IEQ Capital’s Accolade Inc ACCD Stock Holding History

IEQ Capital’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	-39,804	Closed	-$278K	–	2030
2025 Q1	$278K	Sell	39,804 -42,705	-52%	-$286K	﹤0.01%	1222
2024 Q4	$282K	Buy	82,509 +41,071	+99%	+$146K	﹤0.01%	1052
2024 Q3	$160K	Buy	+41,438	New	+$162K	﹤0.01%	1078
2024 Q2	–	Sell	-259,748	Closed	-$2.72M	–	1043
2024 Q1	$2.72M	Sell	259,748 -854,943	-77%	-$9.72M	0.04%	267
2023 Q4	$13.4M	Buy	+1,114,691	New	+$9.55M	0.22%	67

Other funds holding ACCD

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

IEQ Capital's ACCD Position: Q2 2025 in Review

IEQ Capital sold out of Accolade Inc (ACCD) in Q2 2025, closing a stake of 39,804 shares — an estimated $278K sold.

IEQ Capital first reported a position in ACCD in Q4 2023 and held it in 5 quarters. The position peaked at $13.4M in Q4 2023. 1 fund tracked by Wall St. Rank holds ACCD as of Q2 2025.

IEQ Capital reported no remaining Accolade Inc position as of Q2 2025 after selling out during the quarter.
IEQ Capital sold 39,804 Accolade Inc shares in Q2 2025, an estimated $278K.
IEQ Capital first reported a position in Accolade Inc in Q4 2023 and held it in 5 quarters.
IEQ Capital's Accolade Inc position peaked at $13.4M in Q4 2023.
1 fund tracked by Wall St. Rank held Accolade Inc as of Q2 2025.

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