Security key
00437E102
ACCOLADE, INC. - Common Stock, $0.0001 par value per share (ACCD)
CUSIP: 00437E102
Q4 2021 13F Holders as of 31 Dec 2021
- Security type / class
- Equity / Common Stock, $0.0001 par value per share
- Total 13F shares
- 52,053,323
- Total 13F value
- $1,371,956,267
- Share change
- +3,034,301
- Put/Call ratio
- 67%
- SEC-reported price per share
- $26.36
- Number of holders
- 149
- Value change
- +$57,669,804
- Number of buys
- 80
- Number of sells
- 78
- Shares outstanding
- 81,954,645
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
149
Top holders
10
ACCD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Previous quarter: Q3 2021
Accolade, Inc. SEC filings
Accolade, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 00437E102
Recent filing periods:
Ownership snapshot
Top reported holders of ACCD - ACCOLADE, INC. - Common Stock, $0.0001 par value per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
ARK Investment Management...
Disclosed value leader
ARK Investment Management...
Comparable rows
15/15
Latest evidence
30 Sep 2021
13F
Lead comparable stake: 6.4%
Showing 1-6 of 15 holder rows.
Quick read
ARK Investment Management LLC leads the comparable SEC ownership view at 6.4%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens ARK Investment Management LLC's linked filing trail.
Comparable ownership
Top 5
ARK Investment Management LLC
6.4%
VANGUARD GROUP INC
6%
BlackRock Finance, Inc.
4%
Select Equity Group, L.P.
3.6%
WELLINGTON MANAGEMENT GROUP LLP
2.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| ARK Investment Management LLC |
13F
Company
|
6.4%
|
$220,612,000
5,231,496 shares
|
— | 30 Sep 2021 |
| VANGUARD GROUP INC |
13F
Company
|
6%
|
$207,345,000
4,916,899 shares
|
— | 30 Sep 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
4%
|
$138,770,000
3,290,748 shares
|
— | 30 Sep 2021 |
| Select Equity Group, L.P. |
13F
Company
|
3.6%
|
$123,974,107
2,939,865 shares
|
— | 30 Sep 2021 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
2.4%
|
$81,680,000
1,936,936 shares
|
— | 30 Sep 2021 |
| JANUS HENDERSON GROUP PLC |
13F
Company
|
2.3%
|
$78,734,000
1,867,008 shares
|
— | 30 Sep 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
149
Shares
52,053,323
Rows available
149
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
163
Q4 2021 holders
149
Holder diff
-14
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend