SDGR Schrodinger, Inc.
Price Chart
Executive Summary
Schrodinger's Chief Commercial Officer, Global Head of Software Sales and Marketing, Mannix Aklian, departed effective immediately on May 18, 2026. Former EVP of Sales Paul Davie returns as interim replacement while a permanent search is underway. The company simultaneously reaffirmed its full-year and Q2 2026 financial and operational guidance from the May 5 earnings release — no numbers or changes provided. This follows a recent DEFA14A proxy filing 22 days prior, suggesting board-level or governance tensions.
Actionable Insight
The abrupt departure of the top software sales executive, even with an interim replacement, is a leadership stability concern — especially given the recent proxy filing (DEFA14A). Monitor for any future 8-K regarding the permanent replacement, as well as the Q2 2026 earnings release for any guidance revision or sales performance update. Until then, the filing provides no new financial data to trade on.
Key Facts
- Mannix Aklian ceased as CCO and Global Head of Software Sales and Marketing on May 18, 2026, effective immediately.
- Paul Davie, former EVP of Sales, returns as interim Chief Commercial Officer; company is searching for a permanent replacement.
- Company reaffirms full-year and Q2 2026 guidance provided on May 5, 2026 — no specific figures or revisions disclosed.
- CROSS-FILING CONTEXT: A DEFA14A proxy filing was submitted 22 days prior (April 28, 2026), indicating potential governance or board-level activity.
- Historical calibration for SDGR shows 0% win rate at T+20 across 3 settled reports with avg -7.03% P&L, suggesting past reads were directionally incorrect.
Financial Impact
No financial figures reported. Guidance reaffirmed but without specific revenue, EPS, or margin numbers.
Risk Factors
- Abrupt CCO departure could signal internal turmoil or missed sales targets — risk of negative sentiment overshadowing reaffirmed guidance.
- Cross-filing DEFA14A suggests possible governance friction; further departures or a material weakness disclosure could follow.
- Low historical T+20 win rate (0%) and negative avg alpha on this ticker adds caution for directional bets based on this filing alone.
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001490978-26-000041 |
| Document: 0001490978-26-000041-index-headers.html | 0001490978-26-000041 |
| Document: 0001490978-26-000041-index.html | 0001490978-26-000041 |
| Document: 0001490978-26-000041.txt | 0001490978-26-000041 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 20, 2026
20d ago
|
8-K
| $13.23 $14.16 | ▲ +7.03% | ▲ +5.43% | $14.40 (+8.84%) |
|
May 5, 2026
5w ago
|
8-K
| $12.98 $12.69 | ▼ −2.23% | ▼ −3.37% | $14.40 (+10.94%) |
|
Apr 16, 2026
7w ago
|
Insider Cluster
| $12.06 $11.41 | ▲ +5.39% | ▲ +6.37% | $14.40 (−19.40%) |
|
Mar 4, 2026
14w ago
|
Insider Cluster
| $13.12 $12.73 | ▼ −2.97% | ▼ −1.64% | $14.40 (+9.76%) |
|
Feb 25, 2026
15w ago
|
8-K
| $11.80 $13.12 | ▲ +11.19% | ▲ +12.29% | $14.40 (+22.03%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access