First Trust Capital Management’s Accolade Inc ACCD Stock Holding History

First Trust Capital Management’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,257,932	Closed	-$15.8M	–	143
2025 Q1	$15.8M	Buy	+2,257,932	New	+$15.1M	1.14%	35

Other funds holding ACCD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Capital Management's ACCD Position: Q2 2025 in Review

First Trust Capital Management sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 2,257,932 shares — an estimated $15.8M sold.

First Trust Capital Management first reported a position in ACCD in Q1 2025 and held it in 1 quarter. The position peaked at $15.8M in Q1 2025. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

First Trust Capital Management reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
First Trust Capital Management sold 2,257,932 Accolade Inc shares in Q2 2025, an estimated $15.8M.
First Trust Capital Management first reported a position in Accolade Inc in Q1 2025 and held it in 1 quarter.
First Trust Capital Management's Accolade Inc position peaked at $15.8M in Q1 2025.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

Based on First Trust Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.