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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, Q1 2022

Institutional positions in Accolade, Inc. as of Mar 31, 2022. 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
154
−5 vs. Q4 2021
Shares held
55.2M
+678.2K (+1.2%) vs. Q4 2021
Total value
$967.9M
−$470.8M (−32.7%) vs. Q4 2021
New holders
22
60 more added
Sold out
27
49 more reduced

Compare with Q4 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 holdersQ1 2022: 154 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 heldQ1 2022: $967.9M
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, Q1 2022

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2021.

Institutions holding ACCD in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,007,733$87.9M0.00%−32,417−0.6%Reduced
ARK Investment Management LLCSuperinvestorARK Invest4,851,074$85.2M0.36%−178,074−3.5%Reduced
Brown Advisory Inc4,262,010$74.8M0.11%+2,187,588+105.5%Added
AH Equity Partners IV (Parallel), L.L.C.3,779,620$66.4M78.36%00.0%Unchanged
BlackRock Inc.3,730,360$65.5M0.00%+241,048+6.9%Added
JPMorgan Chase & Co3,590,721$63.1M0.01%+675,881+23.2%Added
Bellevue Group AG3,381,507$59.4M0.69%+660,132+24.3%Added
Janus Henderson Group PLC2,087,938$36.7M0.02%−188,936−8.3%Reduced
Wellington Management Group LLP1,685,812$29.6M0.01%−828,851−33.0%Reduced
AH Equity Partners IV, L.L.C.1,619,088$28.4M57.26%00.0%Unchanged
Rock Springs Capital Management LP1,505,000$26.4M0.67%+308,000+25.7%Added
Millennium Management LLC1,286,660$22.6M0.03%+724,989+129.1%Added
GGV Capital LLC1,140,835$20.0M2.78%−236,152−17.1%Reduced
State Street Corp1,138,870$20.0M0.00%+112,898+11.0%Added
Bamco Inc1,014,547$17.8M0.04%+152,000+17.6%Added
Franklin Resources Inc975,738$17.1M0.01%+255,259+35.4%Added
Geode Capital Management, LLC945,428$16.6M0.00%−7,496−0.8%Reduced
Price T Rowe Associates Inc802,456$14.1M0.00%+2,756+0.3%Added
Jennison Associates LLC721,114$12.7M0.01%+68,029+10.4%Added
Morgan Stanley566,159$9.94M0.00%+58,301+11.5%Added
Northern Trust Corp485,632$8.53M0.00%−14,355−2.9%Reduced
Renaissance Technologies LLC450,500$7.91M0.01%−55,400−11.0%Reduced
Silvercrest Asset Management Group LLC440,924$7.74M0.05%+89,627+25.5%Added
Principal Financial Group Inc437,758$7.69M0.00%+28,028+6.8%Added
Bank of America Corp420,190$7.38M0.00%−177,879−29.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.415,898$7.30M0.00%−31,239−7.0%Reduced
Nikko Asset Management Americas, Inc.415,898$7.28M0.05%−31,239−7.0%Reduced
Nuveen Asset Management, LLC463,857$7.27M0.00%+261,454+129.2%Added
Charles Schwab Investment Management Inc406,772$7.14M0.00%+10,627+2.7%Added
Cross Creek Advisors, LLC357,607$6.28M10.31%00.0%Unchanged
Deutsche Bank AG331,368$5.82M0.00%−83,655−20.2%Reduced
Perceptive Advisors LLC330,682$5.81M0.12%+101,908+44.5%Added
FMR LLC329,339$5.78M0.00%+154,061+87.9%Added
Lazard Asset Management LLC317,408$5.57M0.01%+75,729+31.3%Added
Norges Bank312,983$5.50M0.00%00.0%Unchanged
Eaton Vance Management267,242$4.69M0.01%00.0%Unchanged
Citadel Advisors LLC266,047$4.67M0.01%−242,915−47.7%Reduced
Bank of New York Mellon Corp211,417$3.71M0.00%−4,885−2.3%Reduced
Advantage Alpha Capital Partners LP206,248$3.62M0.54%−7,360−3.4%Reduced
Rhenman & Partners Asset Management AB200,000$3.51M0.35%−10,000−4.8%Reduced
Essex Investment Management Co LLC181,093$3.18M0.40%+99,481+121.9%Added
Osterweis Capital Management Inc165,689$2.91M0.16%+85,489+106.6%Added
Tudor Investment Corp Et Al158,117$2.78M0.07%+5,246+3.4%Added
Avidian Wealth Solutions, LLC156,899$2.75M0.17%+45,908+41.4%Added
Equitable Trust Co155,020$2.72M0.17%00.0%Unchanged
Jane Street Group, LLC147,255$2.59M0.00%+85,773+139.5%Added
Prosight Management, LP124,393$2.18M1.54%+74,393+148.8%Added
Two Sigma Advisers, LP123,800$2.17M0.01%−89,100−41.9%Reduced
Founders Circle Capital LLC99,999$1.76M0.77%00.0%Unchanged
Capital Fund Management S.A.94,932$1.67M0.04%+81,329+597.9%Added
Cubist Systematic Strategies, LLC90,048$1.58M0.01%+58,142+182.2%Added
Parametric Portfolio Associates LLC86,858$1.52M0.00%+61,722+245.6%Added
Swiss National Bank86,600$1.52M0.00%+6,600+8.3%Added
Man Group plc86,148$1.51M0.01%+49,044+132.2%Added
Ameriprise Financial Inc83,328$1.46M0.00%+1,218+1.5%Added
Twinbeech Capital LP79,689$1.40M0.06%+79,689New
Bridgewater Associates, LP79,586$1.40M0.01%+19,074+31.5%Added
US Bancorp78,351$1.38M0.00%+1,037+1.3%Added
Squarepoint Ops LLC75,369$1.32M0.01%−25,713−25.4%Reduced
Stifel Financial Corp75,297$1.32M0.00%+31,007+70.0%Added
Premier Fund Managers Ltd70,335$1.27M0.04%+70,335New
Vontobel Holding Ltd.70,038$1.26M0.01%−2,638−3.6%Reduced
Alliancebernstein L.P.63,436$1.11M0.00%+1,644+2.7%Added
Engineers Gate Manager LP62,851$1.10M0.04%+35,380+128.8%Added
Goldman Sachs Group Inc61,872$1.09M0.00%−292,030−82.5%Reduced
UBS Asset Management Americas Inc60,564$1.06M0.00%+12,979+27.3%Added
Ergoteles LLC55,700$978.0K0.04%−4,449−7.4%Reduced
Two Sigma Investments, LP53,764$944.0K0.00%−392,963−88.0%Reduced
Panagora Asset Management Inc53,643$942.0K0.01%+53,643New
Rhumbline Advisers52,869$928.0K0.00%+3,312+6.7%Added
California State Teachers Retirement System52,061$914.0K0.00%−5,833−10.1%Reduced
Bullseye Asset Management LLC49,900$876.0K0.40%00.0%Unchanged
New York Life Investments Alternatives48,028$844.0K0.58%+5,384+12.6%Added
Algert Global LLC45,183$793.0K0.05%+45,183New
Brinker Capital Investments, LLC40,209$706.0K0.01%−1,215−2.9%Reduced
Legal & General Group Plc39,117$687.0K0.00%+456+1.2%Added
Invesco Ltd.39,037$685.0K0.00%+18,710+92.0%Added
New York State Common Retirement Fund36,322$638.0K0.00%00.0%Unchanged
Envestnet Asset Management Inc35,744$628.0K0.00%+11,752+49.0%Added
Credit Suisse AG35,392$622.0K0.00%+5,840+19.8%Added
Raymond James Financial Services Advisors, Inc.34,325$603.0K0.00%−500−1.4%Reduced
UBS Group AG34,269$602.0K0.00%−26,346−43.5%Reduced
Advisors Capital Management, LLC33,872$595.0K0.02%−1,416−4.0%Reduced
Jefferies Group LLC30,191$530.2K0.01%+30,191New
Barclays PLC29,177$511.0K0.00%+29,177New
MetLife Investment Management28,794$505.6K0.00%+10,627+58.5%Added
Knights of Columbus Asset Advisors LLC27,062$475.0K0.04%−26,843−49.8%Reduced
Holocene Advisors, LP26,422$464.0K0.00%−14,180−34.9%Reduced
Select Equity Group, L.P.26,186$460.0K0.00%−1,094,974−97.7%Reduced
Journey Strategic Wealth LLC25,902$455.0K0.05%00.0%Unchanged
Nisa Investment Advisors, LLC25,800$453.0K0.00%+25,280+4,861.5%Added
American International Group, Inc.25,330$445.0K0.00%−1,424−5.3%Reduced
Blair William & Co25,019$439.0K0.00%−3,643−12.7%Reduced
Wells Fargo & Company24,940$437.0K0.00%−11,551−31.7%Reduced
AlphaCrest Capital Management LLC23,451$412.0K0.02%−42,108−64.2%Reduced
Walleye Trading LLC22,909$402.0K0.01%+16,863+278.9%Added
TD Asset Management Inc22,308$392.0K0.00%−7,628−25.5%Reduced
Manufacturers Life Insurance Company, The21,207$372.4K0.00%−4,913−18.8%Reduced
Raymond James & Associates20,152$354.0K0.00%−44,766−69.0%Reduced
Voya Investment Management LLC20,169$354.0K0.00%+593+3.0%Added