WEDGE CAPITAL MANAGEMENT L L P/NC
Follow13F filer, CIK 1015308, CHARLOTTE, NC
WEDGE CAPITAL MANAGEMENT L L P/NC reported $5,418,534,649 across 527 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-13. Its ten largest share positions make up 11.27% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001015308-26-000004
- Period
- 2026-03-31
- Reported value
- $5.42B
- Holdings
- 527
- Top 10 weight
- 11.27%
- New
- 52
- Sold out
- 36
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LMTadded | +95,423 | $57.7M |
| AMATadded | +168,229 | $57.5M |
| CPAYnew | +182,341 | $53.1M |
| TXNadded | +253,587 | $49.2M |
| TSNadded | +478,274 | $30.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ZMexited | -710,304 | -$61.3M |
| IDCCexited | -179,364 | -$57.1M |
| METAreduced | -91,971 | -$52.6M |
| INTUreduced | -90,421 | -$39.1M |
| WYNNexited | -288,148 | -$34.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2026
Share positions as resolved from 13F-HR 0001015308-26-000004, largest first. % of portfolio is the value over $5,418,534,649, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| PANWPALO ALTO NETWORKS INC | 1,733 | $278K | 0.01% | +366 | Timeline | ||
| BLKBLACKROCK INC | 285 | $274K | 0.01% | +35 | Timeline | ||
| INTUINTUIT | 617 | $267K | <0.01% | -90,421 | Timeline | ||
| GDDYGODADDY INC | 3,163 | $261K | <0.01% | -2,221 | Timeline | ||
| DUKDUKE ENERGY CORP NEW | 1,958 | $256K | <0.01% | +161 | Timeline | ||
| CBCHUBB LIMITED | 776 | $253K | <0.01% | +76 | Timeline | ||
| LAMRLAMAR ADVERTISING CO | 1,982 | $251K | <0.01% | -1,778 | Timeline | ||
| SPGIS&P GLOBAL INC | 587 | $250K | <0.01% | +77 | Timeline | ||
| NOWSERVICENOW INC | 2,383 | $249K | <0.01% | new | Timeline | ||
| GLWCORNING INC | 1,751 | $238K | <0.01% | new | Timeline | ||
| TTTRANE TECHNOLOGIES PLC | 560 | $233K | <0.01% | new | Timeline | ||
| ADBEADOBE INC | 943 | $229K | <0.01% | +57 | Timeline | ||
| NOCNORTHROP GRUMMAN CORP | 333 | $227K | <0.01% | new | Timeline | ||
| WBDWARNER BROS DISCOVERY INC | 8,209 | $225K | <0.01% | new | Timeline | ||
| PLDPROLOGIS INC. | 1,705 | $225K | <0.01% | new | Timeline | ||
| WDCWESTERN DIGITAL CORP | 833 | $225K | <0.01% | new | Timeline | ||
| APPAPPLOVIN CORP | 566 | $225K | <0.01% | +75 | Timeline | ||
| COSTCOSTCO WHOLESALE CORPORATION | 225 | $224K | <0.01% | new | Timeline | ||
| SNDKSANDISK CORP | 347 | $220K | <0.01% | new | Timeline | ||
| CRWDCROWDSTRIKE HLDGS INC | 560 | $219K | <0.01% | new | Timeline | ||
| GDGENERAL DYNAMICS CORP | 628 | $216K | <0.01% | new | Timeline | ||
| ADPAUTOMATIC DATA PROCESSING IN | 1,058 | $215K | <0.01% | +224 | Timeline | ||
| CMECME GROUP INC | 704 | $208K | <0.01% | new | Timeline | ||
| MARMARRIOTT INTL INC NEW | 629 | $206K | <0.01% | new | Timeline | ||
| LHXL3HARRIS TECHNOLOGIES INC | 586 | $202K | <0.01% | new | Timeline | ||
| RCLROYAL CARIBBEAN GROUP | 729 | $201K | <0.01% | new | Timeline | ||
| COTYCOTY INC | 18,096 | $36.4K | <0.01% | new | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ZMZOOM COMMUNICATIONS INC | 710,304 | $61.3M | shares |
| IDCCINTERDIGITAL INC | 179,364 | $57.1M | shares |
| WYNNWYNN RESORTS LTD | 288,148 | $34.7M | shares |
| SLMSLM CORP | 1,129,053 | $30.6M | shares |
| PPLPPL CORP | 457,067 | $16M | shares |
| CIVICIVITAS RESOURCES INC | 357,250 | $9.68M | shares |
| DGDOLLAR GEN CORP | 69,480 | $9.22M | shares |
| PHMPULTE GROUP INC | 58,854 | $6.9M | shares |
| SYYSYSCO CORP | 92,541 | $6.82M | shares |
| AMCOR PLCAMCOR PLC | 711,351 | $5.93M | shares |
| THRTHERMON GROUP HLDGS INC | 142,253 | $5.29M | shares |
| CADECADENCE BANK | 103,866 | $4.45M | shares |
| AVTAVNET INC | 87,259 | $4.2M | shares |
| WLKWESTLAKE CORPORATION | 42,841 | $3.17M | shares |
| NSANATIONAL STORAGE AFFILIATES | 104,480 | $2.95M | shares |
| UCTTULTRA CLEAN HLDGS INC | 111,441 | $2.82M | shares |
| SEMSELECT MED HLDGS CORP | 186,250 | $2.77M | shares |
| PLUSEPLUS INC | 27,744 | $2.43M | shares |
| ATENA10 NETWORKS INC | 120,897 | $2.14M | shares |
| IIPRINNOVATIVE INDL PPTYS INC | 43,022 | $2.04M | shares |
| FOLDAMICUS THERAPEUTIC | 129,224 | $1.84M | shares |
| CXWCORECIVIC INC | 87,257 | $1.67M | shares |
| UTIUNIVERSAL TECHNICAL INST INC | 63,327 | $1.65M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 16,266 | $1.55M | shares |
| OIIOCEANEERING INTL INC | 60,742 | $1.46M | shares |
| TPHTRI POINTE HOMES INC | 40,700 | $1.28M | shares |
| RAREULTRAGENYX PHARMACEUTICAL IN | 42,302 | $973K | shares |
| USFDUS FOODS HLDG CORP | 12,360 | $931K | shares |
| IARTINTEGRA LIFESCIENCES HLDGS C | 62,675 | $778K | shares |
| ABTABBOTT LABORATORIES | 3,498 | $438K | shares |
| ATKRATKORE INC | 5,640 | $357K | shares |
| EQTEQT CORP | 6,286 | $337K | shares |
| GEVGE VERNOVA INC | 492 | $322K | shares |
| AVBAVALONBAY CMNTYS INC | 1,709 | $310K | shares |
| EXREXTRA SPACE STORAGE INC | 2,321 | $302K | shares |
| CMCSACOMCAST CORP NEW | 7,597 | $227K | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001015308-26-000004 | base | 2026-04-13 | acceptance time not in the bulk data set |