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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 12,454 | $97.0K | 0.00% | +930+8.1% | Added |
| LPL Financial LLC | 12,371 | $96.4K | 0.00% | +624+5.3% | Added |
| Royal Bank of Canada | 12,270 | $95.0K | 0.00% | +8,617+235.9% | Added |
| Occudo Quantitative Strategies LP | 11,080 | $86.3K | 0.01% | −63,346−85.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,100 | $86.0K | 0.00% | +3,000+37.0% | Added |
| Boulder Hill Capital Management LP | 11,000 | $85.7K | 0.07% | +11,000 | New |
| HSBC Holdings PLC | 11,122 | $85.1K | 0.00% | +11,122 | New |
| First Republic Investment Management, Inc. | 10,000 | $77.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,140 | $71.0K | 0.00% | −38,218−80.7% | Reduced |
| Parallel Advisors, LLC | 8,864 | $69.1K | 0.00% | +150+1.7% | Added |
| Amalgamated Bank | 8,407 | $65.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,404 | $58.0K | 0.00% | −2,843−27.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $50.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,102 | $49.3K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,282 | $48.9K | 0.00% | +6,282 | New |
| GGV Capital LLC | 5,268 | $41.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,806 | $38.0K | 0.00% | −660−12.1% | Reduced |
| Metropolitan Life Insurance Co | 3,926 | $30.6K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 3,609 | $28.0K | 0.00% | +1,842+104.2% | Added |
| CWM, LLC | 3,199 | $25.0K | 0.00% | +3+0.1% | Added |
| Cutler Group LP | 3,144 | $24.0K | 0.00% | +3,144 | New |
| Wells Fargo & Company | 2,854 | $22.2K | 0.00% | −12,399−81.3% | Reduced |
| Citigroup Inc | 2,071 | $16.1K | 0.00% | −526−20.3% | Reduced |
| Whittier Trust Co | 1,815 | $14.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,222 | $10.0K | 0.00% | +25+2.1% | Added |
| 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 |
| Antipodes Partners Ltd | 886 | $7.00K | 0.00% | +886 | New |
| First Horizon Advisors, Inc. | 800 | $6.23K | 0.00% | −566−41.4% | Reduced |
| GWM Advisors LLC | 731 | $5.69K | 0.00% | +731 | New |
| TCI Wealth Advisors, Inc. | 547 | $4.26K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 500 | $3.90K | 0.00% | +500 | New |
| Zions Bancorporation, N.A. | 474 | $3.69K | 0.00% | +474 | New |
| Lindbrook Capital, LLC | 471 | $3.67K | 0.00% | −379−44.6% | Reduced |
| EverSource Wealth Advisors, LLC | 294 | $2.29K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 265 | $2.06K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $1.95K | 0.00% | +250 | New |
| Franklin Resources Inc | 237 | $1.85K | 0.00% | +20+9.2% | Added |
| Quarry LP | 171 | $1.33K | 0.00% | +171 | New |
| MBM Wealth Consultants, LLC | 79 | $1.00K | 0.00% | +79 | New |
| Glassman Wealth Services | 101 | $787 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 95 | $740 | 0.00% | −21,825−99.6% | Reduced |
| The PNC Financial Services Group, Inc. | 93 | $724 | 0.00% | +24+34.8% | Added |
| Signaturefd, LLC | 80 | $623 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $405 | 0.00% | +52 | New |
| Quadrant Capital Group LLC | 48 | $374 | 0.00% | −126−72.4% | Reduced |
| Versant Capital Management, Inc | 30 | $234 | 0.00% | −10−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $210 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −1−7.1% | 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 |