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ACCD

Accolade Inc

Delisted

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

151 hedge funds and large institutions have $819M invested in Accolade Inc in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more capital invested

Capital invested by funds: $395M → $819M (+$424M)

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

1% more funds holding

Funds holding: 150151 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $26.5M

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
59
Reduced
35
Closed
20
Calls
$1.68M
Puts
$26.5M
Net Calls
-$24.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
126
Cutler Group
California
$42K -$2.29K -202 -6%
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$41K -$38.8K -3,430 -55%
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$40K +$28.6K +2,530 +1,012%
WT
129
Whittier Trust
California
$26.1K
Citigroup
130
Citigroup
New York
$24.7K -$3.97K -351 -17%
CAL
131
Capital Advisors Ltd
Ohio
$18K
LSA
132
Leonteq Securities AG
Switzerland
$14.4K +$8.33K +736 +278%
CM
133
Caption Management
Oklahoma
$14.4K +$11.3K +1,000 New
BCV
134
Banque Cantonale Vaudoise
Switzerland
$14K
EIM
135
Essex Investment Management
Massachusetts
$13.9K
FHA
136
First Horizon Advisors
Tennessee
$12.6K +$872 +77 +10%
BAM
137
Belpointe Asset Management
Nevada
$9.61K +$7.56K +668 New
TWA
138
TCI Wealth Advisors
Arizona
$7.87K
AF
139
Allworth Financial
California
$7.23K +$5.69K +503 New
LC
140
Lindbrook Capital
California
$5.9K -$690 -61 -13%
MCM
141
Manchester Capital Management
Vermont
$4.1K +$3.23K +285 New
Franklin Resources
142
Franklin Resources
California
$3.8K +$306 +27 +11%
QCG
143
Quadrant Capital Group
Ohio
$3.67K +$2.34K +207 +431%
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$3.45K +$2.72K +240 New
S
145
SignatureFD
Georgia
$1.68K +$419 +37 +46%
BWM
146
Baystate Wealth Management
Massachusetts
$1.61K +$1.27K +112 New
GWS
147
Glassman Wealth Services
Virginia
$1.45K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$1.34K
BAAM
149
Baker Avenue Asset Management
California
$748
NFSG
150
Newbridge Financial Services Group
Florida
$388

ACCD Hedge Fund Activity: Q1 2023 in Review

151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2023, worth a combined $819M — up 107% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACCD positions and 20 closed out — a net gain of 4 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Sepio Capital, opening a new position worth an estimated $17M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 151 institutional investors held Accolade Inc (ACCD) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $819M of Accolade Inc stock for Q1 2023, up 107% quarter-over-quarter.
  • 24 funds opened new Accolade Inc positions in Q1 2023 and 20 closed out, a net change of +4 holders.
  • The largest Accolade Inc buyer in Q1 2023 was Sepio Capital, an estimated $17M added.
  • The largest Accolade Inc seller in Q1 2023 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.