ACCOLADE, INC. - Common Stock, $0.0001 par value per share (ACCD)

CUSIP: 00437E102

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / Common Stock, $0.0001 par value per share
Shares outstanding
81,954,645
Total 13F shares
51,473,866
Share change
-302,263
Total reported value
$400,990,169
Put/Call ratio
775%
Price per share
$7.79
Number of holders
146
Value change
-$7,053,115
Number of buys
78
Number of sells
58

Security key

00437E102

Report period

Q4 2022

Institutions

146

Top holders

10

Ownership snapshot

Top shareholders 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.

Lead holder
JPMORGAN CHASE & CO
13D/G signal
Evidence rows
50
Latest as of
30 Sep 2022
13F Lead comparable stake: 7.3% Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
JPMORGAN CHASE & CO
13F
Company
13F
7.3%
$67,938,000
5,949,012 shares
30 Sep 2022
BROWN ADVISORY INC
13F
Company
13F
7.3%
$67,860,000
5,942,189 shares
30 Sep 2022
ARK Investment Management LLC
13F
Company
13F
7.2%
$67,588,000
5,918,365 shares
30 Sep 2022
BlackRock Finance, Inc.
13F
Company
13F
5.9%
$55,297,000
4,841,884 shares
30 Sep 2022
VANGUARD GROUP INC
13F
Company
13F
5.4%
$50,427,000
4,415,679 shares
30 Sep 2022
AH Equity Partners IV (Parallel), L.L.C.
13F
Company
13F
4.6%
$43,163,000
3,779,620 shares
30 Sep 2022
Bellevue Group AG
13F
Company
13F
4.4%
$40,790,000
3,571,870 shares
30 Sep 2022
Rock Springs Capital Management LP
13F
Company
13F
2.8%
$25,969,000
2,274,000 shares
30 Sep 2022
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
2.1%
$19,445,000
1,702,749 shares
30 Sep 2022
AH Equity Partners IV, L.L.C.
13F
Company
13F
2%
$18,490,000
1,619,088 shares
30 Sep 2022
STATE STREET CORP
13F
Company
13F
1.8%
$16,873,000
1,477,452 shares
30 Sep 2022
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
1.4%
$13,404,000
1,173,751 shares
30 Sep 2022
D. E. Shaw & Co., Inc.
13F
Company
13F
1.2%
$10,981,000
961,532 shares
30 Sep 2022
Amova Asset Management Americas, Inc.
13F
Company
13F
1%
$9,754,000
844,513 shares
30 Sep 2022
Sumitomo Mitsui Trust Group, Inc.
13F
Company
13F
1%
$9,644,000
844,513 shares
30 Sep 2022
MORGAN STANLEY
13F
Company
13F
0.83%
$7,774,000
680,803 shares
30 Sep 2022
NORTHERN TRUST CORP
13F
Company
13F
0.83%
$7,770,000
680,341 shares
30 Sep 2022
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
0.72%
$6,740,000
590,200 shares
30 Sep 2022
Point72 Asset Management, L.P.
13F
Company
13F
0.68%
$6,372,000
557,943 shares
30 Sep 2022
CITADEL ADVISORS LLC
13F
Company
13F
0.66%
$6,197,000
542,609 shares
30 Sep 2022
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
0.55%
$5,165,000
452,221 shares
30 Sep 2022
FRED ALGER MANAGEMENT, LLC
13F
Company
13F
0.54%
$5,012,000
438,894 shares
30 Sep 2022
GOLDMAN SACHS GROUP INC
13F
Company
13F
0.49%
$4,563,000
399,618 shares
30 Sep 2022
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.47%
$4,365,000
382,258 shares
30 Sep 2022
Cross Creek Advisors, LLC
13F
Company
13F
0.44%
$4,084,000
357,607 shares
30 Sep 2022
LAZARD ASSET MANAGEMENT LLC
13F
Company
13F
0.43%
$4,040,000
353,852 shares
30 Sep 2022
Invesco Ltd.
13F
Company
13F
0.41%
$3,813,000
333,780 shares
30 Sep 2022
Nuveen Asset Management, LLC
13F
Company
13F
0.38%
$3,577,000
313,251 shares
30 Sep 2022
Woodline Partners LP
13F
Company
13F
0.36%
$3,412,000
298,766 shares
30 Sep 2022
Avidian Wealth Enterprises, LLC
13F
Company
13F
0.36%
$3,404,000
298,115 shares
30 Sep 2022
DEUTSCHE BANK AG\
13F
Company
13F
0.33%
$3,132,000
274,288 shares
30 Sep 2022
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
13F
0.31%
$2,936,000
257,076 shares
30 Sep 2022
TWO SIGMA ADVISERS, LP
13F
Company
13F
0.3%
$2,844,000
249,000 shares
30 Sep 2022
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
0.28%
$2,576,000
225,580 shares
30 Sep 2022
Bank of New York Mellon Corp
13F
Company
13F
0.27%
$2,568,000
224,801 shares
30 Sep 2022
NORGES BANK
13F
Company
13F
0.23%
$2,107,001
184,501 shares
30 Sep 2022
EQUITABLE TRUST CO
13F
Company
13F
0.19%
$1,770,000
155,020 shares
30 Sep 2022
Swiss National Bank
13F
Company
13F
0.17%
$1,549,000
135,600 shares
30 Sep 2022
JANE STREET GROUP, LLC
13F
Company
13F
0.15%
$1,372,000
120,192 shares
30 Sep 2022
GSA CAPITAL PARTNERS LLP
13F
Company
13F
0.15%
$1,370,000
119,945 shares
30 Sep 2022
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.15%
$1,359,000
119,035 shares
30 Sep 2022
BLAIR WILLIAM & CO/IL
13F
Company
13F
0.13%
$1,235,000
108,156 shares
30 Sep 2022
Bridgewater Associates, LP
13F
Company
13F
0.12%
$1,139,000
99,778 shares
30 Sep 2022
RHUMBLINE ADVISERS
13F
Company
13F
0.12%
$1,082,000
94,774 shares
30 Sep 2022
STIFEL FINANCIAL CORP
13F
Company
13F
0.11%
$1,050,000
91,961 shares
30 Sep 2022
UBS Group AG
13F
Company
13F
0.11%
$1,021,000
89,404 shares
30 Sep 2022
Man Group plc
13F
Company
13F
0.11%
$987,000
86,406 shares
30 Sep 2022
Orion Porfolio Solutions, LLC
13F
Company
13F
0.1%
$954,000
83,551 shares
30 Sep 2022
US BANCORP \DE\
13F
Company
13F
0.09%
$879,000
77,011 shares
30 Sep 2022
ALGERT GLOBAL LLC
13F
Company
13F
0.09%
$859,000
75,212 shares
30 Sep 2022
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 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
146
Shares
51,473,866
Rows loaded
147
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
143
Q4 2022 holders
146
Holder diff
3
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 value Q4 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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