Stifel Financial’s Schrodinger SDGR Stock Holding History

Stifel Financial’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	$1M	Buy	88,179 +47,768	+118%	+$660K	﹤0.01%	2459
2025 Q4	$723K	Sell	40,411 -4,880	-11%	-$92.5K	﹤0.01%	2646
2025 Q3	$909K	Buy	45,291 +16,895	+59%	+$339K	﹤0.01%	2450
2025 Q2	$571K	Buy	28,396 +12,280	+76%	+$280K	﹤0.01%	2699
2025 Q1	$318K	Sell	16,116 -1,390	-8%	-$31.3K	﹤0.01%	2936
2024 Q4	$338K	Sell	17,506 -10,035	-36%	-$195K	﹤0.01%	2905
2024 Q3	$511K	Buy	27,541 +3,020	+12%	+$62K	﹤0.01%	2670
2024 Q2	$474K	Buy	+24,521	New	+$565K	﹤0.01%	2651
2023 Q3	–	Sell	-19,406	Closed	-$969K	–	3391
2023 Q2	$969K	Buy	+19,406	New	+$656K	﹤0.01%	2101
2021 Q4	–	Sell	-3,876	Closed	-$212K	–	3455
2021 Q3	$212K	Buy	3,876 +1,212	+45%	+$77.5K	﹤0.01%	3104
2021 Q2	$201K	Sell	2,664 -199	-7%	-$14.4K	﹤0.01%	3134
2021 Q1	$218K	Buy	+2,863	New	+$257K	﹤0.01%	2977

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

RCMNY

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NAMA

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Stifel Financial's SDGR Position: Q1 2026 in Review

Stifel Financial increased its Schrodinger (SDGR) stake by 118% in Q1 2026, buying an estimated $660K and bringing the position to 88,179 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2459.

Stifel Financial first reported a position in SDGR in Q1 2021 and has held it in 12 quarters since. 227 funds tracked by Wall St. Rank hold SDGR as of Q1 2026.

Stifel Financial held 88,179 shares of Schrodinger worth $1M as of Q1 2026.
Stifel Financial bought 47,768 Schrodinger shares in Q1 2026, an estimated $660K.
Schrodinger made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2459 holding.
Stifel Financial first reported a position in Schrodinger in Q1 2021 and has held it in 12 quarters since.
227 funds tracked by Wall St. Rank held Schrodinger as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.