UBS O'Connor’s Schrodinger SDGR Stock Holding History

UBS O'Connor’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
2024 Q4	–	Sell	-30,000	Closed	-$3K	–	560
2024 Q3	$3K	Sell	30,000 -40,000	-57%	-$822K	﹤0.01%	490
2024 Q2	$33.5K	Buy	+70,000	New	+$1.61M	﹤0.01%	463

Other funds holding SDGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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 $10.9B AUM 70.31% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

UBS O'Connor's SDGR Position: Q3 2025 in Review

UBS O'Connor sold out of Schrodinger (SDGR) in Q3 2025, closing a stake of 24,358 shares — an estimated $490K sold.

UBS O'Connor first reported a position in SDGR in Q1 2020 and held it in 16 quarters. The position peaked at $1.99M in Q3 2022. 225 funds tracked by Wall St. Rank hold SDGR as of Q3 2025.

UBS O'Connor reported no remaining Schrodinger position as of Q3 2025 after selling out during the quarter.
UBS O'Connor sold 24,358 Schrodinger shares in Q3 2025, an estimated $490K.
UBS O'Connor first reported a position in Schrodinger in Q1 2020 and held it in 16 quarters.
UBS O'Connor's Schrodinger position peaked at $1.99M in Q3 2022.
225 funds tracked by Wall St. Rank held Schrodinger as of Q3 2025.

Based on UBS O'Connor's 13F filing for Q3 2025, filed 14 Nov 2025.