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ACCD

Accolade Inc

Delisted

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

167 hedge funds and large institutions have $2.03B invested in Accolade Inc in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $22.6M | Put options by funds: $4.98M

100% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 39

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 162167 (+5)

16% less capital invested

Capital invested by funds: $2.43B → $2.03B (-$401M)

Holders
167
Holders Change
+5
Holders Change %
+3.09%
% of All Funds
2.92%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
26
Increased
78
Reduced
39
Closed
19
Calls
$22.6M
Puts
$4.98M
Net Calls
+$17.7M
Net Calls Change
-$7.66M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$221M -$8.72M -185,510 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$47M +1,000,057 +26%
AEPIP
3
AH Equity Partners IV (Parallel)
California
$159M
BlackRock
4
BlackRock
New York
$139M +$28M +595,012 +22%
Select Equity Group
5
Select Equity Group
New York
$124M +$7.83M +166,617 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$81.7M +$15.7M +334,840 +21%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$78.7M +$7.68M +163,416 +10%
BG
8
Bellevue Group
Switzerland
$78.4M +$6.37M +135,504 +8%
Brown Advisory
9
Brown Advisory
Maryland
$56.4M +$3.17M +67,544 +5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$56M -$3.25M -69,100 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$54.8M -$6.19M -131,650 -9%
DCP
12
Durable Capital Partners
Maryland
$52.7M -$3.09M -65,807 -5%
State Street
13
State Street
Massachusetts
$42.2M +$6.6M +140,496 +16%
RSCM
14
Rock Springs Capital Management
Maryland
$38.9M +$12.1M +258,000 +39%
Jennison Associates
15
Jennison Associates
New York
$38.9M +$6.89M +146,657 +19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$38.3M +$15.9M +337,914 +59%
Franklin Resources
17
Franklin Resources
California
$37.3M +$1.18M +25,186 +3%
Morgan Stanley
18
Morgan Stanley
New York
$22M -$4.29M -91,255 -15%
Ameriprise
19
Ameriprise
Minnesota
$21.9M +$451K +9,598 +2%
Northern Trust
20
Northern Trust
Illinois
$21M +$2.26M +47,994 +11%
Deutsche Bank
21
Deutsche Bank
Germany
$20.6M +$1.21M +25,739 +6%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$19.6M +$1.57M +33,315 +8%
NAMA
23
Nikko Asset Management Americas
New York
$19.4M +$1.75M +37,251 +9%
Goldman Sachs
24
Goldman Sachs
New York
$19M +$11.5M +244,836 +119%
Bank of America
25
Bank of America
North Carolina
$18.5M -$3.59M -76,429 -15%

ACCD Hedge Fund Activity: Q3 2021 in Review

167 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q3 2021, worth a combined $2.03B — down 16% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ACCD positions and 19 closed out — a net gain of 7 holders — while 78 added to existing stakes and 39 trimmed.

The largest buyer was Vanguard Group, adding an estimated $47M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $48.3M.

  • 167 institutional investors held Accolade Inc (ACCD) as of Q3 2021, up from 162 in Q2 2021.
  • Funds reported $2.03B of Accolade Inc stock for Q3 2021, down 16% quarter-over-quarter.
  • 26 funds opened new Accolade Inc positions in Q3 2021 and 19 closed out, a net change of +7 holders.
  • The largest Accolade Inc buyer in Q3 2021 was Vanguard Group, an estimated $47M added.
  • The largest Accolade Inc seller in Q3 2021 was Gilder Gagnon Howe & Co, an estimated $48.3M sold.

Based on aggregated 13F filings for Q3 2021.