Ground Swell Capital’s Schrodinger SDGR Stock Holding History

Ground Swell Capital’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
2025 Q3	–	Sell	-10,889	Closed	-$219K	–	222
2025 Q2	$219K	Buy	+10,889	New	+$249K	0.35%	49

Other funds holding SDGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Ground Swell Capital's SDGR Position: Q3 2025 in Review

Ground Swell Capital sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 10,889 shares — an estimated $219K sold.

Ground Swell Capital first reported a position in SDGR in Q2 2025 and held it in 1 quarter. The position peaked at $219K in Q2 2025. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

Ground Swell Capital reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
Ground Swell Capital sold 10,889 Schrodinger shares in Q3 2025, an estimated $219K.
Ground Swell Capital first reported a position in Schrodinger in Q2 2025 and held it in 1 quarter.
Ground Swell Capital's Schrodinger position peaked at $219K in Q2 2025.
224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.