Filed: 7/10/2026ACC: 0001015308-26-000006
📋 What this filing means
WEDGE CAPITAL MANAGEMENT L L P/NC filed this quarterly 13F‑HR report disclosing 484 equity positions with a total reported market value of $6.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
484
Positions
$6.06B
Total AUM (reported)
78.82M
Total Shares
Allocation by class
COM$6.06B100.0%
Portfolio Concentration
Top 3$304.98M5.0%
4–10$588.80M9.7%
11–25$1.12B18.6%
Rest$4.04B66.7%
Top 3 weight
5.0%
Top 10 weight
14.7%
Voting Authority Distribution
Total shares with voting rights: 78.82M
Sole
Full voting authority
51.50M
shares
% of voting shares65.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
27.33M
shares
% of voting shares34.7%
Investment Discretion (by position count)
Sole484
Shared0
Other0
Dominant voting typeSole · 65.3% of voting shares
Institutional Holdings484
Rows:
KLA-Tencor Corp
SOLEShares359.28K
TypeSH
Market value$108.40M
1.79%
Sole
260.11K
Shared
0.00
None
99.17K
Applied Materials Inc
SOLEShares139.75K
TypeSH
Market value$101.04M
1.67%
Sole
100.09K
Shared
0.00
None
39.66K
Lam Research Corp New
SOLEShares220.50K
TypeSH
Market value$95.55M
1.58%
Sole
156.55K
Shared
0.00
None
63.94K
Amphenol Corp
SOLEShares528.32K
TypeSH
Market value$93.15M
1.54%
Sole
373.57K
Shared
0.00
None
154.76K
Alphabet Inc Cap Stock Cl A
SOLEShares233.45K
TypeSH
Market value$83.43M
1.38%
Sole
171.33K
Shared
0.00
None
62.12K
Dell Technologies Inc Cl C
SOLEShares192.09K
TypeSH
Market value$82.88M
1.37%
Sole
137.21K
Shared
0.00
None
54.88K
DROPBOX INC
SOLEShares3.01M
TypeSH
Market value$82.55M
1.36%
Sole
2.09M
Shared
0.00
None
916.44K
Clear Secure Inc Cl A
SOLEShares1.48M
TypeSH
Market value$82.54M
1.36%
Sole
1.06M
Shared
0.00
None
423.23K
Arista Networks Inc
SOLEShares485.20K
TypeSH
Market value$82.43M
1.36%
Sole
342.94K
Shared
0.00
None
142.25K
Jabil Inc
SOLEShares212.24K
TypeSH
Market value$81.81M
1.35%
Sole
151.52K
Shared
0.00
None
60.72K
Keysight Technologies Inc
SOLEShares230.13K
TypeSH
Market value$80.56M
1.33%
Sole
163.06K
Shared
0.00
None
67.07K
Curtiss-Wright Corp
SOLEShares105.61K
TypeSH
Market value$80.03M
1.32%
Sole
75.34K
Shared
0.00
None
30.27K
Texas Instruments Inc
SOLEShares266.01K
TypeSH
Market value$79.29M
1.31%
Sole
190.47K
Shared
0.00
None
75.55K
Td Synnex Corporation
SOLEShares291.04K
TypeSH
Market value$77.81M
1.28%
Sole
206.57K
Shared
0.00
None
84.48K
SS&C Technologies Holdings Inc
SOLEShares1.25M
TypeSH
Market value$77.58M
1.28%
Sole
844.51K
Shared
0.00
None
405.72K
Lockheed Martin Corp
SOLEShares148.42K
TypeSH
Market value$75.61M
1.25%
Sole
106.49K
Shared
0.00
None
41.93K
Microsoft Corp
SOLEShares201.88K
TypeSH
Market value$75.31M
1.24%
Sole
147.49K
Shared
0.00
None
54.40K
Seagate Technology Hldngs PLC
SOLEShares77.66K
TypeSH
Market value$74.94M
1.24%
Sole
55.32K
Shared
0.00
None
22.34K
Corpay Inc
SOLEShares222.66K
TypeSH
Market value$74.21M
1.22%
Sole
159K
Shared
0.00
None
63.66K
Fabrinet
SOLEShares128.79K
TypeSH
Market value$72.39M
1.19%
Sole
92.41K
Shared
0.00
None
36.38K
Arrow Electrs Inc
SOLEShares338.82K
TypeSH
Market value$72.31M
1.19%
Sole
242.25K
Shared
0.00
None
96.57K
Cisco Systems Inc
SOLEShares611.89K
TypeSH
Market value$71.87M
1.19%
Sole
440.40K
Shared
0.00
None
171.49K
Nextpower Inc
SOLEShares600.67K
TypeSH
Market value$71.56M
1.18%
Sole
427.40K
Shared
0.00
None
173.27K
NetApp Inc
SOLEShares457.44K
TypeSH
Market value$70.79M
1.17%
Sole
327.33K
Shared
0.00
None
130.12K
TE Connectivity PLC
SOLEShares349.26K
TypeSH
Market value$70.41M
1.16%
Sole
249.85K
Shared
0.00
None
99.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KLA-Tencor CorpSOLE | COM | 359.28K | SH | $108.40M 1.79% | 260.11K | 0.00 | 99.17K |
Applied Materials IncSOLE | COM | 139.75K | SH | $101.04M 1.67% | 100.09K | 0.00 | 39.66K |
Lam Research Corp NewSOLE | COM | 220.50K | SH | $95.55M 1.58% | 156.55K | 0.00 | 63.94K |
Amphenol CorpSOLE | COM | 528.32K | SH | $93.15M 1.54% | 373.57K | 0.00 | 154.76K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 233.45K | SH | $83.43M 1.38% | 171.33K | 0.00 | 62.12K |
Dell Technologies Inc Cl CSOLE | COM | 192.09K | SH | $82.88M 1.37% | 137.21K | 0.00 | 54.88K |
DROPBOX INCSOLE | COM | 3.01M | SH | $82.55M 1.36% | 2.09M | 0.00 | 916.44K |
Clear Secure Inc Cl ASOLE | COM | 1.48M | SH | $82.54M 1.36% | 1.06M | 0.00 | 423.23K |
Arista Networks IncSOLE | COM | 485.20K | SH | $82.43M 1.36% | 342.94K | 0.00 | 142.25K |
Jabil IncSOLE | COM | 212.24K | SH | $81.81M 1.35% | 151.52K | 0.00 | 60.72K |
Keysight Technologies IncSOLE | COM | 230.13K | SH | $80.56M 1.33% | 163.06K | 0.00 | 67.07K |
Curtiss-Wright CorpSOLE | COM | 105.61K | SH | $80.03M 1.32% | 75.34K | 0.00 | 30.27K |
Texas Instruments IncSOLE | COM | 266.01K | SH | $79.29M 1.31% | 190.47K | 0.00 | 75.55K |
Td Synnex CorporationSOLE | COM | 291.04K | SH | $77.81M 1.28% | 206.57K | 0.00 | 84.48K |
SS&C Technologies Holdings IncSOLE | COM | 1.25M | SH | $77.58M 1.28% | 844.51K | 0.00 | 405.72K |
Lockheed Martin CorpSOLE | COM | 148.42K | SH | $75.61M 1.25% | 106.49K | 0.00 | 41.93K |
Microsoft CorpSOLE | COM | 201.88K | SH | $75.31M 1.24% | 147.49K | 0.00 | 54.40K |
Seagate Technology Hldngs PLCSOLE | COM | 77.66K | SH | $74.94M 1.24% | 55.32K | 0.00 | 22.34K |
Corpay IncSOLE | COM | 222.66K | SH | $74.21M 1.22% | 159K | 0.00 | 63.66K |
FabrinetSOLE | COM | 128.79K | SH | $72.39M 1.19% | 92.41K | 0.00 | 36.38K |
Arrow Electrs IncSOLE | COM | 338.82K | SH | $72.31M 1.19% | 242.25K | 0.00 | 96.57K |
Cisco Systems IncSOLE | COM | 611.89K | SH | $71.87M 1.19% | 440.40K | 0.00 | 171.49K |
Nextpower IncSOLE | COM | 600.67K | SH | $71.56M 1.18% | 427.40K | 0.00 | 173.27K |
NetApp IncSOLE | COM | 457.44K | SH | $70.79M 1.17% | 327.33K | 0.00 | 130.12K |
TE Connectivity PLCSOLE | COM | 349.26K | SH | $70.41M 1.16% | 249.85K | 0.00 | 99.41K |
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