PTC
ACCD

Petrus Trust Company’s Accolade Inc ACCD Stock Holding History

Petrus Trust Company’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
Q1 		– Sell
-87,384
Closed -$299K – 818
2024
Q4 		$299K Hold
87,384
– – 0.03% 426
2024
Q3 		$336K Buy
87,384
+23,803
+37% +$93.2K 0.03% 369
2024
Q2 		$228K Buy
63,581
+40,930
+181% +$310K 0.02% 515
2024
Q1 		$237K Buy
22,651
+3,553
+19% +$40.4K 0.02% 523
2023
Q4 		$229K Hold
19,098
– – 0.02% 530
2023
Q3 		$202K Buy
19,098
+6,613
+53% +$86.8K 0.02% 526
2023
Q2 		$168K Buy
+12,485
New +$162K 0.02% 544

Other funds holding ACCD

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petrus Trust Company's ACCD Position: Q1 2025 in Review

Petrus Trust Company sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 87,384 shares — an estimated $299K sold.

Petrus Trust Company first reported a position in ACCD in Q2 2023 and held it in 7 quarters. The position peaked at $336K in Q3 2024. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • Petrus Trust Company reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 87,384 Accolade Inc shares in Q1 2025, an estimated $299K.
  • Petrus Trust Company first reported a position in Accolade Inc in Q2 2023 and held it in 7 quarters.
  • Petrus Trust Company's Accolade Inc position peaked at $336K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.