Institutional Ownership Accolade, Inc. (ACCD)
This table provides information about the institutional ownership of Accolade, Inc. (ACCD). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $482 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$3,510
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
426
shares
|
$2,990
0.0% of portfolio
|
Q1 2025
Added 97.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
422
shares
|
$2,962
0.0% of portfolio
|
Q1 2025
Added 8340.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
330
shares
|
$2,316
0.0% of portfolio
|
Q1 2025
Added 106.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
313
shares
|
$2,197
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
300
shares
|
$2,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
214
shares
|
$1,502
0.0% of portfolio
|
Q1 2025
Added 328.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
179
shares
|
$1,256
0.0% of portfolio
|
Q1 2025
Added 26.06%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
94
shares
|
$659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
88
shares
|
$617
0.0% of portfolio
|
Q1 2025
Reduced 51.91%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
75
shares
|
$526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
55
shares
|
$386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
50
shares
|
$351
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
50
shares
|
$351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
13
shares
|
$91
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
12
shares
|
$84
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|