Welcome to our dedicated page for Schrodinger SEC filings (Ticker: SDGR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Schrödinger, Inc. filings document an operating company with Software and Drug Discovery segments, including reported financial results, software revenue metrics, and disclosures about its computational platform for molecular discovery. Form 8-K reports furnish results of operations and material events, while other filings address clinical or regulatory disclosures and capital-structure matters.
Proxy and governance filings cover director elections, executive compensation, equity awards and shareholder voting matters. The record also includes disclosures about officer appointments, separation arrangements, compensatory matters, and voting rights for common stock and limited common stock, tying governance and ownership topics to the company's public-company structure.
Schrödinger, Inc. announced a leadership change and reaffirmed its financial outlook. On May 18, 2026, Mannix Aklian ceased serving as Chief Commercial Officer and Global Head of Software Sales and Marketing, effective immediately. Former Executive Vice President, Sales, Paul Davie is returning as interim Chief Commercial Officer and Global Head of Software Sales and Marketing while a search is conducted for a permanent replacement.
The company also reaffirmed its previously issued full-year 2026 and second-quarter 2026 financial and operational guidance that was provided with its first-quarter 2026 earnings release on May 5, 2026. Schrödinger highlights that its outlook and other forward-looking statements are subject to risks, including the ability to retain and hire key personnel and demand for its software platform.
Schrodinger, Inc. amendment discloses that Rubric Capital Management and David Rosen beneficially own 6,000,000 shares of Common Stock, representing 9.28% of the class based on 64,660,908 shares outstanding as of February 18, 2026. The filing is presented as Amendment No. 3 to a Schedule 13G/A and states the reported shares reflect shared voting and dispositive power.
The statement identifies Rubric Capital Master Fund LP as a Rubric Fund with the right to receive dividends or proceeds for more than 5% of the class. The filing is signed by representatives of the reporting persons on May 15, 2026.
Schrödinger, Inc. reported Q1 2026 revenue of $58.6 million, roughly flat year over year as lower software sales were offset by stronger drug discovery revenue. Software products and services contributed $35.6 million, while drug discovery revenue more than doubled to $22.9 million.
The company posted a net loss of $60.0 million, or $0.81 per share, similar to the prior-year period, driven by continued R&D and operating expenses. Gross profit was $29.5 million against operating expenses of $78.3 million.
Liquidity remains substantial, with $406.4 million in cash, cash equivalents, restricted cash, and marketable securities as of March 31, 2026, after $14.8 million of operating cash outflow. Collaboration activity continued, including $11.7 million from Novartis and $0.7 million from Bristol Myers Squibb.
Schrödinger, Inc. reported first quarter 2026 revenue of $58.6 million, down 2% from a year earlier, as it advances a shift to hosted software. Annual contract value (ACV) was $28.4 million for the quarter and $201 million on a trailing four-quarter basis, reflecting 12% growth.
Software revenue declined 21% to $35.6 million, while drug discovery revenue more than doubled to $22.9 million due to accelerated recognition of deferred collaboration revenue and one program’s discontinuation. Net loss was $60.0 million, or $0.81 per share, and adjusted EBITDA was a loss of $37.7 million.
The company ended the quarter with $406 million in cash, cash equivalents, restricted cash and marketable securities and reaffirmed 2026 guidance, including ACV of $218–$228 million and drug discovery revenue of $55–$65 million. Schrödinger also highlighted its upcoming agentic AI “co-scientist” Bunsen and the announced up to $2.3 billion sale of co-founded Ajax Therapeutics, in which it held a 5.8% equity stake as of year-end 2025.
SDGR filing of Form 144 notices for proposed sales of Common Stock by an insider/beneficial holder. The notice lists multiple restricted‑stock vesting and sale entries, including sales reported by Jenny Herman of 752, 775, and 608 shares on 02/10/2026, 03/05/2026, and 03/06/2026, respectively, with dollar amounts shown alongside each trade. The broker listed is Fidelity Brokerage Services LLC and the filing includes a 05/01/2026 date line.
Schrodinger, Inc. ownership disclosure: an amendment to a Schedule 13G/A reports that Sumitomo Mitsui Trust Group, Inc. and Amova Asset Management Co., Ltd. beneficially own 3,190,837 shares of common stock, representing 4.9% of the class.
The filing shows these holders report shared voting power and shared dispositive power over 3,190,837 shares. The filing lists CUSIP 80810D103 and is signed on 04/30/2026.
Vanguard Portfolio Management reports beneficial ownership of 3,911,087 shares of Schrodinger Inc. The filing shows 3,911,087 shares (representing 6.04% of the class) as of 03/31/2026. Vanguard Portfolio Management discloses sole voting power for 48,890 shares and sole dispositive power for 3,911,087 shares. The filing states these holdings include securities held by Vanguard funds and other client accounts for which Vanguard Portfolio Management or its affiliates exercise dispositive power.
Schrödinger, Inc. has called a virtual 2026 annual stockholder meeting for June 22, 2026, asking investors to elect three Class III directors, approve an advisory say‑on‑pay vote, amend its 2022 Equity Incentive Plan, and ratify KPMG as auditor.
The equity plan amendment would add 3,000,000 shares of common stock to the plan’s reserve, supporting future stock‑based awards and representing about 4.02% of the 65,383,310 common and 9,164,193 limited common shares outstanding as of April 1, 2026. The board unanimously recommends voting FOR all four proposals.
Schrodinger, Inc. President & CEO Ramy Farid reported option exercises and related share sales. He exercised stock options to acquire a total of 160,527 shares of common stock at an exercise price of $3.070 per share.
On April 16, 2026, he exercised options for 43,000 shares and sold 43,000 shares at a weighted average price of $12.331 per share. On April 17, 2026, he exercised additional options for 117,527 shares (in two tranches) and sold 43,000 shares at a weighted average price of $12.208 per share.
According to the filing, these transactions were effected under a Rule 10b5-1 trading plan adopted on September 2, 2025. After the transactions, Farid directly holds 330,824 shares of common stock, including 132,634 unvested RSUs, and the reported option grant from May 11, 2016 is fully vested and now exercised.