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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Elequin Capital LP | 5 | $53 | 0.00% | −126−96.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $286 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 45 | $477 | 0.00% | −210−82.4% | Reduced |
| Baker Avenue Asset Management, LP | 52 | $550 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $677 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $815 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $846 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $1.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 156 | $1.65K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 159 | $1.68K | 0.00% | +159 | New |
| Versant Capital Management, Inc | 176 | $1.86K | 0.00% | +121+220.0% | Added |
| Citigroup Inc | 375 | $3.97K | 0.00% | −21,128−98.3% | Reduced |
| Allworth Financial LP | 386 | $4.08K | 0.00% | −2−0.5% | Reduced |
| Leonteq Securities AG | 410 | $4.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 410 | $4.34K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 498 | $5.27K | 0.00% | +498 | New |
| Macroview Investment Management LLC | 745 | $7.88K | 0.01% | +745 | New |
| First Horizon Advisors, Inc. | 960 | $10.2K | 0.00% | +46+5.0% | Added |
| Banque Cantonale Vaudoise | 1,002 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,222 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $19.2K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 2,260 | $23.0K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,604 | $27.6K | 0.03% | +2,604 | New |
| State of Wyoming | 2,629 | $27.8K | 0.01% | −2,618−49.9% | Reduced |
| DekaBank Deutsche Girozentrale | 2,604 | $28.0K | 0.00% | +2,604 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $29.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,810 | $29.7K | 0.00% | +372+15.3% | Added |
| CWM, LLC | 3,196 | $34.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,959 | $41.9K | 0.00% | +301+8.2% | Added |
| GGV Capital LLC | 5,268 | $55.7K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,582 | $59.1K | 0.00% | −21,020−79.0% | Reduced |
| Great West Life Assurance Co | 5,968 | $63.0K | 0.00% | +4,452+293.7% | Added |
| Ameritas Investment Partners, Inc. | 6,560 | $69.4K | 0.00% | +1,458+28.6% | Added |
| Parallax Volatility Advisers, L.P. | 6,885 | $72.8K | 0.00% | +3,372+96.0% | Added |
| Bessemer Group Inc | 7,584 | $80.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 8,038 | $85.0K | 0.07% | −8,174−50.4% | Reduced |
| Advisor Group Holdings, Inc. | 8,061 | $85.3K | 0.00% | +3,115+63.0% | Added |
| Parallel Advisors, LLC | 8,914 | $94.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,936 | $105.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,940 | $116.0K | 0.01% | +10,940 | New |
| Royal Bank of Canada | 11,272 | $120.0K | 0.00% | +2,277+25.3% | Added |
| Cetera Advisor Networks LLC | 11,485 | $121.5K | 0.00% | +11,485 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,928 | $126.2K | 0.00% | +5,455+84.3% | Added |
| LPL Financial LLC | 12,289 | $130.0K | 0.00% | +53+0.4% | Added |
| Caption Management, LLC | 13,000 | $137.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $141.0K | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 14,721 | $155.9K | 0.00% | +2,926+24.8% | Added |
| ExodusPoint Capital Management, LP | 15,498 | $164.0K | 0.00% | +15,498 | New |
| Captrust Financial Advisors | 16,000 | $169.3K | 0.00% | −30.0% | Reduced |
| First Bank & Trust | 16,090 | $170.2K | 0.04% | −2,047−11.3% | Reduced |
| Keebeck Alpha, LP | 16,124 | $170.6K | 0.17% | +16,124 | New |
| Prelude Capital Management, LLC | 16,201 | $171.4K | 0.02% | +16,201 | New |
| Mariner, LLC | 16,236 | $171.8K | 0.00% | +3,886+31.5% | Added |
| Handelsbanken Fonder AB | 16,765 | $177.0K | 0.00% | +2,165+14.8% | Added |
| Los Angeles Capital Management LLC | 16,819 | $177.9K | 0.00% | +16,819 | New |
| TownSquare Capital, LLC | 17,309 | $183.1K | 0.00% | −6,881−28.4% | Reduced |
| Numerai GP LLC | 18,700 | $197.8K | 0.07% | −55,608−74.8% | Reduced |
| Petrus Trust Company, LTA | 19,098 | $202.1K | 0.02% | +6,613+53.0% | Added |
| Tower Research Capital LLC (TRC) | 19,145 | $202.6K | 0.01% | +11,661+155.8% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $204.8K | 0.00% | +610+3.3% | Added |
| Arizona State Retirement System | 19,381 | $205.1K | 0.00% | +981+5.3% | Added |
| American Century Companies Inc | 21,327 | $225.6K | 0.00% | −6,089−22.2% | Reduced |
| Clarius Group, LLC | 22,585 | $238.9K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 25,723 | $272.1K | 0.00% | +25,723 | New |
| Wells Fargo & Company | 25,887 | $273.9K | 0.00% | −5,523−17.6% | Reduced |
| PEAK6 Investments LLC | 26,382 | $279.1K | 0.01% | +24,276+1,152.7% | Added |
| Nisa Investment Advisors, LLC | 26,440 | $279.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,030 | $286.0K | 0.00% | +560+2.1% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $286.3K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,468 | $290.6K | 0.00% | +45+0.2% | Added |
| Jefferies Financial Group Inc. | 28,417 | $300.7K | 0.01% | +16,423+136.9% | Added |
| Price T Rowe Associates Inc | 29,484 | $312.0K | 0.00% | +1,547+5.5% | Added |
| AQR Capital Management LLC | 29,607 | $313.2K | 0.00% | +10,435+54.4% | Added |
| Franklin Resources Inc | 32,835 | $347.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 33,078 | $350.0K | 0.00% | −2,443−6.9% | Reduced |
| Manufacturers Life Insurance Company, The | 33,771 | $357.3K | 0.00% | +7,596+29.0% | Added |
| American International Group, Inc. | 33,847 | $358.1K | 0.00% | +2,065+6.5% | Added |
| MetLife Investment Management | 34,620 | $366.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 35,280 | $373.3K | 0.00% | +19,916+129.6% | Added |
| Barclays PLC | 37,630 | $398.1K | 0.00% | +3,671+10.8% | Added |
| Mach-1 Financial Group, Inc. | 37,684 | $398.7K | 0.17% | +37,684 | New |
| AE Wealth Management LLC | 37,807 | $400.0K | 0.00% | +37,807 | New |
| Squarepoint Ops LLC | 39,899 | $422.1K | 0.00% | −80,223−66.8% | Reduced |
| Waypoint Wealth Partners Inc. | 43,400 | $459.2K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 44,057 | $466.1K | 0.00% | +44,057 | New |
| Simplex Trading, LLC | 46,995 | $497.0K | 0.02% | +4,646+11.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 48,781 | $516.1K | 0.00% | +48,781 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,041 | $529.4K | 0.00% | +120+0.2% | Added |
| Two Sigma Investments, LP | 50,737 | $536.8K | 0.00% | −56,370−52.6% | Reduced |
| Group One Trading, L.P. | 52,741 | $558.0K | 0.02% | +17,845+51.1% | Added |
| Susquehanna International Group, LLP | 53,598 | $567.1K | 0.00% | −36,334−40.4% | Reduced |
| Miracle Mile Advisors, LLC | 59,548 | $630.0K | 0.02% | 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 |
| CI Private Wealth, LLC | 63,052 | $667.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 64,752 | $685.0K | 0.07% | +16,589+34.4% | Added |
| Tudor Investment Corp Et Al | 74,994 | $793.4K | 0.01% | −60.0% | Reduced |
| Alliancebernstein L.P. | 75,092 | $794.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 75,127 | $794.8K | 0.00% | −4,469−5.6% | Reduced |