Filed: 1/14/2026ACC: 0001015308-26-000001
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 511 equity positions with a total reported market value of $5.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
511
Positions
$5.57B
Total AUM (reported)
78.34M
Total Shares
Allocation by class
COM$5.57B100.0%
Portfolio Concentration
Top 3$204.31M3.7%
4–10$450.89M8.1%
11–25$894.29M16.1%
Rest$4.02B72.2%
Top 3 weight
3.7%
Top 10 weight
11.8%
Voting Authority Distribution
Total shares with voting rights: 78.34M
Sole
Full voting authority
51.84M
shares
% of voting shares66.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
26.50M
shares
% of voting shares33.8%
Investment Discretion (by position count)
Sole511
Shared0
Other0
Dominant voting typeSole · 66.2% of voting shares
Institutional Holdings511
Rows:
Lam Research Corp New
SOLEShares406.04K
TypeSH
Market value$69.51M
1.25%
Sole
287.43K
Shared
0.00
None
118.61K
Cognizant Technology Solutions
SOLEShares814.22K
TypeSH
Market value$67.58M
1.21%
Sole
571.68K
Shared
0.00
None
242.54K
SS&C Technologies Holdings Inc
SOLEShares768.94K
TypeSH
Market value$67.22M
1.21%
Sole
521.11K
Shared
0.00
None
247.83K
Cisco Systems Inc
SOLEShares858.15K
TypeSH
Market value$66.10M
1.19%
Sole
608.37K
Shared
0.00
None
249.78K
Alphabet Inc Cap Stock Cl A
SOLEShares210.41K
TypeSH
Market value$65.86M
1.18%
Sole
154.39K
Shared
0.00
None
56.02K
KLA-Tencor Corp
SOLEShares52.87K
TypeSH
Market value$64.24M
1.15%
Sole
37.57K
Shared
0.00
None
15.30K
Leidos Holdings Inc
SOLEShares355.82K
TypeSH
Market value$64.19M
1.15%
Sole
238.86K
Shared
0.00
None
116.96K
Jabil Inc
SOLEShares278.76K
TypeSH
Market value$63.56M
1.14%
Sole
198.57K
Shared
0.00
None
80.20K
Amphenol Corp
SOLEShares470.08K
TypeSH
Market value$63.53M
1.14%
Sole
330.12K
Shared
0.00
None
139.96K
Microsoft Corp
SOLEShares131.12K
TypeSH
Market value$63.41M
1.14%
Sole
96.18K
Shared
0.00
None
34.93K
Meta Platforms Inc
SOLEShares94.92K
TypeSH
Market value$62.65M
1.13%
Sole
67.93K
Shared
0.00
None
26.99K
DROPBOX INC
SOLEShares2.25M
TypeSH
Market value$62.42M
1.12%
Sole
1.54M
Shared
0.00
None
705.87K
Paychex Inc
SOLEShares553.79K
TypeSH
Market value$62.12M
1.12%
Sole
392.81K
Shared
0.00
None
160.99K
TE Connectivity PLC
SOLEShares270.26K
TypeSH
Market value$61.49M
1.10%
Sole
191.46K
Shared
0.00
None
78.80K
Curtiss-Wright Corp
SOLEShares111.53K
TypeSH
Market value$61.48M
1.10%
Sole
79.02K
Shared
0.00
None
32.51K
Zoom Video Communications Inc
SOLEShares710.30K
TypeSH
Market value$61.29M
1.10%
Sole
504.91K
Shared
0.00
None
205.40K
Keysight Technologies Inc
SOLEShares296.82K
TypeSH
Market value$60.31M
1.08%
Sole
210.70K
Shared
0.00
None
86.11K
Intuit Inc
SOLEShares91.04K
TypeSH
Market value$60.31M
1.08%
Sole
64.43K
Shared
0.00
None
26.61K
Td Synnex Corporation
SOLEShares400.08K
TypeSH
Market value$60.10M
1.08%
Sole
283.79K
Shared
0.00
None
116.29K
NetApp Inc
SOLEShares540.22K
TypeSH
Market value$57.85M
