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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 17,699 | $185.5K | 0.01% | +3,110+21.3% | Added |
| State Board of Administration of Florida Retirement System | 12,454 | $179.1K | 0.00% | −6,900−35.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,584 | $173.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 15,664 | $164.2K | 0.00% | −1,093−6.5% | Reduced |
| Caption Management, LLC | 15,200 | $159.3K | 0.02% | −5,294−25.8% | Reduced |
| Mariner, LLC | 15,139 | $158.7K | 0.00% | +1,922+14.5% | Added |
| Susquehanna International Group, LLP | 14,634 | $153.4K | 0.00% | −68,934−82.5% | Reduced |
| Two Sigma Advisers, LP | 13,900 | $145.7K | 0.00% | −42,800−75.5% | Reduced |
| Parallel Advisors, LLC | 13,416 | $140.6K | 0.00% | +7,861+141.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $139.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,472 | $130.7K | 0.00% | +1,246+11.1% | Added |
| American Century Companies Inc | 11,922 | $124.9K | 0.00% | +1,525+14.7% | Added |
| Citigroup Inc | 11,846 | $124.1K | 0.00% | +1,938+19.6% | Added |
| Oracle Alpha Inc. | 10,770 | $112.9K | 0.20% | +10,770 | New |
| Sherbrooke Park Advisers LLC | 10,764 | $112.8K | 0.02% | +10,764 | New |
| Clarius Group, LLC | 10,585 | $110.9K | 0.01% | −12,000−53.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,211 | $107.0K | 0.01% | +10,211 | New |
| Allspring Global Investments Holdings, LLC | 8,258 | $86.5K | 0.00% | +8,258 | New |
| Bessemer Group Inc | 7,584 | $79.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,500 | $78.0K | 0.04% | −4,507−37.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,560 | $68.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 5,968 | $63.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,237 | $44.0K | 0.00% | −20,258−82.7% | Reduced |
| State of Wyoming | 4,036 | $42.3K | 0.01% | −1,342−25.0% | Reduced |
| Quarry LP | 3,544 | $37.1K | 0.02% | +3,544 | New |
| Metropolitan Life Insurance Co | 3,524 | $36.9K | 0.00% | −435−11.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,220 | $33.7K | 0.01% | +3,220 | New |
| CWM, LLC | 3,144 | $33.0K | 0.00% | +26+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,833 | $29.7K | 0.00% | −43,232−93.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $29.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,324 | $24.0K | 0.00% | −6,921−74.9% | Reduced |
| EntryPoint Capital, LLC | 1,411 | $14.8K | 0.01% | +1,411 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $13.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 570 | $5.97K | 0.00% | +570 | New |
| Comerica Bank | 539 | $5.65K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 516 | $5.41K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 437 | $4.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 251 | $2.63K | 0.00% | −52−17.2% | Reduced |
| Macroview Investment Management LLC | 190 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 98 | $1.18K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 86 | $901 | 0.00% | +41+91.1% | Added |
| Signaturefd, LLC | 80 | $838 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 45 | $472 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $436 | 0.00% | +10+30.3% | Added |
| GAMMA Investing LLC | 20 | $210 | 0.00% | +17+566.7% | Added |
| Quest Partners LLC | 20 | $210 | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $157 | 0.00% | +15 | New |
| Rothschild Investment LLC | 10 | $105 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 3 | $31 | 0.00% | +3 | New |
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | 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 |