WEDGE CAPITAL MANAGEMENT L L P/NC

PrivateCIK: 1015308

Location

CHARLOTTE, NC

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

% of voting shares65.3%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

27.33M

% 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

SOLE

COM

Shares359.28K

TypeSH

Market value$108.40M

1.79%

Sole

260.11K

Shared

0.00

None

99.17K

Applied Materials Inc

SOLE

COM

Shares139.75K

TypeSH

Market value$101.04M

1.67%

Sole

100.09K

Shared

0.00

None

39.66K

Lam Research Corp New

SOLE

COM

Shares220.50K

TypeSH

Market value$95.55M

1.58%

Sole

156.55K

Shared

0.00

None

63.94K

Amphenol Corp

SOLE

COM

Shares528.32K

TypeSH

Market value$93.15M

1.54%

Sole

373.57K

Shared

0.00

None

154.76K

Alphabet Inc Cap Stock Cl A

SOLE

COM

Shares233.45K

TypeSH

Market value$83.43M

1.38%

Sole

171.33K

Shared

0.00

None

62.12K

Dell Technologies Inc Cl C

SOLE

COM

Shares192.09K

TypeSH

Market value$82.88M

1.37%

Sole

137.21K

Shared

0.00

None

54.88K

DROPBOX INC

SOLE

COM

Shares3.01M

TypeSH

Market value$82.55M

1.36%

Sole

2.09M

Shared

0.00

None

916.44K

Clear Secure Inc Cl A

SOLE

COM

Shares1.48M

TypeSH

Market value$82.54M

1.36%

Sole

1.06M

Shared

0.00

None

423.23K

Arista Networks Inc

SOLE

COM

Shares485.20K

TypeSH

Market value$82.43M

1.36%

Sole

342.94K

Shared

0.00

None

142.25K

Jabil Inc

SOLE

COM

Shares212.24K

TypeSH

Market value$81.81M

1.35%

Sole

151.52K

Shared

0.00

None

60.72K

Keysight Technologies Inc

SOLE

COM

Shares230.13K

TypeSH

Market value$80.56M

1.33%

Sole

163.06K

Shared

0.00

None

67.07K

Curtiss-Wright Corp

SOLE

COM

Shares105.61K

TypeSH

Market value$80.03M

1.32%

Sole

75.34K

Shared

0.00

None

30.27K

Texas Instruments Inc

SOLE

COM

Shares266.01K

TypeSH

Market value$79.29M

1.31%

Sole

190.47K

Shared

0.00

None

75.55K

Td Synnex Corporation

SOLE

COM

Shares291.04K

TypeSH

Market value$77.81M

1.28%

Sole

206.57K

Shared

0.00

None

84.48K

SS&C Technologies Holdings Inc

SOLE

COM

Shares1.25M

TypeSH

Market value$77.58M

1.28%

Sole

844.51K

Shared

0.00

None

405.72K

Lockheed Martin Corp

SOLE

COM

Shares148.42K

TypeSH

Market value$75.61M

1.25%

Sole

106.49K

Shared

0.00

None

41.93K

Microsoft Corp

SOLE

COM

Shares201.88K

TypeSH

Market value$75.31M

1.24%

Sole

147.49K

Shared

0.00

None

54.40K

Seagate Technology Hldngs PLC

SOLE

COM

Shares77.66K

TypeSH

Market value$74.94M

1.24%

Sole

55.32K

Shared

0.00

None

22.34K

Corpay Inc

SOLE

COM

Shares222.66K

TypeSH

Market value$74.21M

1.22%

Sole

159K

Shared

0.00

None

63.66K

Fabrinet

SOLE

COM

Shares128.79K

TypeSH

Market value$72.39M

1.19%

Sole

92.41K

Shared

0.00

None

36.38K

Arrow Electrs Inc

SOLE

COM

Shares338.82K

TypeSH

Market value$72.31M

1.19%

Sole

242.25K

Shared

0.00

None

96.57K

Cisco Systems Inc

SOLE

COM

Shares611.89K

TypeSH

Market value$71.87M

1.19%

Sole

440.40K

Shared

0.00

None

171.49K

Nextpower Inc

SOLE

COM

Shares600.67K

TypeSH

Market value$71.56M

1.18%

Sole

427.40K

Shared

0.00

None

173.27K

NetApp Inc

SOLE

COM

Shares457.44K

TypeSH

Market value$70.79M

1.17%

Sole

327.33K

Shared

0.00

None

130.12K

TE Connectivity PLC

SOLE

COM

Shares349.26K

TypeSH

Market value$70.41M

1.16%

Sole

249.85K

Shared

0.00

None

99.41K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
KLA-Tencor CorpSOLE	COM	359.28K	SH	$108.40M 1.79%	260.11K	99.17K
Applied Materials IncSOLE	COM	139.75K	SH	$101.04M 1.67%	100.09K	39.66K
Lam Research Corp NewSOLE	COM	220.50K	SH	$95.55M 1.58%	156.55K	63.94K
Amphenol CorpSOLE	COM	528.32K	SH	$93.15M 1.54%	373.57K	154.76K
Alphabet Inc Cap Stock Cl ASOLE	COM	233.45K	SH	$83.43M 1.38%	171.33K	62.12K
Dell Technologies Inc Cl CSOLE	COM	192.09K	SH	$82.88M 1.37%	137.21K	54.88K
DROPBOX INCSOLE	COM	3.01M	SH	$82.55M 1.36%	2.09M	916.44K
Clear Secure Inc Cl ASOLE	COM	1.48M	SH	$82.54M 1.36%	1.06M	423.23K
Arista Networks IncSOLE	COM	485.20K	SH	$82.43M 1.36%	342.94K	142.25K
Jabil IncSOLE	COM	212.24K	SH	$81.81M 1.35%	151.52K	60.72K
Keysight Technologies IncSOLE	COM	230.13K	SH	$80.56M 1.33%	163.06K	67.07K
Curtiss-Wright CorpSOLE	COM	105.61K	SH	$80.03M 1.32%	75.34K	30.27K
Texas Instruments IncSOLE	COM	266.01K	SH	$79.29M 1.31%	190.47K	75.55K
Td Synnex CorporationSOLE	COM	291.04K	SH	$77.81M 1.28%	206.57K	84.48K
SS&C Technologies Holdings IncSOLE	COM	1.25M	SH	$77.58M 1.28%	844.51K	405.72K
Lockheed Martin CorpSOLE	COM	148.42K	SH	$75.61M 1.25%	106.49K	41.93K
Microsoft CorpSOLE	COM	201.88K	SH	$75.31M 1.24%	147.49K	54.40K
Seagate Technology Hldngs PLCSOLE	COM	77.66K	SH	$74.94M 1.24%	55.32K	22.34K
Corpay IncSOLE	COM	222.66K	SH	$74.21M 1.22%	159K	63.66K
FabrinetSOLE	COM	128.79K	SH	$72.39M 1.19%	92.41K	36.38K
Arrow Electrs IncSOLE	COM	338.82K	SH	$72.31M 1.19%	242.25K	96.57K
Cisco Systems IncSOLE	COM	611.89K	SH	$71.87M 1.19%	440.40K	171.49K
Nextpower IncSOLE	COM	600.67K	SH	$71.56M 1.18%	427.40K	173.27K
NetApp IncSOLE	COM	457.44K	SH	$70.79M 1.17%	327.33K	130.12K
TE Connectivity PLCSOLE	COM	349.26K	SH	$70.41M 1.16%	249.85K	99.41K

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