AccoladeACCD

13F holders, Q2 2024 (June 30)
151holders +2
26new positions
24sold out
7famous investors
$3.58avg. 13F price*

At the end of Q2 2024, 151 institutions reported holding Accolade Inc. (ACCD) in their 13F filings, up 2 from Q1 2024. 26 opened new positions and 24 sold out. The largest holders were BlackRock Inc. ($22.0M), ARK Investment Management ($20.2M) and Brown Advisory Inc. ($19.5M). 7 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024

InstitutionsTotal Value
New Positions26$14.9M
Exits24$23.5M

All 13F filers, Q1 2024 → Q2 2024: 11,900,943 shares bought and 14,330,158 shares sold, net −2,429,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 151 holders

BlackRock Inc. 0.00% Add +8.8% 6,158,674 $22.0M
ARK Investment Management 0.18% Add +0.5% 5,641,448 $20.2M
Brown Advisory Inc. 0.03% Reduce -6.8% 5,451,474 $19.5M
a16z Capital Management, L.L.C. 1.65% No change 5,398,708 $19.3M
Vanguard Group Inc. 0.00% Reduce -23.7% 4,121,137 $14.8M
Deerfield Management Company, L.P. 0.24% Add +45.9% 3,475,000 $12.4M
JPMorgan Chase & Co. 0.00% Reduce -44.5% 2,957,326 $10.6M
Millennium Management 0.01% Add +244.7% 2,623,201 $9.4M
Rock Springs Capital Management LP 0.25% Reduce -35.3% 2,290,000 $8.2M
Amova Asset Management Americas, Inc. 0.08% Add +18.5% 2,011,931 $7.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +18.5% 2,011,931 $7.2M
State Street Corp. 0.00% Add +18.7% 1,981,934 $7.1M
Geode Capital Management, LLC 0.00% Add +6.1% 1,698,482 $6.1M
Dimensional Fund Advisors LP 0.00% Reduce -17.9% 1,654,090 $5.9M
Prosight Management, LP 1.59% New 1,489,525 $5.3M
Fairman Group, LLC 4.14% No change 1,137,287 $4.1M
Jane Street Group, LLC 0.00% Add +99.4% 1,005,145 $3.6M
JFG Wealth Management, LLC 0.87% No change 854,162 $3.1M
Bellevue Group AG 0.05% Reduce -82.5% 842,577 $3.0M
Clearline Capital LP 0.26% New 830,784 $3.0M
Goldman Sachs Group Inc. 0.00% Add +97.8% 776,785 $2.8M
Northern Trust Corp. 0.00% Reduce -2.3% 696,581 $2.5M
J. Goldman & Co LP 0.08% New 606,622 $2.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.3% 543,046 $1.9M
Nuveen Asset Management, LLC 0.00% Reduce -50.5% 524,052 $1.9M
Renaissance Technologies 0.00% Add +0.2% 510,700 $1.8M
Prudential Financial Inc. 0.00% Reduce -23.1% 455,363 $1.6M
Citadel Advisors 0.00% Add +1362.4% 366,425 $1.3M
Algert Global LLC 0.04% Add +153.5% 354,119 $1.3M
Acadian Asset Management LLC 0.00% New 343,704 $1.2M
Gsa Capital Partners LLP 0.08% Add +533.8% 325,625 $1.2M
D. E. Shaw & Co. 0.00% Add +190.0% 306,185 $1.1M
Morgan Stanley 0.00% Reduce -66.3% 293,951 $1.1M
Squarepoint Ops LLC 0.00% New 290,743 $1.0M
Bank of New York Mellon Corp 0.00% Reduce -35.1% 278,611 $997K
Stifel Financial Corp. 0.00% Add +54.8% 274,887 $984K
Cubist Systematic Strategies, LLC 0.02% Add +273.4% 260,040 $931K
Bank of America Corp. 0.00% Reduce -33.3% 252,543 $904K
Susquehanna International Group, LLP 0.00% Add +1510.8% 235,721 $844K
Group One Trading LLC 0.02% Add +248.6% 161,115 $577K
Equitable Trust Co. 0.04% No change 155,020 $555K
