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ACCD

Accolade Inc

Delisted

ACCD was delisted on the 7th of April, 2025.

167 hedge funds and large institutions have $2.03B invested in Accolade Inc in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $4.98M

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 162167 (+5)

16% less capital invested

Capital invested by funds: $2.43B → $2.03B (-$401M)

Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
78
Reduced
39
Closed
19
Calls
$22.6M
Puts
$4.98M
Net Calls
+$17.7M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$16.5M +$806K +17,151 +5%
Charles Schwab
27
Charles Schwab
California
$16.2M +$9.37M +199,456 +108%
BAMCO Inc
28
BAMCO Inc
New York
$15M +$1.47M +31,251 +10%
SAM
29
Silvercrest Asset Management
New York
$14.9M +$5.6M +119,209 +51%
Wells Fargo
30
Wells Fargo
California
$14.2M +$4.15M +88,415 +36%
RPAM
31
Rhenman & Partners Asset Management
Sweden
$13.7M +$1.17M +25,000 +8%
Two Sigma Investments
32
Two Sigma Investments
New York
$13.4M +$10.9M +231,758 +270%
PAMS
33
Pictet Asset Management (Switzerland)
Switzerland
$12M +$13.4M +284,838 New
PA
34
Perceptive Advisors
New York
$11.8M +$1.6M +34,033 +14%
FCC
35
Founders Circle Capital
California
$9.82M +$10.9M +232,801 New
NCGI
36
Next Century Growth Investors
Minnesota
$9.76M -$1.68M -35,779 -13%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$8.95M +$2.96M +62,889 +42%
N
38
Nuveen
North Carolina
$8.94M -$1.86M -39,643 -16%
SAM
39
Sectoral Asset Management
Quebec, Canada
$8.86M -$940K -20,000 -9%
OCM
40
Osterweis Capital Management
California
$7.97M -$71.9K -1,530 -0.8%
JRP
41
Jasper Ridge Partners
California
$7.68M
Millennium Management
42
Millennium Management
New York
$7.44M +$324K +6,890 +4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$7.38M -$5.74M -122,145 -41%
Norges Bank
44
Norges Bank
Norway
$6.49M +$4.12M +87,705 +133%
Citadel Advisors
45
Citadel Advisors
Florida
$6.38M +$2.08M +44,321 +41%
PFM
46
Premier Fund Managers
United Kingdom
$5.59M
AACP
47
Advantage Alpha Capital Partners
California
$5.53M +$2.05M +43,710 +50%
Voloridge Investment Management
48
Voloridge Investment Management
Florida
$4.75M -$4.51M -96,070 -46%
EIM
49
Essex Investment Management
Massachusetts
$4.7M +$3.56M +75,674 +211%
BCI
50
Brinker Capital Investments
Pennsylvania
$4.62M

ACCD Hedge Fund Activity: Q3 2021 in Review

167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2021, worth a combined $2.03B — down 16% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ACCD positions and 19 closed out — a net gain of 7 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, adding an estimated $47M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $48.3M.

  • 167 institutional investors held Accolade Inc (ACCD) as of Q3 2021, up from 162 in Q2 2021.
  • Funds reported $2.03B of Accolade Inc stock for Q3 2021, down 16% quarter-over-quarter.
  • 26 funds opened new Accolade Inc positions in Q3 2021 and 19 closed out, a net change of +7 holders.
  • The largest Accolade Inc buyer in Q3 2021 was Vanguard Group, an estimated $47M added.
  • The largest Accolade Inc seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2021.