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Accolade, Inc.

ACCDDelisted Apr 8, 2025
Industry
Services-Business Services, NEC
SEC CIK
0001481646

Accolade, Inc. was delisted on Apr 8, 2025; its insiders filed their last Form 4 on Apr 8, 2025; 157 institutions reported holding it in 13F filings for Q1 2025, worth $469.4M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Accolade, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
162
+15 vs. Q1 2021
Shares held
45.0M
+2.51M (+5.9%) vs. Q1 2021
Total value
$2.44B
+$511.0M (+26.5%) vs. Q1 2021
New holders
36
74 more added
Sold out
21
35 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ACCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 162 institutions
Q1 2021: 147 institutionsQ2 2021: 162 institutionsQ3 2021: 167 institutionsQ4 2021: 159 institutionsQ1 2022: 154 institutionsQ2 2022: 159 institutionsQ3 2022: 150 institutionsQ4 2022: 150 institutionsQ1 2023: 151 institutionsQ2 2023: 156 institutionsQ3 2023: 150 institutionsQ4 2023: 141 institutionsQ1 2024: 150 institutionsQ2 2024: 151 institutionsQ3 2024: 150 institutionsQ4 2024: 155 institutionsQ1 2025: 157 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $2.44B
Q1 2021: $1.93BQ2 2021: $2.44BQ3 2021: $2.03BQ4 2021: $1.44BQ1 2022: $967.9MQ2 2022: $413.0MQ3 2022: $651.6MQ4 2022: $400.9MQ1 2023: $819.3MQ2 2023: $755.1MQ3 2023: $614.7MQ4 2023: $803.6MQ1 2024: $715.3MQ2 2024: $235.7MQ3 2024: $258.3MQ4 2024: $212.6MQ1 2025: $469.4MQ2 2025: $197.7KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ACCD and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$197.7K
Q1 2025157$469.4M
Q4 2024155$212.6M
Q3 2024150$258.3M
Q2 2024151$235.7M
Q1 2024150$715.3M
Q4 2023141$803.6M
Q3 2023150$614.7M
Q2 2023156$755.1M
Q1 2023151$819.3M
Q4 2022150$400.9M
Q3 2022150$651.6M
Q2 2022159$413.0M
Q1 2022154$967.9M
Q4 2021159$1.44B
Q3 2021167$2.03B
Q2 2021162$2.44B
Q1 2021147$1.93B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q1 2021.

Institutions holding ACCD in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest5,417,006$294.2M0.55%+110,104+2.1%Added
Vanguard Group Inc3,916,842$212.7M0.01%+208,085+5.6%Added
AH Equity Partners IV (Parallel), L.L.C.3,779,620$205.3M75.65%00.0%Unchanged
Select Equity Group, L.P.2,773,248$150.6M0.52%+738,697+36.3%Added
BlackRock Inc.2,695,736$146.4M0.00%+771,578+40.1%Added
Bellevue Group AG1,724,699$93.7M0.91%+163,578+10.5%Added
Janus Henderson Group PLC1,703,592$92.5M0.04%+516,934+43.6%Added
Wellington Management Group LLP1,602,096$87.0M0.01%+342,682+27.2%Added
JPMorgan Chase & Co1,430,870$77.7M0.01%−240,403−14.4%Reduced
Price T Rowe Associates Inc1,397,223$75.9M0.01%+557,549+66.4%Added
Durable Capital Partners LP1,316,136$71.5M0.53%−40,705−3.0%Reduced
Brown Advisory Inc1,268,922$68.9M0.10%+50,699+4.2%Added
Gilder Gagnon Howe & Co LLC1,062,974$57.7M0.28%−834,187−44.0%Reduced
Franklin Resources Inc860,018$46.7M0.02%+86,603+11.2%Added
State Street Corp859,992$46.7M0.00%+295,828+52.4%Added
Jennison Associates LLC776,115$42.2M0.03%−5,653−0.7%Reduced
Rock Springs Capital Management LP665,000$36.1M0.72%+40,000+6.4%Added
Morgan Stanley613,564$33.3M0.00%+292,317+91.0%Added
Geode Capital Management, LLC570,305$31.0M0.00%+155,620+37.5%Added
Bank of America Corp515,788$28.0M0.00%+460,755+837.2%Added
Ameriprise Financial Inc509,867$27.7M0.01%+22,785+4.7%Added
Deutsche Bank AG462,908$25.1M0.01%+373,676+418.8%Added
Northern Trust Corp450,624$24.5M0.00%+144,393+47.2%Added
Sumitomo Mitsui Trust Holdings, Inc.432,168$23.5M0.01%−49,717−10.3%Reduced
Principal Financial Group Inc374,561$20.3M0.01%+94,069+33.5%Added
Bamco Inc323,963$17.6M0.04%00.0%Unchanged
Nikko Asset Management Americas, Inc.428,232$17.4M0.07%−53,653−11.1%Reduced
Rhenman & Partners Asset Management AB300,000$16.3M1.11%+100,000+50.0%Added
FMR LLC297,169$16.1M0.00%+297,169New
Next Century Growth Investors LLC267,126$14.5M1.13%−35,635−11.8%Reduced
Manufacturers Life Insurance Company, The255,307$13.9M0.01%−97,916−27.7%Reduced
Nuveen Asset Management, LLC251,694$13.7M0.00%+139,782+124.9%Added
Wells Fargo & Company248,900$13.5M0.00%+10,088+4.2%Added
Perceptive Advisors LLC245,741$13.3M0.17%−100,000−28.9%Reduced
Silvercrest Asset Management Group LLC234,271$12.7M0.08%+234,271New
Sectoral Asset Management Inc230,000$12.5M1.01%−240,750−51.1%Reduced
Voloridge Investment Management, LLC208,691$11.3M0.08%+61,003+41.3%Added
Goldman Sachs Group Inc206,378$11.2M0.00%−139,378−40.3%Reduced
Eaton Vance Management196,679$10.7M0.01%−44,470−18.4%Reduced
Osterweis Capital Management Inc190,520$10.3M0.53%+5,875+3.2%Added
Charles Schwab Investment Management Inc184,755$10.0M0.00%+45,038+32.2%Added
Beacon Pointe Advisors, LLC182,897$9.93M0.35%+182,897New
Jasper Ridge Partners, L.P.182,098$9.89M0.49%00.0%Unchanged
Millennium Management LLC169,558$9.21M0.01%−313,475−64.9%Reduced
Bank of New York Mellon Corp149,321$8.11M0.00%+51,484+52.6%Added
Premier Fund Managers Ltd135,076$7.43M0.25%−153,241−53.2%Reduced
Pictet Asset Management Ltd122,882$6.67M0.01%−4,148−3.3%Reduced
Citadel Advisors LLC107,014$5.81M0.01%−91,427−46.1%Reduced
PDT Partners, LLC106,600$5.79M0.38%+62,294+140.6%Added
Integral Health Asset Management, LLC100,000$5.43M1.50%+25,000+33.3%Added
Lazard Asset Management LLC88,352$4.80M0.01%+86,549+4,800.3%Added
Vontobel Holding Ltd.86,939$4.78M0.04%−7,479−7.9%Reduced
Advantage Alpha Capital Partners LP87,510$4.75M0.92%+3,583+4.3%Added
Two Sigma Investments, LP85,900$4.67M0.01%+85,900New
Brinker Capital Investments, LLC85,068$4.62M0.06%+85,068New
Alliancebernstein L.P.72,709$3.95M0.00%+21,800+42.8%Added
Swiss National Bank71,000$3.86M0.00%+39,400+124.7%Added
Allianz Asset Management GmbH70,616$3.83M0.00%+59,211+519.2%Added
First Trust Advisors LP69,552$3.78M0.00%+54+0.1%Added
California State Teachers Retirement System69,349$3.77M0.00%+21,046+43.6%Added
Tudor Investment Corp Et Al68,934$3.74M0.08%00.0%Unchanged
Raymond James & Associates67,553$3.67M0.00%+34,560+104.7%Added
Pentwater Capital Management LP67,500$3.67M0.04%−2,500−3.6%Reduced
Norges Bank66,115$3.59M0.00%+26,115+65.3%Added
Bridgewater Associates, LP59,724$3.24M0.02%+59,724New
Knights of Columbus Asset Advisors LLC52,670$2.86M0.26%+355+0.7%Added
Bullseye Asset Management LLC50,059$2.72M0.92%00.0%Unchanged
TD Asset Management Inc56,382$2.64M0.00%+25,192+80.8%Added
Rhumbline Advisers48,177$2.62M0.00%+13,306+38.2%Added
Healthcare of Ontario Pension Plan Trust Fund48,000$2.61M0.01%+48,000New
Calamos Advisors LLC47,409$2.58M0.01%+47,409New
Avidian Wealth Solutions, LLC46,080$2.50M0.19%+46,080New
New York State Common Retirement Fund45,055$2.45M0.00%+17,667+64.5%Added
Springowl Associates LLC43,985$2.39M9.53%+9,392+27.2%Added
Blair William & Co43,210$2.35M0.01%−21,644−33.4%Reduced
D. E. Shaw & Co., Inc.38,609$2.10M0.00%+38,609New
Prudential Financial Inc37,495$2.04M0.00%+13,915+59.0%Added
Essex Investment Management Co LLC35,780$1.94M0.23%+35,780New
Raymond James Financial Services Advisors, Inc.34,343$1.86M0.00%−219−0.6%Reduced
Man Group plc33,891$1.84M0.01%+5,212+18.2%Added
American International Group, Inc.28,209$1.53M0.01%+9,544+51.1%Added
UBS Group AG27,956$1.52M0.00%−20,884−42.8%Reduced
UBS Asset Management Americas Inc27,589$1.50M0.00%+17,889+184.4%Added
Envestnet Asset Management Inc27,330$1.48M0.00%−110−0.4%Reduced
Russell Investments Group, Ltd.27,041$1.47M0.00%+27,041New
Advisors Capital Management, LLC26,200$1.42M0.05%+5,327+25.5%Added
Credit Suisse AG24,573$1.33M0.00%−59,472−70.8%Reduced
AE Wealth Management LLC19,795$1.07M0.01%−1,878−8.7%Reduced
Voya Investment Management LLC19,661$1.07M0.00%+6,060+44.6%Added
MetLife Investment Management18,167$986.6K0.01%+5,811+47.0%Added
Jane Street Group, LLC17,387$944.0K0.00%+4,878+39.0%Added
Invesco Ltd.16,987$922.0K0.00%+12,314+263.5%Added
Qube Research & Technologies Ltd14,904$809.0K0.01%+14,904New
Seven Eight Capital, LP14,755$801.0K0.11%+14,755New
Cubist Systematic Strategies, LLC14,516$788.0K0.01%+13,267+1,062.2%Added
Stifel Financial Corp13,974$759.0K0.00%+6,931+98.4%Added
Metropolitan Life Insurance Co13,909$755.4K0.01%+4,879+54.0%Added
Advisor Group Holdings, Inc.13,573$737.0K0.00%+8,700+178.5%Added
ProShare Advisors LLC13,060$709.0K0.00%+4,489+52.4%Added
Squarepoint Ops LLC12,955$704.0K0.01%+12,955New