Petrus Trust Company’s Schrodinger SDGR Stock Holding History

Petrus Trust Company’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	-21,177	Closed	-$426K	–	476
2025 Q2	$426K	Buy	+21,177	New	+$483K	0.04%	168
2025 Q1	–	Sell	-18,033	Closed	-$348K	–	751
2024 Q4	$348K	Hold	18,033	–	–	0.03%	379
2024 Q3	$335K	Buy	+18,033	New	+$370K	0.03%	373

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

Petrus Trust Company's SDGR Position: Q3 2025 in Review

Petrus Trust Company sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 21,177 shares — an estimated $426K sold.

Petrus Trust Company first reported a position in SDGR in Q3 2024 and held it in 3 quarters. The position peaked at $426K in Q2 2025. 224 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

Petrus Trust Company reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
Petrus Trust Company sold 21,177 Schrodinger shares in Q3 2025, an estimated $426K.
Petrus Trust Company first reported a position in Schrodinger in Q3 2024 and held it in 3 quarters.
Petrus Trust Company's Schrodinger position peaked at $426K in Q2 2025.
224 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.