | ↗ |
| 2022-07-13 | BROSHY ERAN | Director | A-Award | A | Restricted Stock Units | 9,360 | 0.00 | — | 9,360 | — | ↗ |
| 2022-07-11 | BROSHY ERAN | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-01 | Aspbury Robert | Director | F-InKind | D | Common Stock | 884 | 21.46 | 19.0K | 275,215 | — | ↗ |
| 2022-06-08 | SMITH PATRICK F | Director | S-Sale | D | Common Stock | 10,000 | 19.16 | 191.6K | 88,490 | — | ↗ |
| 2022-06-02 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 100,000 | 19.59 | 1.96M | 1,142,797 | — | ↗ |
| 2022-05-31 | EQT Fund Management S.a r.l. | Director | S-Sale | D | Common Stock | 1,500,000 | 19.00 | 28.50M | 35,958,939 | — | ↗ |
| 2022-05-17 | WALSH MATTHEW M | Director | A-Award | A | Restricted Stock Units | 9,067 | 0.00 | — | 9,067 | — | ↗ |
| 2022-05-17 | SLAINE MASON P | Director | A-Award | A | Restricted Stock Units | 9,067 | 0.00 | — | 9,067 | — | ↗ |
| 2022-05-17 | Killefer Nancy | Director | A-Award | A | Restricted Stock Units | 9,067 | 0.00 | — | 9,067 | — | ↗ |
| 2022-05-17 | Collins Cynthia | Director | A-Award | A | Restricted Stock Units | 9,067 | 0.00 | — | 9,067 | — | ↗ |
| 2022-05-17 | CASHMAN JAMES E III | Director | A-Award | A | Restricted Stock Units | 9,067 | 0.00 | — | 9,067 | — | ↗ |
| 2022-04-01 | Traynor Richard M. | Director | A-Award | A | Restricted Stock Units | 19,953 | 0.00 | — | 19,953 | — | ↗ |
| 2022-04-01 | Schemick Michael Andrew | Director / Officer | A-Award | A | Restricted Stock Units | 39,906 | 0.00 | — | 39,906 | — | ↗ |
| 2022-04-01 | SMITH PATRICK F | Director | A-Award | A | Restricted Stock Units | 25,939 | 0.00 | — | 25,939 | — | ↗ |
| 2022-04-01 | SHERMAN NICOLETTE D | Director / Officer | A-Award | A | Restricted Stock Units | 11,972 | 0.00 | — | 11,972 | — | ↗ |
| 2022-04-01 | Pedersen Leif E | Director | A-Award | A | Restricted Stock Units | 25,939 | 0.00 | — | 25,939 | — | ↗ |
| 2022-04-01 | Feehery William F | Director / Officer | A-Award | A | Restricted Stock Units | 109,740 | 0.00 | — | 109,740 | — | ↗ |
| 2022-04-01 | Edge Justin | Director | F-InKind | D | Common Stock | 2,326 | 21.48 | 50.0K | 394,764 | — | ↗ |
| 2022-04-01 | Choe Jieun W. | Director | A-Award | A | Restricted Stock Units | 15,962 | 0.00 | — | 15,962 | — | ↗ |
| 2022-04-01 | Aspbury Robert | Director | A-Award | A | Restricted Stock Units | 25,939 | 0.00 | — | 25,939 | — | ↗ |
| 2022-03-16 | Traynor Richard M. | Director | S-Sale | D | Common Stock | 3,000 | 20.00 | 60.0K | 211,287 | — | ↗ |
| 2022-03-16 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 125,000 | 20.25 | 2.53M | 1,342,797 | — | ↗ |
| 2022-03-16 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 62,485 | 20.17 | 1.26M | 2,178,051 | — | ↗ |
| 2022-03-11 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 27,515 | 20.29 | 558.3K | 2,240,536 | — | ↗ |
| 2022-02-18 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 70,294 | 23.31 | 1.64M | 2,272,757 | — | ↗ |
| 2022-02-17 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 30,075 | 24.93 | 749.8K | 2,349,569 | — | ↗ |
| 2022-02-01 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 35,199 | 26.53 | 933.8K | 1,607,598 | — | ↗ |
| 2022-01-26 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 3,000 | 26.01 | 78.0K | 214,287 | — | ↗ |
| 2022-01-26 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 23,804 | 24.72 | 588.4K | 2,484,247 | — | ↗ |
| 2022-01-20 | Edge Justin | Officer | S-Sale | D | Common Stock | 5,000 | 27.50 | 137.5K | 397,090 | — | ↗ |
| 2022-01-18 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 5,000 | 27.44 | 137.2K | 217,287 | — | ↗ |
| 2022-01-03 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 9,677 | 28.88 | 279.5K | 1,642,797 | — | ↗ |
| 2021-12-27 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 3,000 | 29.30 | 87.9K | 222,287 | — | ↗ |
| 2021-12-23 | CASHMAN JAMES E III | Director | S-Sale | D | Common Stock | 25,111 | 29.20 | 733.2K | 438,782 | — | ↗ |
| 2021-12-22 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 75,000 | 28.58 | 2.14M | 2,508,051 | — | ↗ |
| 2021-12-22 | CASHMAN JAMES E III | Director | S-Sale | D | Common Stock | 19,889 | 29.00 | 576.8K | 463,893 | — | ↗ |
| 2021-12-20 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 7,500 | 28.00 | 210.0K | 250,491 | — | ↗ |
| 2021-12-17 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 5,000 | 26.13 | 130.7K | 257,991 | — | ↗ |
| 2021-12-13 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 49,900 | 28.05 | 1.40M | 1,692,897 | — | ↗ |
| 2021-12-07 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 54,849 | 27.82 | 1.53M | 2,583,051 | — | ↗ |
| 2021-12-03 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 66,500 | 25.99 | 1.73M | 2,656,551 | — | ↗ |
| 2021-11-24 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 127,521 | 28.40 | 3.62M | 2,740,530 | — | ↗ |
| 2021-11-22 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 376,149 | 29.74 | 11.19M | 1,742,797 | — | ↗ |
| 2021-11-22 | EQT Avatar Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 8,117,655 | 29.74 | 241.43M | 37,458,939 | — | ↗ |
| 2021-11-19 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 70,000 | 30.31 | 2.12M | 2,868,051 | — | ↗ |
| 2021-11-19 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 20,000 | 30.30 | 606.0K | 262,991 | — | ↗ |
| 2021-11-15 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 49,300 | 37.84 | 1.87M | 248,987 | — | ↗ |
| 2021-11-15 | Schemick Michael Andrew | Officer | S-Sale | D | Common Stock | 65,896 | 37.83 | 2.49M | 497,613 | — | ↗ |
| 2021-11-11 | Aspbury Robert | Officer | S-Sale | D | Common Stock | 16,962 | 39.43 | 668.8K | 283,561 | — | ↗ |
| 2021-11-01 | SMITH PATRICK F | Officer | A-Award | A | Common Stock | 3,631 | 0.00 | — | 103,374 | — | ↗ |
| 2021-10-27 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 74,800 | 39.24 | 2.94M | 2,938,251 | — | ↗ |
| 2021-10-26 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 3,000 | 39.95 | 119.9K | 298,287 | — | ↗ |
| 2021-10-26 | Edge Justin | Officer | S-Sale | D | Common Stock | 3,000 | 39.95 | 119.9K | 402,090 | — | ↗ |
| 2021-10-21 | Edge Justin | Officer | S-Sale | D | Common Stock | 6,116 | 38.60 | 236.1K | 405,090 | — | ↗ |
| 2021-10-20 | Edge Justin | Officer | S-Sale | D | Common Stock | 12,674 | 38.58 | 489.0K | 411,206 | — | ↗ |
| 2021-10-19 | Edge Justin | Officer | S-Sale | D | Common Stock | 1,210 | 38.55 | 46.6K | 423,880 | — | ↗ |
| 2021-10-19 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 1,434 | 37.05 | 53.1K | 301,557 | — | ↗ |
| 2021-10-18 | Schemick Michael Andrew | Officer | S-Sale | D | Common Stock | 62,049 | 36.42 | 2.26M | 568,127 | — | ↗ |
| 2021-10-15 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 5,000 | 37.38 | 186.9K | 301,287 | — | ↗ |
| 2021-10-15 | Edge Justin | Officer | S-Sale | D | Common Stock | 5,000 | 37.38 | 186.9K | 425,090 | — | ↗ |
| 2021-10-01 | Aspbury Robert | Officer | S-Sale | D | Common Stock | 16,587 | 33.39 | 553.8K | 303,290 | — | ↗ |
| 2021-09-27 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 3,000 | 36.00 | 108.0K | 306,287 | — | ↗ |
| 2021-09-27 | Edge Justin | Officer | S-Sale | D | Common Stock | 3,000 | 36.00 | 108.0K | 430,090 | — | ↗ |
| 2021-09-22 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 58,146 | 36.24 | 2.11M | 3,029,905 | — | ↗ |
| 2021-09-20 | Schemick Michael Andrew | Officer | S-Sale | D | Common Stock | 48,097 | 34.46 | 1.66M | 648,746 | — | ↗ |
| 2021-09-17 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 6,265 | 35.32 | 221.3K | 316,726 | — | ↗ |
| 2021-09-13 | SLAINE MASON P | Director | S-Sale | D | Common Stock | 620,668 | 29.80 | 18.50M | 2,118,946 | — | ↗ |
| 2021-09-13 | EQT Avatar Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 13,394,635 | 29.80 | 399.15M | 45,576,594 | — | ↗ |
| 2021-09-09 | Pedersen Leif E | Officer | S-Sale | D | Common Stock | 500 | 36.10 | 18.1K | 228,705 | — | ↗ |
| 2021-09-02 | Rayner Craig R. | Officer | S-Sale | D | Common Stock | 3,900 | 33.51 | 130.7K | 366,572 | — | ↗ |
| 2021-09-01 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 19,409 | 33.66 | 653.3K | 319,878 | — | ↗ |
| 2021-09-01 | Aspbury Robert | Officer | S-Sale | D | Common Stock | 18,554 | 33.76 | 626.4K | 320,677 | — | ↗ |
| 2021-08-30 | Edge Justin | Officer | S-Sale | D | Common Stock | 9,000 | 33.50 | 301.5K | 433,090 | — | ↗ |
| 2021-08-25 | Feehery William F | Director / Officer | S-Sale | D | Common Stock | 24,308 | 31.08 | 755.5K | 3,138,743 | — | ↗ |
| 2021-08-24 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 7,500 | 30.00 | 225.0K | 322,991 | — | ↗ |
