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ACCD

Accolade Inc

Delisted

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

151 hedge funds and large institutions have $819M invested in Accolade Inc in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more capital invested

Capital invested by funds: $395M → $819M (+$424M)

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

1% more funds holding

Funds holding: 150151 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $26.5M

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
59
Reduced
35
Closed
20
Calls
$1.68M
Puts
$26.5M
Net Calls
-$24.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PEAK6 Investments
Illinois
$223K +$16K +1,410 +10%
Mariner
102
Mariner
Kansas
$215K +$9.61K +849 +6%
CC
103
Corton Capital
Ontario, Canada
$201K +$158K +13,981 New
IAIM
104
International Assets Investment Management
Florida
$198K -$55.5K -4,900 -26%
PWPS
105
Pinnacle Wealth Planning Services
Ohio
$192K
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$179K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$174K +$11.3K +1,000 +9%
LPL Financial
108
LPL Financial
California
$174K -$3.09K -273 -2%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$171K +$7.62K +673 +6%
DU
110
Delphia (USA)
Ontario, Canada
$163K +$128K +11,331 New
JMPWA
111
JP Morgan Private Wealth Advisors
California
$144K
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$131K
PA
113
Parallel Advisors
California
$127K
AB
114
Amalgamated Bank
New York
$99K -$17K -1,505 -18%
Bessemer Group
115
Bessemer Group
New Jersey
$94K +$73.8K +6,517 New
Osaic Holdings
116
Osaic Holdings
Arizona
$93.4K +$19.1K +1,690 +35%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$93.1K
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$92K -$66.6K -5,888 -48%
DFCM
119
Dark Forest Capital Management
Puerto Rico
$84.2K +$65.2K +5,760 +6,063%
GC
120
GGV Capital
California
$75.8K
AIP
121
Ameritas Investment Partners
Nebraska
$73.4K
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$52.6K -$3.03K -268 -7%
Canada Life
123
Canada Life
Manitoba, Canada
$52K
SOW
124
State of Wyoming
Wyoming
$51.5K +$40.5K +3,578 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$46K -$34 -3 -0.1%

ACCD Hedge Fund Activity: Q1 2023 in Review

151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2023, worth a combined $819M — up 107% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACCD positions and 20 closed out — a net gain of 4 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Sepio Capital, opening a new position worth an estimated $17M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 151 institutional investors held Accolade Inc (ACCD) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $819M of Accolade Inc stock for Q1 2023, up 107% quarter-over-quarter.
  • 24 funds opened new Accolade Inc positions in Q1 2023 and 20 closed out, a net change of +4 holders.
  • The largest Accolade Inc buyer in Q1 2023 was Sepio Capital, an estimated $17M added.
  • The largest Accolade Inc seller in Q1 2023 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.