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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 27 | $0 | 0.00% | −83−75.5% | Reduced |
| Allworth Financial LP | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 14 | $0 | 0.00% | −3−17.6% | Reduced |
| Walleye Trading LLC | 84 | $1.00K | 0.00% | −9,270−99.1% | Reduced |
| The PNC Financial Services Group, Inc. | 69 | $1.00K | 0.00% | −53−43.4% | Reduced |
| Signaturefd, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 217 | $2.00K | 0.00% | +34+18.6% | Added |
| Quadrant Capital Group LLC | 174 | $2.00K | 0.00% | +43+32.8% | Added |
| EverSource Wealth Advisors, LLC | 294 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 265 | $3.03K | 0.00% | −203−43.4% | Reduced |
| Wipfli Financial Advisors LLC, | 313 | $4.00K | 0.00% | +313 | New |
| Brown Brothers Harriman & Co | 469 | $5.00K | 0.00% | +469 | New |
| Covington Capital Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 547 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 850 | $10.0K | 0.00% | +379+80.5% | Added |
| Banque Cantonale Vaudoise | 1,002 | $11.0K | 0.00% | −20−2.0% | Reduced |
| Essex Investment Management Co LLC | 970 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,197 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,366 | $15.0K | 0.00% | +574+72.5% | Added |
| Macquarie Group Ltd | 938 | $18.0K | 0.00% | −618−39.7% | Reduced |
| Great West Life Assurance Co | 1,767 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $21.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,597 | $29.0K | 0.00% | −3,147−54.8% | Reduced |
| Barclays PLC | 2,759 | $32.0K | 0.00% | −24,803−90.0% | Reduced |
| CWM, LLC | 3,196 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,653 | $42.0K | 0.00% | +562+18.2% | Added |
| FMR LLC | 3,729 | $43.0K | 0.00% | +718+23.8% | Added |
| Metropolitan Life Insurance Co | 3,926 | $44.8K | 0.00% | +644+19.6% | Added |
| Ameritas Investment Partners, Inc. | 5,102 | $58.0K | 0.00% | +1,155+29.3% | Added |
| GGV Capital LLC | 5,268 | $60.0K | 0.02% | −143,565−96.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,466 | $62.0K | 0.00% | +55+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $74.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,374 | $92.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,100 | $92.0K | 0.00% | +4,000+97.6% | Added |
| Amalgamated Bank | 8,407 | $96.0K | 0.00% | +988+13.3% | Added |
| Parallel Advisors, LLC | 8,714 | $100.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,000 | $114.0K | 0.00% | −185−1.8% | Reduced |
| Caption Management, LLC | 10,000 | $114.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,247 | $117.0K | 0.00% | −925−8.3% | Reduced |
| Clarius Group, LLC | 10,585 | $121.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 10,781 | $123.0K | 0.00% | −83,961−88.6% | Reduced |
| Group One Trading, L.P. | 10,808 | $123.0K | 0.00% | +2,346+27.7% | Added |
| Handelsbanken Fonder AB | 11,000 | $126.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 11,524 | $132.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,747 | $134.0K | 0.00% | +11,747 | New |
| Quantamental Technologies LLC | 12,090 | $138.0K | 0.05% | +164+1.4% | Added |
| AQR Capital Management LLC | 13,113 | $150.0K | 0.00% | −9,739−42.6% | Reduced |
| Ensign Peak Advisors, Inc | 13,130 | $150.0K | 0.00% | +11,960+1,022.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,351 | $152.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 14,341 | $164.0K | 0.00% | −7,785−35.2% | Reduced |
| Principal Financial Group Inc | 14,447 | $165.0K | 0.00% | −562,831−97.5% | Reduced |
| Wells Fargo & Company | 15,253 | $174.0K | 0.00% | +1,732+12.8% | Added |
| Arizona State Retirement System | 15,544 | $178.0K | 0.00% | +120+0.8% | Added |
| Envestnet Asset Management Inc | 17,628 | $201.0K | 0.00% | −7,053−28.6% | Reduced |
| Thrivent Financial for Lutherans | 19,170 | $219.0K | 0.00% | −47,533−71.3% | Reduced |
| Wolverine Asset Management LLC | 19,437 | $221.0K | 0.00% | −20,500−51.3% | Reduced |
| Mariner, LLC | 21,777 | $249.0K | 0.00% | +21,777 | New |
| Dark Forest Capital Management LP | 21,920 | $250.0K | 0.04% | +20,097+1,102.4% | Added |
| Price T Rowe Associates Inc | 22,360 | $256.0K | 0.00% | +4,687+26.5% | Added |
| Manufacturers Life Insurance Company, The | 23,740 | $271.1K | 0.00% | −654−2.7% | Reduced |
| Legal & General Group Plc | 23,777 | $272.0K | 0.00% | −19,235−44.7% | Reduced |
| Los Angeles Capital Management LLC | 24,050 | $275.0K | 0.00% | +24,050 | New |
| Virginia Retirement Systems Et Al | 24,200 | $276.4K | 0.00% | +24,200 | New |
| Voya Investment Management LLC | 24,798 | $283.2K | 0.00% | +2,903+13.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 25,279 | $289.0K | 0.00% | +10,732+73.8% | Added |
| Journey Strategic Wealth LLC | 25,919 | $296.0K | 0.04% | +17+0.1% | Added |
| First Bank & Trust | 26,464 | $302.0K | 0.11% | −5,161−16.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,062 | $309.0K | 0.03% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 29,114 | $332.0K | 0.00% | −76,681−72.5% | Reduced |
| American International Group, Inc. | 30,895 | $353.0K | 0.00% | +3,562+13.0% | Added |
| MetLife Investment Management | 34,620 | $395.4K | 0.00% | +5,826+20.2% | Added |
| Bank of Montreal | 31,834 | $404.0K | 0.00% | −55,506−63.6% | Reduced |
| American Century Companies Inc | 37,815 | $432.0K | 0.00% | +37,815 | New |
| Jefferies Group LLC | 37,859 | $432.4K | 0.01% | −3,551−8.6% | Reduced |
| New York Life Investments Alternatives | 38,883 | $444.0K | 0.44% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 38,984 | $445.0K | 0.00% | +2,736+7.5% | Added |
| Advisors Capital Management, LLC | 48,644 | $465.0K | 0.01% | +3,047+6.7% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $496.0K | 0.21% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 43,557 | $497.0K | 0.03% | +43,557 | New |
| Susquehanna International Group, LLP | 45,839 | $523.0K | 0.00% | +19,958+77.1% | Added |
| Nisa Investment Advisors, LLC | 47,358 | $538.0K | 0.00% | +43,758+1,215.5% | Added |
| Marshall Wace, LLP | 47,184 | $539.0K | 0.00% | +27,409+138.6% | Added |
| Credit Suisse AG | 50,259 | $574.0K | 0.00% | +11,007+28.0% | Added |
| Premier Fund Managers Ltd | 48,375 | $606.0K | 0.05% | −21,960−31.2% | Reduced |
| Trexquant Investment LP | 56,964 | $651.0K | 0.02% | +56,964 | New |
| Cubist Systematic Strategies, LLC | 57,952 | $662.0K | 0.00% | +8,883+18.1% | Added |
| Miracle Mile Advisors, LLC | 59,548 | $680.0K | 0.03% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 59,605 | $680.7K | 0.00% | +661+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 62,706 | $715.0K | 0.01% | −53,409−46.0% | Reduced |
| BNP Paribas Arbitrage, SA | 64,118 | $732.2K | 0.00% | +64,118 | New |
| Panagora Asset Management Inc | 69,315 | $792.0K | 0.01% | +40,662+141.9% | Added |
| Advisory Research Inc | 72,345 | $826.0K | 0.08% | +72,345 | New |
| Occudo Quantitative Strategies LP | 74,426 | $850.0K | 0.07% | −63,142−45.9% | Reduced |
| California State Teachers Retirement System | 74,920 | $856.0K | 0.00% | −74−0.1% | Reduced |
| Tudor Investment Corp Et Al | 75,000 | $857.0K | 0.02% | −61,518−45.1% | Reduced |
| Two Sigma Investments, LP | 75,108 | $858.0K | 0.00% | −17,243−18.7% | Reduced |
| Alliancebernstein L.P. | 75,092 | $858.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 75,212 | $859.0K | 0.05% | −106,701−58.7% | Reduced |