ACCD — ACCOLADE INC
ACCD (ACCOLADE INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 43 funds have reported positions historically, with the sum of their latest reported stakes valued at $187.56M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.04M | $42.15M | 0.00% | Reduce |
| Vanguard Group history | 4.19M | $29.22M | 0.00% | Hold |
| Geode Capital Management history | 1.81M | $12.66M | 0.00% | Add |
| Goldman Sachs Group history | 1.71M | $11.90M | 0.00% | Add |
| D. E. Shaw & Co history | 1.18M | $8.20M | 0.01% | Reduce |
| Citadel Advisors history | 814.69K | $5.69M | 0.00% | Add |
| Northern Trust Corp history | 619.04K | $4.32M | 0.00% | Reduce |
| Morgan Stanley history | 611.19K | $4.27M | 0.00% | Add |
| Millennium Management history | 604.17K | $4.22M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 600.38K | $4.19M | 0.00% | Reduce |
| Renaissance Technologies history | 418.58K | $2.92M | 0.00% | Add |
| AQR Capital Management history | 361.79K | $2.53M | 0.00% | Reduce |
| Two Sigma Investments history | 317.92K | $2.22M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 299.28K | $2.09M | 0.00% | Add |
| BNY Mellon history | 208.62K | $1.46M | 0.00% | Add |
| Bank of America Corp history | 203.20K | $1.42M | 0.00% | Reduce |
| Citigroup Inc history | 202.55K | $1.41M | 0.00% | Add |
| Invesco Ltd history | 134.60K | $939.51K | 0.00% | Add |
| Arrowstreet Capital history | 121.44K | $847.69K | 0.00% | New |
| Deutsche Bank AG history | 62.24K | $434.44K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 57.50K | $401.33K | 0.00% | Add |
| UBS Group AG history | 54.21K | $378.41K | 0.00% | Reduce |
| Wells Fargo & Co history | 42.14K | $294.15K | 0.00% | Add |
| Manulife Financial history | 26.95K | $188.10K | 0.00% | Reduce |
| Legal & General Investment Management America history | 6.93K | $48.38K | 0.00% | Reduce |
| PNC Financial Services history | 2.26K | $15.80K | 0.00% | Add |
| T. Rowe Price Associates history | 32.89K | $230 | 0.00% | Add |
Q4 2024 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.23M | $21.30M | 0.00% | Hold |
| ARK Invest history | 4.66M | $15.95M | 0.13% | Reduce |
| Vanguard Group history | 4.18M | $14.30M | 0.00% | Add |
| Millennium Management history | 3.09M | $10.57M | 0.01% | Reduce |
| D. E. Shaw & Co history | 2.28M | $7.80M | 0.01% | Add |
| Geode Capital Management history | 1.74M | $5.97M | 0.00% | Reduce |
| Point72 Asset Management history | 845.00K | $2.89M | 0.01% | Add |
| Goldman Sachs Group history | 818.93K | $2.80M | 0.00% | Add |
| Citadel Advisors history | 741.12K | $2.53M | 0.00% | Reduce |
| Northern Trust Corp history | 637.01K | $2.18M | 0.00% | Add |
| Charles Schwab Investment Management history | 611.73K | $2.09M | 0.00% | Add |
| AQR Capital Management history | 590.94K | $2.02M | 0.00% | Add |
| Two Sigma Investments history | 564.74K | $1.93M | 0.00% | Add |
| Marshall Wace history | 531.88K | $1.82M | 0.00% | Add |
| Prudential Financial history | 431.06K | $1.47M | 0.00% | Reduce |
| Morgan Stanley history | 349.64K | $1.20M | 0.00% | Reduce |
| Renaissance Technologies history | 305.84K | $1.05M | 0.00% | Reduce |
| Bank of America Corp history | 298.37K | $1.02M | 0.00% | Reduce |
| UBS Group AG history | 258.78K | $885.01K | 0.00% | Add |
| BNY Mellon history | 201.20K | $688.10K | 0.00% | Reduce |
| Moore Capital Management history | 116.20K | $397.42K | 0.01% | New |
| Balyasny Asset Management history | 89.78K | $307.04K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 83.26K | $284.74K | 0.00% | Add |
| Invesco Ltd history | 78.72K | $269.24K | 0.00% | Add |
| Citigroup Inc history | 57.18K | $195.55K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 53.49K | $182.95K | 0.00% | Add |
| Wells Fargo & Co history | 40.15K | $137.32K | 0.00% | Add |
| Manulife Financial history | 27.69K | $94.71K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.08K | $24.20K | 0.00% | Hold |
| Deutsche Bank AG history | 3.14K | $10.74K | 0.00% | Reduce |
| PNC Financial Services history | 164 | $561 | 0.00% | Reduce |
| T. Rowe Price Associates history | 27.67K | $95 | 0.00% | Add |
Q3 2024 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.24M | $24.03M | 0.00% | New |
| ARK Invest history | 5.38M | $20.72M | 0.19% | Reduce |
| Vanguard Group history | 4.16M | $16.01M | 0.00% | Add |
| Millennium Management history | 3.99M | $15.35M | 0.01% | Add |
| Geode Capital Management history | 1.78M | $6.86M | 0.00% | Add |
| D. E. Shaw & Co history | 1.28M | $4.94M | 0.01% | Add |
| Citadel Advisors history | 843.29K | $3.25M | 0.00% | Add |
| Point72 Asset Management history | 617.58K | $2.38M | 0.01% | New |
| Northern Trust Corp history | 609.88K | $2.35M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 569.20K | $2.19M | 0.00% | Add |
| Goldman Sachs Group history | 558.64K | $2.15M | 0.00% | Reduce |
| Bank of America Corp history | 514.77K | $1.98M | 0.00% | Add |
| Renaissance Technologies history | 469.60K | $1.81M | 0.00% | Reduce |
| Prudential Financial history | 456.96K | $1.76M | 0.00% | Hold |
| Morgan Stanley history | 367.14K | $1.41M | 0.00% | Add |
| AQR Capital Management history | 302.13K | $1.16M | 0.00% | Add |
| UBS Group AG history | 246.84K | $950.33K | 0.00% | Add |
| BNY Mellon history | 213.27K | $821.09K | 0.00% | Reduce |
| Two Sigma Investments history | 140.39K | $540.49K | 0.00% | New |
| Balyasny Asset Management history | 121.50K | $467.77K | 0.00% | Add |
| Invesco Ltd history | 76.92K | $296.14K | 0.00% | Reduce |
| Citigroup Inc history | 62.85K | $241.99K | 0.00% | Add |
| JPMorgan Chase & Co history | 55.02K | $211.82K | 0.00% | Reduce |
| Deutsche Bank AG history | 52.84K | $203.42K | 0.00% | Reduce |
| Franklin Resources history | 38.44K | $141.06K | 0.00% | Hold |
| PNC Financial Services history | 33.62K | $129.43K | 0.00% | Hold |
| Wells Fargo & Co history | 31.73K | $122.15K | 0.00% | Reduce |
| Manulife Financial history | 28.86K | $111.13K | 0.00% | Reduce |
| Marshall Wace history | 22.79K | $87.75K | 0.00% | Reduce |
| Legal & General Investment Management America history | 7.08K | $27.25K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 5.28K | $20.32K | 0.00% | Add |
| Lazard Asset Management history | 77.48K | $298 | 0.00% | Reduce |
| T. Rowe Price Associates history | 23.69K | $92 | 0.00% | Hold |
Q2 2024 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.64M | $20.20M | 0.18% | Add |
| Vanguard Group history | 4.12M | $14.75M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.96M | $10.59M | 0.00% | Reduce |
| Millennium Management history | 2.62M | $9.39M | 0.01% | Add |
| Geode Capital Management history | 1.70M | $6.08M | 0.00% | Add |
| Goldman Sachs Group history | 840.18K | $3.01M | 0.00% | Add |
| Northern Trust Corp history | 696.58K | $2.49M | 0.00% | Reduce |
| Citadel Advisors history | 663.92K | $2.38M | 0.00% | Add |
| Charles Schwab Investment Management history | 543.05K | $1.94M | 0.00% | Reduce |
| Renaissance Technologies history | 510.70K | $1.83M | 0.00% | Hold |
| Prudential Financial history | 455.36K | $1.63M | 0.00% | Reduce |
| D. E. Shaw & Co history | 306.19K | $1.10M | 0.00% | Add |
| Morgan Stanley history | 293.95K | $1.05M | 0.00% | Reduce |
| BNY Mellon history | 278.61K | $997.43K | 0.00% | Reduce |
| Bank of America Corp history | 252.54K | $904.10K | 0.00% | Reduce |
| UBS Group AG history | 242.11K | $866.76K | 0.00% | Add |
| Invesco Ltd history | 79.71K | $285.35K | 0.00% | Hold |
| Legal & General Investment Management America history | 79.65K | $285.16K | 0.00% | Add |
| AQR Capital Management history | 75.33K | $269.68K | 0.00% | Add |
| Bridgewater Associates history | 63.97K | $229.01K | 0.00% | Reduce |
| Deutsche Bank AG history | 59.09K | $211.54K | 0.00% | Reduce |
| Balyasny Asset Management history | 45.45K | $162.72K | 0.00% | Add |
| Franklin Resources history | 38.43K | $137.58K | 0.00% | Add |
| Wells Fargo & Co history | 38.03K | $136.14K | 0.00% | Add |
| PNC Financial Services history | 33.66K | $120.50K | 0.00% | Hold |
| Manulife Financial history | 29.16K | $104.39K | 0.00% | Add |
| Janus Henderson Group history | 27.03K | $97.18K | 0.00% | Reduce |
| Principal Global Investors history | 25.96K | $92.93K | 0.00% | Add |
| Marshall Wace history | 23.79K | $85.18K | 0.00% | Reduce |
| Citigroup Inc history | 21.15K | $75.72K | 0.00% | Add |
| CPP Investments history | 5.50K | $19.69K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 2.28K | $8.15K | 0.00% | Reduce |
| Lazard Asset Management history | 88.45K | $316 | 0.00% | Reduce |
| T. Rowe Price Associates history | 23.69K | $85 | 0.00% | Add |
Q1 2024 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 5.61M | $58.82M | 0.42% | Reduce |
| Vanguard Group history | 5.40M | $56.63M | 0.00% | Add |
| JPMorgan Chase & Co history | 5.33M | $55.87M | 0.01% | Reduce |
| Geode Capital Management history | 1.60M | $16.77M | 0.00% | Add |
| Morgan Stanley history | 871.38K | $9.13M | 0.00% | Add |
| Millennium Management history | 761.02K | $7.98M | 0.00% | Add |
| Northern Trust Corp history | 712.67K | $7.47M | 0.00% | Reduce |
| Prudential Financial history | 591.75K | $6.20M | 0.01% | Add |
| Charles Schwab Investment Management history | 567.38K | $5.95M | 0.00% | Add |
| Goldman Sachs Group history | 456.09K | $4.78M | 0.00% | Add |
| BNY Mellon history | 429.30K | $4.50M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 424.61K | $4.45M | 0.00% | Add |
| Bank of America Corp history | 375.65K | $3.94M | 0.00% | Add |
| Deutsche Bank AG history | 247.80K | $2.60M | 0.00% | Add |
| Citadel Advisors history | 241.76K | $2.53M | 0.00% | Reduce |
| UBS Group AG history | 218.14K | $2.29M | 0.00% | Add |
| D. E. Shaw & Co history | 105.58K | $1.11M | 0.00% | Reduce |
| Invesco Ltd history | 79.49K | $833.04K | 0.00% | Reduce |
| Marshall Wace history | 77.48K | $812.03K | 0.00% | New |
| Legal & General Investment Management America history | 75.22K | $788.29K | 0.00% | Reduce |
| Bridgewater Associates history | 68.83K | $721.34K | 0.00% | Reduce |
| AQR Capital Management history | 56.45K | $591.54K | 0.00% | Add |
| Two Sigma Investments history | 42.28K | $443.08K | 0.00% | Add |
| Wells Fargo & Co history | 36.90K | $386.69K | 0.00% | Add |
| PNC Financial Services history | 33.66K | $352.75K | 0.00% | Hold |
| Franklin Resources history | 32.97K | $345.47K | 0.00% | Hold |
| Janus Henderson Group history | 27.39K | $286.68K | 0.00% | Hold |
| Manulife Financial history | 25.74K | $269.80K | 0.00% | Reduce |
| Principal Global Investors history | 24.75K | $259.36K | 0.00% | New |
| Balyasny Asset Management history | 24.02K | $251.78K | 0.00% | Reduce |
| Citigroup Inc history | 11.85K | $124.15K | 0.00% | Add |
| Renaissance Technologies history | 509.90K | $5.34K | 0.01% | Add |
| Lazard Asset Management history | 98.68K | $1.03K | 0.00% | Reduce |
| T. Rowe Price Associates history | 19.54K | $205 | 0.00% | Add |
Q4 2023 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| ARK Invest history | 6.81M | $81.73M | 0.50% | Add |
| JPMorgan Chase & Co history | 6.41M | $76.99M | 0.02% | Reduce |
| Vanguard Group history | 5.33M | $63.97M | 0.00% | Add |
| Geode Capital Management history | 1.54M | $18.45M | 0.00% | Add |
| Balyasny Asset Management history | 929.96K | $11.17M | 0.02% | Add |
| Morgan Stanley history | 797.05K | $9.57M | 0.00% | Add |
| Northern Trust Corp history | 745.49K | $8.95M | 0.00% | Add |
| Point72 Asset Management history | 567.16K | $6.81M | 0.02% | New |
| Charles Schwab Investment Management history | 555.98K | $6.68M | 0.00% | Add |
| BNY Mellon history | 375.66K | $4.51M | 0.00% | Add |
| D. E. Shaw & Co history | 324.43K | $3.90M | 0.00% | Reduce |
| Bank of America Corp history | 323.60K | $3.89M | 0.00% | Add |
| Prudential Financial history | 301.65K | $3.62M | 0.01% | Reduce |
| Citadel Advisors history | 249.66K | $3.00M | 0.00% | Add |
| Millennium Management history | 245.08K | $2.94M | 0.00% | Add |
| UBS Group AG history | 211.19K | $2.54M | 0.00% | Reduce |
| Goldman Sachs Group history | 200.99K | $2.41M | 0.00% | Reduce |
| Deutsche Bank AG history | 186.20K | $2.24M | 0.00% | Reduce |
| Invesco Ltd history | 103.33K | $1.24M | 0.00% | Reduce |
| Bridgewater Associates history | 78.46K | $942.34K | 0.01% | Reduce |
| Legal & General Investment Management America history | 76.63K | $920.63K | 0.00% | Hold |
| PNC Financial Services history | 33.66K | $404.25K | 0.00% | Add |
| Manulife Financial history | 33.05K | $396.99K | 0.00% | Reduce |
| Franklin Resources history | 32.97K | $395.91K | 0.00% | Hold |
| Wells Fargo & Co history | 27.77K | $333.50K | 0.00% | Add |
| Janus Henderson Group history | 27.39K | $329.05K | 0.00% | Hold |
| Two Sigma Investments history | 26.34K | $316.31K | 0.00% | Reduce |
| AQR Capital Management history | 23.41K | $281.21K | 0.00% | Reduce |
| Citigroup Inc history | 9.91K | $119.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.17K | $26.10K | 0.00% | Reduce |
| Renaissance Technologies history | 484.50K | $5.82K | 0.01% | Add |
| Lazard Asset Management history | 107.54K | $1.29K | 0.00% | Reduce |
| T. Rowe Price Associates history | 16.95K | $204 | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 6.04M | 6.23M | 6.24M | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Vanguard Group | 4.19M | 4.18M | 4.16M | 4.12M | 5.40M | 5.33M | 5.28M | 5.13M | 5.00M | 4.92M | 4.42M | 4.09M | 5.01M | 5.04M | 4.92M | 3.92M | 3.71M |
| Geode Capital Management | 1.81M | 1.74M | 1.78M | 1.70M | 1.60M | 1.54M | 1.45M | 1.33M | 1.31M | 1.24M | 1.17M | 1.06M | 945.43K | 952.92K | 908.22K | — | — |
| Goldman Sachs Group | 1.71M | 818.93K | 558.64K | 840.18K | 456.09K | 200.99K | 741.88K | 655.67K | 533.23K | 683.05K | 399.62K | 521.66K | 61.87K | 353.90K | 451.21K | — | — |
| D. E. Shaw & Co | 1.18M | 2.28M | 1.28M | 306.19K | 105.58K | 324.43K | 830.44K | 1.10M | 1.30M | 1.27M | 961.53K | 1.06M | 65.40K | 102.45K | 46.20K | — | — |
| Citadel Advisors | 814.69K | 741.12K | 843.29K | 663.92K | 241.76K | 249.66K | 223.91K | 658.11K | 679.13K | 1.09M | 683.71K | 98.72K | 376.95K | 541.36K | 193.63K | — | — |
| Northern Trust Corp | 619.04K | 637.01K | 609.88K | 696.58K | 712.67K | 745.49K | 739.16K | 714.17K | 682.42K | 680.99K | 680.34K | 546.33K | 485.63K | 499.99K | 498.62K | — | — |
| Morgan Stanley | 611.19K | 349.64K | 367.14K | 293.95K | 871.38K | 797.05K | 618.99K | 603.29K | 663.87K | 531.78K | 680.83K | 677.33K | 566.16K | 507.86K | 522.31K | — | — |
| Millennium Management | 604.17K | 3.09M | 3.99M | 2.62M | 761.02K | 245.08K | 159.73K | 25.13K | 170.82K | 1.10M | 1.70M | 2.13M | 1.29M | 581.67K | 176.45K | — | — |
| Charles Schwab Investment Management | 600.38K | 611.73K | 569.20K | 543.05K | 567.38K | 555.98K | 521.42K | 480.38K | 476.43K | 476.54K | 452.22K | 411.85K | 406.77K | 396.14K | 384.21K | — | — |
| Renaissance Technologies | 418.58K | 305.84K | 469.60K | 510.70K | 509.90K | 484.50K | 436.00K | 525.60K | 692.20K | 500.30K | 590.20K | 464.70K | 450.50K | 505.90K | 65.70K | — | — |
| AQR Capital Management | 361.79K | 590.94K | 302.13K | 75.33K | 56.45K | 23.41K | 29.61K | 19.17K | — | — | 13.11K | 22.85K | — | — | — | — | — |
| Two Sigma Investments | 317.92K | 564.74K | 140.39K | — | 42.28K | 26.34K | 50.74K | 107.11K | 76.64K | 59.63K | 75.11K | 92.35K | 53.76K | 446.73K | 317.66K | — | — |
| JPMorgan Chase & Co | 299.28K | 83.26K | 55.02K | 2.96M | 5.33M | 6.41M | 6.58M | 6.60M | 5.84M | 5.20M | 5.95M | 6.02M | 3.59M | 2.91M | 1.30M | — | — |
| BNY Mellon | 208.62K | 201.20K | 213.27K | 278.61K | 429.30K | 375.66K | 230.09K | 224.02K | 243.34K | 239.55K | 224.80K | 183.85K | 211.42K | 216.30K | 212.21K | — | — |
| Bank of America Corp | 203.20K | 298.37K | 514.77K | 252.54K | 375.65K | 323.60K | 306.96K | 865.75K | 870.09K | 793.90K | 386.36K | 330.66K | 420.19K | 610.77K | 439.36K | — | — |
| Citigroup Inc | 202.55K | 57.18K | 62.85K | 21.15K | 11.85K | 9.91K | 375 | 21.50K | 1.72K | 2.07K | 2.60K | 5.74K | 3.26K | 13.80K | 8.99K | — | — |
| Invesco Ltd | 134.60K | 78.72K | 76.92K | 79.71K | 79.49K | 103.33K | 105.78K | 196.07K | 99.75K | 45.80K | 333.78K | 43.09K | 39.04K | 20.33K | 21.31K | — | — |
| Arrowstreet Capital | 121.44K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 62.24K | 3.14K | 52.84K | 59.09K | 247.80K | 186.20K | 198.22K | 288.86K | 314.70K | 222.70K | 274.29K | 167.84K | 331.37K | 415.27K | 488.65K | — | — |