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Schrödinger, Inc. (SDGR)

USD16.46 +0.33 (+2.02%)
US NASDAQ Technology Software - Application
Address 1540 Broadway 10036
New York, NY, US
CEO Ramy Farid
IPO 2020-02-05
CIK 1490978 ISIN US80810D1037

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Description

Schrödinger, Inc., together with its subsidiaries, develops physics-based computational platform that enables discovery of novel molecules for drug development and materials applications in the United States, the Asia-Pacific, Europe, Middle East, Africa, and internationally. The company operates in two segments, Software and Drug Discovery. The Software segment sells its software to transform molecular discovery for life sciences and materials science industries. The Drug Discovery segment focuses on building a portfolio of preclinical and clinical programs, internally and through collaborations. It has a research collaboration and license agreement with Novartis Pharma AG to advance multiple development candidates. Schrödinger, Inc. was incorporated in 1990 and is based in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD16.46 +0.33 (+2.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.64
Float Shares
58.62M
Free Float %
78.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.24% -3.13% +10.83% +11.32% -26.22% -29.03% -46.59% -54.15% -78.50% -55.69% -55.69%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
16.46
Low 18.00 +9.4%
Consensus 18.00 +9.4%
Median 18.00 +9.4%
High 18.00 +9.4%
Ratings Trend (MoM) 75% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 6 -1
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
18.50
+12.4%
All Time 7
24.86
+51.1%
Quality scores
Altman Z-Score
0.73
Distress
Piotroski F-Score
1 / 9
Weak
MOAT Score
2 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +23.3% Q1'26: -1.6% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +45.1% Q1'26: +1.2% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +7.6% Q1'26: -29.6% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    -40.0% Q1'26: -83.3% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    -131.5% Q1'26: -905.9% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +1.1% Q1'26: +1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    -1.13× Q1'26: -0.55× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.58) × ERP
WACC = 90% × Ke + 10% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 16.46
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
5 Rev. Ana.
3 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
108.10M
est: 112.44M (-3.9%)
137.93M
est: 128.74M (+7.1%)
180.96M
est: 172.13M (+5.1%)
216.67M
est: 188.48M (+15.0%)
207.54M
est: 202.24M (+2.6%)
255.87M
est: 252.21M (+1.4%)
248.40M
203.07M – 320.85M
-1.5% YoY
253.55M
236.73M – 266.06M
+2.1% YoY
325.97M
318.84M – 333.10M
+28.6% YoY
371.80M
336.95M – 419.77M
+14.1% YoY
406.50M
368.40M – 458.95M
+9.3% YoY
EBITDA
-57.26M
est: -87.17M (+34.3%)
-108.60M
est: -73.08M (-48.6%)
-142.47M
est: -128.22M (-11.1%)
-171.90M
est: -140.35M (-22.5%)
-203.14M
est: -150.59M (-34.9%)
-96.30M
est: -187.81M (+48.7%)
-184.97M
-238.92M – -151.22M
+1.5% YoY
-188.80M
-198.12M – -176.28M
-2.1% YoY
-242.73M
-248.04M – -237.42M
-28.6% YoY
-276.86M
-312.58M – -250.91M
-14.1% YoY
-302.70M
-341.75M – -274.32M
-9.3% YoY
EBIT
-60.92M
est: -89.99M (+32.3%)
-111.44M
est: -110.16M (-1.2%)
-146.82M
est: -112.48M (-30.5%)
-177.45M
est: -144.69M (-22.6%)
-209.30M
est: -155.25M (-34.8%)
-102.33M
est: -193.61M (+47.1%)
-190.68M
-246.30M – -155.89M
+1.5% YoY
-194.64M
-204.24M – -181.73M
-2.1% YoY
-250.23M
-255.70M – -244.75M
-28.6% YoY
-285.41M
-322.24M – -258.66M
-14.1% YoY
-312.05M
-352.31M – -282.80M
-9.3% YoY
Net Income
-24.46M
est: -28.10M (+12.9%)
-100.39M
est: -77.83M (-29.0%)
-149.19M
est: -130.93M (-13.9%)
40.72M
est: -143.14M (+128.4%)
-187.12M
est: -192.21M (+2.6%)
-103.27M
est: -142.52M (+27.5%)
-165.36M
-247.79M – 8.85M
-16.0% YoY
-99.36M
-141.49M – -57.41M
+39.9% YoY
-2.01M
-47.73M – 74.90M
+98.0% YoY
-734.4K
-857.6K – -644.9K
+63.4% YoY
29.38M
25.80M – 34.31M
+4,100.0% YoY
SGA
59.69M
est: 70.84M (-15.7%)
86.16M
est: 86.39M (-0.3%)
121.47M
est: 94.42M (+28.6%)
136.37M
est: 118.02M (+15.5%)
139.59M
est: 126.64M (+10.2%)
136.37M
est: 157.93M (-13.7%)
155.54M
127.16M – 200.91M
-1.5% YoY
158.77M
148.24M – 166.61M
+2.1% YoY
204.12M
199.65M – 208.58M
+28.6% YoY
232.82M
210.99M – 262.86M
+14.1% YoY
254.54M
230.69M – 287.39M
+9.3% YoY
EPS
-0.44
est: -0.39 (-13.8%)
-1.43
est: -1.32 (-8.7%)
-2.10
est: -2.08 (-1.1%)
0.57
est: -1.99 (+128.7%)
-2.57
est: -2.43 (-5.6%)
-1.41
est: -1.96 (+28.1%)
-2.17
-3.37 – 0.12
-10.6% YoY
-1.38
-1.93 – -0.78
+36.3% YoY
-0.02
-0.65 – 1.02
+98.3% YoY
-0.01
-0.01 – -0.01
+57.7% YoY
0.40
0.35 – 0.47
+4,100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-24 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-23 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-135.26M
OE per share TTM
-1.84
Owner's Yield
-14.41%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
53.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
52
Total invested
44.39M
Insider transactions (90d)
1
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bill & Melinda Gates Foundation Trust 16.15M 23.20% 16.15M OO 2021-02-12
2 Melinda French Gates 16.15M 23.20% 16.15M IN 2021-02-12
3 William H. Gates III 16.15M 23.20% 16.15M IN 2021-02-12
4 (1) BlackRock, Inc. 3.96M 6.40% 3.88M 3.96M HC Delaware 2023-02-03
5 ARK Investment Management LLC 3.85M 6.21% 3.85M 3.85M IA 2023-02-10
6 The Vanguard Group - 23-1945930 3.81M 6.76% 101.3K IA Pennsylvania For 2021-02-10
7 David Rosen 3.69M 5.79% 3.69M IN State of Delaware 2024-11-13
8 Rubric Capital Management LP 3.69M 5.79% 3.69M IA, PN State of Delaware 2024-11-13
9 David E. Shaw 2.40M 3.90% 4.3K 2.40M IN 2021-12-01
10 Charles Ardai 2.40M 3.90% 2.40M IN 2021-12-01
11 Schrodinger Equity Holdings, LLC 2.40M 3.90% 2.40M 2.40M OO 2021-12-01
12 Company, L.P. 1.60M 3.31% 1.60M PN Delaware 2020-02-10
13 James E. Flynn 1.60M 3.31% 1.60M IN Delaware 2020-02-10
14 Deerfield Mgmt IV, L.P. 1.35M 2.79% 1.35M PN Delaware 2020-02-10
15 Deerfield Private Design Fund IV, L.P. 1.35M 2.79% 1.35M PN Delaware 2020-02-10
16 Deerfield Mgmt, L.P. 250.0K 0.52% 250.0K PN Delaware 2020-02-10
17 Deerfield Partners, L.P. 250.0K 0.52% 250.0K PN Delaware 2020-02-10

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
52
-182 vs prev Q
New positions
8
Closed positions
180
Increased
22
Reduced
14
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 NANO CAP NEW MILLENNIUM GROWTH FUND L P 50.0K +50.0K (+100.0%) 894.00M +894.0M (+100.0%) 0.07% +0.068 pp 0.76% +0.763 pp USD17.88 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 9.52M -44.0K (-0.5%) 170.17M -21.6M (-11.3%) 12.93% -0.093 pp 0.00% -0.001 pp USD18.78 -4.8% 6 qtrs
3 BILL & MELINDA GATES FOUNDATION TRUST 6.98M +— (+0.0%) 124.83M -15.2M (-10.9%) 9.48% -0.024 pp 0.35% -0.030 pp USD53.45 -66.5% 24 qtrs
4 VANGUARD GROUP INC 6.46M +125.3K (+2.0%) 115.58M -11.6M (-9.1%) 8.78% +0.149 pp 0.00% 0.000 pp USD54.38 -67.1% 24 qtrs
5 SUMITOMO MITSUI TRUST HOLDINGS, INC. 4.71M +160.2K (+3.5%) 84.30M -7.1M (-7.7%) 6.40% +0.202 pp 0.05% -0.003 pp USD24.78 -27.8% 23 qtrs
6 RUBRIC CAPITAL MANAGEMENT LP 4.17M -1.1M (-20.8%) 74.59M -31.1M (-29.4%) 5.67% -1.509 pp 0.89% -0.301 pp USD20.36 -12.2% 8 qtrs
7 UBS ASSET MANAGEMENT AMERICAS INC 3.72M +414.2K (+12.5%) 66.48M +204.5K (+0.3%) 5.05% +0.551 pp 0.01% 0.000 pp USD19.63 -8.9% 23 qtrs
8 NIKKO ASSET MANAGEMENT AMERICAS, INC. 2.82M +180.7K (+6.8%) 50.36M -2.6M (-4.9%) 3.83% +0.237 pp 0.58% +0.069 pp USD22.97 -22.2% 23 qtrs
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.29M +218.9K (+10.6%) 40.97M -603.7K (-1.5%) 3.11% +0.290 pp 0.01% +0.000 pp USD20.75 -13.8% 8 qtrs
10 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 2.25M +57.1K (+2.6%) 40.23M -3.8M (-8.5%) 3.06% +0.070 pp 0.52% -0.046 pp USD27.95 -36.0% 21 qtrs
11 LAZARD ASSET MANAGEMENT LLC 2.13M -211.5K (-9.0%) 38.17M -8.9M (-18.9%) 2.90% -0.295 pp 0.06% +0.001 pp USD26.60 -32.8% 21 qtrs
12 STATE STREET CORP 2.13M -73.1K (-3.3%) 38.12M -6.1M (-13.8%) 2.90% -0.107 pp 0.00% 0.000 pp USD45.98 -61.1% 24 qtrs
13 ARK INVESTMENT MANAGEMENT LLC 2.11M +239.2K (+12.8%) 37.76M +193.6K (+0.5%) 2.87% +0.319 pp 0.25% +0.027 pp USD47.84 -62.6% 23 qtrs
14 UBS GROUP AG 1.44M +489.1K (+51.3%) 25.80M +6.7M (+34.8%) 1.96% +0.661 pp 0.00% +0.001 pp USD19.43 -8.0% 24 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 1.38M +108.0K (+8.5%) 24.76M -851.4K (-3.3%) 1.88% +0.142 pp 0.00% 0.000 pp USD46.23 -61.3% 24 qtrs
16 PEAK6 LLC 1.36M +265.2K (+24.3%) 24.28M +2.4M (+10.8%) 1.84% +0.357 pp 0.05% +0.013 pp USD19.63 -8.9% 5 qtrs
17 MORGAN STANLEY 1.19M -550.7K (-31.7%) 21.22M -13.6M (-39.1%) 1.61% -0.754 pp 0.00% -0.001 pp USD39.54 -54.8% 24 qtrs
18 AMERICAN CENTURY COMPANIES INC 1.11M +22.2K (+2.0%) 19.81M -2.0M (-9.0%) 1.50% +0.027 pp 0.01% -0.001 pp USD19.73 -9.4% 4 qtrs
19 DIMENSIONAL FUND ADVISORS LP 1.01M +161.2K (+18.9%) 18.11M +1.0M (+6.0%) 1.38% +0.216 pp 0.00% +0.000 pp USD26.08 -31.4% 22 qtrs
20 MILLENNIUM MANAGEMENT LLC 978.2K -573.5K (-37.0%) 17.49M -13.6M (-43.8%) 1.33% -0.785 pp 0.01% -0.006 pp USD19.99 -10.6% 24 qtrs
21 BAILLIE GIFFORD & CO 835.5K -139.3K (-14.3%) 14.94M -4.6M (-23.6%) 1.14% -0.193 pp 0.01% -0.002 pp USD33.18 -46.1% 21 qtrs
22 GOLDMAN SACHS GROUP INC 669.5K +107.3K (+19.1%) 11.97M +693.9K (+6.2%) 0.91% +0.144 pp 0.00% +0.000 pp USD21.78 -17.9% 24 qtrs
23 NORTHERN TRUST CORP 555.4K -30.6K (-5.2%) 9.93M -1.8M (-15.5%) 0.75% -0.044 pp 0.00% 0.000 pp USD46.92 -61.9% 24 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 515.9K +30.4K (+6.3%) 9.22M -513.9K (-5.3%) 0.70% +0.040 pp 0.00% 0.000 pp USD48.06 -62.8% 24 qtrs
25 TWO SIGMA ADVISERS, LP 506.6K -234.5K (-31.6%) 9.06M -5.8M (-39.1%) 0.69% -0.321 pp 0.02% -0.012 pp USD20.04 -10.8% 5 qtrs
26 MAN GROUP PLC 441.4K +278.2K (+170.5%) 7.89M +4.6M (+141.1%) 0.60% +0.377 pp 0.01% +0.008 pp USD18.69 -4.3% 3 qtrs
27 TUDOR INVESTMENT CORP ET AL 438.9K +102.5K (+30.5%) 7.85M +1.1M (+16.3%) 0.60% +0.138 pp 0.01% +0.003 pp USD19.59 -8.7% 22 qtrs
28 TWO SIGMA INVESTMENTS, LP 436.8K -354.3K (-44.8%) 7.81M -8.1M (-50.8%) 0.59% -0.484 pp 0.01% -0.013 pp USD19.95 -10.4% 5 qtrs
29 BANK OF NEW YORK MELLON CORP 310.6K -28.7K (-8.5%) 5.55M -1.3M (-18.4%) 0.42% -0.040 pp 0.00% 0.000 pp USD48.01 -62.8% 24 qtrs
30 PARKMAN HEALTHCARE PARTNERS LLC 298.9K -41.2K (-12.1%) 5.35M -1.5M (-21.7%) 0.41% -0.057 pp 0.51% -0.203 pp USD27.44 -34.8% 24 qtrs
31 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 273.3K +185.6K (+211.9%) 4.89M +3.1M (+178.0%) 0.37% +0.252 pp 0.01% +0.007 pp USD18.58 -3.8% 2 qtrs
32 FRED ALGER MANAGEMENT, LLC 269.8K +166.7K (+161.7%) 4.82M +2.8M (+133.2%) 0.37% +0.226 pp 0.02% +0.011 pp USD18.72 -4.5% 3 qtrs
33 PRINCIPAL FINANCIAL GROUP INC 268.4K -2.8K (-1.0%) 4.80M -640.7K (-11.8%) 0.36% -0.005 pp 0.00% 0.000 pp USD48.25 -62.9% 11 qtrs
34 ALLIANZ ASSET MANAGEMENT GMBH 248.1K +248.1K (+100.0%) 4.44M +4.4M (+100.0%) 0.34% +0.337 pp 0.00% +0.005 pp USD17.88 +0.0% 1 qtrs NEW
35 JUPITER ASSET MANAGEMENT LTD 223.9K -10.7K (-4.6%) 4.00M -703.4K (-14.9%) 0.30% -0.015 pp 0.03% -0.008 pp USD20.06 -10.9% 2 qtrs
36 ALGERT GLOBAL LLC 211.4K +177.5K (+523.9%) 3.78M +3.1M (+455.9%) 0.29% +0.241 pp 0.06% +0.048 pp USD18.25 -2.0% 8 qtrs
37 PERCEPTIVE ADVISORS LLC 202.4K +202.4K (+100.0%) 3.62M +3.6M (+100.0%) 0.28% +0.275 pp 0.06% +0.065 pp USD17.88 +0.0% 1 qtrs NEW
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 198.4K +52.2K (+35.7%) 3.55M +614.6K (+21.0%) 0.27% +0.070 pp 0.00% +0.000 pp USD27.55 -35.1% 24 qtrs
39 PUBLIC SECTOR PENSION INVESTMENT BOARD 194.3K -24.4K (-11.1%) 3.47M -912.4K (-20.8%) 0.26% -0.034 pp 0.01% -0.004 pp USD31.83 -43.8% 11 qtrs
40 INVESCO LTD. 190.8K +10.3K (+5.7%) 3.41M -209.1K (-5.8%) 0.26% +0.013 pp 0.00% +0.000 pp USD39.93 -55.2% 21 qtrs
41 CITADEL ADVISORS LLC 187.9K -98.4K (-34.4%) 3.36M -2.4M (-41.5%) 0.26% -0.135 pp 0.00% 0.000 pp USD20.19 -11.4% 24 qtrs
42 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 185.0K -14.4K (-7.2%) 3.31M -691.4K (-17.3%) 0.25% -0.020 pp 0.01% -0.001 pp USD29.13 -38.6% 17 qtrs
43 HRT FINANCIAL LP 164.6K +118.2K (+254.5%) 2.94M +2.0M (+216.0%) 0.22% +0.160 pp 0.01% +0.006 pp USD18.49 -3.3% 6 qtrs
44 AQR CAPITAL MANAGEMENT LLC 161.7K +126.3K (+356.6%) 2.89M +2.2M (+307.0%) 0.22% +0.172 pp 0.00% +0.001 pp USD18.36 -2.6% 3 qtrs
45 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 158.2K +129.9K (+459.2%) 2.83M +2.3M (+398.4%) 0.21% +0.176 pp 0.04% +0.035 pp USD18.28 -2.2% 3 qtrs
46 TOCQUEVILLE ASSET MANAGEMENT L.P. 157.0K -15.3K (-8.9%) 2.81M -648.2K (-18.8%) 0.21% -0.021 pp 0.04% -0.009 pp USD24.86 -28.1% 17 qtrs
47 RHUMBLINE ADVISERS 154.5K -11.5K (-6.9%) 2.76M -567.0K (-17.0%) 0.21% -0.016 pp 0.00% 0.000 pp USD45.94 -61.1% 24 qtrs
48 FMR LLC 151.3K -46.4K (-23.5%) 2.71M -1.3M (-31.8%) 0.21% -0.064 pp 0.00% 0.000 pp USD36.10 -50.5% 24 qtrs
49 LEGAL & GENERAL GROUP PLC 147.7K -9.0K (-5.7%) 2.64M -502.2K (-16.0%) 0.20% -0.013 pp 0.00% 0.000 pp USD49.48 -63.9% 24 qtrs
50 FIRST TRUST ADVISORS LP 136.9K -26.5K (-16.2%) 2.45M -830.1K (-25.3%) 0.19% -0.037 pp 0.00% -0.001 pp USD20.08 -11.0% 3 qtrs
51 TREXQUANT INVESTMENT LP 135.0K +135.0K (+100.0%) 2.41M +2.4M (+100.0%) 0.18% +0.183 pp 0.02% +0.022 pp USD17.88 +0.0% 1 qtrs NEW
52 SLOW CAPITAL, INC. 131.3K +37.4K (+39.8%) 2.35M +463.6K (+24.6%) 0.18% +0.050 pp 0.28% +0.059 pp USD19.48 -8.2% 3 qtrs
53 BANK OF AMERICA CORP /DE/ 130.9K -67.8K (-34.1%) 2.34M -1.6M (-41.3%) 0.18% -0.093 pp 0.00% 0.000 pp USD21.09 -15.2% 24 qtrs
54 SWISS NATIONAL BANK 127.2K +2.8K (+2.3%) 2.27M -221.1K (-8.9%) 0.17% +0.003 pp 0.00% 0.000 pp USD62.41 -71.4% 23 qtrs
55 NUVEEN, LLC 125.0K -58.4K (-31.9%) 2.24M -1.4M (-39.3%) 0.17% -0.080 pp 0.00% 0.000 pp USD19.83 -9.8% 4 qtrs
56 TEJARA CAPITAL LTD 121.7K -8.0K (-6.2%) 2.18M -425.8K (-16.4%) 0.17% -0.011 pp 0.51% -0.845 pp USD19.32 -7.5% 7 qtrs
57 BNP PARIBAS ARBITRAGE, SNC 118.7K +68.4K (+135.8%) 2.12M +1.1M (+110.2%) 0.16% +0.093 pp 0.00% +0.000 pp USD18.68 -4.3% 5 qtrs
58 WELLS FARGO & COMPANY/MN 112.5K +15.3K (+15.8%) 2.01M +62.0K (+3.2%) 0.15% +0.021 pp 0.00% +0.000 pp USD23.25 -23.1% 24 qtrs
59 BARCLAYS PLC 111.4K +3.8K (+3.5%) 1.99M -3.8K (-0.2%) 0.15% +0.005 pp 0.00% +0.000 pp USD20.72 -13.7% 16 qtrs
60 CITIGROUP INC 109.4K -45.8K (-29.5%) 1.96M -1.2M (-37.2%) 0.15% -0.063 pp 0.00% -0.001 pp USD21.48 -16.8% 24 qtrs
61 AMERIPRISE FINANCIAL INC 102.7K -7.8K (-7.0%) 1.84M -380.0K (-17.1%) 0.14% -0.011 pp 0.00% 0.000 pp USD27.08 -34.0% 24 qtrs
62 MARSHALL WACE, LLP 80.8K +42.3K (+109.9%) 1.44M +672.2K (+87.1%) 0.11% +0.057 pp 0.00% +0.001 pp USD18.95 -5.6% 6 qtrs
63 JPMORGAN CHASE & CO 79.7K -1.6K (-2.0%) 1.42M -205.9K (-12.6%) 0.11% -0.003 pp 0.00% +0.000 pp USD52.42 -65.9% 24 qtrs
64 CAPITAL FUND MANAGEMENT S.A. 73.0K +40.8K (+126.7%) 1.30M +659.1K (+102.1%) 0.10% +0.055 pp 0.00% +0.002 pp USD18.87 -5.2% 3 qtrs
65 FARALLON CAPITAL MANAGEMENT LLC 71.0K -213.0K (-75.0%) 1.27M -4.4M (-77.7%) 0.10% -0.290 pp 0.01% -0.017 pp USD20.12 -11.1% 3 qtrs
66 IQ EQ FUND MANAGEMENT (IRELAND) LTD 68.8K +27.4K (+66.2%) 1.23M +399.4K (+48.1%) 0.09% +0.037 pp 0.08% +0.029 pp USD19.11 -6.4% 4 qtrs
67 ALLIANCEBERNSTEIN L.P. 68.7K -3.3K (-4.6%) 1.23M -215.8K (-14.9%) 0.09% -0.005 pp 0.00% 0.000 pp USD38.08 -53.0% 24 qtrs
68 VERITY ASSET MANAGEMENT, INC. 65.7K +798.0 (+1.2%) 1.18M -127.3K (-9.8%) 0.09% +0.001 pp 0.50% +0.079 pp USD20.07 -10.9% 3 qtrs
69 SCHONFELD STRATEGIC ADVISORS LLC 65.6K +39.2K (+148.6%) 1.17M +643.9K (+121.5%) 0.09% +0.053 pp 0.01% +0.002 pp USD19.14 -6.6% 14 qtrs
70 ENGINEERS GATE MANAGER LP 65.4K +52.0K (+389.4%) 1.17M +901.3K (+336.2%) 0.09% +0.071 pp 0.01% +0.011 pp USD18.30 -2.3% 10 qtrs
71 SG AMERICAS SECURITIES, LLC 65.2K +27.0K (+70.9%) 1.17M +400.0K (+52.3%) 0.09% +0.037 pp 0.00% -0.001 pp USD18.98 -5.8% 6 qtrs
72 EXODUSPOINT CAPITAL MANAGEMENT, LP 62.5K +62.5K (+100.0%) 1.12M +1.1M (+100.0%) 0.08% +0.085 pp 0.01% +0.009 pp USD17.88 +0.0% 5 qtrs
73 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 61.6K +3.2K (+5.5%) 1.10M -69.8K (-6.0%) 0.08% +0.004 pp 0.00% 0.000 pp USD47.53 -62.4% 24 qtrs
74 PRICE T ROWE ASSOCIATES INC /MD/ 60.9K +7.9K (+14.9%) 1.09M +26.0K (+2.4%) 0.08% +0.011 pp 0.00% +0.000 pp USD29.02 -38.4% 24 qtrs
75 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 54.7K -3.4K (-5.8%) 978.5K -187.3K (-16.1%) 0.07% -0.005 pp 0.00% 0.000 pp USD19.37 -7.7% 7 qtrs
76 GREAT WEST LIFE ASSURANCE CO /CAN/ 52.9K -13.7K (-20.5%) 944.0K -388.0K (-29.1%) 0.07% -0.019 pp 0.00% 0.000 pp USD39.28 -54.5% 23 qtrs
77 PRUDENTIAL FINANCIAL INC 52.5K -3.8K (-6.7%) 938.9K -190.3K (-16.9%) 0.07% -0.005 pp 0.00% 0.000 pp USD48.11 -62.8% 11 qtrs
78 QUBE RESEARCH & TECHNOLOGIES LTD 52.1K -12.2K (-19.0%) 931.4K -359.0K (-27.8%) 0.07% -0.017 pp 0.00% 0.000 pp USD20.12 -11.1% 3 qtrs
79 ROYAL BANK OF CANADA 51.6K -377.3K (-88.0%) 922.0K -7.7M (-89.3%) 0.07% -0.514 pp 0.00% -0.001 pp USD21.20 -15.7% 24 qtrs
80 PIER 88 INVESTMENT PARTNERS LLC 50.9K -3.3K (-6.1%) 909.6K -177.5K (-16.3%) 0.07% -0.005 pp 0.20% -0.001 pp USD20.09 -11.0% 8 qtrs
81 LPL FINANCIAL LLC 50.7K -199.0 (-0.4%) 906.7K -114.5K (-11.2%) 0.07% 0.000 pp 0.00% 0.000 pp USD30.21 -40.8% 23 qtrs
82 KESTRA ADVISORY SERVICES, LLC 50.4K +9.0K (+21.6%) 901.6K +69.9K (+8.4%) 0.07% +0.012 pp 0.00% 0.000 pp USD19.67 -9.1% 2 qtrs
83 FOX RUN MANAGEMENT, L.L.C. 47.8K +30.0K (+168.9%) 855.2K +498.4K (+139.7%) 0.07% +0.041 pp 0.13% +0.076 pp USD18.69 -4.3% 2 qtrs
84 WESBANCO BANK INC 46.9K +46.9K (+100.0%) 838.6K +838.6K (+100.0%) 0.06% +0.064 pp 0.02% +0.023 pp USD17.88 +0.0% 1 qtrs NEW
85 DEUTSCHE BANK AG\ 46.3K +4.3K (+10.2%) 828.4K -15.3K (-1.8%) 0.06% +0.006 pp 0.00% +0.000 pp USD30.75 -41.9% 24 qtrs
86 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 45.9K +— (+0.0%) 821.0K -100.0K (-10.9%) 0.06% 0.000 pp 0.00% 0.000 pp USD45.01 -60.3% 11 qtrs
87 BREVAN HOWARD CAPITAL MANAGEMENT LP 44.6K +15.2K (+51.6%) 797.3K +207.3K (+35.1%) 0.06% +0.021 pp 0.01% +0.006 pp USD19.26 -7.2% 5 qtrs
88 ENTRYPOINT CAPITAL, LLC 44.3K +28.9K (+187.9%) 792.4K +483.6K (+156.6%) 0.06% +0.039 pp 0.31% +0.190 pp USD18.64 -4.1% 2 qtrs
89 STIFEL FINANCIAL CORP 40.4K -4.9K (-10.8%) 722.5K -186.0K (-20.5%) 0.05% -0.007 pp 0.00% 0.000 pp USD19.61 -8.8% 7 qtrs
90 SEI INVESTMENTS CO 39.1K +8.2K (+26.7%) 699.8K +80.0K (+12.9%) 0.05% +0.011 pp 0.00% +0.000 pp USD19.09 -6.3% 11 qtrs
91 THRIVENT FINANCIAL FOR LUTHERANS 38.6K -1.9K (-4.7%) 689.0K -122.0K (-15.0%) 0.05% -0.003 pp 0.00% 0.000 pp USD49.65 -64.0% 11 qtrs
92 AQUATIC CAPITAL MANAGEMENT LLC 38.1K +38.1K (+100.0%) 680.5K +680.5K (+100.0%) 0.05% +0.052 pp 0.02% +0.019 pp USD17.88 +0.0% 1 qtrs NEW
93 STATE OF WISCONSIN INVESTMENT BOARD 37.9K -3.2K (-7.9%) 677.0K -147.3K (-17.9%) 0.05% -0.005 pp 0.00% 0.000 pp USD52.65 -66.0% 19 qtrs
94 POINT72 ASSET MANAGEMENT, L.P. 37.4K +37.4K (+100.0%) 668.4K +668.4K (+100.0%) 0.05% +0.051 pp 0.00% +0.001 pp USD17.88 +0.0% 1 qtrs NEW
95 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 34.0K +34.0K (+100.0%) 607.7K +607.7K (+100.0%) 0.05% +0.046 pp 0.01% +0.008 pp USD17.88 +0.0% 1 qtrs NEW
96 JANE STREET GROUP, LLC 33.5K -13.4K (-28.6%) 599.0K -341.8K (-36.3%) 0.05% -0.018 pp 0.00% 0.000 pp USD19.92 -10.2% 4 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 115 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 TrueShares Technology, AI and Deep Learning ETF LRNZ 2.96% 1.21M 0.68%
2 ARK Genomic Revolution ETF ARKG 1.99% 25.96M 0.75%
3 Spear Alpha ETF SPRX 1.96% 5.07M 0.75%
4 Global X HealthTech ETF HEAL 0.90% 269.8K 0.50%
5 Invesco S&P SmallCap Health Care ETF PSCH 0.41% 672.0K 0.29%
6 Harbor Human Capital Factor US Small Cap ETF HAPS 0.15% 264.6K 0.61%
7 iShares U.S. Healthcare Providers ETF IHF 0.14% 1.64M 0.38%
8 JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE 0.12% 3.31M 0.24%
9 iShares Healthcare Innovation UCITS ETF HEAL.L 0.11% 1.24M 0.40%
10 iShares S&P Small-Cap 600 Growth ETF IJT 0.10% 8.74M 0.18%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.48
Bearish
Buys
2
Sells
6
Shares acquired
117.5K
Shares disposed
247.4K
Cash buys
Cash sales
3.00
Net activity
-129,844
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-17 Farid Ramy Director / Officer M-Exempt A Common Stock 74,527 3.07 228.8K 405,351 D
2026-04-16 Jain Rachit Officer S-Sale D Common Stock 844 12.75 10.8K 51,752 D
2026-04-16 Farid Ramy Director / Officer M-Exempt D Stock Option (right to buy) 43,000 3.07 132.0K 117,527 D
2026-03-08 Abrams Therese Marie Officer Stock Option (right to buy) 5,526 21.24 117.4K 0 D
2026-03-06 Herman Jenny Officer S-Sale D Common Stock 608 12.84 7.8K 34,804 D
2026-03-05 Tran Yvonne Officer S-Sale D Common Stock 1,094 12.90 14.1K 52,683 D
2026-03-05 Lorton Kenneth Patrick Officer S-Sale D Common Stock 1,222 12.90 15.8K 89,241 D
2026-03-05 Jain Rachit Officer S-Sale D Common Stock 1,631 12.90 21.0K 52,596 D
2026-03-05 Herman Jenny Officer S-Sale D Common Stock 775 12.85 10.0K 35,412 D
2026-03-05 Farid Ramy Director / Officer S-Sale D Common Stock 3,661 12.91 47.2K 330,824 D
2026-03-05 Akinsanya Karen Officer S-Sale D Common Stock 1,366 12.90 17.6K 69,956 D
2026-03-04 Abel Robert Lorne Officer S-Sale D Common Stock 1,300 12.81 16.7K 55,897 D
2026-02-10 Tran Yvonne Officer S-Sale D Common Stock 776 13.80 10.7K 22,859 D
2026-02-10 Lorton Kenneth Patrick Officer S-Sale D Common Stock 925 13.73 12.7K 52,651 D
2026-02-10 Herman Jenny Officer S-Sale D Common Stock 752 13.79 10.4K 26,597 D
2026-02-09 Abel Robert Lorne Officer S-Sale D Common Stock 1,230 13.51 16.6K 19,385 D
2025-10-16 Dugan Margaret Officer S-Sale D Common Stock 1,395 21.07 29.4K 24,574 D
2025-06-18 van Kralingen Bridget A Director A-Award A Stock Option (right to buy) 2,335 21.05 49.2K 2,335 D
2025-06-18 Thornberry Nancy Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 Sender Gary Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 OBEROI ARUN Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 Lynton Michael Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 Kapeller-Libermann Rosana Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 GINSBERG GARY L Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 Friesner Richard Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-06-18 Chodakewitz Jeffrey Director A-Award A Stock Option (right to buy) 9,341 21.05 196.6K 9,341 D
2025-05-29 Aklian Mannix Vartan Officer A-Award A Stock Option (right to buy) 84,375 21.44 1.81M 84,375 D
2025-05-28 Aklian Mannix Vartan Officer 0 0.00 0
2025-05-21 Jain Rachit Officer A-Award A Common Stock 9,375 0.00 37,097 D
2025-05-16 Jain Rachit Officer Common Stock 0 0.00 27,722 D
2025-04-14 Akinsanya Karen Officer S-Sale D Common Stock 5,000 25.11 125.6K 18,970 D
2025-03-07 van Kralingen Bridget A Director A-Award A Stock Option (right to buy) 17,050 21.02 358.4K 17,050 D
2025-03-06 Herman Jenny Officer S-Sale D Common Stock 666 21.11 14.1K 27,349 D
2025-03-03 Tran Yvonne Officer A-Award A Common Stock 12,500 0.00 23,635 D
2025-03-03 Porges Geoffrey Craig Officer A-Award A Common Stock 12,500 0.00 18,185 D
2025-03-03 Lorton Kenneth Patrick Officer A-Award A Stock Option (right to buy) 50,000 21.24 1.06M 50,000 D
2025-03-03 Herman Jenny Officer A-Award A Stock Option (right to buy) 8,400 21.24 178.4K 8,400 D
2025-03-03 Farid Ramy Director / Officer A-Award A Stock Option (right to buy) 60,000 21.24 1.27M 60,000 D
2025-03-03 Dugan Margaret Officer A-Award A Stock Option (right to buy) 50,000 21.24 1.06M 50,000 D
2025-03-03 Akinsanya Karen Officer A-Award A Common Stock 15,625 0.00 15,625 D
2025-03-03 Abel Robert Lorne Officer A-Award A Common Stock 12,500 0.00 20,615 D
2025-02-18 Tran Yvonne Officer M-Exempt A Common Stock 3,902 4.34 16.9K 15,037 D
2025-02-11 Tran Yvonne Officer S-Sale D Common Stock 828 24.43 20.2K 11,135 D
2025-02-11 Lorton Kenneth Patrick Officer S-Sale D Common Stock 985 24.43 24.1K 41,076 D
2025-02-11 Herman Jenny Officer S-Sale D Common Stock 859 24.43 21.0K 18,215 D
2025-02-10 Abel Robert Lorne Officer S-Sale D Common Stock 1,225 25.99 31.8K 8,115 D
2024-10-15 Dugan Margaret Officer S-Sale D Common Stock 1,531 17.78 27.2K 13,469 D
2024-06-18 Thornberry Nancy Director A-Award A Stock Option (right to buy) 8,550 19.32 165.2K 8,550
2024-06-18 Sender Gary Director A-Award A Common Stock 5,000 0.00 11,250
2024-06-18 OBEROI ARUN Director A-Award A Stock Option (right to buy) 8,550 19.32 165.2K 8,550
2024-06-18 Lynton Michael Director A-Award A Stock Option (right to buy) 8,550 19.32 165.2K 8,550
2024-06-18 Kapeller-Libermann Rosana Director A-Award A Stock Option (right to buy) 8,550 19.32 165.2K 8,550
2024-06-18 GINSBERG GARY L Director A-Award A Common Stock 5,000 0.00 11,250
2024-06-18 Friesner Richard Director A-Award A Stock Option (right to buy) 8,550 19.32 165.2K 8,550
2024-06-18 Chodakewitz Jeffrey Director A-Award A Common Stock 5,000 0.00 11,250
2024-03-21 Lorton Kenneth Patrick Officer A-Award A Stock Option (right to buy) 30,000 27.51 825.3K 30,000
2024-03-21 Abel Robert Lorne Officer A-Award A Stock Option (right to buy) 30,000 27.51 825.3K 30,000
2024-03-06 Lorton Kenneth Patrick Officer M-Exempt A Common Stock 5,574 4.34 24.2K 42,061
2024-03-04 Tran Yvonne Officer A-Award A Stock Option (right to buy) 60,000 25.24 1.51M 60,000
2024-03-04 Porges Geoffrey Craig Officer A-Award A Stock Option (right to buy) 90,000 25.24 2.27M 90,000
2024-03-04 Lorton Kenneth Patrick Officer A-Award A Stock Option (right to buy) 60,000 25.24 1.51M 60,000
2024-03-04 Herman Jenny Officer A-Award A Common Stock 7,313 0.00 19,074
2024-03-04 Farid Ramy Director / Officer A-Award A Stock Option (right to buy) 126,000 25.24 3.18M 126,000
2024-03-04 Dugan Margaret Officer A-Award A Stock Option (right to buy) 60,000 25.24 1.51M 60,000
2024-03-04 Akinsanya Karen Officer A-Award A Stock Option (right to buy) 120,000 25.24 3.03M 120,000
2024-03-04 Abel Robert Lorne Officer A-Award A Stock Option (right to buy) 60,000 25.24 1.51M 60,000
2024-02-12 Tran Yvonne Officer S-Sale D Common Stock 758 28.29 21.4K 11,963
2024-02-12 Lorton Kenneth Patrick Officer S-Sale D Common Stock 901 28.29 25.5K 36,487
2024-02-12 Herman Jenny Officer S-Sale D Common Stock 787 28.29 22.3K 11,761
2024-02-12 Abel Robert Lorne Officer S-Sale D Common Stock 1,205 27.55 33.2K 9,340
2023-09-15 Herman Jenny Officer M-Exempt A Common Stock 4,545 1.20 5.5K 12,548
2023-08-09 Lorton Kenneth Patrick Officer S-Sale D Common Stock 10,000 40.06 400.6K 37,388
2023-08-09 Dugan Margaret Officer A-Award A Stock Option (right to buy) 90,000 39.89 3.59M 90,000
2023-07-31 Dugan Margaret Officer 0 0.00 0
2023-06-30 Tran Yvonne Officer M-Exempt D Stock Option (right to buy) 12,040 17.00 204.7K 188,619
2023-06-15 Thornberry Nancy Director A-Award A Common Stock 6,250 0.00 6,250
2023-06-15 Sender Gary Director A-Award A Stock Option (right to buy) 12,500 45.26 565.8K 12,500
2023-06-15 OBEROI ARUN Director A-Award A Stock Option (right to buy) 12,500 45.26 565.8K 12,500
2023-06-15 Lynton Michael Director A-Award A Stock Option (right to buy) 12,500 45.26 565.8K 12,500
2023-06-15 Kapeller-Libermann Rosana Director A-Award A Common Stock 6,250 0.00 6,250
2023-06-15 GINSBERG GARY L Director A-Award A Stock Option (right to buy) 12,500 45.26 565.8K 12,500
2023-06-15 Friesner Richard Director A-Award A Common Stock 6,250 0.00 510,700
2023-06-15 Chodakewitz Jeffrey Director A-Award A Common Stock 6,250 0.00 6,250
2023-05-23 Tran Yvonne Officer S-Sale D Common Stock 7,960 40.01 318.5K 12,721
2023-05-23 Lorton Kenneth Patrick Officer S-Sale D Common Stock 10,000 40.06 400.6K 47,388
2023-05-22 Tran Yvonne Officer M-Exempt A Common Stock 108 3.07 331.56 12,829
2023-05-22 Thornberry Nancy Director M-Exempt D Stock Option (right to buy) 14,850 11.52 171.1K 27,020
2023-02-09 Tran Yvonne Officer A-Award A Common Stock 7,590 0.00 12,721
2023-02-09 Porges Geoffrey Craig Officer A-Award A Stock Option (right to buy) 54,735 23.29 1.27M 54,735
2023-02-09 Lorton Kenneth Patrick Officer A-Award A Stock Option (right to buy) 49,000 23.29 1.14M 49,000
2023-02-09 Herman Jenny Officer A-Award A Common Stock 8,000 0.00 8,003
2023-02-09 Farid Ramy Director / Officer A-Award A Stock Option (right to buy) 65,525 25.62 1.68M 65,525
2023-02-09 Akinsanya Karen Officer A-Award A Stock Option (right to buy) 63,270 23.29 1.47M 63,270
2023-02-09 Abel Robert Lorne Officer A-Award A Common Stock 10,545 0.00 10,545
2023-02-02 Tran Yvonne Officer S-Sale D Common Stock 25,000 27.26 681.4K 5,131
2023-01-04 Farid Ramy Officer M-Exempt A Common Stock 66,886 1.20 80.3K 251,318
2022-08-18 Porges Geoffrey Craig Officer A-Award A Stock Option (right to buy) 180,000 0.00 180,000
2022-08-11 Thornberry Nancy Director M-Exempt D Stock Option (right to buy) 4,950 11.52 57.0K 41,870
2022-06-15 Thornberry Nancy Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-06-15 Sender Gary Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-06-15 Lynton Michael Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-06-15 Kapeller-Libermann Rosana Director A-Award A Stock Option (right to buy) 14,907 24.51 365.4K 14,907
2022-06-15 GINSBERG GARY L Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-06-15 Friesner Richard Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-06-15 Chodakewitz Jeffrey Director A-Award A Stock Option (right to buy) 14,907 0.00 14,907
2022-05-17 OBEROI ARUN Director A-Award A Stock Option (right to buy) 30,223 24.77 748.6K 30,223
2022-02-09 Tran Yvonne Officer A-Award A Stock Option (right to buy) 60,000 27.76 1.67M 60,000
2022-02-09 Lorton Kenneth Patrick Officer A-Award A Stock Option (right to buy) 70,000 27.76 1.94M 70,000
2022-02-09 Herman Jenny Officer A-Award A Stock Option (right to buy) 30,000 27.76 832.8K 30,000
2022-02-09 Farid Ramy Director / Officer A-Award A Stock Option (right to buy) 215,000 27.76 5.97M 215,000
2022-02-09 Akinsanya Karen Officer A-Award A Stock Option (right to buy) 80,000 27.76 2.22M 80,000
2022-02-09 Abel Robert Lorne Officer A-Award A Stock Option (right to buy) 70,000 27.76 1.94M 70,000
2021-12-13 Abel Robert Lorne Officer M-Exempt D Stock Option (right to buy) 15,601 17.00 265.2K 94,756
2021-10-15 Akinsanya Karen Officer M-Exempt A Common Stock 1,393 4.34 6.0K 1,393
2021-09-15 Akinsanya Karen Officer M-Exempt D Stock Option (right to buy) 1,394 4.34 6.0K 44,591
2021-09-13 Abel Robert Lorne Officer M-Exempt D Stock Option (right to buy) 15,602 17.00 265.2K 110,357
2021-09-02 Lebowitz Joel Officer S-Sale D Common Stock 3,874 64.62 250.4K 0
2021-09-01 Lebowitz Joel Officer S-Sale D Common Stock 1,700 64.53 109.7K 0
2021-08-16 Akinsanya Karen Officer M-Exempt A Common Stock 4,180 4.34 18.1K 24,361
2021-08-02 Tran Yvonne Officer S-Sale D Common Stock 3,950 67.39 266.2K 13,181
2021-07-19 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 11,986 69.19 829.3K 6,103,042
2021-07-16 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,177 66.08 209.9K 6,191,926
2021-07-15 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 9,280 65.79 610.5K 6,245,181
2021-07-14 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 13,950 68.43 954.6K 6,257,391
2021-07-14 Lebowitz Joel Officer S-Sale D Common Stock 305 69.45 21.2K 0
2021-07-13 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 18,220 69.67 1.27M 6,321,505
2021-07-12 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 1,483 75.18 111.5K 6,340,625
2021-07-09 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,345 75.90 405.7K 6,360,655
2021-07-08 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,673 73.75 418.4K 6,400,395
2021-07-07 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 12,109 72.49 877.8K 6,438,319
2021-07-06 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 1,011 76.23 77.1K 6,450,428
2021-07-02 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 9,177 75.27 690.8K 6,485,094
2021-07-01 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 14,816 75.83 1.12M 6,521,030
2021-06-30 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 30,021 76.06 2.28M 6,542,434
2021-06-29 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 16,724 77.75 1.30M 6,584,439
2021-06-28 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 33,323 79.08 2.64M 6,601,476
2021-06-25 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,400 76.77 261.0K 6,874,191
2021-06-24 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 41,319 78.48 3.24M 6,877,591
2021-06-23 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 32,536 76.77 2.50M 6,977,634
2021-06-22 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,311 74.60 396.2K 7,133,861
2021-06-21 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 36,190 75.22 2.72M 7,140,258
2021-06-21 Abel Robert Lorne Officer M-Exempt D Stock Option (right to buy) 2,214 2.92 6.5K 0
2021-06-18 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 26,870 73.86 1.98M 7,225,535
2021-06-17 Thornberry Nancy Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 Sender Gary Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 33,219 76.09 2.53M 7,261,960
2021-06-17 Lynton Michael Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 Kapeller-Libermann Rosana Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 GINSBERG GARY L Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 Friesner Richard Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-17 Chodakewitz Jeffrey Director A-Award A Stock Option (right to buy) 8,736 76.08 664.6K 8,736
2021-06-16 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 19,107 74.40 1.42M 7,314,209
2021-06-15 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 8,723 73.38 640.1K 7,393,236
2021-06-14 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,040 78.34 238.2K 7,401,959
2021-06-14 Lebowitz Joel Officer S-Sale D Common Stock 200 78.60 15.7K 0
2021-06-08 Akinsanya Karen Officer M-Exempt A Common Stock 10,242 4.34 44.5K 10,242
2021-06-07 Kapeller-Libermann Rosana Director S-Sale D Common Stock 1,000 75.00 75.0K 0
2021-06-07 Akinsanya Karen Officer S-Sale D Common Stock 6,479 75.10 486.6K 0
2021-05-26 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 300 69.48 20.8K 7,445,422
2021-05-25 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 2,780 67.07 186.4K 7,489,104
2021-05-24 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 23,067 65.47 1.51M 7,495,296
2021-05-20 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 16,154 64.10 1.04M 7,526,444
2021-05-19 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 2,394 61.96 148.3K 7,567,084
2021-05-18 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 8,739 64.86 566.8K 7,569,478
2021-05-18 Lebowitz Joel Officer S-Sale D Common Stock 5,574 64.45 359.2K 0
2021-05-14 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 2,800 58.34 163.4K 7,620,080
2021-05-13 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,774 58.10 335.5K 7,642,106
2021-05-12 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 300 62.33 18.7K 7,647,880
2021-05-07 Lorton Kenneth Patrick Officer M-Exempt D Stock Option (right to buy) 1,442 17.00 24.5K 87,199
2021-05-06 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,630 67.66 245.6K 7,674,870
2021-05-05 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 11,641 68.74 800.2K 7,721,239
2021-05-05 Abel Robert Lorne Officer M-Exempt D Stock Option (right to buy) 2,496 1.57 3.9K 0
2021-05-04 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 17,865 69.88 1.25M 7,737,195
2021-04-29 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 4,747 74.09 351.7K 7,788,533
2021-04-28 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 26,754 76.58 2.05M 7,797,845
2021-04-27 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 730 78.62 57.4K 7,828,280
2021-04-21 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 13,292 72.41 962.4K 7,864,405
2021-04-20 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,420 70.70 383.2K 7,902,019
2021-04-19 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 3,210 76.83 246.6K 7,924,405
2021-04-15 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 25,881 78.52 2.03M 7,954,405
2021-04-14 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 16,831 78.63 1.32M 8,003,697
2021-04-14 Lebowitz Joel Officer M-Exempt D Stock Option (right to buy) 5,574 4.34 24.2K 105,904
2021-04-13 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 11,786 73.89 870.9K 8,063,019
2021-04-09 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 18,473 74.18 1.37M 8,077,385
2021-04-08 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 23,495 76.32 1.79M 8,122,914
2021-04-07 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 9,543 75.94 724.6K 8,157,446
2021-04-01 Weiser Jorg Director / Officer M-Exempt A Common Stock 418 4.34 1.8K 117,470
2021-04-01 Tran Yvonne Officer S-Sale D Common Stock 400 81.39 32.6K 17,131
2021-04-01 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,849 80.59 471.4K 8,182,235
2021-04-01 Daniel Jennifer Officer S-Sale D Common Stock 418 78.34 32.7K 6,688
2021-03-31 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 13,256 75.20 996.9K 8,311,806
2021-03-30 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 14,728 71.81 1.06M 8,326,052
2021-03-24 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 5,439 70.29 382.3K 8,368,906
2021-03-23 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 100 77.52 7.8K 8,416,152
2021-03-23 D'Cruz Cony Officer S-Sale D Common Stock 2,800 79.00 221.2K 0
2021-03-22 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 19,361 81.86 1.58M 8,473,736
2021-03-18 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 100 79.86 8.0K 8,516,052
2021-03-17 Weiser Jorg Director / Officer S-Sale D Common Stock 904 80.85 73.1K 117,352
2021-03-17 SHAW DAVID E 10% Owner S-Sale D Common Stock, par value $0.01 per share 895 81.80 73.2K 8,546,052
2021-03-16 Weiser Jorg Director / Officer S-Sale D Common Stock 37,060 82.00 3.04M 126,356

Executive team

Top executives
EBIT / Employee
-120.8K
Shares Outstanding
74.72M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Ramy Farid President and Chief Executive Officer 730.0K 796.5K 1.97M 570.9K 14.8K 4.08M 67.75%
2 2025 Karen Akinsanya President, Head of Therapeutics R&D and Chief Strategy Officer, Partnerships 600.0K 331.9K 834.8K 331.2K 13.0K 2.11M 55.27%
3 2025 Geoffrey Porges Chief Financial Officer 317.7K 265.5K 667.9K 770.8K 2.02M 46.16%
4 2025 Mannix Aklian Chief Commercial Officer, Global Head of Software Sales & Marketing 286.7K 75.0K 301.5K 1.15M 180.0K 14.5K 2.01M 72.35%
5 2025 Yvonne Tran Chief Legal Officer and Chief People Officer 584.0K 265.5K 667.9K 268.6K 14.8K 1.80M 51.83%
6 2025 Richie Jain Chief Financial Officer 503.7K 588.5K 459.5K 231.9K 12.3K 1.80M 58.35%
7 2024 Ramy Farid President and Chief Executive Officer 704.1K 3.16M 526.3K 14.6K 4.41M 71.75%
8 2024 Karen Akinsanya President of RD, Therapeutics 562.6K 1.81M 355.9K 12.9K 2.74M 65.97%
9 2024 Karen Akinsanya President, Head of Therapeutics R&D and Chief Strategy Officer, Partnerships 562.6K 1.81M 355.9K 12.9K 2.74M 65.97%
10 2024 Geoffrey Porges Chief Financial Officer 627.1K 1.35M 396.7K 14.6K 2.39M 56.60%
11 2024 Robert Abel Chief Scientific Officer, Platform 460.0K 1.40M 264.5K 12.3K 2.13M 65.44%
12 2024 Patrick Lorton Chief Operating Officer, Software and Chief Technology Officer 460.0K 1.40M 264.5K 12.3K 2.13M 65.44%
13 2023 Margaret Dugan Chief Medical Officer 218.6K 100.0K 598.4K 2.15M 78.5K 4.2K 3.15M 87.26%
14 2023 Ramy Farid President and Chief Executive Officer 677.0K 2.07M 365.6K 13.8K 3.12M 66.19%
15 2023 Robert Abel Chief Scientific Officer, Platform 410.0K 245.6K 882.7K 147.6K 11.8K 1.70M 66.46%
16 2023 Karen Akinsanya President, Head of Therapeutics R&D and Chief Strategy Officer, Partnerships 541.0K 882.7K 243.5K 13.3K 1.68M 52.53%
17 2023 Karen Akinsanya President of RD, Therapeutics 541.0K 882.7K 243.5K 13.3K 1.68M 52.53%
18 2023 Geoffrey Porges Chief Financial Officer 603.0K 763.6K 271.4K 13.8K 1.65M 46.23%
19 2022 Ramy Farid President and Chief Executive Officer 651.0K 2.88M 375.0K 12.7K 3.92M 73.48%
20 2022 Geoffrey Porges Chief Financial Officer 213.5K 230.0K 2.70M 103.0K 8.6K 3.25M 82.94%
21 2022 Karen Akinsanya President, RD Therapeutics 515.4K 1.07M 249.6K 12.7K 1.85M 57.93%
22 2022 Yvonne Tran Chief Legal Officer 475.0K 803.0K 182.4K 12.7K 1.47M 54.51%
23 2022 Robert Abel Chief Computational Scientist and Head of Modeling RD 374.0K 936.8K 143.6K 10.8K 1.47M 63.94%
24 2022 Jenny Herman Senior Vice President, Finance and Corporate Controller 384.2K 401.5K 126.7K 10.8K 923.1K 43.49%
25 2022 Joel Lebowitz Former Chief Financial Officer 71.7K 374.9K 446.5K 0.00%
26 2021 Ramy Farid President and Chief Executive Officer 620.0K 7.47M 390.6K 12.1K 8.49M 87.96%
27 2021 Karen Akinsanya President, RD Therapeutics 460.0K 3.98M 193.2K 12.1K 4.65M 85.69%
28 2021 Robert Abel Chief Computational Scientist and Head of Modeling RD 356.0K 3.98M 149.5K 10.3K 4.50M 88.54%
29 2021 Patrick Lorton Chief Operating Officer, Software and Chief Technology Officer 352.0K 3.98M 147.8K 10.3K 4.49M 88.65%
30 2021 Joel Lebowitz Former Chief Financial Officer 410.0K 1.99M 172.2K 12.1K 2.59M 77.02%
31 2020 Ramy Farid President and Chief Executive Officer 525.8K 7.50M 473.2K 11.9K 8.51M 88.12%
32 2020 Yvonne Tran Executive Vice President and Chief Legal Officer 428.0K 1.68M 256.8K 11.9K 2.38M 70.67%
33 2020 Karen Akinsanya Executive Vice President, Chief Biomedical Scientist, Head of Discovery RD 400.0K 1.68M 240.0K 11.9K 2.33M 72.03%
34 2020 Karen Akinsanya President, RD Therapeutics 400.0K 1.68M 240.0K 11.9K 2.33M 72.03%
35 2019 Ramy Farid President and Chief Executive Officer 478.0K 143.4K 11.7K 633.1K 0.00%
36 2019 Yvonne Tran Executive Vice President and Chief Legal Officer 415.0K 124.5K 10.0K 549.5K 0.00%
37 2019 Karen Akinsanya Executive Vice President, Chief Biomedical Scientist, Head of Discovery RD 330.0K 99.0K 11.7K 440.7K 0.00%
38 2019 Karen Akinsanya President, RD Therapeutics 330.0K 99.0K 11.7K 440.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-30 SC 13G/A
2026-04-29 SC 13G
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-17 4
2026-04-17 4
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Ramy Farid Chief Executive Officer, President & Director 1M
Karen Akinsanya President, Head of Therapeutics R&D and Chief Strategy Officer & Partnerships 944.2K
Yvonne Tran Corporate Secretary, Chief Legal & People Officer 867.4K female
Richie Jain Executive Vice President, Chief Financial Officer & Treasurer 748.0K male
Robert Lorne Abel Executive Vice President, Chief Scientific Officer of Platform and Head of Modeling R&D 736.8K
Kenneth Patrick Lorton Executive Vice President, Chief Technology Officer & Chief Operating Officer of Software 736.8K male
Mannix Aklian Executive VP, Chief Commercial Officer and Global Head of Software Sales & Marketing 556.2K male
Jenny Herman Chief Accounting Officer 521.6K female
Richard A. Friesner Co-Founder, Scientific Advisory Chairman and Director 486.8K
Jaren Irene Madden Chief Corporate Affairs Officer & Head of Investor Relations female
Shane Brauner Executive Vice President & Chief Information Officer male
Therese Abrams Principal Accounting Officer female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2026
E (Environmental)
58.6 / 63.0
Company / Sector avg.
S (Social)
66.6 / 69.8
Company / Sector avg.
G (Governance)
62.2 / 68.0
Company / Sector avg.
ESG Total
62.5 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
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No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits