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Free · no sign-up · Q2 2026

Which funds own SDGR

Schrodinger in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $35m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
1
at least, of 91 current
Combined value
$35m
as reported
Opened
0
new this quarter
Added to
1
already held
Trimmed or sold out
3
3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
ARK Investment Management LLC
Long-only · $15.4bn book
$35m0.2%2,154,018+$12m+86,883Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 1 of the 95 managers whose filings are on file listed SDGR in Q2 2026, against 1 in Q1 2020. 2 managers fewer than in Q1 2026: 2 sold out, by their own filings.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
059Q1 2020: 120Q2 2020: 3Q3 2020: 4Q4 2020: 5Q1 2021: 221Q2 2021: 3Q3 2021: 5Q4 2021: 8Q1 2022: 722Q2 2022: 9Q3 2022: 6Q4 2022: 5Q1 2023: 523Q2 2023: 6Q3 2023: 6Q4 2023: 5Q1 2024: 624Q2 2024: 4Q3 2024: 3Q4 2024: 3Q1 2025: 425Q2 2025: 4Q3 2025: 5Q4 2025: 3Q1 2026: 326Q2 2026: 1
  • Q1 2020: 1
  • Q2 2020: 3
  • Q3 2020: 4
  • Q4 2020: 5
  • Q1 2021: 2
  • Q2 2021: 3
  • Q3 2021: 5
  • Q4 2021: 8
  • Q1 2022: 7
  • Q2 2022: 9
  • Q3 2022: 6
  • Q4 2022: 5
  • Q1 2023: 5
  • Q2 2023: 6
  • Q3 2023: 6
  • Q4 2023: 5
  • Q1 2024: 6
  • Q2 2024: 4
  • Q3 2024: 3
  • Q4 2024: 3
  • Q1 2025: 4
  • Q2 2025: 4
  • Q3 2025: 5
  • Q4 2025: 3
  • Q1 2026: 3
  • Q2 2026: 1
Their combined reported value
$0$180m$360mQ1 2020: $69m20Q2 2020: $170mQ3 2020: $41mQ4 2020: $124mQ1 2021: $195m21Q2 2021: $207mQ3 2021: $133mQ4 2021: $142mQ1 2022: $162m22Q2 2022: $136mQ3 2022: $133mQ4 2022: $138mQ1 2023: $175m23Q2 2023: $360mQ3 2023: $181mQ4 2023: $225mQ1 2024: $184m24Q2 2024: $95mQ3 2024: $86mQ4 2024: $107mQ1 2025: $107m25Q2 2025: $96mQ3 2025: $119mQ4 2025: $54mQ1 2026: $33m26Q2 2026: $35m
  • Q1 2020: $69m
  • Q2 2020: $170m
  • Q3 2020: $41m
  • Q4 2020: $124m
  • Q1 2021: $195m
  • Q2 2021: $207m
  • Q3 2021: $133m
  • Q4 2021: $142m
  • Q1 2022: $162m
  • Q2 2022: $136m
  • Q3 2022: $133m
  • Q4 2022: $138m
  • Q1 2023: $175m
  • Q2 2023: $360m
  • Q3 2023: $181m
  • Q4 2023: $225m
  • Q1 2024: $184m
  • Q2 2024: $95m
  • Q3 2024: $86m
  • Q4 2024: $107m
  • Q1 2025: $107m
  • Q2 2025: $96m
  • Q3 2025: $119m
  • Q4 2025: $54m
  • Q1 2026: $33m
  • Q2 2026: $35m

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Largest decreases, by shares

No manager on file sold part of it.

ManagerValue over timeFirst listedLargestQ2 2026
ARK Investment Management LLCQ2 2020$197m$35m
Baillie Gifford & CoQ4 2020$148mlast listed Q1 2026
D. E. Shaw & Co.Q1 2020$147mlast listed Q2 2020
MFS Investment ManagementQ4 2024$44mlast listed Q3 2025
Schonfeld Strategic Advisors LLCQ4 2020$33mlast listed Q1 2024
Point72 Asset Management LPQ4 2022$27mlast listed Q4 2022
Farallon Capital Management LLCQ2 2025$22mlast listed Q1 2026
Two Sigma Investments LPQ3 2020$19mlast listed Q4 2021
Capital World InvestorsQ2 2023$17mlast listed Q3 2024
Woodline Partners LPQ4 2021$15mlast listed Q3 2023
Two Sigma Advisers LPQ2 2025$15mlast listed Q3 2025

What SDGR is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SDGR →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

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The holdings, every quarter, and the week between

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