HighTower Advisors, LLC 0.00% New 154,261 $552K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +83.8% 144,122 $516K
Swiss National Bank 0.00% No change 137,500 $492K
UBS Group AG 0.00% Add +21.2% 137,111 $491K
Dynamic Technology Lab Private Ltd 0.05% Add +1168.8% 129,554 $464K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +13.9% 128,765 $461K
Rhumbline Advisers 0.00% Add +22.5% 124,351 $445K
Ameriprise Financial Inc. 0.00% Reduce -49.9% 109,598 $392K
Trexquant Investment LP 0.01% Reduce -42.7% 107,585 $385K
CIBC Private Wealth Group LLC 0.00% No change 102,598 $363K
Inspire Investing, LLC 0.04% Add +179.7% 96,021 $344K
IPG Investment Advisors LLC 0.07% New 88,500 $317K
Lazard Asset Management LLC 0.00% Reduce -10.4% 88,455 $316K
Nordea Investment Management AB 0.00% Reduce -17.2% 83,007 $315K
Sei Investments Co. 0.00% New 82,859 $297K
Cresset Asset Management, LLC 0.00% Reduce -1.3% 81,738 $293K
Blair William & Co. 0.00% Add +73.1% 79,834 $286K
Invesco Ltd. 0.00% Add +0.3% 79,707 $285K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 75,935 $272K
US Bancorp \de 0.00% Reduce -0.5% 75,635 $271K
AQR Capital Management 0.00% Add +33.5% 75,330 $270K
Legal & General Group Plc 0.00% Reduce -2.7% 75,103 $269K
Alliancebernstein L.P. 0.00% No change 75,092 $269K
Corton Capital Inc. 0.13% Add +172.9% 69,734 $250K
California State Teachers Retirement System 0.00% Reduce -1.9% 68,265 $244K
Bridgewater Associates 0.00% Reduce -7.1% 63,969 $229K
Petrus Trust Company, LTA 0.02% Add +180.7% 63,581 $228K
Sherbrooke Park Advisers LLC 0.04% Add +449.9% 59,194 $212K
Deutsche Bank AG 0.00% Reduce -66.8% 59,090 $212K
Nebula Research & Development LLC 0.03% Add +161.5% 58,552 $210K
Composition Wealth, LLC 0.01% Reduce -0.0% 57,427 $206K
Centiva Capital, LP 0.01% New 56,396 $202K
Barclays PLC 0.00% Reduce -28.6% 52,920 $189K
Simplex Trading, LLC 0.01% Add +115.0% 51,772 $185K
XTX Topco Ltd 0.02% Add +64.4% 49,454 $177K
Verition Fund Management LLC 0.00% New 49,171 $176K
Cerity Partners LLC 0.00% Add +3.6% 46,035 $165K
Balyasny Asset Management L.P. 0.00% Add +89.2% 45,451 $163K
MetLife Investment Management, LLC 0.00% Add +25.1% 43,322 $155K
Versor Investments LP 0.03% New 41,900 $150K
Certuity, LLC 0.01% No change 41,438 $148K
Corebridge Financial, Inc. 0.00% — 39,840 $143K
Franklin Resources Inc. 0.00% Add +16.6% 38,429 $138K
Los Angeles Capital Management LLC 0.00% Reduce -31.7% 38,360 $137K
Wells Fargo & Company 0.00% Add +3.1% 38,028 $136K
Corient Private Wealth LP 0.00% No change 37,746 $135K
PNC Financial Services Group, Inc. 0.00% No change 33,659 $120K
New York State Common Retirement Fund 0.00% Add +0.1% 30,551 $109K
Manufacturers Life Insurance Company, The 0.00% Add +13.3% 29,160 $104K
Adage Capital Partners Gp, L.L.C. 0.00% New 28,512 $102K
Janus Henderson Group PLC 0.00% Reduce -1.3% 27,031 $97K
Knights of Columbus Asset Advisors LLC 0.01% No change 27,062 $97K
Raymond James & Associates 0.00% Add +1.0% 26,192 $94K
Principal Financial Group Inc. 0.00% Add +4.9% 25,959 $93K
Voya Investment Management LLC 0.00% Add +12.3% 25,013 $90K
Marshall Wace, LLP 0.00% Reduce -69.3% 23,792 $85K
T. Rowe Price Associates Inc. 0.00% Add +21.2% 23,691 $85K
HSBC Holdings PLC 0.00% Add +9.0% 21,595 $79K
Citigroup Inc. 0.00% Add +78.6% 21,152 $76K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +22.9% 20,373 $73K
Tower Research Capital LLC (TRC) 0.00% Add +601.4% 19,871 $71K
Arizona State Retirement System 0.00% Add +1.9% 19,503 $70K
State Board of Administration of Florida Retirement System 0.00% Add +55.4% 19,354 $69K
Engineers Gate Manager LP 0.00% Reduce -25.1% 18,840 $67K
Aigen Investment Management, LP 0.01% New 18,232 $65K
Osaic Holdings, Inc. 0.00% Add +8.2% 16,955 $61K
Quadrature Capital Ltd 0.00% New 15,200 $55K
Russell Investments Group, Ltd. 0.00% Add +17561.6% 15,189 $54K
Palisade Capital Management, LP 0.00% New 14,561 $52K
Bayesian Capital Management, LP 0.01% New 13,500 $48K
Pinnacle Wealth Planning Services, Inc. 0.01% No change 13,259 $47K
SG Americas Securities, LLC 0.00% New 11,899 $43K
Parallel Advisors, LLC 0.00% Reduce -17.7% 11,038 $40K
Clarius Group, LLC 0.00% No change 10,585 $38K
American Century Companies Inc. 0.00% Reduce -12.3% 10,451 $37K
Allspring Global Investments Holdings, LLC 0.00% Reduce -1.0% 8,174 $29K
Bessemer Group Inc. 0.00% No change 7,584 $27K
Royal Bank of Canada 0.00% Add +64.4% 6,965 $25K
Ameritas Investment Partners, Inc. 0.00% No change 6,560 $23K
State of Wyoming 0.00% Add +49.4% 6,028 $22K
Nisa Investment Advisors, LLC 0.00% Reduce -78.0% 5,880 $21K
CANADA LIFE ASSURANCE Co 0.00% No change 5,968 $21K
Canada Pension Plan Investment Board 0.00% New 5,500 $20K
Cwm, LLC 0.00% Add +31.3% 4,127 $15K
Caption Management, LLC 0.00% Reduce -77.6% 3,400 $12K
ANTIPODES PARTNERS Ltd 0.00% New 3,297 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,780 $10K
Coppell Advisory Solutions LLC 0.00% — 1,313 $9K
Point72 (DIFC) Ltd 0.00% New 2,279 $8K
FMR LLC 0.00% Reduce -99.5% 2,278 $8K
Amalgamated Bank 0.00% No change 2,324 $8K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Reduce -47.8% 1,681 $6K
Capital Advisors, Ltd. LLC 0.00% No change 1,197 $4K
Smartleaf Asset Management LLC 0.00% New 354 $2K
Leonteq Securities AG 0.00% No change 516 $2K
Lindbrook Capital, LLC 0.00% Add +11.0% 485 $2K
Catalyst Funds Management Pty Ltd 0.00% New 400 $1K
Clearstead Advisors, LLC 0.00% New 328 $1K
Robinswood Financial LLC 0.00% New 300 $1K
Comerica Bank 0.00% Reduce -48.2% 279 $999
Versant Capital Management, Inc 0.00% New 261 $934
Redwood Wealth Management Group, LLC 0.00% New 200 $716
Macroview Investment Management LLC 0.00% No change 190 $681
Signaturefd, LLC 0.00% No change 80 $286
Quadrant Capital Group LLC 0.00% No change 45 $162
GAMMA Investing LLC 0.00% Add +125.0% 45 $161
Farther Finance Advisors, LLC 0.00% Reduce -37.2% 27 $96
Rothschild Investment LLC 0.00% Add +100.0% 20 $72
AlphaQuest LLC 0.00% No change 20 $72
Covestor Ltd 0.00% No change 6 $0

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