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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 17,946 | $315.0K | 0.00% | +17,946 | New |
| Baldwin Investment Management, LLC | 17,150 | $301.0K | 0.08% | +6,225+57.0% | Added |
| Point72 Asset Management, L.P. | 16,290 | $286.0K | 0.00% | +16,290 | New |
| Clarius Group, LLC | 10,585 | $279.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,896 | $244.0K | 0.00% | +13,498+3,391.5% | Added |
| First Bank & Trust | 12,693 | $223.0K | 0.07% | +4,437+53.7% | Added |
| PEAK6 Investments LLC | 12,083 | $212.0K | 0.01% | −20,148−62.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,858 | $204.0K | 0.00% | +926+23.6% | Added |
| State Board of Administration of Florida Retirement System | 11,504 | $202.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,000 | $193.0K | 0.00% | −1,300−10.6% | Reduced |
| Royal Bank of Canada | 10,763 | $189.0K | 0.00% | −4,399−29.0% | Reduced |
| Quantamental Technologies LLC | 10,146 | $178.0K | 0.10% | +10,146 | 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 |
| Amundi | 7,374 | $118.0K | 0.00% | +7,374 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $114.0K | 0.00% | +2,103+48.1% | Added |
| Caption Management, LLC | 4,000 | $70.0K | 0.00% | +4,000 | New |
| Ameritas Investment Partners, Inc. | 3,947 | $69.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 3,282 | $57.6K | 0.00% | −10,627−76.4% | Reduced |
| Great West Life Assurance Co | 1,767 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,848 | $32.0K | 0.00% | +33+1.8% | Added |
| Dark Forest Capital Management LP | 1,814 | $31.0K | 0.01% | +1,814 | New |
| FourThought Financial, LLC | 1,663 | $29.0K | 0.00% | +348+26.5% | Added |
| Macquarie Group Ltd | 1,556 | $27.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,500 | $26.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Banque Cantonale Vaudoise | 935 | $16.0K | 0.00% | −1,848−66.4% | Reduced |
| Covington Capital Management | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 399 | $7.00K | 0.00% | +233+140.4% | Added |
| Captrust Financial Advisors | 370 | $6.00K | 0.00% | −829−69.1% | Reduced |
| Blume Capital Management, Inc. | 300 | $5.00K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 227 | $4.00K | 0.00% | −441−66.0% | Reduced |
| Assetmark, Inc | 221 | $4.00K | 0.00% | +221 | 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 |
| Newbridge Financial Services Group, Inc. | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 123 | $2.00K | 0.00% | +123 | 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 |
| 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 |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −1,057,390−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −479,378−100.0% | Sold out |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −182,098−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −122,500−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −115,177−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −105,500−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −53,248−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,734−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,284−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −33,856−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −31,300−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −31,099−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −27,492−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,774−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,910−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,469−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −16,535−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −14,863−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,912−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,996−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −9,781−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −8,663−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −7,746−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −22−100.0% | Sold out |