Vault-13

ACCOLADE INC ACCD

COM · Common Stock · CUSIP 00437E102 · ISIN US00437E1029

0 institutional holders -1 vs Q2 2025
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $197.7k (-22.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 149Q4 22: 150Q1 23: 151Q2 23: 157Q3 23: 151Q4 23: 142Q1 24: 151Q2 24: 152Q3 24: 151Q4 24: 156Q1 25: 158Q2 25: 1Q3 25: 00Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022149
Q4 2022150
Q1 2023151
Q2 2023157
Q3 2023151
Q4 2023142
Q1 2024151
Q2 2024152
Q3 2024151
Q4 2024156
Q1 2025158
Q2 20251
Q3 20250

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 70 bought or addedQ4 23: 77 cut or sold outQ1 24: 79 bought or addedQ1 24: 63 cut or sold outQ1 24Q2 24: 85 bought or addedQ2 24: 63 cut or sold outQ3 24: 81 bought or addedQ3 24: 81 cut or sold outQ3 24Q4 24: 81 bought or addedQ4 24: 69 cut or sold outQ1 25: 92 bought or addedQ1 25: 92 cut or sold outQ1 25Q2 25: 1 bought or addedQ2 25: 154 cut or sold outQ3 25: 0 bought or addedQ3 25: 1 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237077
Q1 20247963
Q2 20248563
Q3 20248181
Q4 20248169
Q1 20259292
Q2 20251154
Q3 202501

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2.5m$5m$7.5m$10mQ4 24 calls: $124.1kQ4 24 puts: $4.8mQ4 24P/C 38.65Q1 25 calls: $1.2mQ1 25 puts: $9.8mQ1 25P/C 7.84Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$124.1k$4.8m38.65
Q1 2025$1.2m$9.8m7.84
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

None

Biggest sellers

OSAIC HOLDINGS, INC. Sold out -22,388-22.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
GLAZER CAPITAL, LLC 13G · passive investor +1.9 pts · filed 2025-05-15 7.5% +1.9 pts 6.1m 2025-05-15
ALLIANCEBERNSTEIN L.P. 13G · institution new · filed 2025-05-14 6.3% new 5.2m 2025-05-14

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change