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

CUSIP: 00437E102

Q1 2023 13F Holders as of 31 Mar 2023

Security identity
Security type / class
Equity / Common Stock, $0.0001 par value per share
Shares outstanding
81,954,645
Holder snapshot
Total 13F shares
56,993,154
Share change
+5,937,676
Total reported value
$819,276,247
Put/Call ratio
870%
Reported price per share
$14.38
Number of holders
149
Value change
+$87,301,356
Number of buys
81
Number of sells
52

Security key

00437E102

Report period

Q1 2023

Institutions

149

Top holders

10

ACCD full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2023 Previous quarter: Q4 2022 Accolade, Inc. SEC filings Accolade, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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.

Lead holder
ARK Investment Management...
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F Lead comparable stake: 6.7% Showing 1-6 of 15 holder rows.
Holder Evidence Ownership % Position 12M Net Δ As of
ARK Investment Management LLC
13F
Company
13F
6.7%
$42,524,956
5,458,916 shares
 — 31 Dec 2022
BlackRock Finance, Inc.
13F
Company
13F
6.4%
$41,019,664
5,265,682 shares
 — 31 Dec 2022
JPMORGAN CHASE & CO
13F
Company
13F
6.3%
$40,487,000
5,197,147 shares
 — 31 Dec 2022
BROWN ADVISORY INC
13F
Company
13F
6.2%
$39,278,356
5,042,151 shares
 — 31 Dec 2022
VANGUARD GROUP INC
13F
Company
13F
6%
$38,298,733
4,916,397 shares
 — 31 Dec 2022
Bellevue Group AG
13F
Company
13F
4.5%
$28,645,988
3,677,277 shares
 — 31 Dec 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 Q1 2023

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

Institutions
149
Shares
56,993,154
Rows available
149
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. The marker flags a reported price that failed the local validity check.

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
146
Q1 2023 holders
149
Holder diff
3
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 value Q1 2023 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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