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ACCD

Accolade Inc

Delisted

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

157 hedge funds and large institutions have $471M invested in Accolade Inc in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more capital invested

Capital invested by funds: $213M → $471M (+$259M)

1% more funds holding

Funds holding: 155157 (+2)

4% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 48

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

87% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $9.77M

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
50
Increased
43
Reduced
49
Closed
48
Calls
$1.25M
Puts
$9.77M
Net Calls
-$8.52M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$182K +$174K +26,045 New
CF
102
Cantor Fitzgerald
New York
$181K +$174K +25,940 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$172K +$27.9K +4,170 +20%
Osaic Holdings
104
Osaic Holdings
Arizona
$153K -$6.59K -984 -4%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$147K -$47.4K -7,077 -25%
SWP
106
Sagespring Wealth Partners
Tennessee
$146K
Skandinaviska Enskilda Banken (SEB)
107
Skandinaviska Enskilda Banken (SEB)
Sweden
$140K +$134K +20,000 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$139K -$23K -3,433 -15%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$135K
GT
110
Glenmede Trust
Pennsylvania
$133K -$14.6K -2,176 -10%
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$123K +$24.3K +3,623 +26%
CWM
112
CIBC World Markets
New York
$116K +$111K +16,549 New
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$115K +$17.1K +2,552 +18%
ProShare Advisors
114
ProShare Advisors
Maryland
$113K -$29.7K -4,430 -22%
DTL
115
Dynamic Technology Lab
Singapore
$111K +$107K +15,924 New
M
116
Murchinson
Ontario, Canada
$101K +$97.1K +14,500 New
Simplex Trading
117
Simplex Trading
Illinois
$98K -$51.9K -7,750 -35%
GSC
118
Ground Swell Capital
South Carolina
$86.5K +$82.9K +12,390 New
HighTower Advisors
119
HighTower Advisors
Illinois
$83.8K -$197K -29,490 -71%
PCA
120
Pallas Capital Advisors
Massachusetts
$77K -$1.32K -197 -2%
PD
121
Point72 (DIFC)
United Arab Emirates
$76.1K -$12.1K -1,807 -14%
CGL
122
Clarius Group LLC
Washington
$73.9K
LIM
123
Longfellow Investment Management
Massachusetts
$73.7K +$70.7K +10,563 New
MCCP
124
Mission Creek Capital Partners
California
$69.8K
PPA
125
Pilgrim Partners Asia
Singapore
$60K -$48.2K -7,200 -46%

ACCD Hedge Fund Activity: Q1 2025 in Review

157 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2025, worth a combined $471M — up 122% from $213M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new ACCD positions and 48 closed out — a net gain of 2 holders — while 43 added to existing stakes and 49 trimmed.

The largest buyer was Glazer Capital LLC, opening a new position worth an estimated $40.9M. The largest seller was Millennium Management, cutting an estimated $16.6M.

  • 157 institutional investors held Accolade Inc (ACCD) as of Q1 2025, up from 155 in Q4 2024.
  • Funds reported $471M of Accolade Inc stock for Q1 2025, up 122% quarter-over-quarter.
  • 50 funds opened new Accolade Inc positions in Q1 2025 and 48 closed out, a net change of +2 holders.
  • The largest Accolade Inc buyer in Q1 2025 was Glazer Capital LLC, an estimated $40.9M added.
  • The largest Accolade Inc seller in Q1 2025 was Millennium Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2025.