CAPTRUST FINANCIAL ADVISORS

Position in SDGR — Schrodinger, Inc.

CIK 1512024 RALEIGH, NC

Position in SDGR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$385,303

-$2,675 QoQ

Shares Held

23,711

+9.3% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#104

of 228 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Healthcare · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $28,393,636 across 16 Health Information Services names. SDGR ranks #7 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEM	Tempus AI, Inc.	283,009	$16,394,711
2	VEEV	Veeva Systems Inc	24,413	$4,332,575
3	HQY	Healthequity, Inc.	45,312	$4,092,579
4	TXG	10x Genomics, Inc.	34,860	$1,336,532
5	PHR	Phreesia, Inc.	39,679	$408,296
6	BTSG	BrightSpring Health Services, Inc.	5,586	$389,567
7	SDGR	Schrodinger, Inc. This page	23,711	$385,303
8	TDOC	Teladoc Health, Inc.	38,374	$325,411

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$385,303	23,711	+9.3%	Shares	Sole	2026-08-13
2025-12-31	$387,978	21,699	+8.3%	Shares	Sole	2026-02-17
2025-09-30	$402,082	20,044	-3.3%	Shares	Sole	2025-11-19
2025-06-30	$417,087	20,730	+19.8%	Shares	Sole	2025-08-15
2025-03-31	$341,699	17,310	+38.9%	Shares	Sole	2025-05-15
2024-12-31	$240,469	12,466	-77.4%	Shares	Sole	2025-02-14
2024-03-31	$1,487,376	55,088	+8.2%	Shares	Sole	2024-05-15
2023-12-31	$1,821,897	50,891	+14.1%	Shares	Sole	2024-02-14
2023-09-30	$1,261,407	44,620	+234742.1%	Shares	Sole	2023-11-15
2022-06-30	$501	19	-24.0%	Shares	Sole	2022-08-23
2022-03-31	$853	25	-45.7%	Shares	Sole	2022-05-16
2021-06-30	$3,478	46	-64.1%	Shares	Sole	2021-08-16
2021-03-31	$9,765	128	-95.7%	Shares	Sole	2021-05-17
2020-06-30	$274,710	3,000	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.