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. develops a physics-based computational platform used for drug discovery and materials science and licenses related software while pursuing proprietary and partnered drug programs. For the three months ended June 30, 2026, it generated $58,889 (in thousands) of revenue, up from $54,759 (in thousands) a year earlier. Software products and services contributed $32,544 (in thousands), drug discovery $22,986 (in thousands), and contribution revenue $3,359 (in thousands).
Gross profit was $32,432 (in thousands), with an operating loss of $41,547 (in thousands). A $45,868 (in thousands) gain from equity investments and $3,026 (in thousands) of other income produced net income of $5,975 (in thousands), versus a net loss of $43,173 (in thousands) in the prior-year quarter. For the first six months of 2026, revenue was $117,476 (in thousands) and the net loss was $54,051 (in thousands).
As of June 30, 2026, cash, cash equivalents, restricted cash, and marketable securities totaled $418,802, with total assets of $640,394 (in thousands) and stockholders’ equity of $328,956 (in thousands). Deferred revenue was $149,925, and remaining performance obligations were $189,066, about 63% expected to be recognized within 12 months. Significant collaboration agreements with Bristol Myers Squibb and Novartis include potential milestones of $482.0 million and $2.272 billion, respectively, recognized over time as performance obligations are met.
Schrödinger, Inc. reported Q2 2026 total revenue of $58.9 million, an 8% increase from Q2 2025, with ACV of $29.6 million, a 27% increase and $208 million on a trailing four-quarter basis. Drug discovery revenue rose to $23.0 million, supported by a $10 million collaboration milestone related to the Ajax Therapeutics acquisition, while software revenue declined 10% to $32.5 million as the company accelerated its transition to hosted licensing.
Software gross margin was 71% and operating expenses fell 6% to $74.0 million. Other income was $48.9 million, primarily from a gain associated with Eli Lilly and Company’s acquisition of Ajax Therapeutics, resulting in net income of $6.0 million compared with a $43.2 million net loss a year earlier. Cash, cash equivalents, restricted cash and marketable securities totaled $418.8 million.
For 2026, Schrödinger expects ACV of $218–$228 million, representing 10–15% growth, and raised drug discovery revenue guidance to $65–$75 million. The company launched its agentic AI co-scientist Bunsen, expanded a strategic software agreement with Bristol Myers Squibb, signed a global discovery collaboration with Simcere, and highlighted peer-reviewed research validating its physics-based platform.
Schrodinger, Inc. EVP & CFO Rachit Jain reported selling 875 shares of common stock on July 16, 2026, at a weighted average price of $15.597 per share. The broker-assisted sale was executed under a Rule 10b5-1 durable automatic instruction to satisfy withholding tax liability from vested RSUs and is not a discretionary trade. Following the sale, Jain directly holds 50,877 shares, which include 43,154 unvested RSUs.
Rachit Jain plans to sell SDGR common stock through Fidelity Brokerage Services LLC. The planned transaction covers 875 shares of common stock on NASDAQ on 07/16/2026, with an aggregate market value of $13,647.11. These shares arise from Restricted Stock Vesting dated 07/15/2026 and are categorized as compensation.
The disclosure also notes a prior sale during the last three months of 844 shares of common stock on 04/16/2026 for an aggregate sale price of $10,758.47.
Schrodinger, Inc. director Richard Friesner reported estate-planning transfers involving Schrodinger common stock. Two bona fide gifts totaling 1,358,746 shares were made on June 26, 2026 through entities described as the RF 2018 GRAT and a grantor retained annuity trust, with shares now held by the RF 2018 Family Trust and similar vehicles rather than sold on the market.
Following these changes, Friesner is shown as directly owning 705,917 shares of common stock, which include 8,141 unvested RSUs and 2,335 shares transferred from the RF 2018 GRAT. An additional 28,328 shares are reported as indirectly owned through his spouse. Shares held by the Family Trust, where his spouse is a trustee and his children are beneficiaries, are reported with a disclaimer of beneficial ownership except for any pecuniary interest.
Schrödinger, Inc. disclosed that it received a cash payment of approximately $57 million in connection with Eli Lilly and Company’s acquisition of Ajax Therapeutics, Inc., a company co-founded by Schrödinger. In addition to this upfront payment, Schrödinger is eligible for further cash payments if Ajax achieves specified clinical and regulatory milestones.
Schrodinger, Inc. director Arun Oberoi reported equity awards consisting of common stock and stock options granted as compensation. He received 8,141 shares of common stock at no cost, structured as restricted stock units under the company’s 2022 Equity Incentive Plan. These RSUs were granted on June 22, 2026 and will vest on the twelve-month anniversary of the grant date, or earlier if the next annual meeting of stockholders occurs sooner, subject to continued service. He was also granted a stock option for 13,313 shares of common stock at an exercise price of $15.23 per share, expiring on June 22, 2036, with the same vesting schedule. Following these awards, Oberoi directly holds 25,388 shares of common stock, which includes the 8,141 unvested RSUs.
Schrodinger, Inc. director Jeffrey Chodakewitz reported equity awards rather than open-market trades. He received 8,141 restricted stock units (RSUs), each representing one future share of common stock, and 13,313 stock options with an exercise price of $15.23 per share.
The RSUs and options were granted on June 22, 2026 and are scheduled to vest on the twelve-month anniversary of grant, or earlier if the next annual stockholder meeting occurs sooner, subject to continued service. Following the RSU grant, his direct common stock holdings total 25,388 shares, including 8,141 unvested RSUs. The stock options are scheduled to expire on June 22, 2036. Settlement of the RSUs is deferred until separation from service or certain change in control events.
Schrodinger, Inc. director Richard Friesner reported new equity awards and updated share holdings. He received 8,141 restricted stock units (RSUs) under the 2022 Equity Incentive Plan, each representing one share of common stock. These RSUs vest on the 12‑month anniversary of the June 22, 2026 grant date, or earlier if the next annual shareholder meeting occurs sooner, subject to continued service.
Friesner was also granted a stock option for 13,313 shares of common stock at an exercise price of $15.23 per share, expiring in 2036 and vesting on the same schedule. Following these awards, he holds 690,365 common shares directly, which include the 8,141 unvested RSUs, plus indirect holdings of 28,328 shares held by his spouse and 694,925 shares held by the RF 2018 grantor retained annuity trust.