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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 04/24/2024 | BROWN ADVISORY INC | 5.85 M | $61.27 M | -1.96% | 7.68% |
| 05/10/2024 | BLACKROCK INC. | 5.66 M | $59.33 M | 0.00% | 7.43% |
| 04/18/2024 | ARK INVESTMENT MANAGEMENT LLC | 5.61 M | $58.82 M | -17.52% | 7.37% |
| 05/10/2024 | VANGUARD GROUP INC | 5.40 M | $56.63 M | 1.45% | 7.10% |
| 05/15/2024 | AH CAPITAL MANAGEMENT, L.L.C. | 5.40 M | $56.58 M | 0.00% | 7.09% |
| 05/10/2024 | JPMORGAN CHASE & CO | 5.33 M | $55.87 M | -16.83% | 7.00% |
| 05/15/2024 | BELLEVUE GROUP AG | 4.80 M | $50.35 M | 6.59% | 6.31% |
| 05/15/2024 | ROCK SPRINGS CAPITAL MANAGEMENT LP | 3.54 M | $37.10 M | 1.58% | 4.65% |
| 05/15/2024 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2.38 M | $24.96 M | 100.00% | 3.13% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 2.02 M | $21.12 M | 4.89% | 2.65% |
| 04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.70 M | $17.79 M | -5.82% | 2.23% |
| 05/02/2024 | NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.70 M | $17.76 M | -5.82% | 2.23% |
| 05/15/2024 | STATE STREET CORP | 1.67 M | $17.49 M | 6.42% | 2.19% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.60 M | $16.77 M | 4.19% | 2.10% |
| 04/30/2024 | FAIRMAN GROUP, LLC | 1.14 M | $11.92 M | -3.40% | 1.49% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.06 M | $11.10 M | 20.86% | 1.39% |
| 05/15/2024 | GILDER GAGNON HOWE & CO LLC | 920,708 | $9.65 M | 100.00% | 1.21% |
| 05/15/2024 | MORGAN STANLEY | 871,385 | $9.13 M | 9.33% | 1.14% |
| 05/10/2024 | JFG WEALTH MANAGEMENT, LLC | 854,162 | $8.95 M | 81.35% | 1.12% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 761,023 | $7.98 M | 210.52% | 1.00% |
| 05/14/2024 | NORTHERN TRUST CORP | 712,675 | $7.47 M | -4.40% | 0.94% |
| 05/14/2024 | PRUDENTIAL FINANCIAL INC | 591,753 | $6.20 M | 96.17% | 0.78% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 567,378 | $5.95 M | 2.05% | 0.75% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 509,900 | $5.34 M | 5.24% | 0.67% |
| 05/16/2024 | JANE STREET GROUP, LLC | 504,128 | $5.28 M | -10.57% | 0.66% |
| 05/14/2024 | NEXT CENTURY GROWTH INVESTORS LLC | 460,283 | $4.82 M | 100.00% | 0.60% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 429,297 | $4.50 M | 14.28% | 0.56% |
| 05/13/2024 | FMR LLC | 424,614 | $4.45 M | 19,440.45% | 0.56% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 392,687 | $4.12 M | 273.67% | 0.52% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 375,651 | $3.94 M | 16.09% | 0.49% |
| 05/09/2024 | IEQ CAPITAL, LLC | 259,748 | $2.72 M | -76.70% | 0.34% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 218,809 | $2.29 M | -9.99% | 0.29% |
| 05/14/2024 | TREXQUANT INVESTMENT LP | 187,817 | $1.97 M | 100.00% | 0.25% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 177,802 | $1.86 M | -4.51% | 0.23% |
| 05/14/2024 | STIFEL FINANCIAL CORP | 177,612 | $1.86 M | 22.71% | 0.23% |
| 05/15/2024 | CITADEL ADVISORS LLC | 159,100 | $1.67 M | 1.14% | 0.21% |
| 04/24/2024 | EQUITABLE TRUST CO | 155,020 | $1.62 M | 0.00% | 0.20% |
| 05/15/2024 | ALGERT GLOBAL LLC | 139,678 | $1.46 M | 716.83% | 0.18% |
| 05/07/2024 | SWISS NATIONAL BANK | 137,500 | $1.44 M | 1.70% | 0.18% |
| 05/13/2024 | UBS GROUP AG | 113,143 | $1.19 M | 6.55% | 0.15% |
| 05/09/2024 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 113,082 | $1.19 M | 559.37% | 0.15% |
| 05/01/2024 | MCKINLEY CAPITAL MANAGEMENT LLC | 110,250 | $1.16 M | 100.00% | 0.14% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 109,396 | $1.15 M | 242.98% | 0.14% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 105,583 | $1.11 M | -67.46% | 0.14% |
| 05/13/2024 | UBS GROUP AG | 105,000 | $1.10 M | 0.00% | 0.14% |
| 05/10/2024 | CIBC PRIVATE WEALTH GROUP, LLC | 102,598 | $1.04 M | 0.00% | 0.13% |
| 05/09/2024 | RHUMBLINE ADVISERS | 101,494 | $1.06 M | 1.63% | 0.13% |
| 05/02/2024 | NORDEA INVESTMENT MANAGEMENT AB | 100,251 | $1.05 M | 0.00% | 0.13% |
| 05/14/2024 | LAZARD ASSET MANAGEMENT LLC | 98,677 | $1.03 M | -8.24% | 0.13% |
| 05/10/2024 | CREDIT SUISSE AG/ | 93,366 | $978,476 | 8.13% | 0.12% |
A. During the previous two years, 199 institutional investors and hedge funds held shares of Accolade, Inc.. The most heavily invested institutionals were:
BROWN ADVISORY INC: 5.85 M
BlackRock Inc.: 5.66 M
ARK Investment Management LLC: 5.61 M
VANGUARD GROUP INC: 5.4 M
AH Capital Management, L.L.C.: 5.4 M
JPMORGAN CHASE & CO: 5.33 M
A. 89.63% of Accolade, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 91.17 M shares in the last 24 months. This purchase volume represents approximately $325.46 M in transactions.
