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ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $395M invested in Accolade Inc in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

1% more funds holding

Funds holding: 149150 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less capital invested

Capital invested by funds: $651M → $395M (-$256M)

85% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $12.4M

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
55
Reduced
39
Closed
23
Calls
$1.86M
Puts
$12.4M
Net Calls
-$10.5M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EIM
126
Essex Investment Management
Massachusetts
$8K
AP
127
Antipodes Partners
Australia
$7K +$8.46K +886 New
FHA
128
First Horizon Advisors
Tennessee
$6.23K -$5.4K -566 -41%
Dimensional Fund Advisors
129
Dimensional Fund Advisors
Texas
$6K +$5.2M +544,175 +241%
NA
130
NewEdge Advisors
Louisiana
$5.69K +$6.98K +731 New
TWA
131
TCI Wealth Advisors
Arizona
$4.26K
JFG
132
Jefferies Financial Group
New York
$3.9K +$4.77K +500 New
ZB
133
Zions Bancorporation
Utah
$3.69K +$4.53K +474 New
LC
134
Lindbrook Capital
California
$3.67K -$3.62K -379 -45%
EWA
135
EverSource Wealth Advisors
Alabama
$2.29K
LSA
136
Leonteq Securities AG
Switzerland
$2.06K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$1.95K +$2.39K +250 New
Franklin Resources
138
Franklin Resources
California
$1.85K +$191 +20 +9%
QL
139
Quarry LP
New York
$1.33K +$1.63K +171 New
IA
140
IFP Advisors
Florida
$1K
MWC
141
MBM Wealth Consultants
Missouri
$1K +$754 +79 New
GWS
142
Glassman Wealth Services
Virginia
$787
DFCM
143
Dark Forest Capital Management
Puerto Rico
$740 -$208K -21,825 -100%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$724 +$229 +24 +35%
S
145
SignatureFD
Georgia
$623
BAAM
146
Baker Avenue Asset Management
California
$405 +$496 +52 New
QCG
147
Quadrant Capital Group
Ohio
$374 -$1.2K -126 -72%
VCM
148
Versant Capital Management
Arizona
$234 -$95 -10 -25%
NFSG
149
Newbridge Financial Services Group
Florida
$210
FAM
150
Fred Alger Management
New York
-$5.01M -438,894 Closed

ACCD Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2022, worth a combined $395M — down 39% from $651M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ACCD positions and 23 closed out — a net gain of 6 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.2M. The largest seller was Brown Advisory, cutting an estimated $8.59M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q4 2022, up from 149 in Q3 2022.
  • Funds reported $395M of Accolade Inc stock for Q4 2022, down 39% quarter-over-quarter.
  • 29 funds opened new Accolade Inc positions in Q4 2022 and 23 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $5.2M added.
  • The largest Accolade Inc seller in Q4 2022 was Brown Advisory, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2022.