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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, Q3 2021

Institutional positions in Accolade, Inc. as of Sep 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
167
+7 vs. Q2 2021
Shares held
48.2M
+3.37M (+7.5%) vs. Q2 2021
Total value
$2.03B
−$395.9M (−16.3%) vs. Q2 2021
New holders
26
78 more added
Sold out
19
39 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 167 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 heldQ3 2021: $2.03B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2021.

Institutions holding ACCD in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest5,231,496$220.6M0.53%−185,510−3.4%Reduced
Vanguard Group Inc4,916,899$207.3M0.01%+1,000,057+25.5%Added
AH Equity Partners IV (Parallel), L.L.C.3,779,620$159.4M100.00%00.0%Unchanged
BlackRock Inc.3,290,748$138.8M0.00%+595,012+22.1%Added
Select Equity Group, L.P.2,939,865$124.0M0.42%+166,617+6.0%Added
Wellington Management Group LLP1,936,936$81.7M0.01%+334,840+20.9%Added
Janus Henderson Group PLC1,867,008$78.7M0.03%+163,416+9.6%Added
Bellevue Group AG1,860,203$78.4M0.80%+135,504+7.9%Added
Brown Advisory Inc1,336,466$56.4M0.08%+67,544+5.3%Added
Price T Rowe Associates Inc1,328,123$56.0M0.01%−69,100−4.9%Reduced
JPMorgan Chase & Co1,299,220$54.8M0.01%−131,650−9.2%Reduced
Durable Capital Partners LP1,250,329$52.7M0.40%−65,807−5.0%Reduced
State Street Corp1,000,488$42.2M0.00%+140,496+16.3%Added
Rock Springs Capital Management LP923,000$38.9M0.82%+258,000+38.8%Added
Jennison Associates LLC922,772$38.9M0.03%+146,657+18.9%Added
Geode Capital Management, LLC908,219$38.3M0.01%+337,914+59.3%Added
Franklin Resources Inc885,204$37.3M0.01%+25,186+2.9%Added
Morgan Stanley522,309$22.0M0.00%−91,255−14.9%Reduced
Ameriprise Financial Inc519,465$21.9M0.01%+9,598+1.9%Added
Northern Trust Corp498,618$21.0M0.00%+47,994+10.7%Added
Deutsche Bank AG488,647$20.6M0.01%+25,739+5.6%Added
Sumitomo Mitsui Trust Holdings, Inc.465,483$19.6M0.01%+33,315+7.7%Added
Nikko Asset Management Americas, Inc.465,483$19.4M0.08%+37,251+8.7%Added
Goldman Sachs Group Inc451,214$19.0M0.00%+244,836+118.6%Added
Bank of America Corp439,359$18.5M0.00%−76,429−14.8%Reduced
Principal Financial Group Inc391,712$16.5M0.01%+17,151+4.6%Added
Charles Schwab Investment Management Inc384,211$16.2M0.01%+199,456+108.0%Added
Bamco Inc355,214$15.0M0.03%+31,251+9.6%Added
Silvercrest Asset Management Group LLC353,480$14.9M0.10%+119,209+50.9%Added
Wells Fargo & Company337,315$14.2M0.00%+88,415+35.5%Added
Rhenman & Partners Asset Management AB325,000$13.7M0.96%+25,000+8.3%Added
Two Sigma Investments, LP317,658$13.4M0.04%+231,758+269.8%Added
Pictet Asset Management SA284,838$12.0M0.01%+284,838New
Perceptive Advisors LLC279,774$11.8M0.17%+34,033+13.8%Added
Founders Circle Capital LLC232,801$9.82M2.99%+232,801New
Next Century Growth Investors LLC231,347$9.76M0.84%−35,779−13.4%Reduced
Bank of New York Mellon Corp212,210$8.95M0.00%+62,889+42.1%Added
Nuveen Asset Management, LLC212,051$8.94M0.00%−39,643−15.8%Reduced
Sectoral Asset Management Inc210,000$8.86M0.74%−20,000−8.7%Reduced
Osterweis Capital Management Inc188,990$7.97M0.44%−1,530−0.8%Reduced
Jasper Ridge Partners, L.P.182,098$7.68M0.34%00.0%Unchanged
Millennium Management LLC176,448$7.44M0.01%+6,890+4.1%Added
FMR LLC175,024$7.38M0.00%−122,145−41.1%Reduced
Norges Bank153,820$6.49M0.00%+87,705+132.7%Added
Citadel Advisors LLC151,335$6.38M0.01%+44,321+41.4%Added
Premier Fund Managers Ltd135,076$5.59M0.18%00.0%Unchanged
Advantage Alpha Capital Partners LP131,220$5.53M1.01%+43,710+49.9%Added
Voloridge Investment Management, LLC112,621$4.75M0.03%−96,070−46.0%Reduced
Essex Investment Management Co LLC111,454$4.70M0.58%+75,674+211.5%Added
Brinker Capital Investments, LLC85,068$4.62M0.07%00.0%Unchanged
Vontobel Holding Ltd.106,559$4.49M0.04%+19,620+22.6%Added
Pentwater Capital Management LP102,500$4.32M0.06%+35,000+51.9%Added
Prosight Management, LP97,988$4.13M2.42%+97,988New
Lazard Asset Management LLC92,706$3.91M0.00%+4,354+4.9%Added
Avidian Wealth Solutions, LLC82,888$3.50M0.27%+36,808+79.9%Added
Tudor Investment Corp Et Al76,118$3.21M0.07%+7,184+10.4%Added
Allianz Asset Management GmbH75,558$3.19M0.00%+4,942+7.0%Added
Canada Pension Plan Investment Board74,000$3.12M0.00%+74,000New
Alliancebernstein L.P.72,709$3.07M0.00%00.0%Unchanged
Swiss National Bank71,000$2.99M0.00%00.0%Unchanged
Raymond James & Associates68,738$2.90M0.00%+1,185+1.8%Added
Renaissance Technologies LLC65,700$2.77M0.00%+65,700New
Bridgewater Associates, LP61,272$2.58M0.01%+1,548+2.6%Added
Miracle Mile Advisors, LLC59,548$2.51M0.12%+59,548New
Alpha Paradigm Partners, LLC57,598$2.43M0.97%+45,159+363.0%Added
Two Sigma Advisers, LP56,700$2.39M0.01%+56,700New
Woodline Partners LP55,009$2.32M0.04%+55,009New
PDT Partners, LLC54,637$2.30M0.17%−51,963−48.7%Reduced
California State Teachers Retirement System53,655$2.26M0.00%−15,694−22.6%Reduced
TD Asset Management Inc53,482$2.25M0.00%−2,900−5.1%Reduced
First Trust Advisors LP53,356$2.25M0.00%−16,196−23.3%Reduced
Knights of Columbus Asset Advisors LLC52,960$2.23M0.20%+290+0.6%Added
Blair William & Co52,736$2.22M0.01%+9,526+22.0%Added
Squarepoint Ops LLC52,223$2.20M0.02%+39,268+303.1%Added
Rhumbline Advisers50,367$2.12M0.00%+2,190+4.5%Added
Bullseye Asset Management LLC49,900$2.10M0.73%−159−0.3%Reduced
DekaBank Deutsche Girozentrale48,300$1.99M0.01%+45,800+1,832.0%Added
New York Life Investments Alternatives46,414$1.96M1.27%+46,414New
Marshall Wace, LLP44,480$1.88M0.01%+44,480New
Springowl Associates LLC43,985$1.85M8.13%00.0%Unchanged
UBS Asset Management Americas Inc38,597$1.63M0.00%+11,008+39.9%Added
Legal & General Group Plc38,015$1.60M0.00%+28,238+288.8%Added
Prudential Financial Inc37,695$1.59M0.00%+200+0.5%Added
New York State Common Retirement Fund36,442$1.54M0.00%−8,613−19.1%Reduced
Gilder Gagnon Howe & Co LLC34,482$1.45M0.01%−1,028,492−96.8%Reduced
Raymond James Financial Services Advisors, Inc.34,322$1.45M0.00%−21−0.1%Reduced
Advisors Capital Management, LLC33,461$1.41M0.04%+7,261+27.7%Added
Engineers Gate Manager LP32,825$1.38M0.08%+27,074+470.8%Added
Provenire Capital, LLC31,310$1.32M4.87%+19,646+168.4%Added
UBS Group AG29,950$1.26M0.00%+1,994+7.1%Added
Man Group plc28,683$1.21M0.00%−5,208−15.4%Reduced
American International Group, Inc.27,554$1.16M0.01%−655−2.3%Reduced
Envestnet Asset Management Inc27,477$1.16M0.00%+147+0.5%Added
Cinctive Capital Management LP26,589$1.12M0.06%+26,589New
Stifel Financial Corp25,710$1.08M0.00%+11,736+84.0%Added
Manufacturers Life Insurance Company, The25,222$1.06M0.00%−230,085−90.1%Reduced
Twinbeech Capital LP24,963$1.05M0.07%+24,963New
AE Wealth Management LLC24,425$1.03M0.01%+4,630+23.4%Added
Credit Suisse AG24,277$1.02M0.00%−296−1.2%Reduced
Cubist Systematic Strategies, LLC23,574$994.0K0.01%+9,058+62.4%Added