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ACCD

Accolade Inc

Delisted

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

156 hedge funds and large institutions have $755M invested in Accolade Inc in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

3% more funds holding

Funds holding: 151156 (+5)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $819M → $755M (-$64.1M)

82% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $23.7M

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
53
Reduced
50
Closed
19
Calls
$4.27M
Puts
$23.7M
Net Calls
-$19.5M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
XT
101
XTX Topco
Cayman Islands
$209K +$201K +15,508 New
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$207K -$15.7K -1,211 -7%
SSA
103
Schonfeld Strategic Advisors
New York
$202K +$195K +14,988 New
Handelsbanken Fonder
104
Handelsbanken Fonder
Sweden
$197K -$32.5K -2,500 -15%
PWPS
105
Pinnacle Wealth Planning Services
Ohio
$179K
CM
106
Caption Management
Oklahoma
$175K +$156K +12,000 +1,200%
GCP
107
GSA Capital Partners
United Kingdom
$175K -$493K -37,971 -75%
PTC
108
Petrus Trust Company
Texas
$168K +$162K +12,485 New
Mariner
109
Mariner
Kansas
$166K -$36.3K -2,795 -18%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$165K
LPL Financial
111
LPL Financial
California
$165K +$1.79K +138 +1%
JFG
112
Jefferies Financial Group
New York
$162K +$156K +11,994 New
DI
113
DFPG Investments
Utah
$149K +$134K +10,285 New
AB
114
Amalgamated Bank
New York
$134K +$39.4K +3,034 +44%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$121K +$33.9K +2,613 +41%
PA
116
Parallel Advisors
California
$120K +$649 +50 +0.6%
Bessemer Group
117
Bessemer Group
New Jersey
$102K +$13.9K +1,067 +16%
TRCT
118
Tower Research Capital (TRC)
New York
$101K -$190K -14,625 -66%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$87.2K
ACM
120
Aquatic Capital Management
Illinois
$75K +$72.7K +5,600 New
GC
121
GGV Capital
California
$71K
SOW
122
State of Wyoming
Wyoming
$70.7K +$21.7K +1,669 +47%
AIP
123
Ameritas Investment Partners
Nebraska
$68.7K
Osaic Holdings
124
Osaic Holdings
Arizona
$66.6K -$20.1K -1,550 -24%
Walleye Trading
125
Walleye Trading
New York
$51.7K +$49.9K +3,841 New

ACCD Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2023, worth a combined $755M — down 7.8% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCD positions and 19 closed out — a net gain of 6 holders — while 53 added to existing stakes and 50 trimmed.

The largest buyer was Brown Advisory, adding an estimated $12.4M. The largest seller was Sepio Capital, cutting an estimated $16.5M.

  • 156 institutional investors held Accolade Inc (ACCD) as of Q2 2023, up from 151 in Q1 2023.
  • Funds reported $755M of Accolade Inc stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q2 2023 and 19 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q2 2023 was Brown Advisory, an estimated $12.4M added.
  • The largest Accolade Inc seller in Q2 2023 was Sepio Capital, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2023.