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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 1 | $197.7K |
| Q1 2025 | 157 | $469.4M |
| Q4 2024 | 155 | $212.6M |
| Q3 2024 | 150 | $258.3M |
| Q2 2024 | 151 | $235.7M |
| Q1 2024 | 150 | $715.3M |
| Q4 2023 | 141 | $803.6M |
| Q3 2023 | 150 | $614.7M |
| Q2 2023 | 156 | $755.1M |
| Q1 2023 | 151 | $819.3M |
| Q4 2022 | 150 | $400.9M |
| Q3 2022 | 150 | $651.6M |
| Q2 2022 | 159 | $413.0M |
| Q1 2022 | 154 | $967.9M |
| Q4 2021 | 159 | $1.44B |
| Q3 2021 | 167 | $2.03B |
| Q2 2021 | 162 | $2.44B |
| Q1 2021 | 147 | $1.93B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 73 | $4.00K | 0.00% | −9−11.0% | Reduced |
| TCI Wealth Advisors, Inc. | 76 | $4.00K | 0.00% | +76 | New |
| Bessemer Group Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 104 | $6.00K | 0.00% | +57+121.3% | Added |
| Panagora Asset Management Inc | 165 | $9.00K | 0.00% | +165 | New |
| Agf Investments Inc. | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 205 | $11.0K | 0.00% | −32−13.5% | Reduced |
| Northern Oak Wealth Management Inc | 200 | $11.0K | 0.00% | +200 | New |
| American Portfolios Advisors | 381 | $20.7K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 520 | $28.0K | 0.00% | +520 | New |
| First Horizon Corp | 556 | $30.0K | 0.00% | +556 | New |
| US Bancorp | 694 | $37.0K | 0.00% | +626+920.6% | Added |
| Capital Advisors, Ltd. LLC | 1,197 | $65.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,461 | $79.0K | 0.01% | −55−3.6% | Reduced |
| Cutler Group LP | 1,700 | $92.0K | 0.01% | −100−5.6% | Reduced |
| Great West Life Assurance Co | 1,767 | $96.0K | 0.00% | +845+91.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,882 | $102.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2,000 | $109.0K | 0.00% | −108−5.1% | Reduced |
| Macquarie Group Ltd | 2,107 | $114.0K | 0.00% | −401−16.0% | Reduced |
| Captrust Financial Advisors | 2,170 | $118.0K | 0.00% | +2,102+3,091.2% | Added |
| DekaBank Deutsche Girozentrale | 2,500 | $136.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,090 | $168.0K | 0.01% | +3,090 | New |
| Parallel Advisors, LLC | 3,318 | $180.0K | 0.01% | +60+1.8% | Added |
| First Bank & Trust | 3,873 | $210.0K | 0.10% | +3,291+565.5% | Added |
| Ameritas Investment Partners, Inc. | 3,947 | $214.0K | 0.01% | +1,342+51.5% | Added |
| Walleye Capital LLC | 3,993 | $217.0K | 0.01% | +3,993 | New |
| Teacher Retirement System of Texas | 4,081 | $222.0K | 0.00% | +4,081 | New |
| Royal Bank of Canada | 4,455 | $242.0K | 0.00% | +623+16.3% | Added |
| Quantitative Systematic Strategies LLC | 4,542 | $247.0K | 0.09% | −3,792−45.5% | Reduced |
| Neuberger Berman Group LLC | 4,700 | $255.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,740 | $257.0K | 0.00% | −887−15.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,004 | $272.0K | 0.02% | +5,004 | New |
| FORA Capital, LLC | 5,225 | $284.0K | 0.05% | +5,225 | New |
| Spire Wealth Management | 5,243 | $285.0K | 0.01% | +1,821+53.2% | Added |
| Regis Management CO LLC | 5,691 | $309.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,751 | $312.0K | 0.02% | +5,751 | New |
| Point72 Hong Kong Ltd | 6,352 | $345.0K | 0.02% | +5,102+408.2% | Added |
| Citigroup Inc | 6,610 | $359.0K | 0.00% | +1,267+23.7% | Added |
| Dynamic Technology Lab Private Ltd | 6,870 | $373.0K | 0.04% | +6,870 | New |
| Copernicus Capital Management, LLC | 7,000 | $380.0K | 5.99% | +7,000 | New |
| Arizona State Retirement System | 8,753 | $475.0K | 0.00% | +8,753 | New |
| Victory Capital Management Inc | 8,950 | $486.0K | 0.00% | +1,228+15.9% | Added |
| Laurion Capital Management LP | 8,954 | $486.0K | 0.01% | +3,954+79.1% | Added |
| Amalgamated Bank | 9,507 | $516.0K | 0.00% | +9,507 | New |
| Parametric Portfolio Associates LLC | 9,710 | $527.0K | 0.00% | +4,232+77.3% | Added |
| Legal & General Group Plc | 9,777 | $531.0K | 0.00% | +5,902+152.3% | Added |
| Jump Financial, LLC | 10,008 | $544.0K | 0.05% | +10,008 | New |
| Winton Group Ltd | 10,039 | $545.0K | 0.03% | +10,039 | New |
| Truist Financial Corp | 10,059 | $546.0K | 0.00% | −603−5.7% | Reduced |
| Handelsbanken Fonder AB | 10,800 | $587.0K | 0.00% | +10,800 | New |
| State Board of Administration of Florida Retirement System | 10,948 | $595.0K | 0.00% | +10,948 | New |
| Holocene Advisors, LP | 10,962 | $595.0K | 0.00% | +10,962 | New |
| Tower Research Capital LLC (TRC) | 11,167 | $606.0K | 0.02% | +2,350+26.7% | Added |
| Quantbot Technologies LP | 11,166 | $606.0K | 0.05% | +9,932+804.9% | Added |
| TownSquare Capital, LLC | 11,552 | $631.0K | 0.02% | +103+0.9% | Added |
| Provenire Capital, LLC | 11,664 | $633.0K | 2.14% | −2,998−20.4% | Reduced |
| Susquehanna International Group, LLP | 11,826 | $643.0K | 0.00% | −67,339−85.1% | Reduced |
| Alpha Paradigm Partners, LLC | 12,439 | $676.0K | 0.25% | +12,439 | New |
| Squarepoint Ops LLC | 12,955 | $704.0K | 0.01% | +12,955 | New |
| ProShare Advisors LLC | 13,060 | $709.0K | 0.00% | +4,489+52.4% | Added |
| Advisor Group Holdings, Inc. | 13,573 | $737.0K | 0.00% | +8,700+178.5% | Added |
| Metropolitan Life Insurance Co | 13,909 | $755.4K | 0.01% | +4,879+54.0% | Added |
| Stifel Financial Corp | 13,974 | $759.0K | 0.00% | +6,931+98.4% | Added |
| Cubist Systematic Strategies, LLC | 14,516 | $788.0K | 0.01% | +13,267+1,062.2% | Added |
| Seven Eight Capital, LP | 14,755 | $801.0K | 0.11% | +14,755 | New |
| Qube Research & Technologies Ltd | 14,904 | $809.0K | 0.01% | +14,904 | New |
| Invesco Ltd. | 16,987 | $922.0K | 0.00% | +12,314+263.5% | Added |
| Jane Street Group, LLC | 17,387 | $944.0K | 0.00% | +4,878+39.0% | Added |
| MetLife Investment Management | 18,167 | $986.6K | 0.01% | +5,811+47.0% | Added |
| Voya Investment Management LLC | 19,661 | $1.07M | 0.00% | +6,060+44.6% | Added |
| AE Wealth Management LLC | 19,795 | $1.07M | 0.01% | −1,878−8.7% | Reduced |
| Credit Suisse AG | 24,573 | $1.33M | 0.00% | −59,472−70.8% | Reduced |
| Advisors Capital Management, LLC | 26,200 | $1.42M | 0.05% | +5,327+25.5% | Added |
| Russell Investments Group, Ltd. | 27,041 | $1.47M | 0.00% | +27,041 | New |
| Envestnet Asset Management Inc | 27,330 | $1.48M | 0.00% | −110−0.4% | Reduced |
| UBS Asset Management Americas Inc | 27,589 | $1.50M | 0.00% | +17,889+184.4% | Added |
| UBS Group AG | 27,956 | $1.52M | 0.00% | −20,884−42.8% | Reduced |
| American International Group, Inc. | 28,209 | $1.53M | 0.01% | +9,544+51.1% | Added |
| Man Group plc | 33,891 | $1.84M | 0.01% | +5,212+18.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,343 | $1.86M | 0.00% | −219−0.6% | Reduced |
| Essex Investment Management Co LLC | 35,780 | $1.94M | 0.23% | +35,780 | New |
| Prudential Financial Inc | 37,495 | $2.04M | 0.00% | +13,915+59.0% | Added |
| D. E. Shaw & Co., Inc. | 38,609 | $2.10M | 0.00% | +38,609 | New |
| Blair William & Co | 43,210 | $2.35M | 0.01% | −21,644−33.4% | Reduced |
| Springowl Associates LLC | 43,985 | $2.39M | 9.53% | +9,392+27.2% | Added |
| New York State Common Retirement Fund | 45,055 | $2.45M | 0.00% | +17,667+64.5% | Added |
| Avidian Wealth Solutions, LLC | 46,080 | $2.50M | 0.19% | +46,080 | New |
| Calamos Advisors LLC | 47,409 | $2.58M | 0.01% | +47,409 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 48,000 | $2.61M | 0.01% | +48,000 | New |
| Rhumbline Advisers | 48,177 | $2.62M | 0.00% | +13,306+38.2% | Added |
| TD Asset Management Inc | 56,382 | $2.64M | 0.00% | +25,192+80.8% | Added |
| Bullseye Asset Management LLC | 50,059 | $2.72M | 0.92% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 52,670 | $2.86M | 0.26% | +355+0.7% | Added |
| Bridgewater Associates, LP | 59,724 | $3.24M | 0.02% | +59,724 | New |
| Norges Bank | 66,115 | $3.59M | 0.00% | +26,115+65.3% | Added |
| Pentwater Capital Management LP | 67,500 | $3.67M | 0.04% | −2,500−3.6% | Reduced |