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, Q2 2023
Institutional positions in Accolade, Inc. as of Jun 30, 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
- 156
- +6 vs. Q1 2023
- Shares held
- 56.0M
- −923.0K (−1.6%) vs. Q1 2023
- Total value
- $755.1M
- −$63.7M (−7.8%) vs. Q1 2023
- New holders
- 25
- 53 more added
- Sold out
- 19
- 50 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6,598,440 | $88.9M | 0.01% | +705,383+12.0% | Added |
| Brown Advisory Inc | 6,096,355 | $82.1M | 0.13% | +956,474+18.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,683,906 | $76.6M | 0.51% | −54,806−1.0% | Reduced |
| BlackRock Inc. | 5,290,742 | $71.3M | 0.00% | −61,747−1.2% | Reduced |
| Vanguard Group Inc | 5,126,394 | $69.1M | 0.00% | +123,198+2.5% | Added |
| Bellevue Group AG | 4,521,059 | $60.9M | 0.87% | +479,258+11.9% | Added |
| Rock Springs Capital Management LP | 2,820,000 | $38.0M | 0.90% | +275,000+10.8% | Added |
| Dimensional Fund Advisors LP | 1,551,609 | $20.9M | 0.01% | +360,389+30.3% | Added |
| State Street Corp | 1,492,551 | $20.1M | 0.00% | −12,393−0.8% | Reduced |
| Geode Capital Management, LLC | 1,334,939 | $18.0M | 0.00% | +28,355+2.2% | Added |
| Nuveen Asset Management, LLC | 1,165,059 | $15.7M | 0.01% | +340,737+41.3% | Added |
| D. E. Shaw & Co., Inc. | 1,099,225 | $14.8M | 0.02% | −197,716−15.2% | Reduced |
| Bank of America Corp | 865,753 | $11.7M | 0.00% | −4,335−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 852,023 | $11.5M | 0.01% | +59,689+7.5% | Added |
| Nikko Asset Management Americas, Inc. | 852,023 | $11.5M | 0.12% | +62,456+7.9% | Added |
| Northern Trust Corp | 714,166 | $9.62M | 0.00% | +31,747+4.7% | Added |
| Morgan Stanley | 603,292 | $8.13M | 0.00% | −60,579−9.1% | Reduced |
| Citadel Advisors LLC | 571,613 | $7.70M | 0.01% | +1,881+0.3% | Added |
| Renaissance Technologies LLC | 525,600 | $7.08M | 0.01% | −166,600−24.1% | Reduced |
| Bank of Montreal | 504,796 | $7.05M | 0.00% | −2,756−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 480,380 | $6.47M | 0.00% | +3,947+0.8% | Added |
| Marshall Wace, LLP | 377,565 | $5.09M | 0.01% | +377,565 | New |
| Prudential Financial Inc | 372,163 | $5.01M | 0.01% | +286,900+336.5% | Added |
| Goldman Sachs Group Inc | 345,475 | $4.65M | 0.00% | +102,743+42.3% | Added |
| Jane Street Group, LLC | 291,695 | $3.93M | 0.01% | −33,051−10.2% | Reduced |
| Deutsche Bank AG | 288,864 | $3.89M | 0.00% | −25,834−8.2% | Reduced |
| Balyasny Asset Management LLC | 251,735 | $3.39M | 0.01% | +251,735 | New |
| Sepio Capital, LP | 235,119 | $3.17M | 0.26% | −1,271,106−84.4% | Reduced |
| Bank of New York Mellon Corp | 224,023 | $3.02M | 0.00% | −19,322−7.9% | Reduced |
| Two Sigma Advisers, LP | 207,300 | $2.79M | 0.01% | −38,600−15.7% | Reduced |
| Invesco Ltd. | 196,072 | $2.64M | 0.00% | +96,319+96.6% | Added |
| Ameriprise Financial Inc | 181,399 | $2.44M | 0.00% | −71,084−28.2% | Reduced |
| Norges Bank | 167,237 | $2.25M | 0.00% | −32,337−16.2% | Reduced |
| Equitable Trust Co | 155,020 | $2.09M | 0.16% | 00.0% | Unchanged |
| Swiss National Bank | 142,600 | $1.92M | 0.00% | +10,600+8.0% | Added |
| Point72 Asset Management, L.P. | 136,181 | $1.83M | 0.01% | −746,676−84.6% | Reduced |
| Stifel Financial Corp | 123,781 | $1.67M | 0.00% | +4,111+3.4% | Added |
| Squarepoint Ops LLC | 120,122 | $1.62M | 0.01% | +120,122 | New |
| Lazard Asset Management LLC | 116,520 | $1.57M | 0.00% | +1,081+0.9% | Added |
| Two Sigma Investments, LP | 107,107 | $1.44M | 0.00% | +30,470+39.8% | Added |
| Nordea Investment Management AB | 105,341 | $1.43M | 0.00% | +105,341 | New |
| Blair William & Co | 105,593 | $1.42M | 0.01% | +6,022+6.0% | Added |
| Rhumbline Advisers | 100,089 | $1.35M | 0.00% | −10,046−9.1% | Reduced |
| UBS Group AG | 98,072 | $1.32M | 0.00% | −41,936−30.0% | Reduced |
| Titleist Asset Management, LLC | 96,000 | $1.29M | 0.25% | −2,000−2.0% | Reduced |
| Susquehanna International Group, LLP | 89,932 | $1.21M | 0.00% | +36,923+69.7% | Added |
| Credit Suisse AG | 81,687 | $1.10M | 0.00% | +7,136+9.6% | Added |
| Cresset Asset Management, LLC | 80,919 | $1.09M | 0.01% | +80,919 | New |
| California State Teachers Retirement System | 79,596 | $1.07M | 0.00% | +1,147+1.5% | Added |
| Bridgewater Associates, LP | 78,238 | $1.05M | 0.01% | −2,470−3.1% | Reduced |
| UBS Asset Management Americas Inc | 72,198 | $1.04M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75,768 | $1.02M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 75,092 | $1.01M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 75,000 | $1.01M | 0.02% | −344−0.5% | Reduced |
| Numerai GP LLC | 74,308 | $1.00M | 0.20% | −50,757−40.6% | Reduced |
| First Trust Advisors LP | 72,442 | $975.8K | 0.00% | +72,442 | New |
| Legal & General Group Plc | 67,425 | $908.2K | 0.00% | +41,374+158.8% | Added |
| HRT Financial LP | 66,405 | $894.0K | 0.01% | +50,646+321.4% | Added |
| Brinker Capital Investments, LLC | 65,698 | $885.0K | 0.01% | −4,266−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 65,698 | $885.0K | 0.01% | −4,266−6.1% | Reduced |
| Premier Fund Managers Ltd | 69,022 | $872.0K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 63,052 | $849.3K | 0.00% | +29,773+89.5% | Added |
| Miracle Mile Advisors, LLC | 59,548 | $802.1K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 57,307 | $771.9K | 0.05% | −221,738−79.5% | Reduced |
| Algert Global LLC | 55,993 | $754.2K | 0.03% | −216,454−79.4% | Reduced |
| Advisors Capital Management, LLC | 50,639 | $682.0K | 0.02% | +181+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,921 | $672.4K | 0.00% | +19,155+62.3% | Added |
| Dark Forest Capital Management LP | 48,543 | $653.9K | 0.07% | +42,688+729.1% | Added |
| Dynamic Technology Lab Private Ltd | 48,163 | $649.0K | 0.08% | +48,163 | New |
| Aj Wealth Strategies, LLC | 43,557 | $586.7K | 0.03% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 43,400 | $584.6K | 0.20% | 00.0% | Unchanged |
| Simplex Trading, LLC | 42,349 | $570.0K | 0.02% | +14,811+53.8% | Added |
| New York State Common Retirement Fund | 35,521 | $478.5K | 0.00% | +945+2.7% | Added |
| Group One Trading, L.P. | 34,896 | $470.0K | 0.02% | −4,557−11.6% | Reduced |
| MetLife Investment Management | 34,620 | $466.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 33,959 | $457.4K | 0.00% | −302−0.9% | Reduced |
| Franklin Resources Inc | 32,835 | $442.3K | 0.00% | +32,571+12,337.5% | Added |
| American International Group, Inc. | 31,782 | $428.1K | 0.00% | −323−1.0% | Reduced |
| Wells Fargo & Company | 31,410 | $423.1K | 0.00% | +14,433+85.0% | Added |
| Price T Rowe Associates Inc | 27,937 | $377.0K | 0.00% | +1,305+4.9% | Added |
| American Century Companies Inc | 27,416 | $369.3K | 0.00% | +1,203+4.6% | Added |
| Janus Henderson Group PLC | 27,423 | $369.3K | 0.00% | −32−0.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 27,062 | $364.5K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 26,602 | $358.3K | 0.00% | +26,362+10,984.2% | Added |
| Voya Investment Management LLC | 26,470 | $356.6K | 0.00% | +1,207+4.8% | Added |
| Nisa Investment Advisors, LLC | 26,440 | $356.1K | 0.00% | +17,300+189.3% | Added |
| Manufacturers Life Insurance Company, The | 26,175 | $352.6K | 0.00% | +336+1.3% | Added |
| Millennium Management LLC | 25,126 | $338.4K | 0.00% | −145,696−85.3% | Reduced |
| Cipher Capital LP | 24,560 | $330.8K | 0.06% | +24,560 | New |
| TownSquare Capital, LLC | 24,190 | $325.8K | 0.01% | +309+1.3% | Added |
| Clarius Group, LLC | 22,585 | $304.2K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 21,503 | $289.6K | 0.00% | +19,783+1,150.2% | Added |
| AQR Capital Management LLC | 19,172 | $258.2K | 0.00% | +19,172 | New |
| State Board of Administration of Florida Retirement System | 18,744 | $252.5K | 0.00% | +6,290+50.5% | Added |
| Voloridge Investment Management, LLC | 18,643 | $251.1K | 0.00% | −173,886−90.3% | Reduced |
| Arizona State Retirement System | 18,400 | $247.8K | 0.00% | +683+3.9% | Added |
| First Bank & Trust | 18,137 | $244.3K | 0.06% | −401−2.2% | Reduced |
| Verition Fund Management LLC | 16,440 | $221.4K | 0.00% | +16,440 | New |
| Counterpoint Mutual Funds LLC | 16,212 | $218.4K | 0.20% | +16,212 | New |
| Captrust Financial Advisors | 16,003 | $215.6K | 0.00% | +16,003 | New |