SCHRODINGER INC SDGR
COM · Common Stock · CUSIP 80810D103 · ISIN US80810D1037
American life sciences company
- SectorHealth care
- IndustryPharmaceutical Preparations
- HeadquartersNew York, NY
- Founded1990
- Websiteschrodinger.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($47.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.74. Options: 12 managers hold calls ($15.3m notional), 6 hold puts ($5.0m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 198 |
| Q4 2022 | 171 |
| Q1 2023 | 184 |
| Q2 2023 | 241 |
| Q3 2023 | 237 |
| Q4 2023 | 240 |
| Q1 2024 | 224 |
| Q2 2024 | 208 |
| Q3 2024 | 209 |
| Q4 2024 | 213 |
| Q1 2025 | 220 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 139 | 80 |
| Q3 2023 | 118 | 123 |
| Q4 2023 | 115 | 114 |
| Q1 2024 | 101 | 115 |
| Q2 2024 | 97 | 110 |
| Q3 2024 | 95 | 104 |
| Q4 2024 | 87 | 105 |
| Q1 2025 | 104 | 89 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $14.4m | $9.1m | 0.63 |
| Q3 2024 | $14.2m | $7.5m | 0.53 |
| Q4 2024 | $10.3m | $6.9m | 0.68 |
| Q1 2025 | $15.3m | $5.0m | 0.33 |
Biggest buyers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +2.7m |
| CADIAN CAPITAL MANAGEMENT, LP | New | +1.1m |
| AMERICAN CENTURY COMPANIES INC | New | +1.0m |
| CITADEL ADVISORS LLC | Added | +529.7k |
| Stephens Investment Management Group LLC | Added | +362.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | New | +204.0k |
| CITIGROUP INC | Added | +196.9k |
| Kodai Capital Management LP | New | +153.3k |
| TWO SIGMA INVESTMENTS, LP | Added | +141.9k |
| Geneos Wealth Management Inc. | Added | +119.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -368.8k |
| Prosight Management, LP | Reduced | -335.5k |
| BlackRock, Inc. | Reduced | -333.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -262.3k |
| Rubric Capital Management LP | Reduced | -200.0k |
| DEUTSCHE BANK AG\ | Reduced | -188.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -186.2k |
| Russell Investments Group, Ltd. | Reduced | -106.3k |
| STATE STREET CORP | Reduced | -104.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -103.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.6m285.4k shares |
| PEAK6 LLC | Added | $1.7m87.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m81.1k shares |
| BARCLAYS PLC | New | $1.5m78.3k shares |
| SIMPLEX TRADING, LLC | Added | $1.4m69.1k shares |
| IMC-Chicago, LLC | Added | $1.2m58.8k shares |
| WOLVERINE TRADING, LLC | Added | $980.0k49.1k shares |
| JANE STREET GROUP, LLC | New | $410.6k20.8k shares |
| GROUP ONE TRADING LLC | Added | $341.5k17.3k shares |
| UBS Group AG | Added | $286.2k14.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $2.5m126.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.8m93.0k shares |
| IMC-Chicago, LLC | Reduced | $570.5k28.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $86.0k4.4k shares |
| GROUP ONE TRADING LLC | Reduced | $7.9k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 12.7% |
| Rubric Capital Management LP 13G · institution +2.8 pts · filed 2026-05-15 | 9.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.0% |
Fell to 5% or below in the last year: Sumitomo Mitsui Trust Group, Inc. (4.9%, 2026-04-30), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 3 | $2.4m | — |
| Q3 2023 | 0 | — | 1 | $400.6k | $400.6k |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 5 | $189.7k | $102.4k |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $27.2k | $27.2k |
| Q1 2025 | 0 | — | 5 | $339.9k | $220.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-06 | Herman Jenny SVP & Controller | Sold plan | $14.1k666 shares |
| 2025-03-03 | Porges Geoffrey Craig EVP & CFO | Sold | $119.5k5.5k shares |
| 2025-02-18 | Tran Yvonne EVP, CLO & CPO | Sold plan | $109.3k3.9k shares |
| 2025-02-11 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Sold plan | $24.1k985 shares |
| 2025-02-11 | Herman Jenny SVP & Controller | Sold plan | $21.0k859 shares |
| 2025-02-11 | Tran Yvonne EVP, CLO & CPO | Sold plan | $20.2k828 shares |
| 2025-02-10 | Abel Robert Lorne Officer | Sold plan | $31.8k1.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 8.5m $167.1m | Reduced -333.3k |
| GATES FOUNDATION TRUST 0.33% of their portfolio | 7.0m $137.8m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.5m $129.2m | Reduced -68.5k |
| Rubric Capital Management LP 1.70% of their portfolio | 4.8m $94.8m | Reduced -200.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 4.4m $86.0m | Added +2.7m |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 3.5m $68.3m | Reduced -48.1k |
| Amova Asset Management Americas, Inc. 0.61% of their portfolio | 2.4m $47.7m | Reduced -48.1k |
| ARK Investment Management LLC 0.45% of their portfolio | 2.3m $45.3m | Added +85.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $43.7m | Reduced -104.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 2.1m $41.3m | Reduced -186.2k |
| Stephens Investment Management Group LLC 0.56% of their portfolio | 2.0m $38.9m | Added +362.3k |
| LAZARD ASSET MANAGEMENT LLC 0.05% of their portfolio | 1.6m $31.9m | Reduced -82.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $26.5m | Added +29.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $23.2m | Reduced -368.8k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.36% of their portfolio | 1.1m $22.2m | Reduced -23.6k |
| CADIAN CAPITAL MANAGEMENT, LP 0.93% of their portfolio | 1.1m $21.8m | New |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.0m $19.8m | New |
| BAILLIE GIFFORD & CO 0.02% of their portfolio | 994.8k $19.6m | Reduced -59.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 778.2k $15.4m | Reduced -27.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 637.7k $12.6m | Added +529.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 584.8k $11.5m | Reduced -17.8k |
| FMR LLC 0.00% of their portfolio | 525.6k $10.4m | Added +1.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 511.4k $10.1m | Added +1.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 499.3k $9.9m | Reduced -262.3k |
| Parkman Healthcare Partners LLC 1.13% of their portfolio | 481.5k $9.5m | Reduced -81.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 411.4k $8.1m | Reduced -103.3k |
| UBS Group AG 0.00% of their portfolio | 410.9k $8.1m | Added +13.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 401.5k $7.9m | Reduced -10.3k |
| Prosight Management, LP 2.50% of their portfolio | 385.0k $7.6m | Reduced -335.5k |
| CITIGROUP INC 0.00% of their portfolio | 287.4k $5.7m | Added +196.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 276.7k $5.5m | Added +6.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 242.4k $4.8m | Added +141.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 210.6k $4.2m | Added +24.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 204.0k $4.0m | New |
| Stanley-Laman Group, Ltd. 0.57% of their portfolio | 187.0k $3.7m | Added +27.5k |
| Geneos Wealth Management Inc. 0.05% of their portfolio | 179.9k $3.6m | Added +119.9k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 175.8k $3.5m | Added +37.2k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 174.4k $3.4m | Added +40.6k |
| Legal & General Group Plc 0.00% of their portfolio | 159.4k $3.1m | Reduced -6.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 158.1k $3.1m | Reduced -488 |
| Kodai Capital Management LP 0.12% of their portfolio | 153.3k $3.0m | New |
| Nuveen, LLC 0.00% of their portfolio | 145.5k $2.9m | First filing |
| Invesco Ltd. 0.00% of their portfolio | 134.9k $2.7m | Added +3.7k |
| Tejara Capital Ltd 1.31% of their portfolio | 134.2k $2.6m | Added +53.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 132.9k $2.6m | Added +46.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 131.9k $2.6m | Reduced -6.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 126.3k $2.5m | Added +101.8k |
| Swiss National Bank 0.00% of their portfolio | 123.3k $2.4m | Reduced -1.8k |
| Integrated Advisors Network LLC 0.12% of their portfolio | 117.5k $2.3m | Added +279 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 114.9k $2.3m | Added +30.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 106.3k $2.1m | Reduced -19.2k |
| ALGERT GLOBAL LLC 0.04% of their portfolio | 91.9k $1.8m | Unchanged |
| Monaco Asset Management SAM 0.82% of their portfolio | 82.5k $1.6m | Added +2.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 78.6k $1.6m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 77.4k $1.5m | Added +53.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 76.9k $1.5m | Added +11.4k |
| BARCLAYS PLC 0.00% of their portfolio | 76.6k $1.5m | Reduced -27.5k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 68.9k $1.4m | Reduced -3.9k |
| PIER 88 INVESTMENT PARTNERS LLC 0.26% of their portfolio | 67.6k $1.3m | Reduced -7.2k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 62.0k $1.2m | Added +50.4k |
| CloudAlpha Capital Management Limited/Hong Kong 0.18% of their portfolio | 61.0k $1.2m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 59.4k $1.2m | Added +127 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% of their portfolio | 59.0k $1.2m | Added +12.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 59.0k $1.2m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 54.2k $1.1m | Reduced -2.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.0k $1.0m | Added +15.6k |
| WINTON GROUP Ltd 0.06% of their portfolio | 52.2k $1.0m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 48.8k $963.8k | Added +21.0k |
| NATIXIS 0.01% of their portfolio | 47.6k $932.7k | Reduced -43.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 46.7k $922.0k | Added +4.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.9k $906.0k | Reduced -200 |
| NORGES BANK 0.00% of their portfolio | 45.0k $888.2k | Reduced -35.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 44.3k $874.7k | Reduced -188.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 44.1k $870.2k | Added +558 |
| LPL Financial LLC 0.00% of their portfolio | 40.7k $803.8k | Reduced -597 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 40.7k $803.0k | Reduced -2.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 40.3k $795.5k | Reduced -9.7k |
| TWINBEECH CAPITAL LP 0.01% of their portfolio | 36.1k $711.8k | New |
| Corient Private Wealth LP 0.00% of their portfolio | 35.4k $699.3k | Added +268 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 35.2k $695.0k | Reduced -38.6k |
| TrueMark Investments, LLC 0.18% of their portfolio | 34.4k $678.4k | Reduced -2.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 33.1k $652.5k | Added +1.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.9k $650.1k | Reduced -1.6k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 30.7k $606.0k | Reduced -699 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 30.0k $592.1k | Added +13.2k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 29.0k $573.1k | Reduced -568 |
| Avanza Fonder AB 0.02% of their portfolio | 29.0k $575.6k | Reduced -966 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 28.4k $560.1k | Added +542 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 28.3k $564.7k | Unchanged |
| Creative Planning 0.00% of their portfolio | 26.1k $515.3k | Added +3.3k |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 26.1k $515.2k | Reduced -700 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 25.6k $506.2k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 23.4k $462.3k | First filing |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 23.3k $459.5k | Added +11.5k |
| GREENWOOD CAPITAL ASSOCIATES LLC 0.06% of their portfolio | 23.1k $456.8k | Added +612 |
| Amundi 0.00% of their portfolio | 22.6k $426.1k | Reduced -4.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 21.3k $420.1k | Reduced -538 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 20.9k $413.3k | Reduced -397 |
| BRANDYWINE MANAGERS, LLC 0.49% of their portfolio | 20.9k $412.3k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 20.8k $410.2k | Added +3.9k |