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ACCD

Accolade Inc

Delisted

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

154 hedge funds and large institutions have $968M invested in Accolade Inc in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 159154 (-5)

19% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 27

33% less call options, than puts

Call options by funds: $4.76M | Put options by funds: $7.05M

33% less capital invested

Capital invested by funds: $1.44B → $968M (-$470M)

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
60
Reduced
49
Closed
27
Calls
$4.76M
Puts
$7.05M
Net Calls
-$2.29M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$21K
CAL
127
Capital Advisors Ltd
Ohio
$21K +$37 +2 +0.2%
BCV
128
Banque Cantonale Vaudoise
Switzerland
$16K -$34K -1,848 -66%
CCM
129
Covington Capital Management
California
$9K
TWA
130
TCI Wealth Advisors
Arizona
$7K +$4.29K +233 +140%
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$6K -$15.3K -829 -69%
BCM
132
Blume Capital Management
California
$5K +$5.52K +300 New
FHA
133
First Horizon Advisors
Tennessee
$4K -$8.12K -441 -66%
AssetMark Inc
134
AssetMark Inc
California
$4K +$4.07K +221 New
WTA
135
Washington Trust Advisors
Massachusetts
$3K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$3K +$515 +28 +16%
QCG
137
Quadrant Capital Group
Ohio
$3K +$2.74K +149 +452%
TFO
138
Tarbox Family Office
California
$3K +$2.76K +150 New
NFSG
139
Newbridge Financial Services Group
Florida
$2K
EW
140
Evoke Wealth
California
$2K +$2.26K +123 New
S
141
SignatureFD
Georgia
$1K -$902 -49 -47%
Bessemer Group
142
Bessemer Group
New Jersey
$1K
SFCL
143
Strengthening Families & Communities LLC
Massachusetts
$1K
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$1K +$681 +37 New
AF
145
Allworth Financial
California
$1K +$736 +40 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K +$847 +46 New
LC
147
Lindbrook Capital
California
$1K +$865 +47 +392%
T
148
TCWP
Ohio
$1K +$1.49K +81 New
BIM
149
Baldwin Investment Management
Pennsylvania
$301 +$115K +6,225 +57%
Macquarie Group
150
Macquarie Group
Australia
$27

ACCD Hedge Fund Activity: Q1 2022 in Review

154 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2022, worth a combined $968M — down 33% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of ACCD and 22 opened new positions — a net loss of 5 holders — while 49 trimmed existing stakes and 60 added.

The largest buyer was Brown Advisory, adding an estimated $40.3M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $27.9M sold.

  • 154 institutional investors held Accolade Inc (ACCD) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $968M of Accolade Inc stock for Q1 2022, down 33% quarter-over-quarter.
  • 22 funds opened new Accolade Inc positions in Q1 2022 and 27 closed out, a net change of -5 holders.
  • The largest Accolade Inc buyer in Q1 2022 was Brown Advisory, an estimated $40.3M added.
  • The largest Accolade Inc seller in Q1 2022 was Durable Capital Partners, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2022.