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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $388 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $748 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 93 | $1.34K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $1.45K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 112 | $1.61K | 0.00% | +112 | New |
| Signaturefd, LLC | 117 | $1.68K | 0.00% | +37+46.3% | Added |
| Allspring Global Investments Holdings, LLC | 240 | $3.45K | 0.00% | +240 | New |
| Quadrant Capital Group LLC | 255 | $3.67K | 0.00% | +207+431.3% | Added |
| Franklin Resources Inc | 264 | $3.80K | 0.00% | +27+11.4% | Added |
| Manchester Capital Management LLC | 285 | $4.10K | 0.00% | +285 | New |
| Lindbrook Capital, LLC | 410 | $5.90K | 0.00% | −61−13.0% | Reduced |
| Allworth Financial LP | 503 | $7.23K | 0.00% | +503 | New |
| TCI Wealth Advisors, Inc. | 547 | $7.87K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 668 | $9.61K | 0.00% | +668 | New |
| First Horizon Advisors, Inc. | 877 | $12.6K | 0.00% | +77+9.6% | Added |
| Essex Investment Management Co LLC | 970 | $13.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,002 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 1,000 | $14.4K | 0.00% | +1,000 | New |
| Leonteq Securities AG | 1,001 | $14.4K | 0.00% | +736+277.7% | Added |
| Capital Advisors, Ltd. LLC | 1,222 | $18.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,720 | $24.7K | 0.00% | −351−16.9% | Reduced |
| Whittier Trust Co | 1,815 | $26.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,780 | $40.0K | 0.00% | +2,530+1,012.0% | Added |
| Parallax Volatility Advisers, L.P. | 2,852 | $41.0K | 0.00% | −3,430−54.6% | Reduced |
| Cutler Group LP | 2,942 | $42.0K | 0.01% | −202−6.4% | Reduced |
| CWM, LLC | 3,196 | $46.0K | 0.00% | −3−0.1% | Reduced |
| State of Wyoming | 3,578 | $51.5K | 0.02% | +3,578 | New |
| Great West Life Assurance Co | 3,609 | $52.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,658 | $52.6K | 0.00% | −268−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 5,102 | $73.4K | 0.00% | 00.0% | Unchanged |
| GGV Capital LLC | 5,268 | $75.8K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,855 | $84.2K | 0.02% | +5,760+6,063.2% | Added |
| Royal Bank of Canada | 6,382 | $92.0K | 0.00% | −5,888−48.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $93.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,496 | $93.4K | 0.00% | +1,690+35.2% | Added |
| Bessemer Group Inc | 6,517 | $94.0K | 0.00% | +6,517 | New |
| Amalgamated Bank | 6,902 | $99.0K | 0.00% | −1,505−17.9% | Reduced |
| Parallel Advisors, LLC | 8,864 | $127.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,140 | $131.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 10,000 | $143.8K | 0.00% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 11,331 | $162.9K | 0.20% | +11,331 | New |
| HSBC Holdings PLC | 11,795 | $170.7K | 0.00% | +673+6.1% | Added |
| LPL Financial LLC | 12,098 | $174.0K | 0.00% | −273−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 12,100 | $174.0K | 0.00% | +1,000+9.0% | Added |
| State Board of Administration of Florida Retirement System | 12,454 | $179.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $191.6K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,800 | $198.4K | 0.03% | −4,900−26.2% | Reduced |
| Corton Capital Inc. | 13,981 | $201.0K | 0.14% | +13,981 | New |
| Mariner, LLC | 15,145 | $215.0K | 0.00% | +849+5.9% | Added |
| PEAK6 Investments LLC | 15,536 | $223.4K | 0.01% | +1,410+10.0% | Added |
| HRT Financial LP | 15,759 | $226.0K | 0.00% | −7,329−31.7% | Reduced |
| Envestnet Asset Management Inc | 16,575 | $238.3K | 0.00% | +1,579+10.5% | Added |
| Wells Fargo & Company | 16,977 | $244.1K | 0.00% | +14,123+494.8% | Added |
| Handelsbanken Fonder AB | 17,100 | $246.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,717 | $254.8K | 0.00% | +638+3.7% | Added |
| First Bank & Trust | 18,538 | $266.6K | 0.07% | −2,474−11.8% | Reduced |
| Thrivent Financial for Lutherans | 19,170 | $276.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,109 | $318.0K | 0.01% | +14,705+198.6% | Added |
| SG Americas Securities, LLC | 22,365 | $322.0K | 0.00% | +22,365 | New |
| Clarius Group, LLC | 22,585 | $324.8K | 0.03% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 23,881 | $343.4K | 0.01% | +1,601+7.2% | Added |
| Voya Investment Management LLC | 25,263 | $363.3K | 0.00% | +465+1.9% | Added |
| Manufacturers Life Insurance Company, The | 25,839 | $371.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 26,051 | $374.6K | 0.00% | +1,703+7.0% | Added |
| American Century Companies Inc | 26,213 | $376.9K | 0.00% | −9,712−27.0% | Reduced |
| Price T Rowe Associates Inc | 26,632 | $383.0K | 0.00% | +742+2.9% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $389.2K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,455 | $394.5K | 0.00% | +14,653+114.5% | Added |
| Simplex Trading, LLC | 27,538 | $395.0K | 0.02% | +13,416+95.0% | Added |
| Avalon Investment & Advisory | 30,319 | $436.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 30,766 | $442.4K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 31,057 | $447.0K | 0.01% | +18,442+146.2% | Added |
| American International Group, Inc. | 32,105 | $461.7K | 0.00% | +1,005+3.2% | Added |
| CI Private Wealth, LLC | 33,279 | $478.6K | 0.00% | +7,377+28.5% | Added |
| Barclays PLC | 34,261 | $492.7K | 0.00% | +16,143+89.1% | Added |
| Engineers Gate Manager LP | 34,378 | $494.4K | 0.02% | +34,378 | New |
| New York State Common Retirement Fund | 34,576 | $497.2K | 0.00% | −8,566−19.9% | Reduced |
| MetLife Investment Management | 34,620 | $497.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 39,453 | $567.3K | 0.03% | −18,519−31.9% | Reduced |
| Public Employees Retirement System of Ohio | 40,409 | $581.0K | 0.00% | +40,409 | New |
| Waypoint Wealth Partners Inc. | 43,400 | $624.1K | 0.22% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 43,557 | $626.4K | 0.03% | 00.0% | Unchanged |
| Manatuck Hill Partners, LLC | 50,000 | $719.0K | 0.36% | +50,000 | New |
| Advisors Capital Management, LLC | 50,458 | $726.0K | 0.02% | −1,359−2.6% | Reduced |
| Gsa Capital Partners LLP | 50,956 | $733.0K | 0.07% | −119,125−70.0% | Reduced |
| Susquehanna International Group, LLP | 53,009 | $762.3K | 0.00% | −7,214−12.0% | Reduced |
| Russell Investments Group, Ltd. | 57,394 | $825.3K | 0.00% | +57,394 | New |
| Miracle Mile Advisors, LLC | 59,548 | $856.3K | 0.03% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 69,022 | $936.0K | 0.04% | +69,022 | New |
| Brinker Capital Investments, LLC | 69,964 | $1.01M | 0.01% | −6,555−8.6% | Reduced |
| Orion Portfolio Solutions, LLC | 69,964 | $1.01M | 0.01% | +69,964 | New |
| UBS Asset Management Americas Inc | 72,198 | $1.04M | 0.00% | +72,198 | New |
| Credit Suisse AG | 74,551 | $1.07M | 0.00% | +5,856+8.5% | Added |
| Alliancebernstein L.P. | 75,092 | $1.08M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 75,344 | $1.08M | 0.02% | −131,158−63.5% | Reduced |
| US Bancorp | 75,768 | $1.09M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 76,637 | $1.10M | 0.00% | +17,002+28.5% | Added |
| California State Teachers Retirement System | 78,449 | $1.13M | 0.00% | −390−0.5% | Reduced |
| Los Angeles Capital Management LLC | 79,190 | $1.14M | 0.01% | −21,220−21.1% | Reduced |