$SDGR

$26.72 +$2.22 (9.06%) Close

$SDGR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 74.7M shares outstanding

Who owns SDGR?

By type of holder

Institutions 86.2% Insiders 3.3% Everyone else 10.5%

Concentration Top 10 holders own 55.1%

BlackRock, Inc. 14.1% · Gates Foundation Trust 9.3%

Institutional ownership

86.2%

-2.0 pts vs last qtr

Institutional holders

229

0 vs last qtr

Net shares bought

−1.5M

by institutions in Q2 2026

New / sold out

45 / 45

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Aqr Capital Management LLC +1.5M
BlackRock, Inc. +843.2K

Biggest sellers in Q2 2026

Massachusetts Financial Services Co /ma/ −1.8M
Baillie Gifford & Co SOLD OUT −801.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.18M

20 notices from 10 people

Shares covered

145.5K

0.19% of the company

Arranged in advance

85%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ramy Samir Farid Director 10b5-1 $1.07M
Karen Olufunmilyo Akinsanya-Akiwumi Officer 10b5-1 $756K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2025

+22.4%

+4.12% a year

Each share's claim on the business

−18.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $217M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years3% 1–3 years18% Under 1 year8%

Quarterly turnover

13.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SDGR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.5M	14.08%	+843.2K (+8.7%)	≤2021	0.0%
Shares held by quarter Peak holding10.5M (Q2'26) Change over 8 quarters+1.9M Share of the company14.080% BlackRock, Inc.'s full portfolio →
GF Gates Foundation Trust	7.0M	9.34%	Unchanged	≤2021	0.3%
Shares held by quarter Peak holding7.0M (Q3'24) Change over 8 quarters0 Share of the company9.340% Gates Foundation Trust's full portfolio →

BlackRock, Inc.

10.5M

% of company

14.08%

Change vs last qtr

+843.2K (+8.7%)

Held since

≤2021

Gates Foundation Trust

7.0M

% of company

9.34%

Change vs last qtr

Unchanged

Held since

≤2021

28 more super investors behind a free account

See every manager holding Schrodinger Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SDGR on Form N-PORT; together they hold 30.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$55.9M	3.4M	4.60%	0.05%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$31.9M	2.0M	2.63%	0.00%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$55.9M

% of company

4.60%

% of the fund

0.05%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$31.9M

% of company

2.63%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Schrodinger Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
FR Friesner Richard Insider	1.4M	1.93%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.930% Friesner Richard's insider activity →
FR Farid Ramy Insider	405.4K	0.54%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.540% Farid Ramy's insider activity →

Friesner Richard

Insider

1.4M

% of company

1.93%

Change vs last qtr

—

Held since

—

Farid Ramy

Insider

405.4K

% of company

0.54%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Schrodinger Inc.

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