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Certara, Inc. SEC Filings

CERT NASDAQ

Welcome to our dedicated page for Certara SEC filings (Ticker: CERT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Certara, Inc. filings document the public-company record for a Nasdaq-listed provider of biosimulation software and model-informed drug development services. Its 8-K reports include operating and financial results, guidance-related exhibits, material-event disclosures, credit agreement amendments and the completed sale of its global medical writing and related regulatory services business.

Proxy and governance filings describe annual-meeting matters, board composition, executive transitions and stockholder voting procedures. The record also identifies Certara's common stock, capital-structure disclosures and clinical or regulatory disclosures tied to software, services, regulatory science and clinical-development support.

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Certara, Inc. clarified financial information related to its recently divested Regulatory and Medical Writing business that had been discussed on its second quarter 2026 earnings conference call and in the accompanying presentation. Management had described the business as having generated approximately $17 million of adjusted EBITDA in 2025 “excluding unallocated overhead costs,” which was incorrect.

The company states that the approximately $17 million of adjusted EBITDA for 2025 is calculated including unallocated overhead costs. On an alternative basis that excludes unallocated corporate expense that will remain with Certara, the business generated approximately $23 million of adjusted EBITDA in 2025. Certara indicates that this clarification does not affect any previously reported financial results, year-over-year comparisons, or its 2026 financial outlook.

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Certara, Inc. reported Q2 2026 revenue of $93,271, up from $92,356 a year earlier, but continuing operations shifted to a loss of $6,081 from income of $1,496 as higher operating expenses and interest exceeded revenue.

The company completed the sale of its Regulatory and Medical Writing business to Veristat, receiving $69,435 in cash, with $15,000 in escrow and an earn-out of up to $35,000. The transaction generated a pre-tax disposal loss of $65,481 and contributed to a Q2 net loss attributable to common stockholders of $55,270, or $0.36 per share, versus a $1,968 loss in 2025.

Cash and cash equivalents were $184,138 at June 30, 2026, against term loans of $294,028 and total liabilities of $433,283. Operating activities provided $21,732 in cash in the first half, while the divestiture drove $54,960 of net investing inflows. The company used $57,389 under its repurchase program in the first six months, and as of August 1, 2026, there were 152,538,780 common shares outstanding.

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Certara, Inc. reported second quarter 2026 results from continuing operations with revenue of $93.3 million, up 1% from $92.4 million a year earlier. Software revenue grew 4% to $48.8 million, while services revenue declined 3% to $44.5 million. Total bookings were $98.3 million, slightly above $97.4 million in the prior-year quarter.

The company recorded a net loss from continuing operations of $6.1 million versus net income of $1.5 million a year ago, mainly due to higher operating expenses including contingent consideration, currency impacts, and reorganization costs. Adjusted EBITDA was $26.2 million and adjusted net income was $12.5 million, both modestly lower than last year, with adjusted diluted EPS steady at $0.08. Including discontinued operations related to the divested Regulatory and Medical Writing business, total net loss was $55.3 million, or $(0.36) per diluted share.

In May, Certara closed the divestiture of its Regulatory and Medical Writing business and reorganized around two units, Model Informed Discovery and Drug Development and Accelerated Clinical Evidence. A reduction in force affecting about 5% of employees and other actions are expected to deliver approximately $13 million of run-rate savings. The company repurchased $17.4 million of stock in the quarter, completing a $100 million program, and the board authorized an additional $50 million for repurchases. Certara reaffirmed 2026 continuing-operations revenue guidance of $367–$382 million (0–4% growth), with expected adjusted EBITDA margin of 29–31% and adjusted diluted EPS of $0.31–$0.36. Cash and cash equivalents were $184.1 million as of June 30, 2026.

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Certara, Inc. announced on August 4, 2026 that Leif E. Pedersen would depart his role as President and Chief Commercial Officer, effective August 1, 2026. He will remain an employee in a Senior Advisor role assisting with transition matters through December 31, 2026.

After December 31, 2026, Mr. Pedersen’s employment will be terminated without cause, and he will be entitled to severance benefits under his existing employment agreement dated July 30, 2020 and the company’s Executive Officer Severance Policy, as described in the “Executive Compensation-Termination and Severance” section of Certara’s Definitive Proxy Statement filed April 3, 2026.

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Mohammed Faiz, Interim CFO of Certara, Inc., filed an initial ownership report showing 163686 shares of Common Stock held directly. He also holds equity awards including 8544 Performance Stock Units and Restricted Stock Units covering 13290 and 6330 underlying shares, which vest over time and, for PSUs, depend on total shareholder return through March 31, 2028.

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Dimensional Fund Advisors LP filed an amended Schedule 13G reporting beneficial ownership of 6,022,686 shares of Certara Inc common stock, representing 3.9% of the class as of June 30, 2026.

Dimensional has sole voting power over 5,913,513 shares and sole dispositive power over 6,022,686 shares, with no shared voting or dispositive power. The shares are held by various funds and accounts for which Dimensional or its subsidiaries acts as adviser or manager. Dimensional may be deemed a beneficial owner but disclaims beneficial ownership, and states that no individual fund’s interest exceeds 5% of the class.

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BlackRock, Inc. amended a Schedule 13G filing to report beneficial ownership of 18,032,062 shares of Certara, Inc. common stock, representing 11.6% of the class. The amendment shows BlackRock holds 17,841,248 shares with sole voting power and 18,032,062 shares with sole dispositive power.

The filing is signed by Spencer Fleming as Managing Director and includes Exhibit 24 (power of attorney) and Exhibit 99 (Item 7 subsidiary detail). The filing notes ownership reflects aggregated positions of certain Reporting Business Units of BlackRock.

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Certara, Inc. announced a chief financial officer transition while reaffirming its full-year 2026 financial guidance. John E. Gallagher III, Senior Vice President and CFO, has tendered his resignation to pursue another opportunity and is expected to remain in the role through July 14, 2026, assisting with the quarter-end close and transition. The company states his decision was not due to any disagreement with management, the board, or its operations or financial reporting.

Effective July 15, 2026, Faiz Mohammed, currently Senior Vice President, Finance and Treasurer, will serve as Interim Chief Financial Officer and as principal financial and accounting officer until a permanent successor is appointed. Mohammed has more than 25 years of finance and accounting experience and no disclosed related-party relationships or special arrangements tied to his selection. Certara issued a press release detailing the transition and confirming that its previously issued 2026 financial guidance remains in place.

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Certara, Inc. Chief Human Resources Officer Rona Anhalt reported routine equity compensation activity. On June 1, 2026, she exercised restricted stock units covering 7,147 shares of Common Stock, as part of an RSU grant made on June 1, 2024 under the 2020 Incentive Plan. In connection with this vesting, 2,241 shares were automatically withheld at $5.82 per share to satisfy tax obligations, a non-market transaction. After these transactions, Anhalt directly held 16,789 shares of Common Stock. The RSU award continues to vest in tranches, with the remaining portion scheduled to vest and settle on June 1, 2027.

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Certara, Inc. senior vice president and general counsel Daniel Corcoran reported compensation-related equity activity. He exercised restricted stock units into 22,830 shares of common stock and had 12,103 shares withheld at $5.82 per share to cover tax obligations, with no open‑market buying or selling.

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FAQ

How many Certara (CERT) SEC filings are available on StockTitan?

StockTitan tracks 57 SEC filings for Certara (CERT), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Certara (CERT)?

The most recent SEC filing for Certara (CERT) was filed on August 7, 2026.