SDGR
Schrodinger, Inc.
+3.62 (+15.13%)27.55USD3.3M成交股數2.1B市值–本益比(近四季)8.1股價營收比+7.5%營收年增(近四季)2026-11-04下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 1 · 14K · 1 |
| 其中 10b5-1 計畫賣出 | 1 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 1.1M |
| 近 180 天 淨額 | −1.1M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-16 | 07-17 | Jain Rachit | EVP & CFO | S 公開市場賣出(10b5-1) | 875 | 15.60 | 14K | 50.9K | SEC |
| 2026-06-26 | 06-29 | Friesner Richard | Director | G 贈與 | 679K | – | – | 0 | SEC |
| 2026-06-26 | 06-29 | Friesner Richard | Director | G 贈與 | 679K | – | – | 679K | SEC |
| 2026-06-22 | 06-23 | Sender Gary | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | Chodakewitz Jeffrey | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | Friesner Richard | Director | A 獲配股票 | 8.1K | – | – | 690K | SEC |
| 2026-06-22 | 06-23 | van Kralingen Bridget A | Director | A 獲配股票 | 8.1K | – | – | 19.6K | SEC |
| 2026-06-22 | 06-23 | Thornberry Nancy | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | OBEROI ARUN | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | Kapeller-Libermann Rosana | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | GINSBERG GARY L | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-06-22 | 06-23 | Lynton Michael | Director | A 獲配股票 | 8.1K | – | – | 25.4K | SEC |
| 2026-04-17 | 04-17 | Farid Ramy | President & CEO | M 選擇權執行 | 43.0K | 3.07 | 132K | 374K | SEC |
| 2026-04-17 | 04-17 | Farid Ramy | President & CEO | S 公開市場賣出(10b5-1) | 43.0K | 12.21 | 525K | 331K | SEC |
| 2026-04-17 | 04-17 | Farid Ramy | President & CEO | M 選擇權執行 | 74.5K | 3.07 | 229K | 405K | SEC |
| 2026-04-16 | 04-17 | Farid Ramy | President & CEO | S 公開市場賣出(10b5-1) | 43.0K | 12.33 | 530K | 331K | SEC |
| 2026-04-16 | 04-17 | Farid Ramy | President & CEO | M 選擇權執行 | 43.0K | 3.07 | 132K | 374K | SEC |
| 2026-04-16 | 04-17 | Jain Rachit | EVP & CFO | S 公開市場賣出(10b5-1) | 844 | 12.75 | 11K | 51.8K | SEC |
| 2026-03-06 | 03-06 | Herman Jenny | CAO | S 公開市場賣出(10b5-1) | 608 | 12.84 | 8K | 34.8K | SEC |
| 2026-03-05 | 03-06 | Jain Rachit | EVP & CFO | S 公開市場賣出(10b5-1) | 1.6K | 12.90 | 21K | 52.6K | SEC |
| 2026-03-05 | 03-06 | Akinsanya Karen | See Remarks | S 公開市場賣出(10b5-1) | 1.4K | 12.90 | 18K | 70.0K | SEC |
| 2026-03-05 | 03-06 | Herman Jenny | CAO | S 公開市場賣出(10b5-1) | 775 | 12.85 | 10K | 35.4K | SEC |
| 2026-03-05 | 03-06 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | S 公開市場賣出(10b5-1) | 1.2K | 12.90 | 16K | 89.2K | SEC |
| 2026-03-05 | 03-06 | Farid Ramy | President & CEO | S 公開市場賣出(10b5-1) | 3.7K | 12.91 | 47K | 331K | SEC |
| 2026-03-05 | 03-06 | Tran Yvonne | EVP, CLO & CPO | S 公開市場賣出(10b5-1) | 1.1K | 12.90 | 14K | 52.7K | SEC |
| 2026-03-04 | 03-06 | Abel Robert Lorne | See Remarks | S 公開市場賣出(10b5-1) | 1.3K | 12.81 | 17K | 55.9K | SEC |
| 2026-03-02 | 03-03 | Farid Ramy | President & CEO | A 獲配股票 | 56.3K | – | – | 278K | SEC |
| 2026-03-02 | 03-03 | Akinsanya Karen | See Remarks | A 獲配股票 | 27.6K | – | – | 73.5K | SEC |
| 2026-03-02 | 03-03 | Akinsanya Karen | See Remarks | S 公開市場賣出(10b5-1) | 2.2K | 11.99 | 26K | 71.3K | SEC |
| 2026-03-02 | 03-03 | Akinsanya Karen | See Remarks | A 獲配股票 | 6.1K | – | – | 46.0K | SEC |
| 2026-03-02 | 03-03 | Farid Ramy | President & CEO | A 獲配股票 | 13.6K | – | – | 292K | SEC |
| 2026-03-02 | 03-03 | Jain Rachit | EVP & CFO | A 獲配股票 | 17.1K | – | – | 54.2K | SEC |
| 2026-03-02 | 03-03 | Akinsanya Karen | See Remarks | A 獲配股票 | 24.3K | – | – | 39.9K | SEC |
| 2026-03-02 | 03-03 | Aklian Mannix Vartan | See Remarks | A 獲配股票 | 17.1K | – | – | 31.2K | SEC |
| 2026-03-02 | 03-03 | Friesner Richard | Director | M 選擇權執行 | 161K | 3.07 | 493K | 682K | SEC |
| 2026-03-02 | 03-03 | Abel Robert Lorne | See Remarks | A 獲配股票 | 20.7K | – | – | 57.2K | SEC |
| 2026-03-02 | 03-03 | Tran Yvonne | EVP, CLO & CPO | A 獲配股票 | 13.8K | – | – | 53.8K | SEC |
| 2026-03-02 | 03-03 | Tran Yvonne | EVP, CLO & CPO | A 獲配股票 | 17.1K | – | – | 40.0K | SEC |
| 2026-03-02 | 03-03 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | A 獲配股票 | 20.7K | – | – | 90.5K | SEC |
| 2026-03-02 | 03-03 | Herman Jenny | CAO | A 獲配股票 | 9.6K | – | – | 36.2K | SEC |
| 2026-03-02 | 03-03 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | A 獲配股票 | 17.1K | – | – | 69.8K | SEC |
| 2026-03-02 | 03-03 | Farid Ramy | President & CEO | A 獲配股票 | 48.3K | – | – | 340K | SEC |
| 2026-03-02 | 03-03 | Farid Ramy | President & CEO | S 公開市場賣出(10b5-1) | 5.6K | 11.90 | 66K | 334K | SEC |
| 2026-03-02 | 03-03 | Abel Robert Lorne | See Remarks | A 獲配股票 | 17.1K | – | – | 36.5K | SEC |
| 2026-02-10 | 02-12 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | S 公開市場賣出(10b5-1) | 925 | 13.73 | 13K | 52.7K | SEC |
| 2026-02-10 | 02-12 | Herman Jenny | CAO | S 公開市場賣出(10b5-1) | 752 | 13.79 | 10K | 26.6K | SEC |
| 2026-02-10 | 02-12 | Tran Yvonne | EVP, CLO & CPO | S 公開市場賣出(10b5-1) | 776 | 13.80 | 11K | 22.9K | SEC |
| 2026-02-09 | 02-11 | Abel Robert Lorne | See Remarks | S 公開市場賣出(10b5-1) | 1.2K | 13.51 | 17K | 19.4K | SEC |
| 2025-10-16 | 10-17 | Dugan Margaret | Chief Medical Officer | S 公開市場賣出(10b5-1) | 1.4K | 21.07 | 29K | 24.6K | SEC |
| 2025-06-18 | 06-20 | Friesner Richard | Director | A 獲配股票 | 6.0K | – | – | 522K | SEC |
| 2025-06-18 | 06-20 | OBEROI ARUN | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | Chodakewitz Jeffrey | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | Sender Gary | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | Lynton Michael | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | van Kralingen Bridget A | Director | A 獲配股票 | 1.5K | – | – | 11.5K | SEC |
| 2025-06-18 | 06-20 | Thornberry Nancy | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | Kapeller-Libermann Rosana | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-06-18 | 06-20 | GINSBERG GARY L | Director | A 獲配股票 | 6.0K | – | – | 17.2K | SEC |
| 2025-05-29 | 05-29 | Aklian Mannix Vartan | See Remarks | A 獲配股票 | 14.1K | – | – | 14.1K | SEC |
| 2025-05-21 | 05-22 | Jain Rachit | EVP & CFO | A 獲配股票 | 9.4K | – | – | 37.1K | SEC |
| 2025-04-14 | 04-15 | Akinsanya Karen | President of R&D, Therapeutics | S 公開市場賣出(10b5-1) | 8.4K | 25.11 | 210K | 24.0K | SEC |
| 2025-04-14 | 04-15 | Akinsanya Karen | President of R&D, Therapeutics | M 選擇權執行 | 3.3K | 2.92 | 10K | 32.3K | SEC |
| 2025-04-14 | 04-15 | Akinsanya Karen | President of R&D, Therapeutics | M 選擇權執行 | 13.4K | 3.22 | 43K | 29.0K | SEC |
| 2025-04-14 | 04-15 | Akinsanya Karen | President of R&D, Therapeutics | S 公開市場賣出(10b5-1) | 5.0K | 25.11 | 126K | 19.0K | SEC |
| 2025-04-14 | 04-15 | Akinsanya Karen | President of R&D, Therapeutics | S 公開市場賣出(10b5-1) | 3.3K | 25.00 | 84K | 15.6K | SEC |
| 2025-03-07 | 03-10 | van Kralingen Bridget A | Director | A 獲配股票 | 10.0K | – | – | 10.0K | SEC |
| 2025-03-06 | 03-07 | Herman Jenny | SVP & Controller | S 公開市場賣出(10b5-1) | 666 | 21.11 | 14K | 27.3K | SEC |
| 2025-03-03 | 03-04 | Dugan Margaret | Chief Medical Officer | A 獲配股票 | 12.5K | – | – | 26.0K | SEC |
| 2025-03-03 | 03-04 | Porges Geoffrey Craig | EVP & CFO | S 公開市場賣出 | 5.5K | 21.76 | 119K | 27.5K | SEC |
| 2025-03-03 | 03-04 | Lorton Kenneth Patrick | EVP, CTO & COO, Software | A 獲配股票 | 12.5K | – | – | 53.6K | SEC |
| 2025-03-03 | 03-04 | Porges Geoffrey Craig | EVP & CFO | A 獲配股票 | 12.5K | – | – | 18.2K | SEC |
| 2025-03-03 | 03-04 | Akinsanya Karen | President of R&D, Therapeutics | A 獲配股票 | 15.6K | – | – | 15.6K | SEC |
| 2025-03-03 | 03-04 | Farid Ramy | President & CEO | A 獲配股票 | 37.5K | – | – | 222K | SEC |
| 2025-03-03 | 03-04 | Tran Yvonne | EVP, CLO & CPO | A 獲配股票 | 12.5K | – | – | 23.6K | SEC |
| 2025-03-03 | 03-04 | Herman Jenny | SVP & Controller | A 獲配股票 | 9.8K | – | – | 28.0K | SEC |
| 2025-03-03 | 03-04 | Abel Robert Lorne | See Remarks | A 獲配股票 | 12.5K | – | – | 20.6K | SEC |
| 2025-03-03 | 03-04 | Porges Geoffrey Craig | EVP & CFO | A 獲配股票 | 14.8K | – | – | 33.0K | SEC |
| 2025-02-18 | 02-19 | Tran Yvonne | EVP, CLO & CPO | S 公開市場賣出(10b5-1) | 3.9K | 28.00 | 109K | 11.1K | SEC |
| 2025-02-18 | 02-19 | Tran Yvonne | EVP, CLO & CPO | M 選擇權執行 | 3.9K | 4.34 | 17K | 15.0K | SEC |
| 2025-02-11 | 02-12 | Tran Yvonne | EVP, CLO & CPO | S 公開市場賣出(10b5-1) | 828 | 24.43 | 20K | 11.1K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 10.5M | 171M | +843K (+9%) | 加碼 |
| GATES FOUNDATION TRUST | 7.0M | 113M | 不變 | 持平 |
| Rubric Capital Management LP | 6.4M | 104M | +400K (+7%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | 61.5M | −74.8K (-2%) | 減碼 |
| Sumitomo Mitsui Trust Group, Inc. | 2.7M | 44.0M | −485K (-15%) | 減碼 |
| Amova Asset Management Americas, Inc. | 2.7M | 43.9M | −485K (-15%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.7M | 43.7M | +86.8K (+3%) | 加碼 |
| STATE STREET CORP | 2.3M | 37.3M | +107K (+5%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.2M | 36.1M | −439K (-16%) | 減碼 |
| 方舟(伍德) ARK Investment Management LLC | 2.2M | 35.0M | +86.9K (+4%) | 加碼 |
| AQR CAPITAL MANAGEMENT LLC | 2.0M | 31.8M | +1.5M (+340%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 23.9M | +120K (+9%) | 加碼 |
| MORGAN STANLEY | 1.2M | 20.2M | −126K (-9%) | 減碼 |
| UBS Group AG | 964K | 15.7M | −356K (-27%) | 減碼 |
| 城堡 CITADEL ADVISORS LLC | 896K | 14.6M | +699K (+354%) | 加碼 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 867K | 14.1M | −1.8M (-68%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 733K | 11.9M | −19.7K (-3%) | 減碼 |
| NORTHERN TRUST CORP | 650K | 10.6M | +76.4K (+13%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 636K | 10.3M | −247K (-28%) | 減碼 |
| Nuveen, LLC | 614K | 10.0M | +488K (+388%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 587K | 9.5M | +77.0K (+15%) | 加碼 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 524K | 8.5M | 新進 | 新進 |
| Capricorn Fund Managers Ltd | 434K | 7.1M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 412K | 6.7M | +14.8K (+4%) | 加碼 |
| TUDOR INVESTMENT CORP ET AL | 409K | 6.6M | −141K (-26%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 231 +3 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 46 / 43 / 78 / 60 |
| 機構合計持股 · 佔流通股 | 64.7M · 85.4% |
| 合計季末市值 | 1.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 11.1M |
|---|---|
| 與上期比 | -3.0% |
| 佔流通股數 | 14.64% |
| 日均成交量 | 943K |
| 回補天數 | 11.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 11.1M | -3.0% | 14.64% | 943K | 11.8 |
| 2026-08-14 | 11.4M | +3.8% | 15.08% | 1.4M | 8.4 |
| 2026-07-31 | 11.0M | +4.0% | 14.53% | 858K | 12.8 |
| 2026-07-15 | 10.6M | +0.7% | 13.97% | 1.1M | 9.8 |
| 2026-06-30 | 10.5M | +4.9% | 13.87% | 1.7M | 6.0 |
| 2026-06-15 | 10.0M | -3.9% | 13.22% | 1.3M | 7.6 |
| 2026-05-29 | 10.4M | +1.5% | 13.76% | 1.3M | 7.9 |
| 2026-05-15 | 10.3M | -1.1% | 13.55% | 1.5M | 7.1 |
| 2026-04-30 | 10.4M | -4.9% | 13.70% | 1.7M | 6.2 |
| 2026-04-15 | 10.9M | -1.8% | 14.40% | 1.2M | 8.9 |
| 2026-03-31 | 11.1M | -1.8% | 14.67% | 1.0M | 10.9 |
| 2026-03-13 | 11.3M | +2.3% | 14.94% | 1.2M | 9.5 |
| 2026-02-27 | 11.1M | +3.4% | 14.61% | 1.5M | 7.5 |
| 2026-02-13 | 10.7M | -1.8% | 14.13% | 1.9M | 5.5 |
| 2026-01-30 | 10.9M | +3.1% | 14.38% | 1.5M | 7.1 |
| 2026-01-15 | 10.6M | +10.9% | 13.96% | 877K | 12.1 |
| 2025-12-31 | 9.5M | +1.8% | 12.58% | 844K | 11.3 |
| 2025-12-15 | 9.4M | -9.3% | 12.36% | 768K | 12.2 |
| 2025-11-28 | 10.3M | +3.2% | 13.63% | 902K | 11.5 |
| 2025-11-14 | 10.0M | +1.9% | 13.21% | 1.2M | 8.4 |
| 2025-10-31 | 9.8M | +1.9% | 12.96% | 1.3M | 7.7 |
| 2025-10-15 | 9.6M | -0.7% | 12.72% | 1.2M | 8.3 |
| 2025-09-30 | 9.7M | -7.7% | 12.81% | 1.1M | 8.9 |
| 2025-09-15 | 10.5M | +12.6% | 13.89% | 958K | 11.0 |
| 2025-08-29 | 9.3M | -3.0% | 12.34% | 912K | 10.3 |
| 2025-08-15 | 9.6M | +3.2% | 12.72% | 1.8M | 5.4 |