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ACCD

Accolade Inc

Delisted

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

150 hedge funds and large institutions have $715M invested in Accolade Inc in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

6% more funds holding

Funds holding: 141150 (+9)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less capital invested

Capital invested by funds: $813M → $715M (-$97.9M)

78% less call options, than puts

Call options by funds: $3.86M | Put options by funds: $17.6M

Holders
150
Holders Change
+9
Holders Change %
+6.38%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
53
Reduced
49
Closed
15
Calls
$3.86M
Puts
$17.6M
Net Calls
-$13.7M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
1
Brown Advisory
Maryland
$61.3M -$1.33M -116,637 -2%
BlackRock
2
BlackRock
New York
$59.3M +$2.58K +227 +0%
AIM
3
ARK Investment Management
Florida
$58.8M -$13.6M -1,192,165 -18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$56.6M +$876K +77,044 +1%
ACM
5
AH Capital Management
California
$56.6M
JP Morgan Chase
6
JP Morgan Chase
New York
$55.9M -$12.3M -1,079,058 -17%
BG
7
Bellevue Group
Switzerland
$50.4M +$3.38M +297,110 +7%
RSCM
8
Rock Springs Capital Management
Maryland
$37.1M +$625K +55,000 +2%
DM
9
Deerfield Management
New York
$25M +$27.1M +2,382,102 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$21.1M +$1.07M +93,885 +5%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$17.8M -$1.19M -104,934 -6%
NAMA
12
Nikko Asset Management Americas
New York
$17.8M -$1.19M -104,934 -6%
State Street
13
State Street
Massachusetts
$17.5M +$1.14M +100,660 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$16.8M +$731K +64,279 +4%
FG
15
Fairman Group
Pennsylvania
$11.9M -$455K -40,000 -3%
N
16
Nuveen
North Carolina
$11.1M +$2.08M +182,840 +21%
GGHC
17
Gilder Gagnon Howe & Co
New York
$9.65M +$10.5M +920,708 New
Morgan Stanley
18
Morgan Stanley
New York
$9.13M -$8.22M -722,711 -45%
JWM
19
JFG Wealth Management
Colorado
$8.95M +$4.36M +383,162 +81%
Millennium Management
20
Millennium Management
New York
$7.98M +$5.86M +515,945 +211%
Northern Trust
21
Northern Trust
Illinois
$7.47M -$373K -32,815 -4%
Prudential Financial
22
Prudential Financial
New Jersey
$6.2M +$3.3M +290,100 +96%
Charles Schwab
23
Charles Schwab
California
$5.95M +$130K +11,396 +2%
Renaissance Technologies
24
Renaissance Technologies
New York
$5.34M +$289K +25,400 +5%
Jane Street
25
Jane Street
New York
$5.28M -$677K -59,580 -11%

ACCD Hedge Fund Activity: Q1 2024 in Review

150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Accolade Inc (ACCD) for Q1 2024, worth a combined $715M — down 12% from $813M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ACCD positions and 15 closed out — a net gain of 10 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Deerfield Management, opening a new position worth an estimated $27.1M. The largest seller was ARK Investment Management, cutting an estimated $13.6M.

  • 150 institutional investors held Accolade Inc (ACCD) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $715M of Accolade Inc stock for Q1 2024, down 12% quarter-over-quarter.
  • 25 funds opened new Accolade Inc positions in Q1 2024 and 15 closed out, a net change of +10 holders.
  • The largest Accolade Inc buyer in Q1 2024 was Deerfield Management, an estimated $27.1M added.
  • The largest Accolade Inc seller in Q1 2024 was ARK Investment Management, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2024.