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 ($50.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.88. Options: 10 managers hold calls ($65.7m notional), 9 hold puts ($7.5m).
Trends to Q4 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 |
| Q2 2025 | 234 |
| Q3 2025 | 225 |
| Q4 2025 | 223 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 101 | 115 |
| Q2 2024 | 97 | 110 |
| Q3 2024 | 95 | 104 |
| Q4 2024 | 87 | 105 |
| Q1 2025 | 104 | 89 |
| Q2 2025 | 120 | 106 |
| Q3 2025 | 91 | 128 |
| Q4 2025 | 97 | 109 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $15.3m | $5.0m | 0.33 |
| Q2 2025 | $55.5m | $6.0m | 0.11 |
| Q3 2025 | $57.6m | $6.2m | 0.11 |
| Q4 2025 | $65.7m | $7.5m | 0.11 |
Biggest buyers
| UBS Group AG | Added | +489.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +414.2k |
| Man Group plc | Added | +278.2k |
| Allianz Asset Management GmbH | New | +248.1k |
| ARK Investment Management LLC | Added | +239.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +218.9k |
| PERCEPTIVE ADVISORS LLC | New | +202.4k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +185.6k |
| Amova Asset Management Americas, Inc. | Added | +180.7k |
| ALGERT GLOBAL LLC | Added | +177.5k |
Biggest sellers
| Rubric Capital Management LP | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -573.5k |
| MORGAN STANLEY | Reduced | -550.7k |
| ROYAL BANK OF CANADA | Reduced | -377.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -354.3k |
| TWO SIGMA ADVISERS, LP | Reduced | -234.5k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -213.0k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -211.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Sold out | -206.3k |
| JANE STREET GROUP, LLC | Reduced | -154.1k |
Biggest calls
| PEAK6 LLC | Added | $48.6m2.7m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.0m613.0k shares |
| GROUP ONE TRADING LLC | Added | $1.9m105.9k shares |
| IMC-Chicago, LLC | Added | $1.3m71.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.1m61.7k shares |
| JANE STREET GROUP, LLC | Reduced | $599.0k33.5k shares |
| CITADEL ADVISORS LLC | Reduced | $511.4k28.6k shares |
| Walleye Trading LLC | Added | $413.0k23.1k shares |
| Walleye Capital LLC | New | $302.2k16.9k shares |
| BARCLAYS PLC | Unchanged | $110.9k6.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.5m198.4k shares |
| CITADEL ADVISORS LLC | Added | $2.5m140.7k shares |
| IMC-Chicago, LLC | Added | $507.8k28.4k shares |
| JANE STREET GROUP, LLC | Added | $457.7k25.6k shares |
| GROUP ONE TRADING LLC | Added | $218.1k12.2k shares |
| PEAK6 LLC | New | $143.0k8.0k shares |
| Walleye Capital LLC | New | $78.7k4.4k shares |
| Walleye Trading LLC | New | $42.9k2.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $32.2k1.8k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2025 | 0 | — | 1 | $419.5k | $419.5k |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $29.4k | $29.4k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-10-16 | Dugan Margaret Chief Medical Officer | Sold plan | $29.4k1.4k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.5m $170.2m | Reduced -44.0k |
| GATES FOUNDATION TRUST 0.35% of their portfolio | 7.0m $124.8m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.5m $115.6m | Added +125.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 4.7m $84.3m | Added +160.2k |
| Rubric Capital Management LP 0.89% of their portfolio | 4.2m $74.6m | Reduced -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 3.7m $66.5m | Added +414.2k |
| Amova Asset Management Americas, Inc. 0.58% of their portfolio | 2.8m $50.4m | Added +180.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 2.3m $41.0m | Added +218.9k |
| Stephens Investment Management Group LLC 0.52% of their portfolio | 2.3m $40.2m | Added +57.1k |
| LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio | 2.1m $38.2m | Reduced -211.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.1m $38.1m | Reduced -73.1k |
| ARK Investment Management LLC 0.25% of their portfolio | 2.1m $37.8m | Added +239.2k |
| UBS Group AG 0.01% of their portfolio | 1.4m $25.8m | Added +489.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $24.8m | Added +108.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $21.2m | Reduced -550.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.1m $19.8m | Added +22.2k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.0m $18.1m | Added +161.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 978.2k $17.5m | Reduced -573.5k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 835.5k $14.9m | Reduced -139.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 669.5k $12.0m | Added +107.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 555.4k $9.9m | Reduced -30.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 515.9k $9.2m | Added +30.4k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 506.6k $9.1m | Reduced -234.5k |
| Man Group plc 0.02% of their portfolio | 441.4k $7.9m | Added +278.2k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 438.9k $7.8m | Added +102.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 436.8k $7.8m | Reduced -354.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 310.6k $5.6m | Reduced -28.7k |
| Parkman Healthcare Partners LLC 0.51% of their portfolio | 298.9k $5.3m | Reduced -41.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 273.3k $4.9m | Added +185.6k |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 269.8k $4.8m | Added +166.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 268.4k $4.8m | Reduced -2.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 248.1k $4.4m | New |
| JUPITER ASSET MANAGEMENT LTD 0.03% of their portfolio | 223.9k $4.0m | Reduced -10.7k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 211.4k $3.8m | Added +177.5k |
| PERCEPTIVE ADVISORS LLC 0.07% of their portfolio | 202.4k $3.6m | New |
| Public Sector Pension Investment Board 0.01% of their portfolio | 194.3k $3.5m | Reduced -24.4k |
| Invesco Ltd. 0.00% of their portfolio | 190.8k $3.4m | Added +10.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 187.9k $3.4m | Reduced -98.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 185.0k $3.3m | Reduced -14.4k |
| HRT FINANCIAL LP 0.01% of their portfolio | 164.6k $2.9m | Added +118.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 161.7k $2.9m | Added +126.3k |
| Susquehanna Portfolio Strategies, LLC 0.04% of their portfolio | 158.2k $2.8m | Added +129.9k |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.04% of their portfolio | 157.0k $2.8m | Reduced -15.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 154.4k $2.8m | Reduced -11.5k |
| FMR LLC 0.00% of their portfolio | 151.3k $2.7m | Reduced -46.4k |
| Legal & General Group Plc 0.00% of their portfolio | 147.7k $2.6m | Reduced -9.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 136.9k $2.4m | Reduced -26.5k |
| Trexquant Investment LP 0.02% of their portfolio | 135.0k $2.4m | New |
| Slow Capital, Inc. 0.28% of their portfolio | 131.3k $2.3m | Added +37.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 130.9k $2.3m | Reduced -67.8k |
| Swiss National Bank 0.00% of their portfolio | 127.2k $2.3m | Added +2.8k |
| Nuveen, LLC 0.00% of their portfolio | 125.0k $2.2m | Reduced -58.4k |
| Tejara Capital Ltd 0.90% of their portfolio | 121.7k $2.2m | Reduced -8.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 118.7k $2.1m | Added +68.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 112.5k $2.0m | Added +15.3k |
| BARCLAYS PLC 0.00% of their portfolio | 111.4k $2.0m | Added +12.4k |
| CITIGROUP INC 0.00% of their portfolio | 109.4k $2.0m | Reduced -45.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 102.7k $1.8m | Reduced -7.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 90.7k $1.6m | Reduced -154.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 80.8k $1.4m | Added +42.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 79.7k $1.4m | Reduced -82.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 73.0k $1.3m | Added +40.8k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio | 71.0k $1.3m | Reduced -213.0k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% of their portfolio | 68.8k $1.2m | Added +27.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 68.7k $1.2m | Reduced -3.3k |
| Verity Asset Management, Inc. 0.50% of their portfolio | 65.7k $1.2m | Added +798 |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 65.6k $1.2m | Added +39.2k |
| Engineers Gate Manager LP 0.01% of their portfolio | 65.4k $1.2m | Added +52.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 65.2k $1.2m | Added +27.0k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 62.5k $1.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.6k $1.1m | Added +3.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.9k $1.1m | Added +7.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 54.7k $978.5k | Reduced -3.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 52.9k $945.3k | Added +42.2k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 52.9k $944.0k | Reduced -13.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 52.5k $938.9k | Reduced -3.8k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 52.1k $931.4k | Reduced -12.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 51.6k $922.0k | Reduced -377.3k |
| PIER 88 INVESTMENT PARTNERS LLC 0.20% of their portfolio | 50.9k $909.6k | Reduced -3.3k |
| LPL Financial LLC 0.00% of their portfolio | 50.7k $906.7k | Reduced -199 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 50.4k $901.6k | Added +9.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.76% of their portfolio | 50.0k $894.0k | First filing |
| FOX RUN MANAGEMENT, L.L.C. 0.13% of their portfolio | 47.8k $855.2k | Added +30.0k |
| WESBANCO BANK INC 0.02% of their portfolio | 46.9k $838.6k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 46.3k $828.4k | Added +4.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.9k $821.0k | Unchanged |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 44.6k $797.3k | Added +15.2k |
| EntryPoint Capital, LLC 0.31% of their portfolio | 44.3k $792.4k | Added +28.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 42.5k $756.5k | Reduced -8.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 40.4k $722.5k | Reduced -4.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 39.1k $699.8k | Added +8.2k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 38.6k $689.0k | Reduced -1.9k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 38.1k $680.5k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 37.9k $677.0k | Reduced -3.2k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 37.4k $668.4k | New |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.01% of their portfolio | 34.0k $607.7k | New |
| AlphaQuest LLC 0.03% of their portfolio | 33.0k $589.7k | Reduced -90 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.9k $588.8k | Unchanged |
| IMC-Chicago, LLC 0.01% of their portfolio | 32.7k $584.8k | Added +1.7k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 31.3k $559.5k | New |