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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| GAMMA Investing LLC | 3 | $34 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 33 | $396 | 0.00% | +33 | New |
| Russell Investments Group, Ltd. | 45 | $540 | 0.00% | +45 | New |
| Quadrant Capital Group LLC | 45 | $541 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $925 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $961 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $1.18K | 0.00% | +98 | New |
| Glassman Wealth Services | 101 | $1.21K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 190 | $2.28K | 0.00% | −555−74.5% | Reduced |
| Allworth Financial LP | 303 | $3.64K | 0.00% | −83−21.5% | Reduced |
| Lindbrook Capital, LLC | 437 | $5.25K | 0.00% | +27+6.6% | Added |
| Leonteq Securities AG | 516 | $6.20K | 0.00% | +106+25.9% | Added |
| Comerica Bank | 539 | $6.47K | 0.00% | +41+8.2% | Added |
| Coppell Advisory Solutions LLC | 1,313 | $8.56K | 0.00% | +1,313 | New |
| Banque Cantonale Vaudoise | 786 | $9.00K | 0.00% | −216−21.6% | Reduced |
| International Assets Investment Management, LLC | 110,492 | $9.20K | 0.00% | +110,492 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $14.0K | 0.00% | −25−2.0% | Reduced |
| FMR LLC | 2,173 | $26.1K | 0.00% | −637−22.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $33.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,118 | $37.0K | 0.00% | −78−2.4% | Reduced |
| Metropolitan Life Insurance Co | 3,959 | $47.5K | 0.00% | 00.0% | Unchanged |
| GGV Capital LLC | 5,268 | $63.3K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 5,378 | $64.6K | 0.01% | +2,749+104.6% | Added |
| Parallel Advisors, LLC | 5,555 | $66.7K | 0.00% | −3,359−37.7% | Reduced |
| AJOVista, LLC | 5,645 | $67.8K | 0.09% | +5,645 | New |
| Great West Life Assurance Co | 5,968 | $71.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,560 | $78.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,584 | $91.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,245 | $111.0K | 0.00% | −691−7.0% | Reduced |
| Citigroup Inc | 9,908 | $119.0K | 0.00% | +9,533+2,542.1% | Added |
| American Century Companies Inc | 10,397 | $124.9K | 0.00% | −10,930−51.2% | Reduced |
| ProShare Advisors LLC | 11,226 | $134.8K | 0.00% | +11,226 | New |
| Virtu Financial LLC | 11,284 | $136.0K | 0.01% | +344+3.1% | Added |
| Cutler Group LP | 12,007 | $144.0K | 0.02% | +9,747+431.3% | Added |
| Walleye Trading LLC | 12,193 | $146.4K | 0.00% | +12,193 | New |
| Mariner, LLC | 13,217 | $158.7K | 0.00% | −3,019−18.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $159.2K | 0.03% | −66−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,589 | $175.2K | 0.02% | +14,589 | New |
| ExodusPoint Capital Management, LP | 16,508 | $198.0K | 0.00% | +1,010+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,584 | $199.2K | 0.00% | +4,656+39.0% | Added |
| Advisor Group Holdings, Inc. | 16,757 | $201.2K | 0.00% | +8,696+107.9% | Added |
| Los Angeles Capital Management LLC | 16,819 | $202.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,954 | $204.0K | 0.00% | −12,530−42.5% | Reduced |
| Algert Global LLC | 17,100 | $205.4K | 0.01% | +17,100 | New |
| HSBC Holdings PLC | 17,028 | $205.7K | 0.00% | +2,307+15.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 17,150 | $206.0K | 0.00% | −31,631−64.8% | Reduced |
| Petrus Trust Company, LTA | 19,098 | $229.4K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 19,180 | $230.4K | 0.00% | −201−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,354 | $232.4K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 20,494 | $246.1K | 0.03% | +7,494+57.6% | Added |
| Requisite Capital Management, LLC | 21,150 | $254.0K | 0.06% | +21,150 | New |
| Clarius Group, LLC | 22,585 | $271.2K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,415 | $281.2K | 0.00% | −6,192−20.9% | Reduced |
| Royal Bank of Canada | 24,495 | $294.0K | 0.00% | +13,223+117.3% | Added |
| Gsa Capital Partners LLP | 25,330 | $304.0K | 0.03% | +25,330 | New |
| Raymond James & Associates | 25,723 | $308.9K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,337 | $316.3K | 0.00% | −24,400−48.1% | Reduced |
| Nisa Investment Advisors, LLC | 26,660 | $320.2K | 0.00% | +220+0.8% | Added |
| PEAK6 Investments LLC | 26,925 | $323.4K | 0.01% | +543+2.1% | Added |
| Janus Henderson Group PLC | 27,387 | $329.1K | 0.00% | −81−0.3% | Reduced |
| Voya Investment Management LLC | 27,562 | $331.0K | 0.00% | +532+2.0% | Added |
| Wells Fargo & Company | 27,768 | $333.5K | 0.00% | +1,881+7.3% | Added |
| Wolverine Trading, LLC | 28,828 | $346.2K | 0.00% | +28,828 | New |
| Campbell & CO Investment Adviser LLC | 29,382 | $352.9K | 0.03% | +29,382 | New |
| New York State Common Retirement Fund | 30,543 | $366.8K | 0.00% | −2,535−7.7% | Reduced |
| First Trust Advisors LP | 31,896 | $383.1K | 0.00% | +31,896 | New |
| Franklin Resources Inc | 32,965 | $395.9K | 0.00% | +130+0.4% | Added |
| Manufacturers Life Insurance Company, The | 33,055 | $397.0K | 0.00% | −716−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 33,659 | $404.2K | 0.00% | +33,595+52,492.2% | Added |
| American International Group, Inc. | 33,711 | $404.9K | 0.00% | −136−0.4% | Reduced |
| MetLife Investment Management | 34,620 | $415.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 39,925 | $479.5K | 0.11% | +39,925 | New |
| Waypoint Wealth Partners Inc. | 43,400 | $521.2K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 44,057 | $529.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 46,065 | $553.2K | 0.01% | +26,920+140.6% | Added |
| Blair William & Co | 47,956 | $576.0K | 0.00% | −58,939−55.1% | Reduced |
| Camden Capital, LLC | 50,214 | $603.1K | 0.06% | +50,214 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,461 | $606.0K | 0.00% | +420+0.8% | Added |
| Knights of Columbus Asset Advisors LLC | 54,124 | $650.0K | 0.04% | +27,062+100.0% | Added |
| Citadel Advisors LLC | 56,358 | $676.9K | 0.00% | −86,954−60.7% | Reduced |
| Two Sigma Advisers, LP | 56,700 | $681.0K | 0.00% | −35,600−38.6% | Reduced |
| Miracle Mile Advisors, LLC | 57,427 | $689.7K | 0.02% | −2,121−3.6% | Reduced |
| CI Private Wealth, LLC | 63,102 | $757.9K | 0.00% | +50+0.1% | Added |
| California State Teachers Retirement System | 72,247 | $867.7K | 0.00% | −2,880−3.8% | Reduced |
| Alliancebernstein L.P. | 75,092 | $901.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 76,234 | $915.6K | 0.00% | +466+0.6% | Added |
| Legal & General Group Plc | 76,631 | $920.6K | 0.00% | −171−0.2% | Reduced |
| Bridgewater Associates, LP | 78,463 | $942.3K | 0.01% | −10,150−11.5% | Reduced |
| Cresset Asset Management, LLC | 81,983 | $984.6K | 0.01% | +1,064+1.3% | Added |
| Susquehanna International Group, LLP | 83,568 | $1.00M | 0.00% | +29,970+55.9% | Added |
| ClariVest Asset Management LLC | 86,177 | $1.03M | 0.06% | −75−0.1% | Reduced |
| UBS Asset Management Americas Inc | 86,298 | $1.04M | 0.00% | +10,819+14.3% | Added |
| Credit Suisse AG | 86,343 | $1.04M | 0.00% | +3,640+4.4% | Added |
| Simplex Trading, LLC | 92,648 | $1.11M | 0.03% | +45,653+97.1% | Added |
| Bank of Montreal | 90,009 | $1.16M | 0.00% | −398,387−81.6% | Reduced |
| Rhumbline Advisers | 99,871 | $1.20M | 0.00% | −2,911−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 102,598 | $1.23M | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 100,251 | $1.24M | 0.00% | −6,513−6.1% | Reduced |
| Invesco Ltd. | 103,329 | $1.24M | 0.00% | −2,452−2.3% | Reduced |