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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 16,000 | $169.3K | 0.00% | −30.0% | Reduced |
| ExodusPoint Capital Management, LP | 15,498 | $164.0K | 0.00% | +15,498 | New |
| HSBC Holdings PLC | 14,721 | $155.9K | 0.00% | +2,926+24.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,325 | $141.0K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 13,000 | $137.5K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 12,289 | $130.0K | 0.00% | +53+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,928 | $126.2K | 0.00% | +5,455+84.3% | Added |
| Cetera Advisor Networks LLC | 11,485 | $121.5K | 0.00% | +11,485 | New |
| Royal Bank of Canada | 11,272 | $120.0K | 0.00% | +2,277+25.3% | Added |
| Virtu Financial LLC | 10,940 | $116.0K | 0.01% | +10,940 | New |
| Amalgamated Bank | 9,936 | $105.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,914 | $94.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,061 | $85.3K | 0.00% | +3,115+63.0% | Added |
| Counterpoint Mutual Funds LLC | 8,038 | $85.0K | 0.07% | −8,174−50.4% | Reduced |
| Bessemer Group Inc | 7,584 | $80.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,885 | $72.8K | 0.00% | +3,372+96.0% | Added |
| Ameritas Investment Partners, Inc. | 6,560 | $69.4K | 0.00% | +1,458+28.6% | Added |
| Great West Life Assurance Co | 5,968 | $63.0K | 0.00% | +4,452+293.7% | Added |
| Allspring Global Investments Holdings, LLC | 5,582 | $59.1K | 0.00% | −21,020−79.0% | Reduced |
| GGV Capital LLC | 5,268 | $55.7K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,959 | $41.9K | 0.00% | +301+8.2% | Added |
| CWM, LLC | 3,196 | $34.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,810 | $29.7K | 0.00% | +372+15.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,780 | $29.4K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 2,604 | $28.0K | 0.00% | +2,604 | New |
| State of Wyoming | 2,629 | $27.8K | 0.01% | −2,618−49.9% | Reduced |
| BluePath Capital Management, LLC | 2,604 | $27.6K | 0.03% | +2,604 | New |
| Cutler Group LP | 2,260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,815 | $19.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,222 | $13.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,002 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 960 | $10.2K | 0.00% | +46+5.0% | Added |
| Macroview Investment Management LLC | 745 | $7.88K | 0.01% | +745 | New |
| Comerica Bank | 498 | $5.27K | 0.00% | +498 | New |
| Leonteq Securities AG | 410 | $4.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 410 | $4.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 386 | $4.08K | 0.00% | −2−0.5% | Reduced |
| Citigroup Inc | 375 | $3.97K | 0.00% | −21,128−98.3% | Reduced |
| Versant Capital Management, Inc | 176 | $1.86K | 0.00% | +121+220.0% | Added |
| Huntington National Bank | 159 | $1.68K | 0.00% | +159 | New |
| Manchester Capital Management LLC | 156 | $1.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 101 | $1.07K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $846 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $815 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 64 | $677 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $550 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 45 | $477 | 0.00% | −210−82.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 27 | $286 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5 | $53 | 0.00% | −126−96.2% | Reduced |
| Covestor Ltd | 8 | $0 | 0.00% | −1−11.1% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −377,565−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −235,119−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −167,237−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −136,181−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −72,442−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,405−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −69,022−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −57,307−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −55,993−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −50,639−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −48,543−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −24,560−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −18,643−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,508−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,988−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,985−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −10,285−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Aj Wealth Strategies, LLC | – | – | – | – | Not filed |