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, Q3 2023
Institutional positions in Accolade, Inc. as of Sep 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
- 150
- −5 vs. Q2 2023
- Shares held
- 58.0M
- +2.02M (+3.6%) vs. Q2 2023
- Total value
- $614.7M
- −$139.9M (−18.5%) vs. Q2 2023
- New holders
- 20
- 60 more added
- Sold out
- 25
- 36 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 6,582,091 | $69.6M | 0.01% | −16,349−0.2% | Reduced |
| Brown Advisory Inc | 6,066,089 | $64.2M | 0.11% | −30,266−0.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,042,523 | $63.9M | 0.49% | +358,617+6.3% | Added |
| BlackRock Inc. | 5,388,545 | $57.0M | 0.00% | +97,803+1.8% | Added |
| Vanguard Group Inc | 5,283,858 | $55.9M | 0.00% | +157,464+3.1% | Added |
| Bellevue Group AG | 4,527,923 | $47.9M | 0.77% | +6,864+0.2% | Added |
| Rock Springs Capital Management LP | 2,913,000 | $30.8M | 0.83% | +93,000+3.3% | Added |
| Dimensional Fund Advisors LP | 1,871,365 | $19.8M | 0.01% | +319,756+20.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,798,993 | $19.0M | 0.02% | +946,970+111.1% | Added |
| Nikko Asset Management Americas, Inc. | 1,798,993 | $19.0M | 0.23% | +946,970+111.1% | Added |
| State Street Corp | 1,520,314 | $16.1M | 0.00% | +27,763+1.9% | Added |
| Geode Capital Management, LLC | 1,450,941 | $15.4M | 0.00% | +116,002+8.7% | Added |
| Woodline Partners LP | 1,175,792 | $12.4M | 0.15% | +1,175,792 | New |
| Nuveen Asset Management, LLC | 877,429 | $9.28M | 0.00% | −287,630−24.7% | Reduced |
| D. E. Shaw & Co., Inc. | 830,443 | $8.79M | 0.01% | −268,782−24.5% | Reduced |
| Northern Trust Corp | 739,164 | $7.82M | 0.00% | +24,998+3.5% | Added |
| Morgan Stanley | 618,993 | $6.55M | 0.00% | +15,701+2.6% | Added |
| Bank of Montreal | 488,396 | $6.10M | 0.00% | −16,400−3.2% | Reduced |
| Balyasny Asset Management LLC | 529,427 | $5.60M | 0.02% | +277,692+110.3% | Added |
| Charles Schwab Investment Management Inc | 521,423 | $5.52M | 0.00% | +41,043+8.5% | Added |
| Renaissance Technologies LLC | 436,000 | $4.61M | 0.01% | −89,600−17.0% | Reduced |
| Goldman Sachs Group Inc | 431,883 | $4.57M | 0.00% | +86,408+25.0% | Added |
| Prudential Financial Inc | 398,363 | $4.21M | 0.01% | +26,200+7.0% | Added |
| Bank of America Corp | 306,960 | $3.25M | 0.00% | −558,793−64.5% | Reduced |
| Jane Street Group, LLC | 246,908 | $2.61M | 0.00% | −44,787−15.4% | Reduced |
| Bank of New York Mellon Corp | 230,092 | $2.43M | 0.00% | +6,069+2.7% | Added |
| HighTower Advisors, LLC | 222,527 | $2.35M | 0.00% | +222,527 | New |
| Deutsche Bank AG | 198,222 | $2.10M | 0.00% | −90,642−31.4% | Reduced |
| Ameriprise Financial Inc | 174,111 | $1.84M | 0.00% | −7,288−4.0% | Reduced |
| UBS Group AG | 163,651 | $1.73M | 0.00% | +65,579+66.9% | Added |
| Millennium Management LLC | 159,731 | $1.69M | 0.00% | +134,605+535.7% | Added |
| Equitable Trust Co | 155,020 | $1.64M | 0.14% | 00.0% | Unchanged |
| Swiss National Bank | 149,600 | $1.58M | 0.00% | +7,000+4.9% | Added |
| Citadel Advisors LLC | 143,312 | $1.52M | 0.00% | −428,301−74.9% | Reduced |
| Stifel Financial Corp | 130,402 | $1.38M | 0.00% | +6,621+5.3% | Added |
| Lazard Asset Management LLC | 114,551 | $1.21M | 0.00% | −1,969−1.7% | Reduced |
| Nordea Investment Management AB | 106,764 | $1.15M | 0.00% | +1,423+1.4% | Added |
| Blair William & Co | 106,895 | $1.13M | 0.00% | +1,302+1.2% | Added |
| Invesco Ltd. | 105,781 | $1.12M | 0.00% | −90,291−46.0% | Reduced |
| Rhumbline Advisers | 102,782 | $1.09M | 0.00% | +2,693+2.7% | Added |
| CIBC Private Wealth Group, LLC | 102,598 | $1.09M | 0.00% | +102,598 | New |
| Titleist Asset Management, LLC | 96,000 | $1.02M | 0.21% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 92,300 | $976.5K | 0.00% | −115,000−55.5% | Reduced |
| Bridgewater Associates, LP | 88,613 | $937.5K | 0.01% | +10,375+13.3% | Added |
| ClariVest Asset Management LLC | 86,252 | $912.0K | 0.05% | +86,252 | New |
| Credit Suisse AG | 82,703 | $875.0K | 0.00% | +1,016+1.2% | Added |
| Cresset Asset Management, LLC | 80,919 | $856.1K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 76,802 | $812.6K | 0.00% | +9,377+13.9% | Added |
| US Bancorp | 75,768 | $801.6K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 75,479 | $798.6K | 0.00% | +3,281+4.5% | Added |
| California State Teachers Retirement System | 75,127 | $794.8K | 0.00% | −4,469−5.6% | Reduced |
| Alliancebernstein L.P. | 75,092 | $794.5K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 74,994 | $793.4K | 0.01% | −60.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 64,752 | $685.0K | 0.07% | +16,589+34.4% | Added |
| CI Private Wealth, LLC | 63,052 | $667.1K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 61,463 | $650.3K | 0.01% | −4,235−6.4% | Reduced |
| Orion Portfolio Solutions, LLC | 61,463 | $650.3K | 0.01% | −4,235−6.4% | Reduced |
| Miracle Mile Advisors, LLC | 59,548 | $630.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 53,598 | $567.1K | 0.00% | −36,334−40.4% | Reduced |
| Group One Trading, L.P. | 52,741 | $558.0K | 0.02% | +17,845+51.1% | Added |
| Two Sigma Investments, LP | 50,737 | $536.8K | 0.00% | −56,370−52.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,041 | $529.4K | 0.00% | +120+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,781 | $516.1K | 0.00% | +48,781 | New |
| Simplex Trading, LLC | 46,995 | $497.0K | 0.02% | +4,646+11.0% | Added |
| Cerity Partners LLC | 44,057 | $466.1K | 0.00% | +44,057 | New |
| Waypoint Wealth Partners Inc. | 43,400 | $459.2K | 0.16% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 39,899 | $422.1K | 0.00% | −80,223−66.8% | Reduced |
| AE Wealth Management LLC | 37,807 | $400.0K | 0.00% | +37,807 | New |
| Mach-1 Financial Group, Inc. | 37,684 | $398.7K | 0.17% | +37,684 | New |
| Barclays PLC | 37,630 | $398.1K | 0.00% | +3,671+10.8% | Added |
| Envestnet Asset Management Inc | 35,280 | $373.3K | 0.00% | +19,916+129.6% | Added |
| MetLife Investment Management | 34,620 | $366.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 33,847 | $358.1K | 0.00% | +2,065+6.5% | Added |
| Manufacturers Life Insurance Company, The | 33,771 | $357.3K | 0.00% | +7,596+29.0% | Added |
| New York State Common Retirement Fund | 33,078 | $350.0K | 0.00% | −2,443−6.9% | Reduced |
| Franklin Resources Inc | 32,835 | $347.4K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 29,607 | $313.2K | 0.00% | +10,435+54.4% | Added |
| Price T Rowe Associates Inc | 29,484 | $312.0K | 0.00% | +1,547+5.5% | Added |
| Jefferies Financial Group Inc. | 28,417 | $300.7K | 0.01% | +16,423+136.9% | Added |
| Janus Henderson Group PLC | 27,468 | $290.6K | 0.00% | +45+0.2% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $286.3K | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,030 | $286.0K | 0.00% | +560+2.1% | Added |
| Nisa Investment Advisors, LLC | 26,440 | $279.7K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 26,382 | $279.1K | 0.01% | +24,276+1,152.7% | Added |
| Wells Fargo & Company | 25,887 | $273.9K | 0.00% | −5,523−17.6% | Reduced |
| Raymond James & Associates | 25,723 | $272.1K | 0.00% | +25,723 | New |
| Clarius Group, LLC | 22,585 | $238.9K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 21,327 | $225.6K | 0.00% | −6,089−22.2% | Reduced |
| Arizona State Retirement System | 19,381 | $205.1K | 0.00% | +981+5.3% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $204.8K | 0.00% | +610+3.3% | Added |
| Tower Research Capital LLC (TRC) | 19,145 | $202.6K | 0.01% | +11,661+155.8% | Added |
| Petrus Trust Company, LTA | 19,098 | $202.1K | 0.02% | +6,613+53.0% | Added |
| Numerai GP LLC | 18,700 | $197.8K | 0.07% | −55,608−74.8% | Reduced |
| TownSquare Capital, LLC | 17,309 | $183.1K | 0.00% | −6,881−28.4% | Reduced |
| Los Angeles Capital Management LLC | 16,819 | $177.9K | 0.00% | +16,819 | New |
| Handelsbanken Fonder AB | 16,765 | $177.0K | 0.00% | +2,165+14.8% | Added |
| Mariner, LLC | 16,236 | $171.8K | 0.00% | +3,886+31.5% | Added |
| Prelude Capital Management, LLC | 16,201 | $171.4K | 0.02% | +16,201 | New |
| Keebeck Alpha, LP | 16,124 | $170.6K | 0.17% | +16,124 | New |
| First Bank & Trust | 16,090 | $170.2K | 0.04% | −2,047−11.3% | Reduced |