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 |
|---|---|---|---|---|---|
| Requisite Capital Management, LLC | 118,500 | $456.2K | 0.10% | +118,500 | New |
| Balyasny Asset Management LLC | 121,498 | $467.8K | 0.00% | +76,047+167.3% | Added |
| Barclays PLC | 139,901 | $538.6K | 0.00% | +86,981+164.4% | Added |
| Two Sigma Investments, LP | 140,387 | $540.5K | 0.00% | +140,387 | New |
| UBS Group AG | 141,840 | $546.1K | 0.00% | +4,729+3.4% | Added |
| Squarepoint Ops LLC | 148,894 | $573.2K | 0.00% | −141,849−48.8% | Reduced |
| HighTower Advisors, LLC | 154,261 | $592.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 155,020 | $596.8K | 0.04% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 160,217 | $616.8K | 0.02% | −2,129,783−93.0% | Reduced |
| Susquehanna International Group, LLP | 177,685 | $684.1K | 0.00% | −58,036−24.6% | Reduced |
| Algert Global LLC | 188,553 | $725.9K | 0.02% | −165,566−46.8% | Reduced |
| Bank of New York Mellon Corp | 213,270 | $821.1K | 0.00% | −65,341−23.5% | Reduced |
| Nuveen Asset Management, LLC | 218,638 | $841.8K | 0.00% | −305,414−58.3% | Reduced |
| Tocqueville Asset Management L.P. | 290,000 | $1.12M | 0.02% | +290,000 | New |
| AQR Capital Management LLC | 302,129 | $1.16M | 0.00% | +226,799+301.1% | Added |
| Stifel Financial Corp | 332,126 | $1.28M | 0.00% | +57,239+20.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 344,723 | $1.33M | 0.01% | +215,958+167.7% | Added |
| Morgan Stanley | 367,145 | $1.41M | 0.00% | +73,194+24.9% | Added |
| Johnson Financial Group, LLC | 426,615 | $1.64M | 0.20% | +426,615 | New |
| Prudential Financial Inc | 456,963 | $1.76M | 0.00% | +1,600+0.4% | Added |
| Gsa Capital Partners LLP | 460,052 | $1.77M | 0.13% | +134,427+41.3% | Added |
| Renaissance Technologies LLC | 469,600 | $1.81M | 0.00% | −41,100−8.0% | Reduced |
| Cubist Systematic Strategies, LLC | 474,984 | $1.83M | 0.03% | +214,944+82.7% | Added |
| Bank of America Corp | 517,946 | $1.99M | 0.00% | +265,403+105.1% | Added |
| Citadel Advisors LLC | 540,886 | $2.08M | 0.00% | +174,461+47.6% | Added |
| Goldman Sachs Group Inc | 558,644 | $2.15M | 0.00% | −218,141−28.1% | Reduced |
| Charles Schwab Investment Management Inc | 569,201 | $2.19M | 0.00% | +26,155+4.8% | Added |
| Northern Trust Corp | 609,885 | $2.35M | 0.00% | −86,696−12.4% | Reduced |
| Point72 Asset Management, L.P. | 617,579 | $2.38M | 0.01% | +617,579 | New |
| Bellevue Group AG | 640,865 | $2.47M | 0.04% | −201,712−23.9% | Reduced |
| Jane Street Group, LLC | 727,406 | $2.80M | 0.00% | −277,739−27.6% | Reduced |
| Kennedy Capital Management, Inc. | 756,556 | $2.91M | 0.06% | +756,556 | New |
| Whetstone Capital Advisors, LLC | 997,889 | $3.84M | 1.85% | +997,889 | New |
| Fairman Group, LLC | 1,137,287 | $4.38M | 3.95% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,282,360 | $4.94M | 0.01% | +976,175+318.8% | Added |
| Dimensional Fund Advisors LP | 1,509,390 | $5.81M | 0.00% | −144,700−8.7% | Reduced |
| Clearline Capital LP | 1,539,578 | $5.93M | 0.52% | +708,794+85.3% | Added |
| Geode Capital Management, LLC | 1,782,038 | $6.86M | 0.00% | +83,556+4.9% | Added |
| Nikko Asset Management Americas, Inc. | 1,887,011 | $7.25M | 0.08% | −124,920−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,890,123 | $7.28M | 0.01% | −121,808−6.1% | Reduced |
| State Street Corp | 1,927,089 | $7.42M | 0.00% | −54,845−2.8% | Reduced |
| Acadian Asset Management LLC | 2,057,160 | $7.92M | 0.02% | +1,713,456+498.5% | Added |
| Prosight Management, LP | 2,801,598 | $10.8M | 2.74% | +1,312,073+88.1% | Added |
| Deerfield Management Company, L.P. (Series C) | 3,475,000 | $13.4M | 0.20% | 00.0% | Unchanged |
| Millennium Management LLC | 3,987,883 | $15.4M | 0.01% | +1,364,682+52.0% | Added |
| Vanguard Group Inc | 4,157,154 | $16.0M | 0.00% | +36,017+0.9% | Added |
| Brown Advisory Inc | 4,824,662 | $18.6M | 0.02% | −626,812−11.5% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 5,382,533 | $20.7M | 0.19% | −258,915−4.6% | Reduced |
| AH Capital Management, L.L.C. | 5,398,708 | $20.8M | 1.83% | 00.0% | Unchanged |
| BlackRock, Inc. | 6,240,828 | $24.0M | 0.00% | +6,240,828 | New |
| JFG Wealth Management, LLC | 0 | $0 | 0.00% | −854,162−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −606,622−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −144,122−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −137,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,585−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −88,500−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −83,007−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −69,734−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −63,969−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −49,171−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −41,438−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −38,360−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −28,512−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −27,031−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −27,062−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −25,959−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −20,373−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −19,503−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −15,189−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −13,259−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −10,451−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |