Stephens Inc’s Schrodinger SDGR Stock Holding History

Stephens Inc’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	-12,618	Closed	-$226K	–	1375
2025 Q4	$226K	Buy	12,618 +1,724	+16%	+$32.7K	﹤0.01%	1153
2025 Q3	$219K	Buy	10,894 +944	+9%	+$19K	﹤0.01%	1180
2025 Q2	$200K	Buy	+9,950	New	+$227K	﹤0.01%	1179
2024 Q2	–	Sell	-1,879	Closed	-$50.7K	–	1344
2024 Q1	$50.7K	Buy	1,879 +655	+54%	+$18.3K	﹤0.01%	1280
2023 Q4	$43.8K	Hold	1,224	–	–	﹤0.01%	1215
2023 Q3	$34.6K	Sell	1,224 -291	-19%	-$11.7K	﹤0.01%	1176
2023 Q2	$75.6K	Buy	1,515 +1,140	+304%	+$38.5K	﹤0.01%	1142
2023 Q1	$9.87K	Hold	375	–	–	﹤0.01%	1181
2022 Q4	$7.01K	Hold	375	–	–	﹤0.01%	1163
2022 Q3	$9K	Hold	375	–	–	﹤0.01%	1196
2022 Q2	$10K	Hold	375	–	–	﹤0.01%	1220
2022 Q1	$13K	Hold	375	–	–	﹤0.01%	1310
2021 Q4	$13K	Hold	375	–	–	﹤0.01%	1332
2021 Q3	$21K	Hold	375	–	–	﹤0.01%	1331
2021 Q2	$28K	Hold	375	–	–	﹤0.01%	1308
2021 Q1	$29K	Buy	+375	New	+$33.7K	﹤0.01%	1268

Other funds holding SDGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Sumitomo Mitsui Trust Group

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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