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ACCD

Accolade Inc
ACCD

Delisted

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

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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: 1 → 1 (0)

4% less funds holding

Funds holding: 156 → 150 (-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

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$15.4M
2
NAMA
Nikko Asset Management Americas
New York
+$12.4M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$12.4M
4
AIM
ARK Investment Management
Florida
+$4.71M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$7.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.62M
3
Marshall Wace
Marshall Wace
United Kingdom
-$5.09M
4
N
Nuveen
North Carolina
-$3.77M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
126
State of Wyoming
Wyoming
$27.8K -$34.4K -2,618 -50%
BCM
127
BluePath Capital Management
Georgia
$27.6K +$34.2K +2,604 New
CG
128
Cutler Group
California
$23K – – –
WT
129
Whittier Trust
California
$19.2K – – –
CAL
130
Capital Advisors Ltd
Ohio
$13K – – –
BCV
131
Banque Cantonale Vaudoise
Switzerland
$11K – – –
FHA
132
First Horizon Advisors
Tennessee
$10.2K +$604 +46 +5%
MIM
133
Macroview Investment Management
Maryland
$7.88K +$9.78K +745 New
Comerica Bank
134
Comerica Bank
Texas
$5.27K +$6.53K +498 New
LSA
135
Leonteq Securities AG
Switzerland
$4.34K – – –
LC
136
Lindbrook Capital
California
$4.34K – – –
AF
137
Allworth Financial
California
$4.08K -$26 -2 -0.5%
Citigroup
138
Citigroup
New York
$3.97K -$277K -21,128 -98%
VCM
139
Versant Capital Management
Arizona
$1.86K +$1.59K +121 +220%
HNB
140
Huntington National Bank
Ohio
$1.68K +$2.09K +159 New
MCM
141
Manchester Capital Management
Vermont
$1.65K – – –
GWS
142
Glassman Wealth Services
Virginia
$1.07K – – –
S
143
SignatureFD
Georgia
$846 – – –
GI
144
Gradient Investments
Minnesota
$815 – – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$677 – – –
BAAM
146
Baker Avenue Asset Management
California
$550 – – –
QCG
147
Quadrant Capital Group
Ohio
$477 -$2.75K -210 -82%
NFSG
148
Newbridge Financial Services Group
Florida
$286 – – –
EC
149
Elequin Capital
New York
$53 -$1.65K -126 -96%
Marshall Wace
150
Marshall Wace
United Kingdom
– -$5.09M -377,565 Closed
3 4 5
6
7

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.