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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,584 | $199.2K | 0.00% | +4,656+39.0% | Added |
| ExodusPoint Capital Management, LP | 16,508 | $198.0K | 0.00% | +1,010+6.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,589 | $175.2K | 0.02% | +14,589 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $159.2K | 0.03% | −66−0.5% | Reduced |
| Mariner, LLC | 13,217 | $158.7K | 0.00% | −3,019−18.6% | Reduced |
| Walleye Trading LLC | 12,193 | $146.4K | 0.00% | +12,193 | New |
| Cutler Group LP | 12,007 | $144.0K | 0.02% | +9,747+431.3% | Added |
| Virtu Financial LLC | 11,284 | $136.0K | 0.01% | +344+3.1% | Added |
| ProShare Advisors LLC | 11,226 | $134.8K | 0.00% | +11,226 | New |
| American Century Companies Inc | 10,397 | $124.9K | 0.00% | −10,930−51.2% | Reduced |
| Citigroup Inc | 9,908 | $119.0K | 0.00% | +9,533+2,542.1% | Added |
| Amalgamated Bank | 9,245 | $111.0K | 0.00% | −691−7.0% | Reduced |
| Bessemer Group Inc | 7,584 | $91.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,560 | $78.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,968 | $71.0K | 0.00% | 00.0% | Unchanged |
| AJOVista, LLC | 5,645 | $67.8K | 0.09% | +5,645 | New |
| Parallel Advisors, LLC | 5,555 | $66.7K | 0.00% | −3,359−37.7% | Reduced |
| State of Wyoming | 5,378 | $64.6K | 0.01% | +2,749+104.6% | Added |
| GGV Capital LLC | 5,268 | $63.3K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,959 | $47.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,118 | $37.0K | 0.00% | −78−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $33.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,173 | $26.1K | 0.00% | −637−22.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,197 | $14.0K | 0.00% | −25−2.0% | Reduced |
| International Assets Investment Management, LLC | 110,492 | $9.20K | 0.00% | +110,492 | New |
| Banque Cantonale Vaudoise | 786 | $9.00K | 0.00% | −216−21.6% | Reduced |
| Coppell Advisory Solutions LLC | 1,313 | $8.56K | 0.00% | +1,313 | New |
| Comerica Bank | 539 | $6.47K | 0.00% | +41+8.2% | Added |
| Leonteq Securities AG | 516 | $6.20K | 0.00% | +106+25.9% | Added |
| Lindbrook Capital, LLC | 437 | $5.25K | 0.00% | +27+6.6% | Added |
| Allworth Financial LP | 303 | $3.64K | 0.00% | −83−21.5% | Reduced |
| Macroview Investment Management LLC | 190 | $2.28K | 0.00% | −555−74.5% | Reduced |
| Glassman Wealth Services | 101 | $1.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $1.18K | 0.00% | +98 | New |
| Signaturefd, LLC | 80 | $961 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 77 | $925 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 45 | $541 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 45 | $540 | 0.00% | +45 | New |
| Farther Finance Advisors, LLC | 33 | $396 | 0.00% | +33 | New |
| GAMMA Investing LLC | 3 | $34 | 0.00% | +3 | New |
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −96,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,994−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −64,752−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −61,463−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −61,463−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −39,899−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −37,807−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −37,684−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −35,280−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,417−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −17,309−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −16,765−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,201−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −16,124−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −16,090−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,289−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −11,485−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −8,038−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,885−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,815−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |