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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
Alpha Paradigm Partners, LLC12,439$676.0K0.25%+12,439New
Susquehanna International Group, LLP11,826$643.0K0.00%−67,339−85.1%Reduced
Provenire Capital, LLC11,664$633.0K2.14%−2,998−20.4%Reduced
TownSquare Capital, LLC11,552$631.0K0.02%+103+0.9%Added
Tower Research Capital LLC (TRC)11,167$606.0K0.02%+2,350+26.7%Added
Quantbot Technologies LP11,166$606.0K0.05%+9,932+804.9%Added
State Board of Administration of Florida Retirement System10,948$595.0K0.00%+10,948New
Holocene Advisors, LP10,962$595.0K0.00%+10,962New
Handelsbanken Fonder AB10,800$587.0K0.00%+10,800New
Truist Financial Corp10,059$546.0K0.00%−603−5.7%Reduced
Winton Group Ltd10,039$545.0K0.03%+10,039New
Jump Financial, LLC10,008$544.0K0.05%+10,008New
Legal & General Group Plc9,777$531.0K0.00%+5,902+152.3%Added
Parametric Portfolio Associates LLC9,710$527.0K0.00%+4,232+77.3%Added
Amalgamated Bank9,507$516.0K0.00%+9,507New
Victory Capital Management Inc8,950$486.0K0.00%+1,228+15.9%Added
Laurion Capital Management LP8,954$486.0K0.01%+3,954+79.1%Added
Arizona State Retirement System8,753$475.0K0.00%+8,753New
Copernicus Capital Management, LLC7,000$380.0K5.99%+7,000New
Dynamic Technology Lab Private Ltd6,870$373.0K0.04%+6,870New
Citigroup Inc6,610$359.0K0.00%+1,267+23.7%Added
Point72 Hong Kong Ltd6,352$345.0K0.02%+5,102+408.2%Added
Engineers Gate Manager LP5,751$312.0K0.02%+5,751New
Regis Management CO LLC5,691$309.0K0.05%00.0%Unchanged
Spire Wealth Management5,243$285.0K0.01%+1,821+53.2%Added
FORA Capital, LLC5,225$284.0K0.05%+5,225New
Joel Isaacson & Co., LLC5,004$272.0K0.02%+5,004New
Commonwealth Equity Services, LLC4,740$257.0K0.00%−887−15.8%Reduced
Neuberger Berman Group LLC4,700$255.0K0.00%00.0%Unchanged
Quantitative Systematic Strategies LLC4,542$247.0K0.09%−3,792−45.5%Reduced
Royal Bank of Canada4,455$242.0K0.00%+623+16.3%Added
Teacher Retirement System of Texas4,081$222.0K0.00%+4,081New
Walleye Capital LLC3,993$217.0K0.01%+3,993New
Ameritas Investment Partners, Inc.3,947$214.0K0.01%+1,342+51.5%Added
First Bank & Trust3,873$210.0K0.10%+3,291+565.5%Added
Parallel Advisors, LLC3,318$180.0K0.01%+60+1.8%Added
Banque Cantonale Vaudoise3,090$168.0K0.01%+3,090New
DekaBank Deutsche Girozentrale2,500$136.0K0.00%00.0%Unchanged
Captrust Financial Advisors2,170$118.0K0.00%+2,102+3,091.2%Added
Macquarie Group Ltd2,107$114.0K0.00%−401−16.0%Reduced
HM Payson & Co2,000$109.0K0.00%−108−5.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)1,882$102.0K0.00%00.0%Unchanged
Great West Life Assurance Co1,767$96.0K0.00%+845+91.6%Added
Cutler Group LP1,700$92.0K0.01%−100−5.6%Reduced
FourThought Financial, LLC1,461$79.0K0.01%−55−3.6%Reduced
Capital Advisors, Ltd. LLC1,197$65.0K0.01%00.0%Unchanged
US Bancorp694$37.0K0.00%+626+920.6%Added
First Horizon Corp556$30.0K0.00%+556New
Nisa Investment Advisors, LLC520$28.0K0.00%+520New
Covington Capital Management500$27.0K0.00%00.0%Unchanged
American Portfolios Advisors381$20.7K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC205$11.0K0.00%−32−13.5%Reduced
Northern Oak Wealth Management Inc200$11.0K0.00%+200New
Agf Investments Inc.185$10.0K0.00%00.0%Unchanged
Panagora Asset Management Inc165$9.00K0.00%+165New
Newbridge Financial Services Group, Inc.110$6.00K0.00%00.0%Unchanged
Signaturefd, LLC104$6.00K0.00%+57+121.3%Added
Bessemer Group Inc83$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC87$5.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC73$4.00K0.00%−9−11.0%Reduced
TCI Wealth Advisors, Inc.76$4.00K0.00%+76New
Howe & Rusling Inc17$1.00K0.00%00.0%Unchanged
IFP Advisors, Inc0$00.00%−300−100.0%Sold out
University of Texas/Texas Am Investment Managment Co0$00.00%−1,191,326−100.0%Sold out
Blackstone Group Inc.0$00.00%−400,000−100.0%Sold out
Madrona Venture Group, LLC0$00.00%−349,491−100.0%Sold out
Trustees of Columbia University in the City of New York0$00.00%−288,892−100.0%Sold out
New York Life Investments Alternatives0$00.00%−227,387−100.0%Sold out
Myriad Asset Management Ltd.0$00.00%−44,000−100.0%Sold out
Foundry Partners, LLC0$00.00%−37,578−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−27,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−24,000−100.0%Sold out
Ci Investments Inc.0$00.00%−23,738−100.0%Sold out
California Public Employees Retirement System0$00.00%−23,526−100.0%Sold out
Summit Global Investments0$00.00%−5,600−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,652−100.0%Sold out
Pearl River Capital, LLC0$00.00%−4,492−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,512−100.0%Sold out
Whittier Trust Co0$00.00%−1,815−100.0%Sold out
Bank of Montreal0$00.00%−946−100.0%Sold out
Manchester Financial Inc0$00.00%−375−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−166−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−66−100.0%Sold out