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, Q1 2024
Institutional positions in Accolade, Inc. as of Mar 31, 2024. 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
- +10 vs. Q4 2023
- Shares held
- 68.2M
- +1.23M (+1.8%) vs. Q4 2023
- Total value
- $715.3M
- −$88.3M (−11.0%) vs. Q4 2023
- New holders
- 25
- 54 more added
- Sold out
- 15
- 48 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Advisory Inc | 5,845,934 | $61.3M | 0.08% | −116,637−2.0% | Reduced |
| BlackRock Inc. | 5,660,892 | $59.3M | 0.00% | +2270.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,613,043 | $58.8M | 0.41% | −1,192,165−17.5% | Reduced |
| Vanguard Group Inc | 5,403,256 | $56.6M | 0.00% | +77,044+1.4% | Added |
| AH Capital Management, L.L.C. | 5,398,708 | $56.6M | 4.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,331,319 | $55.9M | 0.00% | −1,079,058−16.8% | Reduced |
| Bellevue Group AG | 4,804,514 | $50.4M | 0.77% | +297,110+6.6% | Added |
| Rock Springs Capital Management LP | 3,540,000 | $37.1M | 0.94% | +55,000+1.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,382,102 | $25.0M | 0.43% | +2,382,102 | New |
| Dimensional Fund Advisors LP | 2,015,561 | $21.1M | 0.01% | +93,885+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,697,560 | $17.8M | 0.01% | −104,934−5.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,697,560 | $17.8M | 0.18% | −104,934−5.8% | Reduced |
| State Street Corp | 1,669,102 | $17.5M | 0.00% | +100,660+6.4% | Added |
| Geode Capital Management, LLC | 1,600,205 | $16.8M | 0.00% | +64,279+4.2% | Added |
| Fairman Group, LLC | 1,137,287 | $11.9M | 11.26% | −40,000−3.4% | Reduced |
| Nuveen Asset Management, LLC | 1,059,199 | $11.1M | 0.00% | +182,840+20.9% | Added |
| Gilder Gagnon Howe & Co LLC | 920,708 | $9.65M | 0.12% | +920,708 | New |
| Morgan Stanley | 871,385 | $9.13M | 0.00% | +74,337+9.3% | Added |
| JFG Wealth Management, LLC | 854,162 | $8.95M | 2.40% | +383,162+81.4% | Added |
| Millennium Management LLC | 761,023 | $7.98M | 0.01% | +515,945+210.5% | Added |
| Northern Trust Corp | 712,675 | $7.47M | 0.00% | −32,815−4.4% | Reduced |
| Prudential Financial Inc | 591,753 | $6.20M | 0.01% | +290,100+96.2% | Added |
| Charles Schwab Investment Management Inc | 567,378 | $5.95M | 0.00% | +11,396+2.0% | Added |
| Renaissance Technologies LLC | 509,900 | $5.34M | 0.01% | +25,400+5.2% | Added |
| Jane Street Group, LLC | 504,128 | $5.28M | 0.01% | −59,580−10.6% | Reduced |
| Next Century Growth Investors LLC | 460,283 | $4.82M | 0.42% | +460,283 | New |
| Bank of New York Mellon Corp | 429,297 | $4.50M | 0.00% | +53,637+14.3% | Added |
| FMR LLC | 424,614 | $4.45M | 0.00% | +422,441+19,440.5% | Added |
| Goldman Sachs Group Inc | 392,687 | $4.12M | 0.00% | +287,598+273.7% | Added |
| Bank of America Corp | 378,428 | $3.97M | 0.00% | +54,832+16.9% | Added |
| Ieq Capital, LLC | 259,748 | $2.72M | 0.04% | −854,943−76.7% | Reduced |
| Ameriprise Financial Inc | 218,809 | $2.29M | 0.00% | −24,288−10.0% | Reduced |
| Trexquant Investment LP | 187,817 | $1.97M | 0.04% | +187,817 | New |
| Deutsche Bank AG | 177,802 | $1.86M | 0.00% | −8,401−4.5% | Reduced |
| Stifel Financial Corp | 177,612 | $1.86M | 0.00% | +32,875+22.7% | Added |
| Equitable Trust Co | 155,020 | $1.62M | 0.11% | 00.0% | Unchanged |
| Algert Global LLC | 139,678 | $1.46M | 0.06% | +122,578+716.8% | Added |
| Swiss National Bank | 137,500 | $1.44M | 0.00% | +2,300+1.7% | Added |
| UBS Group AG | 113,143 | $1.19M | 0.00% | +6,955+6.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 113,082 | $1.19M | 0.01% | +95,932+559.4% | Added |
| McKinley Capital Management LLC /Delaware | 110,250 | $1.16M | 0.14% | +110,250 | New |
| First Trust Advisors LP | 109,396 | $1.15M | 0.00% | +77,500+243.0% | Added |
| D. E. Shaw & Co., Inc. | 105,583 | $1.11M | 0.00% | −218,851−67.5% | Reduced |
| Rhumbline Advisers | 101,494 | $1.06M | 0.00% | +1,623+1.6% | Added |
| Nordea Investment Management AB | 100,251 | $1.05M | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 102,598 | $1.04M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 98,677 | $1.03M | 0.00% | −8,860−8.2% | Reduced |
| Credit Suisse AG | 93,366 | $978.5K | 0.00% | +7,023+8.1% | Added |
| ClariVest Asset Management LLC | 85,407 | $895.1K | 0.09% | −770−0.9% | Reduced |
| Cresset Asset Management, LLC | 82,846 | $868.2K | 0.00% | +863+1.1% | Added |
| Invesco Ltd. | 79,489 | $833.0K | 0.00% | −23,840−23.1% | Reduced |
| UBS Asset Management Americas Inc | 78,421 | $821.9K | 0.00% | −7,877−9.1% | Reduced |
| Marshall Wace, LLP | 77,484 | $812.0K | 0.00% | +77,484 | New |
| Legal & General Group Plc | 77,170 | $808.7K | 0.00% | +539+0.7% | Added |
| US Bancorp | 76,049 | $797.0K | 0.00% | −185−0.2% | Reduced |
| Alliancebernstein L.P. | 75,092 | $787.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 74,066 | $776.2K | 0.00% | −54,850−42.5% | Reduced |
| Cubist Systematic Strategies, LLC | 69,644 | $729.9K | 0.01% | +69,644 | New |
| California State Teachers Retirement System | 69,626 | $729.7K | 0.00% | −2,621−3.6% | Reduced |
| Bridgewater Associates, LP | 68,830 | $721.3K | 0.00% | −9,633−12.3% | Reduced |
| Miracle Mile Advisors, LLC | 57,447 | $602.0K | 0.02% | +200.0% | Added |
| AQR Capital Management LLC | 56,445 | $591.5K | 0.00% | +33,030+141.1% | Added |
| Los Angeles Capital Management LLC | 56,149 | $588.4K | 0.00% | +39,330+233.8% | Added |
| Gsa Capital Partners LLP | 51,374 | $538.0K | 0.04% | +26,044+102.8% | Added |
| Group One Trading, L.P. | 46,217 | $484.4K | 0.02% | −75,002−61.9% | Reduced |
| Blair William & Co | 46,109 | $483.2K | 0.00% | −1,847−3.9% | Reduced |
| Cerity Partners LLC | 44,442 | $465.8K | 0.00% | +385+0.9% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $454.8K | 0.13% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 42,279 | $443.1K | 0.00% | +15,942+60.5% | Added |
| Camden Capital, LLC | 41,438 | $434.3K | 0.04% | −8,776−17.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,766 | $401.8K | 0.00% | −19,695−39.0% | Reduced |
| CI Private Wealth, LLC | 37,746 | $395.6K | 0.00% | −25,356−40.2% | Reduced |
| Wells Fargo & Company | 36,898 | $386.7K | 0.00% | +9,130+32.9% | Added |
| MetLife Investment Management | 34,620 | $362.8K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 34,333 | $359.8K | 0.04% | +34,333 | New |
| American International Group, Inc. | 34,209 | $358.5K | 0.00% | +498+1.5% | Added |
| The PNC Financial Services Group, Inc. | 33,659 | $352.7K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 32,965 | $345.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 31,872 | $334.0K | 0.00% | +3,044+10.6% | Added |
| New York State Common Retirement Fund | 30,526 | $319.9K | 0.00% | −17−0.1% | Reduced |
| XTX Topco Ltd | 30,085 | $315.3K | 0.04% | −9,840−24.6% | Reduced |
| Janus Henderson Group PLC | 27,394 | $286.7K | 0.00% | +70.0% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $283.6K | 0.02% | −27,062−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 26,685 | $279.7K | 0.00% | +25+0.1% | Added |
| Raymond James & Associates | 25,925 | $271.7K | 0.00% | +202+0.8% | Added |
| Manufacturers Life Insurance Company, The | 25,744 | $269.8K | 0.00% | −7,311−22.1% | Reduced |
| Corton Capital Inc. | 25,554 | $267.8K | 0.10% | +25,554 | New |
| Engineers Gate Manager LP | 25,140 | $263.5K | 0.01% | +25,140 | New |
| Citadel Advisors LLC | 25,056 | $262.6K | 0.00% | −31,302−55.5% | Reduced |
| Principal Financial Group Inc | 24,748 | $259.4K | 0.00% | +24,748 | New |
| Simplex Trading, LLC | 24,077 | $252.0K | 0.01% | −68,571−74.0% | Reduced |
| Balyasny Asset Management LLC | 24,025 | $251.8K | 0.00% | −905,931−97.4% | Reduced |
| Petrus Trust Company, LTA | 22,651 | $237.4K | 0.02% | +3,553+18.6% | Added |
| Nebula Research & Development LLC | 22,391 | $234.7K | 0.05% | +22,391 | New |
| Voya Investment Management LLC | 22,270 | $233.4K | 0.00% | −5,292−19.2% | Reduced |
| HSBC Holdings PLC | 19,819 | $207.7K | 0.00% | +2,791+16.4% | Added |
| Price T Rowe Associates Inc | 19,540 | $205.0K | 0.00% | +2,586+15.3% | Added |
| Arizona State Retirement System | 19,146 | $200.7K | 0.00% | −34−0.2% | Reduced |
| Premier Fund Managers Ltd | 19,775 | $197.0K | 0.01% | +19,775 | New |
| GGV Capital LLC | 18,063 | $189.3K | 0.16% | +12,795+242.9% | Added |