Filed: 4/14/2025ACC: 0001015308-25-000005
π What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13FβHR report disclosing 512 equity positions with a total reported market value of $5.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
512
Positions
$5.16B
Total AUM (reported)
76.82M
Total Shares
Allocation by class
COM$5.16B100.0%
Portfolio Concentration
Top 3$179.75M3.5%
4β10$402.15M7.8%
11β25$797.30M15.4%
Rest$3.78B73.3%
Top 3 weight
3.5%
Top 10 weight
11.3%
Voting Authority Distribution
Total shares with voting rights: 76.82M
Sole
Full voting authority
49.50M
shares
% of voting shares64.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.32M
shares
% of voting shares35.6%
Investment Discretion (by position count)
Sole512
Shared0
Other0
Dominant voting typeSole Β· 64.4% of voting shares
Institutional Holdings512
Rows:
Apple Inc
SOLEShares278.39K
TypeSH
Market value$61.84M
1.20%
Sole
189.63K
Shared
0.00
None
88.75K
SS&C Technologies Holdings Inc
SOLEShares707.11K
TypeSH
Market value$59.06M
1.14%
Sole
448.45K
Shared
0.00
None
258.65K
GoDaddy Inc
SOLEShares326.69K
TypeSH
Market value$58.85M
1.14%
Sole
216.94K
Shared
0.00
None
109.75K
Amdocs Ltd
SOLEShares639.94K
TypeSH
Market value$58.55M
1.13%
Sole
409.93K
Shared
0.00
None
230.01K
Microsoft Corp
SOLEShares155.30K
TypeSH
Market value$58.30M
1.13%
Sole
106.21K
Shared
0.00
None
49.09K
Intuit Inc
SOLEShares94.33K
TypeSH
Market value$57.92M
1.12%
Sole
62.37K
Shared
0.00
None
31.96K
DROPBOX INC
SOLEShares2.14M
TypeSH
Market value$57.19M
1.11%
Sole
1.36M
Shared
0.00
None
778.56K
Paychex Inc
SOLEShares369.13K
TypeSH
Market value$56.95M
1.10%
Sole
242.03K
Shared
0.00
None
127.11K
CommVault Systems Inc
SOLEShares360.36K
TypeSH
Market value$56.85M
1.10%
Sole
231.14K
Shared
0.00
None
129.21K
Northrop Grumman Corp
SOLEShares110.14K
TypeSH
Market value$56.39M
1.09%
Sole
72.60K
Shared
0.00
None
37.54K
KLA-Tencor Corp
SOLEShares82.13K
TypeSH
Market value$55.83M
1.08%
Sole
54.24K
Shared
0.00
None
27.89K
Autodesk Inc
SOLEShares212.79K
TypeSH
Market value$55.71M
1.08%
Sole
140.19K
Shared
0.00
None
72.60K
Cadence Design Systems Inc
SOLEShares218.77K
TypeSH
Market value$55.64M
1.08%
Sole
142.40K
Shared
0.00
None
76.37K
Curtiss-Wright Corp
SOLEShares175.37K
TypeSH
Market value$55.64M
1.08%
Sole
115.34K
Shared
0.00
None
60.03K
Cisco Systems Inc
SOLEShares896.16K
TypeSH
Market value$55.30M
1.07%
Sole
589.23K
Shared
0.00
None
306.93K
Amphenol Corp
SOLEShares835.39K
TypeSH
Market value$54.79M
1.06%
Sole
548.65K
Shared
0.00
None
286.74K
Fortinet Inc
SOLEShares568.67K
TypeSH
Market value$54.74M
1.06%
Sole
371.20K
Shared
0.00
None
197.47K
Alphabet Inc Cap Stock Cl A
SOLEShares351.33K
TypeSH
Market value$54.33M
1.05%
Sole
235.69K
Shared
0.00
None
115.64K
F5 Inc Com
SOLEShares203.35K
TypeSH
Market value$54.15M
1.05%
Sole
133.47K
Shared
0.00
None
69.88K
Meta Platforms Inc
SOLEShares92.27K
TypeSH
Market value$53.18M
1.03%
Sole
61.47K
Shared
0.00
None
30.80K
Jabil Inc
SOLEShares376.70K
TypeSH
Market value$51.26M
0.99%
Sole
244.78K
Shared
0.00
None
131.92K
Seagate Technology Hldngs PLC
SOLEShares597.90K
TypeSH
Market value$50.79M
0.98%
Sole
389.20K
Shared
0.00
None
208.70K
NetApp Inc
SOLEShares575.13K
TypeSH
Market value$50.52M
0.98%
Sole
372.76K
Shared
0.00
None
202.37K
Fabrinet
SOLEShares254.68K
TypeSH
Market value$50.30M
0.97%
Sole
166K
Shared
0.00
None
88.67K
HCA Healthcare Inc
SOLEShares130.59K
TypeSH
Market value$45.12M
0.87%
Sole
96.36K
Shared
0.00
None
34.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 278.39K | SH | $61.84M 1.20% | 189.63K | 0.00 | 88.75K |
SS&C Technologies Holdings IncSOLE | COM | 707.11K | SH | $59.06M 1.14% | 448.45K | 0.00 | 258.65K |
GoDaddy IncSOLE | COM | 326.69K | SH | $58.85M 1.14% | 216.94K | 0.00 | 109.75K |
Amdocs LtdSOLE | COM | 639.94K | SH | $58.55M 1.13% | 409.93K | 0.00 | 230.01K |
Microsoft CorpSOLE | COM | 155.30K | SH | $58.30M 1.13% | 106.21K | 0.00 | 49.09K |
Intuit IncSOLE | COM | 94.33K | SH | $57.92M 1.12% | 62.37K | 0.00 | 31.96K |
DROPBOX INCSOLE | COM | 2.14M | SH | $57.19M 1.11% | 1.36M | 0.00 | 778.56K |
Paychex IncSOLE | COM | 369.13K | SH | $56.95M 1.10% | 242.03K | 0.00 | 127.11K |
CommVault Systems IncSOLE | COM | 360.36K | SH | $56.85M 1.10% | 231.14K | 0.00 | 129.21K |
Northrop Grumman CorpSOLE | COM | 110.14K | SH | $56.39M 1.09% | 72.60K | 0.00 | 37.54K |
KLA-Tencor CorpSOLE | COM | 82.13K | SH | $55.83M 1.08% | 54.24K | 0.00 | 27.89K |
Autodesk IncSOLE | COM | 212.79K | SH | $55.71M 1.08% | 140.19K | 0.00 | 72.60K |
Cadence Design Systems IncSOLE | COM | 218.77K | SH | $55.64M 1.08% | 142.40K | 0.00 | 76.37K |
Curtiss-Wright CorpSOLE | COM | 175.37K | SH | $55.64M 1.08% | 115.34K | 0.00 | 60.03K |
Cisco Systems IncSOLE | COM | 896.16K | SH | $55.30M 1.07% | 589.23K | 0.00 | 306.93K |
Amphenol CorpSOLE | COM | 835.39K | SH | $54.79M 1.06% | 548.65K | 0.00 | 286.74K |
Fortinet IncSOLE | COM | 568.67K | SH | $54.74M 1.06% | 371.20K | 0.00 | 197.47K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 351.33K | SH | $54.33M 1.05% | 235.69K | 0.00 | 115.64K |
F5 Inc ComSOLE | COM | 203.35K | SH | $54.15M 1.05% | 133.47K | 0.00 | 69.88K |
Meta Platforms IncSOLE | COM | 92.27K | SH | $53.18M 1.03% | 61.47K | 0.00 | 30.80K |
Jabil IncSOLE | COM | 376.70K | SH | $51.26M 0.99% | 244.78K | 0.00 | 131.92K |
Seagate Technology Hldngs PLCSOLE | COM | 597.90K | SH | $50.79M 0.98% | 389.20K | 0.00 | 208.70K |
NetApp IncSOLE | COM | 575.13K | SH | $50.52M 0.98% | 372.76K | 0.00 | 202.37K |
FabrinetSOLE | COM | 254.68K | SH | $50.30M 0.97% | 166K | 0.00 | 88.67K |
HCA Healthcare IncSOLE | COM | 130.59K | SH | $45.12M 0.87% | 96.36K | 0.00 | 34.22K |
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