AccoladeACCD

13F holders, Q1 2024 (March 31)
149holders
7famous investors
$10.48avg. 13F price*

At the end of Q1 2024, 149 institutions reported holding Accolade Inc. (ACCD) in their 13F filings. The largest holders were Brown Advisory Inc. ($61.3M), BlackRock Inc. ($59.3M) and ARK Investment Management ($58.8M). 7 famous investors held it, including Cathie Wood (0.4% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Accolade Inc.
CUSIP
00437E102
Latest filing quarter
Q2 2025

History

Number of 13F holders

050100150200 Q1 2024: 149Q1 2024Q2 2024: 151Q2 2024Q3 2024: 150Q3 2024Q4 2024: 155Q4 2024Q1 2025: 157Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$46.2M
Exits15$14.8M

Ownership 149 holders

Brown Advisory Inc. 0.08% Reduce -2.0% 5,845,934 $61.3M
BlackRock Inc. 0.00% Add +0.0% 5,660,892 $59.3M
ARK Investment Management 0.41% Reduce -17.5% 5,613,043 $58.8M
Vanguard Group Inc. 0.00% Add +1.4% 5,403,256 $56.6M
a16z Capital Management, L.L.C. 4.09% No change 5,398,708 $56.6M
JPMorgan Chase & Co. 0.01% Reduce -16.8% 5,331,319 $55.9M
Bellevue Group AG 0.77% Add +6.6% 4,804,514 $50.4M
Rock Springs Capital Management LP 0.95% Add +1.6% 3,540,000 $37.1M
Deerfield Management Company, L.P. 0.48% New 2,382,102 $25.0M
Dimensional Fund Advisors LP 0.01% Add +4.9% 2,015,561 $21.1M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -5.8% 1,697,560 $17.8M
Amova Asset Management Americas, Inc. 0.18% Reduce -5.8% 1,697,560 $17.8M
State Street Corp. 0.00% Add +6.4% 1,669,102 $17.5M
Geode Capital Management, LLC 0.00% Add +4.2% 1,600,205 $16.8M
Fairman Group, LLC 11.26% Reduce -3.4% 1,137,287 $11.9M
Nuveen Asset Management, LLC 0.00% Add +20.9% 1,059,199 $11.1M
Gilder Gagnon Howe & Co. LLC 0.12% New 920,708 $9.6M
Morgan Stanley 0.00% Add +9.3% 871,385 $9.1M
JFG Wealth Management, LLC 2.40% Add +81.3% 854,162 $9.0M
Millennium Management 0.01% Add +210.5% 761,023 $8.0M
Northern Trust Corp. 0.00% Reduce -4.4% 712,675 $7.5M
Prudential Financial Inc. 0.01% Add +96.2% 591,753 $6.2M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 567,378 $5.9M
Renaissance Technologies 0.01% Add +5.2% 509,900 $5.3M
Jane Street Group, LLC 0.01% Reduce -10.6% 504,128 $5.3M
Next Century Growth Investors LLC 0.42% New 460,283 $4.8M
Bank of New York Mellon Corp 0.00% Add +14.3% 429,297 $4.5M
FMR LLC 0.00% Add +19440.5% 424,614 $4.4M
Goldman Sachs Group Inc. 0.00% Add +273.7% 392,687 $4.1M
Bank of America Corp. 0.00% Add +16.9% 378,428 $4.0M
Ieq Capital, LLC 0.04% Reduce -76.7% 259,748 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -10.0% 218,809 $2.3M
Trexquant Investment LP 0.04% New 187,817 $2.0M
Deutsche Bank AG 0.00% Reduce -4.5% 177,802 $1.9M
Stifel Financial Corp. 0.00% Add +22.7% 177,612 $1.9M
Equitable Trust Co. 0.11% No change 155,020 $1.6M
Algert Global LLC 0.06% Add +716.8% 139,678 $1.5M
Swiss National Bank 0.00% Add +1.7% 137,500 $1.4M
UBS Group AG 0.00% Add +6.5% 113,143 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +559.4% 113,082 $1.2M
McKinley Capital Management LLC 0.14% New 110,250 $1.2M
First Trust Advisors LP 0.00% Add +243.0% 109,396 $1.1M
D. E. Shaw & Co. 0.00% Reduce -67.5% 105,583 $1.1M
Rhumbline Advisers 0.00% Add +1.6% 101,494 $1.1M
Nordea Investment Management AB 0.00% No change 100,251 $1.0M
CIBC Private Wealth Group LLC 0.00% No change 102,598 $1.0M
Lazard Asset Management LLC 0.00% Reduce -8.2% 98,677 $1.0M
Credit Suisse AG/ 0.00% Add +8.1% 93,366 $978K
ClariVest Asset Management LLC 0.09% Reduce -0.9% 85,407 $895K
Cresset Asset Management, LLC 0.00% Add +1.1% 82,846 $868K
Invesco Ltd. 0.00% Reduce -23.1% 79,489 $833K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -9.1% 78,421 $822K
Marshall Wace, LLP 0.00% New 77,484 $812K
Legal & General Group Plc 0.00% Add +0.7% 77,170 $809K
US Bancorp \de 0.00% Reduce -0.2% 76,049 $797K
Alliancebernstein L.P. 0.00% No change 75,092 $787K
Barclays PLC 0.00% Reduce -42.5% 74,066 $776K
Cubist Systematic Strategies, LLC 0.01% New 69,644 $730K
California State Teachers Retirement System 0.00% Reduce -3.6% 69,626 $730K
Bridgewater Associates 0.00% Reduce -12.3% 68,830 $721K
Composition Wealth, LLC 0.02% Add +0.0% 57,447 $602K
AQR Capital Management 0.00% Add +141.1% 56,445 $592K
Los Angeles Capital Management LLC 0.00% Add +233.8% 56,149 $588K
Gsa Capital Partners LLP 0.04% Add +102.8% 51,374 $538K
Group One Trading LLC 0.02% Reduce -61.9% 46,217 $484K
Blair William & Co. 0.00% Reduce -3.9% 46,109 $483K
Cerity Partners LLC 0.00% Add +0.9% 44,442 $466K
Waypoint Wealth Partners Inc. 0.13% No change 43,400 $455K
Two Sigma Investments, LP 0.00% Add +60.5% 42,279 $443K
Certuity, LLC 0.04% Reduce -17.5% 41,438 $434K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -39.0% 30,766 $402K
Corient Private Wealth LP 0.00% Reduce -40.2% 37,746 $396K
Wells Fargo & Company 0.00% Add +32.9% 36,898 $387K
MetLife Investment Management, LLC 0.00% No change 34,620 $363K
Inspire Investing, LLC 0.04% New 34,333 $360K
American International Group, Inc. 0.00% Add +1.5% 34,209 $359K
PNC Financial Services Group, Inc. 0.00% No change 33,659 $353K
Franklin Resources Inc. 0.00% No change 32,965 $345K
Wolverine Trading, LLC 0.00% Add +10.6% 31,872 $334K
New York State Common Retirement Fund 0.00% Reduce -0.1% 30,526 $320K
XTX Topco Ltd 0.04% Reduce -24.6% 30,085 $315K
Janus Henderson Group PLC 0.00% Add +0.0% 27,394 $287K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -50.0% 27,062 $284K
Nisa Investment Advisors, LLC 0.00% Add +0.1% 26,685 $280K
Raymond James & Associates 0.00% Add +0.8% 25,925 $272K
Manufacturers Life Insurance Company, The 0.00% Reduce -22.1% 25,744 $270K
Corton Capital Inc. 0.10% New 25,554 $268K
Engineers Gate Manager LP 0.01% New 25,140 $263K
Citadel Advisors 0.00% Reduce -55.5% 25,056 $263K
Principal Financial Group Inc. 0.00% New 24,748 $259K
Simplex Trading, LLC 0.01% Reduce -74.0% 24,077 $252K
Balyasny Asset Management L.P. 0.00% Reduce -97.4% 24,025 $252K
Petrus Trust Company, LTA 0.02% Add +18.6% 22,651 $237K
Nebula Research & Development LLC 0.05% New 22,391 $235K
Voya Investment Management LLC 0.00% Reduce -19.2% 22,270 $233K
HSBC Holdings PLC 0.00% Add +16.4% 19,819 $208K
T. Rowe Price Associates Inc. 0.00% Add +15.3% 19,540 $205K
Arizona State Retirement System 0.00% Reduce -0.2% 19,146 $201K
Premier Fund Managers Ltd 0.01% New 19,775 $197K
GGV Capital LLC 0.16% Add +242.9% 18,063 $189K
Y-Intercept (Hong Kong) Ltd 0.01% Add +21.3% 17,699 $185K
State Board of Administration of Florida Retirement System 0.00% Reduce -35.6% 12,454 $179K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,584 $174K
Osaic Holdings, Inc. 0.00% Reduce -6.5% 15,664 $164K
Caption Management, LLC 0.02% Reduce -25.8% 15,200 $159K
Mariner, LLC 0.00% Add +14.5% 15,139 $159K
Susquehanna International Group, LLP 0.00% Reduce -82.5% 14,634 $153K
Two Sigma Advisers, LP 0.00% Reduce -75.5% 13,900 $146K
Parallel Advisors, LLC 0.00% Add +141.5% 13,416 $141K
Pinnacle Wealth Planning Services, Inc. 0.02% No change 13,259 $139K
ProShare Advisors LLC 0.00% Add +11.1% 12,472 $131K
American Century Companies Inc. 0.00% Add +14.7% 11,922 $125K
Citigroup Inc. 0.00% Add +19.6% 11,846 $124K
Oracle Alpha Inc. 0.20% New 10,770 $113K
Sherbrooke Park Advisers LLC 0.02% New 10,764 $113K
Clarius Group, LLC 0.01% Reduce -53.1% 10,585 $111K
Dynamic Technology Lab Private Ltd 0.01% New 10,211 $107K
Allspring Global Investments Holdings, LLC 0.00% New 8,258 $87K
Bessemer Group Inc. 0.00% No change 7,584 $79K
Cutler Group LLC / CA 0.04% Reduce -37.5% 7,500 $78K
Ameritas Investment Partners, Inc. 0.00% No change 6,560 $69K
CANADA LIFE ASSURANCE Co 0.00% No change 5,968 $63K
Royal Bank of Canada 0.00% Reduce -82.7% 4,237 $44K
State of Wyoming 0.01% Reduce -24.9% 4,036 $42K
Quarry LP 0.02% New 3,544 $37K
Metropolitan Life Insurance Co 0.00% Reduce -11.0% 3,524 $37K
Point72 Asia (Singapore) Pte. Ltd. 0.01% New 3,220 $34K
Cwm, LLC 0.00% Add +0.8% 3,144 $33K
Tower Research Capital LLC (TRC) 0.00% Reduce -93.8% 2,833 $30K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,780 $29K
Amalgamated Bank 0.00% Reduce -74.9% 2,324 $24K
EntryPoint Capital, LLC 0.01% New 1,411 $15K
Capital Advisors, Ltd. LLC 0.00% No change 1,197 $13K
MCF Advisors LLC 0.00% New 570 $6K
Comerica Bank 0.00% No change 539 $6K
Leonteq Securities AG 0.00% No change 516 $5K
Lindbrook Capital, LLC 0.00% No change 437 $5K
Allworth Financial LP 0.00% Reduce -17.2% 251 $3K
Macroview Investment Management LLC 0.00% No change 190 $2K
Sachetta, LLC 0.00% No change 98 $1K
Russell Investments Group, Ltd. 0.00% Add +91.1% 86 $901
Signaturefd, LLC 0.00% No change 80 $838
Quadrant Capital Group LLC 0.00% No change 45 $472
Farther Finance Advisors, LLC 0.00% Add +30.3% 43 $436
AlphaQuest LLC 0.00% New 20 $210
GAMMA Investing LLC 0.00% Add +566.7% 20 $210
Avior Wealth Management, LLC 0.00% New 15 $157
Rothschild Investment LLC 0.00% New 10 $105
Covestor Ltd 0.00% Reduce -14.3% 6 $0

"% of holder's portfolio" is ACCD's weight in each manager's 13F, not the share of Accolade Inc. the manager owns.