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ACCD

Accolade Inc

Delisted

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

141 hedge funds and large institutions have $813M invested in Accolade Inc in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

32% more capital invested

Capital invested by funds: $615M → $813M (+$198M)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

6% less funds holding

Funds holding: 150141 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

84% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $20.1M

Holders
141
Holders Change
-9
Holders Change %
-6%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
23
Increased
51
Reduced
46
Closed
32
Calls
$3.2M
Puts
$20.1M
Net Calls
-$16.9M
Net Calls Change
-$763K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1
ARK Investment Management
Florida
$81.7M +$6.53M +762,685 +13%
JP Morgan Chase
2
JP Morgan Chase
New York
$77M -$1.47M -171,714 -3%
Brown Advisory
3
Brown Advisory
Maryland
$71.6M -$887K -103,518 -2%
BlackRock
4
BlackRock
New York
$68M +$2.33M +272,120 +5%
ACM
5
AH Capital Management
California
$64.8M +$46.2M +5,398,708 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$64M +$363K +42,354 +0.8%
BG
7
Bellevue Group
Switzerland
$54.1M -$176K -20,519 -0.5%
RSCM
8
Rock Springs Capital Management
Maryland
$41.9M +$4.9M +572,000 +20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$23.1M +$431K +50,311 +3%
NAMA
10
Nikko Asset Management Americas
New York
$21.6M +$30K +3,501 +0.2%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$21.6M +$30K +3,501 +0.2%
Morgan Stanley
12
Morgan Stanley
New York
$19.1M +$8.35M +975,103 +158%
State Street
13
State Street
Massachusetts
$18.8M +$412K +48,128 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$18.4M +$728K +84,985 +6%
FG
15
Fairman Group
Pennsylvania
$14.1M +$10.1M +1,177,287 New
IC
16
IEQ Capital
California
$13.4M +$9.55M +1,114,691 New
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$11.2M +$3.43M +400,529 +76%
N
18
Nuveen
North Carolina
$10.5M -$9.16K -1,070 -0.1%
Northern Trust
19
Northern Trust
Illinois
$8.95M +$54.2K +6,326 +0.9%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$6.81M +$4.86M +567,163 New
Jane Street
21
Jane Street
New York
$6.77M +$2.71M +316,800 +128%
Charles Schwab
22
Charles Schwab
California
$6.68M +$296K +34,559 +7%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.82M +$415K +48,500 +11%
JWM
24
JFG Wealth Management
Colorado
$5.66M +$4.03M +471,000 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.51M +$1.25M +145,568 +63%

ACCD Hedge Fund Activity: Q4 2023 in Review

141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q4 2023, worth a combined $813M — up 32% from $615M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of ACCD and 23 opened new positions — a net loss of 9 holders — while 46 trimmed existing stakes and 51 added.

The largest buyer was IEQ Capital, opening a new position worth an estimated $9.55M. The largest seller was Woodline Partners, cutting an estimated $8.01M.

  • 141 institutional investors held Accolade Inc (ACCD) as of Q4 2023, down from 150 in Q3 2023.
  • Funds reported $813M of Accolade Inc stock for Q4 2023, up 32% quarter-over-quarter.
  • 23 funds opened new Accolade Inc positions in Q4 2023 and 32 closed out, a net change of -9 holders.
  • The largest Accolade Inc buyer in Q4 2023 was IEQ Capital, an estimated $9.55M added.
  • The largest Accolade Inc seller in Q4 2023 was Woodline Partners, an estimated $8.01M sold.

Based on aggregated 13F filings for Q4 2023.