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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 67,553 | $3.67M | 0.00% | +34,560+104.7% | Added |
| Tudor Investment Corp Et Al | 68,934 | $3.74M | 0.08% | 00.0% | Unchanged |
| California State Teachers Retirement System | 69,349 | $3.77M | 0.00% | +21,046+43.6% | Added |
| First Trust Advisors LP | 69,552 | $3.78M | 0.00% | +54+0.1% | Added |
| Allianz Asset Management GmbH | 70,616 | $3.83M | 0.00% | +59,211+519.2% | Added |
| Swiss National Bank | 71,000 | $3.86M | 0.00% | +39,400+124.7% | Added |
| Alliancebernstein L.P. | 72,709 | $3.95M | 0.00% | +21,800+42.8% | Added |
| Brinker Capital Investments, LLC | 85,068 | $4.62M | 0.06% | +85,068 | New |
| Two Sigma Investments, LP | 85,900 | $4.67M | 0.01% | +85,900 | New |
| Advantage Alpha Capital Partners LP | 87,510 | $4.75M | 0.92% | +3,583+4.3% | Added |
| Vontobel Holding Ltd. | 86,939 | $4.78M | 0.04% | −7,479−7.9% | Reduced |
| Lazard Asset Management LLC | 88,352 | $4.80M | 0.01% | +86,549+4,800.3% | Added |
| Integral Health Asset Management, LLC | 100,000 | $5.43M | 1.50% | +25,000+33.3% | Added |
| PDT Partners, LLC | 106,600 | $5.79M | 0.38% | +62,294+140.6% | Added |
| Citadel Advisors LLC | 107,014 | $5.81M | 0.01% | −91,427−46.1% | Reduced |
| Pictet Asset Management Ltd | 122,882 | $6.67M | 0.01% | −4,148−3.3% | Reduced |
| Premier Fund Managers Ltd | 135,076 | $7.43M | 0.25% | −153,241−53.2% | Reduced |
| Bank of New York Mellon Corp | 149,321 | $8.11M | 0.00% | +51,484+52.6% | Added |
| Millennium Management LLC | 169,558 | $9.21M | 0.01% | −313,475−64.9% | Reduced |
| Jasper Ridge Partners, L.P. | 182,098 | $9.89M | 0.49% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 182,897 | $9.93M | 0.35% | +182,897 | New |
| Charles Schwab Investment Management Inc | 184,755 | $10.0M | 0.00% | +45,038+32.2% | Added |
| Osterweis Capital Management Inc | 190,520 | $10.3M | 0.53% | +5,875+3.2% | Added |
| Eaton Vance Management | 196,679 | $10.7M | 0.01% | −44,470−18.4% | Reduced |
| Goldman Sachs Group Inc | 206,378 | $11.2M | 0.00% | −139,378−40.3% | Reduced |
| Voloridge Investment Management, LLC | 208,691 | $11.3M | 0.08% | +61,003+41.3% | Added |
| Sectoral Asset Management Inc | 230,000 | $12.5M | 1.01% | −240,750−51.1% | Reduced |
| Silvercrest Asset Management Group LLC | 234,271 | $12.7M | 0.08% | +234,271 | New |
| Perceptive Advisors LLC | 245,741 | $13.3M | 0.17% | −100,000−28.9% | Reduced |
| Wells Fargo & Company | 248,900 | $13.5M | 0.00% | +10,088+4.2% | Added |
| Nuveen Asset Management, LLC | 251,694 | $13.7M | 0.00% | +139,782+124.9% | Added |
| Manufacturers Life Insurance Company, The | 255,307 | $13.9M | 0.01% | −97,916−27.7% | Reduced |
| Next Century Growth Investors LLC | 267,126 | $14.5M | 1.13% | −35,635−11.8% | Reduced |
| FMR LLC | 297,169 | $16.1M | 0.00% | +297,169 | New |
| Rhenman & Partners Asset Management AB | 300,000 | $16.3M | 1.11% | +100,000+50.0% | Added |
| Nikko Asset Management Americas, Inc. | 428,232 | $17.4M | 0.07% | −53,653−11.1% | Reduced |
| Bamco Inc | 323,963 | $17.6M | 0.04% | 00.0% | Unchanged |
| Principal Financial Group Inc | 374,561 | $20.3M | 0.01% | +94,069+33.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 432,168 | $23.5M | 0.01% | −49,717−10.3% | Reduced |
| Northern Trust Corp | 450,624 | $24.5M | 0.00% | +144,393+47.2% | Added |
| Deutsche Bank AG | 462,908 | $25.1M | 0.01% | +373,676+418.8% | Added |
| Ameriprise Financial Inc | 509,867 | $27.7M | 0.01% | +22,785+4.7% | Added |
| Bank of America Corp | 515,788 | $28.0M | 0.00% | +460,755+837.2% | Added |
| Geode Capital Management, LLC | 570,305 | $31.0M | 0.00% | +155,620+37.5% | Added |
| Morgan Stanley | 613,564 | $33.3M | 0.00% | +292,317+91.0% | Added |
| Rock Springs Capital Management LP | 665,000 | $36.1M | 0.72% | +40,000+6.4% | Added |
| Jennison Associates LLC | 776,115 | $42.2M | 0.03% | −5,653−0.7% | Reduced |
| State Street Corp | 859,992 | $46.7M | 0.00% | +295,828+52.4% | Added |
| Franklin Resources Inc | 860,018 | $46.7M | 0.02% | +86,603+11.2% | Added |
| Gilder Gagnon Howe & Co LLC | 1,062,974 | $57.7M | 0.28% | −834,187−44.0% | Reduced |
| Brown Advisory Inc | 1,268,922 | $68.9M | 0.10% | +50,699+4.2% | Added |
| Durable Capital Partners LP | 1,316,136 | $71.5M | 0.53% | −40,705−3.0% | Reduced |
| Price T Rowe Associates Inc | 1,397,223 | $75.9M | 0.01% | +557,549+66.4% | Added |
| JPMorgan Chase & Co | 1,430,870 | $77.7M | 0.01% | −240,403−14.4% | Reduced |
| Wellington Management Group LLP | 1,602,096 | $87.0M | 0.01% | +342,682+27.2% | Added |
| Janus Henderson Group PLC | 1,703,592 | $92.5M | 0.04% | +516,934+43.6% | Added |
| Bellevue Group AG | 1,724,699 | $93.7M | 0.91% | +163,578+10.5% | Added |
| BlackRock Inc. | 2,695,736 | $146.4M | 0.00% | +771,578+40.1% | Added |
| Select Equity Group, L.P. | 2,773,248 | $150.6M | 0.52% | +738,697+36.3% | Added |
| AH Equity Partners IV (Parallel), L.L.C. | 3,779,620 | $205.3M | 75.65% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,916,842 | $212.7M | 0.01% | +208,085+5.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,417,006 | $294.2M | 0.55% | +110,104+2.1% | Added |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −1,191,326−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Madrona Venture Group, LLC | 0 | $0 | 0.00% | −349,491−100.0% | Sold out |
| Trustees of Columbia University in the City of New York | 0 | $0 | 0.00% | −288,892−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −227,387−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −37,578−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −23,738−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −23,526−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,652−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |