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ACCD

Accolade Inc

Delisted

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

151 hedge funds and large institutions have $819M invested in Accolade Inc in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more capital invested

Capital invested by funds: $395M → $819M (+$424M)

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

1% more funds holding

Funds holding: 150151 (+1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $1.68M | Put options by funds: $26.5M

Holders
151
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
59
Reduced
35
Closed
20
Calls
$1.68M
Puts
$26.5M
Net Calls
-$24.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$84.7M +$7.88M +695,910 +13%
AIM
2
ARK Investment Management
Florida
$82.5M +$3.17M +279,796 +5%
BlackRock
3
BlackRock
New York
$77M +$983K +86,807 +2%
Brown Advisory
4
Brown Advisory
Maryland
$73.9M +$1.11M +97,730 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$71.9M +$982K +86,799 +2%
BG
6
Bellevue Group
Switzerland
$58.1M +$4.13M +364,524 +10%
RSCM
7
Rock Springs Capital Management
Maryland
$36.6M +$6.87M +607,000 +31%
SC
8
Sepio Capital
Utah
$21.7M +$17M +1,506,225 New
State Street
9
State Street
Massachusetts
$21.6M +$459K +40,580 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.8M +$765K +67,623 +5%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$18.7M +$310K +27,383 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$17.1M +$4.77M +421,465 +55%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$12.7M +$4.53M +400,157 +83%
Bank of America
14
Bank of America
North Carolina
$12.5M +$862K +76,186 +10%
N
15
Nuveen
North Carolina
$11.9M +$3.06M +270,757 +49%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$11.4M +$66.6K +5,886 +0.7%
NAMA
17
Nikko Asset Management Americas
New York
$11.1M +$35.3K +3,119 +0.4%
Renaissance Technologies
18
Renaissance Technologies
New York
$9.95M +$2.17M +191,900 +38%
Northern Trust
19
Northern Trust
Illinois
$9.81M +$16.1K +1,426 +0.2%
Morgan Stanley
20
Morgan Stanley
New York
$9.55M +$1.5M +132,089 +25%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$8.71M +$1.11M +97,782 +19%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$8.21M +$6.47M +571,228 New
Citadel Advisors
23
Citadel Advisors
Florida
$8.19M -$4.47M -394,895 -41%
LCG
24
Lisanti Capital Growth
New York
$8.04M +$6.32M +558,800 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$7.37M -$314K -27,743 -5%

ACCD Hedge Fund Activity: Q1 2023 in Review

151 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2023, worth a combined $819M — up 107% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ACCD positions and 20 closed out — a net gain of 4 holders — while 59 added to existing stakes and 35 trimmed.

The largest buyer was Sepio Capital, opening a new position worth an estimated $17M. The largest seller was Millennium Management, cutting an estimated $10.5M.

  • 151 institutional investors held Accolade Inc (ACCD) as of Q1 2023, up from 150 in Q4 2022.
  • Funds reported $819M of Accolade Inc stock for Q1 2023, up 107% quarter-over-quarter.
  • 24 funds opened new Accolade Inc positions in Q1 2023 and 20 closed out, a net change of +4 holders.
  • The largest Accolade Inc buyer in Q1 2023 was Sepio Capital, an estimated $17M added.
  • The largest Accolade Inc seller in Q1 2023 was Millennium Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2023.