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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 15,536 | $223.4K | 0.01% | +1,410+10.0% | Added |
| Mariner, LLC | 15,145 | $215.0K | 0.00% | +849+5.9% | Added |
| Corton Capital Inc. | 13,981 | $201.0K | 0.14% | +13,981 | New |
| International Assets Investment Management, LLC | 13,800 | $198.4K | 0.03% | −4,900−26.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $191.6K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,454 | $179.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,100 | $174.0K | 0.00% | +1,000+9.0% | Added |
| LPL Financial LLC | 12,098 | $174.0K | 0.00% | −273−2.2% | Reduced |
| HSBC Holdings PLC | 11,795 | $170.7K | 0.00% | +673+6.1% | Added |
| Delphia (USA) Inc. | 11,331 | $162.9K | 0.20% | +11,331 | New |
| First Republic Investment Management, Inc. | 10,000 | $143.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,140 | $131.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,864 | $127.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,902 | $99.0K | 0.00% | −1,505−17.9% | Reduced |
| Bessemer Group Inc | 6,517 | $94.0K | 0.00% | +6,517 | New |
| Advisor Group Holdings, Inc. | 6,496 | $93.4K | 0.00% | +1,690+35.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $93.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,382 | $92.0K | 0.00% | −5,888−48.0% | Reduced |
| Dark Forest Capital Management LP | 5,855 | $84.2K | 0.02% | +5,760+6,063.2% | Added |
| GGV Capital LLC | 5,268 | $75.8K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,102 | $73.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,658 | $52.6K | 0.00% | −268−6.8% | Reduced |
| Great West Life Assurance Co | 3,609 | $52.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,578 | $51.5K | 0.02% | +3,578 | New |
| CWM, LLC | 3,196 | $46.0K | 0.00% | −3−0.1% | Reduced |
| Cutler Group LP | 2,942 | $42.0K | 0.01% | −202−6.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,852 | $41.0K | 0.00% | −3,430−54.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $40.0K | 0.00% | +2,530+1,012.0% | Added |
| Whittier Trust Co | 1,815 | $26.1K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,720 | $24.7K | 0.00% | −351−16.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,222 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,001 | $14.4K | 0.00% | +736+277.7% | Added |
| Caption Management, LLC | 1,000 | $14.4K | 0.00% | +1,000 | New |
| Banque Cantonale Vaudoise | 1,002 | $14.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 970 | $13.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 877 | $12.6K | 0.00% | +77+9.6% | Added |
| Belpointe Asset Management LLC | 668 | $9.61K | 0.00% | +668 | New |
| TCI Wealth Advisors, Inc. | 547 | $7.87K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $7.23K | 0.00% | +503 | New |
| Lindbrook Capital, LLC | 410 | $5.90K | 0.00% | −61−13.0% | Reduced |
| Manchester Capital Management LLC | 285 | $4.10K | 0.00% | +285 | New |
| Franklin Resources Inc | 264 | $3.80K | 0.00% | +27+11.4% | Added |
| Quadrant Capital Group LLC | 255 | $3.67K | 0.00% | +207+431.3% | Added |
| Allspring Global Investments Holdings, LLC | 240 | $3.45K | 0.00% | +240 | New |
| Signaturefd, LLC | 117 | $1.68K | 0.00% | +37+46.3% | Added |
| Baystate Wealth Management LLC | 112 | $1.61K | 0.00% | +112 | New |
| Glassman Wealth Services | 101 | $1.45K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 93 | $1.34K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $748 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $388 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |