SDGR at a glance
Schrodinger, Inc. (SDGR, SEC CIK 1490978) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Schrodinger, Inc. (SDGR) reported revenue of $255.9 million (up 23.3% from FY2024) and a net loss of $103.3 million. Diluted EPS was -$1.41.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Schrodinger, Inc. (SDGR) shares worth $590.3 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Akinsanya Karen on September 17, 2026 of 21,599 shares at $30.00 per share.
- In the last 90 days, SDGR insiders reported 0 open-market purchases ($0) and 3 open-market sales ($942K) on Form 4, a net sale of $942K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $255.9M
- +23.3% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$942K
- 13F holders
- 30 funds
- $590.3M · −1 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $58.9M, up 8% YoY from $54.8M
- Net income $6.0M vs net loss $43.2M YoY, primarily from $57.2M Ajax acquisition payment
- ACV $29.6M vs $23.3M YoY
- Cash payment $57.2M, including $47.2M Ajax equity proceeds and $10.0M milestone payment
- Near-term revenue headwind from transition to hosted software, with revenue expected to decline as recognition shifts over contract terms
Risk Factors
- Newly emphasized AI risk: Bunsen and other AI tools require significant investment, while emerging regulation could increase platform-development costs
- Most materially updated revenue risk: Hosted-software migration expected to reduce near-term revenue as recognition shifts from upfront to ratable
- Regulatory and compliance risk: AI outputs may trigger legal claims involving bias, intellectual-property infringement, data leakage, or automated-decision rules
- Competitive risk: Rivals adopting AI faster could weaken Schrodinger’s software position and adversely affect results
- Financial risk: $418.8 million in cash, restricted cash, and marketable securities expected to fund operations through at least 24 months
AI summary of the SDGR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 FY2026 results released August 5, 2026, covering quarter ended June 30, 2026
- Full financial results furnished in Exhibit 99.1, requiring review for revenue, profitability, and guidance
Item 7.01: Regulation FD Disclosure
- $57 million cash payment received upon Eli Lilly’s completion of Ajax Therapeutics acquisition
- Additional cash milestone payments remain possible based on Ajax clinical and regulatory achievements
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved 3,000,000 additional shares for Schrodinger’s 2022 Equity Incentive Plan
- Expanded equity pool supports employee and executive compensation, but increases potential shareholder dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- Three Class III directors elected through 2029, preserving Board continuity
- Executive compensation approved overwhelmingly, with 51,345,375 votes for versus 870,926 against
AI summaries of SDGR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SDGR
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Akinsanya Karen | M | Sep 17, 2026 | 31,599 | - |
| Akinsanya Karen | Sell | Sep 17, 2026 | 21,599 | $30.00 |
| Akinsanya Karen | Sell | Sep 17, 2026 | 10,000 | $28.00 |
| Akinsanya Karen | M | Sep 17, 2026 | 31,599 | $4.34 |
| Jain Rachit | Sell | Jul 16, 2026 | 875 | $15.60 |
| Friesner Richard | G | Jun 26, 2026 | 679,373 | - |
| Friesner Richard | G | Jun 26, 2026 | 679,373 | - |
| Friesner Richard | A | Jun 22, 2026 | 8,141 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $207.5M | $255.9M |
| Gross Profit | - | $132.1M | $142.6M |
| Operating Income | - | -$209.3M | -$166.9M |
| Net Income | - | -$187.1M | -$103.3M |
| Gross Margin | - | 63.6% | 55.7% |
| Op. Margin | - | -100.8% | -65.2% |
| Net Margin | - | -90.2% | -40.4% |
| Balance Sheet | |||
| Total Assets | $803.0M | $823.2M | $726.2M |
| Equity | - | $421.4M | $364.1M |
| ROE | - | -44.4% | -28.4% |
| Per Share | |||
| EPS | - | $-2.57 | $-1.41 |
| Cash Flow | |||
| Operating CF | - | -$157.4M | $13.9M |
| CapEx | $13.4M | $7.3M | $1.4M |
Source: XBRL data in Schrodinger, Inc. (SDGR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SDGR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $590.3M |
| Q1 2026 | 31 | $383.9M |
| Q4 2025 | 27 | $610.6M |
| Q3 2025 | 29 | $709.2M |
| Q2 2025 | 28 | $683.7M |
| Q1 2025 | 24 | $481.5M |
| Q4 2024 | 22 | $431.6M |
| Q3 2024 | 18 | $291.3M |
- AQR Capital Management+1.51M (+340%)
- BlackRock+843.2K (+9%)
- Citadel Advisors LLC+698.5K (+354%)
- State Street Corp+106.9K (+5%)
- ARK Investment Management+86.9K (+4%)
- Dimensional Fund Advisors−247.3K (-28%)
- Two Sigma Investments−143.5K (-92%)
- Morgan Stanley−126.2K (-9%)
- Vanguard Portfolio Management LLC−74.8K (-2%)
- Goldman Sachs Group−19.7K (-3%)
- Allstate+21.9K
- Mangrove Partners+20.2K
- Millennium Management−416.8K
- D.E. Shaw & Co−14.0K
- Marex Group plc−11.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 209 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SDGR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 21, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 23, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 8-K | Mar 12, 2026 | - | Analysis | - |
| 4 | Mar 6, 2026 | - | - | - |
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SDGR SEC filings: frequently asked questions
Are SDGR insiders buying or selling?
In the last 90 days, Schrodinger, Inc. (SDGR) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $941,617 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SDGR stock?
As of June 30, 2026, the largest Schrodinger, Inc. (SDGR) holders among the 13F filers tracked by SignalX were BlackRock ($171.0 million), Gates Foundation Trust ($113.5 million), Vanguard Portfolio Management LLC ($61.5 million), Vanguard Capital Management LLC ($43.7 million), State Street Corp ($37.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SDGR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Schrodinger, Inc. (SDGR) reported revenue of $255.9 million (up 23.3% from FY2024) and a net loss of $103.3 million. Diluted EPS was -$1.41. The figures come from the XBRL data in the 10-K.
What did SDGR report in its latest 8-K?
Schrodinger, Inc. (SDGR) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 FY2026 results released August 5, 2026, covering quarter ended June 30, 2026.
What are the latest SDGR SEC filings?
Schrodinger, Inc. (SDGR) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 21, 2026.
What is SDGR's SEC CIK number?
Schrodinger, Inc. (SDGR)'s SEC Central Index Key (CIK) is 1490978. EDGAR lists every SDGR filing under that number.
Ask anything about SDGR
The research agent reads SDGR's filings, financials, insider trades and 13F holders, then answers with sources.