Security key
00437E102
ACCOLADE, INC. - Common Stock, $0.0001 par value per share (ACCD)
CUSIP: 00437E102
Q3 2023 13F Holders as of 30 Sep 2023
- Security type / class
- Equity / Common Stock, $0.0001 par value per share
- Total 13F shares
- 58,012,068
- Total 13F value
- $614,701,704
- Share change
- +2,012,565
- Put/Call ratio
- 441%
- SEC-reported price per share
- $10.58
- Number of holders
- 148
- Value change
- +$17,069,775
- Number of buys
- 79
- Number of sells
- 59
- 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
Q3 2023
Institutions
148
Top holders
10
ACCD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2023
Previous quarter: Q2 2023
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
JPMORGAN CHASE & CO
Disclosed value leader
JPMORGAN CHASE & CO
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 8.1%
Showing 1-6 of 15 holder rows.
Quick read
JPMORGAN CHASE & CO leads the comparable SEC ownership view at 8.1%.
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 JPMORGAN CHASE & CO's linked filing trail.
Comparable ownership
Top 5
JPMORGAN CHASE & CO
8.1%
BROWN ADVISORY INC
7.4%
ARK Investment Management LLC
6.9%
BlackRock Finance, Inc.
6.5%
VANGUARD GROUP INC
6.3%
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO |
13F
Company
|
8.1%
|
$88,880,986
6,598,440 shares
|
— | 30 Jun 2023 |
| BROWN ADVISORY INC |
13F
Company
|
7.4%
|
$82,117,899
6,096,355 shares
|
— | 30 Jun 2023 |
| ARK Investment Management LLC |
13F
Company
|
6.9%
|
$76,562,208
5,683,906 shares
|
— | 30 Jun 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
6.5%
|
$71,266,294
5,290,742 shares
|
— | 30 Jun 2023 |
| VANGUARD GROUP INC |
13F
Company
|
6.3%
|
$69,052,526
5,126,394 shares
|
— | 30 Jun 2023 |
| Bellevue Group AG |
13F
Company
|
5.5%
|
$60,898,664
4,521,059 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
148
Shares
58,012,068
Rows available
148
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
153
Q3 2023 holders
148
Holder diff
-5
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend