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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 82,846 | $868.2K | 0.00% | +863+1.1% | Added |
| ClariVest Asset Management LLC | 85,407 | $895.1K | 0.09% | −770−0.9% | Reduced |
| Credit Suisse AG | 93,366 | $978.5K | 0.00% | +7,023+8.1% | Added |
| Lazard Asset Management LLC | 98,677 | $1.03M | 0.00% | −8,860−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 102,598 | $1.04M | 0.00% | 00.0% | Unchanged |
| Nordea Investment Management AB | 100,251 | $1.05M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 101,494 | $1.06M | 0.00% | +1,623+1.6% | Added |
| D. E. Shaw & Co., Inc. | 105,583 | $1.11M | 0.00% | −218,851−67.5% | Reduced |
| First Trust Advisors LP | 109,396 | $1.15M | 0.00% | +77,500+243.0% | Added |
| McKinley Capital Management LLC /Delaware | 110,250 | $1.16M | 0.14% | +110,250 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 113,082 | $1.19M | 0.01% | +95,932+559.4% | Added |
| UBS Group AG | 113,143 | $1.19M | 0.00% | +6,955+6.5% | Added |
| Swiss National Bank | 137,500 | $1.44M | 0.00% | +2,300+1.7% | Added |
| Algert Global LLC | 139,678 | $1.46M | 0.06% | +122,578+716.8% | Added |
| Equitable Trust Co | 155,020 | $1.62M | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 177,612 | $1.86M | 0.00% | +32,875+22.7% | Added |
| Deutsche Bank AG | 177,802 | $1.86M | 0.00% | −8,401−4.5% | Reduced |
| Trexquant Investment LP | 187,817 | $1.97M | 0.04% | +187,817 | New |
| Ameriprise Financial Inc | 218,809 | $2.29M | 0.00% | −24,288−10.0% | Reduced |
| Ieq Capital, LLC | 259,748 | $2.72M | 0.04% | −854,943−76.7% | Reduced |
| Bank of America Corp | 378,428 | $3.97M | 0.00% | +54,832+16.9% | Added |
| Goldman Sachs Group Inc | 392,687 | $4.12M | 0.00% | +287,598+273.7% | Added |
| FMR LLC | 424,614 | $4.45M | 0.00% | +422,441+19,440.5% | Added |
| Bank of New York Mellon Corp | 429,297 | $4.50M | 0.00% | +53,637+14.3% | Added |
| Next Century Growth Investors LLC | 460,283 | $4.82M | 0.42% | +460,283 | New |
| Jane Street Group, LLC | 504,128 | $5.28M | 0.01% | −59,580−10.6% | Reduced |
| Renaissance Technologies LLC | 509,900 | $5.34M | 0.01% | +25,400+5.2% | Added |
| Charles Schwab Investment Management Inc | 567,378 | $5.95M | 0.00% | +11,396+2.0% | Added |
| Prudential Financial Inc | 591,753 | $6.20M | 0.01% | +290,100+96.2% | Added |
| Northern Trust Corp | 712,675 | $7.47M | 0.00% | −32,815−4.4% | Reduced |
| Millennium Management LLC | 761,023 | $7.98M | 0.01% | +515,945+210.5% | Added |
| JFG Wealth Management, LLC | 854,162 | $8.95M | 2.40% | +383,162+81.4% | Added |
| Morgan Stanley | 871,385 | $9.13M | 0.00% | +74,337+9.3% | Added |
| Gilder Gagnon Howe & Co LLC | 920,708 | $9.65M | 0.12% | +920,708 | New |
| Nuveen Asset Management, LLC | 1,059,199 | $11.1M | 0.00% | +182,840+20.9% | Added |
| Fairman Group, LLC | 1,137,287 | $11.9M | 11.26% | −40,000−3.4% | Reduced |
| Geode Capital Management, LLC | 1,600,205 | $16.8M | 0.00% | +64,279+4.2% | Added |
| State Street Corp | 1,669,102 | $17.5M | 0.00% | +100,660+6.4% | Added |
| Nikko Asset Management Americas, Inc. | 1,697,560 | $17.8M | 0.18% | −104,934−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,697,560 | $17.8M | 0.01% | −104,934−5.8% | Reduced |
| Dimensional Fund Advisors LP | 2,015,561 | $21.1M | 0.01% | +93,885+4.9% | Added |
| Deerfield Management Company, L.P. (Series C) | 2,382,102 | $25.0M | 0.43% | +2,382,102 | New |
| Rock Springs Capital Management LP | 3,540,000 | $37.1M | 0.94% | +55,000+1.6% | Added |
| Bellevue Group AG | 4,804,514 | $50.4M | 0.77% | +297,110+6.6% | Added |
| JPMorgan Chase & Co | 5,331,319 | $55.9M | 0.00% | −1,079,058−16.8% | Reduced |
| AH Capital Management, L.L.C. | 5,398,708 | $56.6M | 4.09% | 00.0% | Unchanged |
| Vanguard Group Inc | 5,403,256 | $56.6M | 0.00% | +77,044+1.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,613,043 | $58.8M | 0.41% | −1,192,165−17.5% | Reduced |
| BlackRock Inc. | 5,660,892 | $59.3M | 0.00% | +2270.0% | Added |
| Brown Advisory Inc | 5,845,934 | $61.3M | 0.08% | −116,637−2.0% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −567,163−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −240,829−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −202,788−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −90,009−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −29,382−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −26,925−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,508−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,193−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −5,645−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −110,492−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |