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.
Tran Yvonne reported acquisition or exercise transactions in this Form 4 filing.
Schrodinger, Inc. executive Yvonne Tran, EVP, CLO & CPO, reported equity awards on March 2, 2026. She received a stock option for 34,250 shares with vesting of 25% on March 2, 2027 and the remainder in monthly installments through March 2, 2030, subject to continued service.
She was also granted 17,130 restricted stock units (RSUs) under the 2022 Equity Incentive Plan that vest in four equal annual installments on March 9 of 2027, 2028, 2029 and 2030, subject to continued service. In addition, 13,788 performance-based RSUs from a March 4, 2024 grant had their performance metrics certified on March 2, 2026 and will vest upon the filing of the company’s Form 10-K for the year ended December 31, 2026, subject to continued service.
Schrodinger, Inc. executive Kenneth Patrick Lorton, EVP, CTO & COO, Software, reported equity awards consisting of stock options and restricted stock units. He received a stock option for 34,250 shares, granted on March 2, 2026, that vests 25% on March 2, 2027, with the remainder vesting in equal monthly installments through March 2, 2030, contingent on continued service.
He also acquired 17,130 RSUs under the company’s 2022 Equity Incentive Plan, vesting in four equal annual installments on March 9 of 2027, 2028, 2029 and 2030, subject to continued service. In addition, 20,682 performance-based RSUs from prior 2024 grants were certified as earned on March 2, 2026 and will vest upon the filing of Schrodinger’s Form 10-K for the year ended December 31, 2026, if he remains with the company.
Schrodinger, Inc. chief accounting officer Jenny Herman reported equity awards consisting of stock options and restricted stock units. On March 2, 2026, she acquired options to purchase 8,220 shares of common stock and 9,590 RSUs, both at no cash cost as compensation.
The 9,590 RSUs were granted under the 2022 Equity Incentive Plan and will vest in four equal installments on March 9, 2027, 2028, 2029 and 2030, subject to continued service. The stock option grant is scheduled to vest 25% on March 2, 2027, with the remaining shares vesting in equal monthly installments through March 2, 2030. Following these awards, Herman directly holds 36,187 shares of common stock, including 26,875 unvested RSUs.
Schrodinger, Inc. executive Karen Akinsanya reported several equity awards and a small sale of shares. On March 2, 2026, she received a stock option for 48,500 shares and multiple grants or vesting events of common stock and restricted stock units under company equity plans, with future vesting stretching through 2030 and tied to performance certifications and continued service. The filing also shows the broker-assisted sale of 2,206 shares of common stock at a weighted average price of $11.992 per share under a pre-established Rule 10b5-1 instruction, executed solely to cover withholding taxes from performance-based RSU vesting and described as non-discretionary.
Schrodinger, Inc. officer Mannix Vartan Aklian reported equity awards consisting of stock options and restricted stock units under the company’s 2022 Equity Incentive Plan, as amended. The filing shows a grant of 34,250 stock options at an exercise price of $0.00 per share, with 25% of the underlying shares scheduled to vest on March 2, 2027 and the remaining shares vesting in equal monthly installments through March 2, 2030, subject to continued service.
In addition, Aklian received a grant of 17,130 restricted stock units (RSUs), each representing a contingent right to receive one share of common stock. These RSUs were granted on March 2, 2026 and are scheduled to vest in equal installments on March 9, 2027, 2028, 2029 and 2030, also subject to continued service with the company. Following this grant, the reporting person holds 31,193 unvested RSUs in total.
Schrodinger, Inc. executive Robert Lorne Abel reported equity awards that increase his direct holdings. He received a stock option covering 34,250 shares, granted at an exercise price of $0.00 per share, scheduled to vest 25% on March 2, 2027 and monthly through March 2, 2030, subject to continued service.
He also acquired 17,130 restricted stock units (RSUs) that vest in four equal installments on March 9 of 2027, 2028, 2029 and 2030, and 20,682 performance-based RSUs tied to previously granted awards for which performance achievement was certified on March 2, 2026. These PRSUs are scheduled to vest upon the filing of the company’s Form 10-K for the year ended December 31, 2026, subject to continued service. Following these awards, his direct holdings include an aggregate of 52,949 unvested RSUs.
Schrödinger, Inc. uses a physics-based computational platform to speed discovery of new drugs and materials. In 2025 it generated total revenue of $255.9 million and recorded a net loss of $103.3 million, reflecting continued investment in R&D and platform growth.
Software remains the core business, with software revenue of $199.5 million, up 11% year over year, and annual contract value of $198.5 million. All top 20 global pharma companies by 2024 revenue licensed its tools, underscoring broad industry adoption.
The company deepened partnerships, including a major collaboration with Novartis that brought a $150.0 million upfront payment and up to $2.272 billion in potential milestones across initial programs. Additional collaborations with BMS, Lilly and Otsuka add future milestone and royalty potential.
Schrödinger is advancing proprietary drug candidates such as MALT1 inhibitor SGR‑1505 and Wee1/Myt1 inhibitor SGR‑3515 in Phase 1 trials, while it discontinued CDC7 inhibitor SGR‑2921 after safety concerns. Management plans to seek partners for later-stage development while focusing internally on early discovery and its growing software franchise.
Schrödinger, Inc. reported strong 2025 growth while still operating at a loss. Full-year revenue reached $255.9 million, up 23.3%, driven by $199.5 million of software revenue (up 10.6%) and drug discovery revenue of $56.4 million, more than double the prior year. Net loss narrowed to $103.3 million from $187.1 million, and year-end cash, cash equivalents, restricted cash and marketable securities totaled $402.3 million.
In the fourth quarter, revenue was $87.2 million and the company generated $32.5 million of net income versus a loss a year earlier, helped by $50.1 million of other income. Schrödinger is accelerating a shift from upfront on‑premise licenses to hosted, ratable software contracts, which it expects will pressure reported software revenue in the short to medium term but leave ACV and cash flow unchanged.
For 2026, management expects software ACV of $218–$228 million (10–15% growth) and drug discovery revenue of $55–$65 million, with operating expenses below 2025. The company is targeting positive adjusted EBITDA by the end of 2028 as hosted software becomes the dominant model and software gross margins return to the high‑70% range.