WEDGE CAPITAL MANAGEMENT L L P/NC
Q3 2026 13F filing
Updated 23 days ago480 disclosed positions worth $5.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M Microsoft Corp | $82.4M | 160.6K | 1.44% | Trimmed(-20.4%) |
| 2 | S SS&C Technologies Holdings Inc | $79M | 1.03M | 1.38% | Trimmed(-18.0%) |
| 3 | K Keysight Technologies Inc | $78.9M | 216.7K | 1.38% | Trimmed(-5.8%) |
| 4 | N NetApp Inc | $78M | 371.4K | 1.36% | Trimmed(-18.8%) |
| 5 | L Lam Research Corp New | $77.6M | 236.2K | 1.36% | Added(+7.1%) |
| 6 | G Alphabet Inc Cap Stock Cl A | $76.9M | 223.5K | 1.34% | Trimmed(-4.3%) |
| 7 | A Applied Materials Inc | $76.7M | 149.9K | 1.34% | Added(+7.3%) |
| 8 | A Amphenol Corp | $76.6M | 909.2K | 1.34% | Added(+72.1%) |
| 9 | Z Zebra Technologies Corp | $76.3M | 204.4K | 1.33% | — |
| 10 | D DROPBOX INC | $75.7M | 2.24M | 1.32% | Trimmed(-25.6%) |
| 11 | A Arrow Electrs Inc | $74.8M | 329.5K | 1.31% | Trimmed(-2.7%) |
| 12 | A Avnet Inc | $74.7M | 747.1K | 1.30% | — |
| 13 | A Arista Networks Inc | $73.7M | 362.1K | 1.29% | Trimmed(-25.4%) |
| 14 | S Seagate Technology Hldngs PLC | $73.2M | 79.4K | 1.28% | Added(+2.2%) |
| 15 | Y Clear Secure Inc Cl A | $72.9M | 1.74M | 1.27% | Added(+17.3%) |
| 16 | C Corpay Inc | $72.5M | 186.6K | 1.27% | Trimmed(-16.2%) |
| 17 | T Texas Instruments Inc | $72.3M | 258.0K | 1.26% | Trimmed(-3.0%) |
| 18 | T TE Connectivity PLC | $72.1M | 341.5K | 1.26% | Trimmed(-2.2%) |
| 19 | D Dell Technologies Inc Cl C | $70.8M | 131.6K | 1.24% | Trimmed(-31.5%) |
| 20 | C Curtiss-Wright Corp | $69.8M | 128.3K | 1.22% | Added(+21.5%) |
| 21 | P Paycom Software Inc | $69.4M | 318.9K | 1.21% | — |
| 22 | C Cisco Systems Inc | $68.9M | 639.9K | 1.20% | Added(+4.6%) |
| 23 | S Td Synnex Corporation | $68.8M | 268.0K | 1.20% | Trimmed(-7.9%) |
| 24 | A Autodesk Inc | $68.7M | 328.7K | 1.20% | Trimmed(-7.1%) |
| 25 | L Lockheed Martin Corp | $68M | 133.6K | 1.19% | Trimmed(-10.0%) |
| 26 | H HP Inc | $67.1M | 2.14M | 1.17% | — |
| 27 | M Match Group Inc | $65.7M | 1.64M | 1.15% | — |
| 28 | J Jabil Inc | $65.6M | 228.6K | 1.15% | Added(+7.7%) |
| 29 | R Royalty Pharma Plc Class A | $42.4M | 726.1K | 0.74% | Trimmed(-5.8%) |
| 30 | H Hasbro Inc | $39.7M | 452.7K | 0.69% | Added(+9.2%) |
| 31 | R Reinsurance Group of America I | $36.8M | 149.3K | 0.64% | Trimmed(-16.8%) |
| 32 | ? N/A Dillard's Inc | $35.7M | 53.3K | 0.62% | Trimmed(-18.4%) |
| 33 | P Principal Financial Group Inc | $35M | 313.0K | 0.61% | Trimmed(-9.8%) |
| 34 | T Tenet Healthcare Corp New | $34.9M | 136.6K | 0.61% | Trimmed(-38.3%) |
| 35 | O Oscar Health Inc Cl A | $34.8M | 1.13M | 0.61% | Trimmed(-2.1%) |
| 36 | S Synchrony Financial | $33.9M | 478.3K | 0.59% | Trimmed(-3.4%) |
| 37 | A Amazon.com Inc | $33.9M | 136.1K | 0.59% | Added(+818.1%) |
| 38 | D DaVita Inc | $33.1M | 189.5K | 0.58% | Added(+1.8%) |
| 39 | M MetLife Inc | $32.7M | 347.0K | 0.57% | Trimmed(-15.0%) |
| 40 | J Jackson Financial Inc Cl A | $32.5M | 251.6K | 0.57% | Trimmed(-18.9%) |
| 41 | A AerCap Holdings NV | $32.4M | 225.8K | 0.57% | Trimmed(-5.1%) |
| 42 | V Victorias Secret And Co Common | $32.4M | 366.0K | 0.57% | Trimmed(-18.1%) |
| 43 | P Prudential Financial Inc | $32.3M | 284.8K | 0.57% | Trimmed(-12.4%) |
| 44 | I Invesco Ltd | $32.1M | 1.06M | 0.56% | Trimmed(-12.0%) |
| 45 | S J.M. Smucker Co | $32M | 269.3K | 0.56% | Added(+460.4%) |
| 46 | A Ally Financial Inc | $31.9M | 848.9K | 0.56% | Added(+3.4%) |
| 47 | G Garmin Ltd | $31.9M | 111.1K | 0.56% | Trimmed(-25.5%) |
| 48 | B FRANKLIN TEMPLETON INC COM | $31.8M | 990.9K | 0.56% | Trimmed(-5.5%) |
| 49 | S State Street Corp | $31.7M | 181.8K | 0.55% | Trimmed(-12.9%) |
| 50 | C Citigroup Inc | $31.6M | 244.3K | 0.55% | Trimmed(-4.0%) |