Steward Partners Investment Advisory, LLC
Position in SDGR — Schrodinger, Inc.
CIK 1723397
STAMFORD, CT
Position in SDGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$698
-$812 QoQ
Shares Held
43
-67.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 228 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $6,636,467 across 21 Health Information Services names. SDGR ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HQY |
Healthequity, Inc.
|
28,761 | $2,597,693 | |
| 2 | VEEV |
Veeva Systems Inc
|
7,954 | $1,411,596 | |
| 3 | OMDA |
Omada Health, Inc.
|
62,133 | $1,363,819 | |
| 4 | TEM |
Tempus AI, Inc.
|
18,733 | $1,085,202 | |
| 5 | BTSG |
BrightSpring Health Services, Inc.
|
1,448 | $100,983 | |
| 6 | WEAV |
Weave Communications, Inc.
|
3,900 | $23,361 | |
| 7 | DOCS |
Doximity, Inc.
|
725 | $15,036 | |
| 8 | TXG |
10x Genomics, Inc.
|
197 | $7,552 |
All Filings in SDGR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698 | 43 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,510 | 133 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,378 | 133 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,667 | 133 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,675 | 133 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,908 | 198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,819 | 198 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,672 | 198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,664 | 448 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,096 | 448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,358 | 848 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,757 | 805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $27,705 | 555 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,246 | 655 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,503 | 455 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,365 | 455 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,016 | 455 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,524 | 455 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,847 | 455 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $29,363 | 537 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $51,944 | 687 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $52,792 | 692 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $134,606 | 1,700 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,502 | 200 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,314 | 200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,092 | 350 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||