SDGRNasdaqPharmaceutical PreparationsFiscal year ends December 31
Schrodinger, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$23.12+0.52 (+2.30%)
Close on Oct 19, 2026
- Market cap
- $1.75B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.5%
65M of 75M shares
Institutional holders
231
46 new, 39 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 20 sales
Net sold $2.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,164,484 | 12.70% | 13G (passive) amendment | Jun 30, 2025 |
| Rubric Capital Management LP | 6,000,000 | 9.28% | 13G (passive) amendment | Mar 31, 2026 |
| David Rosen | 5,000,000 | 7.85% | 13G (passive) amendment | Dec 31, 2024 |
| Amova Asset Management Co., Ltd. | 4,554,569 | 7.10% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 3,911,087 | 6.04% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SDGR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,521,724 | 14.07% | $170.98M | +843,164 | 0.00% |
| Bill & Melinda Gates Foundation Trust | 6,981,664 | 9.33% | $113.45M | – | 0.33% |
| Rubric Capital Management LP | 6,400,000 | 8.56% | $104.00M | +400,000 | 0.95% |
| Vanguard Portfolio Management LLC | 3,787,391 | 5.06% | $61.55M | −74,806 | 0.00% |
| Nikko Asset Management Americas, Inc. | 2,706,143 | 3.62% | $43.95M | −484,694 | 0.57% |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,706,143 | 3.62% | $43.97M | −484,694 | 0.03% |
| Vanguard Capital Management LLC | 2,691,149 | 3.60% | $43.73M | +86,775 | 0.00% |
| State Street Corp | 2,298,338 | 3.07% | $37.35M | +106,911 | 0.00% |
| UBS Asset Management Americas Inc | 2,221,485 | 2.97% | $36.10M | −438,798 | 0.01% |
| ARK Investment Management LLC | 2,154,018 | 2.88% | $35.00M | +86,883 | 0.23% |
| Aqr Capital Management LLC | 1,956,347 | 2.62% | $31.79M | +1,512,189 | 0.01% |
| Geode Capital Management, LLC | 1,471,182 | 1.97% | $23.91M | +119,686 | 0.00% |
| Morgan Stanley | 1,245,015 | 1.66% | $20.23M | −126,184 | 0.00% |
| UBS Group AG | 964,129 | 1.29% | $15.67M | −355,923 | 0.00% |
| Citadel Advisors LLC | 895,780 | 1.20% | $14.56M | +698,533 | 0.00% |
| Massachusetts Financial Services Co /Ma/ | 866,942 | 1.16% | $14.09M | −1,817,750 | 0.00% |
| Goldman Sachs Group Inc | 732,904 | 0.98% | $11.91M | −19,719 | 0.00% |
| Northern Trust Corp | 649,519 | 0.87% | $10.55M | +76,376 | 0.00% |
| Dimensional Fund Advisors LP | 636,367 | 0.85% | $10.35M | −247,281 | 0.00% |
| Nuveen, LLC | 614,314 | 0.82% | $9.98M | +488,474 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 231 | 65M | 86.5% | 46 / 82 | 63 / 39 | 8M | 9M |
| Q1 2026 | 228 | 66M | 88.0% | 50 / 82 | 57 / 41 | 15M | 12M |
| Q4 2025 | 223 | 70M | 93.1% | 27 / 77 | 80 / 29 | 5M | 5M |
| Q3 2025 | 225 | 70M | 93.2% | 27 / 64 | 96 / 35 | 7M | 9M |
| Q2 2025 | 233 | 71M | 95.3% | 44 / 80 | 78 / 27 | 11M | 6M |
| Q1 2025 | 218 | 66M | 88.5% | 31 / 76 | 68 / 22 | 8M | 3M |
| Q4 2024 | 212 | 62M | 82.7% | 33 / 64 | 78 / 27 | 6M | 5M |
| Q3 2024 | 208 | 60M | 80.8% | 33 / 65 | 73 / 31 | 13M | 3M |
| Q2 2024 | 207 | 60M | 79.9% | 28 / 71 | 67 / 43 | 8M | 9M |
| Q1 2024 | 223 | 62M | 83.1% | 29 / 74 | 72 / 43 | 8M | 5M |
| Q4 2023 | 239 | 59M | 79.1% | 44 / 82 | 75 / 39 | 7M | 4M |
| Q3 2023 | 235 | 56M | 75.3% | 41 / 79 | 81 / 42 | 4M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SDGR | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,436,925 | 4.59% | $55.85M | 0.05% | Jun 30, 2026 |
| ARK Genomic Revolution ETF | 2,042,579 | 2.73% | $30.92M | 1.99% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,965,067 | 2.63% | $31.93M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,486,164 | 1.99% | $24.15M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,426,780 | 1.91% | $23.19M | 0.01% | Jun 30, 2026 |
| MFS New Discovery Fund | 1,213,659 | 1.62% | $18.45M | 0.86% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 834,782 | 1.12% | $13.57M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 662,066 | 0.89% | $10.76M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 632,265 | 0.85% | $9.57M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 543,735 | 0.73% | $8.84M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 521,310 | 0.70% | $8.47M | 0.05% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 510,010 | 0.68% | $8.29M | 0.10% | Jun 30, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | 313,864 | 0.42% | $5.10M | 0.10% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 303,405 | 0.41% | $4.61M | 0.01% | May 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 293,460 | 0.39% | $4.46M | 0.08% | May 29, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ramy Farid | President & CEO, Director | 330,824 | 0.44% | Apr 17, 2026 |
| Karen Akinsanya | See Remarks | 101,555 | 0.14% | Sep 21, 2026 |
| Rachit Jain | EVP & CFO | 50,877 | 0.07% | Jul 17, 2026 |
| Therese Marie Abrams | VP, Corporate Controller | 19,461 | 0.03% | Mar 19, 2026 |
| Robert Lorne Abel | See Remarks | 55,897 | 0.07% | Mar 6, 2026 |
| Kenneth Patrick Lorton | EVP, CTO & COO, Software | 89,241 | 0.12% | Mar 6, 2026 |
| Jenny Herman | CAO | 34,804 | 0.05% | Mar 6, 2026 |
| Yvonne Tran | EVP, CLO & CPO | 52,683 | 0.07% | Mar 6, 2026 |
| Mannix Vartan Aklian | See Remarks | 31,193 | 0.04% | Mar 3, 2026 |
| Margaret Dugan | Chief Medical Officer | 24,574 | 0.03% | Oct 17, 2025 |
| Geoffrey Craig Porges | EVP & CFO | 18,185 | 0.02% | Mar 4, 2025 |
| Richard Friesner | Director | 1,413,618 | 1.89% | Jun 29, 2026 |
| Rosana Kapeller-Libermann | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Michael Lynton | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Nancy Thornberry | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Gary L. Ginsberg | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Kralingen Bridget A. van | Director | 19,640 | 0.03% | Jun 23, 2026 |
| Jeffrey Chodakewitz | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Gary Sender | Director | 25,388 | 0.03% | Jun 23, 2026 |
| Arun Oberoi | Director | 25,388 | 0.03% | Jun 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Karen Akinsanya See Remarks | Sep 17, 2026 | Option exercise | +31,599 | $4.34 | $137.14K | 101,555 |
| Karen Akinsanya See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −21,599 | $30.00 | $647.97K | 69,956 |
| Karen Akinsanya See Remarks | Sep 17, 2026 | Sale(10b5-1 plan) | −10,000 | $28.00 | $280.00K | 91,555 |
| Rachit Jain EVP & CFO | Jul 16, 2026 | Sale(10b5-1 plan) | −875 | $15.60 | $13.65K | 50,877 |
| Richard Friesner Director | Jun 26, 2026 | Gift | +679,373 | – | – | 679,373 |
| Richard Friesner Director | Jun 26, 2026 | Gift | −679,373 | – | – | 0 |
| Kralingen Bridget A. van Director | Jun 22, 2026 | Award | +8,141 | – | – | 19,640 |
| Gary Sender Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Rosana Kapeller-Libermann Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Richard Friesner Director | Jun 22, 2026 | Award | +8,141 | – | – | 690,365 |
| Nancy Thornberry Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Jeffrey Chodakewitz Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Arun Oberoi Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Gary L. Ginsberg Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Michael Lynton Director | Jun 22, 2026 | Award | +8,141 | – | – | 25,388 |
| Ramy Farid President & CEO, Director | Apr 17, 2026 | Sale(10b5-1 plan) | −43,000 | $12.21 | $525.03K | 330,824 |
| Ramy Farid President & CEO, Director | Apr 17, 2026 | Option exercise | +43,000 | $3.07 | $132.01K | 373,824 |
| Ramy Farid President & CEO, Director | Apr 17, 2026 | Option exercise | +74,527 | $3.07 | $228.80K | 405,351 |
| Rachit Jain EVP & CFO | Apr 16, 2026 | Sale(10b5-1 plan) | −844 | $12.75 | $10.76K | 51,752 |
| Ramy Farid President & CEO, Director | Apr 16, 2026 | Sale(10b5-1 plan) | −43,000 | $12.33 | $530.19K | 330,824 |
| Ramy Farid President & CEO, Director | Apr 16, 2026 | Option exercise | +43,000 | $3.07 | $132.01K | 373,824 |
| Jenny Herman CAO | Mar 6, 2026 | Sale(10b5-1 plan) | −608 | $12.84 | $7.81K | 34,804 |
| Kenneth Patrick Lorton EVP, CTO & COO, Software | Mar 5, 2026 | Sale(10b5-1 plan) | −1,222 | $12.90 | $15.76K | 89,241 |
| Yvonne Tran EVP, CLO & CPO | Mar 5, 2026 | Sale(10b5-1 plan) | −1,094 | $12.90 | $14.11K | 52,683 |
| Jenny Herman CAO | Mar 5, 2026 | Sale(10b5-1 plan) | −775 | $12.85 | $9.96K | 35,412 |
| Rachit Jain EVP & CFO | Mar 5, 2026 | Sale(10b5-1 plan) | −1,631 | $12.90 | $21.04K | 52,596 |
| Karen Akinsanya See Remarks | Mar 5, 2026 | Sale(10b5-1 plan) | −1,366 | $12.90 | $17.62K | 69,956 |
| Ramy Farid President & CEO, Director | Mar 5, 2026 | Sale(10b5-1 plan) | −3,661 | $12.91 | $47.26K | 330,824 |
| Robert Lorne Abel See Remarks | Mar 4, 2026 | Sale(10b5-1 plan) | −1,300 | $12.81 | $16.65K | 55,897 |
| Mannix Vartan Aklian See Remarks | Mar 2, 2026 | Award | +17,130 | – | – | 31,193 |
| Karen Akinsanya See Remarks | Mar 2, 2026 | Award | +6,077 | – | – | 45,952 |
| Karen Akinsanya See Remarks | Mar 2, 2026 | Award | +27,576 | – | – | 73,528 |
| Karen Akinsanya See Remarks | Mar 2, 2026 | Sale(10b5-1 plan) | −2,206 | $11.99 | $26.45K | 71,322 |
| Karen Akinsanya See Remarks | Mar 2, 2026 | Award | +24,250 | – | – | 39,875 |
| Yvonne Tran EVP, CLO & CPO | Mar 2, 2026 | Award | +13,788 | – | – | 53,777 |
| Yvonne Tran EVP, CLO & CPO | Mar 2, 2026 | Award | +17,130 | – | – | 39,989 |
| Ramy Farid President & CEO, Director | Mar 2, 2026 | Award | +13,604 | – | – | 291,786 |
| Ramy Farid President & CEO, Director | Mar 2, 2026 | Award | +48,259 | – | – | 340,045 |
| Ramy Farid President & CEO, Director | Mar 2, 2026 | Sale(10b5-1 plan) | −5,560 | $11.90 | $66.16K | 334,485 |
| Ramy Farid President & CEO, Director | Mar 2, 2026 | Award | +56,250 | – | – | 278,182 |
| Jenny Herman CAO | Mar 2, 2026 | Award | +9,590 | – | – | 36,187 |
| Kenneth Patrick Lorton EVP, CTO & COO, Software | Mar 2, 2026 | Award | +17,130 | – | – | 69,781 |
| Kenneth Patrick Lorton EVP, CTO & COO, Software | Mar 2, 2026 | Award | +20,682 | – | – | 90,463 |
| Richard Friesner Director | Mar 2, 2026 | Option exercise | +160,527 | $3.07 | $492.82K | 682,224 |
| Robert Lorne Abel See Remarks | Mar 2, 2026 | Award | +20,682 | – | – | 57,197 |
| Robert Lorne Abel See Remarks | Mar 2, 2026 | Award | +17,130 | – | – | 36,515 |
| Rachit Jain EVP & CFO | Mar 2, 2026 | Award | +17,130 | – | – | 54,227 |
| Yvonne Tran EVP, CLO & CPO | Feb 10, 2026 | Sale(10b5-1 plan) | −776 | $13.80 | $10.71K | 22,859 |
| Jenny Herman CAO | Feb 10, 2026 | Sale(10b5-1 plan) | −752 | $13.79 | $10.37K | 26,597 |
| Kenneth Patrick Lorton EVP, CTO & COO, Software | Feb 10, 2026 | Sale(10b5-1 plan) | −925 | $13.73 | $12.70K | 52,651 |
| Robert Lorne Abel See Remarks | Feb 9, 2026 | Sale(10b5-1 plan) | −1,230 | $13.51 | $16.62K | 19,385 |
| Margaret Dugan Chief Medical Officer | Oct 16, 2025 | Sale(10b5-1 plan) | −1,395 | $21.07 | $29.39K | 24,574 |
| Nancy Thornberry Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
| Michael Lynton Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
| Arun Oberoi Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
| Rosana Kapeller-Libermann Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
| Kralingen Bridget A. van Director | Jun 18, 2025 | Award | +1,499 | – | – | 11,499 |
| Richard Friesner Director | Jun 18, 2025 | Award | +5,997 | – | – | 521,697 |
| Gary Sender Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
| Gary L. Ginsberg Director | Jun 18, 2025 | Award | +5,997 | – | – | 17,247 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Olufunmilyo Akinsanya-Akiwumi Karen Officer | Sep 17, 2026 | 31,599 | $756.16K | Sep 17, 2026 | Exercise of Stock Options |
| Rachit Jain Officer | Jul 16, 2026 | 875 | $13.65K | Jul 16, 2026 | Restricted Stock Vesting |
| Mannix Vartan Aklian Officer | Jul 1, 2026 | 1,136 | $18.95K | Jul 1, 2026 | Restricted Stock Vesting |
| Jenny Herman Officer | May 1, 2026 | 1,957 | $24.00K | May 1, 2026 | Restricted Stock Vesting |
| Rachit Jain Officer | Apr 16, 2026 | 844 | $10.76K | Apr 16, 2026 | Restricted Stock Vesting |
| Samir Farid Ramy Director, Officer | Apr 16, 2026 | 86,000 | $1.07M | Apr 16, 2026 | Exercise of Stock Options |
| Jenny Herman Officer | Mar 6, 2026 | 608 | $7.81K | Mar 6, 2026 | Restricted Stock Vesting |
| Karen Akinsanya Officer | Mar 5, 2026 | 1,366 | $17.63K | Mar 5, 2026 | Restricted Stock Vesting |
| Rachit Jain Officer | Mar 5, 2026 | 1,631 | $21.03K | Mar 5, 2026 | Restricted Stock Vesting |
| Ramy Farid Officer, Director | Mar 5, 2026 | 3,661 | $47.25K | Mar 5, 2026 | Restricted Stock Vesting |
| Jenny Herman Officer | Mar 5, 2026 | 775 | $9.96K | Mar 5, 2026 | Restricted Stock Vesting |
| Kenneth Patrick Lorton Officer | Mar 5, 2026 | 1,222 | $15.76K | Mar 5, 2026 | Restricted Stock Vesting |
| Yvonne Tran Officer | Mar 5, 2026 | 1,094 | $14.11K | Mar 5, 2026 | Restricted Stock Vesting |
| Abel Robert Officer | Mar 4, 2026 | 1,300 | $16.55K | Mar 4, 2026 | Stock Bonus |
| Ramy Farid Officer, Director | Mar 2, 2026 | 5,560 | $66.15K | Mar 2, 2026 | Restricted Stock Vesting |