Edgestream Partners
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Edgestream Partners’s Schrodinger SDGR Stock Holding History

Edgestream Partners’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.27M Buy
+169,757
New +$3.34M 0.14% 272
2023
Q4 		– Sell
-34,163
Closed -$966K – 1041
2023
Q3 		$966K Buy
+34,163
New +$1.38M 0.08% 410

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Edgestream Partners's SDGR Position: Q3 2026 in Review

Edgestream Partners opened a new position in Schrodinger (SDGR) in Q3 2026: 169,757 shares worth $5.27M. The stake represents 0.14% of the portfolio and ranks #272 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SDGR as recently as Q3 2023.

Edgestream Partners first reported a position in SDGR in Q3 2023 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Edgestream Partners held 169,757 shares of Schrodinger worth $5.27M as of Q3 2026.
  • Schrodinger was a new Edgestream Partners position in Q3 2026.
  • Schrodinger made up 0.14% of Edgestream Partners's portfolio in Q3 2026, its #272 holding.
  • Edgestream Partners first reported a position in Schrodinger in Q3 2023 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.