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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 76,825 | $598.5K | 0.00% | −22,953−23.0% | Reduced |
| California State Teachers Retirement System | 78,839 | $614.2K | 0.00% | +3,919+5.2% | Added |
| Rhumbline Advisers | 97,263 | $758.0K | 0.00% | +2,489+2.6% | Added |
| Stifel Financial Corp | 99,236 | $773.1K | 0.00% | +7,275+7.9% | Added |
| Titleist Asset Management, Ltd. | 100,000 | $779.0K | 0.18% | +100,000 | New |
| Los Angeles Capital Management LLC | 100,410 | $782.2K | 0.00% | +76,360+317.5% | Added |
| Blair William & Co | 105,439 | $821.4K | 0.00% | −2,717−2.5% | Reduced |
| Ameriprise Financial Inc | 119,558 | $931.0K | 0.00% | +523+0.4% | Added |
| Swiss National Bank | 146,200 | $1.14M | 0.00% | +10,600+7.8% | Added |
| Avidian Wealth Solutions, LLC | 150,080 | $1.17M | 0.08% | −148,035−49.7% | Reduced |
| Algert Global LLC | 151,382 | $1.18M | 0.07% | +76,170+101.3% | Added |
| Equitable Trust Co | 155,020 | $1.21M | 0.10% | 00.0% | Unchanged |
| Norges Bank | 155,474 | $1.21M | 0.00% | −29,027−15.7% | Reduced |
| Gsa Capital Partners LLP | 170,081 | $1.32M | 0.16% | +50,136+41.8% | Added |
| UBS Group AG | 171,922 | $1.34M | 0.00% | +82,518+92.3% | Added |
| Numerai GP LLC | 186,940 | $1.46M | 0.99% | +186,940 | New |
| Lazard Asset Management LLC | 190,848 | $1.49M | 0.00% | −163,004−46.1% | Reduced |
| Tudor Investment Corp Et Al | 206,502 | $1.61M | 0.04% | +131,502+175.3% | Added |
| Deutsche Bank AG | 222,697 | $1.73M | 0.00% | −51,591−18.8% | Reduced |
| Bank of New York Mellon Corp | 239,554 | $1.87M | 0.00% | +14,753+6.6% | Added |
| Two Sigma Advisers, LP | 286,000 | $2.23M | 0.01% | +37,000+14.9% | Added |
| Voloridge Investment Management, LLC | 290,382 | $2.26M | 0.01% | +33,306+13.0% | Added |
| Cross Creek Advisors, LLC | 357,607 | $2.79M | 13.58% | 00.0% | Unchanged |
| Jane Street Group, LLC | 357,750 | $2.79M | 0.01% | +237,558+197.6% | Added |
| Goldman Sachs Group Inc | 421,854 | $3.29M | 0.00% | +22,236+5.6% | Added |
| Charles Schwab Investment Management Inc | 476,542 | $3.71M | 0.00% | +24,321+5.4% | Added |
| Point72 Asset Management, L.P. | 482,700 | $3.76M | 0.01% | −75,243−13.5% | Reduced |
| Renaissance Technologies LLC | 500,300 | $3.90M | 0.01% | −89,900−15.2% | Reduced |
| FMR LLC | 507,974 | $3.96M | 0.00% | +504,245+13,522.3% | Added |
| Morgan Stanley | 531,782 | $4.14M | 0.00% | −149,048−21.9% | Reduced |
| Bank of Montreal | 535,295 | $4.18M | 0.00% | +503,461+1,581.5% | Added |
| Nuveen Asset Management, LLC | 553,565 | $4.31M | 0.00% | +240,314+76.7% | Added |
| Northern Trust Corp | 680,993 | $5.30M | 0.00% | +652+0.1% | Added |
| Dimensional Fund Advisors LP | 769,755 | $6.00M | 0.00% | +544,175+241.2% | Added |
| Nikko Asset Management Americas, Inc. | 786,448 | $6.13M | 0.09% | −58,065−6.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 786,448 | $6.13M | 0.00% | −58,065−6.9% | Reduced |
| Bank of America Corp | 793,902 | $6.18M | 0.00% | +411,640+107.7% | Added |
| Citadel Advisors LLC | 964,627 | $7.51M | 0.01% | +422,018+77.8% | Added |
| Millennium Management LLC | 1,096,391 | $8.54M | 0.01% | −606,358−35.6% | Reduced |
| Geode Capital Management, LLC | 1,238,961 | $9.65M | 0.00% | +65,210+5.6% | Added |
| D. E. Shaw & Co., Inc. | 1,269,558 | $9.89M | 0.02% | +308,026+32.0% | Added |
| State Street Corp | 1,464,364 | $11.4M | 0.00% | −13,088−0.9% | Reduced |
| Rock Springs Capital Management LP | 1,938,000 | $15.1M | 0.36% | −336,000−14.8% | Reduced |
| Bellevue Group AG | 3,677,277 | $28.6M | 0.38% | +105,407+3.0% | Added |
| Vanguard Group Inc | 4,916,397 | $38.3M | 0.00% | +500,718+11.3% | Added |
| Brown Advisory Inc | 5,042,151 | $39.3M | 0.07% | −900,038−15.1% | Reduced |
| JPMorgan Chase & Co | 5,197,147 | $40.5M | 0.01% | −751,865−12.6% | Reduced |
| BlackRock Inc. | 5,265,682 | $41.0M | 0.00% | +423,798+8.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,458,916 | $42.5M | 0.37% | −459,449−7.8% | Reduced |
| IFP Advisors, Inc | 5 | – | – | 00.0% | Unchanged |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −438,894−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −298,766−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −86,406−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −72,345−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −64,118−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −59,605−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −56,964−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −48,375−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,184−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,114−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −25,919−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −24,200−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −19,437−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −14,447−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −14,341−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −13,113−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −13,130−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −7,374−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| AH Equity Partners IV (Parallel), L.L.C. | – | – | – | – | Not filed |
| AH Equity Partners IV, L.L.C. | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |