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ACCD

Accolade Inc

Delisted

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

158 hedge funds and large institutions have $412M invested in Accolade Inc in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

18% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 33

3% more funds holding

Funds holding: 154158 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

37% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $3.81M

57% less capital invested

Capital invested by funds: $968M → $412M (-$555M)

Holders
158
Holders Change
+4
Holders Change %
+2.6%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
39
Increased
64
Reduced
34
Closed
33
Calls
$2.38M
Puts
$3.81M
Net Calls
-$1.43M
Net Calls Change
+$862K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$44.6M +$15.4M +1,763,618 +41%
JP Morgan Chase
2
JP Morgan Chase
New York
$44.6M +$21.3M +2,431,956 +68%
AIM
3
ARK Investment Management
Florida
$40.1M +$12.2M +1,399,201 +29%
BlackRock
4
BlackRock
New York
$34.2M +$7.81M +892,638 +24%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.2M -$8.05M -920,487 -18%
AEPIP
6
AH Equity Partners IV (Parallel)
California
$28M
BG
7
Bellevue Group
Switzerland
$26.9M +$2.22M +253,379 +7%
RSCM
8
Rock Springs Capital Management
Maryland
$16.3M +$6.08M +695,000 +46%
Millennium Management
9
Millennium Management
New York
$15.7M +$7.36M +840,925 +65%
AEPI
10
AH Equity Partners IV
California
$12M
State Street
11
State Street
Massachusetts
$10.1M +$1.97M +224,984 +20%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.85M +$9.28M +1,061,372 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.82M +$976K +111,601 +12%
NAMA
14
Nikko Asset Management Americas
New York
$6.27M +$3.75M +429,114 +103%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$6.25M +$3.75M +429,114 +103%
Morgan Stanley
16
Morgan Stanley
New York
$5.01M +$972K +111,171 +20%
Norges Bank
17
Norges Bank
Norway
$4.63M +$2.73M +312,404 +100%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.27M +$1.22M +139,520 +32%
Northern Trust
19
Northern Trust
Illinois
$4.04M +$531K +60,693 +12%
Goldman Sachs
20
Goldman Sachs
New York
$3.86M +$4.02M +459,785 +743%
Lazard Asset Management
21
Lazard Asset Management
New York
$3.6M +$1.47M +168,580 +53%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.44M +$124K +14,200 +3%
Charles Schwab
23
Charles Schwab
California
$3.05M +$44.4K +5,080 +1%
CCA
24
Cross Creek Advisors
Utah
$2.65M
Bank of America
25
Bank of America
North Carolina
$2.45M -$783K -89,531 -21%

ACCD Hedge Fund Activity: Q2 2022 in Review

158 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2022, worth a combined $412M — down 57% from $968M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new ACCD positions and 33 closed out — a net gain of 6 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.3M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $36.7M sold.

  • 158 institutional investors held Accolade Inc (ACCD) as of Q2 2022, up from 154 in Q1 2022.
  • Funds reported $412M of Accolade Inc stock for Q2 2022, down 57% quarter-over-quarter.
  • 39 funds opened new Accolade Inc positions in Q2 2022 and 33 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q2 2022 was JP Morgan Chase, an estimated $21.3M added.
  • The largest Accolade Inc seller in Q2 2022 was Janus Henderson Group, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2022.