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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 72,442 | $975.8K | 0.00% | +72,442 | New |
| Numerai GP LLC | 74,308 | $1.00M | 0.20% | −50,757−40.6% | Reduced |
| Tudor Investment Corp Et Al | 75,000 | $1.01M | 0.02% | −344−0.5% | Reduced |
| Alliancebernstein L.P. | 75,092 | $1.01M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75,768 | $1.02M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 72,198 | $1.04M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 78,238 | $1.05M | 0.01% | −2,470−3.1% | Reduced |
| California State Teachers Retirement System | 79,596 | $1.07M | 0.00% | +1,147+1.5% | Added |
| Cresset Asset Management, LLC | 80,919 | $1.09M | 0.01% | +80,919 | New |
| Credit Suisse AG | 81,687 | $1.10M | 0.00% | +7,136+9.6% | Added |
| Susquehanna International Group, LLP | 89,932 | $1.21M | 0.00% | +36,923+69.7% | Added |
| Titleist Asset Management, LLC | 96,000 | $1.29M | 0.25% | −2,000−2.0% | Reduced |
| UBS Group AG | 98,072 | $1.32M | 0.00% | −41,936−30.0% | Reduced |
| Rhumbline Advisers | 100,089 | $1.35M | 0.00% | −10,046−9.1% | Reduced |
| Blair William & Co | 105,593 | $1.42M | 0.01% | +6,022+6.0% | Added |
| Nordea Investment Management AB | 105,341 | $1.43M | 0.00% | +105,341 | New |
| Two Sigma Investments, LP | 107,107 | $1.44M | 0.00% | +30,470+39.8% | Added |
| Lazard Asset Management LLC | 116,520 | $1.57M | 0.00% | +1,081+0.9% | Added |
| Squarepoint Ops LLC | 120,122 | $1.62M | 0.01% | +120,122 | New |
| Stifel Financial Corp | 123,781 | $1.67M | 0.00% | +4,111+3.4% | Added |
| Point72 Asset Management, L.P. | 136,181 | $1.83M | 0.01% | −746,676−84.6% | Reduced |
| Swiss National Bank | 142,600 | $1.92M | 0.00% | +10,600+8.0% | Added |
| Equitable Trust Co | 155,020 | $2.09M | 0.16% | 00.0% | Unchanged |
| Norges Bank | 167,237 | $2.25M | 0.00% | −32,337−16.2% | Reduced |
| Ameriprise Financial Inc | 181,399 | $2.44M | 0.00% | −71,084−28.2% | Reduced |
| Invesco Ltd. | 196,072 | $2.64M | 0.00% | +96,319+96.6% | Added |
| Two Sigma Advisers, LP | 207,300 | $2.79M | 0.01% | −38,600−15.7% | Reduced |
| Bank of New York Mellon Corp | 224,023 | $3.02M | 0.00% | −19,322−7.9% | Reduced |
| Sepio Capital, LP | 235,119 | $3.17M | 0.26% | −1,271,106−84.4% | Reduced |
| Balyasny Asset Management LLC | 251,735 | $3.39M | 0.01% | +251,735 | New |
| Deutsche Bank AG | 288,864 | $3.89M | 0.00% | −25,834−8.2% | Reduced |
| Jane Street Group, LLC | 291,695 | $3.93M | 0.01% | −33,051−10.2% | Reduced |
| Goldman Sachs Group Inc | 345,475 | $4.65M | 0.00% | +102,743+42.3% | Added |
| Prudential Financial Inc | 372,163 | $5.01M | 0.01% | +286,900+336.5% | Added |
| Marshall Wace, LLP | 377,565 | $5.09M | 0.01% | +377,565 | New |
| Charles Schwab Investment Management Inc | 480,380 | $6.47M | 0.00% | +3,947+0.8% | Added |
| Bank of Montreal | 504,796 | $7.05M | 0.00% | −2,756−0.5% | Reduced |
| Renaissance Technologies LLC | 525,600 | $7.08M | 0.01% | −166,600−24.1% | Reduced |
| Citadel Advisors LLC | 571,613 | $7.70M | 0.01% | +1,881+0.3% | Added |
| Morgan Stanley | 603,292 | $8.13M | 0.00% | −60,579−9.1% | Reduced |
| Northern Trust Corp | 714,166 | $9.62M | 0.00% | +31,747+4.7% | Added |
| Nikko Asset Management Americas, Inc. | 852,023 | $11.5M | 0.12% | +62,456+7.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 852,023 | $11.5M | 0.01% | +59,689+7.5% | Added |
| Bank of America Corp | 865,753 | $11.7M | 0.00% | −4,335−0.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,099,225 | $14.8M | 0.02% | −197,716−15.2% | Reduced |
| Nuveen Asset Management, LLC | 1,165,059 | $15.7M | 0.01% | +340,737+41.3% | Added |
| Geode Capital Management, LLC | 1,334,939 | $18.0M | 0.00% | +28,355+2.2% | Added |
| State Street Corp | 1,492,551 | $20.1M | 0.00% | −12,393−0.8% | Reduced |
| Dimensional Fund Advisors LP | 1,551,609 | $20.9M | 0.01% | +360,389+30.3% | Added |
| Rock Springs Capital Management LP | 2,820,000 | $38.0M | 0.90% | +275,000+10.8% | Added |
| Bellevue Group AG | 4,521,059 | $60.9M | 0.87% | +479,258+11.9% | Added |
| Vanguard Group Inc | 5,126,394 | $69.1M | 0.00% | +123,198+2.5% | Added |
| BlackRock Inc. | 5,290,742 | $71.3M | 0.00% | −61,747−1.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,683,906 | $76.6M | 0.51% | −54,806−1.0% | Reduced |
| Brown Advisory Inc | 6,096,355 | $82.1M | 0.13% | +956,474+18.6% | Added |
| JPMorgan Chase & Co | 6,598,440 | $88.9M | 0.01% | +705,383+12.0% | Added |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −571,228−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −558,800−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −490,342−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −128,804−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −79,190−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −57,394−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −40,409−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,378−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,057−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −22,365−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −19,170−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |