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Schrodinger, Inc.

SDGR
Exchange
Nasdaq
Industry
Pharmaceutical Preparations
SEC CIK
0001490978

In the last 90 days, Schrodinger, Inc. insiders filed 0 open-market purchases and 2 sales; 231 institutions reported holding it in 13F filings for Q2 2026, worth $1.05B in total; superinvestors Gates Foundation Trust and ARK Invest hold it.

13F holders, Q4 2023

Institutional positions in Schrodinger, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
238
+3 vs. Q3 2023
Shares held
57.1M
+792.0K (+1.4%) vs. Q3 2023
Total value
$2.05B
+$442.4M (+27.6%) vs. Q3 2023
New holders
44
81 more added
Sold out
41
75 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SDGR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 238 institutions
Q1 2021: 219 institutionsQ2 2021: 229 institutionsQ3 2021: 223 institutionsQ4 2021: 216 institutionsQ1 2022: 201 institutionsQ2 2022: 198 institutionsQ3 2022: 196 institutionsQ4 2022: 171 institutionsQ1 2023: 184 institutionsQ2 2023: 240 institutionsQ3 2023: 236 institutionsQ4 2023: 238 institutionsQ1 2024: 223 institutionsQ2 2024: 207 institutionsQ3 2024: 208 institutionsQ4 2024: 212 institutionsQ1 2025: 218 institutionsQ2 2025: 233 institutionsQ3 2025: 225 institutionsQ4 2025: 223 institutionsQ1 2026: 229 institutionsQ2 2026: 231 institutions
Value heldQ4 2023: $2.05B
Q1 2021: $2.76BQ2 2021: $2.97BQ3 2021: $2.16BQ4 2021: $1.46BQ1 2022: $1.46BQ2 2022: $1.24BQ3 2022: $1.23BQ4 2022: $915.1MQ1 2023: $1.33BQ2 2023: $2.92BQ3 2023: $1.60BQ4 2023: $2.05BQ1 2024: $1.58BQ2 2024: $1.15BQ3 2024: $1.12BQ4 2024: $1.19BQ1 2025: $1.30BQ2 2025: $1.43BQ3 2025: $1.40BQ4 2025: $1.24BQ1 2026: $748.5MQ2 2026: $1.05B
Institutions holding SDGR and their total value by quarter
QuarterHoldersValue
Q2 2026231$1.05B
Q1 2026229$748.5M
Q4 2025223$1.24B
Q3 2025225$1.40B
Q2 2025233$1.43B
Q1 2025218$1.30B
Q4 2024212$1.19B
Q3 2024208$1.12B
Q2 2024207$1.15B
Q1 2024223$1.58B
Q4 2023238$2.05B
Q3 2023236$1.60B
Q2 2023240$2.92B
Q1 2023184$1.33B
Q4 2022171$915.1M
Q3 2022196$1.23B
Q2 2022198$1.24B
Q1 2022201$1.46B
Q4 2021216$1.46B
Q3 2021223$2.16B
Q2 2021229$2.97B
Q1 2021219$2.76B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Schrodinger, Inc.; share changes are against Q3 2023.

Institutions holding SDGR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.24$00.00%+9+60.0%Added
Covestor Ltd5$00.00%+2+66.7%Added
GWM Advisors LLC1$360.00%00.0%Unchanged
JFS Wealth Advisors, LLC2$720.00%+2New
JJJ Advisors Inc.6$2150.00%+6New
Abound Wealth Management8$2870.00%+8New
Whittier Trust Co10$3570.00%00.0%Unchanged
Institutional & Family Asset Management, LLC13$4650.00%+3+30.0%Added
North Star Investment Management Corp.16$5730.00%00.0%Unchanged
Bell Investment Advisors, Inc18$6450.00%+18New
Farmers & Merchants Investments Inc25$8950.00%00.0%Unchanged
Clearstead Advisors, LLC30$1.07K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC31$1.11K0.00%+31New
Parallel Advisors, LLC46$1.65K0.00%+6+15.0%Added
Principal Securities, Inc.47$1.68K0.00%+47New
Barrett & Company, Inc.50$1.79K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co50$1.79K0.00%00.0%Unchanged
Allworth Financial LP55$1.97K0.00%−18−24.7%Reduced
Global Retirement Partners, LLC79$2.17K0.00%00.0%Unchanged
Quadrant Capital Group LLC69$2.47K0.00%−71−50.7%Reduced
Rise Advisors, LLC70$2.51K0.00%00.0%Unchanged
Bessemer Group Inc80$3.00K0.00%+80New
Private Wealth Management Group, LLC89$3.19K0.00%+89New
Hollencrest Capital Management100$3.58K0.00%00.0%Unchanged
IFP Advisors, Inc100$3.58K0.00%00.0%Unchanged
Private Trust Co NA109$3.90K0.00%+25+29.8%Added
Parkside Financial Bank & Trust112$4.01K0.00%+12+12.0%Added
Versant Capital Management, Inc121$4.33K0.00%+121New
Colonial Trust Co121$4.50K0.00%+73+152.1%Added
EverSource Wealth Advisors, LLC140$5.01K0.00%+140New
Assetmark, Inc149$5.33K0.00%+149New
Vima LLC164$5.87K0.01%+164New
Fifth Third Bancorp177$6.34K0.00%+137+342.5%Added
TD Waterhouse Canada Inc.245$7.88K0.00%00.0%Unchanged
NBC Securities, Inc.231$8.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC261$9.34K0.00%+39+17.6%Added
Pineridge Advisors LLC265$9.49K0.00%+265New
Householder Group Estate & Retirement Specialist, LLC301$10.0K0.00%00.0%Unchanged
Spire Wealth Management400$10.6K0.00%−600−60.0%Reduced
Harbor Investment Advisory, LLC300$10.7K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC335$12.0K0.00%+335New
Capital Analysts, LLC360$13.0K0.00%00.0%Unchanged
BFSG, LLC400$14.3K0.00%+400New
Tradition Wealth Management, LLC500$18.0K0.00%−28−5.3%Reduced
Nisa Investment Advisors, LLC540$19.3K0.00%−840−60.9%Reduced
CWM, LLC654$23.0K0.00%+12+1.9%Added
US Bancorp686$24.6K0.00%−423−38.1%Reduced
Walleye Trading LLC689$24.7K0.00%+689New
Steward Partners Investment Advisory, LLC848$30.4K0.00%+43+5.3%Added
Leonteq Securities AG951$34.0K0.00%−520−35.4%Reduced
Massmutual Trust Co FSB1,000$35.8K0.00%−8−0.8%Reduced
Newbridge Financial Services Group, Inc.1,203$43.1K0.02%−330−21.5%Reduced
Stephens Inc1,224$43.8K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,267$45.4K0.00%+1,267New
National Bank of Canada1,400$49.2K0.00%−400−22.2%Reduced
GAMMA Investing LLC1,871$49.5K0.01%+1,871New
Canada Pension Plan Investment Board1,400$50.1K0.00%00.0%Unchanged
KBC Group NV1,528$55.0K0.00%00.0%Unchanged
ADAR1 Capital Management, LLC2,000$71.6K0.03%+2,000New
Capital Advisors, Ltd. LLC2,000$72.0K0.01%00.0%Unchanged
EntryPoint Capital, LLC2,111$75.6K0.07%+2,111New
The PNC Financial Services Group, Inc.2,127$76.1K0.00%+1,385+186.7%Added
Aquatic Capital Management LLC3,000$107.0K0.00%−3,000−50.0%Reduced
Banque Cantonale Vaudoise3,000$107.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,232$115.7K0.01%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,500$125.3K0.00%00.0%Unchanged
Federated Hermes, Inc.4,000$143.2K0.00%00.0%Unchanged
CGC Financial Services, LLC4,221$151.1K0.07%00.0%Unchanged
Exchange Traded Concepts, LLC4,244$151.9K0.00%+1,076+34.0%Added
Quest Partners LLC4,261$152.5K0.03%+4,261New
Pension & Wealth Management Advisors, Inc.4,425$158.4K0.10%+4,380+9,733.3%Added
SG Americas Securities, LLC5,125$183.0K0.00%+397+8.4%Added
Ameritas Investment Partners, Inc.5,415$193.9K0.01%00.0%Unchanged
BIT Capital GmbH5,589$200.1K0.02%+1,703+43.8%Added
Aurora Investment Managers, LLC.5,628$201.0K0.15%+5,628New
Simplex Trading, LLC5,676$203.0K0.01%+5,676New
Cim Investment Mangement Inc5,763$206.3K0.07%+5,763New
Public Employees Retirement Association of Colorado5,899$211.0K0.00%00.0%Unchanged
SEI Investments Co5,994$214.6K0.00%+5,994New
Everence Capital Management Inc6,200$222.0K0.02%+6,200New
Westmount Partners, LLC6,300$225.5K0.09%+6,300New
China Universal Asset Management Co., Ltd.6,410$229.5K0.04%−16,092−71.5%Reduced
STRS Ohio6,500$232.0K0.00%−2,500−27.8%Reduced
Atom Investors LP6,557$234.7K0.04%−5,339−44.9%Reduced
Cetera Advisor Networks LLC6,774$242.5K0.00%+6,774New
Wolverine Trading, LLC6,906$247.2K0.00%+6,906New
Vident Advisory, LLC6,981$249.9K0.01%+6,981New
Pictet Asset Management Holding SA7,325$262.2K0.00%00.0%Unchanged
Cresset Asset Management, LLC7,387$264.5K0.00%+182+2.5%Added
Winton Group Ltd7,781$278.6K0.02%−5,878−43.0%Reduced
Raymond James Financial Services Advisors, Inc.7,840$280.7K0.00%+7,840New
Perigon Wealth Management, LLC8,065$288.7K0.01%+254+3.3%Added
Bayesian Capital Management, LP8,200$293.6K0.03%+8,200New
AQR Capital Management LLC8,374$299.8K0.00%+8,374New
Mutual of America Capital Management LLC9,573$342.7K0.00%+10+0.1%Added
CI Private Wealth, LLC9,716$347.8K0.00%−476−4.7%Reduced
Harbor Capital Advisors, Inc.9,857$352.9K0.07%−5,192−34.5%Reduced
ProShare Advisors LLC10,234$366.4K0.00%+1,941+23.4%Added
Handelsbanken Fonder AB10,400$372.0K0.00%+200+2.0%Added
Group One Trading, L.P.10,479$375.1K0.01%+10,479New