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ACCD

Accolade Inc

Delisted

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

141 hedge funds and large institutions have $813M invested in Accolade Inc in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

32% more capital invested

Capital invested by funds: $615M → $813M (+$198M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

6% less funds holding

Funds holding: 150141 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

84% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $20.1M

Holders
141
Holders Change
-9
Holders Change %
-6%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
23
Increased
51
Reduced
46
Closed
32
Calls
$3.2M
Puts
$20.1M
Net Calls
-$16.9M
Net Calls Change
-$763K
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
126
Banque Cantonale Vaudoise
Switzerland
$9K -$1.85K -216 -22%
CAS
127
Coppell Advisory Solutions
Texas
$8.56K +$11.2K +1,313 New
Comerica Bank
128
Comerica Bank
Texas
$6.47K +$351 +41 +8%
LSA
129
Leonteq Securities AG
Switzerland
$6.2K +$908 +106 +26%
LC
130
Lindbrook Capital
California
$5.25K +$231 +27 +7%
AF
131
Allworth Financial
California
$3.64K -$711 -83 -22%
MIM
132
Macroview Investment Management
Maryland
$2.28K -$4.75K -555 -74%
GWS
133
Glassman Wealth Services
Virginia
$1.21K
S
134
Sachetta
Massachusetts
$1.18K +$839 +98 New
S
135
SignatureFD
Georgia
$961
GI
136
Gradient Investments
Minnesota
$925
QCG
137
Quadrant Capital Group
Ohio
$541
Russell Investments Group
138
Russell Investments Group
United Kingdom
$540 +$385 +45 New
FFA
139
Farther Finance Advisors
California
$396 +$283 +33 New
GI
140
GAMMA Investing
California
$34 +$26 +3 New
TAM
141
Titleist Asset Management
Texas
-$1.02M -96,000 Closed
Tudor Investment Corp
142
Tudor Investment Corp
Connecticut
-$793K -74,994 Closed
DTL
143
Dynamic Technology Lab
Singapore
-$685K -64,752 Closed
BCI
144
Brinker Capital Investments
Pennsylvania
-$650K -61,463 Closed
OPS
145
Orion Portfolio Solutions
Nebraska
-$650K -61,463 Closed
Squarepoint
146
Squarepoint
New York
-$422K -39,899 Closed
AWM
147
AE Wealth Management
Kansas
-$400K -37,807 Closed
M1FG
148
Mach-1 Financial Group
Arkansas
-$399K -37,684 Closed
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
-$373K -35,280 Closed
JFG
150
Jefferies Financial Group
New York
-$301K -28,417 Closed

ACCD Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2023, worth a combined $813M — up 32% from $615M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ACCD and 23 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $9.55M. The largest seller was Woodline Partners, cutting an estimated $8.01M.

  • 141 institutional investors held Accolade Inc (ACCD) as of Q4 2023, down from 150 in Q3 2023.
  • Funds reported $813M of Accolade Inc stock for Q4 2023, up 32% quarter-over-quarter.
  • 23 funds opened new Accolade Inc positions in Q4 2023 and 32 closed out, a net change of -9 holders.
  • The largest Accolade Inc buyer in Q4 2023 was IEQ Capital, an estimated $9.55M added.
  • The largest Accolade Inc seller in Q4 2023 was Woodline Partners, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2023.