SDGR
Schrödinger, Inc. · Technology · Software - Application
Señales de momentum (gestores comparables):
amplitud de titulares -9.1% ·
flujo de acciones +0.5% ·
nuevas posiciones netas -10.0%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | -6 | 45.79M | $744.11M | +7 | −13 |
| Q1 2026 | 88 | +3 | 47.42M | $539.10M | +15 | −12 |
| Q4 2025 | 85 | +1 | 55.86M | $998.79M | +1 | — |
| Q3 2025 | 17 | 0 | 34.63M | $694.62M | — | −1 |
| Q2 2025 | 15 | +2 | 31.67M | $637.24M | +2 | — |
| Q1 2025 | 10 | -1 | 15.30M | $302.00M | — | −1 |
| Q4 2024 | 11 | 0 | 15.00M | $289.39M | +1 | −1 |
| Q3 2024 | 10 | -1 | 14.27M | $264.67M | +1 | −2 |
| Q2 2024 | 11 | — | 14.19M | $274.48M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gates Foundation Trust ✦ | 6.98M | 0.0% | $129.51M | 0.3% | Held | 2 | SEC ↗ |
| 2 | ARK Investment Management ✦ | 2.34M | -4.5% | $43.34M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 1.98M | -6.8% | $36.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 1.98M | -6.8% | $36.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Baillie Gifford ✦ | 1.98M | -6.8% | $36.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 1.98M | -6.8% | $36.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 1.32M | +1.9% | $24.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 1.32M | +1.9% | $24.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 535.12K | +9.7% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 508.67K | +120.2% | $9.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 508.67K | +120.2% | $9.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Capital World Investors ✦ | 340.00K | 0.0% | $6.31M | 0.0% | Held | 2 | SEC ↗ |
| 13 | Norges Bank ✦ (pasivo) | 149.49K | +3.8% | $2.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Marshall Wace ✦ | 77.17K | Nuevo | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 77.17K | Nuevo | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 38.63K | +1.4% | $717,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $1.43M | 0.0% |
| Marshall Wace | $1.43M | 0.0% |
Posición cerrada
| Bridgewater Associates | $1.68M | era 0.0% |
| D. E. Shaw & Co. | $278,457 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 226 tenedores, 65.56M acciones, $728.29M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.