GIM
HQY icon

Glenmede Investment Management’s HealthEquity HQY Stock Holding History

Glenmede Investment Management’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$20.4M Sell
214,988
-13,831
-6% -$1.3M 0.1% 183
2025
Q2 		$24M Buy
+228,819
New +$21.7M 0.12% 153

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Glenmede Investment Management's HQY Position: Q3 2025 in Review

Glenmede Investment Management reduced its HealthEquity (HQY) stake by 6% in Q3 2025, selling an estimated $1.3M and leaving 214,988 shares worth $20.4M. The position accounts for 0.1% of the portfolio, ranked #183.

Glenmede Investment Management first reported a position in HQY in Q2 2025 and has held it in 2 quarters since. The position peaked at $24M in Q2 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Glenmede Investment Management held 214,988 shares of HealthEquity worth $20.4M as of Q3 2025.
  • Glenmede Investment Management sold 13,831 HealthEquity shares in Q3 2025, an estimated $1.3M.
  • HealthEquity made up 0.1% of Glenmede Investment Management's portfolio in Q3 2025, its #183 holding.
  • Glenmede Investment Management first reported a position in HealthEquity in Q2 2025 and has held it in 2 quarters since.
  • Glenmede Investment Management's HealthEquity position peaked at $24M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.