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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3 | $0 | 0.00% | +3 | New |
| Berman Capital Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Howe & Rusling Inc | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| Evolution Wealth Advisors, LLC | 82 | $3.00K | 0.00% | −123−60.0% | Reduced |
| Bellevue Asset Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 100 | $4.00K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 110 | $5.00K | 0.00% | +34+44.7% | Added |
| Agf Investments Inc. | 185 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 453 | $19.1K | 0.00% | +72+18.9% | Added |
| Covington Capital Management | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 520 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 668 | $28.0K | 0.00% | +668 | New |
| HM Payson & Co | 800 | $34.0K | 0.00% | −1,200−60.0% | Reduced |
| US Bancorp | 954 | $40.0K | 0.00% | +260+37.5% | Added |
| Capital Advisors, Ltd. LLC | 1,197 | $50.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $63.0K | 0.00% | +1,500 | New |
| FourThought Financial, LLC | 1,547 | $65.0K | 0.01% | +86+5.9% | Added |
| Point72 Hong Kong Ltd | 1,706 | $72.0K | 0.01% | −4,646−73.1% | Reduced |
| Great West Life Assurance Co | 1,767 | $75.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $77.0K | 0.00% | +1,815 | New |
| Macquarie Group Ltd | 2,107 | $89.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,170 | $92.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,492 | $105.0K | 0.00% | −8,675−77.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,896 | $122.0K | 0.00% | +1,014+53.9% | Added |
| Banque Cantonale Vaudoise | 2,991 | $126.0K | 0.01% | −99−3.2% | Reduced |
| Group One Trading, L.P. | 3,185 | $134.0K | 0.00% | +3,185 | New |
| Parallel Advisors, LLC | 3,341 | $141.0K | 0.01% | +23+0.7% | Added |
| Ameritas Investment Partners, Inc. | 3,947 | $166.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 4,030 | $170.0K | 0.08% | +157+4.1% | Added |
| Joel Isaacson & Co., LLC | 5,004 | $211.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,095 | $216.0K | 0.00% | −8,478−62.5% | Reduced |
| Teacher Retirement System of Texas | 5,187 | $219.0K | 0.00% | +1,106+27.1% | Added |
| Baldwin Investment Management, LLC | 5,550 | $234.0K | 0.04% | +5,550 | New |
| Regis Management CO LLC | 5,691 | $240.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,112 | $258.0K | 0.03% | −758−11.0% | Reduced |
| ProShare Advisors LLC | 6,455 | $272.0K | 0.00% | −6,605−50.6% | Reduced |
| Royal Bank of Canada | 6,484 | $273.0K | 0.00% | +2,029+45.5% | Added |
| Parametric Portfolio Associates LLC | 6,925 | $292.0K | 0.00% | −2,785−28.7% | Reduced |
| PEAK6 Investments LLC | 6,930 | $292.0K | 0.01% | +6,930 | New |
| Aigen Investment Management, LP | 7,941 | $335.0K | 0.06% | +7,941 | New |
| Victory Capital Management Inc | 8,524 | $359.0K | 0.00% | −426−4.8% | Reduced |
| Arizona State Retirement System | 8,790 | $371.0K | 0.00% | +37+0.4% | Added |
| Amalgamated Bank | 8,990 | $379.0K | 0.00% | −517−5.4% | Reduced |
| Citigroup Inc | 8,990 | $379.0K | 0.00% | +2,380+36.0% | Added |
| ExodusPoint Capital Management, LP | 9,007 | $380.0K | 0.01% | +9,007 | New |
| Truist Financial Corp | 9,661 | $407.0K | 0.00% | −398−4.0% | Reduced |
| Jump Financial, LLC | 10,316 | $435.0K | 0.03% | +308+3.1% | Added |
| Commonwealth Equity Services, LLC | 10,629 | $448.0K | 0.00% | +5,889+124.2% | Added |
| State Board of Administration of Florida Retirement System | 11,368 | $479.0K | 0.00% | +420+3.8% | Added |
| Calamos Advisors LLC | 11,658 | $492.0K | 0.00% | −35,751−75.4% | Reduced |
| Handelsbanken Fonder AB | 12,300 | $519.0K | 0.00% | +1,500+13.9% | Added |
| Winton Group Ltd | 13,427 | $566.0K | 0.03% | +3,388+33.7% | Added |
| Metropolitan Life Insurance Co | 13,909 | $586.5K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,087 | $594.0K | 0.00% | −3,300−19.0% | Reduced |
| Russell Investments Group, Ltd. | 14,353 | $604.0K | 0.00% | −12,688−46.9% | Reduced |
| Partners Group Holding AG | 14,863 | $627.0K | 0.04% | +14,863 | New |
| SG Americas Securities, LLC | 16,385 | $691.0K | 0.00% | +16,385 | New |
| TownSquare Capital, LLC | 16,540 | $697.0K | 0.02% | +4,988+43.2% | Added |
| MetLife Investment Management | 18,167 | $766.1K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,774 | $834.0K | 0.00% | +113+0.6% | Added |
| Marshall Wace North America L.P. | 20,003 | $843.0K | 0.00% | +20,003 | New |
| Invesco Ltd. | 21,314 | $899.0K | 0.00% | +4,327+25.5% | Added |
| Quantbot Technologies LP | 22,471 | $947.0K | 0.07% | +11,305+101.2% | Added |
| Cubist Systematic Strategies, LLC | 23,574 | $994.0K | 0.01% | +9,058+62.4% | Added |
| Credit Suisse AG | 24,277 | $1.02M | 0.00% | −296−1.2% | Reduced |
| AE Wealth Management LLC | 24,425 | $1.03M | 0.01% | +4,630+23.4% | Added |
| Twinbeech Capital LP | 24,963 | $1.05M | 0.07% | +24,963 | New |
| Manufacturers Life Insurance Company, The | 25,222 | $1.06M | 0.00% | −230,085−90.1% | Reduced |
| Stifel Financial Corp | 25,710 | $1.08M | 0.00% | +11,736+84.0% | Added |
| Cinctive Capital Management LP | 26,589 | $1.12M | 0.06% | +26,589 | New |
| Envestnet Asset Management Inc | 27,477 | $1.16M | 0.00% | +147+0.5% | Added |
| American International Group, Inc. | 27,554 | $1.16M | 0.01% | −655−2.3% | Reduced |
| Man Group plc | 28,683 | $1.21M | 0.00% | −5,208−15.4% | Reduced |
| UBS Group AG | 29,950 | $1.26M | 0.00% | +1,994+7.1% | Added |
| Provenire Capital, LLC | 31,310 | $1.32M | 4.87% | +19,646+168.4% | Added |
| Engineers Gate Manager LP | 32,825 | $1.38M | 0.08% | +27,074+470.8% | Added |
| Advisors Capital Management, LLC | 33,461 | $1.41M | 0.04% | +7,261+27.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,322 | $1.45M | 0.00% | −21−0.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 34,482 | $1.45M | 0.01% | −1,028,492−96.8% | Reduced |
| New York State Common Retirement Fund | 36,442 | $1.54M | 0.00% | −8,613−19.1% | Reduced |
| Prudential Financial Inc | 37,695 | $1.59M | 0.00% | +200+0.5% | Added |
| Legal & General Group Plc | 38,015 | $1.60M | 0.00% | +28,238+288.8% | Added |
| UBS Asset Management Americas Inc | 38,597 | $1.63M | 0.00% | +11,008+39.9% | Added |
| Springowl Associates LLC | 43,985 | $1.85M | 8.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 44,480 | $1.88M | 0.01% | +44,480 | New |
| New York Life Investments Alternatives | 46,414 | $1.96M | 1.27% | +46,414 | New |
| DekaBank Deutsche Girozentrale | 48,300 | $1.99M | 0.01% | +45,800+1,832.0% | Added |
| Bullseye Asset Management LLC | 49,900 | $2.10M | 0.73% | −159−0.3% | Reduced |
| Rhumbline Advisers | 50,367 | $2.12M | 0.00% | +2,190+4.5% | Added |
| Squarepoint Ops LLC | 52,223 | $2.20M | 0.02% | +39,268+303.1% | Added |
| Blair William & Co | 52,736 | $2.22M | 0.01% | +9,526+22.0% | Added |
| Knights of Columbus Asset Advisors LLC | 52,960 | $2.23M | 0.20% | +290+0.6% | Added |
| First Trust Advisors LP | 53,356 | $2.25M | 0.00% | −16,196−23.3% | Reduced |
| TD Asset Management Inc | 53,482 | $2.25M | 0.00% | −2,900−5.1% | Reduced |
| California State Teachers Retirement System | 53,655 | $2.26M | 0.00% | −15,694−22.6% | Reduced |
| PDT Partners, LLC | 54,637 | $2.30M | 0.17% | −51,963−48.7% | Reduced |