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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | +18+300.0% | Added |
| Farther Finance Advisors, LLC | 10 | $39 | 0.00% | −17−63.0% | Reduced |
| Quest Partners LLC | 20 | $77 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $220 | 0.00% | +57 | New |
| Lindbrook Capital, LLC | 82 | $316 | 0.00% | −403−83.1% | Reduced |
| Rothschild Investment LLC | 85 | $327 | 0.00% | +65+325.0% | Added |
| Larson Financial Group LLC | 96 | $370 | 0.00% | +96 | New |
| Sterling Capital Management LLC | 182 | $701 | 0.00% | +182 | New |
| Macroview Investment Management LLC | 190 | $732 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 243 | $936 | 0.00% | +198+440.0% | Added |
| Versant Capital Management, Inc | 286 | $1.10K | 0.00% | +25+9.6% | Added |
| Nisa Investment Advisors, LLC | 366 | $1.41K | 0.00% | −5,514−93.8% | Reduced |
| Signaturefd, LLC | 439 | $1.69K | 0.00% | +359+448.8% | Added |
| Comerica Bank | 487 | $1.88K | 0.00% | +208+74.6% | Added |
| C M Bidwell & Associates Ltd | 916 | $3.53K | 0.00% | +916 | New |
| Clear Street Markets LLC | 1,056 | $4.00K | 0.00% | +1,056 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,313 | $5.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,255 | $8.70K | 0.00% | +1,901+537.0% | Added |
| Amalgamated Bank | 2,324 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,596 | $9.99K | 0.00% | +2,551+5,668.9% | Added |
| Northwestern Mutual Wealth Management Co | 2,780 | $10.7K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,278 | $20.3K | 0.00% | +3,000+131.7% | Added |
| nVerses Capital, LLC | 5,300 | $20.4K | 0.01% | +5,300 | New |
| California State Teachers Retirement System | 5,366 | $20.7K | 0.00% | −62,899−92.1% | Reduced |
| Parallel Advisors, LLC | 5,849 | $22.5K | 0.00% | −5,189−47.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,560 | $25.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,077 | $27.2K | 0.00% | −68,026−90.6% | Reduced |
| Bessemer Group Inc | 7,400 | $28.0K | 0.00% | −184−2.4% | Reduced |
| CWM, LLC | 8,987 | $35.0K | 0.00% | +4,860+117.8% | Added |
| Simplex Trading, LLC | 9,591 | $36.0K | 0.00% | −42,181−81.5% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,000 | $38.5K | 0.01% | +10,000 | New |
| Panagora Asset Management Inc | 10,447 | $40.2K | 0.00% | +10,447 | New |
| Clarius Group, LLC | 10,585 | $40.8K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 11,875 | $45.7K | 0.00% | +11,875 | New |
| Royal Bank of Canada | 12,703 | $49.0K | 0.00% | +5,738+82.4% | Added |
| Prelude Capital Management, LLC | 13,042 | $50.2K | 0.00% | +13,042 | New |
| Wolverine Trading, LLC | 13,211 | $51.0K | 0.00% | +13,211 | New |
| ProShare Advisors LLC | 13,803 | $53.1K | 0.00% | +13,803 | New |
| Palisade Capital Management LLC | 14,561 | $56.1K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 14,839 | $57.1K | 0.01% | −3,393−18.6% | Reduced |
| Ameriprise Financial Inc | 15,142 | $58.3K | 0.00% | −94,456−86.2% | Reduced |
| Tudor Investment Corp Et Al | 15,326 | $59.0K | 0.00% | +15,326 | New |
| Advisor Group Holdings, Inc. | 16,798 | $64.7K | 0.00% | −157−0.9% | Reduced |
| Savant Capital, LLC | 18,712 | $72.0K | 0.00% | +18,712 | New |
| State Board of Administration of Florida Retirement System | 19,354 | $74.5K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 20,913 | $80.5K | 0.02% | +19,232+1,144.1% | Added |
| Tower Research Capital LLC (TRC) | 21,064 | $81.1K | 0.00% | +1,193+6.0% | Added |
| LPL Financial LLC | 21,289 | $82.0K | 0.00% | +21,289 | New |
| Marshall Wace, LLP | 22,792 | $87.7K | 0.00% | −1,000−4.2% | Reduced |
| Price T Rowe Associates Inc | 23,691 | $92.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 24,860 | $95.7K | 0.00% | +24,860 | New |
| Voya Investment Management LLC | 25,337 | $97.5K | 0.00% | +324+1.3% | Added |
| HSBC Holdings PLC | 25,765 | $100.7K | 0.00% | +4,170+19.3% | Added |
| Raymond James & Associates | 26,970 | $103.8K | 0.00% | +778+3.0% | Added |
| New York State Common Retirement Fund | 28,162 | $108.4K | 0.00% | −2,389−7.8% | Reduced |
| Manufacturers Life Insurance Company, The | 28,864 | $111.1K | 0.00% | −296−1.0% | Reduced |
| SG Americas Securities, LLC | 29,749 | $115.0K | 0.00% | +17,850+150.0% | Added |
| CI Private Wealth, LLC | 30,319 | $116.7K | 0.00% | −7,427−19.7% | Reduced |
| Ballentine Partners, LLC | 30,748 | $118.4K | 0.00% | +30,748 | New |
| Wells Fargo & Company | 31,728 | $122.2K | 0.00% | −6,300−16.6% | Reduced |
| The PNC Financial Services Group, Inc. | 33,619 | $129.4K | 0.00% | −40−0.1% | Reduced |
| Winton Group Ltd | 35,324 | $136.0K | 0.01% | +35,324 | New |
| Diametric Capital, LP | 35,813 | $137.9K | 0.07% | +35,813 | New |
| Franklin Resources Inc | 38,437 | $141.1K | 0.00% | +80.0% | Added |
| EntryPoint Capital, LLC | 36,674 | $141.2K | 0.08% | +36,674 | New |
| MetLife Investment Management | 37,069 | $142.7K | 0.00% | −6,253−14.4% | Reduced |
| XTX Topco Ltd | 37,532 | $144.5K | 0.01% | −11,922−24.1% | Reduced |
| Corebridge Financial, Inc. | 39,061 | $150.4K | 0.00% | −779−2.0% | Reduced |
| Ieq Capital, LLC | 41,438 | $159.5K | 0.00% | +41,438 | New |
| Bayesian Capital Management, LP | 44,700 | $172.1K | 0.02% | +31,200+231.1% | Added |
| Two Sigma Advisers, LP | 46,100 | $177.5K | 0.00% | +46,100 | New |
| Dynamic Technology Lab Private Ltd | 48,198 | $186.0K | 0.02% | −81,356−62.8% | Reduced |
| Deutsche Bank AG | 52,836 | $203.4K | 0.00% | −6,254−10.6% | Reduced |
| Blair William & Co | 53,090 | $204.4K | 0.00% | −26,744−33.5% | Reduced |
| Cerity Partners LLC | 53,386 | $205.5K | 0.00% | +7,351+16.0% | Added |
| JPMorgan Chase & Co | 55,019 | $211.8K | 0.00% | −2,902,307−98.1% | Reduced |
| Miracle Mile Advisors, LLC | 57,427 | $221.1K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 59,660 | $229.7K | 0.01% | +3,264+5.8% | Added |
| Citigroup Inc | 62,854 | $242.0K | 0.00% | +41,702+197.2% | Added |
| State of Wyoming | 64,899 | $249.9K | 0.04% | +58,871+976.6% | Added |
| ExodusPoint Capital Management, LP | 73,725 | $284.0K | 0.00% | +73,725 | New |
| Alliancebernstein L.P. | 75,092 | $289.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75,325 | $290.0K | 0.00% | −310−0.4% | Reduced |
| Invesco Ltd. | 76,920 | $296.1K | 0.00% | −2,787−3.5% | Reduced |
| SEI Investments Co | 77,012 | $296.5K | 0.00% | −5,847−7.1% | Reduced |
| Lazard Asset Management LLC | 77,477 | $298.0K | 0.00% | −10,978−12.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 78,226 | $301.2K | 0.00% | +2,291+3.0% | Added |
| Caption Management, LLC | 78,400 | $301.8K | 0.03% | +75,000+2,205.9% | Added |
| Group One Trading, L.P. | 79,620 | $306.5K | 0.01% | −81,495−50.6% | Reduced |
| Cresset Asset Management, LLC | 80,847 | $311.3K | 0.00% | −891−1.1% | Reduced |
| Petrus Trust Company, LTA | 87,384 | $336.4K | 0.03% | +23,803+37.4% | Added |
| Jump Financial, LLC | 90,092 | $346.9K | 0.01% | +90,092 | New |
| Qube Research & Technologies Ltd | 94,872 | $365.3K | 0.00% | +94,872 | New |
| Nebula Research & Development LLC | 95,704 | $368.5K | 0.04% | +37,152+63.5% | Added |
| Engineers Gate Manager LP | 100,155 | $385.6K | 0.01% | +81,315+431.6% | Added |
| CIBC Private Wealth Group, LLC | 102,598 | $395.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 104,938 | $404.0K | 0.09% | +45,744+77.3% | Added |
| CWM Advisors, LLC | 106,679 | $410.7K | 0.04% | +10,658+11.1% | Added |
| Rhumbline Advisers | 113,169 | $435.7K | 0.00% | −11,182−9.0% | Reduced |