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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 25,774 | $680.0K | 0.08% | +19,662+321.7% | Added |
| Parametric Portfolio Associates LLC | 25,136 | $663.0K | 0.00% | +18,211+263.0% | Added |
| Envestnet Asset Management Inc | 23,992 | $632.0K | 0.00% | −3,485−12.7% | Reduced |
| Paloma Partners Management Co | 21,910 | $578.0K | 0.02% | +21,910 | New |
| Invesco Ltd. | 20,327 | $535.0K | 0.00% | −987−4.6% | Reduced |
| Voya Investment Management LLC | 19,576 | $516.0K | 0.00% | −198−1.0% | Reduced |
| MetLife Investment Management | 18,167 | $478.9K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 19,469 | $474.0K | 0.03% | +11,528+145.2% | Added |
| Allianz Asset Management GmbH | 16,535 | $436.0K | 0.00% | −59,023−78.1% | Reduced |
| Royal Bank of Canada | 15,162 | $400.0K | 0.00% | +8,678+133.8% | Added |
| Partners Group Holding AG | 14,863 | $392.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,909 | $366.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 13,799 | $364.0K | 0.00% | +4,809+53.5% | Added |
| Capital Fund Management S.A. | 13,603 | $358.6K | 0.01% | +13,603 | New |
| Handelsbanken Fonder AB | 12,300 | $324.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,912 | $314.0K | 0.00% | −41,444−77.7% | Reduced |
| State Board of Administration of Florida Retirement System | 11,504 | $303.0K | 0.00% | +136+1.2% | Added |
| ProShare Advisors LLC | 10,996 | $289.0K | 0.00% | +4,541+70.3% | Added |
| Baldwin Investment Management, LLC | 10,925 | $288.0K | 0.08% | +5,375+96.8% | Added |
| Clarius Group, LLC | 10,585 | $279.0K | 0.02% | +10,585 | New |
| Arizona State Retirement System | 9,781 | $258.0K | 0.00% | +991+11.3% | Added |
| Amalgamated Bank | 8,859 | $234.0K | 0.00% | −131−1.5% | Reduced |
| Truist Financial Corp | 8,663 | $228.0K | 0.00% | −998−10.3% | Reduced |
| Victory Capital Management Inc | 8,341 | $220.0K | 0.00% | −183−2.1% | Reduced |
| First Bank & Trust | 8,256 | $218.0K | 0.09% | +4,226+104.9% | Added |
| D. E. Shaw & Co., Inc. | 7,746 | $204.0K | 0.00% | +7,746 | New |
| Walleye Trading LLC | 6,046 | $159.0K | 0.00% | +6,046 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,370 | $115.0K | 0.00% | +1,474+50.9% | Added |
| 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 |
| Parallel Advisors, LLC | 3,299 | $87.0K | 0.00% | −42−1.3% | Reduced |
| Banque Cantonale Vaudoise | 2,783 | $73.0K | 0.00% | −208−7.0% | Reduced |
| Whittier Trust Co | 1,815 | $48.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,767 | $46.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,556 | $41.0K | 0.00% | −551−26.2% | Reduced |
| STRS Ohio | 1,500 | $39.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,315 | $35.0K | 0.00% | −232−15.0% | Reduced |
| 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 |
| Ensign Peak Advisors, Inc | 1,170 | $31.0K | 0.00% | +1,170 | New |
| First Horizon Advisors, Inc. | 668 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 297 | $7.83K | 0.00% | −156−34.4% | Reduced |
| 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 |
| 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 |
| Bessemer Group Inc | 83 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 67 | $2.00K | 0.00% | −6−8.2% | Reduced |
| 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 |
| 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 |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −284,838−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −231,347−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −135,076−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −59,548−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −57,598−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −55,009−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −54,637−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −37,695−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −34,482−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −26,589−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,963−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −24,425−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −16,540−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,385−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −14,353−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,427−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −11,658−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,629−100.0% | Sold out |
| Regis Management CO LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −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 |