WEDGE CAPITAL MANAGEMENT L L P/NC
CIK 1015308
13F filing for Q2 2026・No. 789
- Holdings
- US$6.06B
- Quarter change
- +US$643.96M
- Entries
- 484
- Net bought (estimate)
- −US$58.46M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 35
- Sold out 78
- Cut 286
- Added 163
- Corporate actions 0
- Unchanged 0
Largest holdings
484 stocks worth US$6.06B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| KLACKLA-Tencor CorpCOM | CutSplit 9:1 | 359,277 | US$108.4M | 1.79% |
| AMATApplied Materials IncCOM | Cut | 139,749 | US$101.04M | 1.67% |
| LRCXLam Research Corp NewCOM | Cut | 220,495 | US$95.55M | 1.58% |
| APHAmphenol CorpCOM | Added | 528,324 | US$93.15M | 1.54% |
| GOOGLAlphabetCOM | Added | 233,449 | US$83.43M | 1.38% |
| DELLDell Technologies Inc Cl CCOM | CutSplit 1:2 | 192,093 | US$82.88M | 1.37% |
| DBXDROPBOX INCCOM | Added | 3,005,173 | US$82.55M | 1.36% |
| YOUClear Secure Inc Cl ACOM | New | 1,481,104 | US$82.54M | 1.36% |
| ANETArista Networks IncCOM | Added | 485,198 | US$82.43M | 1.36% |
| JBLJabil IncCOM | Cut | 212,241 | US$81.81M | 1.35% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.