WEDGE CAPITAL MANAGEMENT L L P/NC
Q2 2026 13F filing
Updated 62 days ago484 disclosed positions worth $6.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | K KLAC KLA-Tencor Corp | $108.4M | 359.3K | 1.79% | Added(+781.5%) |
| 2 | A AMAT Applied Materials Inc | $101M | 139.7K | 1.67% | Trimmed(-17.7%) |
| 3 | L LRCX Lam Research Corp New | $95.5M | 220.5K | 1.58% | Trimmed(-15.9%) |
| 4 | A APH Amphenol Corp | $93.2M | 528.3K | 1.54% | Added(+24.9%) |
| 5 | G GOOGN Alphabet Inc Cap Stock Cl A | $83.4M | 233.4K | 1.38% | Added(+12.4%) |
| 6 | D DELL Dell Technologies Inc Cl C | $82.9M | 192.1K | 1.37% | Trimmed(-51.6%) |
| 7 | ? N/A DROPBOX INC | $82.6M | 3.01M | 1.36% | Added(+26.4%) |
| 8 | ? N/A Clear Secure Inc Cl A | $82.5M | 1.48M | 1.36% | — |
| 9 | ? N/A Arista Networks Inc | $82.4M | 485.2K | 1.36% | Added(+12.4%) |
| 10 | J JBL Jabil Inc | $81.8M | 212.2K | 1.35% | Trimmed(-6.5%) |
| 11 | K KEYS Keysight Technologies Inc | $80.6M | 230.1K | 1.33% | Added(+12.0%) |
| 12 | C CW Curtiss-Wright Corp | $80M | 105.6K | 1.32% | Added(+17.3%) |
| 13 | T TXN Texas Instruments Inc | $79.3M | 266.0K | 1.31% | Trimmed(-11.7%) |
| 14 | S SNX Td Synnex Corporation | $77.8M | 291.0K | 1.28% | Trimmed(-24.8%) |
| 15 | S SSNC SS&C Technologies Holdings Inc | $77.6M | 1.25M | 1.28% | Added(+51.2%) |
| 16 | L LMT Lockheed Martin Corp | $75.6M | 148.4K | 1.25% | Added(+54.8%) |
| 17 | M MSFT Microsoft Corp | $75.3M | 201.9K | 1.24% | Added(+32.2%) |
| 18 | S STX Seagate Technology Hldngs PLC | $74.9M | 77.7K | 1.24% | Trimmed(-45.3%) |
| 19 | ? N/A Corpay Inc | $74.2M | 222.7K | 1.22% | Added(+22.1%) |
| 20 | F FN Fabrinet | $72.4M | 128.8K | 1.19% | Added(+11.5%) |
| 21 | ? N/A Arrow Electrs Inc | $72.3M | 338.8K | 1.19% | — |
| 22 | C CSCO Cisco Systems Inc | $71.9M | 611.9K | 1.19% | Trimmed(-20.7%) |
| 23 | N NXT Nextpower Inc | $71.6M | 600.7K | 1.18% | Added(+20.0%) |
| 24 | ? N/A NetApp Inc | $70.8M | 457.4K | 1.17% | Trimmed(-19.3%) |
| 25 | T TEL TE Connectivity PLC | $70.4M | 349.3K | 1.16% | Added(+30.9%) |
| 26 | A ADSK Autodesk Inc | $68.8M | 354.0K | 1.14% | Added(+49.7%) |
| 27 | ? N/A Life Time Group Holdings Inc C | $43.2M | 1.06M | 0.71% | Trimmed(-16.5%) |
| 28 | R RPRX Royalty Pharma Plc Class A | $43.2M | 770.4K | 0.71% | Trimmed(-13.5%) |
| 29 | C CCL Carnival Corp Ltd Common Share | $41.5M | 1.45M | 0.68% | — |
| 30 | D DVA DaVita Inc | $41.4M | 186.2K | 0.68% | Trimmed(-22.8%) |
| 31 | T THC Tenet Healthcare Corp New | $41.4M | 221.5K | 0.68% | Added(+37.6%) |
| 32 | E EXPE Expedia Group Inc | $40M | 156.4K | 0.66% | Added(+27.4%) |
| 33 | R RZC Reinsurance Group of America I | $38.2M | 179.4K | 0.63% | Added(+965.2%) |
| 34 | A ALLY Ally Financial Inc | $37.7M | 821.0K | 0.62% | Trimmed(-4.8%) |
| 35 | S SYF-PB Synchrony Financial | $37.7M | 495.3K | 0.62% | Added(+4.4%) |
| 36 | R RL Ralph Lauren Corp | $37.6M | 93.6K | 0.62% | Trimmed(-0.1%) |
| 37 | P PFG Principal Financial Group Inc | $37.4M | 347.1K | 0.62% | Trimmed(-11.1%) |
| 38 | V VSXY Victorias Secret And Co Common | $37.3M | 446.7K | 0.62% | — |
| 39 | T TROW T. Rowe Price Group Inc | $36.5M | 321.5K | 0.60% | Added(+2.0%) |
| 40 | V VLYPN Valley National Bancorp | $36.4M | 2.49M | 0.60% | Trimmed(-4.8%) |
| 41 | ? N/A Tapestry Inc | $36.4M | 248.7K | 0.60% | Added(+0.8%) |
| 42 | ? N/A Zions Bancorporation | $36.3M | 524.8K | 0.60% | Trimmed(-3.6%) |
| 43 | ? N/A Voya Financial Inc | $36.2M | 400.2K | 0.60% | Trimmed(-8.9%) |
| 44 | M MUSA Murphy USA Inc | $36.2M | 67.2K | 0.60% | — |
| 45 | C C-PR Citigroup Inc | $35.6M | 254.6K | 0.59% | Trimmed(-6.7%) |
| 46 | ? N/A Tyson Foods Inc | $35.6M | 621.6K | 0.59% | Added(+10.6%) |
| 47 | G GRMN Garmin Ltd | $35.4M | 149.1K | 0.58% | Trimmed(-1.4%) |
| 48 | S STT-PG State Street Corp | $35.4M | 208.7K | 0.58% | Trimmed(-16.9%) |
| 49 | P PRS Prudential Financial Inc | $35.1M | 325.3K | 0.58% | Added(+8.7%) |
| 50 | F FOX Fox Corporation | $35M | 748.2K | 0.58% | — |