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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 23,201 | $79.3K | 0.00% | +1,912+9.0% | Added |
| Advisor Group Holdings, Inc. | 22,893 | $78.3K | 0.00% | +6,095+36.3% | Added |
| Simplex Trading, LLC | 21,896 | $74.0K | 0.00% | +12,305+128.3% | Added |
| Quadrature Capital Ltd | 21,508 | $73.3K | 0.00% | +21,508 | New |
| Glenmede Trust Co NA | 21,187 | $72.5K | 0.00% | +21,187 | New |
| Sagespring Wealth Partners, LLC | 20,854 | $71.3K | 0.00% | +20,854 | New |
| ProShare Advisors LLC | 20,574 | $70.4K | 0.00% | +6,771+49.1% | Added |
| CWM, LLC | 20,448 | $70.0K | 0.00% | +11,461+127.5% | Added |
| State Board of Administration of Florida Retirement System | 19,354 | $66.2K | 0.00% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 17,804 | $60.9K | 0.01% | +5,929+49.9% | Added |
| AE Wealth Management LLC | 17,734 | $60.7K | 0.00% | +17,734 | New |
| Rpo LLC | 16,713 | $57.2K | 0.07% | +16,713 | New |
| Pilgrim Partners Asia Pte Ltd | 15,800 | $54.0K | 0.05% | +15,800 | New |
| Police & Firemen's Retirement System of New Jersey | 14,038 | $48.0K | 0.00% | +14,038 | New |
| Wealth Enhancement Advisory Services, LLC | 13,994 | $47.9K | 0.00% | +13,994 | New |
| Point72 (DIFC) Ltd | 12,705 | $43.5K | 0.00% | +12,705 | New |
| Boothbay Fund Management, LLC | 12,535 | $42.9K | 0.00% | +12,535 | New |
| Prelude Capital Management, LLC | 11,478 | $39.3K | 0.00% | −1,564−12.0% | Reduced |
| Panagora Asset Management Inc | 11,256 | $38.5K | 0.00% | +809+7.7% | Added |
| Pallas Capital Advisors LLC | 11,235 | $38.4K | 0.00% | +11,235 | New |
| Laird Norton Trust Company, LLC | 11,000 | $37.6K | 0.01% | +11,000 | New |
| Bayesian Capital Management, LP | 10,900 | $37.3K | 0.00% | −33,800−75.6% | Reduced |
| Clarius Group, LLC | 10,585 | $36.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,247 | $35.0K | 0.00% | −49,413−82.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 10,000 | $34.2K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 7,077 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,560 | $22.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,505 | $18.8K | 0.00% | −344−5.9% | Reduced |
| California State Teachers Retirement System | 5,366 | $18.4K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 3,800 | $13.0K | 0.01% | +3,800 | New |
| Tower Research Capital LLC (TRC) | 3,357 | $11.5K | 0.00% | −17,707−84.1% | Reduced |
| Deutsche Bank AG | 3,141 | $10.7K | 0.00% | −49,695−94.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,780 | $9.51K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,324 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,677 | $5.74K | 0.00% | +1,495+821.4% | Added |
| Coppell Advisory Solutions LLC | 1,313 | $5.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,366 | $4.67K | 0.00% | +1,366 | New |
| Capital Advisors, Ltd. LLC | 1,197 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 492 | $1.68K | 0.00% | +492 | New |
| Crowley Wealth Management, Inc. | 300 | $1.03K | 0.00% | +300 | New |
| Skopos Labs, Inc. | 253 | $866 | 0.00% | +253 | New |
| EverSource Wealth Advisors, LLC | 216 | $739 | 0.00% | +216 | New |
| Smartleaf Asset Management LLC | 183 | $629 | 0.00% | −2,072−91.9% | Reduced |
| The PNC Financial Services Group, Inc. | 164 | $561 | 0.00% | −33,455−99.5% | Reduced |
| Rothschild Investment LLC | 160 | $547 | 0.00% | +75+88.2% | Added |
| Russell Investments Group, Ltd. | 149 | $510 | 0.00% | +149 | New |
| CoreCap Advisors, LLC | 142 | $486 | 0.00% | +142 | New |
| Versant Capital Management, Inc | 138 | $472 | 0.00% | −148−51.7% | Reduced |
| Raleigh Capital Management Inc. | 58 | $198 | 0.00% | +58 | New |
| True Wealth Design, LLC | 50 | $171 | 0.00% | −7−12.3% | Reduced |
| IFP Advisors, Inc | 50 | $171 | 0.00% | +50 | New |
| Leonteq Securities AG | 28 | $96 | 0.00% | +28 | New |
| SBI Securities Co., Ltd. | 9 | $31 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 5 | $17 | 0.00% | −5−50.0% | Reduced |
| Covestor Ltd | 26 | $0 | 0.00% | +2+8.3% | Added |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,824,662−100.0% | Sold out |
| Prosight Management, LP | 0 | $0 | 0.00% | −2,801,598−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −160,217−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −100,155−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −77,477−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −48,198−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −38,437−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,324−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −30,748−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −20,913−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,326−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,839−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −14,561−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −13,211−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −12,703−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −916−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |