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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 26 | $0 | 0.00% | +2+8.3% | Added |
| Farther Finance Advisors, LLC | 5 | $17 | 0.00% | −5−50.0% | Reduced |
| SBI Securities Co., Ltd. | 9 | $31 | 0.00% | +9 | New |
| Leonteq Securities AG | 28 | $96 | 0.00% | +28 | New |
| True Wealth Design, LLC | 50 | $171 | 0.00% | −7−12.3% | Reduced |
| IFP Advisors, Inc | 50 | $171 | 0.00% | +50 | New |
| Raleigh Capital Management Inc. | 58 | $198 | 0.00% | +58 | New |
| Versant Capital Management, Inc | 138 | $472 | 0.00% | −148−51.7% | Reduced |
| CoreCap Advisors, LLC | 142 | $486 | 0.00% | +142 | New |
| Russell Investments Group, Ltd. | 149 | $510 | 0.00% | +149 | New |
| Rothschild Investment LLC | 160 | $547 | 0.00% | +75+88.2% | Added |
| The PNC Financial Services Group, Inc. | 164 | $561 | 0.00% | −33,455−99.5% | Reduced |
| Smartleaf Asset Management LLC | 183 | $629 | 0.00% | −2,072−91.9% | Reduced |
| EverSource Wealth Advisors, LLC | 216 | $739 | 0.00% | +216 | New |
| Skopos Labs, Inc. | 253 | $866 | 0.00% | +253 | New |
| Crowley Wealth Management, Inc. | 300 | $1.03K | 0.00% | +300 | New |
| Federated Hermes, Inc. | 492 | $1.68K | 0.00% | +492 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,366 | $4.67K | 0.00% | +1,366 | New |
| Coppell Advisory Solutions LLC | 1,313 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,677 | $5.74K | 0.00% | +1,495+821.4% | Added |
| Amalgamated Bank | 2,324 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,780 | $9.51K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,141 | $10.7K | 0.00% | −49,695−94.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,357 | $11.5K | 0.00% | −17,707−84.1% | Reduced |
| R Squared Ltd | 3,800 | $13.0K | 0.01% | +3,800 | New |
| California State Teachers Retirement System | 5,366 | $18.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,505 | $18.8K | 0.00% | −344−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,560 | $22.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,077 | $24.2K | 0.00% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 10,000 | $34.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,247 | $35.0K | 0.00% | −49,413−82.8% | Reduced |
| Clarius Group, LLC | 10,585 | $36.2K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,900 | $37.3K | 0.00% | −33,800−75.6% | Reduced |
| Laird Norton Trust Company, LLC | 11,000 | $37.6K | 0.01% | +11,000 | New |
| Pallas Capital Advisors LLC | 11,235 | $38.4K | 0.00% | +11,235 | New |
| Panagora Asset Management Inc | 11,256 | $38.5K | 0.00% | +809+7.7% | Added |
| Prelude Capital Management, LLC | 11,478 | $39.3K | 0.00% | −1,564−12.0% | Reduced |
| Boothbay Fund Management, LLC | 12,535 | $42.9K | 0.00% | +12,535 | New |
| Point72 (DIFC) Ltd | 12,705 | $43.5K | 0.00% | +12,705 | New |
| Wealth Enhancement Advisory Services, LLC | 13,994 | $47.9K | 0.00% | +13,994 | New |
| Police & Firemen's Retirement System of New Jersey | 14,038 | $48.0K | 0.00% | +14,038 | New |
| Pilgrim Partners Asia Pte Ltd | 15,800 | $54.0K | 0.05% | +15,800 | New |
| Rpo LLC | 16,713 | $57.2K | 0.07% | +16,713 | New |
| AE Wealth Management LLC | 17,734 | $60.7K | 0.00% | +17,734 | New |
| Davy Global Fund Management Ltd | 17,804 | $60.9K | 0.01% | +5,929+49.9% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $66.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 20,448 | $70.0K | 0.00% | +11,461+127.5% | Added |
| ProShare Advisors LLC | 20,574 | $70.4K | 0.00% | +6,771+49.1% | Added |
| Sagespring Wealth Partners, LLC | 20,854 | $71.3K | 0.00% | +20,854 | New |
| Glenmede Trust Co NA | 21,187 | $72.5K | 0.00% | +21,187 | New |
| Quadrature Capital Ltd | 21,508 | $73.3K | 0.00% | +21,508 | New |
| Simplex Trading, LLC | 21,896 | $74.0K | 0.00% | +12,305+128.3% | Added |
| Advisor Group Holdings, Inc. | 22,893 | $78.3K | 0.00% | +6,095+36.3% | Added |
| LPL Financial LLC | 23,201 | $79.3K | 0.00% | +1,912+9.0% | Added |
| Voya Investment Management LLC | 23,366 | $79.9K | 0.00% | −1,971−7.8% | Reduced |
| Caption Management, LLC | 26,282 | $89.9K | 0.00% | −52,118−66.5% | Reduced |
| Manufacturers Life Insurance Company, The | 27,692 | $94.7K | 0.00% | −1,172−4.1% | Reduced |
| Price T Rowe Associates Inc | 27,673 | $95.0K | 0.00% | +3,982+16.8% | Added |
| Walleye Capital LLC | 28,045 | $95.9K | 0.00% | +28,045 | New |
| New York State Common Retirement Fund | 28,162 | $96.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,319 | $103.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 30,969 | $105.9K | 0.00% | +30,969 | New |
| Diametric Capital, LP | 33,951 | $116.1K | 0.08% | −1,862−5.2% | Reduced |
| Raymond James Financial Inc | 35,155 | $120.2K | 0.00% | +35,155 | New |
| Corebridge Financial, Inc. | 36,319 | $124.2K | 0.00% | −2,742−7.0% | Reduced |
| Intech Investment Management LLC | 36,984 | $126.5K | 0.00% | +12,124+48.8% | Added |
| Wells Fargo & Company | 40,153 | $137.3K | 0.00% | +8,425+26.6% | Added |
| SG Americas Securities, LLC | 40,498 | $139.0K | 0.00% | +10,749+36.1% | Added |
| HighTower Advisors, LLC | 41,500 | $141.9K | 0.00% | −112,761−73.1% | Reduced |
| MetLife Investment Management | 43,337 | $148.2K | 0.00% | +6,268+16.9% | Added |
| State of Wyoming | 44,532 | $152.3K | 0.02% | −20,367−31.4% | Reduced |
| Jump Financial, LLC | 49,489 | $169.3K | 0.00% | −40,603−45.1% | Reduced |
| Savant Capital, LLC | 52,794 | $180.6K | 0.00% | +34,082+182.1% | Added |
| FMR LLC | 53,493 | $182.9K | 0.00% | +48,215+913.5% | Added |
| Ameriprise Financial Inc | 53,753 | $183.8K | 0.00% | +38,611+255.0% | Added |
| SEI Investments Co | 54,063 | $184.9K | 0.00% | −22,949−29.8% | Reduced |
| Nisa Investment Advisors, LLC | 55,680 | $190.4K | 0.00% | +55,314+15,113.1% | Added |
| Squarepoint Ops LLC | 56,630 | $193.7K | 0.00% | −92,264−62.0% | Reduced |
| Citigroup Inc | 57,179 | $195.6K | 0.00% | −5,675−9.0% | Reduced |
| Miracle Mile Advisors, LLC | 57,427 | $196.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 58,655 | $200.6K | 0.00% | −119,030−67.0% | Reduced |
| Cerity Partners LLC | 59,373 | $203.2K | 0.00% | +5,987+11.2% | Added |
| HSBC Holdings PLC | 62,939 | $213.7K | 0.00% | +37,174+144.3% | Added |
| Lightspeed Management Company, L.L.C. | 66,578 | $227.7K | 0.08% | +66,578 | New |
| Sherbrooke Park Advisers LLC | 71,979 | $246.2K | 0.08% | −32,959−31.4% | Reduced |
| Alliancebernstein L.P. | 75,092 | $256.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75,325 | $257.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 77,457 | $264.9K | 0.00% | −769−1.0% | Reduced |
| Graham Capital Management, L.P. | 77,575 | $265.3K | 0.01% | +77,575 | New |
| Invesco Ltd. | 78,724 | $269.2K | 0.00% | +1,804+2.3% | Added |
| Cresset Asset Management, LLC | 81,153 | $277.5K | 0.00% | +306+0.4% | Added |
| Blair William & Co | 81,763 | $279.6K | 0.00% | +28,673+54.0% | Added |
| Ieq Capital, LLC | 82,509 | $282.2K | 0.00% | +41,071+99.1% | Added |
| JPMorgan Chase & Co | 83,257 | $284.7K | 0.00% | +28,238+51.3% | Added |
| EntryPoint Capital, LLC | 83,787 | $286.6K | 0.12% | +47,113+128.5% | Added |
| BNP Paribas Arbitrage, SA | 86,134 | $294.6K | 0.00% | +86,134 | New |
| Petrus Trust Company, LTA | 87,384 | $298.9K | 0.03% | 00.0% | Unchanged |
| XTX Topco Ltd | 87,514 | $299.3K | 0.03% | +49,982+133.2% | Added |
| Balyasny Asset Management LLC | 89,779 | $307.0K | 0.00% | −31,719−26.1% | Reduced |