We are live on ! Find out more
ACCD

Accolade Inc
ACCD

Delisted

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

Back to rankings

150 hedge funds and large institutions have $615M invested in Accolade Inc in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 156 → 150 (-6)

19% less capital invested

Capital invested by funds: $755M → $615M (-$140M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

84% less call options, than puts

Call options by funds: $3.18M | Put options by funds: $19.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
60
Reduced
36
Closed
25
Calls
$3.18M
Puts
$19.3M
Net Calls
-$16.2M
Net Calls Change
+$3.31M

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$15.4M
2
NAMA
Nikko Asset Management Americas
New York
+$12.4M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$12.4M
4
AIM
ARK Investment Management
Florida
+$4.71M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.62M
3
Marshall Wace
Marshall Wace
United Kingdom
-$5.09M
4
N
Nuveen
North Carolina
-$3.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.43M +$79.6K +6,069 +3%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.35M +$2.92M +222,527 New
Deutsche Bank
28
Deutsche Bank
Germany
$2.1M -$1.19M -90,642 -31%
Ameriprise
29
Ameriprise
Minnesota
$1.84M -$95.6K -7,288 -4%
UBS Group
30
UBS Group
Switzerland
$1.73M +$860K +65,579 +67%
Millennium Management
31
Millennium Management
New York
$1.69M +$1.77M +134,605 +536%
ET
32
Equitable Trust
Tennessee
$1.64M – – –
Swiss National Bank
33
Swiss National Bank
Switzerland
$1.58M +$91.8K +7,000 +5%
Citadel Advisors
34
Citadel Advisors
Florida
$1.52M -$5.62M -428,301 -75%
Stifel Financial
35
Stifel Financial
Missouri
$1.38M +$86.9K +6,621 +5%
Lazard Asset Management
36
Lazard Asset Management
New York
$1.21M -$25.8K -1,969 -2%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$1.15M +$18.7K +1,423 +1%
William Blair & Company
38
William Blair & Company
Illinois
$1.13M +$17.1K +1,302 +1%
Invesco
39
Invesco
Georgia
$1.12M -$1.18M -90,291 -46%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.09M +$35.3K +2,693 +3%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$1.09M +$1.35M +102,598 New
TAM
42
Titleist Asset Management
Texas
$1.02M – – –
Two Sigma Advisers
43
Two Sigma Advisers
New York
$977K -$1.51M -115,000 -55%
BA
44
Bridgewater Associates
Connecticut
$938K +$136K +10,375 +13%
CAM
45
ClariVest Asset Management
California
$912K +$1.13M +86,252 New
CS
46
Credit Suisse
Switzerland
$875K +$13.3K +1,016 +1%
CAM
47
Cresset Asset Management
Illinois
$856K – – –
Legal & General Group
48
Legal & General Group
United Kingdom
$813K +$123K +9,377 +14%
US Bancorp
49
US Bancorp
Minnesota
$802K – – –
UBS AM
50
UBS AM
Illinois
$799K +$43K +3,281 +5%
1
2
3 4 5

ACCD Hedge Fund Activity: Q3 2023 in Review

150 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2023, worth a combined $615M — down 19% from $755M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of ACCD and 20 opened new positions — a net loss of 5 holders — while 36 trimmed existing stakes and 60 added.

The largest buyer was Woodline Partners, opening a new position worth an estimated $15.4M. The largest seller was Bank of America, cutting an estimated $7.33M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q3 2023, down from 156 in Q2 2023.
  • Funds reported $615M of Accolade Inc stock for Q3 2023, down 19% quarter-over-quarter.
  • 20 funds opened new Accolade Inc positions in Q3 2023 and 25 closed out, a net change of -5 holders.
  • The largest Accolade Inc buyer in Q3 2023 was Woodline Partners, an estimated $15.4M added.
  • The largest Accolade Inc seller in Q3 2023 was Bank of America, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2023.