Glenmede Investment Management, LP
Glenmede Investment Management, LP is an independently owned, boutique asset management firm headquartered in Philadelphia, Pennsylvania. Founded in 2007 as a subsidiary of The Glenmede Trust Company, N.A. (originally established in 1956), it specializes in actively managed equity and derivative strategies. The firm serves institutional investors—including corporations, pension plans, charitable institutions, investment companies, and high-net-worth individuals—across various investment vehicles. Glenmede employs experienced teams of research analysts and portfolio managers to deliver discretionary and sub-advisory investment solutions, managing over $7 billion in assets as of December 2024. With a client-centered approach, Glenmede upholds a consistent, transparent, and accessible partnership philosophy.
Investment Strategy
Glenmede Investment Management employs actively managed strategies across equity, fixed income, and select liquid alternatives, with an emphasis on long-term value and disciplined, research-driven processes. The firm leverages fundamental and quantitative research to identify undervalued, high-quality stocks, and seeks to exploit inefficiencies driven by behavioral biases and temporary market dislocations. Strategies include large, mid, and small cap equities (growth, value, blended), diverse fixed income approaches, options-based solutions, and ESG/impact investing. Glenmede constructs portfolios through technical, fundamental, and chart-based analysis, investing primarily in U.S. companies but also offering international strategies. Risk management, agility, and critical evaluation are core to the firm's investment philosophy.
Latest 13F Filing Activity
Glenmede Investment Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 1,474 equity positions with a total 13F market value of $20B. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Apple Inc. among other positions. Glenmede Investment Management, LP reduced exposure to Ardelyx Inc., Alumis Inc., Applied Digital Corp. among others.
Top Holdings
Equity Positions (1,474)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 4.66% | $921.3M | 1,621,868 | $568.03 | $568.03 | +$921.3M |
M MSFT | MICROSOFT CORP | 4.05% | $800.4M | 1,609,164 | $497.41 | $497.41 | +$800.4M |
A AAPL | APPLE INC | 3.53% | $698.1M | 3,402,314 | $205.17 | $205.17 | +$698.1M |
I IJR | ISHARES TR | 2.77% | $547.0M | 5,005,104 | $109.29 | $109.29 | +$547.0M |
S SPY | SPDR S&P 500 ETF TR | 2.59% | $512.3M | 829,119 | $617.85 | $617.85 | +$512.3M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Trader | King of Prussia, PA , United States | |
 | Client Portfolio Manager | Philadelphia, PA , United States | |
 | Equity Trader | Philadelphia, PA , United States | |
J Jordan Irving | Portfolio Manager | Philadelphia, PA , United States | |
M Matthew Shannon | Portfolio Manager - Small Cap, Mid Cap, and Smid Cap Equity | Philadelphia, PA , United States | |
 | Quantitative Research Developer | Philadelphia, PA , United States | |
 | Disciplined Equity - Research Analyst | Philadelphia, PA , United States | |
V Vladimir de Vassal | Portfolio Manager | Gwynedd Valley, PA , United States |