Plante Moran Financial Advisors, LLC
Position in SDGR — Schrodinger, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in SDGR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$520
-$2,099 QoQ
Shares Held
32
-67.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#216
of 229 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $25,066 across 8 Health Information Services names. SDGR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEM |
Tempus AI, Inc.
|
215 | $12,454 | |
| 2 | VEEV |
Veeva Systems Inc
|
28 | $4,969 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
173 | $4,451 | |
| 4 | BTSG |
BrightSpring Health Services, Inc.
|
25 | $1,743 | |
| 5 | SDGR |
Schrodinger, Inc.
This page
|
32 | $520 | |
| 6 | OMCL |
Omnicell, Inc.
|
11 | $456 | |
| 7 | CERT |
Certara, Inc.
|
64 | $419 | |
| 8 | HSTM |
Healthstream Inc
|
2 | $54 |
All Filings in SDGR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520 | 32 | Shares | Sole | 2026-08-06 | |
| 2024-03-31 | $2,619 | 97 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||