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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 102,598 | $363.2K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 107,585 | $385.2K | 0.01% | −80,232−42.7% | Reduced |
| Ameriprise Financial Inc | 109,598 | $392.4K | 0.00% | −109,211−49.9% | Reduced |
| Rhumbline Advisers | 124,351 | $445.2K | 0.00% | +22,857+22.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 128,765 | $461.0K | 0.00% | +15,683+13.9% | Added |
| Dynamic Technology Lab Private Ltd | 129,554 | $464.0K | 0.05% | +119,343+1,168.8% | Added |
| UBS Group AG | 137,111 | $490.9K | 0.00% | +23,968+21.2% | Added |
| Swiss National Bank | 137,500 | $492.3K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 144,122 | $516.0K | 0.00% | +65,701+83.8% | Added |
| HighTower Advisors, LLC | 154,261 | $552.0K | 0.00% | +154,261 | New |
| Equitable Trust Co | 155,020 | $555.0K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 161,115 | $576.8K | 0.02% | +114,898+248.6% | Added |
| Susquehanna International Group, LLP | 235,721 | $843.9K | 0.00% | +221,087+1,510.8% | Added |
| Bank of America Corp | 252,543 | $904.1K | 0.00% | −125,885−33.3% | Reduced |
| Cubist Systematic Strategies, LLC | 260,040 | $930.9K | 0.02% | +190,396+273.4% | Added |
| Stifel Financial Corp | 274,887 | $984.1K | 0.00% | +97,275+54.8% | Added |
| Bank of New York Mellon Corp | 278,611 | $997.4K | 0.00% | −150,686−35.1% | Reduced |
| Squarepoint Ops LLC | 290,743 | $1.04M | 0.00% | +290,743 | New |
| Morgan Stanley | 293,951 | $1.05M | 0.00% | −577,434−66.3% | Reduced |
| D. E. Shaw & Co., Inc. | 306,185 | $1.10M | 0.00% | +200,602+190.0% | Added |
| Gsa Capital Partners LLP | 325,625 | $1.17M | 0.08% | +274,251+533.8% | Added |
| Acadian Asset Management LLC | 343,704 | $1.23M | 0.00% | +343,704 | New |
| Algert Global LLC | 354,119 | $1.27M | 0.04% | +214,441+153.5% | Added |
| Citadel Advisors LLC | 366,425 | $1.31M | 0.00% | +341,369+1,362.4% | Added |
| Prudential Financial Inc | 455,363 | $1.63M | 0.00% | −136,390−23.0% | Reduced |
| Renaissance Technologies LLC | 510,700 | $1.83M | 0.00% | +800+0.2% | Added |
| Nuveen Asset Management, LLC | 524,052 | $1.88M | 0.00% | −535,147−50.5% | Reduced |
| Charles Schwab Investment Management Inc | 543,046 | $1.94M | 0.00% | −24,332−4.3% | Reduced |
| J. Goldman & Co LP | 606,622 | $2.17M | 0.08% | +606,622 | New |
| Northern Trust Corp | 696,581 | $2.49M | 0.00% | −16,094−2.3% | Reduced |
| Goldman Sachs Group Inc | 776,785 | $2.78M | 0.00% | +384,098+97.8% | Added |
| Clearline Capital LP | 830,784 | $2.97M | 0.26% | +830,784 | New |
| Bellevue Group AG | 842,577 | $3.02M | 0.05% | −3,961,937−82.5% | Reduced |
| JFG Wealth Management, LLC | 854,162 | $3.06M | 0.87% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,005,145 | $3.60M | 0.00% | +501,017+99.4% | Added |
| Fairman Group, LLC | 1,137,287 | $4.07M | 4.14% | 00.0% | Unchanged |
| Prosight Management, LP | 1,489,525 | $5.33M | 1.59% | +1,489,525 | New |
| Dimensional Fund Advisors LP | 1,654,090 | $5.93M | 0.00% | −361,471−17.9% | Reduced |
| Geode Capital Management, LLC | 1,698,482 | $6.08M | 0.00% | +98,277+6.1% | Added |
| State Street Corp | 1,981,934 | $7.10M | 0.00% | +312,832+18.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,011,931 | $7.20M | 0.01% | +314,371+18.5% | Added |
| Nikko Asset Management Americas, Inc. | 2,011,931 | $7.22M | 0.08% | +314,371+18.5% | Added |
| Rock Springs Capital Management LP | 2,290,000 | $8.20M | 0.25% | −1,250,000−35.3% | Reduced |
| Millennium Management LLC | 2,623,201 | $9.39M | 0.01% | +1,862,178+244.7% | Added |
| JPMorgan Chase & Co | 2,957,326 | $10.6M | 0.00% | −2,373,993−44.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,475,000 | $12.4M | 0.21% | +1,092,898+45.9% | Added |
| Vanguard Group Inc | 4,121,137 | $14.8M | 0.00% | −1,282,119−23.7% | Reduced |
| AH Capital Management, L.L.C. | 5,398,708 | $19.3M | 1.65% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,451,474 | $19.5M | 0.03% | −394,460−6.7% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,641,448 | $20.2M | 0.18% | +28,405+0.5% | Added |
| BlackRock Inc. | 6,158,674 | $22.0M | 0.00% | +497,782+8.8% | Added |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −920,708−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −460,283−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −259,748−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −110,250−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −109,396−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −85,407−100.0% | Sold out |
| Waypoint Wealth Partners Inc. | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −42,279−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −30,766−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −34,209−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −31,872−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| GGV Capital LLC | 0 | $0 | 0.00% | −18,063−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,699−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −15,139−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −12,472−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Oracle Alpha Inc. | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |