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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Sofos Investments, Inc. | 3 | $31 | 0.00% | +3 | New |
| Rothschild Investment LLC | 10 | $105 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $157 | 0.00% | +15 | New |
| GAMMA Investing LLC | 20 | $210 | 0.00% | +17+566.7% | Added |
| Quest Partners LLC | 20 | $210 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 43 | $436 | 0.00% | +10+30.3% | Added |
| Quadrant Capital Group LLC | 45 | $472 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $838 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 86 | $901 | 0.00% | +41+91.1% | Added |
| Sachetta, LLC | 98 | $1.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 190 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 251 | $2.63K | 0.00% | −52−17.2% | Reduced |
| Lindbrook Capital, LLC | 437 | $4.58K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 516 | $5.41K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 539 | $5.65K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 570 | $5.97K | 0.00% | +570 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $13.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,411 | $14.8K | 0.01% | +1,411 | New |
| Amalgamated Bank | 2,324 | $24.0K | 0.00% | −6,921−74.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $29.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,833 | $29.7K | 0.00% | −43,232−93.8% | Reduced |
| CWM, LLC | 3,144 | $33.0K | 0.00% | +26+0.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,220 | $33.7K | 0.01% | +3,220 | New |
| Metropolitan Life Insurance Co | 3,524 | $36.9K | 0.00% | −435−11.0% | Reduced |
| Quarry LP | 3,544 | $37.1K | 0.02% | +3,544 | New |
| State of Wyoming | 4,036 | $42.3K | 0.01% | −1,342−25.0% | Reduced |
| Royal Bank of Canada | 4,237 | $44.0K | 0.00% | −20,258−82.7% | Reduced |
| Great West Life Assurance Co | 5,968 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,560 | $68.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,500 | $78.0K | 0.04% | −4,507−37.5% | Reduced |
| Bessemer Group Inc | 7,584 | $79.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,258 | $86.5K | 0.00% | +8,258 | New |
| Dynamic Technology Lab Private Ltd | 10,211 | $107.0K | 0.01% | +10,211 | New |
| Clarius Group, LLC | 10,585 | $110.9K | 0.01% | −12,000−53.1% | Reduced |
| Sherbrooke Park Advisers LLC | 10,764 | $112.8K | 0.02% | +10,764 | New |
| Oracle Alpha Inc. | 10,770 | $112.9K | 0.20% | +10,770 | New |
| Citigroup Inc | 11,846 | $124.1K | 0.00% | +1,938+19.6% | Added |
| American Century Companies Inc | 11,922 | $124.9K | 0.00% | +1,525+14.7% | Added |
| ProShare Advisors LLC | 12,472 | $130.7K | 0.00% | +1,246+11.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $139.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 13,416 | $140.6K | 0.00% | +7,861+141.5% | Added |
| Two Sigma Advisers, LP | 13,900 | $145.7K | 0.00% | −42,800−75.5% | Reduced |
| Susquehanna International Group, LLP | 14,634 | $153.4K | 0.00% | −68,934−82.5% | Reduced |
| Mariner, LLC | 15,139 | $158.7K | 0.00% | +1,922+14.5% | Added |
| Caption Management, LLC | 15,200 | $159.3K | 0.02% | −5,294−25.8% | Reduced |
| Advisor Group Holdings, Inc. | 15,664 | $164.2K | 0.00% | −1,093−6.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,584 | $173.8K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 12,454 | $179.1K | 0.00% | −6,900−35.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,699 | $185.5K | 0.01% | +3,110+21.3% | Added |
| GGV Capital LLC | 18,063 | $189.3K | 0.16% | +12,795+242.9% | Added |
| Premier Fund Managers Ltd | 19,775 | $197.0K | 0.01% | +19,775 | New |
| Arizona State Retirement System | 19,146 | $200.7K | 0.00% | −34−0.2% | Reduced |
| Price T Rowe Associates Inc | 19,540 | $205.0K | 0.00% | +2,586+15.3% | Added |
| HSBC Holdings PLC | 19,819 | $207.7K | 0.00% | +2,791+16.4% | Added |
| Voya Investment Management LLC | 22,270 | $233.4K | 0.00% | −5,292−19.2% | Reduced |
| Nebula Research & Development LLC | 22,391 | $234.7K | 0.05% | +22,391 | New |
| Petrus Trust Company, LTA | 22,651 | $237.4K | 0.02% | +3,553+18.6% | Added |
| Balyasny Asset Management LLC | 24,025 | $251.8K | 0.00% | −905,931−97.4% | Reduced |
| Simplex Trading, LLC | 24,077 | $252.0K | 0.01% | −68,571−74.0% | Reduced |
| Principal Financial Group Inc | 24,748 | $259.4K | 0.00% | +24,748 | New |
| Citadel Advisors LLC | 25,056 | $262.6K | 0.00% | −31,302−55.5% | Reduced |
| Engineers Gate Manager LP | 25,140 | $263.5K | 0.01% | +25,140 | New |
| Corton Capital Inc. | 25,554 | $267.8K | 0.10% | +25,554 | New |
| Manufacturers Life Insurance Company, The | 25,744 | $269.8K | 0.00% | −7,311−22.1% | Reduced |
| Raymond James & Associates | 25,925 | $271.7K | 0.00% | +202+0.8% | Added |
| Nisa Investment Advisors, LLC | 26,685 | $279.7K | 0.00% | +25+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $283.6K | 0.02% | −27,062−50.0% | Reduced |
| Janus Henderson Group PLC | 27,394 | $286.7K | 0.00% | +70.0% | Added |
| XTX Topco Ltd | 30,085 | $315.3K | 0.04% | −9,840−24.6% | Reduced |
| New York State Common Retirement Fund | 30,526 | $319.9K | 0.00% | −17−0.1% | Reduced |
| Wolverine Trading, LLC | 31,872 | $334.0K | 0.00% | +3,044+10.6% | Added |
| Franklin Resources Inc | 32,965 | $345.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 33,659 | $352.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 34,209 | $358.5K | 0.00% | +498+1.5% | Added |
| CWM Advisors, LLC | 34,333 | $359.8K | 0.04% | +34,333 | New |
| MetLife Investment Management | 34,620 | $362.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 36,898 | $386.7K | 0.00% | +9,130+32.9% | Added |
| CI Private Wealth, LLC | 37,746 | $395.6K | 0.00% | −25,356−40.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,766 | $401.8K | 0.00% | −19,695−39.0% | Reduced |
| Camden Capital, LLC | 41,438 | $434.3K | 0.04% | −8,776−17.5% | Reduced |
| Two Sigma Investments, LP | 42,279 | $443.1K | 0.00% | +15,942+60.5% | Added |
| Waypoint Wealth Partners Inc. | 43,400 | $454.8K | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 44,442 | $465.8K | 0.00% | +385+0.9% | Added |
| Blair William & Co | 46,109 | $483.2K | 0.00% | −1,847−3.9% | Reduced |
| Group One Trading, L.P. | 46,217 | $484.4K | 0.02% | −75,002−61.9% | Reduced |
| Gsa Capital Partners LLP | 51,374 | $538.0K | 0.04% | +26,044+102.8% | Added |
| Los Angeles Capital Management LLC | 56,149 | $588.4K | 0.00% | +39,330+233.8% | Added |
| AQR Capital Management LLC | 56,445 | $591.5K | 0.00% | +33,030+141.1% | Added |
| Miracle Mile Advisors, LLC | 57,447 | $602.0K | 0.02% | +200.0% | Added |
| Bridgewater Associates, LP | 68,830 | $721.3K | 0.00% | −9,633−12.3% | Reduced |
| California State Teachers Retirement System | 69,626 | $729.7K | 0.00% | −2,621−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 69,644 | $729.9K | 0.01% | +69,644 | New |
| Barclays PLC | 74,066 | $776.2K | 0.00% | −54,850−42.5% | Reduced |
| Alliancebernstein L.P. | 75,092 | $787.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 76,049 | $797.0K | 0.00% | −185−0.2% | Reduced |
| Legal & General Group Plc | 77,170 | $808.7K | 0.00% | +539+0.7% | Added |
| Marshall Wace, LLP | 77,484 | $812.0K | 0.00% | +77,484 | New |
| UBS Asset Management Americas Inc | 78,421 | $821.9K | 0.00% | −7,877−9.1% | Reduced |
| Invesco Ltd. | 79,489 | $833.0K | 0.00% | −23,840−23.1% | Reduced |