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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, Q4 2024

Institutional positions in Accolade, Inc. as of Dec 31, 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
155
+6 vs. Q3 2024
Shares held
62.1M
−5.00M (−7.4%) vs. Q3 2024
Total value
$212.6M
−$45.6M (−17.6%) vs. Q3 2024
New holders
33
58 more added
Sold out
27
41 more reduced

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 155 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 heldQ4 2024: $212.6M
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, Q4 2024

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2024.

Institutions holding ACCD in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,227,049$21.3M0.00%−13,779−0.2%Reduced
AH Capital Management, L.L.C.5,398,708$18.5M2.48%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest4,663,613$15.9M0.13%−718,920−13.4%Reduced
Vanguard Group Inc4,181,387$14.3M0.00%+24,233+0.6%Added
Deerfield Management Company, L.P. (Series C)3,475,000$11.9M0.23%00.0%Unchanged
Millennium Management LLC3,090,861$10.6M0.01%−897,022−22.5%Reduced
Acadian Asset Management LLC2,981,730$10.2M0.03%+924,570+44.9%Added
D. E. Shaw & Co., Inc.2,280,783$7.80M0.01%+998,423+77.9%Added
Fairman Group, LLC1,802,399$6.16M5.07%+665,112+58.5%Added
Sumitomo Mitsui Trust Holdings, Inc.1,766,480$6.04M0.00%−123,643−6.5%Reduced
Nikko Asset Management Americas, Inc.1,766,480$6.02M0.07%−120,531−6.4%Reduced
Geode Capital Management, LLC1,744,393$5.97M0.00%−37,645−2.1%Reduced
Whetstone Capital Advisors, LLC1,585,643$5.42M2.06%+587,754+58.9%Added
Dimensional Fund Advisors LP1,513,275$5.18M0.00%+3,885+0.3%Added
State Street Corp1,464,698$5.01M0.00%−462,391−24.0%Reduced
Kennedy Capital Management, Inc.1,065,757$3.64M0.08%+309,201+40.9%Added
Point72 Asset Management, L.P.844,999$2.89M0.01%+227,420+36.8%Added
Goldman Sachs Group Inc818,931$2.80M0.00%+260,287+46.6%Added
Jane Street Group, LLC728,365$2.49M0.00%+959+0.1%Added
Cubist Systematic Strategies, LLC668,738$2.29M0.04%+193,754+40.8%Added
Northern Trust Corp637,012$2.18M0.00%+27,127+4.4%Added
Connor, Clark & Lunn Investment Management Ltd.634,470$2.17M0.01%+289,747+84.1%Added
Bellevue Group AG615,509$2.11M0.04%−25,356−4.0%Reduced
Charles Schwab Investment Management Inc611,731$2.09M0.00%+42,530+7.5%Added
Citadel Advisors LLC594,218$2.03M0.00%+53,332+9.9%Added
AQR Capital Management LLC590,936$2.02M0.00%+288,807+95.6%Added
Tocqueville Asset Management L.P.580,000$1.98M0.03%+290,000+100.0%Added
Two Sigma Investments, LP564,743$1.93M0.00%+424,356+302.3%Added
Marshall Wace, LLP531,885$1.82M0.00%+509,093+2,233.6%Added
Prudential Financial Inc431,063$1.47M0.00%−25,900−5.7%Reduced
Johnson Financial Group, LLC426,615$1.46M0.17%00.0%Unchanged
Stifel Financial Corp377,221$1.29M0.00%+45,095+13.6%Added
Morgan Stanley349,645$1.20M0.00%−17,500−4.8%Reduced
Qube Research & Technologies Ltd338,434$1.16M0.00%+243,562+256.7%Added
Renaissance Technologies LLC305,836$1.05M0.00%−163,764−34.9%Reduced
Bank of America Corp298,367$1.02M0.00%−219,579−42.4%Reduced
Natixis286,600$980.2K0.01%+286,600New
UBS Group AG258,776$885.0K0.00%+116,936+82.4%Added
Clearline Capital LP237,881$813.6K0.11%−1,301,697−84.5%Reduced
Nuveen Asset Management, LLC218,638$747.7K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC102,598$703.8K0.00%00.0%Unchanged
Algert Global LLC201,683$689.8K0.02%+13,130+7.0%Added
Bank of New York Mellon Corp201,200$688.1K0.00%−12,070−5.7%Reduced
Two Sigma Advisers, LP194,800$666.2K0.00%+148,700+322.6%Added
ExodusPoint Capital Management, LP169,223$579.0K0.01%+95,498+129.5%Added
Equitable Trust Co155,020$530.2K0.03%00.0%Unchanged
Barclays PLC151,493$518.1K0.00%+11,592+8.3%Added
Gsa Capital Partners LLP135,902$465.0K0.03%−324,150−70.5%Reduced
Mackenzie Financial Corp133,471$456.5K0.00%+133,471New
Requisite Capital Management, LLC118,500$405.3K0.08%00.0%Unchanged
CWM Advisors, LLC117,216$400.9K0.04%+10,537+9.9%Added
Moore Capital Management, LP116,204$397.4K0.01%+116,204New
Nebula Research & Development LLC116,053$396.9K0.05%+20,349+21.3%Added
Rhumbline Advisers115,136$393.8K0.00%+1,967+1.7%Added
Group One Trading, L.P.111,362$380.9K0.01%+31,742+39.9%Added
Balyasny Asset Management LLC89,779$307.0K0.00%−31,719−26.1%Reduced
XTX Topco Ltd87,514$299.3K0.03%+49,982+133.2%Added
Petrus Trust Company, LTA87,384$298.9K0.03%00.0%Unchanged
BNP Paribas Arbitrage, SA86,134$294.6K0.00%+86,134New
EntryPoint Capital, LLC83,787$286.6K0.12%+47,113+128.5%Added
JPMorgan Chase & Co83,257$284.7K0.00%+28,238+51.3%Added
Ieq Capital, LLC82,509$282.2K0.00%+41,071+99.1%Added
Blair William & Co81,763$279.6K0.00%+28,673+54.0%Added
Cresset Asset Management, LLC81,153$277.5K0.00%+306+0.4%Added
Invesco Ltd.78,724$269.2K0.00%+1,804+2.3%Added
Graham Capital Management, L.P.77,575$265.3K0.01%+77,575New
Mirae Asset Global ETFs Holdings Ltd.77,457$264.9K0.00%−769−1.0%Reduced
US Bancorp75,325$257.6K0.00%00.0%Unchanged
Alliancebernstein L.P.75,092$256.8K0.00%00.0%Unchanged
Sherbrooke Park Advisers LLC71,979$246.2K0.08%−32,959−31.4%Reduced
Lightspeed Management Company, L.L.C.66,578$227.7K0.08%+66,578New
HSBC Holdings PLC62,939$213.7K0.00%+37,174+144.3%Added
Cerity Partners LLC59,373$203.2K0.00%+5,987+11.2%Added
Susquehanna International Group, LLP58,655$200.6K0.00%−119,030−67.0%Reduced
Miracle Mile Advisors, LLC57,427$196.4K0.00%00.0%Unchanged
Citigroup Inc57,179$195.6K0.00%−5,675−9.0%Reduced
Squarepoint Ops LLC56,630$193.7K0.00%−92,264−62.0%Reduced
Nisa Investment Advisors, LLC55,680$190.4K0.00%+55,314+15,113.1%Added
SEI Investments Co54,063$184.9K0.00%−22,949−29.8%Reduced
Ameriprise Financial Inc53,753$183.8K0.00%+38,611+255.0%Added
FMR LLC53,493$182.9K0.00%+48,215+913.5%Added
Savant Capital, LLC52,794$180.6K0.00%+34,082+182.1%Added
Jump Financial, LLC49,489$169.3K0.00%−40,603−45.1%Reduced
State of Wyoming44,532$152.3K0.02%−20,367−31.4%Reduced
MetLife Investment Management43,337$148.2K0.00%+6,268+16.9%Added
HighTower Advisors, LLC41,500$141.9K0.00%−112,761−73.1%Reduced
SG Americas Securities, LLC40,498$139.0K0.00%+10,749+36.1%Added
Wells Fargo & Company40,153$137.3K0.00%+8,425+26.6%Added
Intech Investment Management LLC36,984$126.5K0.00%+12,124+48.8%Added
Corebridge Financial, Inc.36,319$124.2K0.00%−2,742−7.0%Reduced
Raymond James Financial Inc35,155$120.2K0.00%+35,155New
Diametric Capital, LP33,951$116.1K0.08%−1,862−5.2%Reduced
Brevan Howard Capital Management LP30,969$105.9K0.00%+30,969New
CI Private Wealth, LLC30,319$103.7K0.00%00.0%Unchanged
New York State Common Retirement Fund28,162$96.3K0.00%00.0%Unchanged
Walleye Capital LLC28,045$95.9K0.00%+28,045New
Price T Rowe Associates Inc27,673$95.0K0.00%+3,982+16.8%Added
Manufacturers Life Insurance Company, The27,692$94.7K0.00%−1,172−4.1%Reduced
Caption Management, LLC26,282$89.9K0.00%−52,118−66.5%Reduced
Voya Investment Management LLC23,366$79.9K0.00%−1,971−7.8%Reduced