Filed: 10/10/2025ACC: 0001015308-25-000008
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 525 equity positions with a total reported market value of $5.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
525
Positions
$5.90B
Total AUM (reported)
81.44M
Total Shares
Allocation by class
COM$5.90B100.0%
Portfolio Concentration
Top 3$239.39M4.1%
4–10$510.27M8.6%
11–25$991.90M16.8%
Rest$4.16B70.5%
Top 3 weight
4.1%
Top 10 weight
12.7%
Voting Authority Distribution
Total shares with voting rights: 81.44M
Sole
Full voting authority
50.58M
shares
% of voting shares62.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
30.86M
shares
% of voting shares37.9%
Investment Discretion (by position count)
Sole525
Shared0
Other0
Dominant voting typeSole · 62.1% of voting shares
Institutional Holdings525
Rows:
Lam Research Corp New
SOLEShares622.44K
TypeSH
Market value$83.34M
1.41%
Sole
405.60K
Shared
0.00
None
216.84K
KLA-Tencor Corp
SOLEShares73.40K
TypeSH
Market value$79.17M
1.34%
Sole
47.37K
Shared
0.00
None
26.03K
Nextracker Inc Class A Com
SOLEShares1.04M
TypeSH
Market value$76.88M
1.30%
Sole
673.85K
Shared
0.00
None
365.16K
Seagate Technology Hldngs PLC
SOLEShares318.86K
TypeSH
Market value$75.27M
1.27%
Sole
205.59K
Shared
0.00
None
113.27K
TE Connectivity PLC
SOLEShares334.11K
TypeSH
Market value$73.35M
1.24%
Sole
218.19K
Shared
0.00
None
115.92K
Amphenol Corp
SOLEShares591.80K
TypeSH
Market value$73.23M
1.24%
Sole
388.71K
Shared
0.00
None
203.09K
SS&C Technologies Holdings Inc
SOLEShares822.52K
TypeSH
Market value$73.01M
1.24%
Sole
515.09K
Shared
0.00
None
307.44K
Microsoft Corp
SOLEShares140.32K
TypeSH
Market value$72.68M
1.23%
Sole
94.65K
Shared
0.00
None
45.67K
Curtiss-Wright Corp
SOLEShares133.32K
TypeSH
Market value$72.38M
1.23%
Sole
86.19K
Shared
0.00
None
47.12K
Alphabet Inc Cap Stock Cl A
SOLEShares289.39K
TypeSH
Market value$70.35M
1.19%
Sole
193.14K
Shared
0.00
None
96.25K
Fabrinet
SOLEShares192.57K
TypeSH
Market value$70.22M
1.19%
Sole
125.19K
Shared
0.00
None
67.39K
NetApp Inc
SOLEShares589.02K
TypeSH
Market value$69.78M
1.18%
Sole
383.75K
Shared
0.00
None
205.28K
DROPBOX INC
SOLEShares2.29M
TypeSH
Market value$69.10M
1.17%
Sole
1.44M
Shared
0.00
None
844.81K
Meta Platforms Inc
SOLEShares94.03K
TypeSH
Market value$69.05M
1.17%
Sole
62.30K
Shared
0.00
None
31.73K
Arista Networks Inc
SOLEShares466.47K
TypeSH
Market value$67.97M
1.15%
Sole
303.87K
Shared
0.00
None
162.60K
InterDigital Inc
SOLEShares194.89K
TypeSH
Market value$67.28M
1.14%
Sole
126.71K
Shared
0.00
None
68.18K
F5 Inc Com
SOLEShares203.66K
TypeSH
Market value$65.82M
1.11%
Sole
132.34K
Shared
0.00
None
71.33K
Autodesk Inc
SOLEShares207.08K
TypeSH
Market value$65.78M
1.11%
Sole
135.04K
Shared
0.00
None
72.04K
Jabil Inc
SOLEShares300.33K
TypeSH
Market value$65.22M
1.10%
Sole
196.35K
Shared
0.00
None
103.98K
Cisco Systems Inc
SOLEShares947.85K
TypeSH
Market value$64.85M
1.10%
Sole
622.33K
Shared
0.00
None
325.51K
CommVault Systems Inc
SOLEShares342.74K
TypeSH
Market value$64.70M
1.10%
Sole
223.49K
Shared
0.00
None
119.25K
Cadence Design Systems Inc
SOLEShares182.40K
TypeSH
Market value$64.07M
1.09%
Sole
118.98K
Shared
0.00
None
63.42K
Intuit Inc
SOLEShares93.50K
TypeSH
Market value$63.85M
1.08%
Sole
59.23K
Shared
0.00
None
34.27K
Zoom Video Communications Inc
SOLEShares767.97K
TypeSH
Market value$63.36M
1.07%
Sole
500.20K
Shared
0.00
None
267.77K
Cognizant Technology Solutions
SOLEShares907.23K
TypeSH
Market value$60.85M
1.03%
Sole
589.50K
Shared
0.00
None
317.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lam Research Corp NewSOLE | COM | 622.44K | SH | $83.34M 1.41% | 405.60K | 0.00 | 216.84K |
KLA-Tencor CorpSOLE | COM | 73.40K | SH | $79.17M 1.34% | 47.37K | 0.00 | 26.03K |
Nextracker Inc Class A ComSOLE | COM | 1.04M | SH | $76.88M 1.30% | 673.85K | 0.00 | 365.16K |
Seagate Technology Hldngs PLCSOLE | COM | 318.86K | SH | $75.27M 1.27% | 205.59K | 0.00 | 113.27K |
TE Connectivity PLCSOLE | COM | 334.11K | SH | $73.35M 1.24% | 218.19K | 0.00 | 115.92K |
Amphenol CorpSOLE | COM | 591.80K | SH | $73.23M 1.24% | 388.71K | 0.00 | 203.09K |
SS&C Technologies Holdings IncSOLE | COM | 822.52K | SH | $73.01M 1.24% | 515.09K | 0.00 | 307.44K |
Microsoft CorpSOLE | COM | 140.32K | SH | $72.68M 1.23% | 94.65K | 0.00 | 45.67K |
Curtiss-Wright CorpSOLE | COM | 133.32K | SH | $72.38M 1.23% | 86.19K | 0.00 | 47.12K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 289.39K | SH | $70.35M 1.19% | 193.14K | 0.00 | 96.25K |
FabrinetSOLE | COM | 192.57K | SH | $70.22M 1.19% | 125.19K | 0.00 | 67.39K |
NetApp IncSOLE | COM | 589.02K | SH | $69.78M 1.18% | 383.75K | 0.00 | 205.28K |
DROPBOX INCSOLE | COM | 2.29M | SH | $69.10M 1.17% | 1.44M | 0.00 | 844.81K |
Meta Platforms IncSOLE | COM | 94.03K | SH | $69.05M 1.17% | 62.30K | 0.00 | 31.73K |
Arista Networks IncSOLE | COM | 466.47K | SH | $67.97M 1.15% | 303.87K | 0.00 | 162.60K |
InterDigital IncSOLE | COM | 194.89K | SH | $67.28M 1.14% | 126.71K | 0.00 | 68.18K |
F5 Inc ComSOLE | COM | 203.66K | SH | $65.82M 1.11% | 132.34K | 0.00 | 71.33K |
Autodesk IncSOLE | COM | 207.08K | SH | $65.78M 1.11% | 135.04K | 0.00 | 72.04K |
Jabil IncSOLE | COM | 300.33K | SH | $65.22M 1.10% | 196.35K | 0.00 | 103.98K |
Cisco Systems IncSOLE | COM | 947.85K | SH | $64.85M 1.10% | 622.33K | 0.00 | 325.51K |
CommVault Systems IncSOLE | COM | 342.74K | SH | $64.70M 1.10% | 223.49K | 0.00 | 119.25K |
Cadence Design Systems IncSOLE | COM | 182.40K | SH | $64.07M 1.09% | 118.98K | 0.00 | 63.42K |
Intuit IncSOLE | COM | 93.50K | SH | $63.85M 1.08% | 59.23K | 0.00 | 34.27K |
Zoom Video Communications IncSOLE | COM | 767.97K | SH | $63.36M 1.07% | 500.20K | 0.00 | 267.77K |
Cognizant Technology SolutionsSOLE | COM | 907.23K | SH | $60.85M 1.03% | 589.50K | 0.00 | 317.73K |
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