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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, Q4 2022

Institutional positions in Accolade, Inc. as of Dec 31, 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
+5 vs. Q3 2022
Shares held
51.5M
−150.5K (−0.3%) vs. Q3 2022
Total value
$400.9M
−$188.6M (−32.0%) vs. Q3 2022
New holders
28
55 more added
Sold out
23
40 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 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 heldQ4 2022: $400.9M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2022.

Institutions holding ACCD in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
ARK Investment Management LLCSuperinvestorARK Invest5,458,916$42.5M0.37%−459,449−7.8%Reduced
BlackRock Inc.5,265,682$41.0M0.00%+423,798+8.8%Added
JPMorgan Chase & Co5,197,147$40.5M0.01%−751,865−12.6%Reduced
Brown Advisory Inc5,042,151$39.3M0.07%−900,038−15.1%Reduced
Vanguard Group Inc4,916,397$38.3M0.00%+500,718+11.3%Added
Bellevue Group AG3,677,277$28.6M0.38%+105,407+3.0%Added
Rock Springs Capital Management LP1,938,000$15.1M0.36%−336,000−14.8%Reduced
State Street Corp1,464,364$11.4M0.00%−13,088−0.9%Reduced
D. E. Shaw & Co., Inc.1,269,558$9.89M0.02%+308,026+32.0%Added
Geode Capital Management, LLC1,238,961$9.65M0.00%+65,210+5.6%Added
Millennium Management LLC1,096,391$8.54M0.01%−606,358−35.6%Reduced
Citadel Advisors LLC964,627$7.51M0.01%+422,018+77.8%Added
Bank of America Corp793,902$6.18M0.00%+411,640+107.7%Added
Nikko Asset Management Americas, Inc.786,448$6.13M0.09%−58,065−6.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.786,448$6.13M0.00%−58,065−6.9%Reduced
Dimensional Fund Advisors LP769,755$6.00M0.00%+544,175+241.2%Added
Northern Trust Corp680,993$5.30M0.00%+652+0.1%Added
Nuveen Asset Management, LLC553,565$4.31M0.00%+240,314+76.7%Added
Bank of Montreal535,295$4.18M0.00%+503,461+1,581.5%Added
Morgan Stanley531,782$4.14M0.00%−149,048−21.9%Reduced
FMR LLC507,974$3.96M0.00%+504,245+13,522.3%Added
Renaissance Technologies LLC500,300$3.90M0.01%−89,900−15.2%Reduced
Point72 Asset Management, L.P.482,700$3.76M0.01%−75,243−13.5%Reduced
Charles Schwab Investment Management Inc476,542$3.71M0.00%+24,321+5.4%Added
Goldman Sachs Group Inc421,854$3.29M0.00%+22,236+5.6%Added
Jane Street Group, LLC357,750$2.79M0.01%+237,558+197.6%Added
Cross Creek Advisors, LLC357,607$2.79M13.58%00.0%Unchanged
Voloridge Investment Management, LLC290,382$2.26M0.01%+33,306+13.0%Added
Two Sigma Advisers, LP286,000$2.23M0.01%+37,000+14.9%Added
Bank of New York Mellon Corp239,554$1.87M0.00%+14,753+6.6%Added
Deutsche Bank AG222,697$1.73M0.00%−51,591−18.8%Reduced
Tudor Investment Corp Et Al206,502$1.61M0.04%+131,502+175.3%Added
Lazard Asset Management LLC190,848$1.49M0.00%−163,004−46.1%Reduced
Numerai GP LLC186,940$1.46M0.99%+186,940New
UBS Group AG171,922$1.34M0.00%+82,518+92.3%Added
Gsa Capital Partners LLP170,081$1.32M0.16%+50,136+41.8%Added
Norges Bank155,474$1.21M0.00%−29,027−15.7%Reduced
Equitable Trust Co155,020$1.21M0.10%00.0%Unchanged
Algert Global LLC151,382$1.18M0.07%+76,170+101.3%Added
Avidian Wealth Solutions, LLC150,080$1.17M0.08%−148,035−49.7%Reduced
Swiss National Bank146,200$1.14M0.00%+10,600+7.8%Added
Ameriprise Financial Inc119,558$931.0K0.00%+523+0.4%Added
Blair William & Co105,439$821.4K0.00%−2,717−2.5%Reduced
Los Angeles Capital Management LLC100,410$782.2K0.00%+76,360+317.5%Added
Titleist Asset Management, Ltd.100,000$779.0K0.18%+100,000New
Stifel Financial Corp99,236$773.1K0.00%+7,275+7.9%Added
Rhumbline Advisers97,263$758.0K0.00%+2,489+2.6%Added
California State Teachers Retirement System78,839$614.2K0.00%+3,919+5.2%Added
Bridgewater Associates, LP76,825$598.5K0.00%−22,953−23.0%Reduced
Brinker Capital Investments, LLC76,519$596.1K0.01%−7,032−8.4%Reduced
US Bancorp75,768$590.2K0.00%−1,243−1.6%Reduced
Alliancebernstein L.P.75,092$585.0K0.00%00.0%Unchanged
Credit Suisse AG68,695$535.1K0.00%+18,436+36.7%Added
Susquehanna International Group, LLP60,223$469.1K0.00%+14,384+31.4%Added
Cubist Systematic Strategies, LLC60,051$467.8K0.00%+2,099+3.6%Added
Two Sigma Investments, LP59,635$464.6K0.00%−15,473−20.6%Reduced
Miracle Mile Advisors, LLC59,548$463.9K0.02%00.0%Unchanged
Group One Trading, L.P.57,972$451.6K0.02%+47,164+436.4%Added
Dynamic Technology Lab Private Ltd53,887$420.0K0.04%+53,887New
Advisors Capital Management, LLC51,817$404.0K0.01%+3,173+6.5%Added
Invesco Ltd.45,799$356.8K0.00%−287,981−86.3%Reduced
Aj Wealth Strategies, LLC43,557$339.0K0.02%00.0%Unchanged
Waypoint Wealth Partners Inc.43,400$338.1K0.13%00.0%Unchanged
New York State Common Retirement Fund43,142$336.1K0.00%+4,158+10.7%Added
Walleye Capital LLC40,920$318.8K0.01%+40,920New
New York Life Investments Alternatives38,883$302.9K100.00%00.0%Unchanged
American Century Companies Inc35,925$279.9K0.00%−1,890−5.0%Reduced
MetLife Investment Management34,620$269.7K0.00%00.0%Unchanged
Jump Financial, LLC32,390$252.3K0.01%+32,390New
Panagora Asset Management Inc31,920$248.7K0.00%−37,395−53.9%Reduced
American International Group, Inc.31,100$242.3K0.00%+205+0.7%Added
Mirae Asset Global Investments Co., Ltd.30,766$239.7K0.00%+5,487+21.7%Added
Avalon Investment & Advisory30,319$236.0K0.01%+30,319New
Knights of Columbus Asset Advisors LLC27,062$210.8K0.02%00.0%Unchanged
Price T Rowe Associates Inc25,890$202.0K0.00%+3,530+15.8%Added
CI Private Wealth, LLC25,902$201.8K0.00%+25,902New
Manufacturers Life Insurance Company, The25,839$201.3K0.00%+2,099+8.8%Added
XTX Topco Ltd25,317$197.2K0.04%+25,317New
Voya Investment Management LLC24,798$193.2K0.00%00.0%Unchanged
Legal & General Group Plc24,348$189.7K0.00%+571+2.4%Added
HRT Financial LP23,088$179.0K0.00%+23,088New
Clarius Group, LLC22,585$176.0K0.02%+12,000+113.4%Added
TownSquare Capital, LLC22,280$173.6K0.00%+22,280New
State of Wisconsin Investment Board21,663$168.8K0.00%+10,882+100.9%Added
First Bank & Trust21,012$164.0K0.05%−5,452−20.6%Reduced
Thrivent Financial for Lutherans19,170$149.0K0.00%00.0%Unchanged
International Assets Investment Management, LLC18,700$145.7K0.02%+18,700New
Barclays PLC18,118$141.1K0.00%+15,359+556.7%Added
Arizona State Retirement System17,079$133.0K0.00%+1,535+9.9%Added
Handelsbanken Fonder AB17,100$133.0K0.00%+6,100+55.5%Added
Alpine Global Management, LLC15,101$118.0K0.04%+15,101New
Envestnet Asset Management Inc14,996$116.8K0.00%−2,632−14.9%Reduced
Mariner, LLC14,296$111.0K0.00%−7,481−34.4%Reduced
PEAK6 Investments LLC14,126$110.0K0.01%+14,126New
Simplex Trading, LLC14,122$110.0K0.01%+14,122New
Pinnacle Wealth Planning Services, Inc.13,325$103.8K0.02%−26−0.2%Reduced
Quantamental Technologies LLC13,114$102.2K0.05%+1,024+8.5%Added
Janus Henderson Group PLC12,802$99.8K0.00%+12,802New
ExodusPoint Capital Management, LP12,615$98.0K0.00%+12,615New
Schonfeld Strategic Advisors LLC12,465$97.1K0.00%−50,241−80.1%Reduced