Schrodinger, Inc.

SDGR

Exchange: Nasdaq
Industry: Pharmaceutical Preparations
SEC CIK: 0001490978

SEC filings (opens in a new tab)

In the last 90 days, Schrodinger, Inc. insiders filed 0 open-market purchases and 2 sales; 232 institutions reported holding it in 13F filings for Q2 2026, worth $1.05B in total; superinvestors Gates Foundation Trust and ARK Invest hold it.

Key figures

Market capNo recent share count in SEC filings: –
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $1.98M in total: 2
13F holdersQ2 2026, +6 vs. previous quarter: 232
13F valueReported value at the end of Q2 2026: $1.05B
Superinvestors holdingAt the end of Q2 2026: 2

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $255.9M; +23.3% year over year
Net income, FY2025: -$103.3M; No comparable prior period
Free cash flow, FY2025: $12.5M; No comparable prior period
Revenue, Q3 FY2026: $64.5M; +18.7% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Net loss for FY2025: $103.3M (40.4% of revenue).

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 9.75M; Shares sold short
Change: −652.0K; −6.3% vs. previous
Days to cover: 5.82; At average daily volume

Superinvestors holding SDGR, Q2 2026

Go to the superinvestors tab

2 superinvestors report holding Schrodinger, Inc. on Form 13F. Percentages are the stock's share of each portfolio.

Gates Foundation Trust

Bill Gates

0.3%

Schrodinger, Inc.'s share of the portfolio

Shares: 6,981,664
Value: $113.5M

ARK Invest

Cathie Wood

0.2%

Schrodinger, Inc.'s share of the portfolio

Shares: 2,154,018
Value: $35.0M

Latest insider trades

See all insider trades

Open-market purchases and sales by Schrodinger, Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Nov 10, 2026 (view filing)4:16 PM ET	Nov 9	1 day	Tran YvonneEVP, CLO & CPO	SSale	−32.0K	$32.85	−$1.05M	−37.8%52.7K after	4 lots10b5-1
Sep 21, 2026 (view filing)5:15 PM ET	Sep 17	4 days	Akinsanya KarenSee Remarks	SSale	−31.6K	$29.37	−$928.0K	−31.1%70.0K after	2 lots10b5-1
Jul 17, 2026 (view filing)5:09 PM ET	Jul 16	1 day	Jain RachitEVP & CFO	SSale	−875	$15.60	−$13.6K	−1.7%50.9K after	10b5-1
Apr 17, 2026 (view filing)	Apr 16	1 day	Jain RachitEVP & CFO	SSale	−844	$12.75	−$10.8K	−1.6%51.8K after	10b5-1
Apr 17, 2026 (view filing)	Apr 16-17	1 day	Farid RamyPresident & CEO	SSale	−86.0K	$12.27	−$1.06M	−20.6%330.8K after	2 lots10b5-1
Mar 6, 2026 (view filing)	Mar 5	1 day	Jain RachitEVP & CFO	SSale	−1.63K	$12.90	−$21.0K	−3.0%52.6K after	10b5-1
Mar 6, 2026 (view filing)	Mar 4	2 days	Abel Robert LorneSee Remarks	SSale	−1.30K	$12.81	−$16.7K	−2.3%55.9K after	10b5-1
Mar 6, 2026 (view filing)	Mar 5-6	1 day	Herman JennyCAO	SSale	−1.38K	$12.85	−$17.8K	−3.8%34.8K after	2 lots10b5-1
Mar 6, 2026 (view filing)	Mar 5	1 day	Tran YvonneEVP, CLO & CPO	SSale	−1.09K	$12.90	−$14.1K	−2.0%52.7K after	10b5-1
Mar 6, 2026 (view filing)	Mar 5	1 day	Lorton Kenneth PatrickEVP, CTO & COO, Software	SSale	−1.22K	$12.90	−$15.8K	−1.4%89.2K after	10b5-1

Top 10 13F holders, Q2 2026

See all 232 holders

The largest institutional positions in Schrodinger, Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding SDGR in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
BlackRock, Inc.	10,521,724	$171.0M	0.00%	+843,164+8.7%	Added
Gates Foundation TrustSuperinvestorGates Foundation Trust	6,981,664	$113.5M	0.33%	00.0%	Unchanged
Rubric Capital Management LP	6,400,000	$104.0M	0.95%	+400,000+6.7%	Added
Vanguard Portfolio Management LLC	3,787,391	$61.5M	0.00%	−74,806−1.9%	Reduced
Sumitomo Mitsui Trust Holdings, Inc.	2,706,143	$44.0M	0.03%	−484,694−15.2%	Reduced
Nikko Asset Management Americas, Inc.	2,706,143	$43.9M	0.57%	−484,694−15.2%	Reduced
Vanguard Capital Management LLC	2,691,149	$43.7M	0.00%	+86,775+3.3%	Added
State Street Corp	2,298,338	$37.3M	0.00%	+106,911+4.9%	Added
UBS Asset Management Americas Inc	2,221,485	$36.1M	0.01%	−438,798−16.5%	Reduced
ARK Investment Management LLCSuperinvestorARK Invest	2,154,018	$35.0M	0.23%	+86,883+4.2%	Added

Holders of 5% or more of SDGR

See all 3 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Schrodinger, Inc..

Largest holders of SDGR from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
BlackRock, Inc.	13G/A	12.70%8.16M shares	–	Jul 18, 20251 filing	Jul 18, 2025	SEC
Rubric Capital Management LP	13G/A	9.28%6.00M shares	+2.81 ppfrom 6.47%	Nov 13, 20244 filings	May 15, 2026	SEC
Vanguard Portfolio Management LLC	13G	6.04%3.91M shares	New	Apr 29, 20261 filing	Apr 29, 2026	SEC