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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Howe & Rusling Inc | 18 | $0 | 0.00% | −5−21.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | +1+7.7% | Added |
| Elequin Capital LP | 24 | $0 | 0.00% | +24 | New |
| Signaturefd, LLC | 56 | $1.00K | 0.00% | −49−46.7% | Reduced |
| Strengthening Families & Communities, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 59 | $1.00K | 0.00% | +47+391.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $1.00K | 0.00% | +37 | New |
| CWM, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Allworth Financial LP | 40 | $1.00K | 0.00% | +40 | New |
| TCWP LLC | 81 | $1.00K | 0.00% | +81 | New |
| Newbridge Financial Services Group, Inc. | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 123 | $2.00K | 0.00% | +123 | New |
| Rockefeller Capital Management L.P. | 201 | $3.00K | 0.00% | +28+16.2% | Added |
| Washington Trust Advisors, Inc. | 151 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $3.00K | 0.00% | +149+451.5% | Added |
| Tarbox Family Office, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| First Horizon Advisors, Inc. | 227 | $4.00K | 0.00% | −441−66.0% | Reduced |
| Assetmark, Inc | 221 | $4.00K | 0.00% | +221 | New |
| Blume Capital Management, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| Captrust Financial Advisors | 370 | $6.00K | 0.00% | −829−69.1% | Reduced |
| TCI Wealth Advisors, Inc. | 399 | $7.00K | 0.00% | +233+140.4% | Added |
| Covington Capital Management | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 935 | $16.0K | 0.00% | −1,848−66.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,199 | $21.0K | 0.00% | +2+0.2% | Added |
| Ensign Peak Advisors, Inc | 1,170 | $21.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,556 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,663 | $29.0K | 0.00% | +348+26.5% | Added |
| Dark Forest Capital Management LP | 1,814 | $31.0K | 0.01% | +1,814 | New |
| Whittier Trust Co | 1,848 | $32.0K | 0.00% | +33+1.8% | Added |
| Great West Life Assurance Co | 1,767 | $33.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,282 | $57.6K | 0.00% | −10,627−76.4% | Reduced |
| Citigroup Inc | 3,258 | $58.0K | 0.00% | −10,541−76.4% | Reduced |
| Parallel Advisors, LLC | 3,209 | $58.0K | 0.00% | −90−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,947 | $69.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 4,000 | $70.0K | 0.00% | +4,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $114.0K | 0.00% | +2,103+48.1% | Added |
| Amundi | 7,374 | $118.0K | 0.00% | +7,374 | New |
| Amalgamated Bank | 8,197 | $144.0K | 0.00% | −662−7.5% | Reduced |
| Amalgamated Financial Corp. | 8,197 | $144.0K | 0.00% | +8,197 | New |
| Quantamental Technologies LLC | 10,146 | $178.0K | 0.10% | +10,146 | New |
| Royal Bank of Canada | 10,763 | $189.0K | 0.00% | −4,399−29.0% | Reduced |
| Handelsbanken Fonder AB | 11,000 | $193.0K | 0.00% | −1,300−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 11,504 | $202.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,858 | $204.0K | 0.00% | +926+23.6% | Added |
| PEAK6 Investments LLC | 12,083 | $212.0K | 0.01% | −20,148−62.5% | Reduced |
| First Bank & Trust | 12,693 | $223.0K | 0.07% | +4,437+53.7% | Added |
| Tower Research Capital LLC (TRC) | 13,896 | $244.0K | 0.00% | +13,498+3,391.5% | Added |
| Clarius Group, LLC | 10,585 | $279.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 16,290 | $286.0K | 0.00% | +16,290 | New |
| Baldwin Investment Management, LLC | 17,150 | $301.0K | 0.08% | +6,225+57.0% | Added |
| Qube Research & Technologies Ltd | 17,946 | $315.0K | 0.00% | +17,946 | New |
| Raymond James & Associates | 20,152 | $354.0K | 0.00% | −44,766−69.0% | Reduced |
| Voya Investment Management LLC | 20,169 | $354.0K | 0.00% | +593+3.0% | Added |
| Manufacturers Life Insurance Company, The | 21,207 | $372.4K | 0.00% | −4,913−18.8% | Reduced |
| TD Asset Management Inc | 22,308 | $392.0K | 0.00% | −7,628−25.5% | Reduced |
| Walleye Trading LLC | 22,909 | $402.0K | 0.01% | +16,863+278.9% | Added |
| AlphaCrest Capital Management LLC | 23,451 | $412.0K | 0.02% | −42,108−64.2% | Reduced |
| Wells Fargo & Company | 24,940 | $437.0K | 0.00% | −11,551−31.7% | Reduced |
| Blair William & Co | 25,019 | $439.0K | 0.00% | −3,643−12.7% | Reduced |
| American International Group, Inc. | 25,330 | $445.0K | 0.00% | −1,424−5.3% | Reduced |
| Nisa Investment Advisors, LLC | 25,800 | $453.0K | 0.00% | +25,280+4,861.5% | Added |
| Journey Strategic Wealth LLC | 25,902 | $455.0K | 0.05% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 26,186 | $460.0K | 0.00% | −1,094,974−97.7% | Reduced |
| Holocene Advisors, LP | 26,422 | $464.0K | 0.00% | −14,180−34.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,062 | $475.0K | 0.04% | −26,843−49.8% | Reduced |
| MetLife Investment Management | 28,794 | $505.6K | 0.00% | +10,627+58.5% | Added |
| Barclays PLC | 29,177 | $511.0K | 0.00% | +29,177 | New |
| Jefferies Group LLC | 30,191 | $530.2K | 0.01% | +30,191 | New |
| Advisors Capital Management, LLC | 33,872 | $595.0K | 0.02% | −1,416−4.0% | Reduced |
| UBS Group AG | 34,269 | $602.0K | 0.00% | −26,346−43.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,325 | $603.0K | 0.00% | −500−1.4% | Reduced |
| Credit Suisse AG | 35,392 | $622.0K | 0.00% | +5,840+19.8% | Added |
| Envestnet Asset Management Inc | 35,744 | $628.0K | 0.00% | +11,752+49.0% | Added |
| New York State Common Retirement Fund | 36,322 | $638.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 39,037 | $685.0K | 0.00% | +18,710+92.0% | Added |
| Legal & General Group Plc | 39,117 | $687.0K | 0.00% | +456+1.2% | Added |
| Brinker Capital Investments, LLC | 40,209 | $706.0K | 0.01% | −1,215−2.9% | Reduced |
| Algert Global LLC | 45,183 | $793.0K | 0.05% | +45,183 | New |
| New York Life Investments Alternatives | 48,028 | $844.0K | 0.58% | +5,384+12.6% | Added |
| Bullseye Asset Management LLC | 49,900 | $876.0K | 0.40% | 00.0% | Unchanged |
| California State Teachers Retirement System | 52,061 | $914.0K | 0.00% | −5,833−10.1% | Reduced |
| Rhumbline Advisers | 52,869 | $928.0K | 0.00% | +3,312+6.7% | Added |
| Panagora Asset Management Inc | 53,643 | $942.0K | 0.01% | +53,643 | New |
| Two Sigma Investments, LP | 53,764 | $944.0K | 0.00% | −392,963−88.0% | Reduced |
| Ergoteles LLC | 55,700 | $978.0K | 0.04% | −4,449−7.4% | Reduced |
| UBS Asset Management Americas Inc | 60,564 | $1.06M | 0.00% | +12,979+27.3% | Added |
| Goldman Sachs Group Inc | 61,872 | $1.09M | 0.00% | −292,030−82.5% | Reduced |
| Engineers Gate Manager LP | 62,851 | $1.10M | 0.04% | +35,380+128.8% | Added |
| Alliancebernstein L.P. | 63,436 | $1.11M | 0.00% | +1,644+2.7% | Added |
| Vontobel Holding Ltd. | 70,038 | $1.26M | 0.01% | −2,638−3.6% | Reduced |
| Premier Fund Managers Ltd | 70,335 | $1.27M | 0.04% | +70,335 | New |
| Stifel Financial Corp | 75,297 | $1.32M | 0.00% | +31,007+70.0% | Added |
| Squarepoint Ops LLC | 75,369 | $1.32M | 0.01% | −25,713−25.4% | Reduced |
| US Bancorp | 78,351 | $1.38M | 0.00% | +1,037+1.3% | Added |
| Bridgewater Associates, LP | 79,586 | $1.40M | 0.01% | +19,074+31.5% | Added |
| Twinbeech Capital LP | 79,689 | $1.40M | 0.06% | +79,689 | New |
| Ameriprise Financial Inc | 83,328 | $1.46M | 0.00% | +1,218+1.5% | Added |