Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Schrodinger Inc (SDGR)

227 + Investors. Track Smart Money conviction in SDGR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SDGR

Based on 230 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SDGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
230 hedge funds hold SDGR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SDGR is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

132 buying107 selling
Last quarter: 132 funds bought or added vs 107 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 31 → 46 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 19% medium ■ 27% new
125 out of 230 hedge funds have held SDGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+49% value, -1% shares)

Value
+48%
Shares
-1%
Last quarter: total value of institutional SDGR holdings rose +49% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

46 → 28 → 31 → 46 → 48 new funds/Q
New funds entering each quarter: 28 → 31 → 46 → 48. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 27% new
Entry-cohort mix of 238 holders: 143 (60%) are 2+ year veterans, 30 entered 1–2 years ago, and 65 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
42 of 228 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SDGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SDGR

In 2026 Q2, 132 hedge funds were net buyers of SDGR (48 opened a new position, 84 added to an existing one), while 107 reduced or exited (64 trimmed, 43 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 51% of total institutional value in SDGR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 230.

Hedge Fund Ownership: SDGR

How many hedge funds hold SDGR — quarterly history vs. share price
Quarterly hedge fund ownership of SDGR vs. share price

Market Analysis: SDGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDGR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Schrodinger Inc (SDGR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SDGR has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 59d ago
SDGR
+25.6%
XLV
+7.8%

SDGR outperformed XLV by +17.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
SDGR
+16.0%
XLV
+2.2%

Since the filing became public, SDGR outperformed XLV by +13.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: SDGR
227 + Investors

Track Smart Money conviction in SDGR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 227 225 0.89%
13F Shares 65M 67M -2.75%
Total Value $1.05B $755M 39.68%
New Positions 48 46 +2
Increased Positions 81 79 +2
Closed Positions 44 43 +1
Reduced Positions 62 60 +2
Total Calls 5 6 -16.67%
Total Puts 5 7 -28.57%
PUT/CALL Ratio 1.0 1.17 Neutral

Statistics: SDGR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

227 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDGR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SDGR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tejara Capital Ltd 1.87% 280,202 $4.6M
2 Rubric Capital Management LP 0.95% 6,400,000 $104.0M
3 Nano Cap New Millennium Growth Fund L P 0.94% 75,000 $1.2M
4 Amova Asset Management Americas, Inc. 0.57% 2,706,143 $43.9M
5 Capricorn Fund Managers Ltd 0.56% 434,321 $7.1M
6 EntryPoint Capital, LLC 0.34% 25,722 $497K
7 Gates Foundation Trust 0.33% 6,981,664 $113.5M
8 Brandywine Managers, LLC 0.23% 28,456 $462K
9 ARK Investment Management LLC 0.23% 2,154,018 $35.0M
10 TrueMark Investments, LLC 0.15% 73,237 $1.2M
11 Palumbo Wealth Management LLC 0.14% 40,763 $662K
12 Pier 88 Investment Partners LLC 0.12% 31,400 $510K
13 MYDA Advisors LLC 0.12% 50,000 $812K
14 IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.09% 86,967 $1.4M
15 Pension & Wealth Management Advisors, INC. 0.07% 4,332 $81K
16 Algert Global LLC 0.06% 328,410 $5.3M
17 Atom Investors LP 0.06% 41,688 $677K
18 Fox Run Management, L.L.C. 0.06% 22,316 $363K
19 OP Asset Management Ltd 0.06% 325,456 $5.3M
20 Susquehanna Portfolio Strategies, LLC 0.06% 214,392 $3.5M
21 Polymer Capital Management (US) LLC 0.05% 21,229 $345K
22 Portland Investment Counsel INC. 0.05% 10,000 $162K
23 Inceptionr LLC 0.04% 10,602 $172K
24 Wesbanco Bank Inc 0.03% 81,400 $1.3M
25 SummitTX Capital, L.P. 0.03% 75,606 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Schrodinger Inc (SDGR)

What does the Smart Money Trend signal show for SDGR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SDGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SDGR?

Slight buying edge — 55% buying: Last quarter: 132 funds bought or added vs 107 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SDGR holders?

Elite ownership — 51% AUM from top-100 funds: 42 of 228 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in SDGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SDGR?

54% of holders stayed for 2+ years: 125 out of 230 hedge funds have held SDGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Schrodinger Inc (SDGR) following the 2026 Q2 hedge fund 13F filings?

As of today, SDGR has moved +16.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.2% for the XLV sector ETF — an outperformance of +13.8%. Since the quarter end (June 30, 2026), SDGR has gained +25.6% vs +7.8% for XLV. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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