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 |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| Sofos Investments, Inc. | 13 | $31 | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 27 | $364 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $700 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $741 | 0.00% | +55 | New |
| The PNC Financial Services Group, Inc. | 64 | $862 | 0.00% | −29−31.2% | Reduced |
| Gradient Investments LLC | 77 | $1.04K | 0.00% | +77 | New |
| Signaturefd, LLC | 80 | $1.08K | 0.00% | −37−31.6% | Reduced |
| Glassman Wealth Services | 101 | $1.36K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 112 | $1.51K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 131 | $1.76K | 0.00% | +131 | New |
| Cubist Systematic Strategies, LLC | 156 | $2.10K | 0.00% | +156 | New |
| Manchester Capital Management LLC | 156 | $2.10K | 0.00% | −129−45.3% | Reduced |
| Quadrant Capital Group LLC | 255 | $3.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 388 | $5.23K | 0.00% | −115−22.9% | Reduced |
| Leonteq Securities AG | 410 | $5.52K | 0.00% | −591−59.0% | Reduced |
| Lindbrook Capital, LLC | 410 | $5.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 914 | $12.3K | 0.00% | +37+4.2% | Added |
| Banque Cantonale Vaudoise | 1,002 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,222 | $16.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,500 | $20.0K | 0.03% | +1,500 | New |
| Great West Life Assurance Co | 1,516 | $21.0K | 0.00% | −2,093−58.0% | Reduced |
| Whittier Trust Co | 1,815 | $24.4K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,106 | $28.4K | 0.00% | −13,430−86.4% | Reduced |
| Cutler Group LP | 2,260 | $30.0K | 0.01% | −682−23.2% | Reduced |
| FMR LLC | 2,438 | $32.8K | 0.00% | −603,318−99.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $37.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,127 | $42.1K | 0.00% | −8,973−74.2% | Reduced |
| CWM, LLC | 3,196 | $43.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,513 | $47.3K | 0.00% | +661+23.2% | Added |
| Metropolitan Life Insurance Co | 3,658 | $49.3K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,841 | $51.7K | 0.00% | +3,841 | New |
| Advisor Group Holdings, Inc. | 4,946 | $66.6K | 0.00% | −1,550−23.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,102 | $68.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,247 | $70.7K | 0.02% | +1,669+46.6% | Added |
| GGV Capital LLC | 5,268 | $71.0K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $75.0K | 0.00% | +5,600 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $87.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,484 | $100.8K | 0.00% | −14,625−66.1% | Reduced |
| Bessemer Group Inc | 7,584 | $102.0K | 0.00% | +1,067+16.4% | Added |
| Parallel Advisors, LLC | 8,914 | $120.1K | 0.00% | +50+0.6% | Added |
| Royal Bank of Canada | 8,995 | $121.0K | 0.00% | +2,613+40.9% | Added |
| Amalgamated Bank | 9,936 | $134.0K | 0.00% | +3,034+44.0% | Added |
| DFPG Investments, LLC | 10,285 | $148.8K | 0.01% | +10,285 | New |
| Jefferies Financial Group Inc. | 11,994 | $161.6K | 0.00% | +11,994 | New |
| LPL Financial LLC | 12,236 | $164.8K | 0.00% | +138+1.1% | Added |
| HSBC Holdings PLC | 11,795 | $165.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,350 | $166.3K | 0.00% | −2,795−18.5% | Reduced |
| Petrus Trust Company, LTA | 12,485 | $168.2K | 0.02% | +12,485 | New |
| Gsa Capital Partners LLP | 12,985 | $175.0K | 0.02% | −37,971−74.5% | Reduced |
| Caption Management, LLC | 13,000 | $175.1K | 0.03% | +12,000+1,200.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $179.5K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 14,600 | $197.0K | 0.00% | −2,500−14.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,988 | $201.9K | 0.00% | +14,988 | New |
| Envestnet Asset Management Inc | 15,364 | $207.0K | 0.00% | −1,211−7.3% | Reduced |
| XTX Topco Ltd | 15,508 | $208.9K | 0.04% | +15,508 | New |
| Captrust Financial Advisors | 16,003 | $215.6K | 0.00% | +16,003 | New |
| Counterpoint Mutual Funds LLC | 16,212 | $218.4K | 0.20% | +16,212 | New |
| Verition Fund Management LLC | 16,440 | $221.4K | 0.00% | +16,440 | New |
| First Bank & Trust | 18,137 | $244.3K | 0.06% | −401−2.2% | Reduced |
| Arizona State Retirement System | 18,400 | $247.8K | 0.00% | +683+3.9% | Added |
| Voloridge Investment Management, LLC | 18,643 | $251.1K | 0.00% | −173,886−90.3% | Reduced |
| State Board of Administration of Florida Retirement System | 18,744 | $252.5K | 0.00% | +6,290+50.5% | Added |
| AQR Capital Management LLC | 19,172 | $258.2K | 0.00% | +19,172 | New |
| Citigroup Inc | 21,503 | $289.6K | 0.00% | +19,783+1,150.2% | Added |
| Clarius Group, LLC | 22,585 | $304.2K | 0.02% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 24,190 | $325.8K | 0.01% | +309+1.3% | Added |
| Cipher Capital LP | 24,560 | $330.8K | 0.06% | +24,560 | New |
| Millennium Management LLC | 25,126 | $338.4K | 0.00% | −145,696−85.3% | Reduced |
| Manufacturers Life Insurance Company, The | 26,175 | $352.6K | 0.00% | +336+1.3% | Added |
| Nisa Investment Advisors, LLC | 26,440 | $356.1K | 0.00% | +17,300+189.3% | Added |
| Voya Investment Management LLC | 26,470 | $356.6K | 0.00% | +1,207+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 26,602 | $358.3K | 0.00% | +26,362+10,984.2% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $364.5K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,423 | $369.3K | 0.00% | −32−0.1% | Reduced |
| American Century Companies Inc | 27,416 | $369.3K | 0.00% | +1,203+4.6% | Added |
| Price T Rowe Associates Inc | 27,937 | $377.0K | 0.00% | +1,305+4.9% | Added |
| Wells Fargo & Company | 31,410 | $423.1K | 0.00% | +14,433+85.0% | Added |
| American International Group, Inc. | 31,782 | $428.1K | 0.00% | −323−1.0% | Reduced |
| Franklin Resources Inc | 32,835 | $442.3K | 0.00% | +32,571+12,337.5% | Added |
| Barclays PLC | 33,959 | $457.4K | 0.00% | −302−0.9% | Reduced |
| MetLife Investment Management | 34,620 | $466.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 34,896 | $470.0K | 0.02% | −4,557−11.6% | Reduced |
| New York State Common Retirement Fund | 35,521 | $478.5K | 0.00% | +945+2.7% | Added |
| Simplex Trading, LLC | 42,349 | $570.0K | 0.02% | +14,811+53.8% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $584.6K | 0.20% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 43,557 | $586.7K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 48,163 | $649.0K | 0.08% | +48,163 | New |
| Dark Forest Capital Management LP | 48,543 | $653.9K | 0.07% | +42,688+729.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,921 | $672.4K | 0.00% | +19,155+62.3% | Added |
| Advisors Capital Management, LLC | 50,639 | $682.0K | 0.02% | +181+0.4% | Added |
| Algert Global LLC | 55,993 | $754.2K | 0.03% | −216,454−79.4% | Reduced |
| Avidian Wealth Solutions, LLC | 57,307 | $771.9K | 0.05% | −221,738−79.5% | Reduced |
| Miracle Mile Advisors, LLC | 59,548 | $802.1K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 63,052 | $849.3K | 0.00% | +29,773+89.5% | Added |
| Premier Fund Managers Ltd | 69,022 | $872.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| HRT Financial LP | 66,405 | $894.0K | 0.01% | +50,646+321.4% | Added |
| Legal & General Group Plc | 67,425 | $908.2K | 0.00% | +41,374+158.8% | Added |