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, Q4 2023
Institutional positions in Accolade, Inc. as of Dec 31, 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
- 141
- −9 vs. Q3 2023
- Shares held
- 67.0M
- +9.00M (+15.5%) vs. Q3 2023
- Total value
- $803.6M
- +$188.9M (+30.7%) vs. Q3 2023
- New holders
- 23
- 51 more added
- Sold out
- 32
- 46 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARK Investment Management LLCSuperinvestorARK Invest | 6,805,208 | $81.7M | 0.48% | +762,685+12.6% | Added |
| JPMorgan Chase & Co | 6,410,377 | $77.0M | 0.01% | −171,714−2.6% | Reduced |
| Brown Advisory Inc | 5,962,571 | $71.6M | 0.10% | −103,518−1.7% | Reduced |
| BlackRock Inc. | 5,660,665 | $68.0M | 0.00% | +272,120+5.0% | Added |
| AH Capital Management, L.L.C. | 5,398,708 | $64.8M | 3.99% | +5,398,708 | New |
| Vanguard Group Inc | 5,326,212 | $64.0M | 0.00% | +42,354+0.8% | Added |
| Bellevue Group AG | 4,507,404 | $54.1M | 0.83% | −20,519−0.5% | Reduced |
| Rock Springs Capital Management LP | 3,485,000 | $41.9M | 1.03% | +572,000+19.6% | Added |
| Dimensional Fund Advisors LP | 1,921,676 | $23.1M | 0.01% | +50,311+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,802,494 | $21.6M | 0.02% | +3,501+0.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,802,494 | $21.6M | 0.21% | +3,501+0.2% | Added |
| State Street Corp | 1,568,442 | $18.8M | 0.00% | +48,128+3.2% | Added |
| Geode Capital Management, LLC | 1,535,926 | $18.4M | 0.00% | +84,985+5.9% | Added |
| Fairman Group, LLC | 1,177,287 | $14.1M | 13.52% | +1,177,287 | New |
| Ieq Capital, LLC | 1,114,691 | $13.4M | 0.22% | +1,114,691 | New |
| Balyasny Asset Management LLC | 929,956 | $11.2M | 0.03% | +400,529+75.7% | Added |
| Nuveen Asset Management, LLC | 876,359 | $10.5M | 0.00% | −1,070−0.1% | Reduced |
| Morgan Stanley | 797,048 | $9.57M | 0.00% | +178,055+28.8% | Added |
| Northern Trust Corp | 745,490 | $8.95M | 0.00% | +6,326+0.9% | Added |
| Point72 Asset Management, L.P. | 567,163 | $6.81M | 0.02% | +567,163 | New |
| Jane Street Group, LLC | 563,708 | $6.77M | 0.01% | +316,800+128.3% | Added |
| Charles Schwab Investment Management Inc | 555,982 | $6.68M | 0.00% | +34,559+6.6% | Added |
| Renaissance Technologies LLC | 484,500 | $5.82M | 0.01% | +48,500+11.1% | Added |
| JFG Wealth Management, LLC | 471,000 | $5.66M | 1.62% | +471,000 | New |
| Bank of New York Mellon Corp | 375,660 | $4.51M | 0.00% | +145,568+63.3% | Added |
| D. E. Shaw & Co., Inc. | 324,434 | $3.90M | 0.01% | −506,009−60.9% | Reduced |
| Bank of America Corp | 323,596 | $3.89M | 0.00% | +16,636+5.4% | Added |
| Prudential Financial Inc | 301,653 | $3.62M | 0.01% | −96,710−24.3% | Reduced |
| Millennium Management LLC | 245,078 | $2.94M | 0.00% | +85,347+53.4% | Added |
| Ameriprise Financial Inc | 243,097 | $2.92M | 0.00% | +68,986+39.6% | Added |
| Woodline Partners LP | 240,829 | $2.89M | 0.03% | −934,963−79.5% | Reduced |
| HighTower Advisors, LLC | 202,788 | $2.44M | 0.00% | −19,739−8.9% | Reduced |
| Deutsche Bank AG | 186,203 | $2.24M | 0.00% | −12,019−6.1% | Reduced |
| Equitable Trust Co | 155,020 | $1.86M | 0.14% | 00.0% | Unchanged |
| Stifel Financial Corp | 144,737 | $1.74M | 0.00% | +14,335+11.0% | Added |
| Swiss National Bank | 135,200 | $1.62M | 0.00% | −14,400−9.6% | Reduced |
| Barclays PLC | 128,916 | $1.55M | 0.00% | +91,286+242.6% | Added |
| Group One Trading, L.P. | 121,219 | $1.46M | 0.05% | +68,478+129.8% | Added |
| Lazard Asset Management LLC | 107,537 | $1.29M | 0.00% | −7,014−6.1% | Reduced |
| UBS Group AG | 106,188 | $1.28M | 0.00% | −57,463−35.1% | Reduced |
| Goldman Sachs Group Inc | 105,089 | $1.26M | 0.00% | −326,794−75.7% | Reduced |
| Invesco Ltd. | 103,329 | $1.24M | 0.00% | −2,452−2.3% | Reduced |
| Nordea Investment Management AB | 100,251 | $1.24M | 0.00% | −6,513−6.1% | Reduced |
| CIBC Private Wealth Group, LLC | 102,598 | $1.23M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 99,871 | $1.20M | 0.00% | −2,911−2.8% | Reduced |
| Bank of Montreal | 90,009 | $1.16M | 0.00% | −398,387−81.6% | Reduced |
| Simplex Trading, LLC | 92,648 | $1.11M | 0.03% | +45,653+97.1% | Added |
| Credit Suisse AG | 86,343 | $1.04M | 0.00% | +3,640+4.4% | Added |
| UBS Asset Management Americas Inc | 86,298 | $1.04M | 0.00% | +10,819+14.3% | Added |
| ClariVest Asset Management LLC | 86,177 | $1.03M | 0.06% | −75−0.1% | Reduced |
| Susquehanna International Group, LLP | 83,568 | $1.00M | 0.00% | +29,970+55.9% | Added |
| Cresset Asset Management, LLC | 81,983 | $984.6K | 0.01% | +1,064+1.3% | Added |
| Bridgewater Associates, LP | 78,463 | $942.3K | 0.01% | −10,150−11.5% | Reduced |
| Legal & General Group Plc | 76,631 | $920.6K | 0.00% | −171−0.2% | Reduced |
| US Bancorp | 76,234 | $915.6K | 0.00% | +466+0.6% | Added |
| Alliancebernstein L.P. | 75,092 | $901.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 72,247 | $867.7K | 0.00% | −2,880−3.8% | Reduced |
| CI Private Wealth, LLC | 63,102 | $757.9K | 0.00% | +50+0.1% | Added |
| Miracle Mile Advisors, LLC | 57,427 | $689.7K | 0.02% | −2,121−3.6% | Reduced |
| Two Sigma Advisers, LP | 56,700 | $681.0K | 0.00% | −35,600−38.6% | Reduced |
| Citadel Advisors LLC | 56,358 | $676.9K | 0.00% | −86,954−60.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 54,124 | $650.0K | 0.04% | +27,062+100.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,461 | $606.0K | 0.00% | +420+0.8% | Added |
| Camden Capital, LLC | 50,214 | $603.1K | 0.06% | +50,214 | New |
| Blair William & Co | 47,956 | $576.0K | 0.00% | −58,939−55.1% | Reduced |
| Tower Research Capital LLC (TRC) | 46,065 | $553.2K | 0.01% | +26,920+140.6% | Added |
| Cerity Partners LLC | 44,057 | $529.1K | 0.00% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 43,400 | $521.2K | 0.16% | 00.0% | Unchanged |
| XTX Topco Ltd | 39,925 | $479.5K | 0.11% | +39,925 | New |
| MetLife Investment Management | 34,620 | $415.8K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 33,711 | $404.9K | 0.00% | −136−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 33,659 | $404.2K | 0.00% | +33,595+52,492.2% | Added |
| Manufacturers Life Insurance Company, The | 33,055 | $397.0K | 0.00% | −716−2.1% | Reduced |
| Franklin Resources Inc | 32,965 | $395.9K | 0.00% | +130+0.4% | Added |
| First Trust Advisors LP | 31,896 | $383.1K | 0.00% | +31,896 | New |
| New York State Common Retirement Fund | 30,543 | $366.8K | 0.00% | −2,535−7.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,382 | $352.9K | 0.03% | +29,382 | New |
| Wolverine Trading, LLC | 28,828 | $346.2K | 0.00% | +28,828 | New |
| Wells Fargo & Company | 27,768 | $333.5K | 0.00% | +1,881+7.3% | Added |
| Voya Investment Management LLC | 27,562 | $331.0K | 0.00% | +532+2.0% | Added |
| Janus Henderson Group PLC | 27,387 | $329.1K | 0.00% | −81−0.3% | Reduced |
| PEAK6 Investments LLC | 26,925 | $323.4K | 0.01% | +543+2.1% | Added |
| Nisa Investment Advisors, LLC | 26,660 | $320.2K | 0.00% | +220+0.8% | Added |
| Two Sigma Investments, LP | 26,337 | $316.3K | 0.00% | −24,400−48.1% | Reduced |
| Raymond James & Associates | 25,723 | $308.9K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 25,330 | $304.0K | 0.03% | +25,330 | New |
| Royal Bank of Canada | 24,495 | $294.0K | 0.00% | +13,223+117.3% | Added |
| AQR Capital Management LLC | 23,415 | $281.2K | 0.00% | −6,192−20.9% | Reduced |
| Clarius Group, LLC | 22,585 | $271.2K | 0.02% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 21,150 | $254.0K | 0.06% | +21,150 | New |
| Caption Management, LLC | 20,494 | $246.1K | 0.03% | +7,494+57.6% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $232.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,180 | $230.4K | 0.00% | −201−1.0% | Reduced |
| Petrus Trust Company, LTA | 19,098 | $229.4K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,150 | $206.0K | 0.00% | −31,631−64.8% | Reduced |
| HSBC Holdings PLC | 17,028 | $205.7K | 0.00% | +2,307+15.7% | Added |
| Algert Global LLC | 17,100 | $205.4K | 0.01% | +17,100 | New |
| Price T Rowe Associates Inc | 16,954 | $204.0K | 0.00% | −12,530−42.5% | Reduced |
| Los Angeles Capital Management LLC | 16,819 | $202.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,757 | $201.2K | 0.00% | +8,696+107.9% | Added |