Position in SDGR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,094,681
+$465,281 QoQ
Shares Held
67,365
+21.6% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 228 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $74,493,424 across 19 Health Information Services names. SDGR ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
198,847 | $35,289,377 | |
| 2 | TEM |
Tempus AI, Inc.
|
300,000 | $17,379,000 | |
| 3 | TXG |
10x Genomics, Inc.
|
157,979 | $6,056,914 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
80,323 | $5,601,726 | |
| 5 | HQY |
Healthequity, Inc.
|
21,918 | $1,979,633 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
65,611 | $1,688,171 | |
| 7 | SDGR |
Schrodinger, Inc.
This page
|
67,365 | $1,094,681 | |
| 8 | PHR |
Phreesia, Inc.
|
93,181 | $958,832 |
All Filings in SDGR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,681 | 67,365 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $629,400 | 55,405 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $906,676 | 50,709 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,021,214 | 50,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,023,001 | 50,845 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $803,773 | 40,718 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $796,966 | 41,315 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,068,684 | 57,611 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,040,066 | 53,778 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,290,897 | 47,811 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,952,961 | 54,552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,360,719 | 48,133 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $995,953 | 19,951 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $553,561 | 21,024 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $389,611 | 20,846 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $413,768 | 16,564 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $421,054 | 15,943 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $503,338 | 14,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $318,172 | 9,135 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $412,232 | 7,539 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,104 | 7,302 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $506,031 | 6,633 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $464,469 | 5,866 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $270,864 | 2,958 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||