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, Q2 2022
Institutional positions in Accolade, Inc. as of Jun 30, 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
- 159
- +7 vs. Q1 2022
- Shares held
- 56.4M
- +1.39M (+2.5%) vs. Q1 2022
- Total value
- $413.0M
- −$553.3M (−57.3%) vs. Q1 2022
- New holders
- 39
- 64 more added
- Sold out
- 32
- 34 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 19 | $0 | 0.00% | −5−20.8% | Reduced |
| Covestor Ltd | 17 | $0 | 0.00% | +3+21.4% | Added |
| Massmutual Trust Co FSB | 24 | $0 | 0.00% | +24 | New |
| Versant Capital Management, Inc | 40 | $0 | 0.00% | +40 | New |
| Franklin Resources Inc | 183 | $1.00K | 0.00% | −975,555−100.0% | Reduced |
| Quadrant Capital Group LLC | 131 | $1.00K | 0.00% | −51−28.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $1.00K | 0.00% | +24+42.9% | Added |
| Strengthening Families & Communities, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 122 | $1.00K | 0.00% | +119+3,966.7% | Added |
| Glassman Wealth Services | 101 | $1.00K | 0.00% | +101 | New |
| Ronald Blue Trust, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 294 | $2.00K | 0.00% | +294 | New |
| Assetmark, Inc | 421 | $3.00K | 0.00% | +200+90.5% | Added |
| Lindbrook Capital, LLC | 471 | $3.00K | 0.00% | +412+698.3% | Added |
| Leonteq Securities AG | 468 | $3.46K | 0.00% | +468 | New |
| Covington Capital Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 547 | $4.00K | 0.00% | +148+37.1% | Added |
| First Horizon Advisors, Inc. | 792 | $5.00K | 0.00% | +565+248.9% | Added |
| Essex Investment Management Co LLC | 970 | $7.00K | 0.00% | −180,123−99.5% | Reduced |
| Banque Cantonale Vaudoise | 1,022 | $8.00K | 0.00% | +87+9.3% | Added |
| Captrust Financial Advisors | 1,108 | $8.00K | 0.00% | +738+199.5% | Added |
| State of Wyoming | 1,091 | $8.00K | 0.00% | +1,091 | New |
| Ensign Peak Advisors, Inc | 1,170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,197 | $9.00K | 0.00% | −2−0.2% | Reduced |
| CX Institutional | 1,500 | $11.0K | 0.00% | +1,500 | New |
| Macquarie Group Ltd | 1,556 | $12.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,767 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $13.0K | 0.00% | −33−1.8% | Reduced |
| Dark Forest Capital Management LP | 1,823 | $13.0K | 0.00% | +9+0.5% | Added |
| FMR LLC | 3,011 | $22.0K | 0.00% | −326,328−99.1% | Reduced |
| Royal Bank of Canada | 3,091 | $23.0K | 0.00% | −7,672−71.3% | Reduced |
| CWM, LLC | 3,196 | $24.0K | 0.00% | +3,150+6,847.8% | Added |
| Metropolitan Life Insurance Co | 3,282 | $24.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,600 | $27.0K | 0.00% | −22,200−86.0% | Reduced |
| PEAK6 Investments LLC | 2,106 | $28.4K | 0.00% | −9,977−82.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,947 | $29.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,100 | $30.0K | 0.00% | +3,899+1,939.8% | Added |
| Cutler Group LP | 4,099 | $30.0K | 0.00% | +4,099 | New |
| Advisor Group Holdings, Inc. | 5,411 | $42.0K | 0.00% | +553+11.4% | Added |
| Citigroup Inc | 5,744 | $43.0K | 0.00% | +2,486+76.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $48.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 7,419 | $55.0K | 0.00% | −778−9.5% | Reduced |
| Group One Trading, L.P. | 8,462 | $63.0K | 0.00% | +8,462 | New |
| Parallel Advisors, LLC | 8,714 | $64.0K | 0.00% | +5,505+171.5% | Added |
| Simplex Trading, LLC | 9,104 | $67.0K | 0.00% | +9,104 | New |
| Walleye Trading LLC | 9,354 | $69.0K | 0.00% | −13,555−59.2% | Reduced |
| Amundi | 7,374 | $70.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,715 | $72.0K | 0.00% | −24,554−71.7% | Reduced |
| Caption Management, LLC | 10,000 | $74.0K | 0.01% | +6,000+150.0% | Added |
| First Republic Investment Management, Inc. | 10,185 | $75.0K | 0.00% | +10,185 | New |
| Clarius Group, LLC | 10,585 | $78.0K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,000 | $81.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,172 | $83.0K | 0.00% | −2,724−19.6% | Reduced |
| State Board of Administration of Florida Retirement System | 11,524 | $85.0K | 0.00% | +20+0.2% | Added |
| Quantamental Technologies LLC | 11,926 | $88.0K | 0.04% | +1,780+17.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,351 | $99.0K | 0.02% | +13,351 | New |
| Wells Fargo & Company | 13,521 | $101.0K | 0.00% | −11,419−45.8% | Reduced |
| Prudential Financial Inc | 13,953 | $103.0K | 0.00% | +13,953 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,547 | $108.0K | 0.00% | +14,547 | New |
| Arizona State Retirement System | 15,424 | $114.0K | 0.00% | +15,424 | New |
| Atom Investors LP | 16,593 | $123.0K | 0.05% | +16,593 | New |
| Citadel Advisors LLC | 17,220 | $128.0K | 0.00% | −248,827−93.5% | Reduced |
| Price T Rowe Associates Inc | 17,673 | $131.0K | 0.00% | −784,783−97.8% | Reduced |
| STRS Ohio | 18,300 | $135.0K | 0.00% | +16,800+1,120.0% | Added |
| SG Americas Securities, LLC | 19,040 | $141.0K | 0.00% | +19,040 | New |
| Marshall Wace, LLP | 19,775 | $146.0K | 0.00% | +19,775 | New |
| Walleye Capital LLC | 21,420 | $159.0K | 0.00% | +21,420 | New |
| Voya Investment Management LLC | 21,895 | $162.0K | 0.00% | +1,726+8.6% | Added |
| Raymond James & Associates | 22,126 | $164.0K | 0.00% | +1,974+9.8% | Added |
| AQR Capital Management LLC | 22,852 | $169.0K | 0.00% | +22,852 | New |
| Manufacturers Life Insurance Company, The | 24,394 | $180.5K | 0.00% | +3,187+15.0% | Added |
| Envestnet Asset Management Inc | 24,681 | $183.0K | 0.00% | −11,063−31.0% | Reduced |
| Journey Strategic Wealth LLC | 25,902 | $192.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,881 | $192.0K | 0.00% | +25,881 | New |
| Knights of Columbus Asset Advisors LLC | 27,062 | $200.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 27,190 | $201.0K | 0.00% | +2,171+8.7% | Added |
| American International Group, Inc. | 27,333 | $202.0K | 0.00% | +2,003+7.9% | Added |
| Barclays PLC | 27,562 | $204.0K | 0.00% | −1,615−5.5% | Reduced |
| Panagora Asset Management Inc | 28,653 | $212.0K | 0.00% | −24,990−46.6% | Reduced |
| MetLife Investment Management | 28,794 | $213.1K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 31,625 | $234.0K | 0.08% | +18,932+149.2% | Added |
| New York State Common Retirement Fund | 36,248 | $268.0K | 0.00% | −74−0.2% | Reduced |
| Quantbot Technologies LP | 36,552 | $270.0K | 0.02% | +36,552 | New |
| New York Life Investments Alternatives | 38,883 | $288.0K | 0.26% | −9,145−19.0% | Reduced |
| Credit Suisse AG | 39,252 | $291.0K | 0.00% | +3,860+10.9% | Added |
| Jane Street Group, LLC | 39,574 | $293.0K | 0.00% | −107,681−73.1% | Reduced |
| Wolverine Asset Management LLC | 39,937 | $295.0K | 0.00% | +39,937 | New |
| Jefferies Group LLC | 41,410 | $306.4K | 0.01% | +11,219+37.2% | Added |
| Legal & General Group Plc | 43,012 | $319.0K | 0.00% | +3,895+10.0% | Added |
| Invesco Ltd. | 43,090 | $320.0K | 0.00% | +4,053+10.4% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $321.0K | 0.12% | +43,400 | New |
| Advisors Capital Management, LLC | 45,597 | $337.0K | 0.01% | +11,725+34.6% | Added |
| Cubist Systematic Strategies, LLC | 49,069 | $363.0K | 0.00% | −40,979−45.5% | Reduced |
| Gsa Capital Partners LLP | 56,138 | $415.0K | 0.06% | +56,138 | New |
| Revelation Capital Management, LLC | 58,050 | $430.0K | 6.08% | +58,050 | New |
| UBS Asset Management Americas Inc | 58,944 | $436.2K | 0.00% | −1,620−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 59,548 | $441.0K | 0.02% | +59,548 | New |
| Boulder Hill Capital Management LP | 61,800 | $457.0K | 0.52% | +61,800 | New |