1.04%
Sole
383.78K
Shared
0.00
None
156.44K
Autodesk Inc
SOLEShares193.45K
TypeSH
Market value$57.26M
1.03%
Sole
137.44K
Shared
0.00
None
56.01K
Arista Networks Inc
SOLEShares435.96K
TypeSH
Market value$57.12M
1.03%
Sole
310.80K
Shared
0.00
None
125.17K
InterDigital Inc
SOLEShares179.36K
TypeSH
Market value$57.11M
1.03%
Sole
127.45K
Shared
0.00
None
51.92K
Seagate Technology Hldngs PLC
SOLEShares207.13K
TypeSH
Market value$57.04M
1.02%
Sole
147.57K
Shared
0.00
None
59.56K
Nextpower Inc
SOLEShares639.68K
TypeSH
Market value$55.72M
1.00%
Sole
457.01K
Shared
0.00
None
182.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lam Research Corp NewSOLE | COM | 406.04K | SH | $69.51M 1.25% | 287.43K | 0.00 | 118.61K |
Cognizant Technology SolutionsSOLE | COM | 814.22K | SH | $67.58M 1.21% | 571.68K | 0.00 | 242.54K |
SS&C Technologies Holdings IncSOLE | COM | 768.94K | SH | $67.22M 1.21% | 521.11K | 0.00 | 247.83K |
Cisco Systems IncSOLE | COM | 858.15K | SH | $66.10M 1.19% | 608.37K | 0.00 | 249.78K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 210.41K | SH | $65.86M 1.18% | 154.39K | 0.00 | 56.02K |
KLA-Tencor CorpSOLE | COM | 52.87K | SH | $64.24M 1.15% | 37.57K | 0.00 | 15.30K |
Leidos Holdings IncSOLE | COM | 355.82K | SH | $64.19M 1.15% | 238.86K | 0.00 | 116.96K |
Jabil IncSOLE | COM | 278.76K | SH | $63.56M 1.14% | 198.57K | 0.00 | 80.20K |
Amphenol CorpSOLE | COM | 470.08K | SH | $63.53M 1.14% | 330.12K | 0.00 | 139.96K |
Microsoft CorpSOLE | COM | 131.12K | SH | $63.41M 1.14% | 96.18K | 0.00 | 34.93K |
Meta Platforms IncSOLE | COM | 94.92K | SH | $62.65M 1.13% | 67.93K | 0.00 | 26.99K |
DROPBOX INCSOLE | COM | 2.25M | SH | $62.42M 1.12% | 1.54M | 0.00 | 705.87K |
Paychex IncSOLE | COM | 553.79K | SH | $62.12M 1.12% | 392.81K | 0.00 | 160.99K |
TE Connectivity PLCSOLE | COM | 270.26K | SH | $61.49M 1.10% | 191.46K | 0.00 | 78.80K |
Curtiss-Wright CorpSOLE | COM | 111.53K | SH | $61.48M 1.10% | 79.02K | 0.00 | 32.51K |
Zoom Video Communications IncSOLE | COM | 710.30K | SH | $61.29M 1.10% | 504.91K | 0.00 | 205.40K |
Keysight Technologies IncSOLE | COM | 296.82K | SH | $60.31M 1.08% | 210.70K | 0.00 | 86.11K |
Intuit IncSOLE | COM | 91.04K | SH | $60.31M 1.08% | 64.43K | 0.00 | 26.61K |
Td Synnex CorporationSOLE | COM | 400.08K | SH | $60.10M 1.08% | 283.79K | 0.00 | 116.29K |
NetApp IncSOLE | COM | 540.22K | SH | $57.85M 1.04% | 383.78K | 0.00 | 156.44K |
Autodesk IncSOLE | COM | 193.45K | SH | $57.26M 1.03% | 137.44K | 0.00 | 56.01K |
Arista Networks IncSOLE | COM | 435.96K | SH | $57.12M 1.03% | 310.80K | 0.00 | 125.17K |
InterDigital IncSOLE | COM | 179.36K | SH | $57.11M 1.03% | 127.45K | 0.00 | 51.92K |
Seagate Technology Hldngs PLCSOLE | COM | 207.13K | SH | $57.04M 1.02% | 147.57K | 0.00 | 59.56K |
Nextpower IncSOLE | COM | 639.68K | SH | $55.72M 1.00% | 457.01K | 0.00 | 182.67K |
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