Position in SDGR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$85,637
+$68,643 QoQ
Shares Held
5,270
+252.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 229 holders
Holding Since
Dec 2020
21 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, 2026Allworth Financial LP holds $1,429,867 across 30 Health Information Services names. SDGR ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
3,340 | $592,749 | |
| 2 | HQY |
Healthequity, Inc.
|
2,464 | $222,548 | |
| 3 | SDGR |
Schrodinger, Inc.
This page
|
5,270 | $85,637 | |
| 4 | TXG |
10x Genomics, Inc.
|
2,060 | $78,980 | |
| 5 | PHR |
Phreesia, Inc.
|
5,613 | $57,757 | |
| 6 | TEM |
Tempus AI, Inc.
|
837 | $48,487 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,879 | $48,346 | |
| 8 | DOCS |
Doximity, Inc.
|
2,043 | $42,371 |
All Filings in SDGR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,637 | 5,270 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,994 | 1,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,886 | 497 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,295 | 264 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $5,311 | 264 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,086 | 207 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,337 | 173 | Shares | Sole | 2025-01-30 | |
| 2024-03-31 | $1,188 | 44 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,969 | 55 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,063 | 73 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,444 | 69 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,816 | 69 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,289 | 69 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,099 | 44 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,769 | 67 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,501 | 44 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,532 | 44 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,240 | 169 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,217 | 69 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,264 | 69 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,979 | 25 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||