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 ($36.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.37. Options: 9 managers hold calls ($6.4m notional), 10 hold puts ($6.9m).
Trends to Q1 2026
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 |
| Q1 2026 | 228 |
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 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 |
| Q1 2026 | 125 | 98 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $55.5m | $6.0m | 0.11 |
| Q3 2025 | $57.6m | $6.2m | 0.11 |
| Q4 2025 | $65.7m | $7.5m | 0.11 |
| Q1 2026 | $6.4m | $6.9m | 1.08 |
Biggest buyers
| Rubric Capital Management LP | Added | +1.8m |
| Prosight Management, LP | New | +510.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +393.3k |
| Amova Asset Management Americas, Inc. | Added | +371.2k |
| HRT FINANCIAL LP | Added | +318.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +282.4k |
| Tejara Capital Ltd | Added | +267.1k |
| ALGERT GLOBAL LLC | Added | +264.4k |
| Man Group plc | Added | +239.7k |
| JPMORGAN CHASE & CO | Added | +203.2k |
Biggest sellers
| Stephens Investment Management Group LLC | Sold out | -2.3m |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -1.9m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -1.5m |
| AMERICAN CENTURY COMPANIES INC | Sold out | -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -561.3k |
| TWO SIGMA ADVISERS, LP | Sold out | -506.6k |
| Parkman Healthcare Partners LLC | Sold out | -298.9k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -280.9k |
| Allianz Asset Management GmbH | Sold out | -248.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m276.1k shares |
| CITADEL ADVISORS LLC | Added | $733.9k64.6k shares |
| Caption Management, LLC | New | $681.6k60.0k shares |
| IMC-Chicago, LLC | Reduced | $580.5k51.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $453.3k39.9k shares |
| PEAK6 LLC | Reduced | $284.0k25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $232.9k20.5k shares |
| GROUP ONE TRADING LLC | Reduced | $160.2k14.1k shares |
| Walleye Capital LLC | Reduced | $112.5k9.9k shares |
Biggest puts
| PEAK6 LLC | Added | $2.6m232.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m136.1k shares |
| Caption Management, LLC | New | $681.6k60.0k shares |
| CITADEL ADVISORS LLC | Reduced | $612.3k53.9k shares |
| D. E. Shaw & Co., Inc. | New | $603.2k53.1k shares |
| IMC-Chicago, LLC | Reduced | $244.2k21.5k shares |
| JANE STREET GROUP, LLC | Reduced | $236.3k20.8k shares |
| Walleye Capital LLC | Added | $167.0k14.7k shares |
| GROUP ONE TRADING LLC | Reduced | $129.5k11.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.4k1.0k 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 2026
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 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 |
| Q1 2026 | 0 | — | 7 | $293.2k | $293.2k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-06 | Herman Jenny CAO | Sold plan | $7.8k608 shares |
| 2026-03-05 | Farid Ramy President & CEO, director | Sold plan | $47.3k3.7k shares |
| 2026-03-05 | Jain Rachit EVP & CFO | Sold plan | $21.0k1.6k shares |
| 2026-03-05 | Akinsanya Karen Officer | Sold plan | $17.6k1.4k shares |
| 2026-03-05 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Sold plan | $15.8k1.2k shares |
| 2026-03-05 | Tran Yvonne EVP, CLO & CPO | Sold plan | $14.1k1.1k shares |
| 2026-03-05 | Herman Jenny CAO | Sold plan | $10.0k775 shares |
| 2026-03-04 | Abel Robert Lorne Officer | Sold plan | $16.7k1.3k shares |
| 2026-03-02 | Farid Ramy President & CEO, director | Sold plan | $66.2k5.6k shares |
| 2026-03-02 | Akinsanya Karen Officer | Sold plan | $26.4k2.2k shares |
| 2026-02-10 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Sold plan | $12.7k925 shares |
| 2026-02-10 | Tran Yvonne EVP, CLO & CPO | Sold plan | $10.7k776 shares |
| 2026-02-10 | Herman Jenny CAO | Sold plan | $10.4k752 shares |
| 2026-02-09 | Abel Robert Lorne Officer | Sold plan | $16.6k1.2k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.7m $109.9m | Added +161.5k |
| GATES FOUNDATION TRUST 0.25% of their portfolio | 7.0m $79.3m | Unchanged |
| Rubric Capital Management LP 0.84% of their portfolio | 6.0m $68.2m | Added +1.8m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.9m $43.9m | First filing |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 3.2m $36.2m | Reduced -1.5m |
| Amova Asset Management Americas, Inc. 0.51% of their portfolio | 3.2m $36.2m | Added +371.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 2.7m $30.5m | Added +393.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 2.7m $30.2m | Reduced -1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $29.6m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $24.9m | Added +59.5k |
| ARK Investment Management LLC 0.18% of their portfolio | 2.1m $23.5m | Reduced -44.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $15.6m | Added +184.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $15.4m | Reduced -33.3k |
| UBS Group AG 0.00% of their portfolio | 1.3m $15.0m | Reduced -122.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 883.6k $10.0m | Reduced -129.0k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 801.2k $9.1m | Reduced -34.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 752.6k $8.5m | Added +83.2k |
| Man Group plc 0.02% of their portfolio | 681.1k $7.7m | Added +239.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 573.1k $6.5m | Added +17.8k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 550.5k $6.3m | Added +111.6k |
| Prosight Management, LP 0.95% of their portfolio | 510.6k $5.8m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 509.7k $5.8m | Reduced -6.2k |
| HRT FINANCIAL LP 0.02% of their portfolio | 482.7k $5.5m | Added +318.1k |
| ALGERT GLOBAL LLC 0.08% of their portfolio | 475.8k $5.4m | Added +264.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 444.2k $5.0m | Added +282.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 416.8k $4.7m | Reduced -561.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 397.4k $4.5m | First filing |
| Tejara Capital Ltd 1.46% of their portfolio | 388.8k $4.4m | Added +267.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 310.7k $3.5m | Added +37.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 302.0k $3.4m | Reduced -8.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 282.9k $3.1m | Added +203.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 274.5k $3.1m | Added +6.1k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 246.8k $2.8m | Added +194.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 221.3k $2.5m | Added +198.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 212.5k $2.4m | Reduced -1.9m |
| Invesco Ltd. 0.00% of their portfolio | 208.9k $2.4m | Added +18.2k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 203.4k $2.3m | Added +141.0k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 200.7k $2.3m | Added +6.5k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 199.0k $2.3m | Added +40.8k |
| GSA CAPITAL PARTNERS LLP 0.14% of their portfolio | 198.1k $2.3m | Added +171.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 197.2k $2.2m | Added +9.3k |
| Jump Financial, LLC 0.03% of their portfolio | 181.3k $2.1m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 176.4k $2.0m | Added +39.5k |
| Quantinno Capital Management LP 0.00% of their portfolio | 174.1k $2.0m | New |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 171.7k $2.0m | Reduced -52.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 159.5k $1.8m | Added +5.0k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 155.9k $1.8m | Reduced -280.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 145.9k $1.7m | Added +15.0k |
| EntryPoint Capital, LLC 0.46% of their portfolio | 138.6k $1.6m | Added +94.3k |
| Legal & General Group Plc 0.00% of their portfolio | 136.6k $1.6m | Reduced -11.2k |
| Swiss National Bank 0.00% of their portfolio | 127.2k $1.4m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 125.8k $1.4m | Added +800 |
| Atom Investors LP 0.10% of their portfolio | 123.0k $1.4m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 121.7k $1.4m | Added +68.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 120.9k $1.4m | Added +18.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 120.1k $1.4m | Added +47.1k |
| Engineers Gate Manager LP 0.02% of their portfolio | 119.4k $1.4m | Added +54.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 106.8k $1.2m | New |
| ADAR1 Capital Management, LLC 0.07% of their portfolio | 101.5k $1.2m | New |
| FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio | 96.3k $1.1m | Reduced -173.5k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 95.3k $1.1m | Added +50.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 88.2k $1.0m | Added +47.8k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 84.9k $964.0k | Added +19.2k |
| WESBANCO BANK INC 0.03% of their portfolio | 81.4k $924.7k | Added +34.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 80.7k $918.0k | Added +19.8k |
| XTX Topco Ltd 0.02% of their portfolio | 79.7k $905.3k | Added +53.2k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.07% of their portfolio | 79.1k $898.7k | Added +10.3k |
| PEAK6 LLC 0.02% of their portfolio | 73.0k $828.8k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 69.5k $790.0k | Added +17.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 68.4k $1.2m | Reduced -300 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 61.2k $695.0k | Reduced -420 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 59.4k $674.4k | Reduced -21.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 57.9k $657.6k | Added +5.4k |
| ANTIPODES PARTNERS Ltd 0.01% of their portfolio | 57.0k $647.4k | Added +45.5k |
| LPL Financial LLC 0.00% of their portfolio | 55.4k $629.4k | Added +4.7k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 54.6k $621.0k | Added +1.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 53.6k $608.5k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 52.0k $590.2k | Added +5.6k |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 51.6k $586.3k | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 51.4k $584.2k | Added +1.0k |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P 0.53% of their portfolio | 50.0k $568.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 50.0k $567.5k | Reduced -68.7k |
| Trexquant Investment LP 0.00% of their portfolio | 49.5k $562.8k | Reduced -85.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 46.8k $531.8k | Reduced -7.9k |
| PIER 88 INVESTMENT PARTNERS LLC 0.13% of their portfolio | 46.1k $523.7k | Reduced -4.8k |
| CITIGROUP INC 0.00% of their portfolio | 45.7k $519.5k | Reduced -63.7k |
| TrueMark Investments, LLC 0.10% of their portfolio | 45.7k $519.2k | Added +16.0k |
| Creative Planning 0.00% of their portfolio | 44.5k $505.6k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 44.3k $504.2k | Added +1.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 44.0k $500.0k | Reduced -1.9k |
| BARCLAYS PLC 0.00% of their portfolio | 40.9k $464.4k | Reduced -70.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 40.7k $462.2k | First filing |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 39.0k $441.0k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 37.5k $426.0k | Reduced -1.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 37.0k $420.4k | Reduced -856 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 36.6k $415.8k | Added +35.1k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 36.0k $408.7k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.0k $397.8k | Added +19.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 32.6k $370.5k | Reduced -321 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 29.1k $331.0k | Reduced -83.4k |