Schrödinger, Inc. (SDGR)

Highly Crowded

Held by 221 of 5,944 reporting institutions (92th percentile) — extremely crowded.

Data as of Q1 2026

Institutional Ownership

90.33%

QoQ Change

-7.31%

Total Value

$737.3B

Shares Outstanding

73.4M

Crowding AnalysisHighly Crowded

Holders221of 5,944

Avg: 68

Uncrowded92th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.2x

82th percentile

128 buying107 selling

+49

New

-46

Closed

-5,230,374

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.4 QHolders: 221

Ownership Concentration

Top 5: 44.8%Top 10: 64.9%

BlackRock,14.6%

GATES FOUNDATION TRUST10.5%

Rubric Capital Management9.0%

VANGUARD PORTFOLIO MANAGEMENT5.8%

Amova Asset Management Americas,4.8%

Others (216)55.2%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.15%Max: 0.72%High conviction (>1%): 0

BlackRock,

GATES FOUNDATION TRUST

Rubric Capital Management

VANGUARD PORTFOLIO MANAGEMENT

Amova Asset Management Americas,

Sumitomo Mitsui Trust Group,

MASSACHUSETTS FINANCIAL SERVICES CO

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS

VANGUARD CAPITAL MANAGEMENT

STATE STREET

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD PORTFOLIO MANAGEMENT$44M3.9M shr

NEWVANGUARD CAPITAL MANAGEMENT$30M2.6M shr

NEWSTATE STREET$25M2.2M shr

BOUGHTRubric Capital Management$21M1.8M shr

SOLDSumitomo Mitsui Trust Group$17M1.5M shr

NEWMASSACHUSETTS FINANCIAL SERVICES CO /MA$41M2.3M shr

SOLDRubric Capital Management$20M1.1M shr

BOUGHTUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS$7M414K shr

SOLDLAZARD ASSET MANAGEMENT$4M211K shr

BOUGHTAmova Asset Management Americas$3M181K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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