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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, 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.

Institutional holdersQ4 2021: 159 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 heldQ4 2021: $1.44B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2021.

Institutions holding ACCD in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Swiss National Bank80,000$2.11M0.00%+9,000+12.7%Added
Osterweis Capital Management Inc80,200$2.11M0.11%−108,790−57.6%Reduced
Essex Investment Management Co LLC81,612$2.15M0.25%−29,842−26.8%Reduced
Ameriprise Financial Inc82,110$2.16M0.00%−437,355−84.2%Reduced
Founders Circle Capital LLC99,999$2.64M0.74%−132,802−57.0%Reduced
Squarepoint Ops LLC101,082$2.67M0.01%+48,859+93.6%Added
DekaBank Deutsche Girozentrale105,500$2.71M0.01%+57,200+118.4%Added
Avidian Wealth Solutions, LLC110,991$2.93M0.18%+28,103+33.9%Added
Beacon Pointe Advisors, LLC115,177$3.04M0.08%+115,177New
Pentwater Capital Management LP122,500$3.23M0.05%+20,000+19.5%Added
Tudor Investment Corp Et Al152,871$4.03M0.08%+76,753+100.8%Added
Equitable Trust Co155,020$4.09M0.25%+155,020New
FMR LLC175,278$4.62M0.00%+254+0.1%Added
Jasper Ridge Partners, L.P.182,098$4.80M0.18%00.0%Unchanged
Nuveen Asset Management, LLC202,403$5.34M0.00%−9,648−4.5%Reduced
Rhenman & Partners Asset Management AB210,000$5.52M0.37%−115,000−35.4%Reduced
Two Sigma Advisers, LP212,900$5.61M0.01%+156,200+275.5%Added
Advantage Alpha Capital Partners LP213,608$5.63M0.80%+82,388+62.8%Added
Bank of New York Mellon Corp216,302$5.70M0.00%+4,092+1.9%Added
Perceptive Advisors LLC228,774$6.03M0.09%−51,000−18.2%Reduced
Lazard Asset Management LLC241,679$6.37M0.01%+148,973+160.7%Added
Eaton Vance Management267,242$7.04M0.01%+267,242New
Norges Bank312,983$8.25M0.00%+159,163+103.5%Added
Nikko Asset Management Americas, Inc.447,137$8.94M0.05%−18,346−3.9%Reduced
Silvercrest Asset Management Group LLC351,297$9.26M0.06%−2,183−0.6%Reduced
Goldman Sachs Group Inc353,902$9.33M0.00%−97,312−21.6%Reduced
Charles Schwab Investment Management Inc396,145$10.4M0.00%+11,934+3.1%Added
Principal Financial Group Inc409,730$10.8M0.01%+18,018+4.6%Added
Deutsche Bank AG415,023$10.9M0.00%−73,624−15.1%Reduced
Two Sigma Investments, LP446,727$11.8M0.03%+129,069+40.6%Added
Sumitomo Mitsui Trust Holdings, Inc.447,137$11.8M0.01%−18,346−3.9%Reduced
Marshall Wace, LLP479,378$12.6M0.03%+434,898+977.7%Added
Northern Trust Corp499,987$13.2M0.00%+1,369+0.3%Added
Renaissance Technologies LLC505,900$13.3M0.02%+440,200+670.0%Added
Morgan Stanley507,858$13.4M0.00%−14,451−2.8%Reduced
Citadel Advisors LLC508,962$13.4M0.01%+357,627+236.3%Added
Millennium Management LLC561,671$14.8M0.02%+385,223+218.3%Added
Cross Creek Advisors, LLC357,607$15.1M12.78%+357,607New
Bank of America Corp598,069$15.8M0.00%+158,710+36.1%Added
Jennison Associates LLC653,085$17.2M0.01%−269,687−29.2%Reduced
Franklin Resources Inc720,479$19.0M0.01%−164,725−18.6%Reduced
Price T Rowe Associates Inc799,700$21.1M0.00%−528,423−39.8%Reduced
Bamco Inc862,547$22.7M0.05%+507,333+142.8%Added
Geode Capital Management, LLC952,924$25.1M0.00%+44,705+4.9%Added
State Street Corp1,025,972$27.0M0.00%+25,484+2.5%Added
Durable Capital Partners LP1,057,390$27.9M0.22%−192,939−15.4%Reduced
Select Equity Group, L.P.1,121,160$29.6M0.09%−1,818,705−61.9%Reduced
Rock Springs Capital Management LP1,197,000$31.6M0.73%+274,000+29.7%Added
GGV Capital LLC1,376,987$36.3M3.00%+1,376,987New
AH Equity Partners IV, L.L.C.1,619,088$42.7M69.04%+1,619,088New
Brown Advisory Inc2,074,422$54.7M0.07%+737,956+55.2%Added
Janus Henderson Group PLC2,276,874$60.0M0.03%+409,866+22.0%Added
Wellington Management Group LLP2,514,663$66.3M0.01%+577,727+29.8%Added
Bellevue Group AG2,721,375$71.7M0.74%+861,172+46.3%Added
JPMorgan Chase & Co2,914,840$76.8M0.01%+1,615,620+124.4%Added
BlackRock Inc.3,489,312$92.0M0.00%+198,564+6.0%Added
AH Equity Partners IV (Parallel), L.L.C.3,779,620$99.6M84.49%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest5,029,148$132.6M0.40%−202,348−3.9%Reduced
Vanguard Group Inc5,040,150$132.9M0.00%+123,251+2.5%Added
Pictet Asset Management SA0$00.00%−284,838−100.0%Sold out
Next Century Growth Investors LLC0$00.00%−231,347−100.0%Sold out
Sectoral Asset Management Inc0$00.00%−210,000−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−135,076−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−74,000−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−59,548−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−57,598−100.0%Sold out
Woodline Partners LP0$00.00%−55,009−100.0%Sold out
PDT Partners, LLC0$00.00%−54,637−100.0%Sold out
Prudential Financial Inc0$00.00%−37,695−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−34,482−100.0%Sold out
Cinctive Capital Management LP0$00.00%−26,589−100.0%Sold out
Twinbeech Capital LP0$00.00%−24,963−100.0%Sold out
AE Wealth Management LLC0$00.00%−24,425−100.0%Sold out
TownSquare Capital, LLC0$00.00%−16,540−100.0%Sold out
SG Americas Securities, LLC0$00.00%−16,385−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−14,353−100.0%Sold out
Winton Group Ltd0$00.00%−13,427−100.0%Sold out
Calamos Advisors LLC0$00.00%−11,658−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,629−100.0%Sold out
Regis Management CO LLC0$00.00%−5,691−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−5,187−100.0%Sold out
Joel Isaacson & Co., LLC0$00.00%−5,004−100.0%Sold out
Group One Trading, L.P.0$00.00%−3,185−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,706−100.0%Sold out
HM Payson & Co0$00.00%−800−100.0%Sold out
Agf Investments Inc.0$00.00%−185−100.0%Sold out
Manchester Capital Management LLC0$00.00%−87−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−82−100.0%Sold out
Springowl Associates LLC––––Not filed
Provenire Capital, LLC––––Not filed
Marshall Wace North America L.P.––––Not filed
Berman Capital Advisors, LLC––––Not filed