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ACCD

Accolade Inc

Delisted

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

156 hedge funds and large institutions have $755M invested in Accolade Inc in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

3% more funds holding

Funds holding: 151156 (+5)

6% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $819M → $755M (-$64.1M)

82% less call options, than puts

Call options by funds: $4.27M | Put options by funds: $23.7M

Holders
156
Holders Change
+5
Holders Change %
+3.31%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
53
Reduced
50
Closed
19
Calls
$4.27M
Puts
$23.7M
Net Calls
-$19.5M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$88.9M +$9.16M +705,383 +12%
Brown Advisory
2
Brown Advisory
Maryland
$82.1M +$12.4M +956,474 +19%
AIM
3
ARK Investment Management
Florida
$76.6M -$712K -54,806 -1%
BlackRock
4
BlackRock
New York
$71.3M -$802K -61,747 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.1M +$1.6M +123,198 +2%
BG
6
Bellevue Group
Switzerland
$60.9M +$6.22M +479,258 +12%
RSCM
7
Rock Springs Capital Management
Maryland
$38M +$3.57M +275,000 +11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.9M +$4.68M +360,389 +30%
State Street
9
State Street
Massachusetts
$20.1M -$161K -12,393 -0.8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18M +$368K +28,355 +2%
N
11
Nuveen
North Carolina
$15.7M +$4.42M +340,737 +41%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$14.8M -$2.57M -197,716 -15%
Bank of America
13
Bank of America
North Carolina
$11.7M -$56.3K -4,335 -0.5%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$11.5M +$775K +59,689 +8%
NAMA
15
Nikko Asset Management Americas
New York
$11.5M +$811K +62,456 +8%
Northern Trust
16
Northern Trust
Illinois
$9.62M +$412K +31,747 +5%
Morgan Stanley
17
Morgan Stanley
New York
$8.13M -$787K -60,579 -9%
Citadel Advisors
18
Citadel Advisors
Florida
$7.7M +$24.4K +1,881 +0.3%
Renaissance Technologies
19
Renaissance Technologies
New York
$7.08M -$2.16M -166,600 -24%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$7.05M -$35.8K -2,756 -0.5%
Charles Schwab
21
Charles Schwab
California
$6.47M +$51.3K +3,947 +0.8%
Marshall Wace
22
Marshall Wace
United Kingdom
$5.09M +$4.9M +377,565 New
Prudential Financial
23
Prudential Financial
New Jersey
$5.01M +$3.73M +286,900 +336%
Goldman Sachs
24
Goldman Sachs
New York
$4.65M +$1.33M +102,743 +42%
Jane Street
25
Jane Street
New York
$3.93M -$429K -33,051 -10%

ACCD Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q2 2023, worth a combined $755M — down 7.8% from $819M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCD positions and 19 closed out — a net gain of 6 holders — while 53 added to existing stakes and 50 trimmed.

The largest buyer was Brown Advisory, adding an estimated $12.4M. The largest seller was Sepio Capital, cutting an estimated $16.5M.

  • 156 institutional investors held Accolade Inc (ACCD) as of Q2 2023, up from 151 in Q1 2023.
  • Funds reported $755M of Accolade Inc stock for Q2 2023, down 7.8% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q2 2023 and 19 closed out, a net change of +6 holders.
  • The largest Accolade Inc buyer in Q2 2023 was Brown Advisory, an estimated $12.4M added.
  • The largest Accolade Inc seller in Q2 2023 was Sepio Capital, an estimated $16.5M sold.

Based on aggregated 13F filings for Q2 2023.