ACCOLADE INC ACCD
COM · Common Stock · CUSIP 00437E102 · ISIN US00437E1029
149
institutional holders
57.0m
shares reported held*
$650.9mreported value*
* 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 ($662.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.42. Options: 9 managers hold calls ($3.4m notional), 14 hold puts ($7.6m).
Biggest calls
| JANE STREET GROUP, LLC | — | $1.6m140.6k shares |
| SIMPLEX TRADING, LLC | — | $525.0k46.0k shares |
| CITADEL ADVISORS LLC | — | $424.0k37.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $377.0k33.0k shares |
| WOLVERINE TRADING, LLC | — | $179.0k14.3k shares |
| Walleye Trading LLC | — | $172.0k15.1k shares |
| GROUP ONE TRADING LLC | — | $101.0k8.8k shares |
| Cutler Group LLC / CA | — | $14.0k19.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| JANE STREET GROUP, LLC | — | $2.7m235.4k shares |
| SIMPLEX TRADING, LLC | — | $1.5m129.4k shares |
| CITADEL ADVISORS LLC | — | $1.2m104.0k shares |
| Jefferies Group LLC | — | $542.5k47.5k shares |
| UBS Group AG | — | $542.0k47.5k shares |
| WOLVERINE TRADING, LLC | — | $269.0k21.5k shares |
| WOLVERINE ASSET MANAGEMENT LLC | — | $267.0k23.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $232.0k20.3k shares |
| Walleye Trading LLC | — | $192.0k16.8k shares |
| WELLS FARGO & COMPANY/MN | — | $143.0k12.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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.
| Holder | Stake |
|---|---|
| GLAZER CAPITAL, LLC 13G · passive investor +1.9 pts · filed 2025-05-15 | 7.5% |
| ALLIANCEBERNSTEIN L.P. 13G · institution new · filed 2025-05-14 | 6.3% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.9m $67.9m | — |
| BROWN ADVISORY INC 0.13% of their portfolio | 5.9m $67.9m | — |
| ARK Investment Management LLC 0.47% of their portfolio | 5.9m $67.6m | — |
| BlackRock Inc. 0.00% of their portfolio | 4.8m $55.3m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 4.4m $50.4m | — |
| AH Equity Partners IV (Parallel), L.L.C. 88.81% of their portfolio | 3.8m $43.2m | — |
| Bellevue Group AG 0.59% of their portfolio | 3.6m $40.8m | — |
| Rock Springs Capital Management LP 0.67% of their portfolio | 2.3m $26.0m | — |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.7m $19.4m | — |
| AH Equity Partners IV, L.L.C. 75.40% of their portfolio | 1.6m $18.5m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $16.9m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $13.4m | — |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 961.5k $11.0m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 844.5k $9.6m | — |
| Amova Asset Management Americas, Inc. 0.12% of their portfolio | 844.5k $9.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 680.8k $7.8m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 680.3k $7.8m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 590.2k $6.7m | — |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 557.9k $6.4m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 542.6k $6.2m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 452.2k $5.2m | — |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 438.9k $5.0m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 399.6k $4.6m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 382.3k $4.4m | — |
| Cross Creek Advisors, LLC 16.32% of their portfolio | 357.6k $4.1m | — |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 353.9k $4.0m | — |
| Invesco Ltd. 0.00% of their portfolio | 333.8k $3.8m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 313.3k $3.6m | — |
| Woodline Partners LP 0.05% of their portfolio | 298.8k $3.4m | — |
| Avidian Wealth Enterprises, LLC 0.25% of their portfolio | 298.1k $3.4m | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 274.3k $3.1m | — |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 257.1k $2.9m | — |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 249.0k $2.8m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 225.6k $2.6m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 224.8k $2.6m | — |
| NORGES BANK 0.00% of their portfolio | 184.5k $2.1m | — |
| EQUITABLE TRUST CO 0.15% of their portfolio | 155.0k $1.8m | — |
| Swiss National Bank 0.00% of their portfolio | 135.6k $1.5m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 120.2k $1.4m | — |
| GSA CAPITAL PARTNERS LLP 0.18% of their portfolio | 119.9k $1.4m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 119.0k $1.4m | — |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 108.2k $1.2m | — |
| Bridgewater Associates, LP 0.01% of their portfolio | 99.8k $1.1m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 94.8k $1.1m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 92.0k $1.1m | — |
| UBS Group AG 0.00% of their portfolio | 89.4k $1.0m | — |
| Man Group plc 0.00% of their portfolio | 86.4k $987.0k | — |
| Orion Porfolio Solutions, LLC 0.02% of their portfolio | 83.6k $954.0k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 77.0k $879.0k | — |
| ALGERT GLOBAL LLC 0.05% of their portfolio | 75.2k $859.0k | — |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 75.1k $858.0k | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 75.1k $858.0k | — |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 75.0k $857.0k | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 74.9k $856.0k | — |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio | 74.4k $850.0k | — |
| ADVISORY RESEARCH INC 0.08% of their portfolio | 72.3k $826.0k | — |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 69.3k $792.0k | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 64.1k $732.2k | — |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 62.7k $715.0k | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 59.6k $680.7k | — |
| Composition Wealth, LLC 0.03% of their portfolio | 59.5k $680.0k | — |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 58.0k $662.0k | — |
| Trexquant Investment LP 0.02% of their portfolio | 57.0k $651.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 50.3k $574.0k | — |
| Advisors Capital Management, LLC 0.01% of their portfolio | 48.6k $465.0k | — |
| Premier Fund Managers Ltd 0.05% of their portfolio | 48.4k $606.0k | — |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 47.4k $538.0k | — |
| MARSHALL WACE, LLP 0.00% of their portfolio | 47.2k $539.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 45.8k $523.0k | — |
| AJ WEALTH STRATEGIES, LLC 0.03% of their portfolio | 43.6k $497.0k | — |
| Waypoint Wealth Partners Inc. 0.21% of their portfolio | 43.4k $496.0k | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 39.0k $445.0k | — |
| APOGEM CAPITAL LLC 0.44% of their portfolio | 38.9k $444.0k | — |
| Jefferies Group LLC 0.01% of their portfolio | 37.9k $432.4k | — |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 37.8k $432.0k | — |
| MetLife Investment Management, LLC 0.00% of their portfolio | 34.6k $395.4k | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 31.8k $404.0k | — |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 30.9k $353.0k | — |
| Squarepoint Ops LLC 0.00% of their portfolio | 29.1k $332.0k | — |
| Knights of Columbus Asset Advisors LLC 0.03% of their portfolio | 27.1k $309.0k | — |
| First Bank & Trust 0.11% of their portfolio | 26.5k $302.0k | — |
| JOURNEY STRATEGIC WEALTH LLC 0.04% of their portfolio | 25.9k $296.0k | — |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 25.3k $289.0k | — |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 24.8k $283.2k | — |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 24.2k $276.4k | — |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 24.1k $275.0k | — |
| Legal & General Group Plc 0.00% of their portfolio | 23.8k $272.0k | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 23.7k $271.1k | — |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 22.4k $256.0k | — |
| DARK FOREST CAPITAL MANAGEMENT LP 0.04% of their portfolio | 21.9k $250.0k | — |
| Mariner, LLC 0.00% of their portfolio | 21.8k $249.0k | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 19.4k $221.0k | — |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 19.2k $219.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 17.6k $201.0k | — |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 15.5k $178.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 15.3k $174.0k | — |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 14.4k $165.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.3k $164.0k | — |
| Pinnacle Wealth Planning Services, Inc. 0.03% of their portfolio | 13.4k $152.0k | — |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 13.1k $150.0k | — |