| 2021-08-19 | Choe Jieun W. | Officer | S-Sale | D | Common Stock | 12,500 | 28.34 | 354.3K | 330,491 | — | ↗ |
| 2021-08-16 | Traynor Richard M. | Officer | S-Sale | D | Common Stock | 8,000 | 28.58 | 228.6K | 339,287 | — | ↗ |
| 2021-08-16 | Schemick Michael Andrew | Officer | S-Sale | D | Common Stock | 1,400 | 28.90 | 40.5K | 696,843 | — | ↗ |
| 2021-08-16 | Edge Justin | Officer | S-Sale | D | Common Stock | 5,000 | 28.58 | 142.9K | 442,090 | — | ↗ |
| 2021-08-11 | Aspbury Robert | Officer | S-Sale | D | Common Stock | 19,354 | 27.54 | 533.0K | 339,231 | — | ↗ |
| 2021-08-02 | EQT Avatar Parent L.P. | 10% Owner | S-Sale | D | Common Stock | 7,252,632 | 26.00 | 188.57M | 58,971,229 | — | ↗ |
Executive team
Top executives
EBIT / Employee
18.4K
Shares Outstanding
153.33M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | William F. Feehery Former Chief Executive Officer | 795.7K | — | 4.93M | — | 747.9K | 20.3K | 6.49M | 75.91% | ↗ |
| 2 | 2025 | John E. Gallagher III Senior Vice President and CFO | 606.3K | — | 1.80M | — | 301.0K | 16.9K | 2.72M | 66.07% | ↗ |
| 3 | 2025 | Robert A. Aspbury President, Certara Predictive Technologies | 457.7K | — | 1.20M | — | 331.4K | 37.1K | 2.03M | 59.22% | ↗ |
| 4 | 2025 | Leif E. Pedersen President, Chief Commercial Officer | 458.4K | — | 1.20M | — | 215.0K | 16.7K | 1.89M | 63.48% | ↗ |
| 5 | 2025 | Adrian K. McKemey President, Certara Drug Development Solutions | 366.7K | 466.0K | 857.0K | — | 161.2K | 5.0K | 1.86M | 46.18% | ↗ |
| 6 | 2024 | William F. Feehery Chief Executive Officer | 795.7K | — | 5.82M | — | 588.8K | 19.8K | 7.22M | 80.55% | ↗ |
| 7 | 2024 | William F. Feehery Former Chief Executive Officer | 795.7K | — | 5.82M | — | 588.8K | 19.8K | 7.22M | 80.55% | ↗ |
| 8 | 2024 | John E. Gallagher III Senior Vice President and CFO | 592.3K | — | 2.12M | — | 219.1K | 13.4K | 2.95M | 72.03% | ↗ |
| 9 | 2024 | John E. Gallagher III SVP and CFO | 592.3K | — | 2.12M | — | 219.1K | 13.4K | 2.95M | 72.03% | ↗ |
| 10 | 2024 | Leif E. Pedersen President, Chief Commercial Officer | 444.3K | — | 1.42M | — | 180.8K | 15.6K | 2.06M | 68.85% | ↗ |
| 11 | 2024 | Patrick F. Smith President, Certara Drug Development Solutions | 440.2K | — | 1.42M | — | 157.8K | 14.2K | 2.03M | 69.81% | ↗ |
| 12 | 2024 | Robert A. Aspbury President, Certara Predictive Technologies | 378.2K | — | 1.42M | — | 193.4K | 29.8K | 2.02M | 70.19% | ↗ |
| 13 | 2023 | William F. Feehery Former Chief Executive Officer | 795.7K | — | 6.49M | — | 509.2K | 19.8K | 7.81M | 83.04% | ↗ |
| 14 | 2023 | William F. Feehery Chief Executive Officer | 795.7K | — | 6.49M | — | 509.2K | 19.8K | 7.81M | 83.04% | ↗ |
| 15 | 2023 | John E. Gallagher III Senior Vice President and CFO | 431.3K | 435.8K | 3.17M | — | 184.0K | 17.9K | 4.24M | 74.80% | ↗ |
| 16 | 2023 | John E. Gallagher III SVP and CFO | 431.3K | 435.8K | 3.17M | — | 184.0K | 17.9K | 4.24M | 74.80% | ↗ |
