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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, Q3 2024

Institutional positions in Accolade, Inc. as of Sep 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
150
0 vs. Q2 2024
Shares held
67.1M
+7.44M (+12.5%) vs. Q2 2024
Total value
$258.3M
+$44.7M (+20.9%) vs. Q2 2024
New holders
33
50 more added
Sold out
33
48 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 150 institutions
Q1 2021: 147 institutionsQ2 2021: 162 institutionsQ3 2021: 167 institutionsQ4 2021: 159 institutionsQ1 2022: 154 institutionsQ2 2022: 159 institutionsQ3 2022: 150 institutionsQ4 2022: 150 institutionsQ1 2023: 151 institutionsQ2 2023: 156 institutionsQ3 2023: 150 institutionsQ4 2023: 141 institutionsQ1 2024: 150 institutionsQ2 2024: 151 institutionsQ3 2024: 150 institutionsQ4 2024: 155 institutionsQ1 2025: 157 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2024: $258.3M
Q1 2021: $1.93BQ2 2021: $2.44BQ3 2021: $2.03BQ4 2021: $1.44BQ1 2022: $967.9MQ2 2022: $413.0MQ3 2022: $651.6MQ4 2022: $400.9MQ1 2023: $819.3MQ2 2023: $755.1MQ3 2023: $614.7MQ4 2023: $803.6MQ1 2024: $715.3MQ2 2024: $235.7MQ3 2024: $258.3MQ4 2024: $212.6MQ1 2025: $469.4MQ2 2025: $197.7KQ3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ACCD and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$197.7K
Q1 2025157$469.4M
Q4 2024155$212.6M
Q3 2024150$258.3M
Q2 2024151$235.7M
Q1 2024150$715.3M
Q4 2023141$803.6M
Q3 2023150$614.7M
Q2 2023156$755.1M
Q1 2023151$819.3M
Q4 2022150$400.9M
Q3 2022150$651.6M
Q2 2022159$413.0M
Q1 2022154$967.9M
Q4 2021159$1.44B
Q3 2021167$2.03B
Q2 2021162$2.44B
Q1 2021147$1.93B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2024.

Institutions holding ACCD in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,240,828$24.0M0.00%+6,240,828New
AH Capital Management, L.L.C.5,398,708$20.8M1.83%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest5,382,533$20.7M0.19%−258,915−4.6%Reduced
Brown Advisory Inc4,824,662$18.6M0.02%−626,812−11.5%Reduced
Vanguard Group Inc4,157,154$16.0M0.00%+36,017+0.9%Added
Millennium Management LLC3,987,883$15.4M0.01%+1,364,682+52.0%Added
Deerfield Management Company, L.P. (Series C)3,475,000$13.4M0.20%00.0%Unchanged
Prosight Management, LP2,801,598$10.8M2.74%+1,312,073+88.1%Added
Acadian Asset Management LLC2,057,160$7.92M0.02%+1,713,456+498.5%Added
State Street Corp1,927,089$7.42M0.00%−54,845−2.8%Reduced
Sumitomo Mitsui Trust Holdings, Inc.1,890,123$7.28M0.01%−121,808−6.1%Reduced
Nikko Asset Management Americas, Inc.1,887,011$7.25M0.08%−124,920−6.2%Reduced
Geode Capital Management, LLC1,782,038$6.86M0.00%+83,556+4.9%Added
Clearline Capital LP1,539,578$5.93M0.52%+708,794+85.3%Added
Dimensional Fund Advisors LP1,509,390$5.81M0.00%−144,700−8.7%Reduced
D. E. Shaw & Co., Inc.1,282,360$4.94M0.01%+976,175+318.8%Added
Fairman Group, LLC1,137,287$4.38M3.95%00.0%Unchanged
Whetstone Capital Advisors, LLC997,889$3.84M1.85%+997,889New
Kennedy Capital Management, Inc.756,556$2.91M0.06%+756,556New
Jane Street Group, LLC727,406$2.80M0.00%−277,739−27.6%Reduced
Bellevue Group AG640,865$2.47M0.04%−201,712−23.9%Reduced
Point72 Asset Management, L.P.617,579$2.38M0.01%+617,579New
Northern Trust Corp609,885$2.35M0.00%−86,696−12.4%Reduced
Charles Schwab Investment Management Inc569,201$2.19M0.00%+26,155+4.8%Added
Goldman Sachs Group Inc558,644$2.15M0.00%−218,141−28.1%Reduced
Citadel Advisors LLC540,886$2.08M0.00%+174,461+47.6%Added
Bank of America Corp517,946$1.99M0.00%+265,403+105.1%Added
Cubist Systematic Strategies, LLC474,984$1.83M0.03%+214,944+82.7%Added
Renaissance Technologies LLC469,600$1.81M0.00%−41,100−8.0%Reduced
Gsa Capital Partners LLP460,052$1.77M0.13%+134,427+41.3%Added
Prudential Financial Inc456,963$1.76M0.00%+1,600+0.4%Added
Johnson Financial Group, LLC426,615$1.64M0.20%+426,615New
Morgan Stanley367,145$1.41M0.00%+73,194+24.9%Added
Connor, Clark & Lunn Investment Management Ltd.344,723$1.33M0.01%+215,958+167.7%Added
Stifel Financial Corp332,126$1.28M0.00%+57,239+20.8%Added
AQR Capital Management LLC302,129$1.16M0.00%+226,799+301.1%Added
Tocqueville Asset Management L.P.290,000$1.12M0.02%+290,000New
Nuveen Asset Management, LLC218,638$841.8K0.00%−305,414−58.3%Reduced
Bank of New York Mellon Corp213,270$821.1K0.00%−65,341−23.5%Reduced
Algert Global LLC188,553$725.9K0.02%−165,566−46.8%Reduced
Susquehanna International Group, LLP177,685$684.1K0.00%−58,036−24.6%Reduced
Rock Springs Capital Management LP160,217$616.8K0.02%−2,129,783−93.0%Reduced
Equitable Trust Co155,020$596.8K0.04%00.0%Unchanged
HighTower Advisors, LLC154,261$592.0K0.00%00.0%Unchanged
Squarepoint Ops LLC148,894$573.2K0.00%−141,849−48.8%Reduced
UBS Group AG141,840$546.1K0.00%+4,729+3.4%Added
Two Sigma Investments, LP140,387$540.5K0.00%+140,387New
Barclays PLC139,901$538.6K0.00%+86,981+164.4%Added
Balyasny Asset Management LLC121,498$467.8K0.00%+76,047+167.3%Added
Requisite Capital Management, LLC118,500$456.2K0.10%+118,500New
Rhumbline Advisers113,169$435.7K0.00%−11,182−9.0%Reduced
CWM Advisors, LLC106,679$410.7K0.04%+10,658+11.1%Added
Sherbrooke Park Advisers LLC104,938$404.0K0.09%+45,744+77.3%Added
CIBC Private Wealth Group, LLC102,598$395.0K0.00%00.0%Unchanged
Engineers Gate Manager LP100,155$385.6K0.01%+81,315+431.6%Added
Nebula Research & Development LLC95,704$368.5K0.04%+37,152+63.5%Added
Qube Research & Technologies Ltd94,872$365.3K0.00%+94,872New
Jump Financial, LLC90,092$346.9K0.01%+90,092New
Petrus Trust Company, LTA87,384$336.4K0.03%+23,803+37.4%Added
Cresset Asset Management, LLC80,847$311.3K0.00%−891−1.1%Reduced
Group One Trading, L.P.79,620$306.5K0.01%−81,495−50.6%Reduced
Caption Management, LLC78,400$301.8K0.03%+75,000+2,205.9%Added
Mirae Asset Global ETFs Holdings Ltd.78,226$301.2K0.00%+2,291+3.0%Added
Lazard Asset Management LLC77,477$298.0K0.00%−10,978−12.4%Reduced
SEI Investments Co77,012$296.5K0.00%−5,847−7.1%Reduced
Invesco Ltd.76,920$296.1K0.00%−2,787−3.5%Reduced
US Bancorp75,325$290.0K0.00%−310−0.4%Reduced
Alliancebernstein L.P.75,092$289.1K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP73,725$284.0K0.00%+73,725New
State of Wyoming64,899$249.9K0.04%+58,871+976.6%Added
Citigroup Inc62,854$242.0K0.00%+41,702+197.2%Added
Centiva Capital, LP59,660$229.7K0.01%+3,264+5.8%Added
Miracle Mile Advisors, LLC57,427$221.1K0.01%00.0%Unchanged
JPMorgan Chase & Co55,019$211.8K0.00%−2,902,307−98.1%Reduced
Cerity Partners LLC53,386$205.5K0.00%+7,351+16.0%Added
Blair William & Co53,090$204.4K0.00%−26,744−33.5%Reduced
Deutsche Bank AG52,836$203.4K0.00%−6,254−10.6%Reduced
Dynamic Technology Lab Private Ltd48,198$186.0K0.02%−81,356−62.8%Reduced
Two Sigma Advisers, LP46,100$177.5K0.00%+46,100New
Bayesian Capital Management, LP44,700$172.1K0.02%+31,200+231.1%Added
Ieq Capital, LLC41,438$159.5K0.00%+41,438New
Corebridge Financial, Inc.39,061$150.4K0.00%−779−2.0%Reduced
XTX Topco Ltd37,532$144.5K0.01%−11,922−24.1%Reduced
MetLife Investment Management37,069$142.7K0.00%−6,253−14.4%Reduced
EntryPoint Capital, LLC36,674$141.2K0.08%+36,674New
Franklin Resources Inc38,437$141.1K0.00%+80.0%Added
Diametric Capital, LP35,813$137.9K0.07%+35,813New
Winton Group Ltd35,324$136.0K0.01%+35,324New
The PNC Financial Services Group, Inc.33,619$129.4K0.00%−40−0.1%Reduced
Wells Fargo & Company31,728$122.2K0.00%−6,300−16.6%Reduced
Ballentine Partners, LLC30,748$118.4K0.00%+30,748New
CI Private Wealth, LLC30,319$116.7K0.00%−7,427−19.7%Reduced
SG Americas Securities, LLC29,749$115.0K0.00%+17,850+150.0%Added
Manufacturers Life Insurance Company, The28,864$111.1K0.00%−296−1.0%Reduced
New York State Common Retirement Fund28,162$108.4K0.00%−2,389−7.8%Reduced
Raymond James & Associates26,970$103.8K0.00%+778+3.0%Added
HSBC Holdings PLC25,765$100.7K0.00%+4,170+19.3%Added
Voya Investment Management LLC25,337$97.5K0.00%+324+1.3%Added
Intech Investment Management LLC24,860$95.7K0.00%+24,860New
Price T Rowe Associates Inc23,691$92.0K0.00%00.0%Unchanged