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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
Marshall Wace, LLP22,792$87.7K0.00%−1,000−4.2%Reduced
LPL Financial LLC21,289$82.0K0.00%+21,289New
Tower Research Capital LLC (TRC)21,064$81.1K0.00%+1,193+6.0%Added
Point72 Asia (Singapore) Pte. Ltd.20,913$80.5K0.02%+19,232+1,144.1%Added
State Board of Administration of Florida Retirement System19,354$74.5K0.00%00.0%Unchanged
Savant Capital, LLC18,712$72.0K0.00%+18,712New
Advisor Group Holdings, Inc.16,798$64.7K0.00%−157−0.9%Reduced
Tudor Investment Corp Et Al15,326$59.0K0.00%+15,326New
Ameriprise Financial Inc15,142$58.3K0.00%−94,456−86.2%Reduced
Aigen Investment Management, LP14,839$57.1K0.01%−3,393−18.6%Reduced
Palisade Capital Management LLC14,561$56.1K0.00%00.0%Unchanged
ProShare Advisors LLC13,803$53.1K0.00%+13,803New
Wolverine Trading, LLC13,211$51.0K0.00%+13,211New
Prelude Capital Management, LLC13,042$50.2K0.00%+13,042New
Royal Bank of Canada12,703$49.0K0.00%+5,738+82.4%Added
Davy Global Fund Management Ltd11,875$45.7K0.00%+11,875New
Clarius Group, LLC10,585$40.8K0.00%00.0%Unchanged
Panagora Asset Management Inc10,447$40.2K0.00%+10,447New
Mission Creek Capital Partners, Inc.10,000$38.5K0.01%+10,000New
Simplex Trading, LLC9,591$36.0K0.00%−42,181−81.5%Reduced
CWM, LLC8,987$35.0K0.00%+4,860+117.8%Added
Bessemer Group Inc7,400$28.0K0.00%−184−2.4%Reduced
Legal & General Group Plc7,077$27.2K0.00%−68,026−90.6%Reduced
Ameritas Investment Partners, Inc.6,560$25.3K0.00%00.0%Unchanged
Parallel Advisors, LLC5,849$22.5K0.00%−5,189−47.0%Reduced
California State Teachers Retirement System5,366$20.7K0.00%−62,899−92.1%Reduced
nVerses Capital, LLC5,300$20.4K0.01%+5,300New
FMR LLC5,278$20.3K0.00%+3,000+131.7%Added
Northwestern Mutual Wealth Management Co2,780$10.7K0.00%00.0%Unchanged
Quadrant Capital Group LLC2,596$9.99K0.00%+2,551+5,668.9%Added
Amalgamated Bank2,324$9.00K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,255$8.70K0.00%+1,901+537.0%Added
Coppell Advisory Solutions LLC1,313$5.07K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC1,197$5.00K0.00%00.0%Unchanged
Clear Street Markets LLC1,056$4.00K0.00%+1,056New
C M Bidwell & Associates Ltd916$3.53K0.00%+916New
Comerica Bank487$1.88K0.00%+208+74.6%Added
Signaturefd, LLC439$1.69K0.00%+359+448.8%Added
Nisa Investment Advisors, LLC366$1.41K0.00%−5,514−93.8%Reduced
Versant Capital Management, Inc286$1.10K0.00%+25+9.6%Added
GAMMA Investing LLC243$9360.00%+198+440.0%Added
Macroview Investment Management LLC190$7320.00%00.0%Unchanged
Sterling Capital Management LLC182$7010.00%+182New
Larson Financial Group LLC96$3700.00%+96New
Rothschild Investment LLC85$3270.00%+65+325.0%Added
Lindbrook Capital, LLC82$3160.00%−403−83.1%Reduced
True Wealth Design, LLC57$2200.00%+57New
Quest Partners LLC20$770.00%00.0%Unchanged
Farther Finance Advisors, LLC10$390.00%−17−63.0%Reduced
Covestor Ltd24$00.00%+18+300.0%Added
JFG Wealth Management, LLC0$00.00%−854,162−100.0%Sold out
J. Goldman & Co LP0$00.00%−606,622−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−144,122−100.0%Sold out
Swiss National Bank0$00.00%−137,500−100.0%Sold out
Trexquant Investment LP0$00.00%−107,585−100.0%Sold out
IPG Investment Advisors LLC0$00.00%−88,500−100.0%Sold out
Nordea Investment Management AB0$00.00%−83,007−100.0%Sold out
Corton Capital Inc.0$00.00%−69,734−100.0%Sold out
Bridgewater Associates, LP0$00.00%−63,969−100.0%Sold out
Verition Fund Management LLC0$00.00%−49,171−100.0%Sold out
Versor Investments LP0$00.00%−41,900−100.0%Sold out
Camden Capital, LLC0$00.00%−41,438−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−38,360−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−28,512−100.0%Sold out
Janus Henderson Group PLC0$00.00%−27,031−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−27,062−100.0%Sold out
Principal Financial Group Inc0$00.00%−25,959−100.0%Sold out
Zurcher Kantonalbank (Zurich Cantonalbank)0$00.00%−20,373−100.0%Sold out
Arizona State Retirement System0$00.00%−19,503−100.0%Sold out
Quadrature Capital Ltd0$00.00%−15,200−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−15,189−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−13,259−100.0%Sold out
American Century Companies Inc0$00.00%−10,451−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−8,174−100.0%Sold out
Great West Life Assurance Co0$00.00%−5,968−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−5,500−100.0%Sold out
Antipodes Partners Ltd0$00.00%−3,297−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−2,279−100.0%Sold out
Leonteq Securities AG0$00.00%−516−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−400−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−328−100.0%Sold out
Robinswood Financial LLC0$00.00%−300−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−200−100.0%Sold out
BlackRock Inc.––––Not filed