Invesaro

Stocks Health care SDGR

NASDAQ · Health care

Schrodinger, Inc. (SDGR)

Schrodinger, Inc. brought in $269.2M of revenue over the twelve months to September 30, 2026, up 4.8% from a year earlier. It posted a net loss of $59.3M. Operating cash flow minus capital spending left $12.5M of free cash flow in fiscal 2025. At September 30, 2026 it held $247M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.

Free, no password. An email when SDGR files with the SEC.

Price
$33.39
+11.97% on the day · November 9, 2026
52-week range $10.95 to $33.78
Market cap
$2.5B
Revenue (last 12 months)
$269.2M
+4.8% year on year
Net margin
-22.0%

Key facts about Schrodinger, Inc.

Net worth
Schrodinger, Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $301.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $255.9M (+23.3% year on year), with a net loss of $103.3M. Over the 12 months to September 30, 2026: revenue $269.2M, net loss $59.3M.
Cash flow
In fiscal 2025 operations brought in $13.9M of cash; after $1.4M of capital spending, free cash flow was $12.5M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Schrodinger, Inc.'s next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What Schrodinger, Inc. does

Schrodinger, Inc. is registered with the SEC under industry code SIC 2834 (Pharmaceutical Preparations). Its shares trade on NASDAQ under the ticker SDGR.

Revenue and profit by year

Revenue
FY20: $85.5M $85.5M FY20FY20: $108.1M $108.1M FY20FY21: $137.9M $137.9M FY21FY22: $181M $181M FY22FY23: $216.7M $216.7M FY23FY24: $207.5M $207.5M FY24FY25: $255.9M $255.9M FY25
Net income
FY20: -$24.6M -$24.6M FY20FY20: -$24.5M -$24.5M FY20FY21: -$100.4M -$100.4M FY21FY22: -$149.2M -$149.2M FY22FY23: $40.7M $40.7M FY23FY24: -$187.1M -$187.1M FY24FY25: -$103.3M -$103.3M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$255.9M-$166.9M-$103.3M-$1.41$12.5M
2024$207.5M-$209.3M-$187.1M-$2.57-$164.7M
2023$216.7M-$177.4M$40.7M$0.54-$150.1M
2022$181M-$146.8M-$149.2M-$2.10-$127.7M
2021$137.9M-$111.4M-$100.4M-$1.42-$77.8M
2020$108.1M-$60.9M-$24.5M-$0.41$14.2M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around February 24, 2027.

Estimated from its filing rhythm: 52 weeks after its report of February 25, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where SDGR ranks in Health care

Revenue$255.9M
#253 of 751 in Health care · Top 34%
Revenue growth+23.3%
#163 of 532 in Health care · Top 31%
Net margin-40.4%
#383 of 544 in Health care · Bottom 30%
Free cash flow margin4.9%
#180 of 490 in Health care · Top 37%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Health care

Latest SEC filings

What Schrodinger, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 4, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 19% to $64.5M versus the same quarter last year; diluted EPS -$0.50 versus -$0.45.
  2. November 4, 2026
  3. August 5, 2026
  4. August 5, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 7.5% to $58.9M versus the same quarter last year; diluted EPS $0.08 versus -$0.59.
  5. August 5, 2026
  6. June 29, 2026
  7. June 23, 2026
  8. June 8, 2026
  9. May 20, 2026
  10. May 15, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on November 9, 2026. Insider transactions on SEC

What is SDGR worth? A DCF from its reported cash flow

Insider trades

What the people running Schrodinger, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $928K worth of shares in the last 90 days and bought none on the open market. All of the selling was pre-planned under Rule 10b5-1 trading plans.

Bought (open market)
$0
last 90 days
Sold
$928K
last 90 days
Net sold
31,599
$928K
DateInsiderWhatSharesPriceValueFiling
September 17, 2026 Akinsanya KarenSee Remarks Exercised options 31,599 $4.34 $137.1K Form 4
September 17, 2026 Akinsanya KarenSee Remarks Soldpre-planned (10b5-1) 10,000 $28.00 $280K Form 4
September 17, 2026 Akinsanya KarenSee Remarks Soldpre-planned (10b5-1) 21,599 $30.00 $648K Form 4
July 16, 2026 Jain RachitEVP & CFO Soldpre-planned (10b5-1) 875 $15.60 $13.6K Form 4
June 26, 2026 Friesner RichardDirector Gave as a giftindirect 679,373 - - Form 4
June 26, 2026 Friesner RichardDirector Gave as a giftindirect 679,373 - - Form 4
June 22, 2026 Ginsberg Gary LDirector Received as pay 8,141 - - Form 4
June 22, 2026 Oberoi ArunDirector Received as pay 8,141 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns SDGR

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Rubric Capital Management LP13G, passive with 1 related filers 9.28% 6,000,000 May 15, 2026
Vanguard Portfolio Management13G, passive 6.04% 3,911,087 April 29, 2026

Latest filings below 5%: Sumitomo Mitsui Trust Group, Inc. 4.9% (April 30, 2026); The Vanguard Group 0% (March 27, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 231 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.10,521,724$171M+843,164
Gates Foundation Trust6,981,664$113.5M0
Rubric Capital Management LP6,400,000$104M+400,000
Vanguard Portfolio Management LLC3,787,391$61.5M-74,806
Sumitomo Mitsui Trust Group, Inc.2,706,143$44M-484,694
Amova Asset Management Americas, Inc.2,706,143$43.9M-484,694
Vanguard Capital Management LLC2,691,149$43.7M+86,775
State Street Corp2,298,338$37.3M+106,911
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,221,485$36.1M-438,798
ARK Investment Management LLC2,154,018$35M+86,883
Aqr Capital Management LLC1,956,347$31.8M+1,512,189
Geode Capital Management, LLC1,471,182$23.9M+119,686
Morgan Stanley1,245,015$20.2M-126,184
UBS Group AG964,129$15.7M-355,923
Citadel Advisors LLC895,780$14.6M+698,533
Massachusetts Financial Services Co866,942$14.1M-1,817,750
Goldman Sachs Group Inc732,904$11.9M-19,719
Northern Trust Corp649,519$10.6M+76,376
Dimensional Fund Advisors LP636,367$10.3M-247,281
Nuveen, LLC614,314$10M+488,474

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

17 insiders reported holding 2,357,096 shares in total, about $78.7M at the last price.

HolderSharesAs of
Friesner RichardDirector 1,369,738679,373 held indirectly June 26, 2026
Farid RamyPresident & CEO, Director 405,351 April 17, 2026
Lorton Kenneth PatrickEVP, CTO & COO, Software 89,241 March 5, 2026
Akinsanya KarenSee Remarks 69,956 September 17, 2026
Abel Robert LorneSee Remarks 55,897 March 4, 2026
Tran YvonneEVP, CLO & CPO 52,683 March 5, 2026
Jain RachitEVP & CFO 50,877 July 16, 2026
Herman JennyCAO 34,804 March 6, 2026
Aklian Mannix VartanSee Remarks 31,193 March 2, 2026
Lynton MichaelDirector 25,388 June 22, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about SDGR

What does Schrodinger, Inc. do?

Schrodinger, Inc. is a company in the Health care sector, listed on NASDAQ as SDGR. Its shares trade on NASDAQ under the ticker SDGR.

What is Schrodinger, Inc.'s net worth?

Schrodinger, Inc. has a market value (market cap) of $2.5B at the latest share price, and shareholders' equity of $301.8M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Schrodinger, Inc. profitable?

No. Over the twelve months to September 30, 2026 it reported a net loss of $59.3M on revenue of $269.2M.

How much revenue does Schrodinger, Inc. make?

Over the twelve months to September 30, 2026 Schrodinger, Inc. reported revenue of $269.2M. That is 4.8% more than a year earlier.

When did Schrodinger, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the planned insider sale from November 9, 2026.

When is Schrodinger, Inc.'s next earnings report?

Schrodinger, Inc.'s next report is expected around February 24, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

Similar companies

Compare SDGR with

Compare SDGR with any company

Follow SDGR

Get an email when Schrodinger, Inc. files with the SEC: results, executive changes, material agreements and annual reports.

Free, no password. An email when SDGR files with the SEC.

Where the numbers come from

Financial figures are the values Schrodinger, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.