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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 15,508 | $208.9K | 0.04% | +15,508 | New |
| Envestnet Asset Management Inc | 15,364 | $207.0K | 0.00% | −1,211−7.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,988 | $201.9K | 0.00% | +14,988 | New |
| Handelsbanken Fonder AB | 14,600 | $197.0K | 0.00% | −2,500−14.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $179.5K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 13,000 | $175.1K | 0.03% | +12,000+1,200.0% | Added |
| Gsa Capital Partners LLP | 12,985 | $175.0K | 0.02% | −37,971−74.5% | Reduced |
| Petrus Trust Company, LTA | 12,485 | $168.2K | 0.02% | +12,485 | New |
| Mariner, LLC | 12,350 | $166.3K | 0.00% | −2,795−18.5% | Reduced |
| HSBC Holdings PLC | 11,795 | $165.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,236 | $164.8K | 0.00% | +138+1.1% | Added |
| Jefferies Financial Group Inc. | 11,994 | $161.6K | 0.00% | +11,994 | New |
| DFPG Investments, LLC | 10,285 | $148.8K | 0.01% | +10,285 | New |
| Amalgamated Bank | 9,936 | $134.0K | 0.00% | +3,034+44.0% | Added |
| Royal Bank of Canada | 8,995 | $121.0K | 0.00% | +2,613+40.9% | Added |
| Parallel Advisors, LLC | 8,914 | $120.1K | 0.00% | +50+0.6% | Added |
| Bessemer Group Inc | 7,584 | $102.0K | 0.00% | +1,067+16.4% | Added |
| Tower Research Capital LLC (TRC) | 7,484 | $100.8K | 0.00% | −14,625−66.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,473 | $87.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $75.0K | 0.00% | +5,600 | New |
| GGV Capital LLC | 5,268 | $71.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 5,247 | $70.7K | 0.02% | +1,669+46.6% | Added |
| Ameritas Investment Partners, Inc. | 5,102 | $68.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,946 | $66.6K | 0.00% | −1,550−23.9% | Reduced |
| Walleye Trading LLC | 3,841 | $51.7K | 0.00% | +3,841 | New |
| Metropolitan Life Insurance Co | 3,658 | $49.3K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,513 | $47.3K | 0.00% | +661+23.2% | Added |
| CWM, LLC | 3,196 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,127 | $42.1K | 0.00% | −8,973−74.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $37.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,438 | $32.8K | 0.00% | −603,318−99.6% | Reduced |
| Cutler Group LP | 2,260 | $30.0K | 0.01% | −682−23.2% | Reduced |
| PEAK6 Investments LLC | 2,106 | $28.4K | 0.00% | −13,430−86.4% | Reduced |
| Whittier Trust Co | 1,815 | $24.4K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,516 | $21.0K | 0.00% | −2,093−58.0% | Reduced |
| FNY Investment Advisers, LLC | 1,500 | $20.0K | 0.03% | +1,500 | New |
| Capital Advisors, Ltd. LLC | 1,222 | $16.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,002 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 914 | $12.3K | 0.00% | +37+4.2% | Added |
| Leonteq Securities AG | 410 | $5.52K | 0.00% | −591−59.0% | Reduced |
| Lindbrook Capital, LLC | 410 | $5.52K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 388 | $5.23K | 0.00% | −115−22.9% | Reduced |
| Quadrant Capital Group LLC | 255 | $3.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 156 | $2.10K | 0.00% | −129−45.3% | Reduced |
| Cubist Systematic Strategies, LLC | 156 | $2.10K | 0.00% | +156 | New |
| Elequin Capital LP | 131 | $1.76K | 0.00% | +131 | New |
| Baystate Wealth Management LLC | 112 | $1.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $1.36K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $1.08K | 0.00% | −37−31.6% | Reduced |
| Gradient Investments LLC | 77 | $1.04K | 0.00% | +77 | New |
| The PNC Financial Services Group, Inc. | 64 | $862 | 0.00% | −29−31.2% | Reduced |
| Versant Capital Management, Inc | 55 | $741 | 0.00% | +55 | New |
| Baker Avenue Asset Management, LP | 52 | $700 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $364 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 13 | $31 | 0.00% | +13 | New |
| Covestor Ltd | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| 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 |