Institutional Ownership Accolade, Inc. (ACCD)
This table provides information about the institutional ownership of Accolade, Inc. (ACCD). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $437 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
216
shares
|
$1,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
183
shares
|
$1,279
0.0% of portfolio
|
Q4 2024
Reduced 91.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
164
shares
|
$1,146
0.0% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
160
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
Added 88.24%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
149
shares
|
$1,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
142
shares
|
$992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
138
shares
|
$964
0.0% of portfolio
|
Q4 2024
Reduced 51.75%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
58
shares
|
$405
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
50
shares
|
$349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
50
shares
|
$349
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$181
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
9
shares
|
$62
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5
shares
|
$34
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|