| 17 | 2023 | Patrick F. Smith President, Certara Drug Development Solutions | 400.2K | — | 1.84M | — | 165.1K | 16.8K | 2.42M | 75.98% | ↗ |
| 18 | 2023 | Leif E. Pedersen President, Chief Commercial Officer | 427.2K | — | 1.53M | — | 162.1K | 19.8K | 2.14M | 71.56% | ↗ |
| 19 | 2023 | Robert P. Aspbury President, Certara Scientific Software Former Executive | 337.6K | — | 1.53M | — | 187.6K | 27.0K | 2.09M | 73.52% | ↗ |
| 20 | 2023 | Robert A. Aspbury President, Certara Predictive Technologies | 337.6K | — | 1.53M | — | 187.6K | 27.0K | 2.09M | 73.52% | ↗ |
| 21 | 2023 | M. Andrew Schemick Former CFO | 157.6K | — | — | — | — | 11.9K | 169.5K | 0.00% | ↗ |
| 22 | 2022 | William F. Feehery Chief Executive Officer | 795.7K | — | 4.88M | — | 543.0K | 12.2K | 6.23M | 78.33% | ↗ |
| 23 | 2022 | M. Andrew Schemick Former CFO | 418.0K | — | 1.78M | — | 190.2K | 9.2K | 2.39M | 74.20% | ↗ |
| 24 | 2022 | M. Andrew Schemick Chief Financial Officer | 418.0K | — | 1.78M | — | 190.2K | 9.2K | 2.39M | 74.20% | ↗ |
| 25 | 2022 | Leif Pedersen President, Software | 406.9K | — | 1.15M | — | 209.5K | 9.2K | 1.78M | 64.85% | ↗ |
| 26 | 2022 | Leif E. Pedersen President, Chief Commercial Officer | 406.9K | — | 1.15M | — | 209.5K | 9.2K | 1.78M | 64.85% | ↗ |
| 27 | 2022 | Patrick F. Smith President, Certara Drug Development Solutions | 381.1K | — | 1.15M | — | 231.3K | 9.2K | 1.78M | 65.00% | ↗ |
| 28 | 2022 | Patrick Smith President, IDD | 381.1K | — | 1.15M | — | 231.3K | 9.2K | 1.78M | 65.00% | ↗ |
| 29 | 2022 | Robert P. Aspbury President, Certara Scientific Software Former Executive | 305.5K | — | 1.15M | — | 185.4K | 27.2K | 1.67M | 69.02% | ↗ |
| 30 | 2022 | Robert Aspbury President, Simcyp | 305.5K | — | 1.15M | — | 185.4K | 27.2K | 1.67M | 69.02% | ↗ |
| 31 | 2022 | Robert A. Aspbury President, Certara Predictive Technologies | 305.5K | — | 1.15M | — | 185.4K | 27.2K | 1.67M | 69.02% | ↗ |
| 32 | 2021 | William F. Feehery Chief Executive Officer | 772.5K | — | 5.00M | — | 463.5K | 8.7K | 6.24M | 80.07% | ↗ |
| 33 | 2021 | M. Andrew Schemick Former CFO | 400.0K | — | 1.90M | — | 160.0K | 8.7K | 2.47M | 76.96% | ↗ |
| 34 | 2021 | M. Andrew Schemick Chief Financial Officer | 400.0K | — | 1.90M | — | 160.0K | 8.7K | 2.47M | 76.96% | ↗ |
| 35 | 2021 | Craig R. Rayner Former President of iDD | 329.2K | — | 1.70M | — | 125.1K | 69.8K | 2.22M | 76.44% | ↗ |
| 36 | 2021 | Justin P. Edge President of Regulatory & Access | 395.0K | — | 1.30M | — | 150.1K | 17.1K | 1.86M | 69.81% | ↗ |
| 37 | 2021 | Robert P. Aspbury President, Certara Scientific Software Former Executive | 314.9K | 32.9K | 1.31M | — | 70.1K | 25.2K | 1.86M | 70.73% | ↗ |
| 38 | 2021 | Robert Aspbury President, Simcyp | 314.9K | 32.9K | 1.31M | — | 70.1K | 25.2K | 1.86M | 70.73% | ↗ |
| 39 | 2021 | Robert P. Aspbury President of Simcyp | 314.9K | 32.9K | 1.31M | — | 168.2K | 25.2K | 1.85M | 70.82% | ↗ |
| 40 | 2021 | Leif E. Pedersen President, Chief Commercial Officer | 395.0K | — | 1.30M | — | 31.6K | 7.5K | 1.73M | 74.97% | ↗ |
| 41 | 2021 | Leif Pedersen President, Software | 395.0K | — | 1.30M | — | 31.6K | 7.5K | 1.73M | 74.97% | ↗ |
| 42 | 2021 | Leif E. Pedersen President, Software | 395.0K | — | 1.30M | — | 31.6K | 7.5K | 1.73M | 74.97% | ↗ |
| 43 | 2020 | William F. Feehery. Chief Executive Officer | 772.5K | — | 2.24M | — | 602.6K | 12.5K | 3.63M | 61.74% | ↗ |
| 44 | 2020 | William F. Feehery Chief Executive Officer | 772.5K | — | 2.24M | — | 602.6K | 12.5K | 3.63M | 61.74% | ↗ |
| 45 | 2020 | Leif E. Pedersen President, Software | 119.5K | 116.5K | 1.57M | — | 58.3K | 1.2K | 1.87M | 84.18% | ↗ |
| 46 | 2020 | Leif Pedersen President, Software | 119.5K | 116.5K | 1.57M | — | 52.3K | 1.2K | 1.87M | 84.18% | ↗ |
| 47 | 2020 | M. Andrew Schemick Chief Financial Officer | 362.6K | — | 1.20M | — | 235.7K | 9.1K | 1.81M | 66.38% | ↗ |
| 48 | 2020 | Andrew Schemick Chief Financial Officer | 362.6K | — | 1.20M | — | 235.7K | 8.9K | 1.81M | 66.39% | ↗ |
| 49 | 2020 | Craig R. Rayner Former President of iDD | 299.9K | 347.0K | 953.4K | — | 53.0K | 56.7K | 1.71M | 55.76% | ↗ |
| 50 | 2020 | Justin P. Edge President of Regulatory & Access | 386.3K | — | 506.6K | — | 189.8K | 15.6K | 1.10M | 46.13% | ↗ |
| 51 | 2019 | William F. Feehery Chief Executive Officer | 437.5K | — | 2.79M | — | 274.8K | 3.0K | 3.51M | 79.61% | ↗ |
| 52 | 2019 | William F. Feehery. Chief Executive Officer | 437.5K | — | 2.79M | — | 274.8K | 3.0K | 3.51M | 79.61% | ↗ |
| 53 | 2019 | Justin P. Edge President of Regulatory & Access | 353.8K | 175.0K | 335.1K | — | 131.4K | 15.2K | 1.01M | 33.16% | ↗ |
| 54 | 2019 | Craig R. Rayner Former President of iDD | 246.3K | 350.4K | 139.6K | — | — | 20.8K | 757.1K | 18.44% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jon Resnick | Chief Executive Officer & Director | 1M | male |
| Adrian K. McKemey | President of Drug Development Solutions | 1M | — |
| John E. Gallagher | SVP, Principal Accounting Officer & Chief Financial Officer | 924.2K | male |
| Robert Aspbury | President of Certara Predictive Technologies | 826.1K | — |
| Leif E. Pedersen | President & Chief Commercial Officer | 690.1K | male |
| Frederic Yves Bois | Senior Scientific Advisor, Head of Mechanistic Modeling & Member of Simcyp Advisory Board | — | — |
| Daniel Corcoran | Senior Vice President, General Counsel & Secretary | — | male |
| Martin Snyder | President of Certara Data Sciences | — | male |
| Christopher Bouton | Chief Technology Officer | — | — |
| Ron DiSantis | Senior Vice President of Corporate Development | — | male |
| Rona Anhalt | Chief Human Resources Officer | — | female |
| Sheila Rocchio | Chief Marketing Officer | — | female |
ESG Rating
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CERT
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
