Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEDGE CAPITAL MANAGEMENT L L P/NC (CIK 1015308) reported $5.42B across 526 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNX ($65.3M, 1.20%), DELL ($65.1M, 1.20%), CW ($61.3M, 1.13%), FN ($60.3M, 1.11%), NXT ($60.3M, 1.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNX | Td Synnex Corporation | $65.3M | 1.20% | 386,903 | Trimmed |
| 2 | DELL | Dell Technologies Inc Cl C | $65.1M | 1.20% | 396,755 | Trimmed |
| 3 | CW | Curtiss-Wright Corp | $61.3M | 1.13% | 90,045 | Trimmed |
| 4 | FN | Fabrinet | $60.3M | 1.11% | 115,550 | Trimmed |
| 5 | NXT | Nextpower Inc | $60.3M | 1.11% | 500,485 | Trimmed |
| 6 | KLAC | KLA-Tencor Corp | $60.0M | 1.11% | 40,757 | Trimmed |
| 7 | JBL | Jabil Inc | $60.3M | 1.11% | 227,047 | Trimmed |
| 8 | CSCO | Cisco Systems Inc | $59.9M | 1.11% | 771,735 | Trimmed |
| 9 | GOOGL | Alphabet Inc Cap Stock Cl A | $59.7M | 1.10% | 207,755 | Trimmed |
| 10 | TXN | Texas Instruments Inc | $58.5M | 1.08% | 301,380 | Added |
| 11 | NTAP | NetApp Inc | $58.0M | 1.07% | 566,483 | Added |
| 12 | LMT | Lockheed Martin Corp | $57.9M | 1.07% | 95,859 | Added |
| 13 | KEYS | Keysight Technologies Inc | $58.0M | 1.07% | 205,551 | Trimmed |
| 14 | AMAT | Applied Materials Inc | $58.0M | 1.07% | 169,790 | Added |
| 15 | LDOS | Leidos Holdings Inc | $57.1M | 1.05% | 367,367 | Added |
| 16 | MSFT | Microsoft Corp | $56.5M | 1.04% | 152,752 | Added |
| 17 | ADSK | Autodesk Inc | $56.6M | 1.04% | 236,393 | Added |
| 18 | TEL | TE Connectivity PLC | $55.8M | 1.03% | 266,866 | Trimmed |
| 19 | STX | Seagate Technology Hldngs PLC | $55.6M | 1.03% | 141,881 | Trimmed |
| 20 | SSNC | SS&C Technologies Holdings Inc | $55.9M | 1.03% | 826,841 | Added |
| 21 | LRCX | Lam Research Corp New | $56.0M | 1.03% | 262,308 | Trimmed |
| 22 | DBX | DROPBOX INC | $54.0M | 1.00% | 2.4M | Added |
| 23 | CDNS | Cadence Design Systems Inc | $53.9M | 1.00% | 194,144 | Added |
| 24 | APH | Amphenol Corp | $53.4M | 0.99% | 422,830 | Trimmed |
| 25 | CPAY | Corpay Inc | $53.1M | 0.98% | 182,341 | New |
Source: SEC Form 13F filings · as of 2026-03-31