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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, Q1 2025

Institutional positions in Accolade, Inc. as of Mar 31, 2025. 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

ACCD is no longer listed, so this page shows Q1 2025. 13F filings for later quarters list far fewer holders.

Institutional holders
157
+3 vs. Q4 2024
Shares held
67.9M
+6.01M (+9.7%) vs. Q4 2024
Total value
$469.4M
+$257.5M (+121.5%) vs. Q4 2024
New holders
51
43 more added
Sold out
48
48 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 157 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 heldQ1 2025: $469.4M
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, Q1 2025

Shares, value and share of portfolio for each institution holding Accolade, Inc.; share changes are against Q4 2024.

Institutions holding ACCD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cantor Fitzgerald, L. P.25,940$181.1K0.01%+25,940New
CWM, LLC24,618$172.0K0.00%+4,170+20.4%Added
Advisor Group Holdings, Inc.21,909$152.9K0.00%−984−4.3%Reduced
New York State Common Retirement Fund21,085$147.2K0.00%−7,077−25.1%Reduced
Sagespring Wealth Partners, LLC20,854$145.6K0.00%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)20,000$139.6K0.00%+20,000New
Voya Investment Management LLC19,933$139.1K0.00%−3,433−14.7%Reduced
State Board of Administration of Florida Retirement System19,354$135.1K0.00%00.0%Unchanged
Glenmede Trust Co NA19,011$132.7K0.00%−2,176−10.3%Reduced
Police & Firemen's Retirement System of New Jersey17,661$123.3K0.00%+3,623+25.8%Added
CIBC World Markets Corp16,549$115.5K0.00%+16,549New
Wealth Enhancement Advisory Services, LLC16,546$115.5K0.00%+2,552+18.2%Added
ProShare Advisors LLC16,144$112.7K0.00%−4,430−21.5%Reduced
Dynamic Technology Lab Private Ltd15,924$111.0K0.02%+15,924New
Murchinson Ltd.14,500$101.2K0.02%+14,500New
Simplex Trading, LLC14,146$98.0K0.00%−7,750−35.4%Reduced
Ground Swell Capital, LLC12,390$86.5K0.20%+12,390New
HighTower Advisors, LLC12,010$83.8K0.00%−29,490−71.1%Reduced
Pallas Capital Advisors LLC11,038$77.0K0.00%−197−1.8%Reduced
Point72 (DIFC) Ltd10,898$76.1K0.01%−1,807−14.2%Reduced
Clarius Group, LLC10,585$73.9K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC10,563$73.7K0.02%+10,563New
Mission Creek Capital Partners, Inc.10,000$69.8K0.02%00.0%Unchanged
Pilgrim Partners Asia Pte Ltd8,600$60.0K0.06%−7,200−45.6%Reduced
Legal & General Group Plc6,932$48.4K0.00%−145−2.0%Reduced
Ameritas Investment Partners, Inc.6,560$45.8K0.00%00.0%Unchanged
California State Teachers Retirement System5,366$37.5K0.00%00.0%Unchanged
Royal Bank of Canada5,004$35.0K0.00%+5,004New
BNP Paribas Arbitrage, SA4,342$30.3K0.00%−81,792−95.0%Reduced
Skopos Labs, Inc.3,294$23.0K0.00%+3,041+1,202.0%Added
Tower Research Capital LLC (TRC)2,867$20.0K0.00%−490−14.6%Reduced
Northwestern Mutual Wealth Management Co2,780$19.4K0.00%00.0%Unchanged
Amalgamated Bank2,571$18.0K0.00%+247+10.6%Added
Group One Trading, L.P.2,540$17.7K0.00%−108,822−97.7%Reduced
The PNC Financial Services Group, Inc.2,263$15.8K0.00%+2,099+1,279.9%Added
Coldstream Capital Management Inc1,415$9.88K0.00%+1,415New
Versant Capital Management, Inc1,291$9.01K0.00%+1,153+835.5%Added
Caitong International Asset Management Co., Ltd1,154$8.05K0.01%+1,154New
Capital Advisors, Ltd. LLC1,197$8.00K0.00%00.0%Unchanged
Russell Investments Group, Ltd.926$6.46K0.00%+777+521.5%Added
Sterling Capital Management LLC882$6.16K0.00%−795−47.4%Reduced
EverSource Wealth Advisors, LLC426$2.97K0.00%+210+97.2%Added
Farther Finance Advisors, LLC422$2.95K0.00%+417+8,340.0%Added
Rothschild Investment LLC330$2.30K0.00%+170+106.3%Added
Crowley Wealth Management, Inc.300$2.09K0.00%00.0%Unchanged
True Wealth Design, LLC214$1.49K0.00%+164+328.0%Added
CoreCap Advisors, LLC179$1.25K0.00%+37+26.1%Added
Quadrant Capital Group LLC94$6570.00%+94New
Smartleaf Asset Management LLC88$6150.00%−95−51.9%Reduced
Parkside Financial Bank & Trust75$5250.00%+75New
Stephens Consulting, LLC55$3840.00%+55New
IFP Advisors, Inc50$3490.00%00.0%Unchanged
Leonteq Securities AG28$1960.00%00.0%Unchanged
SBI Securities Co., Ltd.12$840.00%+3+33.3%Added
Covestor Ltd13$00.00%−13−50.0%Reduced
Bessemer Group Inc50$00.00%+50New
PenderFund Capital Management Ltd.62,700––+62,700New
ARK Investment Management LLCSuperinvestorARK Invest0$00.00%−4,663,613−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−3,475,000−100.0%Sold out
Acadian Asset Management LLC0$00.00%−2,981,730−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−1,766,480−100.0%Sold out
Nikko Asset Management Americas, Inc.0$00.00%−1,766,480−100.0%Sold out
Whetstone Capital Advisors, LLC0$00.00%−1,585,643−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−844,999−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−634,470−100.0%Sold out
Bellevue Group AG0$00.00%−615,509−100.0%Sold out
Marshall Wace, LLP0$00.00%−531,885−100.0%Sold out
Prudential Financial Inc0$00.00%−431,063−100.0%Sold out
Natixis0$00.00%−286,600−100.0%Sold out
Algert Global LLC0$00.00%−201,683−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−169,223−100.0%Sold out
Mackenzie Financial Corp0$00.00%−133,471−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−118,500−100.0%Sold out
Moore Capital Management, LP0$00.00%−116,204−100.0%Sold out
Nebula Research & Development LLC0$00.00%−116,053−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−89,779−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−87,384−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−83,787−100.0%Sold out
Blair William & Co0$00.00%−81,763−100.0%Sold out
Squarepoint Ops LLC0$00.00%−56,630−100.0%Sold out
SEI Investments Co0$00.00%−54,063−100.0%Sold out
Savant Capital, LLC0$00.00%−52,794−100.0%Sold out
Jump Financial, LLC0$00.00%−49,489−100.0%Sold out
State of Wyoming0$00.00%−44,532−100.0%Sold out
Diametric Capital, LP0$00.00%−33,951−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−30,969−100.0%Sold out
CI Private Wealth, LLC0$00.00%−30,319−100.0%Sold out
Walleye Capital LLC0$00.00%−28,045−100.0%Sold out
Caption Management, LLC0$00.00%−26,282−100.0%Sold out
LPL Financial LLC0$00.00%−23,201−100.0%Sold out
Quadrature Capital Ltd0$00.00%−21,508−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−17,804−100.0%Sold out
AE Wealth Management LLC0$00.00%−17,734−100.0%Sold out
Rpo LLC0$00.00%−16,713−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−12,535−100.0%Sold out
Panagora Asset Management Inc0$00.00%−11,256−100.0%Sold out
Laird Norton Trust Company, LLC0$00.00%−11,000−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−10,900−100.0%Sold out
Centiva Capital, LP0$00.00%−10,247−100.0%Sold out
Parallel Advisors, LLC0$00.00%−5,505−100.0%Sold out