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, Q4 2021
Institutional positions in Accolade, Inc. as of Dec 31, 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
- 159
- −4 vs. Q3 2021
- Shares held
- 54.5M
- +6.35M (+13.2%) vs. Q3 2021
- Total value
- $1.44B
- −$591.4M (−29.1%) vs. Q3 2021
- New holders
- 25
- 64 more added
- Sold out
- 29
- 51 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $0 | 0.00% | +12 | New |
| Covestor Ltd | 13 | $0 | 0.00% | +13 | New |
| Howe & Rusling Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | +22 | New |
| Quadrant Capital Group LLC | 33 | $1.00K | 0.00% | +33 | New |
| Bessemer Group Inc | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 67 | $2.00K | 0.00% | −6−8.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 105 | $3.00K | 0.00% | +1+1.0% | Added |
| Strengthening Families & Communities, LLC | 50 | $3.00K | 0.00% | +50 | New |
| TCI Wealth Advisors, Inc. | 166 | $4.00K | 0.00% | +56+50.9% | Added |
| Rockefeller Capital Management L.P. | 173 | $4.00K | 0.00% | +73+73.0% | Added |
| Washington Trust Advisors, Inc. | 151 | $4.00K | 0.00% | +151 | New |
| American Portfolios Advisors | 297 | $7.83K | 0.00% | −156−34.4% | Reduced |
| Tower Research Capital LLC (TRC) | 398 | $10.0K | 0.00% | −2,094−84.0% | Reduced |
| Nisa Investment Advisors, LLC | 520 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 668 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,170 | $31.0K | 0.00% | +1,170 | New |
| Captrust Financial Advisors | 1,199 | $32.0K | 0.00% | −971−44.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,197 | $32.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,315 | $35.0K | 0.00% | −232−15.0% | Reduced |
| STRS Ohio | 1,500 | $39.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,556 | $41.0K | 0.00% | −551−26.2% | Reduced |
| Great West Life Assurance Co | 1,767 | $46.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $48.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,783 | $73.0K | 0.00% | −208−7.0% | Reduced |
| Parallel Advisors, LLC | 3,299 | $87.0K | 0.00% | −42−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 3,932 | $104.0K | 0.00% | −1,163−22.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,947 | $104.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,370 | $115.0K | 0.00% | +1,474+50.9% | Added |
| Walleye Trading LLC | 6,046 | $159.0K | 0.00% | +6,046 | New |
| D. E. Shaw & Co., Inc. | 7,746 | $204.0K | 0.00% | +7,746 | New |
| First Bank & Trust | 8,256 | $218.0K | 0.09% | +4,226+104.9% | Added |
| Victory Capital Management Inc | 8,341 | $220.0K | 0.00% | −183−2.1% | Reduced |
| Truist Financial Corp | 8,663 | $228.0K | 0.00% | −998−10.3% | Reduced |
| Amalgamated Bank | 8,859 | $234.0K | 0.00% | −131−1.5% | Reduced |
| Arizona State Retirement System | 9,781 | $258.0K | 0.00% | +991+11.3% | Added |
| Clarius Group, LLC | 10,585 | $279.0K | 0.02% | +10,585 | New |
| Baldwin Investment Management, LLC | 10,925 | $288.0K | 0.08% | +5,375+96.8% | Added |
| ProShare Advisors LLC | 10,996 | $289.0K | 0.00% | +4,541+70.3% | Added |
| State Board of Administration of Florida Retirement System | 11,504 | $303.0K | 0.00% | +136+1.2% | Added |
| First Trust Advisors LP | 11,912 | $314.0K | 0.00% | −41,444−77.7% | Reduced |
| Handelsbanken Fonder AB | 12,300 | $324.0K | 0.00% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 13,603 | $358.6K | 0.01% | +13,603 | New |
| Citigroup Inc | 13,799 | $364.0K | 0.00% | +4,809+53.5% | Added |
| Metropolitan Life Insurance Co | 13,909 | $366.6K | 0.00% | 00.0% | Unchanged |
| Partners Group Holding AG | 14,863 | $392.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 15,162 | $400.0K | 0.00% | +8,678+133.8% | Added |
| Allianz Asset Management GmbH | 16,535 | $436.0K | 0.00% | −59,023−78.1% | Reduced |
| Aigen Investment Management, LP | 19,469 | $474.0K | 0.03% | +11,528+145.2% | Added |
