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Get Institutions for : 
Accolade, Inc. (ACCD)  
$7.89 1.30 (14.15%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    18
Total shares held : 
 65,824,646  
% of shares held : 
 92.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -9  
Amount of shares held : 
 2,480,546  
% of shares held change : 
   3.48%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.47  
Last Quarter's Ending Price : 
 $12.01  
Last Quarter's Average Price : 
 $8.57  
Change from last quarter's     
avg. price to the last closing  : 
0.68 (7.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 1,852,963
 2.81%
 
Increased Positions :
55
 4,251,045
 6.46%
 
Unchanged Positions :
26
 5,995,242
 9.11%
 
Decreased Positions :
46
-2,977,167
-4.52%
 
Closed Positions :
30
-646,295
-0.98%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   J P MORGAN CHASE & CO 922 - 2023-12-31 6,410,377 $76,989,000 -171,714
   BLACKROCK INC. 2257 - 2023-12-31 5,660,665 $67,985,000 272,120
   AH Capital Management L.L.C. 7 - 2023-12-31 5,398,708 $64,838,000 0
   VANGUARD GROUP INC 2083 - 2023-12-31 5,326,212 $63,968,000 42,354
   BROWN ADVISORY HOLDINGS INC 178 - 2024-03-31 5,845,934 $61,265,000 -116,637
   ARK Investment Management LLC 42 - 2024-03-31 5,613,043 $58,825,000 -1,192,165
   Bellevue Group AG 35 - 2023-12-31 4,507,404 $54,134,000 -20,519
   Rock Springs Capital Management LP 33 - 2023-12-31 3,485,000 $41,855,000 572,000
   DIMENSIONAL FUND ADVISORS INC 1918 - 2023-12-31 1,921,676 $23,083,000 50,311
   NIKKO ASSET MANAGEMENT AMERICAS, INC. 65 - 2023-12-31 1,802,494 $21,648,000 3,501
   STATE STREET CORP 2191 - 2023-12-31 1,568,442 $18,837,000 48,128
   GEODE CAPITAL MANAGEMENT LLC 1961 - 2023-12-31 1,535,926 $18,449,000 84,985
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 721 - 2024-03-31 1,697,560 $17,790,000 -104,934
   Fairman Group LLC 2 - 2023-12-31 1,177,287 $14,139,000 0
   IEQ CAPITAL LLC 67 *New 2023-12-31 1,114,691 $13,387,000 1,114,691
   BALYASNY ASSET MANAGEMENT LLC 578 - 2023-12-31 929,956 $11,169,000 400,529
   NUVEEN ASSET MANAGEMENT, LLC 1551 - 2023-12-31 876,359 $10,525,000 -1,070
   MORGAN STANLEY 3345 - 2023-12-31 797,048 $9,573,000 178,055
   NORTHERN TRUST CORP 2142 - 2023-12-31 745,490 $8,953,000 6,326
   Point72 Asset Management L.P. 626 - 2023-12-31 567,163 $6,812,000 567,163
   JANE STREET GROUP LLC 1208 - 2023-12-31 563,708 $6,770,000 316,800
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2186 - 2023-12-31 555,982 $6,677,000 34,559
   RENAISSANCE TECHNOLOGIES LLC 1259 - 2023-12-31 484,500 $5,819,000 48,500
   JFG Wealth Management LLC 8 *New 2023-12-31 471,000 $5,657,000 471,000
   BANK OF NEW YORK MELLON CORP 2375 - 2024-03-31 429,297 $4,499,000 53,637
   D E SHAW & CO INC 1217 - 2023-12-31 324,434 $3,896,000 -506,009
   BANK OF AMERICA CORP /DE/ 3025 - 2023-12-31 323,596 $3,886,000 16,636
   PRUDENTIAL FINANCIAL INC 1103 - 2023-12-31 301,653 $3,623,000 -96,710
   MILLENNIUM MANAGEMENT LLC 2147 - 2023-12-31 245,078 $2,943,000 85,347
   AMERIPRISE FINANCIAL INC 2613 - 2023-12-31 243,097 $2,920,000 68,986
   Woodline Partners LP 356 - 2023-12-31 240,829 $2,892,000 -934,963
   Cross Creek Advisors LLC 3 - 2022-12-31 357,607 $2,786,000 0
   HIGHTOWER ADVISORS, LLC 1308 - 2023-12-31 202,788 $2,435,000 -19,739
   DEUTSCHE BANK AG 1573 - 2023-12-31 186,203 $2,236,000 -12,019
   STIFEL FINANCIAL CORP 1767 - 2023-12-31 144,737 $1,738,000 14,335
   EQUITABLE TRUST CO 142 - 2024-03-31 155,020 $1,625,000 0
   Swiss National Bank 1968 - 2023-12-31 135,200 $1,624,000 -14,400
   BARCLAYS PLC 2257 - 2023-12-31 128,916 $1,548,000 91,286
   GROUP ONE TRADING, L.P. 310 - 2023-12-31 121,219 $1,456,000 68,478
   LAZARD ASSET MANAGEMENT LLC 728 - 2023-12-31 107,537 $1,291,000 -7,014
   UBS Group AG 3229 - 2023-12-31 106,188 $1,275,000 -57,463
   GOLDMAN SACHS GROUP INC/ 3400 - 2023-12-31 105,089 $1,262,000 -326,794
   INVESCO LTD 2705 - 2023-12-31 103,329 $1,241,000 -2,452
   NORDEA INVESTMENT MANAGEMENT AB 783 - 2023-12-31 100,251 $1,237,000 -6,513
   Atlantic Trust Group LLC 591 - 2023-12-31 102,598 $1,232,000 0
   RHUMBLINE ADVISERS 2158 - 2023-12-31 99,871 $1,199,000 -2,911
   BANK OF MONTREAL /CAN/ 1558 - 2023-12-31 90,009 $1,158,000 -398,387
   CREDIT SUISSE/ 2239 - 2023-12-31 86,343 $1,037,000 3,640
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1948 - 2023-12-31 86,298 $1,036,000 10,819
   CLARIVEST ASSET MANAGEMENT LLC 253 - 2023-12-31 86,177 $1,035,000 -75
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2796 - 2023-12-31 83,568 $1,004,000 29,970
   Cresset Asset Management LLC 883 - 2023-12-31 81,983 $985,000 1,064
   BRIDGEWATER ASSOCIATES INC 641 - 2023-12-31 78,463 $942,000 -10,150
   LEGAL & GENERAL GROUP PLC 2241 - 2023-12-31 76,631 $921,000 -171
   US BANCORP 1151 - 2023-12-31 76,234 $916,000 466
   ALLIANCEBERNSTEIN L.P. 2306 - 2023-12-31 75,092 $902,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1911 - 2023-12-31 72,247 $868,000 -2,880
   TITLEIST ASSET MANAGEMENT LTD. 113 *New 2022-12-31 100,000 $779,000 100,000
   CI Private Wealth LLC 1398 - 2023-12-31 63,102 $758,000 50
   TWO SIGMA ADVISERS, LLC 1799 - 2023-12-31 56,700 $681,000 -35,600
   CITADEL ADVISORS LLC 3293 - 2023-12-31 56,358 $677,000 -86,954
   Knights of Columbus Asset Advisors LLC 272 - 2023-12-31 54,124 $650,000 27,062
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 50,461 $606,000 420
   Camden Capital LLC 160 *New 2023-12-31 50,214 $603,000 50,214
   Miracle Mile Advisors LLC 330 - 2024-03-31 57,447 $602,000 20
   CLS INVESTMENT FIRM LLC 919 - 2022-12-31 76,519 $596,000 -7,032
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 825 - 2024-03-31 56,149 $588,000 39,330
   AJ WEALTH STRATEGIES LLC 171 - 2023-06-30 43,557 $587,000 0
   BLAIR WILLIAM & CO/IL 1033 - 2023-12-31 47,956 $576,000 -58,939
   TOWER RESEARCH CAPITAL LLC 1288 - 2023-12-31 46,065 $553,000 26,920
   HPM Partners LLC - 2023-12-31 44,057 $529,000 0
   XTX Topco Ltd 287 - 2023-12-31 39,925 $479,000 39,925
   Waypoint Wealth Partners Inc. 51 - 2024-03-31 43,400 $455,000 0
   AVALON ADVISORS L P 261 - 2023-03-31 30,319 $436,000 0
   MetLife Investment Advisors LLC 1803 - 2023-12-31 34,620 $416,000 0
   AMERICAN INTERNATIONAL GROUP INC 1789 - 2023-12-31 33,711 $405,000 -136
   PNC FINANCIAL SERVICES GROUP INC 1652 - 2023-12-31 33,659 $404,000 33,595
   MANUFACTURERES LIFE INSURANCE CO 2255 - 2023-12-31 33,055 $397,000 -716
   FRANKLIN RESOURCES INC 1984 - 2023-12-31 32,965 $396,000 130
   FIRST TRUST ADVISORS LP 2201 - 2023-12-31 31,896 $383,000 31,896
   NEW YORK STATE COMMON RETIREMENT FUND 2159 - 2023-12-31 30,543 $367,000 -2,535
   CAMPBELL & CO INVESTMENT ADVISER LLC 855 *New 2023-12-31 29,382 $353,000 29,382
   WOLVERINE TRADING LLC 831 *New 2023-12-31 28,828 $346,000 28,828
   WELLS FARGO & CO/MN 3591 - 2023-12-31 27,768 $333,000 1,881
   ING INVESTMENT MANAGEMENT LLC 2141 - 2023-12-31 27,562 $331,000 532
   JANUS HENDERSON GROUP PLC 2186 - 2023-12-31 27,387 $329,000 -81
   PEAK6 Investments LLC 599 - 2023-12-31 26,925 $323,000 543
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 26,660 $320,000 220
   TWO SIGMA INVESTMENTS LLC 2538 - 2023-12-31 26,337 $316,000 -24,400
   GSA CAPITAL PARTNERS LLP 1108 - 2023-12-31 25,330 $304,000 25,330
   New York Life Investments Alternatives 1 - 2022-12-31 38,883 $303,000 0
   ROYAL BANK OF CANADA 4117 - 2023-12-31 24,495 $294,000 13,223
   AQR CAPITAL MANAGEMENT LLC 2085 - 2023-12-31 23,415 $281,000 -6,192
   RAYMOND JAMES & ASSOCIATES 3375 - 2024-03-31 25,925 $272,000 202
   SIMPLEX TRADING LLC 896 - 2024-03-31 24,077 $252,000 -68,571
   Caption Management LLC 286 - 2023-12-31 20,494 $246,000 7,494
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2016 - 2023-12-31 19,354 $232,000 0
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 19,180 $230,000 -201
   PETRUS TRUST COMPANY, LTA 531 - 2023-12-31 19,098 $229,000 0
   HSBC HOLDINGS PLC 1997 - 2023-12-31 17,028 $206,000 2,307
  100 Records found
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