Schrodinger, Inc. received an updated ownership report from Rubric Capital Management and David Rosen. They report beneficial ownership of 4,171,498 shares of Schrodinger common stock, representing 6.47% of the company’s outstanding shares.
The shares are held through Rubric-managed funds, including Rubric Capital Master Fund LP, with Rubric and Rosen sharing voting and dispositive power over the reported stake. The percentage ownership is calculated using 64,500,510 Schrodinger shares outstanding as of October 29, 2025, as disclosed in the company’s recent quarterly report. The filers certify that the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Schrodinger.
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FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What ownership stake in Schrodinger (SDGR) does Rubric Capital report?
Rubric Capital and David Rosen report beneficial ownership of 4,171,498 Schrodinger common shares, representing 6.47% of the outstanding stock. This stake reflects shares held through Rubric-managed funds, with shared voting and dispositive power over the position.
Who are the reporting persons in this Schrodinger (SDGR) Schedule 13G/A?
The filing identifies Rubric Capital Management LP and David Rosen as reporting persons. Rubric Capital advises certain funds holding Schrodinger shares, and Rosen is the Managing Member of Rubric Capital’s general partner, with shared authority over the reported shares.
How was Rubric Capital’s 6.47% ownership in Schrodinger (SDGR) calculated?
The 6.47% figure is based on 64,500,510 Schrodinger common shares outstanding as of October 29, 2025, as disclosed in Schrodinger’s Form 10-Q. Rubric’s 4,171,498 shares are measured against this outstanding share count.
Which Rubric entity holds more than 5% of Schrodinger (SDGR) shares?
The filing states that Rubric Capital Master Fund LP, one of the Rubric Funds, has the right to receive or direct dividends and sale proceeds from more than 5% of Schrodinger’s common stock, reflecting its significant economic interest in the company.
What does Rubric Capital say about its intentions toward Schrodinger (SDGR)?
The filers certify the Schrodinger shares were acquired and are held in the ordinary course of business. They state the holdings are not for the purpose of changing or influencing control of Schrodinger and are not part of a control-related transaction.
When is the ownership event date for this Schrodinger (SDGR) Schedule 13G/A?
The Schedule 13G/A lists December 31, 2025 as the date of the event requiring the filing. This reflects the point at which the reported beneficial ownership position met the regulatory threshold for disclosure.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 2)
Schrodinger, Inc.
(Name of Issuer)
Common Stock, $0.01 par value per share
(Title of Class of Securities)
80810D103
(CUSIP Number)
12/31/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
80810D103
1
Names of Reporting Persons
Rubric Capital Management LP
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
4,171,498.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,171,498.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,171,498.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.47 %
12
Type of Reporting Person (See Instructions)
IA, PN
SCHEDULE 13G
CUSIP No.
80810D103
1
Names of Reporting Persons
David Rosen
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
4,171,498.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
4,171,498.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
4,171,498.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.47 %
12
Type of Reporting Person (See Instructions)
HC, IN
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Schrodinger, Inc.
(b)
Address of issuer's principal executive offices:
1540 Broadway, 24th Floor, New York, NY 10036
Item 2.
(a)
Name of person filing:
This statement is filed by:
(i) Rubric Capital Management LP ("Rubric Capital"), the investment adviser to certain investment funds and/or accounts (collectively, the "Rubric Funds") that hold the shares of common stock, $0.01 par value (the "Common Stock") of Schrodinger, Inc., a Delaware corporation (the "Issuer") reported herein; and
(ii) David Rosen ("Mr. Rosen"), Managing Member of Rubric Capital Management GP LLC, the general partner of Rubric Capital.
The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons."
The filing of this statement should not be construed as an admission that any of the forgoing persons or any Reporting Person is, for the purposes of Section 13 of the Act, the beneficial owner of the Shares reported herein.
(b)
Address or principal business office or, if none, residence:
The address of the principal business office of each of the Reporting Persons is 155 East 44th St, Suite 1630, New York, NY 10017.
(c)
Citizenship:
Rubric Capital is a Delaware limited partnership. Mr. Rosen is a citizen of the United States of America.
(d)
Title of class of securities:
Common Stock, $0.01 par value per share
(e)
CUSIP No.:
80810D103
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Items 4(a) is set forth in Row- 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
The percentage set forth in Row (11) of the cover page for each of the Reporting Persons and in Item 4(b) is based on the 64,500,510 shares of Common Stock outstanding as of October 29, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2025 filed with the Securities and Exchange Commission on November 5, 2025.
(b)
Percent of class:
6.47 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference.
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
See Item 2(a). Rubric Capital Master Fund LP, a Rubric Fund, has the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, more than 5% of the Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
