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ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $258M invested in Accolade Inc in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $236M → $258M (+$22.6M)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 151150 (-1)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

85% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $6.57M

Holders
150
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
51
Reduced
48
Closed
33
Calls
$1.01M
Puts
$6.57M
Net Calls
-$5.56M
Net Calls Change
+$426K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
126
California State Teachers Retirement System (CalSTRS)
California
$20.7K -$246K -62,899 -92%
NC
127
nVerses Capital
Florida
$20.4K +$20.8K +5,300 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$20.3K +$11.8K +3,000 +132%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$10.7K
QCG
130
Quadrant Capital Group
Ohio
$9.99K +$9.99K +2,551 +5,669%
AB
131
Amalgamated Bank
New York
$9K
SAM
132
Smartleaf Asset Management
Massachusetts
$8.7K +$7.45K +1,901 +537%
CAS
133
Coppell Advisory Solutions
Texas
$5.07K
CAL
134
Capital Advisors Ltd
Ohio
$5K
SSG
135
Summit Securities Group
New York
$4K +$4.14K +1,056 New
CMBA
136
C.M. Bidwell & Associates
Hawaii
$3.53K +$3.59K +916 New
Comerica Bank
137
Comerica Bank
Texas
$1.88K +$815 +208 +75%
S
138
SignatureFD
Georgia
$1.69K +$1.41K +359 +449%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$1.41K -$21.6K -5,514 -94%
VCM
140
Versant Capital Management
Arizona
$1.1K +$98 +25 +10%
GI
141
GAMMA Investing
California
$936 +$776 +198 +440%
MIM
142
Macroview Investment Management
Maryland
$732
SCM
143
Sterling Capital Management
North Carolina
$701 +$713 +182 New
LFG
144
Larson Financial Group
Missouri
$370 +$376 +96 New
RIL
145
Rothschild Investment LLC
Illinois
$327 +$255 +65 +325%
LC
146
Lindbrook Capital
California
$316 -$1.58K -403 -83%
TWD
147
True Wealth Design
Ohio
$220 +$223 +57 New
A
148
AlphaQuest
New York
$77
FFA
149
Farther Finance Advisors
California
$39 -$67 -17 -63%
JWM
150
JFG Wealth Management
Colorado
-$3.06M -854,162 Closed

ACCD Hedge Fund Activity: Q3 2024 in Review

150 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2024, worth a combined $258M — up 9.6% from $236M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ACCD and 32 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 51 added.

The largest buyer was Acadian Asset Management, adding an estimated $6.71M. The largest seller was JP Morgan Chase, cutting an estimated $11.4M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q3 2024, down from 151 in Q2 2024.
  • Funds reported $258M of Accolade Inc stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 32 funds opened new Accolade Inc positions in Q3 2024 and 33 closed out, a net change of -1 holder.
  • The largest Accolade Inc buyer in Q3 2024 was Acadian Asset Management, an estimated $6.71M added.
  • The largest Accolade Inc seller in Q3 2024 was JP Morgan Chase, an estimated $11.4M sold.

Based on aggregated 13F filings for Q3 2024.