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ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $395M invested in Accolade Inc in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 39

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

1% more funds holding

Funds holding: 149150 (+1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less capital invested

Capital invested by funds: $651M → $395M (-$256M)

85% less call options, than puts

Call options by funds: $1.86M | Put options by funds: $12.4M

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
29
Increased
55
Reduced
39
Closed
23
Calls
$1.86M
Puts
$12.4M
Net Calls
-$10.5M
Net Calls Change
-$6.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$42.5M -$4.39M -459,449 -8%
BlackRock
2
BlackRock
New York
$41M +$4.05M +423,798 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$40.5M -$7.18M -751,865 -13%
Brown Advisory
4
Brown Advisory
Maryland
$39.3M -$8.59M -900,038 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$38.3M +$4.78M +500,718 +11%
BG
6
Bellevue Group
Switzerland
$28.6M +$1.01M +105,407 +3%
RSCM
7
Rock Springs Capital Management
Maryland
$15.1M -$3.21M -336,000 -15%
State Street
8
State Street
Massachusetts
$11.4M -$125K -13,088 -0.9%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$9.89M +$2.94M +308,026 +32%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.65M +$623K +65,210 +6%
Millennium Management
11
Millennium Management
New York
$8.54M -$5.79M -606,358 -36%
Citadel Advisors
12
Citadel Advisors
Florida
$7.51M +$4.03M +422,018 +78%
Bank of America
13
Bank of America
North Carolina
$6.18M +$3.93M +411,640 +108%
NAMA
14
Nikko Asset Management Americas
New York
$6.13M -$554K -58,065 -7%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$6.13M -$554K -58,065 -7%
Northern Trust
16
Northern Trust
Illinois
$5.3M +$6.22K +652 +0.1%
N
17
Nuveen
North Carolina
$4.31M +$2.29M +240,314 +77%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$4.18M +$4.81M +503,461 +1,582%
Morgan Stanley
19
Morgan Stanley
New York
$4.14M -$1.42M -149,048 -22%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$3.96M +$4.81M +504,245 +13,522%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.9M -$858K -89,900 -15%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$3.76M -$718K -75,243 -13%
Charles Schwab
23
Charles Schwab
California
$3.71M +$232K +24,321 +5%
Goldman Sachs
24
Goldman Sachs
New York
$3.29M +$212K +22,236 +6%
Jane Street
25
Jane Street
New York
$2.79M +$2.27M +237,558 +198%

ACCD Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2022, worth a combined $395M — down 39% from $651M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ACCD positions and 23 closed out — a net gain of 6 holders — while 55 added to existing stakes and 39 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $5.2M. The largest seller was Brown Advisory, cutting an estimated $8.59M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q4 2022, up from 149 in Q3 2022.
  • Funds reported $395M of Accolade Inc stock for Q4 2022, down 39% quarter-over-quarter.
  • 29 funds opened new Accolade Inc positions in Q4 2022 and 23 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $5.2M added.
  • The largest Accolade Inc seller in Q4 2022 was Brown Advisory, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2022.