Wedge Capital Management L L P/nc

Investment Portfolio & 13F Holdings Analysis

About

WEDGE CAPITAL MANAGEMENT L L P/NC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 512 holdings worth $5.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 512
Total Value: 5163780777
Accession Number: 0001015308-25-000005
Form Type: 13F-HR
CIK: 0001015308
Manager Name: Wedge Capital Management L L P/nc

Data Enrichment

99% identified

508 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

512 positions • $5,163,780.777K total value

512 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

278386(-3.3%)

Value:

$61.8B(-14.2%)

SS&C Technologies Holdings Inc

SSNC|78467J100

707105(+1135.3%)

Value:

$59.1B(+1261.6%)

GoDaddy Inc.

GDDY|380237107

326689(-5.5%)

Value:

$58.8B(-13.7%)

AMDOCS LTD

DOX|G02602103

639939(-21.8%)

Value:

$58.6B(-15.9%)

MICROSOFT CORP

MSFT|594918104

155298(-1.8%)

Value:

$58.3B(-12.5%)

INTUIT INC.

INTU|461202103

94327(-6.6%)

Value:

$57.9B(-8.7%)

DROPBOX, INC.

DBX|26210C104

2141026(+1640.3%)

Value:

$57.2B(+1447.3%)

PAYCHEX INC

PAYX|704326107

369134(-19.0%)

Value:

$56.9B(-10.9%)

COMMVAULT SYSTEMS INC

CVLT|204166102

360355(+1936.0%)

Value:

$56.8B(+2028.4%)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

110141(-21.9%)

Value:

$56.4B(-14.8%)

KLA CORP

KLAC|482480100

82125(-21.6%)

Value:

$55.8B(-15.5%)

Autodesk, Inc.

ADSK|052769106

212788

Value:

$55.7B

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

218771(-0.2%)

Value:

$55.6B(-15.6%)

CURTISS WRIGHT CORP

CW|231561101

175368

Value:

$55.6B

CISCO SYSTEMS, INC.

CSCO|17275R102

896161(-19.9%)

Value:

$55.3B(-16.6%)

AMPHENOL CORP /DE/

APH|032095101

835390(-8.1%)

Value:

$54.8B(-13.2%)

Fortinet, Inc.

FTNT|34959E109

568670(-21.3%)

Value:

$54.7B(-19.8%)

Alphabet Inc.

GOOGL|02079K305

351329(-7.8%)

Value:

$54.3B(-24.6%)

F5, INC.

FFIV|315616102

203349(-24.2%)

Value:

$54.1B(-19.7%)

Meta Platforms, Inc.

META|30303M102

92271(-17.7%)

Value:

$53.2B(-19.0%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	278.4K	QoQ -3.32% (-9.6K) YoY -45.23% (-229.9K)	All Managers (Combined)	$61.8M	QoQ -14.24% (-$10.3M) YoY -29.05% (-$25.3M)
Ss&C Technologies Holdings Inc(SSNCcusip78467J100)	707.1K	QoQ +1135.31% (+649.9K) YoY +1333.41% (+657.8K)	All Managers (Combined)	$59.1M	QoQ +1261.64% (+$54.7M) YoY +1760.08% (+$55.9M)
Godaddy Inc.(GDDYcusip380237107)	326.7K	QoQ -5.46% (-18.9K) YoY +849.62% (+292.3K)	All Managers (Combined)	$58.8M	QoQ -13.72% (-$9.4M) YoY +1341.39% (+$54.8M)
Amdocs Ltd(DOXcusipG02602103)	639.9K	QoQ -21.76% (-178.1K) YoY -29.57% (-268.7K)	All Managers (Combined)	$58.6M	QoQ -15.92% (-$11.1M) YoY -28.69% (-$23.6M)
Microsoft Corp(MSFTcusip594918104)	155.3K	QoQ -1.78% (-2.8K) YoY -23.82% (-48.6K)	All Managers (Combined)	$58.3M	QoQ -12.53% (-$8.4M) YoY -32.03% (-$27.5M)
Intuit Inc.(INTUcusip461202103)	94.3K	QoQ -6.58% (-6.7K) YoY -24.96% (-31.4K)	All Managers (Combined)	$57.9M	QoQ -8.74% (-$5.6M) YoY -29.11% (-$23.8M)
Dropbox, Inc.(DBXcusip26210C104)	2.1M	QoQ +1640.26% (+2.0M) YoY +1604.80% (+2.0M)	All Managers (Combined)	$57.2M	QoQ +1447.34% (+$53.5M) YoY +1773.87% (+$54.1M)
Paychex Inc(PAYXcusip704326107)	369.1K	QoQ -19.02% (-86.7K) YoY -45.88% (-313.0K)	All Managers (Combined)	$56.9M	QoQ -10.90% (-$7.0M) YoY -32.01% (-$26.8M)
Commvault Systems Inc(CVLTcusip204166102)	360.4K	QoQ +1936.01% (+342.7K) YoY +1980.57% (+343.0K)	All Managers (Combined)	$56.8M	QoQ +2028.43% (+$54.2M) YoY +3136.03% (+$55.1M)
Northrop Grumman Corp /De/(NOCcusip666807102)	110.1K	QoQ -21.88% (-30.9K) YoY NEW(+110.1K)	All Managers (Combined)	$56.4M	QoQ -14.77% (-$9.8M) YoY NEW(+$56.4M)
Kla Corp(KLACcusip482480100)	82.1K	QoQ -21.63% (-22.7K) YoY -32.80% (-40.1K)	All Managers (Combined)	$55.8M	QoQ -15.46% (-$10.2M) YoY -34.60% (-$29.5M)
Autodesk, Inc.(ADSKcusip052769106)	212.8K	QoQ NEW(+212.8K) YoY NEW(+212.8K)	All Managers (Combined)	$55.7M	QoQ NEW(+$55.7M) YoY NEW(+$55.7M)
Cadence Design Systems Inc(CDNScusip127387108)	218.8K	QoQ -0.24% (-534) YoY -19.10% (-51.7K)	All Managers (Combined)	$55.6M	QoQ -15.55% (-$10.3M) YoY -33.90% (-$28.5M)
Curtiss Wright Corp(CWcusip231561101)	175.4K	QoQ NEW(+175.4K) YoY +887.82% (+157.6K)	All Managers (Combined)	$55.6M	QoQ NEW(+$55.6M) YoY +1124.52% (+$51.1M)
Cisco Systems, Inc.(CSCOcusip17275R102)	896.2K	QoQ -19.95% (-223.4K) YoY +11446.97% (+888.4K)	All Managers (Combined)	$55.3M	QoQ -16.55% (-$11.0M) YoY +14176.96% (+$54.9M)
Amphenol Corp /De/(APHcusip032095101)	835.4K	QoQ -8.13% (-74.0K) YoY NEW(+835.4K)	All Managers (Combined)	$54.8M	QoQ -13.24% (-$8.4M) YoY NEW(+$54.8M)
Fortinet, Inc.(FTNTcusip34959E109)	568.7K	QoQ -21.32% (-154.1K) YoY -51.32% (-599.6K)	All Managers (Combined)	$54.7M	QoQ -19.84% (-$13.5M) YoY -31.40% (-$25.1M)
Alphabet Inc.(GOOGLcusip02079K305)	351.3K	QoQ -7.76% (-29.6K) YoY +330.84% (+269.8K)	All Managers (Combined)	$54.3M	QoQ -24.65% (-$17.8M) YoY +341.43% (+$42.0M)
F5, Inc.(FFIVcusip315616102)	203.3K	QoQ -24.18% (-64.9K) YoY NEW(+203.3K)	All Managers (Combined)	$54.1M	QoQ -19.72% (-$13.3M) YoY NEW(+$54.1M)
Meta Platforms, Inc.(METAcusip30303M102)	92.3K	QoQ -17.69% (-19.8K) YoY +2424.51% (+88.6K)	All Managers (Combined)	$53.2M	QoQ -18.97% (-$12.5M) YoY +2896.47% (+$51.4M)