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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 13,130 | $150.0K | 0.00% | +11,960+1,022.2% | Added |
| Quantamental Technologies LLC | 12,090 | $138.0K | 0.05% | +164+1.4% | Added |
| LPL Financial LLC | 11,747 | $134.0K | 0.00% | +11,747 | New |
| State Board of Administration of Florida Retirement System | 11,524 | $132.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,000 | $126.0K | 0.00% | 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 |
| Clarius Group, LLC | 10,585 | $121.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,247 | $117.0K | 0.00% | −925−8.3% | Reduced |
| 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 |
| Parallel Advisors, LLC | 8,714 | $100.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,407 | $96.0K | 0.00% | +988+13.3% | Added |
| 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 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $74.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,466 | $62.0K | 0.00% | +55+1.0% | Added |
| GGV Capital LLC | 5,268 | $60.0K | 0.02% | −143,565−96.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,102 | $58.0K | 0.00% | +1,155+29.3% | Added |
| Metropolitan Life Insurance Co | 3,926 | $44.8K | 0.00% | +644+19.6% | Added |
| FMR LLC | 3,729 | $43.0K | 0.00% | +718+23.8% | Added |
| Royal Bank of Canada | 3,653 | $42.0K | 0.00% | +562+18.2% | Added |
| CWM, LLC | 3,196 | $36.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,759 | $32.0K | 0.00% | −24,803−90.0% | Reduced |
| Citigroup Inc | 2,597 | $29.0K | 0.00% | −3,147−54.8% | Reduced |
| Whittier Trust Co | 1,815 | $21.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,767 | $20.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 938 | $18.0K | 0.00% | −618−39.7% | Reduced |
| First Horizon Advisors, Inc. | 1,366 | $15.0K | 0.00% | +574+72.5% | Added |
| Capital Advisors, Ltd. LLC | 1,197 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 850 | $10.0K | 0.00% | +379+80.5% | Added |
| Covington Capital Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 547 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 469 | $5.00K | 0.00% | +469 | New |
| Wipfli Financial Advisors LLC, | 313 | $4.00K | 0.00% | +313 | New |
| Leonteq Securities AG | 265 | $3.03K | 0.00% | −203−43.4% | Reduced |
| EverSource Wealth Advisors, LLC | 294 | $3.00K | 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 |
| 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 |
| 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 |
| IFP Advisors, Inc | 5 | – | – | +5 | New |
| Founders Circle Capital LLC | 0 | $0 | 0.00% | −143,420−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −120,032−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −84,204−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,479−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −66,558−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Revelation Capital Management, LLC | 0 | $0 | 0.00% | −58,050−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,552−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,420−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,040−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −16,593−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −13,953−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,106−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −421−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |