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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, Q3 2022

Institutional positions in Accolade, Inc. as of Sep 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
150
−9 vs. Q2 2022
Shares held
57.0M
+593.3K (+1.1%) vs. Q2 2022
Total value
$651.6M
+$238.6M (+57.8%) vs. Q2 2022
New holders
15
58 more added
Sold out
24
47 more reduced

Compare with Q2 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.

Institutional holdersQ3 2022: 150 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 heldQ3 2022: $651.6M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2022.

Institutions holding ACCD in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co5,949,012$67.9M0.01%−73,665−1.2%Reduced
Brown Advisory Inc5,942,189$67.9M0.13%−83,439−1.4%Reduced
ARK Investment Management LLCSuperinvestorARK Invest5,918,365$67.6M0.47%−331,910−5.3%Reduced
BlackRock Inc.4,841,884$55.3M0.00%+218,886+4.7%Added
Vanguard Group Inc4,415,679$50.4M0.00%+328,433+8.0%Added
AH Equity Partners IV (Parallel), L.L.C.3,779,620$43.2M88.81%00.0%Unchanged
Bellevue Group AG3,571,870$40.8M0.59%−63,016−1.7%Reduced
Rock Springs Capital Management LP2,274,000$26.0M0.67%+74,000+3.4%Added
Millennium Management LLC1,702,749$19.4M0.02%−424,836−20.0%Reduced
AH Equity Partners IV, L.L.C.1,619,088$18.5M75.40%00.0%Unchanged
State Street Corp1,477,452$16.9M0.00%+113,598+8.3%Added
Geode Capital Management, LLC1,173,751$13.4M0.00%+116,722+11.0%Added
D. E. Shaw & Co., Inc.961,532$11.0M0.02%−99,840−9.4%Reduced
Nikko Asset Management Americas, Inc.844,513$9.75M0.12%−499−0.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.844,513$9.64M0.01%−499−0.1%Reduced
Morgan Stanley680,830$7.77M0.00%+3,500+0.5%Added
Northern Trust Corp680,341$7.77M0.00%+134,016+24.5%Added
Renaissance Technologies LLC590,200$6.74M0.01%+125,500+27.0%Added
Point72 Asset Management, L.P.557,943$6.37M0.03%+557,943New
Citadel Advisors LLC542,609$6.20M0.01%+525,389+3,051.0%Added
Charles Schwab Investment Management Inc452,221$5.17M0.00%+40,369+9.8%Added
Fred Alger Management, LLC438,894$5.01M0.03%+259,891+145.2%Added
Goldman Sachs Group Inc399,618$4.56M0.00%−122,039−23.4%Reduced
Bank of America Corp382,262$4.37M0.00%+51,603+15.6%Added
Cross Creek Advisors, LLC357,607$4.08M16.32%00.0%Unchanged
Lazard Asset Management LLC353,852$4.04M0.01%−132,136−27.2%Reduced
Invesco Ltd.333,780$3.81M0.00%+290,690+674.6%Added
Nuveen Asset Management, LLC313,251$3.58M0.00%+3,813+1.2%Added
Woodline Partners LP298,766$3.41M0.05%+298,766New
Avidian Wealth Solutions, LLC298,115$3.40M0.25%+46,206+18.3%Added
Deutsche Bank AG274,288$3.13M0.00%+106,445+63.4%Added
Voloridge Investment Management, LLC257,076$2.94M0.02%+45,893+21.7%Added
Two Sigma Advisers, LP249,000$2.84M0.01%−49,900−16.7%Reduced
Dimensional Fund Advisors LP225,580$2.58M0.00%+225,580New
Bank of New York Mellon Corp224,801$2.57M0.00%+40,955+22.3%Added
Norges Bank184,501$2.11M0.00%−440,886−70.5%Reduced
Equitable Trust Co155,020$1.77M0.15%00.0%Unchanged
Swiss National Bank135,600$1.55M0.00%+1,500+1.1%Added
Jane Street Group, LLC120,192$1.37M0.00%+80,618+203.7%Added
Gsa Capital Partners LLP119,945$1.37M0.18%+63,807+113.7%Added
Ameriprise Financial Inc119,035$1.36M0.00%−3,101−2.5%Reduced
Blair William & Co108,156$1.24M0.01%+80,966+297.8%Added
Bridgewater Associates, LP99,778$1.14M0.01%+10,839+12.2%Added
Rhumbline Advisers94,774$1.08M0.00%+11,649+14.0%Added
Stifel Financial Corp91,961$1.05M0.00%−28,952−23.9%Reduced
UBS Group AG89,404$1.02M0.00%+79,689+820.3%Added
Man Group plc86,406$987.0K0.00%––
Brinker Capital Investments, LLC83,551$954.0K0.02%−2,864−3.3%Reduced
US Bancorp77,011$879.0K0.00%+540+0.7%Added
Algert Global LLC75,212$859.0K0.05%−106,701−58.7%Reduced
Two Sigma Investments, LP75,108$858.0K0.00%−17,243−18.7%Reduced
Alliancebernstein L.P.75,092$858.0K0.00%00.0%Unchanged
Tudor Investment Corp Et Al75,000$857.0K0.02%−61,518−45.1%Reduced
California State Teachers Retirement System74,920$856.0K0.00%−74−0.1%Reduced
Occudo Quantitative Strategies LP74,426$850.0K0.07%−63,142−45.9%Reduced
Advisory Research Inc72,345$826.0K0.08%+72,345New
Panagora Asset Management Inc69,315$792.0K0.01%+40,662+141.9%Added
BNP Paribas Arbitrage, SA64,118$732.2K0.00%+64,118New
Schonfeld Strategic Advisors LLC62,706$715.0K0.01%−53,409−46.0%Reduced
UBS Asset Management Americas Inc59,605$680.7K0.00%+661+1.1%Added
Miracle Mile Advisors, LLC59,548$680.0K0.03%00.0%Unchanged
Cubist Systematic Strategies, LLC57,952$662.0K0.00%+8,883+18.1%Added
Trexquant Investment LP56,964$651.0K0.02%+56,964New
Premier Fund Managers Ltd48,375$606.0K0.05%−21,960−31.2%Reduced
Credit Suisse AG50,259$574.0K0.00%+11,007+28.0%Added
Marshall Wace, LLP47,184$539.0K0.00%+27,409+138.6%Added
Nisa Investment Advisors, LLC47,358$538.0K0.00%+43,758+1,215.5%Added
Susquehanna International Group, LLP45,839$523.0K0.00%+19,958+77.1%Added
Aj Wealth Strategies, LLC43,557$497.0K0.03%+43,557New
Waypoint Wealth Partners Inc.43,400$496.0K0.21%00.0%Unchanged
Advisors Capital Management, LLC48,644$465.0K0.01%+3,047+6.7%Added
New York State Common Retirement Fund38,984$445.0K0.00%+2,736+7.5%Added
New York Life Investments Alternatives38,883$444.0K0.44%00.0%Unchanged
Jefferies Group LLC37,859$432.4K0.01%−3,551−8.6%Reduced
American Century Companies Inc37,815$432.0K0.00%+37,815New
Bank of Montreal31,834$404.0K0.00%−55,506−63.6%Reduced
MetLife Investment Management34,620$395.4K0.00%+5,826+20.2%Added
American International Group, Inc.30,895$353.0K0.00%+3,562+13.0%Added
Squarepoint Ops LLC29,114$332.0K0.00%−76,681−72.5%Reduced
Knights of Columbus Asset Advisors LLC27,062$309.0K0.03%00.0%Unchanged
First Bank & Trust26,464$302.0K0.11%−5,161−16.3%Reduced
Journey Strategic Wealth LLC25,919$296.0K0.04%+17+0.1%Added
Mirae Asset Global Investments Co., Ltd.25,279$289.0K0.00%+10,732+73.8%Added
Voya Investment Management LLC24,798$283.2K0.00%+2,903+13.3%Added
Virginia Retirement Systems Et Al24,200$276.4K0.00%+24,200New
Los Angeles Capital Management LLC24,050$275.0K0.00%+24,050New
Legal & General Group Plc23,777$272.0K0.00%−19,235−44.7%Reduced
Manufacturers Life Insurance Company, The23,740$271.1K0.00%−654−2.7%Reduced
Price T Rowe Associates Inc22,360$256.0K0.00%+4,687+26.5%Added
Dark Forest Capital Management LP21,920$250.0K0.04%+20,097+1,102.4%Added
Mariner, LLC21,777$249.0K0.00%+21,777New
Wolverine Asset Management LLC19,437$221.0K0.00%−20,500−51.3%Reduced
Thrivent Financial for Lutherans19,170$219.0K0.00%−47,533−71.3%Reduced
Envestnet Asset Management Inc17,628$201.0K0.00%−7,053−28.6%Reduced
Arizona State Retirement System15,544$178.0K0.00%+120+0.8%Added
Wells Fargo & Company15,253$174.0K0.00%+1,732+12.8%Added
Principal Financial Group Inc14,447$165.0K0.00%−562,831−97.5%Reduced
Raymond James & Associates14,341$164.0K0.00%−7,785−35.2%Reduced
Pinnacle Wealth Planning Services, Inc.13,351$152.0K0.03%00.0%Unchanged
AQR Capital Management LLC13,113$150.0K0.00%−9,739−42.6%Reduced