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 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 22,471 | $947.0K | 0.07% | +11,305+101.2% | Added |
| Invesco Ltd. | 21,314 | $899.0K | 0.00% | +4,327+25.5% | Added |
| Marshall Wace North America L.P. | 20,003 | $843.0K | 0.00% | +20,003 | New |
| Voya Investment Management LLC | 19,774 | $834.0K | 0.00% | +113+0.6% | Added |
| MetLife Investment Management | 18,167 | $766.1K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 16,540 | $697.0K | 0.02% | +4,988+43.2% | Added |
| SG Americas Securities, LLC | 16,385 | $691.0K | 0.00% | +16,385 | New |
| Partners Group Holding AG | 14,863 | $627.0K | 0.04% | +14,863 | New |
| Russell Investments Group, Ltd. | 14,353 | $604.0K | 0.00% | −12,688−46.9% | Reduced |
| Jane Street Group, LLC | 14,087 | $594.0K | 0.00% | −3,300−19.0% | Reduced |
| Metropolitan Life Insurance Co | 13,909 | $586.5K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 13,427 | $566.0K | 0.03% | +3,388+33.7% | Added |
| Handelsbanken Fonder AB | 12,300 | $519.0K | 0.00% | +1,500+13.9% | Added |
| Calamos Advisors LLC | 11,658 | $492.0K | 0.00% | −35,751−75.4% | Reduced |
| State Board of Administration of Florida Retirement System | 11,368 | $479.0K | 0.00% | +420+3.8% | Added |
| Commonwealth Equity Services, LLC | 10,629 | $448.0K | 0.00% | +5,889+124.2% | Added |
| Jump Financial, LLC | 10,316 | $435.0K | 0.03% | +308+3.1% | Added |
| Truist Financial Corp | 9,661 | $407.0K | 0.00% | −398−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 9,007 | $380.0K | 0.01% | +9,007 | New |
| 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 |
| Arizona State Retirement System | 8,790 | $371.0K | 0.00% | +37+0.4% | Added |
| Victory Capital Management Inc | 8,524 | $359.0K | 0.00% | −426−4.8% | Reduced |
| Aigen Investment Management, LP | 7,941 | $335.0K | 0.06% | +7,941 | New |
| 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 |
| Royal Bank of Canada | 6,484 | $273.0K | 0.00% | +2,029+45.5% | Added |
| ProShare Advisors LLC | 6,455 | $272.0K | 0.00% | −6,605−50.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,112 | $258.0K | 0.03% | −758−11.0% | Reduced |
| Regis Management CO LLC | 5,691 | $240.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 5,550 | $234.0K | 0.04% | +5,550 | New |
| Teacher Retirement System of Texas | 5,187 | $219.0K | 0.00% | +1,106+27.1% | Added |
| Advisor Group Holdings, Inc. | 5,095 | $216.0K | 0.00% | −8,478−62.5% | Reduced |
| Joel Isaacson & Co., LLC | 5,004 | $211.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 4,030 | $170.0K | 0.08% | +157+4.1% | Added |
| Ameritas Investment Partners, Inc. | 3,947 | $166.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,341 | $141.0K | 0.01% | +23+0.7% | Added |
| Group One Trading, L.P. | 3,185 | $134.0K | 0.00% | +3,185 | New |
| Banque Cantonale Vaudoise | 2,991 | $126.0K | 0.01% | −99−3.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,896 | $122.0K | 0.00% | +1,014+53.9% | Added |
| Tower Research Capital LLC (TRC) | 2,492 | $105.0K | 0.00% | −8,675−77.7% | Reduced |
| Captrust Financial Advisors | 2,170 | $92.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,107 | $89.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $77.0K | 0.00% | +1,815 | New |
| Great West Life Assurance Co | 1,767 | $75.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,706 | $72.0K | 0.01% | −4,646−73.1% | Reduced |
| FourThought Financial, LLC | 1,547 | $65.0K | 0.01% | +86+5.9% | Added |
| STRS Ohio | 1,500 | $63.0K | 0.00% | +1,500 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $50.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 954 | $40.0K | 0.00% | +260+37.5% | Added |
| HM Payson & Co | 800 | $34.0K | 0.00% | −1,200−60.0% | Reduced |
| First Horizon Advisors, Inc. | 668 | $28.0K | 0.00% | +668 | New |
| Nisa Investment Advisors, LLC | 520 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 453 | $19.1K | 0.00% | +72+18.9% | Added |
| Agf Investments Inc. | 185 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Howe & Rusling Inc | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| The PNC Financial Services Group, Inc. | 3 | $0 | 0.00% | +3 | New |
| Berman Capital Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Eaton Vance Management | 0 | $0 | 0.00% | −196,679−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −182,897−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −38,609−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −14,904−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −14,755−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Copernicus Capital Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |