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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,373 | $72.9K | 0.00% | +3,789+22.8% | Added |
| Tower Research Capital LLC (TRC) | 19,871 | $71.1K | 0.00% | +17,038+601.4% | Added |
| Arizona State Retirement System | 19,503 | $69.8K | 0.00% | +357+1.9% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $69.3K | 0.00% | +6,900+55.4% | Added |
| Engineers Gate Manager LP | 18,840 | $67.4K | 0.00% | −6,300−25.1% | Reduced |
| Aigen Investment Management, LP | 18,232 | $65.3K | 0.01% | +18,232 | New |
| Advisor Group Holdings, Inc. | 16,955 | $60.7K | 0.00% | +1,291+8.2% | Added |
| Quadrature Capital Ltd | 15,200 | $54.6K | 0.00% | +15,200 | New |
| Russell Investments Group, Ltd. | 15,189 | $54.4K | 0.00% | +15,103+17,561.6% | Added |
| Palisade Capital Management LLC | 14,561 | $52.1K | 0.00% | +14,561 | New |
| Bayesian Capital Management, LP | 13,500 | $48.3K | 0.01% | +13,500 | New |
| Pinnacle Wealth Planning Services, Inc. | 13,259 | $47.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,899 | $43.0K | 0.00% | +11,899 | New |
| Parallel Advisors, LLC | 11,038 | $39.5K | 0.00% | −2,378−17.7% | Reduced |
| Clarius Group, LLC | 10,585 | $37.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 10,451 | $37.4K | 0.00% | −1,471−12.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,174 | $29.3K | 0.00% | −84−1.0% | Reduced |
| Bessemer Group Inc | 7,584 | $27.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,965 | $25.0K | 0.00% | +2,728+64.4% | Added |
| Ameritas Investment Partners, Inc. | 6,560 | $23.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6,028 | $21.6K | 0.00% | +1,992+49.4% | Added |
| Nisa Investment Advisors, LLC | 5,880 | $21.1K | 0.00% | −20,805−78.0% | Reduced |
| Great West Life Assurance Co | 5,968 | $21.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 5,500 | $19.7K | 0.00% | +5,500 | New |
| CWM, LLC | 4,127 | $15.0K | 0.00% | +983+31.3% | Added |
| Caption Management, LLC | 3,400 | $12.2K | 0.00% | −11,800−77.6% | Reduced |
| Antipodes Partners Ltd | 3,297 | $11.8K | 0.00% | +3,297 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $9.95K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,313 | $8.56K | 0.00% | +1,313 | New |
| Point72 (DIFC) Ltd | 2,279 | $8.16K | 0.00% | +2,279 | New |
| FMR LLC | 2,278 | $8.15K | 0.00% | −422,336−99.5% | Reduced |
| Amalgamated Bank | 2,324 | $8.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,681 | $6.02K | 0.00% | −1,539−47.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 354 | $2.26K | 0.00% | +354 | New |
| Leonteq Securities AG | 516 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 485 | $1.74K | 0.00% | +48+11.0% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $1.43K | 0.00% | +400 | New |
| Clearstead Advisors, LLC | 328 | $1.18K | 0.00% | +328 | New |
| Robinswood Financial LLC | 300 | $1.07K | 0.00% | +300 | New |
| Comerica Bank | 279 | $999 | 0.00% | −260−48.2% | Reduced |
| Versant Capital Management, Inc | 261 | $934 | 0.00% | +261 | New |
| Redwood Wealth Management Group, LLC | 200 | $716 | 0.00% | +200 | New |
| Macroview Investment Management LLC | 190 | $681 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 80 | $286 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 45 | $162 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 45 | $161 | 0.00% | +25+125.0% | Added |
| Farther Finance Advisors, LLC | 27 | $96 | 0.00% | −16−37.2% | Reduced |
| Quest Partners LLC | 20 | $72 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $72 | 0.00% | +10+100.0% | Added |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |