Schrodinger Inc (SDGR) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

SDGR ranks #2636 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SDGR is a disclosed holding of Bill Gates (Gates Foundation Trust), one of the tracked superinvestors on AlphaSMO — it makes up 0.3% of that fund's own 13F portfolio.

234 institutions disclose a position in SDGR, but none treat it as a major bet — even Tejara Capital Ltd, its most concentrated holder, allocates just 1.9% of its own portfolio to it.

Cliff Asness has added to its SDGR position for two straight quarters, increasing it by $28.9M to reach $31.8M today.

Massachusetts Financial Services Co /ma/ has trimmed its SDGR position for two straight quarters, cutting it by $26.9M while still holding $14.1M.

SDGR is down 3.5% today, but institutions show net buying of $73.9M this quarter — a divergence between today's price move and the underlying institutional flow.

SDGR reported a net loss of $54.3M over the trailing twelve months.

• Not yet profitable — net loss of $54.3M over the trailing twelve months
• Revenue grew 8.9% year over year
• Net income improved year over year, from -$181.3M to -$54.3M
• Generated $13.9M in positive operating cash flow
• Current ratio of 2.75x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.99x equity — within a conventional range