Filed: 7/11/2025ACC: 0001015308-25-000007
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 509 equity positions with a total reported market value of $5.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
509
Positions
$5.60B
Total AUM (reported)
82.97M
Total Shares
Allocation by class
COM$5.60B100.0%
Portfolio Concentration
Top 3$220.71M3.9%
4–10$479.85M8.6%
11–25$921.48M16.4%
Rest$3.98B71.1%
Top 3 weight
3.9%
Top 10 weight
12.5%
Voting Authority Distribution
Total shares with voting rights: 82.97M
Sole
Full voting authority
52.58M
shares
% of voting shares63.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
30.39M
shares
% of voting shares36.6%
Investment Discretion (by position count)
Sole509
Shared0
Other0
Dominant voting typeSole · 63.4% of voting shares
Institutional Holdings509
Rows:
Fabrinet
SOLEShares264.68K
TypeSH
Market value$78.00M
1.39%
Sole
170.77K
Shared
0.00
None
93.91K
Meta Platforms Inc
SOLEShares97.30K
TypeSH
Market value$71.81M
1.28%
Sole
64.21K
Shared
0.00
None
33.08K
Microsoft Corp
SOLEShares142.54K
TypeSH
Market value$70.90M
1.27%
Sole
95.23K
Shared
0.00
None
47.31K
Seagate Technology Hldngs PLC
SOLEShares485.74K
TypeSH
Market value$70.11M
1.25%
Sole
311.77K
Shared
0.00
None
173.97K
KLA-Tencor Corp
SOLEShares77.69K
TypeSH
Market value$69.59M
1.24%
Sole
49.99K
Shared
0.00
None
27.70K
Jabil Inc
SOLEShares316.49K
TypeSH
Market value$69.03M
1.23%
Sole
198.68K
Shared
0.00
None
117.81K
Curtiss-Wright Corp
SOLEShares140.45K
TypeSH
Market value$68.62M
1.22%
Sole
91.45K
Shared
0.00
None
49.01K
Alphabet Inc Cap Stock Cl A
SOLEShares384.78K
TypeSH
Market value$67.81M
1.21%
Sole
253.37K
Shared
0.00
None
131.41K
SS&C Technologies Holdings Inc
SOLEShares817.54K
TypeSH
Market value$67.69M
1.21%
Sole
511.03K
Shared
0.00
None
306.51K
Intuit Inc
SOLEShares85.07K
TypeSH
Market value$67.00M
1.20%
Sole
55.60K
Shared
0.00
None
29.47K
Amphenol Corp
SOLEShares674.25K
TypeSH
Market value$66.58M
1.19%
Sole
432.48K
Shared
0.00
None
241.77K
Cisco Systems Inc
SOLEShares954.18K
TypeSH
Market value$66.20M
1.18%
Sole
618.96K
Shared
0.00
None
335.22K
Amdocs Ltd
SOLEShares711.02K
TypeSH
Market value$64.87M
1.16%
Sole
447.74K
Shared
0.00
None
263.28K
Autodesk Inc
SOLEShares207.10K
TypeSH
Market value$64.11M
1.14%
Sole
133.70K
Shared
0.00
None
73.40K
DROPBOX INC
SOLEShares2.23M
TypeSH
Market value$63.71M
1.14%
Sole
1.39M
Shared
0.00
None
839.50K
Cadence Design Systems Inc
SOLEShares206.61K
TypeSH
Market value$63.67M
1.14%
Sole
132.96K
Shared
0.00
None
73.65K
Fortinet Inc
SOLEShares601.25K
TypeSH
Market value$63.56M
1.13%
Sole
389.05K
Shared
0.00
None
212.20K
NetApp Inc
SOLEShares595.76K
TypeSH
Market value$63.48M
1.13%
Sole
383.85K
Shared
0.00
None
211.91K
TE Connectivity PLC
SOLEShares361.77K
TypeSH
Market value$61.02M
1.09%
Sole
231.80K
Shared
0.00
None
129.97K
F5 Inc Com
SOLEShares204.97K
TypeSH
Market value$60.33M
1.08%
Sole
131.72K
Shared
0.00
None
73.25K
Cognizant Technology Solutions
SOLEShares757.80K
TypeSH
Market value$59.13M
1.06%
Sole
489.18K
Shared
0.00
None
268.63K
CommVault Systems Inc
SOLEShares337.95K
TypeSH
Market value$58.92M
1.05%
Sole
218.55K
Shared
0.00
None
119.41K
Nextracker Inc Class A Com
SOLEShares1.07M
TypeSH
Market value$58.12M
1.04%
Sole
688.80K
Shared
0.00
None
380.21K
Paychex Inc
SOLEShares396.90K
TypeSH
Market value$57.73M
1.03%
Sole
255.88K
Shared
0.00
None
141.02K
Carnival Corp
SOLEShares1.78M
TypeSH
Market value$50.05M
0.89%
Sole
1.07M
Shared
0.00
None
706.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FabrinetSOLE | COM | 264.68K | SH | $78.00M 1.39% | 170.77K | 0.00 | 93.91K |
Meta Platforms IncSOLE | COM | 97.30K | SH | $71.81M 1.28% | 64.21K | 0.00 | 33.08K |
Microsoft CorpSOLE | COM | 142.54K | SH | $70.90M 1.27% | 95.23K | 0.00 | 47.31K |
Seagate Technology Hldngs PLCSOLE | COM | 485.74K | SH | $70.11M 1.25% | 311.77K | 0.00 | 173.97K |
KLA-Tencor CorpSOLE | COM | 77.69K | SH | $69.59M 1.24% | 49.99K | 0.00 | 27.70K |
Jabil IncSOLE | COM | 316.49K | SH | $69.03M 1.23% | 198.68K | 0.00 | 117.81K |
Curtiss-Wright CorpSOLE | COM | 140.45K | SH | $68.62M 1.22% | 91.45K | 0.00 | 49.01K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 384.78K | SH | $67.81M 1.21% | 253.37K | 0.00 | 131.41K |
SS&C Technologies Holdings IncSOLE | COM | 817.54K | SH | $67.69M 1.21% | 511.03K | 0.00 | 306.51K |
Intuit IncSOLE | COM | 85.07K | SH | $67.00M 1.20% | 55.60K | 0.00 | 29.47K |
Amphenol CorpSOLE | COM | 674.25K | SH | $66.58M 1.19% | 432.48K | 0.00 | 241.77K |
Cisco Systems IncSOLE | COM | 954.18K | SH | $66.20M 1.18% | 618.96K | 0.00 | 335.22K |
Amdocs LtdSOLE | COM | 711.02K | SH | $64.87M 1.16% | 447.74K | 0.00 | 263.28K |
Autodesk IncSOLE | COM | 207.10K | SH | $64.11M 1.14% | 133.70K | 0.00 | 73.40K |
DROPBOX INCSOLE | COM | 2.23M | SH | $63.71M 1.14% | 1.39M | 0.00 | 839.50K |
Cadence Design Systems IncSOLE | COM | 206.61K | SH | $63.67M 1.14% | 132.96K | 0.00 | 73.65K |
Fortinet IncSOLE | COM | 601.25K | SH | $63.56M 1.13% | 389.05K | 0.00 | 212.20K |
NetApp IncSOLE | COM | 595.76K | SH | $63.48M 1.13% | 383.85K | 0.00 | 211.91K |
TE Connectivity PLCSOLE | COM | 361.77K | SH | $61.02M 1.09% | 231.80K | 0.00 | 129.97K |
F5 Inc ComSOLE | COM | 204.97K | SH | $60.33M 1.08% | 131.72K | 0.00 | 73.25K |
Cognizant Technology SolutionsSOLE | COM | 757.80K | SH | $59.13M 1.06% | 489.18K | 0.00 | 268.63K |
CommVault Systems IncSOLE | COM | 337.95K | SH | $58.92M 1.05% | 218.55K | 0.00 | 119.41K |
Nextracker Inc Class A ComSOLE | COM | 1.07M | SH | $58.12M 1.04% | 688.80K | 0.00 | 380.21K |
Paychex IncSOLE | COM | 396.90K | SH | $57.73M 1.03% | 255.88K | 0.00 | 141.02K |
Carnival CorpSOLE | COM | 1.78M | SH | $50.05M 0.89% | 1.07M | 0.00 | 706.56K |
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