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NEOS Investment Management’s Schrodinger SDGR Stock Holding History

NEOS Investment Management’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
Q1 		– Sell
-20,373
Closed -$364K – 644
2025
Q4 		$364K Buy
20,373
+3,540
+21% +$67.1K ﹤0.01% 629
2025
Q3 		$338K Sell
16,833
-660
-4% -$13.3K ﹤0.01% 603
2025
Q2 		$352K Buy
17,493
+1,036
+6% +$23.7K ﹤0.01% 574
2025
Q1 		$325K Sell
16,457
-18,331
-53% -$412K 0.01% 551
2024
Q4 		$671K Buy
34,788
+6,517
+23% +$127K 0.02% 469
2024
Q3 		$524K Buy
28,271
+10,545
+59% +$217K 0.02% 487
2024
Q2 		$343K Buy
17,726
+5,739
+48% +$132K 0.01% 508
2024
Q1 		$324K Buy
11,987
+352
+3% +$9.84K 0.02% 479
2023
Q4 		$417K Buy
+11,635
New +$337K 0.04% 320

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NEOS Investment Management's SDGR Position: Q1 2026 in Review

NEOS Investment Management sold out of Schrodinger (SDGR) in Q1 2026, closing a stake of 20,373 shares — an estimated $364K sold.

NEOS Investment Management first reported a position in SDGR in Q4 2023 and held it in 9 quarters. The position peaked at $671K in Q4 2024. 228 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

  • NEOS Investment Management reported no remaining Schrodinger position as of Q1 2026 after selling out during the quarter.
  • NEOS Investment Management sold 20,373 Schrodinger shares in Q1 2026, an estimated $364K.
  • NEOS Investment Management first reported a position in Schrodinger in Q4 2023 and held it in 9 quarters.
  • NEOS Investment Management's Schrodinger position peaked at $671K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.