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ACCD

Accolade Inc

Delisted

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

159 hedge funds and large institutions have $1.44B invested in Accolade Inc in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $6.91M

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

5% less funds holding

Funds holding: 167159 (-8)

14% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 29

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less capital invested

Capital invested by funds: $2.03B → $1.44B (-$596M)

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
25
Increased
64
Reduced
51
Closed
29
Calls
$11.2M
Puts
$6.91M
Net Calls
+$4.3M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$133M +$4.04M +123,251 +3%
AIM
2
ARK Investment Management
Florida
$133M -$6.63M -202,348 -4%
AEPIP
3
AH Equity Partners IV (Parallel)
California
$99.6M
BlackRock
4
BlackRock
New York
$92M +$6.51M +198,564 +6%
JP Morgan Chase
5
JP Morgan Chase
New York
$76.8M +$52.9M +1,615,620 +124%
BG
6
Bellevue Group
Switzerland
$71.7M +$28.2M +861,172 +46%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$66.3M +$18.9M +577,727 +30%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$60M +$13.4M +409,866 +22%
Brown Advisory
9
Brown Advisory
Maryland
$54.7M +$24.2M +737,956 +55%
AEPI
10
AH Equity Partners IV
California
$42.7M +$53.1M +1,619,088 New
GC
11
GGV Capital
California
$36.3M +$45.1M +1,376,987 New
RSCM
12
Rock Springs Capital Management
Maryland
$31.6M +$8.98M +274,000 +30%
Select Equity Group
13
Select Equity Group
New York
$29.6M -$59.6M -1,818,705 -62%
DCP
14
Durable Capital Partners
Maryland
$27.9M -$6.32M -192,939 -15%
State Street
15
State Street
Massachusetts
$27M +$835K +25,484 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$25.1M +$1.46M +44,705 +5%
BAMCO Inc
17
BAMCO Inc
New York
$22.7M +$16.6M +507,333 +143%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$21.1M -$17.3M -528,423 -40%
Franklin Resources
19
Franklin Resources
California
$19M -$5.4M -164,725 -19%
Jennison Associates
20
Jennison Associates
New York
$17.2M -$8.84M -269,687 -29%
Bank of America
21
Bank of America
North Carolina
$15.8M +$5.2M +158,710 +36%
CCA
22
Cross Creek Advisors
Utah
$15.1M +$11.7M +357,607 New
Millennium Management
23
Millennium Management
New York
$14.8M +$12.6M +385,223 +218%
Citadel Advisors
24
Citadel Advisors
Florida
$13.4M +$11.7M +357,627 +236%
Morgan Stanley
25
Morgan Stanley
New York
$13.4M -$474K -14,451 -3%

ACCD Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2021, worth a combined $1.44B — down 29% from $2.03B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of ACCD and 25 opened new positions — a net loss of 4 holders — while 51 trimmed existing stakes and 64 added.

The largest buyer was JP Morgan Chase, adding an estimated $52.9M. The largest seller was Select Equity Group, cutting an estimated $59.6M.

  • 159 institutional investors held Accolade Inc (ACCD) as of Q4 2021, down from 167 in Q3 2021.
  • Funds reported $1.44B of Accolade Inc stock for Q4 2021, down 29% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q4 2021 and 29 closed out, a net change of -4 holders.
  • The largest Accolade Inc buyer in Q4 2021 was JP Morgan Chase, an estimated $52.9M added.
  • The largest Accolade Inc seller in Q4 2021 was Select Equity Group, an estimated $59.6M sold.

Based on aggregated 13F filings for Q4 2021.