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.
The Schrödinger, Inc. (SDGR) SEC filings page on Stock Titan provides access to the company’s U.S. Securities and Exchange Commission disclosures, alongside AI-powered tools that help interpret key documents. As a Nasdaq-listed issuer, Schrödinger files current reports on Form 8-K, annual reports on Form 10-K and quarterly reports on Form 10-Q, among other documents, to provide transparency into its operations, governance and financial condition.
Recent Form 8-K filings illustrate the range of topics covered in SDGR’s regulatory reporting. The company has furnished press releases announcing quarterly financial results under Item 2.02, giving detail on software revenue, drug discovery revenue, software gross margin, operating expenses, cash position and non-GAAP measures. Other 8-K filings describe matters such as the submission of proposals to stockholders at the annual meeting, voting outcomes for director elections, advisory votes on executive compensation and ratification of the independent registered public accounting firm.
Schrödinger has also used Form 8-K to disclose executive compensation and separation arrangements under Item 5.02, including a separation and release of claims agreement with a former executive vice president and chief financial officer. These filings outline severance-related payments, equity vesting terms, COBRA-related benefits and other contractual provisions, providing insight into the company’s executive compensation framework.
On Stock Titan, users can review SDGR’s 10-K and 10-Q filings for detailed discussions of its software and drug discovery activities, risk factors, segment information and accounting policies. AI-powered summaries help explain lengthy filings by highlighting important sections, such as revenue breakdowns between software and drug discovery, non-GAAP reconciliations and disclosures related to collaborations and equity investments. The platform also surfaces Form 4 insider transaction reports, allowing users to track equity awards and share transactions by directors and officers.
With real-time updates from EDGAR and AI-generated overviews, the Schrödinger SEC filings page is intended to make it easier to navigate complex regulatory documents, compare periods and understand how SDGR’s computational platform, collaborations and therapeutics portfolio are reflected in its official disclosures.
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.
Schrodinger, Inc. EVP & CFO Rachit Jain reported an open-market sale of 844 shares of common stock on April 16, 2026 at a weighted average price of $12.747 per share, in multiple trades between $12.59 and $12.82. According to the disclosure, this was a broker-assisted transaction executed under a pre-arranged Rule 10b5-1 durable automatic sale instruction and was made solely to cover withholding tax liability from vesting restricted stock units, not a discretionary trade. Following the sale, Jain directly holds 51,752 shares, which includes 45,497 unvested RSUs, indicating the transaction is small relative to his overall equity position.
Ramy Samir Farid submitted a Form 144 notifying a proposed sale related to the exercise of stock options for 86,000 shares of Common Stock of the issuer associated with symbol SDGR, dated 04/16/2026. The filing also lists recent dispositions of 3,661 shares on 03/05/2026 and 5,560 shares on 03/02/2026 with cash proceeds shown.