Accolade Inc (ACCD) Ownership

3.51 ↑0.09 (2.63%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Accolade Inc (ACCD), owning a total of 6.2 million shares. Combined, the top 48 institutional holders of ACCD own 99.83% of the company with a total of 79.2 million shares.

In the latest ownership report on September 30th 2024, the top 48 institutional holders increased their combined ownership of ACCD by 5.3 million shares. 9 institutions bought 6,853,321 total additional shares and increased their ownership by an average of 61.12%. However 7 institutions sold 1,533,712 total shares and decreased their ownership by an average of 9.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Accolade Inc increased by a net total of 5,319,609 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Investment Management LLC	6.683%	-4.590%	5,382,533	-258,915	2024-09-30
Brown Advisory Holdings Inc	5.991%	-11.498%	4,824,662	-626,812	2024-09-30
Vanguard Group Inc	5.162%	0.874%	4,157,154	36,017	2024-09-30
Millennium Management LLC	4.952%	52.024%	3,987,883	1,364,682	2024-09-30
Deerfield Management Co	4.315%	0.000%	3,475,000	0	2024-09-30
Prosight Management, LP	3.479%	88.087%	2,801,598	1,312,073	2024-09-30
State Street Corp	2.393%	-2.767%	1,927,089	-54,845	2024-09-30
Sumitomo Mitsui Trust Group Inc	2.347%	-6.054%	1,890,123	-121,808	2024-09-30
Nikko Asset Management Americas Inc	2.343%	-6.209%	1,887,011	-124,920	2024-09-30
Geode Capital Management, LLC	2.213%	4.920%	1,782,038	83,556	2024-09-30
Clearline Capital LP	1.912%	85.316%	1,539,578	708,794	2024-09-30
Dimensional Fund Advisors, Inc.	1.874%	-8.748%	1,509,390	-144,700	2024-09-30
D. E. Shaw & Co LP	1.592%	318.819%	1,282,360	976,175	2024-09-30
Fairman Group LLC	1.412%	0.000%	1,137,287	0	2024-09-30
Whetstone Capital Advisors, LLC	1.239%	0.000%	997,889	997,889	2024-09-30
Kennedy Capital Management Inc	0.939%	0.000%	756,556	756,556	2024-09-30
Bellevue Group AG	0.796%	-23.940%	640,865	-201,712	2024-09-30
Point72 Asset Management, L.P.	0.767%	0.000%	617,579	617,579	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	7.647%	8.793%	6,158,674	497,782	2024-06-30
ARK Investment Management LLC	6.683%	-4.590%	5,382,533	-258,915	2024-09-30
Brown Advisory Holdings Inc	5.991%	-11.498%	4,824,662	-626,812	2024-09-30
Vanguard Group Inc	5.162%	0.874%	4,157,154	36,017	2024-09-30
Millennium Management LLC	4.952%	52.024%	3,987,883	1,364,682	2024-09-30
AH Equity Partners IV (Parallel), L.L.C.	5.171%	0.000%	3,779,620	0	2022-09-30
Deerfield Management Co	4.315%	0.000%	3,475,000	0	2024-09-30
JPMorgan Chase & Co	3.672%	-44.529%	2,957,326	-2,373,993	2024-06-30
Prosight Management, LP	3.479%	88.087%	2,801,598	1,312,073	2024-09-30
Rock Springs Capital Management LP	2.843%	-35.311%	2,290,000	-1,250,000	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	2.515%	18.519%	2,011,931	314,371	2024-06-30
State Street Corp	2.393%	-2.767%	1,927,089	-54,845	2024-09-30
Sumitomo Mitsui Trust Group Inc	2.347%	-6.054%	1,890,123	-121,808	2024-09-30
Nikko Asset Management Americas Inc	2.343%	-6.209%	1,887,011	-124,920	2024-09-30
Geode Capital Management, LLC	2.213%	4.920%	1,782,038	83,556	2024-09-30
State Street Corporation	2.086%	6.418%	1,669,102	100,660	2024-03-31
AH Equity Partners IV, L.L.C.	2.215%	0.000%	1,619,088	0	2022-09-30
Clearline Capital LP	1.912%	85.316%	1,539,578	708,794	2024-09-30
Dimensional Fund Advisors, Inc.	1.874%	-8.748%	1,509,390	-144,700	2024-09-30
Sepio Capital, LLC	1.992%	0.000%	1,506,225	1,506,225	2023-03-31
D. E. Shaw & Co LP	1.592%	318.819%	1,282,360	976,175	2024-09-30
Woodline Partners LP	1.519%	0.000%	1,175,792	1,175,792	2023-09-30
Fairman Group LLC	1.412%	0.000%	1,137,287	0	2024-09-30
IEQ CAPITAL, LLC	1.423%	0.000%	1,114,691	1,114,691	2023-12-31
Nuveen Asset Management, LLC	1.324%	20.864%	1,059,199	182,840	2024-03-31
JANE STREET GROUP, LLC	1.256%	78.310%	1,005,145	441,437	2024-06-30
Jane Street Group LLC	1.248%	78.310%	1,005,145	441,437	2024-06-30
Whetstone Capital Advisors, LLC	1.239%	0.000%	997,889	997,889	2024-09-30
Balyasny Asset Management LLC	1.187%	75.653%	929,956	400,529	2023-12-31
Gilder Gagnon Howe & CO LLC	1.151%	0.000%	920,708	920,708	2024-03-31
Morgan Stanley - Brokerage Accounts	1.089%	9.327%	871,385	74,337	2024-03-31
Bank of America Corp	1.136%	-0.498%	865,753	-4,335	2023-06-30
JFG Wealth Management, LLC	1.061%	0.000%	854,162	0	2024-06-30
Goldman Sachs Group Inc	0.965%	97.813%	776,785	384,098	2024-06-30
Kennedy Capital Management Inc	0.939%	0.000%	756,556	756,556	2024-09-30
Northern Trust Corp	0.865%	-2.258%	696,581	-16,094	2024-06-30
Bellevue Group AG	0.796%	-23.940%	640,865	-201,712	2024-09-30
Point72 Asset Management, L.P.	0.767%	0.000%	617,579	617,579	2024-09-30
FMR Inc	0.801%	19.249%	605,756	97,782	2023-03-31
Prudential Financial Inc	0.755%	96.170%	591,753	290,100	2024-03-31
Citadel Advisors Llc	0.750%	0.330%	571,613	1,881	2023-06-30
Jacobs Levy Equity Management, Inc.	0.776%	0.000%	571,228	571,228	2023-03-31
Charles Schwab Investment Management Inc	0.710%	6.628%	555,982	34,559	2023-12-31
BMO Capital Markets Corp.	0.727%	1,581.520%	535,295	503,461	2022-12-31
Bank of Montreal	0.631%	-3.249%	488,396	-16,400	2023-09-30
Lazard Asset Management LLC	0.676%	53.112%	485,988	168,580	2022-06-30
Renaissance Technologies Corp	0.626%	11.124%	484,500	48,500	2023-12-31
Fred Alger Management, LLC	0.610%	145.188%	438,894	259,891	2022-09-30

Mutual Fund Ownership

ARK Genomic Revolution is the biggest individual fund holder of Accolade Inc (ACCD), owning a total of 5.3 million shares. Combined, the top 41 mutual fund holders of ACCD own 51.36% of the company with a total of 40.9 million shares.

In the latest ownership report on November 30th 2024, the top 41 fund holders increased their combined ownership of ACCD by 33 thousand shares. 4 funds bought 29,216 total additional shares and increased their ownership by an average of 2.74%. However 1 funds sold 62,500 total shares and decreased their ownership by an average of 20.69%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Accolade Inc decreased by a net total of -33,284 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution ETF	6.231%	0.000%	5,018,455	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.748%	0.000%	2,213,022	0	2024-11-30
iShares Russell 2000 ETF	2.475%	0.000%	1,993,350	0	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.410%	0.100%	1,135,332	1,132	2024-11-30
Bellevue (Lux) Bellevue Dgtl Hthl I2 EUR	0.796%	0.000%	640,865	0	2024-11-30
iShares Russell 2000 Value ETF	0.592%	0.000%	476,535	0	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.556%	0.000%	447,749	0	2024-11-30
Schwab US Small-Cap ETF™	0.442%	0.113%	355,768	400	2024-11-30
Vanguard Russell 2000 ETF	0.422%	2.730%	339,783	9,028	2024-11-30
Vanguard Health Care ETF	0.312%	8.026%	251,111	18,656	2024-11-30
State St Russell Sm Cap® Indx SL Cl I	0.298%	-20.686%	239,632	-62,500	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ARK Genomic Revolution	6.640%	-4.144%	5,347,280	-231,164	2024-09-30
ARK Genomic Revolution ETF	6.231%	0.000%	5,018,455	0	2024-11-30
Bellevue Healthcare Ord	4.742%	0.000%	3,794,274	3,794,274	2023-11-30
Vanguard Total Stock Mkt Idx Inv	2.748%	0.000%	2,213,022	0	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.775%	-0.096%	2,115,278	-2,032	2023-03-31
iShares Russell 2000 ETF	2.475%	0.000%	1,993,350	0	2024-11-30
Brown Advisory Small-Cap Growth Inv	1.849%	-4.448%	1,489,296	-69,331	2024-09-30
JPM Global Healthcare C (acc) USD	1.477%	-22.568%	1,181,964	-344,492	2024-06-30
Nikko AM ARK Pstv Chg Innovt P JPY Acc	1.431%	-3.201%	1,152,356	-38,109	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.410%	0.100%	1,135,332	1,132	2024-11-30
JPMorgan Small Cap Growth A	1.208%	-51.233%	966,534	-1,015,415	2024-06-30
Vanguard Small Cap Index	1.110%	0.237%	888,020	2,100	2024-05-31
Vanguard Extended Market Index Investor	1.166%	-0.019%	881,909	-169	2023-08-31
Nikko Gbl All Biological Genome Eq MF	1.039%	-11.495%	836,635	-108,665	2024-06-07
apo Digital Health Aktien Fonds I	0.939%	0.000%	751,000	0	2024-06-30
Fidelity Small Cap Index	0.921%	-2.273%	742,028	-17,257	2024-09-30
Fidelity® Small Cap Index	0.859%	2.789%	654,772	17,764	2023-10-31
Bellevue (Lux) Bellevue Dgtl Hthl I2 EUR	0.796%	0.000%	640,865	0	2024-11-30
Kennedy Micro Cap	0.715%	0.000%	575,730	575,730	2024-09-30
iShares Russell 2000 Growth ETF	0.705%	0.000%	555,709	0	2024-05-30
Vanguard Small Cap Growth Index Inv	0.632%	1.030%	505,504	5,154	2024-05-31
Principal SmallCap Growth I Instl	0.612%	-17.049%	493,138	-101,354	2024-09-30
Lisanti Small Cap Growth Composite	0.649%	0.000%	490,935	490,935	2023-03-31
iShares Russell 2000 Value ETF	0.592%	0.000%	476,535	0	2024-11-30
Brown Advisory US SmlrComs Dollar B Acc	0.563%	-7.649%	453,571	-37,566	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.556%	0.000%	447,749	0	2024-11-30
Allspring (Lux) WW Glb L/SEq IPUSD Acc	0.616%	0.000%	442,799	442,799	2022-09-30
TIAA-CREF Quant Small-Cap Equity Instl	0.565%	0.815%	427,030	3,450	2023-05-31
Fidelity Extended Market Index	0.512%	-2.697%	412,434	-11,433	2024-10-31
JPMorgan Small Cap Blend A	0.500%	-0.608%	399,996	-2,448	2024-05-31
Fidelity® Extended Market Index	0.509%	5.054%	387,947	18,663	2023-11-30
Brown Advisory Small-Cap Growth	0.537%	-1.080%	386,628	-4,221	2022-09-30
Schwab US Small-Cap ETF™	0.442%	0.113%	355,768	400	2024-11-30
Vanguard Russell 2000 ETF	0.422%	2.730%	339,783	9,028	2024-11-30
DFA US Targeted Value I	0.419%	0.000%	337,722	0	2024-10-31
Alger Dynamic Opportunities A	0.414%	0.000%	301,077	301,077	2023-01-31
SPDR® S&P Kensho New Economies Comps ETF	0.360%	0.000%	290,197	0	2024-11-29
Vanguard Health Care ETF	0.312%	8.026%	251,111	18,656	2024-11-30
Fidelity Tactical High Income Sr F8	0.310%	0.000%	249,405	249,405	2024-03-31
Dimensional US Targeted Value ETF	0.304%	0.000%	244,837	0	2024-11-29
State St Russell Sm Cap® Indx SL Cl I	0.298%	-20.686%	239,632	-62,500	2024-11-30