AccoladeACCD

13F holders, Q4 2024 (December 31)
155holders +5
25new positions
26sold out
7famous investors
$3.43avg. 13F price*

At the end of Q4 2024, 155 institutions reported holding Accolade Inc. (ACCD) in their 13F filings, up 5 from Q3 2024. 25 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($21.3M), a16z Capital Management, L.L.C. ($18.5M) and ARK Investment Management ($15.9M). 7 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$3.1M
Exits26$31.6M

All 13F filers, Q3 2024 → Q4 2024: 8,265,033 shares bought and 13,413,012 shares sold, net −5,147,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 155 holders

BlackRock, Inc. 0.00% Reduce -0.2% 6,227,049 $21.3M
a16z Capital Management, L.L.C. 2.48% No change 5,398,708 $18.5M
ARK Investment Management 0.13% Reduce -13.4% 4,663,613 $15.9M
Vanguard Group Inc. 0.00% Add +0.6% 4,181,387 $14.3M
Deerfield Management Company, L.P. 0.26% No change 3,475,000 $11.9M
Millennium Management 0.01% Reduce -22.5% 3,090,861 $10.6M
Acadian Asset Management LLC 0.03% Add +44.9% 2,981,730 $10.2M
D. E. Shaw & Co. 0.01% Add +77.9% 2,280,783 $7.8M
Fairman Group, LLC 5.08% Add +58.5% 1,802,399 $6.2M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -6.5% 1,766,480 $6.0M
Amova Asset Management Americas, Inc. 0.07% Reduce -6.4% 1,766,480 $6.0M
Geode Capital Management, LLC 0.00% Reduce -2.1% 1,744,393 $6.0M
Whetstone Capital Advisors, LLC 2.06% Add +58.9% 1,585,643 $5.4M
Dimensional Fund Advisors LP 0.00% Add +0.3% 1,513,275 $5.2M
State Street Corp. 0.00% Reduce -24.0% 1,464,698 $5.0M
Kennedy Capital Management LLC 0.08% Add +40.9% 1,065,757 $3.6M
Point72 Asset Management 0.01% Add +36.8% 844,999 $2.9M
Goldman Sachs Group Inc. 0.00% Add +46.6% 818,931 $2.8M
Jane Street Group, LLC 0.00% Add +0.1% 728,365 $2.5M
Cubist Systematic Strategies, LLC 0.04% Add +40.8% 668,738 $2.3M
Northern Trust Corp. 0.00% Add +4.5% 637,012 $2.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +84.0% 634,470 $2.2M
Bellevue Group AG 0.04% Reduce -4.0% 615,509 $2.1M
Charles Schwab Investment Management Inc. 0.00% Add +7.5% 611,731 $2.1M
Citadel Advisors 0.00% Add +9.9% 594,218 $2.0M
AQR Capital Management 0.00% Add +95.6% 590,936 $2.0M
Tocqueville Asset Management L.P. 0.03% Add +100.0% 580,000 $2.0M
Two Sigma Investments, LP 0.00% Add +302.3% 564,743 $1.9M
Marshall Wace, LLP 0.00% Add +2233.7% 531,885 $1.8M
Prudential Financial Inc. 0.00% Reduce -5.7% 431,063 $1.5M
Johnson Financial Group, LLC 0.17% No change 426,615 $1.5M
Stifel Financial Corp. 0.00% Add +13.6% 377,221 $1.3M
Morgan Stanley 0.00% Reduce -4.8% 349,645 $1.2M
Qube Research & Technologies Ltd 0.00% Add +256.7% 338,434 $1.2M
Renaissance Technologies 0.00% Reduce -34.9% 305,836 $1.0M
Bank of America Corp. 0.00% Reduce -42.4% 298,367 $1.0M
Natixis 0.01% New 286,600 $980K
UBS Group AG 0.00% Add +82.4% 258,776 $885K
Clearline Capital LP 0.11% Reduce -84.5% 237,881 $814K
Nuveen Asset Management, LLC 0.00% No change 218,638 $748K
CIBC Private Wealth Group LLC 0.00% No change 102,598 $704K
Algert Global LLC 0.02% Add +7.0% 201,683 $690K
Bank of New York Mellon Corp 0.00% Reduce -5.7% 201,200 $688K
Two Sigma Advisers, LP 0.00% Add +322.6% 194,800 $666K
ExodusPoint Capital Management, LP 0.01% Add +129.5% 169,223 $579K
Equitable Trust Co. 0.03% No change 155,020 $530K
Barclays PLC 0.00% Add +8.3% 151,493 $518K
Gsa Capital Partners LLP 0.03% Reduce -70.5% 135,902 $465K
Mackenzie Financial Corp. 0.00% New 133,471 $456K
Requisite Capital Management, LLC 0.08% No change 118,500 $405K
Inspire Investing, LLC 0.04% Add +9.9% 117,216 $401K
Moore Capital Management, LP 0.01% New 116,204 $397K
Nebula Research & Development LLC 0.05% Add +21.3% 116,053 $397K
Rhumbline Advisers 0.00% Add +1.7% 115,136 $394K
Group One Trading LLC 0.01% Add +39.9% 111,362 $381K
Balyasny Asset Management L.P. 0.00% Reduce -26.1% 89,779 $307K
XTX Topco Ltd 0.03% Add +133.2% 87,514 $299K
Petrus Trust Company, LTA 0.03% No change 87,384 $299K
BNP Paribas Financial Markets 0.00% New 86,134 $295K
EntryPoint Capital, LLC 0.12% Add +128.5% 83,787 $287K
JPMorgan Chase & Co. 0.00% Add +51.3% 83,257 $285K
Ieq Capital, LLC 0.00% Add +99.1% 82,509 $282K
Blair William & Co. 0.00% Add +54.0% 81,763 $280K
Cresset Asset Management, LLC 0.00% Add +0.4% 81,153 $278K
Invesco Ltd. 0.00% Add +2.4% 78,724 $269K
Graham Capital Management, L.P. 0.01% New 77,575 $265K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.0% 77,457 $265K
US Bancorp \de 0.00% No change 75,325 $258K
Alliancebernstein L.P. 0.00% No change 75,092 $257K
Sherbrooke Park Advisers LLC 0.08% Reduce -31.4% 71,979 $246K
Lightspeed Management Company, L.L.C. 0.08% — 66,578 $228K
HSBC Holdings PLC 0.00% Add +144.3% 62,939 $214K
Cerity Partners LLC 0.00% Add +11.2% 59,373 $203K
Susquehanna International Group, LLP 0.00% Reduce -67.0% 58,655 $201K
Composition Wealth, LLC 0.00% No change 57,427 $196K
Citigroup Inc. 0.00% Reduce -9.0% 57,179 $196K
Squarepoint Ops LLC 0.00% Reduce -62.0% 56,630 $194K
Nisa Investment Advisors, LLC 0.00% Add +15113.1% 55,680 $190K
Sei Investments Co. 0.00% Reduce -29.8% 54,063 $185K
Ameriprise Financial Inc. 0.00% Add +255.0% 53,753 $184K
FMR LLC 0.00% Add +913.5% 53,493 $183K
Savant Capital, LLC 0.00% Add +182.1% 52,794 $181K
Jump Financial, LLC 0.00% Reduce -45.1% 49,489 $169K
State of Wyoming 0.02% Reduce -31.4% 44,532 $152K
MetLife Investment Management, LLC 0.00% Add +16.9% 43,337 $148K
HighTower Advisors, LLC 0.00% Reduce -73.1% 41,500 $142K
SG Americas Securities, LLC 0.00% Add +36.1% 40,498 $139K
Wells Fargo & Company 0.00% Add +26.6% 40,153 $137K
Intech Investment Management LLC 0.00% Add +48.8% 36,984 $126K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 36,319 $124K
Raymond James Financial Inc. 0.00% — 35,155 $120K
Diametric Capital, LP 0.08% Reduce -5.2% 33,951 $116K
Brevan Howard Capital Management LP 0.00% New 30,969 $106K
Corient Private Wealth LP 0.00% No change 30,319 $104K
New York State Common Retirement Fund 0.00% No change 28,162 $96K
Walleye Capital LLC 0.00% New 28,045 $96K
T. Rowe Price Associates Inc. 0.00% Add +16.8% 27,673 $95K
Manufacturers Life Insurance Company, The 0.00% Reduce -4.1% 27,692 $95K
Caption Management, LLC 0.00% Reduce -66.5% 26,282 $90K
Voya Investment Management LLC 0.00% Reduce -7.8% 23,366 $80K
LPL Financial LLC 0.00% Add +9.0% 23,201 $79K
Osaic Holdings, Inc. 0.00% Add +36.3% 22,893 $78K
Simplex Trading, LLC 0.00% Add +128.3% 21,896 $74K
Quadrature Capital Ltd 0.00% New 21,508 $73K
Glenmede Trust Co. NA 0.00% New 21,187 $72K
Sagespring Wealth Partners, LLC 0.00% — 20,854 $71K
ProShare Advisors LLC 0.00% Add +49.0% 20,574 $70K
Cwm, LLC 0.00% Add +127.5% 20,448 $70K
State Board of Administration of Florida Retirement System 0.00% No change 19,354 $66K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.01% Add +49.9% 17,804 $61K
AE Wealth Management LLC 0.00% New 17,734 $61K
Rpo LLC 0.08% New 16,713 $57K
Pilgrim Partners Asia Pte Ltd 0.05% — 15,800 $54K
Police & Firemen's Retirement System of New Jersey 0.00% — 14,038 $48K
Wealth Enhancement Advisory Services, LLC 0.00% New 13,994 $48K
Point72 (DIFC) Ltd 0.00% New 12,705 $43K
Boothbay Fund Management, LLC 0.00% New 12,535 $43K
Prelude Capital Management, LLC 0.00% Reduce -12.0% 11,478 $39K
Panagora Asset Management Inc. 0.00% Add +7.7% 11,256 $38K
Pallas Capital Advisors LLC 0.00% New 11,235 $38K
Laird Norton Wetherby Trust Company, LLC 0.01% New 11,000 $38K
Bayesian Capital Management, LP 0.00% Reduce -75.6% 10,900 $37K
Clarius Group, LLC 0.00% No change 10,585 $36K
Centiva Capital, LP 0.00% Reduce -82.8% 10,247 $35K
Mission Creek Capital Partners, Inc. 0.01% No change 10,000 $34K
Legal & General Group Plc 0.00% No change 7,077 $24K
Ameritas Investment Partners, Inc. 0.00% No change 6,560 $22K
Parallel Advisors, LLC 0.00% Reduce -5.9% 5,505 $19K
California State Teachers Retirement System 0.00% No change 5,366 $18K
R Squared Ltd 0.01% — 3,800 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -84.1% 3,357 $11K
Deutsche Bank AG 0.00% Reduce -94.1% 3,141 $11K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,780 $10K
Amalgamated Bank 0.00% No change 2,324 $8K
Sterling Capital Management LLC 0.00% Add +821.4% 1,677 $6K
Coppell Advisory Solutions LLC 0.00% No change 1,313 $5K
UMB Bank, n.a. 0.00% New 1,366 $5K
Capital Advisors, Ltd. LLC 0.00% No change 1,197 $4K
Federated Hermes, Inc. 0.00% New 492 $2K
Crowley Wealth Management, Inc. 0.00% — 300 $1K
Brooklyn Investment Group 0.00% New 253 $866
EverSource Wealth Advisors, LLC 0.00% New 216 $739
Smartleaf Asset Management LLC 0.00% Reduce -91.9% 183 $629
PNC Financial Services Group, Inc. 0.00% Reduce -99.5% 164 $561
Rothschild Investment LLC 0.00% Add +88.2% 160 $547
Russell Investments Group, Ltd. 0.00% New 149 $510
CoreCap Advisors, LLC 0.00% New 142 $486
Versant Capital Management, Inc 0.00% Reduce -51.8% 138 $472
Raleigh Capital Management Inc. 0.00% New 58 $198
True Wealth Design, LLC 0.00% Reduce -12.3% 50 $171
IFP Advisors, Inc 0.00% New 50 $171
Leonteq Securities AG 0.00% New 28 $96
SBI Securities Co., Ltd. 0.00% — 9 $31
Farther Finance Advisors, LLC 0.00% Reduce -50.0% 5 $17
Covestor Ltd 0.00% Add +8.3% 26 $0

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