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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, Q1 2023

Institutional positions in Accolade, Inc. as of Mar 31, 2023. 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
151
+4 vs. Q4 2022
Shares held
57.0M
+6.04M (+11.8%) vs. Q4 2022
Total value
$819.3M
+$422.3M (+106.4%) vs. Q4 2022
New holders
24
59 more added
Sold out
20
35 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 151 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 heldQ1 2023: $819.3M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2022.

Institutions holding ACCD in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co5,893,057$84.7M0.01%+695,910+13.4%Added
ARK Investment Management LLCSuperinvestorARK Invest5,738,712$82.5M0.57%+279,796+5.1%Added
BlackRock Inc.5,352,489$77.0M0.00%+86,807+1.6%Added
Brown Advisory Inc5,139,881$73.9M0.13%+97,730+1.9%Added
Vanguard Group Inc5,003,196$71.9M0.00%+86,799+1.8%Added
Bellevue Group AG4,041,801$58.1M0.84%+364,524+9.9%Added
Rock Springs Capital Management LP2,545,000$36.6M0.87%+607,000+31.3%Added
Sepio Capital, LP1,506,225$21.7M2.00%+1,506,225New
State Street Corp1,504,944$21.6M0.00%+40,580+2.8%Added
Geode Capital Management, LLC1,306,584$18.8M0.00%+67,623+5.5%Added
D. E. Shaw & Co., Inc.1,296,941$18.7M0.03%+27,383+2.2%Added
Dimensional Fund Advisors LP1,191,220$17.1M0.01%+421,465+54.8%Added
Point72 Asset Management, L.P.882,857$12.7M0.05%+400,157+82.9%Added
Bank of America Corp870,088$12.5M0.00%+76,186+9.6%Added
Nuveen Asset Management, LLC824,322$11.9M0.00%+270,757+48.9%Added
Sumitomo Mitsui Trust Holdings, Inc.792,334$11.4M0.01%+5,886+0.7%Added
Nikko Asset Management Americas, Inc.789,567$11.1M0.13%+3,119+0.4%Added
Renaissance Technologies LLC692,200$9.95M0.01%+191,900+38.4%Added
Northern Trust Corp682,419$9.81M0.00%+1,426+0.2%Added
Morgan Stanley663,871$9.55M0.00%+132,089+24.8%Added
FMR LLC605,756$8.71M0.00%+97,782+19.2%Added
Jacobs Levy Equity Management, Inc571,228$8.21M0.05%+571,228New
Citadel Advisors LLC569,732$8.19M0.01%−394,895−40.9%Reduced
Lisanti Capital Growth, LLC558,800$8.04M1.12%+558,800New
Bank of Montreal507,552$7.37M0.00%−27,743−5.2%Reduced
Fred Alger Management, LLC490,342$7.05M0.04%+490,342New
Charles Schwab Investment Management Inc476,433$6.85M0.00%−1090.0%Reduced
Jane Street Group, LLC324,746$4.67M0.01%−33,004−9.2%Reduced
Deutsche Bank AG314,698$4.53M0.00%+92,001+41.3%Added
Avidian Wealth Solutions, LLC279,045$4.01M0.22%+128,965+85.9%Added
Algert Global LLC272,447$3.92M0.18%+121,065+80.0%Added
Ameriprise Financial Inc252,483$3.63M0.00%+132,925+111.2%Added
Two Sigma Advisers, LP245,900$3.54M0.01%−40,100−14.0%Reduced
Bank of New York Mellon Corp243,345$3.50M0.00%+3,791+1.6%Added
Goldman Sachs Group Inc242,732$3.49M0.00%−179,122−42.5%Reduced
Norges Bank199,574$2.87M0.00%+44,100+28.4%Added
Voloridge Investment Management, LLC192,529$2.77M0.01%−97,853−33.7%Reduced
Millennium Management LLC170,822$2.46M0.00%−925,569−84.4%Reduced
Equitable Trust Co155,020$2.23M0.18%00.0%Unchanged
UBS Group AG140,008$2.01M0.00%−31,914−18.6%Reduced
Swiss National Bank132,000$1.90M0.00%−14,200−9.7%Reduced
Panagora Asset Management Inc128,804$1.85M0.01%+96,884+303.5%Added
Numerai GP LLC125,065$1.80M0.60%−61,875−33.1%Reduced
Stifel Financial Corp119,670$1.72M0.00%+20,434+20.6%Added
Lazard Asset Management LLC115,439$1.66M0.00%−75,409−39.5%Reduced
Rhumbline Advisers110,135$1.58M0.00%+12,872+13.2%Added
Invesco Ltd.99,753$1.43M0.00%+53,954+117.8%Added
Blair William & Co99,571$1.43M0.01%−5,868−5.6%Reduced
Titleist Asset Management, LLC98,000$1.41M0.30%+98,000New
Prudential Financial Inc85,263$1.23M0.00%+85,263New
Bridgewater Associates, LP80,708$1.16M0.01%+3,883+5.1%Added
Los Angeles Capital Management LLC79,190$1.14M0.01%−21,220−21.1%Reduced
California State Teachers Retirement System78,449$1.13M0.00%−390−0.5%Reduced
Two Sigma Investments, LP76,637$1.10M0.00%+17,002+28.5%Added
US Bancorp75,768$1.09M0.00%00.0%Unchanged
Tudor Investment Corp Et Al75,344$1.08M0.02%−131,158−63.5%Reduced
Alliancebernstein L.P.75,092$1.08M0.00%00.0%Unchanged
Credit Suisse AG74,551$1.07M0.00%+5,856+8.5%Added
UBS Asset Management Americas Inc72,198$1.04M0.00%+72,198New
Brinker Capital Investments, LLC69,964$1.01M0.01%−6,555−8.6%Reduced
Orion Portfolio Solutions, LLC69,964$1.01M0.01%+69,964New
Premier Fund Managers Ltd69,022$936.0K0.04%+69,022New
Miracle Mile Advisors, LLC59,548$856.3K0.03%00.0%Unchanged
Russell Investments Group, Ltd.57,394$825.3K0.00%+57,394New
Susquehanna International Group, LLP53,009$762.3K0.00%−7,214−12.0%Reduced
Gsa Capital Partners LLP50,956$733.0K0.07%−119,125−70.0%Reduced
Advisors Capital Management, LLC50,458$726.0K0.02%−1,359−2.6%Reduced
Manatuck Hill Partners, LLC50,000$719.0K0.36%+50,000New
Aj Wealth Strategies, LLC43,557$626.4K0.03%00.0%Unchanged
Waypoint Wealth Partners Inc.43,400$624.1K0.22%00.0%Unchanged
Public Employees Retirement System of Ohio40,409$581.0K0.00%+40,409New
Group One Trading, L.P.39,453$567.3K0.03%−18,519−31.9%Reduced
MetLife Investment Management34,620$497.8K0.00%00.0%Unchanged
New York State Common Retirement Fund34,576$497.2K0.00%−8,566−19.9%Reduced
Engineers Gate Manager LP34,378$494.4K0.02%+34,378New
Barclays PLC34,261$492.7K0.00%+16,143+89.1%Added
CI Private Wealth, LLC33,279$478.6K0.00%+7,377+28.5%Added
American International Group, Inc.32,105$461.7K0.00%+1,005+3.2%Added
ExodusPoint Capital Management, LP31,057$447.0K0.01%+18,442+146.2%Added
Mirae Asset Global Investments Co., Ltd.30,766$442.4K0.00%00.0%Unchanged
Avalon Investment & Advisory30,319$436.0K0.01%00.0%Unchanged
Simplex Trading, LLC27,538$395.0K0.02%+13,416+95.0%Added
Janus Henderson Group PLC27,455$394.5K0.00%+14,653+114.5%Added
Knights of Columbus Asset Advisors LLC27,062$389.2K0.04%00.0%Unchanged
Price T Rowe Associates Inc26,632$383.0K0.00%+742+2.9%Added
American Century Companies Inc26,213$376.9K0.00%−9,712−27.0%Reduced
Legal & General Group Plc26,051$374.6K0.00%+1,703+7.0%Added
Manufacturers Life Insurance Company, The25,839$371.6K0.00%00.0%Unchanged
Voya Investment Management LLC25,263$363.3K0.00%+465+1.9%Added
TownSquare Capital, LLC23,881$343.4K0.01%+1,601+7.2%Added
Clarius Group, LLC22,585$324.8K0.03%00.0%Unchanged
SG Americas Securities, LLC22,365$322.0K0.00%+22,365New
Tower Research Capital LLC (TRC)22,109$318.0K0.01%+14,705+198.6%Added
Thrivent Financial for Lutherans19,170$276.0K0.00%00.0%Unchanged
First Bank & Trust18,538$266.6K0.07%−2,474−11.8%Reduced
Arizona State Retirement System17,717$254.8K0.00%+638+3.7%Added
Handelsbanken Fonder AB17,100$246.0K0.00%00.0%Unchanged
Wells Fargo & Company16,977$244.1K0.00%+14,123+494.8%Added
Envestnet Asset Management Inc16,575$238.3K0.00%+1,579+10.5%Added
HRT Financial LP15,759$226.0K0.00%−7,329−31.7%Reduced