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ACCD

Accolade Inc

Delisted

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

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: 11 (0)

4% less funds holding

Funds holding: 156150 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$169K -$39 -3 -0%
ECM
102
ExodusPoint Capital Management
New York
$164K +$203K +15,498 New
HSBC Holdings
103
HSBC Holdings
United Kingdom
$156K +$38.4K +2,926 +25%
PWPS
104
Pinnacle Wealth Planning Services
Ohio
$141K
CM
105
Caption Management
Oklahoma
$138K
LPL Financial
106
LPL Financial
California
$130K +$695 +53 +0.4%
Zurich Cantonal Bank
107
Zurich Cantonal Bank
Switzerland
$126K +$71.6K +5,455 +84%
CAN
108
Cetera Advisor Networks
California
$122K +$151K +11,485 New
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$120K +$29.9K +2,277 +25%
VF
110
Virtu Financial
New York
$116K +$144K +10,940 New
AB
111
Amalgamated Bank
New York
$105K
PA
112
Parallel Advisors
California
$94.3K
Osaic Holdings
113
Osaic Holdings
Arizona
$85.3K +$40.9K +3,115 +63%
CMF
114
Counterpoint Mutual Funds
California
$85K -$107K -8,174 -50%
Bessemer Group
115
Bessemer Group
New Jersey
$80K
Parallax Volatility Advisers
116
Parallax Volatility Advisers
California
$72.8K +$44.2K +3,372 +96%
AIP
117
Ameritas Investment Partners
Nebraska
$69.4K +$19.1K +1,458 +29%
Canada Life
118
Canada Life
Manitoba, Canada
$63K +$58.4K +4,452 +294%
Allspring Global Investments
119
Allspring Global Investments
North Carolina
$59.1K -$276K -21,020 -79%
GC
120
GGV Capital
California
$55.7K
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$41.9K +$3.95K +301 +8%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$34K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$29.7K +$4.88K +372 +15%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$29.4K
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$28K +$34.2K +2,604 New

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.