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ACCD

Accolade Inc

Delisted

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

155 hedge funds and large institutions have $213M invested in Accolade Inc in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

41% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 41

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

3% more funds holding

Funds holding: 150155 (+5)

18% less capital invested

Capital invested by funds: $258M → $213M (-$45.7M)

97% less call options, than puts

Call options by funds: $124K | Put options by funds: $4.8M

Holders
155
Holders Change
+5
Holders Change %
+3.33%
% of All Funds
2.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
58
Reduced
41
Closed
27
Calls
$124K
Puts
$4.8M
Net Calls
-$4.67M
Net Calls Change
+$883K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$24.2K
AIP
127
Ameritas Investment Partners
Nebraska
$22.4K
PA
128
Parallel Advisors
California
$18.8K -$1.22K -344 -6%
California State Teachers Retirement System (CalSTRS)
129
California State Teachers Retirement System (CalSTRS)
California
$18.4K
RS
130
R Squared
Hong Kong
$13K +$13.5K +3,800 New
TRCT
131
Tower Research Capital (TRC)
New York
$11.5K -$62.9K -17,707 -84%
Deutsche Bank
132
Deutsche Bank
Germany
$10.7K -$177K -49,695 -94%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$9.51K
AB
134
Amalgamated Bank
New York
$8K
SCM
135
Sterling Capital Management
North Carolina
$5.74K +$5.31K +1,495 +821%
CAS
136
Coppell Advisory Solutions
Texas
$5.3K
UB
137
UMB Bank
Missouri
$4.67K +$4.85K +1,366 New
CAL
138
Capital Advisors Ltd
Ohio
$4K
Federated Hermes
139
Federated Hermes
Pennsylvania
$1.68K +$1.75K +492 New
CWM
140
Crowley Wealth Management
Delaware
$1.03K +$1.07K +300 New
BIG
141
Brooklyn Investment Group
New York
$866 +$899 +253 New
EWA
142
EverSource Wealth Advisors
Alabama
$739 +$767 +216 New
SAM
143
Smartleaf Asset Management
Massachusetts
$629 -$7.36K -2,072 -92%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$561 -$119K -33,455 -100%
RIL
145
Rothschild Investment LLC
Illinois
$547 +$266 +75 +88%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$510 +$529 +149 New
CA
147
CoreCap Advisors
Michigan
$486 +$504 +142 New
VCM
148
Versant Capital Management
Arizona
$472 -$526 -148 -52%
RCM
149
Raleigh Capital Management
North Carolina
$198 +$206 +58 New
TWD
150
True Wealth Design
Ohio
$171 -$25 -7 -12%

ACCD Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2024, worth a combined $213M — down 18% from $258M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ACCD positions and 27 closed out — a net gain of 6 holders — while 58 added to existing stakes and 41 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.55M. The largest seller was Brown Advisory, exiting entirely with an estimated $18.6M sold.

  • 155 institutional investors held Accolade Inc (ACCD) as of Q4 2024, up from 150 in Q3 2024.
  • Funds reported $213M of Accolade Inc stock for Q4 2024, down 18% quarter-over-quarter.
  • 33 funds opened new Accolade Inc positions in Q4 2024 and 27 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q4 2024 was D.E. Shaw & Co, an estimated $3.55M added.
  • The largest Accolade Inc seller in Q4 2024 was Brown Advisory, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2024.