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ACCD

Accolade Inc

Delisted

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

162 hedge funds and large institutions have $2.43B invested in Accolade Inc in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 74 increasing their positions, 35 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

827% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $3.06M

111% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 35

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

26% more capital invested

Capital invested by funds: $1.92B → $2.43B (+$510M)

10% more funds holding

Funds holding: 147162 (+15)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
36
Increased
74
Reduced
35
Closed
21
Calls
$28.4M
Puts
$3.06M
Net Calls
+$25.3M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$294M +$5.35M +110,104 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$213M +$10.1M +208,085 +6%
AEPIP
3
AH Equity Partners IV (Parallel)
California
$205M
Select Equity Group
4
Select Equity Group
New York
$151M +$35.9M +738,697 +36%
BlackRock
5
BlackRock
New York
$146M +$37.5M +771,578 +40%
BG
6
Bellevue Group
Switzerland
$93.7M +$7.95M +163,578 +10%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$92.5M +$25.1M +516,934 +44%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$87M +$16.6M +342,682 +27%
JP Morgan Chase
9
JP Morgan Chase
New York
$77.7M -$11.7M -240,403 -14%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$75.9M +$27.1M +557,549 +66%
DCP
11
Durable Capital Partners
Maryland
$71.5M -$1.98M -40,705 -3%
Brown Advisory
12
Brown Advisory
Maryland
$68.9M +$2.46M +50,699 +4%
GGHC
13
Gilder Gagnon Howe & Co
New York
$57.7M -$40.5M -834,187 -44%
Franklin Resources
14
Franklin Resources
California
$46.7M +$4.21M +86,603 +11%
State Street
15
State Street
Massachusetts
$46.7M +$14.4M +295,828 +52%
Jennison Associates
16
Jennison Associates
New York
$42.2M -$275K -5,653 -0.7%
RSCM
17
Rock Springs Capital Management
Maryland
$36.1M +$1.94M +40,000 +6%
Morgan Stanley
18
Morgan Stanley
New York
$33.3M +$14.2M +292,317 +91%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$31M +$7.56M +155,620 +38%
Bank of America
20
Bank of America
North Carolina
$28M +$22.4M +460,755 +837%
Ameriprise
21
Ameriprise
Minnesota
$27.7M +$1.11M +22,785 +5%
Deutsche Bank
22
Deutsche Bank
Germany
$25.1M +$18.2M +373,676 +419%
Northern Trust
23
Northern Trust
Illinois
$24.5M +$7.01M +144,393 +47%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$23.5M -$2.42M -49,717 -10%
Principal Financial Group
25
Principal Financial Group
Iowa
$20.3M +$4.57M +94,069 +34%

ACCD Hedge Fund Activity: Q2 2021 in Review

162 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2021, worth a combined $2.43B — up 26% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ACCD positions and 21 closed out — a net gain of 15 holders — while 74 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $37.5M. The largest seller was University of Texas/Texas AM Investment Management Co (UTIMCO), exiting entirely with an estimated $54M sold.

  • 162 institutional investors held Accolade Inc (ACCD) as of Q2 2021, up from 147 in Q1 2021.
  • Funds reported $2.43B of Accolade Inc stock for Q2 2021, up 26% quarter-over-quarter.
  • 36 funds opened new Accolade Inc positions in Q2 2021 and 21 closed out, a net change of +15 holders.
  • The largest Accolade Inc buyer in Q2 2021 was BlackRock, an estimated $37.5M added.
  • The largest Accolade Inc seller in Q2 2021 was University of Texas/Texas AM Investment Management Co (UTIMCO), an estimated $54M sold.

Based on aggregated 13F filings for Q2 2021.