| MetLife Investment Management | 18,167 | $478.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,576 | $516.0K | 0.00% | −198−1.0% | Reduced |
| Invesco Ltd. | 20,327 | $535.0K | 0.00% | −987−4.6% | Reduced |
| Paloma Partners Management Co | 21,910 | $578.0K | 0.02% | +21,910 | New |
| Envestnet Asset Management Inc | 23,992 | $632.0K | 0.00% | −3,485−12.7% | Reduced |
| Parametric Portfolio Associates LLC | 25,136 | $663.0K | 0.00% | +18,211+263.0% | Added |
| Dynamic Technology Lab Private Ltd | 25,774 | $680.0K | 0.08% | +19,662+321.7% | Added |
| Journey Strategic Wealth LLC | 25,902 | $683.0K | 0.07% | +25,902 | New |
| Manufacturers Life Insurance Company, The | 26,120 | $689.0K | 0.00% | +898+3.6% | Added |
| American International Group, Inc. | 26,754 | $705.0K | 0.00% | −800−2.9% | Reduced |
| Engineers Gate Manager LP | 27,471 | $724.0K | 0.03% | −5,354−16.3% | Reduced |
| Voloridge Investment Management, LLC | 27,492 | $725.0K | 0.00% | −85,129−75.6% | Reduced |
| Blair William & Co | 28,662 | $756.0K | 0.00% | −24,074−45.7% | Reduced |
| Credit Suisse AG | 29,552 | $780.0K | 0.00% | +5,275+21.7% | Added |
| TD Asset Management Inc | 29,936 | $789.0K | 0.00% | −23,546−44.0% | Reduced |
| Susquehanna International Group, LLP | 31,099 | $820.0K | 0.00% | +31,099 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 31,300 | $825.0K | 0.00% | +31,300 | New |
| Cubist Systematic Strategies, LLC | 31,906 | $841.0K | 0.01% | +8,332+35.3% | Added |
| PEAK6 Investments LLC | 32,231 | $850.0K | 0.02% | +25,301+365.1% | Added |
| Jump Financial, LLC | 33,856 | $892.0K | 0.06% | +23,540+228.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 34,825 | $918.0K | 0.00% | +503+1.5% | Added |
| Advisors Capital Management, LLC | 35,288 | $930.0K | 0.03% | +1,827+5.5% | Added |
| Quantbot Technologies LP | 36,284 | $956.0K | 0.08% | +13,813+61.5% | Added |
| New York State Common Retirement Fund | 36,322 | $957.0K | 0.00% | −120−0.3% | Reduced |
| Wells Fargo & Company | 36,491 | $962.0K | 0.00% | −300,824−89.2% | Reduced |
| Man Group plc | 37,104 | $978.0K | 0.00% | +8,421+29.4% | Added |
| Legal & General Group Plc | 38,661 | $1.02M | 0.00% | +646+1.7% | Added |
| ExodusPoint Capital Management, LP | 39,734 | $1.05M | 0.01% | +30,727+341.1% | Added |
| Holocene Advisors, LP | 40,602 | $1.07M | 0.01% | +40,602 | New |
| Brinker Capital Investments, LLC | 41,424 | $1.09M | 0.02% | −43,644−51.3% | Reduced |
| New York Life Investments Alternatives | 42,644 | $1.12M | 0.75% | −3,770−8.1% | Reduced |
| Stifel Financial Corp | 44,290 | $1.17M | 0.00% | +18,580+72.3% | Added |
| UBS Asset Management Americas Inc | 47,585 | $1.25M | 0.00% | +8,988+23.3% | Added |
| Bullseye Asset Management LLC | 49,900 | $1.30M | 0.52% | 00.0% | Unchanged |
| Rhumbline Advisers | 49,557 | $1.31M | 0.00% | −810−1.6% | Reduced |
| Prosight Management, LP | 50,000 | $1.32M | 0.88% | −47,988−49.0% | Reduced |
| HRT Financial LP | 53,248 | $1.40M | 0.01% | +53,248 | New |
| Knights of Columbus Asset Advisors LLC | 53,905 | $1.42M | 0.11% | +945+1.8% | Added |
| California State Teachers Retirement System | 57,894 | $1.53M | 0.00% | +4,239+7.9% | Added |
| Ergoteles LLC | 60,149 | $1.59M | 0.06% | +60,149 | New |
| Bridgewater Associates, LP | 60,512 | $1.59M | 0.01% | −760−1.2% | Reduced |
| UBS Group AG | 60,615 | $1.60M | 0.00% | +30,665+102.4% | Added |
| Jane Street Group, LLC | 61,482 | $1.62M | 0.00% | +47,395+336.4% | Added |
| Alliancebernstein L.P. | 61,792 | $1.63M | 0.00% | −10,917−15.0% | Reduced |
| Raymond James & Associates | 64,918 | $1.71M | 0.00% | −3,820−5.6% | Reduced |
| AlphaCrest Capital Management LLC | 65,559 | $1.73M | 0.06% | +65,559 | New |
| Vontobel Holding Ltd. | 72,676 | $1.91M | 0.02% | −33,883−31.8% | Reduced |
| US Bancorp | 77,314 | $2.04M | 0.00% | +76,360+8,004.2% | Added |