Filed: 1/15/2025ACC: 0001015308-25-000001
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 508 equity positions with a total reported market value of $5.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
508
Positions
$5.55B
Total AUM (reported)
75.42M
Total Shares
Allocation by class
COM$5.55B100.0%
Portfolio Concentration
Top 3$213.87M3.9%
4–10$473.65M8.5%
11–25$946.53M17.0%
Rest$3.92B70.6%
Top 3 weight
3.9%
Top 10 weight
12.4%
Voting Authority Distribution
Total shares with voting rights: 75.42M
Sole
Full voting authority
43.78M
shares
% of voting shares58.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
31.63M
shares
% of voting shares41.9%
Investment Discretion (by position count)
Sole508
Shared0
Other0
Dominant voting typeSole · 58.1% of voting shares
Institutional Holdings508
Rows:
Apple Inc
SOLEShares287.95K
TypeSH
Market value$72.11M
1.30%
Sole
186.68K
Shared
0.00
None
101.28K
Alphabet Inc Cap Stock Cl A
SOLEShares380.90K
TypeSH
Market value$72.10M
1.30%
Sole
242.82K
Shared
0.00
None
138.08K
Arista Networks Inc
SOLEShares630.25K
TypeSH
Market value$69.66M
1.25%
Sole
398.19K
Shared
0.00
None
232.06K
Amdocs Ltd
SOLEShares818.02K
TypeSH
Market value$69.65M
1.25%
Sole
495.53K
Shared
0.00
None
322.49K
Fortinet Inc
SOLEShares722.79K
TypeSH
Market value$68.29M
1.23%
Sole
448.79K
Shared
0.00
None
274K
GoDaddy Inc
SOLEShares345.59K
TypeSH
Market value$68.21M
1.23%
Sole
218.56K
Shared
0.00
None
127.03K
F5 Inc Com
SOLEShares268.24K
TypeSH
Market value$67.45M
1.21%
Sole
166.88K
Shared
0.00
None
101.36K
Leidos Holdings Inc
SOLEShares465.98K
TypeSH
Market value$67.13M
1.21%
Sole
280.33K
Shared
0.00
None
185.64K
Microsoft Corp
SOLEShares158.12K
TypeSH
Market value$66.65M
1.20%
Sole
103.87K
Shared
0.00
None
54.25K
Cisco Systems Inc
SOLEShares1.12M
TypeSH
Market value$66.28M
1.19%
Sole
700.35K
Shared
0.00
None
419.19K
Northrop Grumman Corp
SOLEShares141K
TypeSH
Market value$66.17M
1.19%
Sole
87.92K
Shared
0.00
None
53.09K
KLA-Tencor Corp
SOLEShares104.80K
TypeSH
Market value$66.04M
1.19%
Sole
64.91K
Shared
0.00
None
39.90K
Cadence Design Systems Inc
SOLEShares219.31K
TypeSH
Market value$65.89M
1.19%
Sole
134.58K
Shared
0.00
None
84.72K
Meta Platforms Inc
SOLEShares112.11K
TypeSH
Market value$65.64M
1.18%
Sole
71.21K
Shared
0.00
None
40.90K
Lockheed Martin Corp
SOLEShares134.63K
TypeSH
Market value$65.42M
1.18%
Sole
84.30K
Shared
0.00
None
50.34K
Gartner Inc
SOLEShares132.11K
TypeSH
Market value$64.00M
1.15%
Sole
81.99K
Shared
0.00
None
50.12K
Paychex Inc
SOLEShares455.88K
TypeSH
Market value$63.92M
1.15%
Sole
284.94K
Shared
0.00
None
170.94K
Intuit Inc
SOLEShares100.98K
TypeSH
Market value$63.47M
1.14%
Sole
63K
Shared
0.00
None
37.98K
NetApp Inc
SOLEShares546.64K
TypeSH
Market value$63.45M
1.14%
Sole
339.17K
Shared
0.00
None
207.47K
Fabrinet
SOLEShares287.53K
TypeSH
Market value$63.22M
1.14%
Sole
178.81K
Shared
0.00
None
108.72K
Amphenol Corp
SOLEShares909.37K
TypeSH
Market value$63.16M
1.14%
Sole
570.56K
Shared
0.00
None
338.81K
Parsons Corp Com
SOLEShares680.31K
TypeSH
Market value$62.76M
1.13%
Sole
425.40K
Shared
0.00
None
254.91K
Booz Allen Hamilton Holding Co
SOLEShares485.06K
TypeSH
Market value$62.43M
1.12%
Sole
307.51K
Shared
0.00
None
177.56K
Abercrombie & Fitch Co
SOLEShares374.06K
TypeSH
Market value$55.91M
1.01%
Sole
221.75K
Shared
0.00
None
152.31K
Brinker Intl Inc
SOLEShares416.04K
TypeSH
Market value$55.04M
0.99%
Sole
249.10K
Shared
0.00
None
166.94K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 287.95K | SH | $72.11M 1.30% | 186.68K | 0.00 | 101.28K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 380.90K | SH | $72.10M 1.30% | 242.82K | 0.00 | 138.08K |
Arista Networks IncSOLE | COM | 630.25K | SH | $69.66M 1.25% | 398.19K | 0.00 | 232.06K |
Amdocs LtdSOLE | COM | 818.02K | SH | $69.65M 1.25% | 495.53K | 0.00 | 322.49K |
Fortinet IncSOLE | COM | 722.79K | SH | $68.29M 1.23% | 448.79K | 0.00 | 274K |
GoDaddy IncSOLE | COM | 345.59K | SH | $68.21M 1.23% | 218.56K | 0.00 | 127.03K |
F5 Inc ComSOLE | COM | 268.24K | SH | $67.45M 1.21% | 166.88K | 0.00 | 101.36K |
Leidos Holdings IncSOLE | COM | 465.98K | SH | $67.13M 1.21% | 280.33K | 0.00 | 185.64K |
Microsoft CorpSOLE | COM | 158.12K | SH | $66.65M 1.20% | 103.87K | 0.00 | 54.25K |
Cisco Systems IncSOLE | COM | 1.12M | SH | $66.28M 1.19% | 700.35K | 0.00 | 419.19K |
Northrop Grumman CorpSOLE | COM | 141K | SH | $66.17M 1.19% | 87.92K | 0.00 | 53.09K |
KLA-Tencor CorpSOLE | COM | 104.80K | SH | $66.04M 1.19% | 64.91K | 0.00 | 39.90K |
Cadence Design Systems IncSOLE | COM | 219.31K | SH | $65.89M 1.19% | 134.58K | 0.00 | 84.72K |
Meta Platforms IncSOLE | COM | 112.11K | SH | $65.64M 1.18% | 71.21K | 0.00 | 40.90K |
Lockheed Martin CorpSOLE | COM | 134.63K | SH | $65.42M 1.18% | 84.30K | 0.00 | 50.34K |
Gartner IncSOLE | COM | 132.11K | SH | $64.00M 1.15% | 81.99K | 0.00 | 50.12K |
Paychex IncSOLE | COM | 455.88K | SH | $63.92M 1.15% | 284.94K | 0.00 | 170.94K |
Intuit IncSOLE | COM | 100.98K | SH | $63.47M 1.14% | 63K | 0.00 | 37.98K |
NetApp IncSOLE | COM | 546.64K | SH | $63.45M 1.14% | 339.17K | 0.00 | 207.47K |
FabrinetSOLE | COM | 287.53K | SH | $63.22M 1.14% | 178.81K | 0.00 | 108.72K |
Amphenol CorpSOLE | COM | 909.37K | SH | $63.16M 1.14% | 570.56K | 0.00 | 338.81K |
Parsons Corp ComSOLE | COM | 680.31K | SH | $62.76M 1.13% | 425.40K | 0.00 | 254.91K |
Booz Allen Hamilton Holding CoSOLE | COM | 485.06K | SH | $62.43M 1.12% | 307.51K | 0.00 | 177.56K |
Abercrombie & Fitch CoSOLE | COM | 374.06K | SH | $55.91M 1.01% | 221.75K | 0.00 | 152.31K |
Brinker Intl IncSOLE | COM | 416.04K | SH | $55.04M 0.99% | 249.10K | 0.00 | 166.94K |
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