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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 80,708 | $1.16M | 0.01% | +3,883+5.1% | Added |
| Prudential Financial Inc | 85,263 | $1.23M | 0.00% | +85,263 | New |
| Titleist Asset Management, LLC | 98,000 | $1.41M | 0.30% | +98,000 | New |
| Blair William & Co | 99,571 | $1.43M | 0.01% | −5,868−5.6% | Reduced |
| Invesco Ltd. | 99,753 | $1.43M | 0.00% | +53,954+117.8% | Added |
| Rhumbline Advisers | 110,135 | $1.58M | 0.00% | +12,872+13.2% | Added |
| Lazard Asset Management LLC | 115,439 | $1.66M | 0.00% | −75,409−39.5% | Reduced |
| Stifel Financial Corp | 119,670 | $1.72M | 0.00% | +20,434+20.6% | Added |
| Numerai GP LLC | 125,065 | $1.80M | 0.60% | −61,875−33.1% | Reduced |
| Panagora Asset Management Inc | 128,804 | $1.85M | 0.01% | +96,884+303.5% | Added |
| Swiss National Bank | 132,000 | $1.90M | 0.00% | −14,200−9.7% | Reduced |
| UBS Group AG | 140,008 | $2.01M | 0.00% | −31,914−18.6% | Reduced |
| Equitable Trust Co | 155,020 | $2.23M | 0.18% | 00.0% | Unchanged |
| Millennium Management LLC | 170,822 | $2.46M | 0.00% | −925,569−84.4% | Reduced |
| Voloridge Investment Management, LLC | 192,529 | $2.77M | 0.01% | −97,853−33.7% | Reduced |
| Norges Bank | 199,574 | $2.87M | 0.00% | +44,100+28.4% | Added |
| Goldman Sachs Group Inc | 242,732 | $3.49M | 0.00% | −179,122−42.5% | Reduced |
| Bank of New York Mellon Corp | 243,345 | $3.50M | 0.00% | +3,791+1.6% | Added |
| Two Sigma Advisers, LP | 245,900 | $3.54M | 0.01% | −40,100−14.0% | Reduced |
| Ameriprise Financial Inc | 252,483 | $3.63M | 0.00% | +132,925+111.2% | Added |
| Algert Global LLC | 272,447 | $3.92M | 0.18% | +121,065+80.0% | Added |
| Avidian Wealth Solutions, LLC | 279,045 | $4.01M | 0.22% | +128,965+85.9% | Added |
| Deutsche Bank AG | 314,698 | $4.53M | 0.00% | +92,001+41.3% | Added |
| Jane Street Group, LLC | 324,746 | $4.67M | 0.01% | −33,004−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 476,433 | $6.85M | 0.00% | −1090.0% | Reduced |
| Fred Alger Management, LLC | 490,342 | $7.05M | 0.04% | +490,342 | New |
| Bank of Montreal | 507,552 | $7.37M | 0.00% | −27,743−5.2% | Reduced |
| Lisanti Capital Growth, LLC | 558,800 | $8.04M | 1.12% | +558,800 | New |
| Citadel Advisors LLC | 569,732 | $8.19M | 0.01% | −394,895−40.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 571,228 | $8.21M | 0.05% | +571,228 | New |
| FMR LLC | 605,756 | $8.71M | 0.00% | +97,782+19.2% | Added |
| Morgan Stanley | 663,871 | $9.55M | 0.00% | +132,089+24.8% | Added |
| Northern Trust Corp | 682,419 | $9.81M | 0.00% | +1,426+0.2% | Added |
| Renaissance Technologies LLC | 692,200 | $9.95M | 0.01% | +191,900+38.4% | Added |
| Nikko Asset Management Americas, Inc. | 789,567 | $11.1M | 0.13% | +3,119+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 792,334 | $11.4M | 0.01% | +5,886+0.7% | Added |
| Nuveen Asset Management, LLC | 824,322 | $11.9M | 0.00% | +270,757+48.9% | Added |
| Bank of America Corp | 870,088 | $12.5M | 0.00% | +76,186+9.6% | Added |
| Point72 Asset Management, L.P. | 882,857 | $12.7M | 0.05% | +400,157+82.9% | Added |
| Dimensional Fund Advisors LP | 1,191,220 | $17.1M | 0.01% | +421,465+54.8% | Added |
| D. E. Shaw & Co., Inc. | 1,296,941 | $18.7M | 0.03% | +27,383+2.2% | Added |
| Geode Capital Management, LLC | 1,306,584 | $18.8M | 0.00% | +67,623+5.5% | Added |
| State Street Corp | 1,504,944 | $21.6M | 0.00% | +40,580+2.8% | Added |
| Sepio Capital, LP | 1,506,225 | $21.7M | 2.00% | +1,506,225 | New |
| Rock Springs Capital Management LP | 2,545,000 | $36.6M | 0.87% | +607,000+31.3% | Added |
| Bellevue Group AG | 4,041,801 | $58.1M | 0.84% | +364,524+9.9% | Added |
| Vanguard Group Inc | 5,003,196 | $71.9M | 0.00% | +86,799+1.8% | Added |
| Brown Advisory Inc | 5,139,881 | $73.9M | 0.13% | +97,730+1.9% | Added |
| BlackRock Inc. | 5,352,489 | $77.0M | 0.00% | +86,807+1.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,738,712 | $82.5M | 0.57% | +279,796+5.1% | Added |
| JPMorgan Chase & Co | 5,893,057 | $84.7M | 0.01% | +695,910+13.4% | Added |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −60,051−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −53,887−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,920−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,390−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,317−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −21,663−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −15,101−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,465−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −886−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cross Creek Advisors, LLC | – | – | – | – | Not filed |
| Titleist Asset Management, Ltd. | – | – | – | – | Not filed |
| New York Life Investments Alternatives | – | – | – | – | Not filed |