Filed: 4/13/2026ACC: 0001015308-26-000004
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 527 equity positions with a total reported market value of $5.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
527
Positions
$5.42B
Total AUM (reported)
79.33M
Total Shares
Allocation by class
COM$5.42B100.0%
Portfolio Concentration
Top 3$191.73M3.5%
4–10$419.05M7.7%
11–25$840.02M15.5%
Rest$3.97B73.2%
Top 3 weight
3.5%
Top 10 weight
11.3%
Voting Authority Distribution
Total shares with voting rights: 79.33M
Sole
Full voting authority
51.95M
shares
% of voting shares65.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.38M
shares
% of voting shares34.5%
Investment Discretion (by position count)
Sole527
Shared0
Other0
Dominant voting typeSole · 65.5% of voting shares
Institutional Holdings527
Rows:
Td Synnex Corporation
SOLEShares386.90K
TypeSH
Market value$65.27M
1.20%
Sole
275.98K
Shared
0.00
None
110.92K
Dell Technologies Inc Cl C
SOLEShares396.75K
TypeSH
Market value$65.12M
1.20%
Sole
282.93K
Shared
0.00
None
113.83K
Curtiss-Wright Corp
SOLEShares90.05K
TypeSH
Market value$61.33M
1.13%
Sole
64.66K
Shared
0.00
None
25.38K
Nextpower Inc
SOLEShares500.49K
TypeSH
Market value$60.33M
1.11%
Sole
360.27K
Shared
0.00
None
140.21K
Jabil Inc
SOLEShares227.05K
TypeSH
Market value$60.31M
1.11%
Sole
162.65K
Shared
0.00
None
64.40K
Fabrinet
SOLEShares115.55K
TypeSH
Market value$60.26M
1.11%
Sole
82.70K
Shared
0.00
None
32.85K
KLA-Tencor Corp
SOLEShares40.76K
TypeSH
Market value$60.01M
1.11%
Sole
29.21K
Shared
0.00
None
11.55K
Cisco Systems Inc
SOLEShares771.74K
TypeSH
Market value$59.88M
1.11%
Sole
551.77K
Shared
0.00
None
219.97K
Alphabet Inc Cap Stock Cl A
SOLEShares207.75K
TypeSH
Market value$59.74M
1.10%
Sole
153.54K
Shared
0.00
None
54.22K
Texas Instruments Inc
SOLEShares301.38K
TypeSH
Market value$58.51M
1.08%
Sole
222.40K
Shared
0.00
None
78.98K
Keysight Technologies Inc
SOLEShares205.55K
TypeSH
Market value$58.04M
1.07%
Sole
146.37K
Shared
0.00
None
59.18K
Applied Materials Inc
SOLEShares169.79K
TypeSH
Market value$58.03M
1.07%
Sole
121.27K
Shared
0.00
None
48.52K
NetApp Inc
SOLEShares566.48K
TypeSH
Market value$58.00M
1.07%
Sole
400.53K
Shared
0.00
None
165.95K
Lockheed Martin Corp
SOLEShares95.86K
TypeSH
Market value$57.94M
1.07%
Sole
68.46K
Shared
0.00
None
27.40K
Leidos Holdings Inc
SOLEShares367.37K
TypeSH
Market value$57.13M
1.05%
Sole
243.21K
Shared
0.00
None
124.15K
Autodesk Inc
SOLEShares236.39K
TypeSH
Market value$56.59M
1.04%
Sole
169.06K
Shared
0.00
None
67.34K
Microsoft Corp
SOLEShares152.75K
TypeSH
Market value$56.54M
1.04%
Sole
111.84K
Shared
0.00
None
40.91K
Lam Research Corp New
SOLEShares262.31K
TypeSH
Market value$56.04M
1.03%
Sole
188.59K
Shared
0.00
None
73.72K
SS&C Technologies Holdings Inc
SOLEShares826.84K
TypeSH
Market value$55.87M
1.03%
Sole
555.50K
Shared
0.00
None
271.34K
TE Connectivity PLC
SOLEShares266.87K
TypeSH
Market value$55.78M
1.03%
Sole
190.35K
Shared
0.00
None
76.52K
Seagate Technology Hldngs PLC
SOLEShares141.88K
TypeSH
Market value$55.58M
1.03%
Sole
101.17K
Shared
0.00
None
40.72K
DROPBOX INC
SOLEShares2.38M
TypeSH
Market value$54.03M
1.00%
Sole
1.63M
Shared
0.00
None
751.60K
Cadence Design Systems Inc
SOLEShares194.14K
TypeSH
Market value$53.95M
1.00%
Sole
137.56K
Shared
0.00
None
56.59K
Amphenol Corp
SOLEShares422.83K
TypeSH
Market value$53.42M
0.99%
Sole
302.74K
Shared
0.00
None
120.09K
Corpay Inc
SOLEShares182.34K
TypeSH
Market value$53.06M
0.98%
Sole
129.83K
Shared
0.00
None
52.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Td Synnex CorporationSOLE | COM | 386.90K | SH | $65.27M 1.20% | 275.98K | 0.00 | 110.92K |
Dell Technologies Inc Cl CSOLE | COM | 396.75K | SH | $65.12M 1.20% | 282.93K | 0.00 | 113.83K |
Curtiss-Wright CorpSOLE | COM | 90.05K | SH | $61.33M 1.13% | 64.66K | 0.00 | 25.38K |
Nextpower IncSOLE | COM | 500.49K | SH | $60.33M 1.11% | 360.27K | 0.00 | 140.21K |
Jabil IncSOLE | COM | 227.05K | SH | $60.31M 1.11% | 162.65K | 0.00 | 64.40K |
FabrinetSOLE | COM | 115.55K | SH | $60.26M 1.11% | 82.70K | 0.00 | 32.85K |
KLA-Tencor CorpSOLE | COM | 40.76K | SH | $60.01M 1.11% | 29.21K | 0.00 | 11.55K |
Cisco Systems IncSOLE | COM | 771.74K | SH | $59.88M 1.11% | 551.77K | 0.00 | 219.97K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 207.75K | SH | $59.74M 1.10% | 153.54K | 0.00 | 54.22K |
Texas Instruments IncSOLE | COM | 301.38K | SH | $58.51M 1.08% | 222.40K | 0.00 | 78.98K |
Keysight Technologies IncSOLE | COM | 205.55K | SH | $58.04M 1.07% | 146.37K | 0.00 | 59.18K |
Applied Materials IncSOLE | COM | 169.79K | SH | $58.03M 1.07% | 121.27K | 0.00 | 48.52K |
NetApp IncSOLE | COM | 566.48K | SH | $58.00M 1.07% | 400.53K | 0.00 | 165.95K |
Lockheed Martin CorpSOLE | COM | 95.86K | SH | $57.94M 1.07% | 68.46K | 0.00 | 27.40K |
Leidos Holdings IncSOLE | COM | 367.37K | SH | $57.13M 1.05% | 243.21K | 0.00 | 124.15K |
Autodesk IncSOLE | COM | 236.39K | SH | $56.59M 1.04% | 169.06K | 0.00 | 67.34K |
Microsoft CorpSOLE | COM | 152.75K | SH | $56.54M 1.04% | 111.84K | 0.00 | 40.91K |
Lam Research Corp NewSOLE | COM | 262.31K | SH | $56.04M 1.03% | 188.59K | 0.00 | 73.72K |
SS&C Technologies Holdings IncSOLE | COM | 826.84K | SH | $55.87M 1.03% | 555.50K | 0.00 | 271.34K |
TE Connectivity PLCSOLE | COM | 266.87K | SH | $55.78M 1.03% | 190.35K | 0.00 | 76.52K |
Seagate Technology Hldngs PLCSOLE | COM | 141.88K | SH | $55.58M 1.03% | 101.17K | 0.00 | 40.72K |
DROPBOX INCSOLE | COM | 2.38M | SH | $54.03M 1.00% | 1.63M | 0.00 | 751.60K |
Cadence Design Systems IncSOLE | COM | 194.14K | SH | $53.95M 1.00% | 137.56K | 0.00 | 56.59K |
Amphenol CorpSOLE | COM | 422.83K | SH | $53.42M 0.99% | 302.74K | 0.00 | 120.09K |
Corpay IncSOLE | COM | 182.34K | SH | $53.06M 0.98% | 129.83K | 0.00 | 52.51K |
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