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ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $395M invested in Accolade Inc in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

1% more funds holding

Funds holding: 149150 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less capital invested

Capital invested by funds: $651M → $395M (-$256M)

85% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $12.4M

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
55
Reduced
39
Closed
23
Calls
$1.86M
Puts
$12.4M
Net Calls
-$10.5M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
101
LPL Financial
California
$96.4K +$5.96K +624 +5%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$95K +$82.3K +8,617 +236%
OQS
103
Occudo Quantitative Strategies
Florida
$86.3K -$605K -63,346 -85%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$86K +$28.6K +3,000 +37%
BHCM
105
Boulder Hill Capital Management
New York
$85.7K +$105K +11,000 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$85.1K +$106K +11,122 New
JMPWA
107
JP Morgan Private Wealth Advisors
California
$77.9K
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$71K -$365K -38,218 -81%
PA
109
Parallel Advisors
California
$69.1K +$1.43K +150 +2%
AB
110
Amalgamated Bank
New York
$65K
TRCT
111
Tower Research Capital (TRC)
New York
$58K -$27.1K -2,843 -28%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$50.4K
AIP
113
Ameritas Investment Partners
Nebraska
$49.3K
Parallax Volatility Advisers
114
Parallax Volatility Advisers
California
$48.9K +$60K +6,282 New
GC
115
GGV Capital
California
$41K
Osaic Holdings
116
Osaic Holdings
Arizona
$38K -$6.3K -660 -12%
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$30.6K
Canada Life
118
Canada Life
Manitoba, Canada
$28K +$17.6K +1,842 +104%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$25K +$29 +3 +0.1%
CG
120
Cutler Group
California
$24K +$30K +3,144 New
Wells Fargo
121
Wells Fargo
California
$22.2K -$118K -12,399 -81%
Citigroup
122
Citigroup
New York
$16.1K -$5.02K -526 -20%
WT
123
Whittier Trust
California
$14.1K
CAL
124
Capital Advisors Ltd
Ohio
$10K +$239 +25 +2%
BCV
125
Banque Cantonale Vaudoise
Switzerland
$8K

ACCD Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2022, worth a combined $395M — down 39% from $651M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ACCD positions and 23 closed out — a net gain of 6 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.2M. The largest seller was Brown Advisory, cutting an estimated $8.59M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q4 2022, up from 149 in Q3 2022.
  • Funds reported $395M of Accolade Inc stock for Q4 2022, down 39% quarter-over-quarter.
  • 29 funds opened new Accolade Inc positions in Q4 2022 and 23 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $5.2M added.
  • The largest Accolade Inc seller in Q4 2022 was Brown Advisory, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2022.