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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $210 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $234 | 0.00% | −10−25.0% | Reduced |
| Quadrant Capital Group LLC | 48 | $374 | 0.00% | −126−72.4% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $405 | 0.00% | +52 | New |
| Signaturefd, LLC | 80 | $623 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 93 | $724 | 0.00% | +24+34.8% | Added |
| Dark Forest Capital Management LP | 95 | $740 | 0.00% | −21,825−99.6% | Reduced |
| Glassman Wealth Services | 101 | $787 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 79 | $1.00K | 0.00% | +79 | New |
| Quarry LP | 171 | $1.33K | 0.00% | +171 | New |
| Franklin Resources Inc | 237 | $1.85K | 0.00% | +20+9.2% | Added |
| Northwestern Mutual Wealth Management Co | 250 | $1.95K | 0.00% | +250 | New |
| Leonteq Securities AG | 265 | $2.06K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 294 | $2.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 471 | $3.67K | 0.00% | −379−44.6% | Reduced |
| Zions Bancorporation, N.A. | 474 | $3.69K | 0.00% | +474 | New |
| Jefferies Financial Group Inc. | 500 | $3.90K | 0.00% | +500 | New |
| TCI Wealth Advisors, Inc. | 547 | $4.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 731 | $5.69K | 0.00% | +731 | New |
| First Horizon Advisors, Inc. | 800 | $6.23K | 0.00% | −566−41.4% | Reduced |
| Antipodes Partners Ltd | 886 | $7.00K | 0.00% | +886 | New |
| Essex Investment Management Co LLC | 970 | $8.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,002 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,222 | $10.0K | 0.00% | +25+2.1% | Added |
| Whittier Trust Co | 1,815 | $14.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,071 | $16.1K | 0.00% | −526−20.3% | Reduced |
| Wells Fargo & Company | 2,854 | $22.2K | 0.00% | −12,399−81.3% | Reduced |
| Cutler Group LP | 3,144 | $24.0K | 0.00% | +3,144 | New |
| CWM, LLC | 3,199 | $25.0K | 0.00% | +3+0.1% | Added |
| Great West Life Assurance Co | 3,609 | $28.0K | 0.00% | +1,842+104.2% | Added |
| Metropolitan Life Insurance Co | 3,926 | $30.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,806 | $38.0K | 0.00% | −660−12.1% | Reduced |
| GGV Capital LLC | 5,268 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,282 | $48.9K | 0.00% | +6,282 | New |
| Ameritas Investment Partners, Inc. | 5,102 | $49.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $50.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,404 | $58.0K | 0.00% | −2,843−27.7% | Reduced |
| Amalgamated Bank | 8,407 | $65.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,864 | $69.1K | 0.00% | +150+1.7% | Added |
| Nisa Investment Advisors, LLC | 9,140 | $71.0K | 0.00% | −38,218−80.7% | Reduced |
| First Republic Investment Management, Inc. | 10,000 | $77.9K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 11,122 | $85.1K | 0.00% | +11,122 | New |
| Boulder Hill Capital Management LP | 11,000 | $85.7K | 0.07% | +11,000 | New |
| Rockefeller Capital Management L.P. | 11,100 | $86.0K | 0.00% | +3,000+37.0% | Added |
| Occudo Quantitative Strategies LP | 11,080 | $86.3K | 0.01% | −63,346−85.1% | Reduced |
| Royal Bank of Canada | 12,270 | $95.0K | 0.00% | +8,617+235.9% | Added |
| LPL Financial LLC | 12,371 | $96.4K | 0.00% | +624+5.3% | Added |
| State Board of Administration of Florida Retirement System | 12,454 | $97.0K | 0.00% | +930+8.1% | Added |
| Schonfeld Strategic Advisors LLC | 12,465 | $97.1K | 0.00% | −50,241−80.1% | Reduced |
| ExodusPoint Capital Management, LP | 12,615 | $98.0K | 0.00% | +12,615 | New |
| Janus Henderson Group PLC | 12,802 | $99.8K | 0.00% | +12,802 | New |
| Quantamental Technologies LLC | 13,114 | $102.2K | 0.05% | +1,024+8.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $103.8K | 0.02% | −26−0.2% | Reduced |
| Simplex Trading, LLC | 14,122 | $110.0K | 0.01% | +14,122 | New |
| PEAK6 Investments LLC | 14,126 | $110.0K | 0.01% | +14,126 | New |
| Mariner, LLC | 14,296 | $111.0K | 0.00% | −7,481−34.4% | Reduced |
| Envestnet Asset Management Inc | 14,996 | $116.8K | 0.00% | −2,632−14.9% | Reduced |
| Alpine Global Management, LLC | 15,101 | $118.0K | 0.04% | +15,101 | New |
| Handelsbanken Fonder AB | 17,100 | $133.0K | 0.00% | +6,100+55.5% | Added |
| Arizona State Retirement System | 17,079 | $133.0K | 0.00% | +1,535+9.9% | Added |
| Barclays PLC | 18,118 | $141.1K | 0.00% | +15,359+556.7% | Added |
| International Assets Investment Management, LLC | 18,700 | $145.7K | 0.02% | +18,700 | New |
| Thrivent Financial for Lutherans | 19,170 | $149.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 21,012 | $164.0K | 0.05% | −5,452−20.6% | Reduced |
| State of Wisconsin Investment Board | 21,663 | $168.8K | 0.00% | +10,882+100.9% | Added |
| TownSquare Capital, LLC | 22,280 | $173.6K | 0.00% | +22,280 | New |
| Clarius Group, LLC | 22,585 | $176.0K | 0.02% | +12,000+113.4% | Added |
| HRT Financial LP | 23,088 | $179.0K | 0.00% | +23,088 | New |
| Legal & General Group Plc | 24,348 | $189.7K | 0.00% | +571+2.4% | Added |
| Voya Investment Management LLC | 24,798 | $193.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 25,317 | $197.2K | 0.04% | +25,317 | New |
| Manufacturers Life Insurance Company, The | 25,839 | $201.3K | 0.00% | +2,099+8.8% | Added |
| CI Private Wealth, LLC | 25,902 | $201.8K | 0.00% | +25,902 | New |
| Price T Rowe Associates Inc | 25,890 | $202.0K | 0.00% | +3,530+15.8% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $210.8K | 0.02% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 30,319 | $236.0K | 0.01% | +30,319 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,766 | $239.7K | 0.00% | +5,487+21.7% | Added |
| American International Group, Inc. | 31,100 | $242.3K | 0.00% | +205+0.7% | Added |
| Panagora Asset Management Inc | 31,920 | $248.7K | 0.00% | −37,395−53.9% | Reduced |
| Jump Financial, LLC | 32,390 | $252.3K | 0.01% | +32,390 | New |
| MetLife Investment Management | 34,620 | $269.7K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 35,925 | $279.9K | 0.00% | −1,890−5.0% | Reduced |
| New York Life Investments Alternatives | 38,883 | $302.9K | 100.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 40,920 | $318.8K | 0.01% | +40,920 | New |
| New York State Common Retirement Fund | 43,142 | $336.1K | 0.00% | +4,158+10.7% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $338.1K | 0.13% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 43,557 | $339.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 45,799 | $356.8K | 0.00% | −287,981−86.3% | Reduced |
| Advisors Capital Management, LLC | 51,817 | $404.0K | 0.01% | +3,173+6.5% | Added |
| Dynamic Technology Lab Private Ltd | 53,887 | $420.0K | 0.04% | +53,887 | New |
| Group One Trading, L.P. | 57,972 | $451.6K | 0.02% | +47,164+436.4% | Added |
| Miracle Mile Advisors, LLC | 59,548 | $463.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 59,635 | $464.6K | 0.00% | −15,473−20.6% | Reduced |
| Cubist Systematic Strategies, LLC | 60,051 | $467.8K | 0.00% | +2,099+3.6% | Added |
| Susquehanna International Group, LLP | 60,223 | $469.1K | 0.00% | +14,384+31.4% | Added |
| Credit Suisse AG | 68,695 | $535.1K | 0.00% | +18,436+36.7% | Added |
| Alliancebernstein L.P. | 75,092 | $585.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75,768 | $590.2K | 0.00% | −1,243−1.6% | Reduced |
| Brinker Capital Investments, LLC | 76,519 | $596.1K | 0.01% | −7,032−8.4% | Reduced |