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, Q2 2024
Institutional positions in Accolade, Inc. as of Jun 30, 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
- 151
- +4 vs. Q1 2024
- Shares held
- 65.8M
- −2.31M (−3.4%) vs. Q1 2024
- Total value
- $235.7M
- −$478.4M (−67.0%) vs. Q1 2024
- New holders
- 29
- 59 more added
- Sold out
- 25
- 38 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 20 | $72 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $72 | 0.00% | +10+100.0% | Added |
| Farther Finance Advisors, LLC | 27 | $96 | 0.00% | −16−37.2% | Reduced |
| GAMMA Investing LLC | 45 | $161 | 0.00% | +25+125.0% | Added |
| Quadrant Capital Group LLC | 45 | $162 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $286 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 190 | $681 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 200 | $716 | 0.00% | +200 | New |
| Versant Capital Management, Inc | 261 | $934 | 0.00% | +261 | New |
| Comerica Bank | 279 | $999 | 0.00% | −260−48.2% | Reduced |
| Robinswood Financial LLC | 300 | $1.07K | 0.00% | +300 | New |
| Clearstead Advisors, LLC | 328 | $1.18K | 0.00% | +328 | New |
| Catalyst Funds Management Pty Ltd | 400 | $1.43K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 485 | $1.74K | 0.00% | +48+11.0% | Added |
| Leonteq Securities AG | 516 | $1.85K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 354 | $2.26K | 0.00% | +354 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,681 | $6.02K | 0.00% | −1,539−47.8% | Reduced |
| Amalgamated Bank | 2,324 | $8.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,278 | $8.15K | 0.00% | −422,336−99.5% | Reduced |
| Point72 (DIFC) Ltd | 2,279 | $8.16K | 0.00% | +2,279 | New |
| Coppell Advisory Solutions LLC | 1,313 | $8.56K | 0.00% | +1,313 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $9.95K | 0.00% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 3,297 | $11.8K | 0.00% | +3,297 | New |
| Caption Management, LLC | 3,400 | $12.2K | 0.00% | −11,800−77.6% | Reduced |
| CWM, LLC | 4,127 | $15.0K | 0.00% | +983+31.3% | Added |
| Canada Pension Plan Investment Board | 5,500 | $19.7K | 0.00% | +5,500 | New |
| Great West Life Assurance Co | 5,968 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,880 | $21.1K | 0.00% | −20,805−78.0% | Reduced |
| State of Wyoming | 6,028 | $21.6K | 0.00% | +1,992+49.4% | Added |
| Ameritas Investment Partners, Inc. | 6,560 | $23.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,965 | $25.0K | 0.00% | +2,728+64.4% | Added |
| Bessemer Group Inc | 7,584 | $27.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,174 | $29.3K | 0.00% | −84−1.0% | Reduced |
| American Century Companies Inc | 10,451 | $37.4K | 0.00% | −1,471−12.3% | Reduced |
| Clarius Group, LLC | 10,585 | $37.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,038 | $39.5K | 0.00% | −2,378−17.7% | Reduced |
| SG Americas Securities, LLC | 11,899 | $43.0K | 0.00% | +11,899 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $47.5K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 13,500 | $48.3K | 0.01% | +13,500 | New |
| Palisade Capital Management LLC | 14,561 | $52.1K | 0.00% | +14,561 | New |
| Russell Investments Group, Ltd. | 15,189 | $54.4K | 0.00% | +15,103+17,561.6% | Added |
| Quadrature Capital Ltd | 15,200 | $54.6K | 0.00% | +15,200 | New |
| Advisor Group Holdings, Inc. | 16,955 | $60.7K | 0.00% | +1,291+8.2% | Added |
| Aigen Investment Management, LP | 18,232 | $65.3K | 0.01% | +18,232 | New |
| Engineers Gate Manager LP | 18,840 | $67.4K | 0.00% | −6,300−25.1% | Reduced |
| State Board of Administration of Florida Retirement System | 19,354 | $69.3K | 0.00% | +6,900+55.4% | Added |
| Arizona State Retirement System | 19,503 | $69.8K | 0.00% | +357+1.9% | Added |
| Tower Research Capital LLC (TRC) | 19,871 | $71.1K | 0.00% | +17,038+601.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,373 | $72.9K | 0.00% | +3,789+22.8% | Added |
| Citigroup Inc | 21,152 | $75.7K | 0.00% | +9,306+78.6% | Added |
| HSBC Holdings PLC | 21,595 | $78.7K | 0.00% | +1,776+9.0% | Added |
| Price T Rowe Associates Inc | 23,691 | $85.0K | 0.00% | +4,151+21.2% | Added |
| Marshall Wace, LLP | 23,792 | $85.2K | 0.00% | −53,692−69.3% | Reduced |
| Voya Investment Management LLC | 25,013 | $89.5K | 0.00% | +2,743+12.3% | Added |
| Principal Financial Group Inc | 25,959 | $92.9K | 0.00% | +1,211+4.9% | Added |
| Raymond James & Associates | 26,192 | $93.8K | 0.00% | +267+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 27,062 | $96.9K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 27,031 | $97.2K | 0.00% | −363−1.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 28,512 | $102.1K | 0.00% | +28,512 | New |
| Manufacturers Life Insurance Company, The | 29,160 | $104.4K | 0.00% | +3,416+13.3% | Added |
| New York State Common Retirement Fund | 30,551 | $109.4K | 0.00% | +25+0.1% | Added |
| The PNC Financial Services Group, Inc. | 33,659 | $120.5K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 37,746 | $135.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 38,028 | $136.1K | 0.00% | +1,130+3.1% | Added |
| Los Angeles Capital Management LLC | 38,360 | $137.3K | 0.00% | −17,789−31.7% | Reduced |
| Franklin Resources Inc | 38,429 | $137.6K | 0.00% | +5,464+16.6% | Added |
| Corebridge Financial, Inc. | 39,840 | $142.6K | 0.00% | +39,840 | New |
| Camden Capital, LLC | 41,438 | $148.3K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 41,900 | $150.0K | 0.03% | +41,900 | New |
| MetLife Investment Management | 43,322 | $155.1K | 0.00% | +8,702+25.1% | Added |
| Balyasny Asset Management LLC | 45,451 | $162.7K | 0.00% | +21,426+89.2% | Added |
| Cerity Partners LLC | 46,035 | $164.8K | 0.00% | +1,593+3.6% | Added |
| Verition Fund Management LLC | 49,171 | $176.0K | 0.00% | +49,171 | New |
| XTX Topco Ltd | 49,454 | $177.0K | 0.02% | +19,369+64.4% | Added |
| Simplex Trading, LLC | 51,772 | $185.0K | 0.01% | +27,695+115.0% | Added |
| Barclays PLC | 52,920 | $189.5K | 0.00% | −21,146−28.6% | Reduced |
| Centiva Capital, LP | 56,396 | $201.9K | 0.01% | +56,396 | New |
| Miracle Mile Advisors, LLC | 57,427 | $205.6K | 0.01% | −200.0% | Reduced |
| Nebula Research & Development LLC | 58,552 | $209.6K | 0.03% | +36,161+161.5% | Added |
| Deutsche Bank AG | 59,090 | $211.5K | 0.00% | −118,712−66.8% | Reduced |
| Sherbrooke Park Advisers LLC | 59,194 | $211.9K | 0.04% | +48,430+449.9% | Added |
| Petrus Trust Company, LTA | 63,581 | $227.6K | 0.02% | +40,930+180.7% | Added |
| Bridgewater Associates, LP | 63,969 | $229.0K | 0.00% | −4,861−7.1% | Reduced |
| California State Teachers Retirement System | 68,265 | $244.4K | 0.00% | −1,361−2.0% | Reduced |
| Corton Capital Inc. | 69,734 | $249.6K | 0.13% | +44,180+172.9% | Added |
| Alliancebernstein L.P. | 75,092 | $268.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 75,103 | $268.9K | 0.00% | −2,067−2.7% | Reduced |
| AQR Capital Management LLC | 75,330 | $269.7K | 0.00% | +18,885+33.5% | Added |
| US Bancorp | 75,635 | $270.8K | 0.00% | −414−0.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 75,935 | $271.8K | 0.00% | +75,935 | New |
| Invesco Ltd. | 79,707 | $285.4K | 0.00% | +218+0.3% | Added |
| Blair William & Co | 79,834 | $285.8K | 0.00% | +33,725+73.1% | Added |
| Cresset Asset Management, LLC | 81,738 | $292.6K | 0.00% | −1,108−1.3% | Reduced |
| SEI Investments Co | 82,859 | $296.6K | 0.00% | +82,859 | New |
| Nordea Investment Management AB | 83,007 | $314.6K | 0.00% | −17,244−17.2% | Reduced |
| Lazard Asset Management LLC | 88,455 | $316.0K | 0.00% | −10,222−10.4% | Reduced |
| IPG Investment Advisors LLC | 88,500 | $316.8K | 0.07% | +88,500 | New |
| CWM Advisors, LLC | 96,021 | $343.8K | 0.04% | +61,688+179.7% | Added |