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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 13,521 | $101.0K | 0.00% | −11,419−45.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,351 | $99.0K | 0.02% | +13,351 | New |
| Quantamental Technologies LLC | 11,926 | $88.0K | 0.04% | +1,780+17.5% | Added |
| State Board of Administration of Florida Retirement System | 11,524 | $85.0K | 0.00% | +20+0.2% | Added |
| Tower Research Capital LLC (TRC) | 11,172 | $83.0K | 0.00% | −2,724−19.6% | Reduced |
| Handelsbanken Fonder AB | 11,000 | $81.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 10,585 | $78.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,185 | $75.0K | 0.00% | +10,185 | New |
| Caption Management, LLC | 10,000 | $74.0K | 0.01% | +6,000+150.0% | Added |
| UBS Group AG | 9,715 | $72.0K | 0.00% | −24,554−71.7% | Reduced |
| Amundi | 7,374 | $70.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,354 | $69.0K | 0.00% | −13,555−59.2% | Reduced |
| Simplex Trading, LLC | 9,104 | $67.0K | 0.00% | +9,104 | New |
| Parallel Advisors, LLC | 8,714 | $64.0K | 0.00% | +5,505+171.5% | Added |
| Group One Trading, L.P. | 8,462 | $63.0K | 0.00% | +8,462 | New |
| Amalgamated Bank | 7,419 | $55.0K | 0.00% | −778−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $48.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,744 | $43.0K | 0.00% | +2,486+76.3% | Added |
| Advisor Group Holdings, Inc. | 5,411 | $42.0K | 0.00% | +553+11.4% | Added |
| 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 |
| Ameritas Investment Partners, Inc. | 3,947 | $29.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,106 | $28.4K | 0.00% | −9,977−82.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,600 | $27.0K | 0.00% | −22,200−86.0% | Reduced |
| Metropolitan Life Insurance Co | 3,282 | $24.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,196 | $24.0K | 0.00% | +3,150+6,847.8% | Added |
| Royal Bank of Canada | 3,091 | $23.0K | 0.00% | −7,672−71.3% | Reduced |
| FMR LLC | 3,011 | $22.0K | 0.00% | −326,328−99.1% | Reduced |
| 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 |
| Macquarie Group Ltd | 1,556 | $12.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,500 | $11.0K | 0.00% | +1,500 | 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 |
| 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 |
| Essex Investment Management Co LLC | 970 | $7.00K | 0.00% | −180,123−99.5% | Reduced |
| First Horizon Advisors, Inc. | 792 | $5.00K | 0.00% | +565+248.9% | Added |
| Covington Capital Management | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 547 | $4.00K | 0.00% | +148+37.1% | Added |
| Leonteq Securities AG | 468 | $3.46K | 0.00% | +468 | New |
| Assetmark, Inc | 421 | $3.00K | 0.00% | +200+90.5% | Added |
| Lindbrook Capital, LLC | 471 | $3.00K | 0.00% | +412+698.3% | Added |
| EverSource Wealth Advisors, LLC | 294 | $2.00K | 0.00% | +294 | 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 |
| 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 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −2,087,938−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −1,014,547−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −721,114−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −440,924−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −330,682−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −267,242−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −206,248−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −165,689−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −124,393−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −94,932−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −79,689−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −70,038−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −62,851−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −55,700−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −49,900−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −34,325−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −26,422−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −26,186−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −22,308−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,946−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −17,150−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |