Wedge Capital Management L L P holds a diversified book of 484 stocks worth $6.1B as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Clear Secure Inc -Class A and trimmed Applied Materials Inc. Their largest long position is Kla Corp at 2% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wedge Capital Management L L P
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $275.3B |
| Swiss Life Asset Management Ltd | 80 / 80 | $4.2B |
| Vanguard Personalized Indexing Management, LLC | 80 / 80 | $1.9B |
| Arax Advisory Partners | 80 / 80 | $763.6M |
| Integrated Wealth Concepts LLC | 80 / 80 | $616.5M |
| Clearstead Advisors, LLC | 80 / 80 | $558.1M |
| Advisory Services Network, LLC | 80 / 80 | $491.4M |
| GAMMA Investing LLC | 80 / 80 | $337.2M |
Ranked by how many of Wedge Capital Management L L P's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | KLA-Tencor Corp COM | $108.4M | 359.3K | 1.8% | ▲+782% Added · +319K sh | |
| 2 | Applied Materials Inc COM | $101.0M | 139.7K | 1.7% | ▼−18% Reduced · −30K sh | |
| 3 | Lam Research Corp New COM | $95.5M | 220.5K | 1.6% | ▼−16% Reduced · −42K sh | |
| 4 | Amphenol Corp COM | $93.2M | 528.3K | 1.5% | ▲+25% Added · +105K sh | |
| 5 | Alphabet Inc Cap Stock Cl A COM | $83.4M | 233.4K | 1.4% | ▲+12% Added · +26K sh | |
| 6 | Dell Technologies Inc Cl C COM | $82.9M | 192.1K | 1.4% | ▼−52% Reduced · −205K sh | |
| 7 | Dropbox Inc COM | $82.6M | 3.01M | 1.4% | ▲+26% Added · +627K sh | |
| 8 | Clear Secure Inc Cl A COM | $82.5M | 1.48M | 1.4% | ▲New New position | |
| 9 | Arista Networks Inc COM | $82.4M | 485.2K | 1.4% | ▲+12% Added · +54K sh | |
| 10 | Jabil Inc COM | $81.8M | 212.2K | 1.3% | ▼−6.5% Reduced · −15K sh | |
| 11 | Keysight Technologies Inc COM | $80.6M | 230.1K | 1.3% | ▲+12% Added · +25K sh | |
| 12 | Curtiss-Wright Corp COM | $80.0M | 105.6K | 1.3% | ▲+17% Added · +16K sh | |
| 13 | Texas Instruments Inc COM | $79.3M | 266.0K | 1.3% | ▼−12% Reduced · −35K sh | |
| 14 | Td Synnex Corporation COM | $77.8M | 291.0K | 1.3% | ▼−25% Reduced · −96K sh | |
| 15 | SS&C Technologies Holdings Inc COM | $77.6M | 1.25M | 1.3% | ▲+51% Added · +423K sh | |
| 16 | Lockheed Martin Corp COM | $75.6M | 148.4K | 1.2% | ▲+55% Added · +53K sh | |
| 17 | Microsoft Corp COM | $75.3M | 201.9K | 1.2% | ▲+32% Added · +49K sh | |
| 18 | Seagate Technology Hldngs PLC COM | $74.9M | 77.7K | 1.2% | ▼−45% Reduced · −64K sh | |
| 19 | Corpay Inc COM | $74.2M | 222.7K | 1.2% | ▲+22% Added · +40K sh | |
| 20 | Fabrinet COM | $72.4M | 128.8K | 1.2% | ▲+11% Added · +13K sh | |
| 21 | Arrow Electrs Inc COM | $72.3M | 338.8K | 1.2% | ▲New New position | |
| 22 | Cisco Systems Inc COM | $71.9M | 611.9K | 1.2% | ▼−21% Reduced · −160K sh | |
| 23 | Nextpower Inc COM | $71.6M | 600.7K | 1.2% | ▲+20% Added · +100K sh | |
| 24 | NetApp Inc COM | $70.8M | 457.4K | 1.2% | ▼−19% Reduced · −109K sh | |
| 25 | TE Connectivity PLC COM | $70.4M | 349.3K | 1.2% | ▲+31% Added · +82K sh | |
| 26 | Autodesk Inc COM | $68.8M | 354.0K | 1.1% | ▲+50% Added · +118K sh | |
| 27 | Life Time Group Holdings Inc C COM | $43.2M | 1.06M | 0.7% | ▼−16% Reduced · −209K sh | |
| 28 | Royalty Pharma Plc Class A COM | $43.2M | 770.4K | 0.7% | ▼−14% Reduced · −120K sh | |
| 29 | Carnival Corp Ltd Common Share COM | $41.5M | 1.45M | 0.7% | ▲New New position | |
| 30 | DaVita Inc COM | $41.4M | 186.2K | 0.7% | ▼−23% Reduced · −55K sh | |
| 31 | Tenet Healthcare Corp New COM | $41.4M | 221.5K | 0.7% | ▲+38% Added · +60K sh | |
| 32 | Expedia Group Inc COM | $40.0M | 156.4K | 0.7% | ▲+27% Added · +34K sh | |
| 33 | Reinsurance Group of America I COM | $38.2M | 179.4K | 0.6% | ▲11× Added · +163K sh | |
| 34 | Ally Financial Inc COM | $37.7M | 821.0K | 0.6% | ▼−4.8% Reduced · −41K sh | |
| 35 | Synchrony Financial COM | $37.7M | 495.3K | 0.6% | ▲+4.4% Added · +21K sh | |
| 36 | Ralph Lauren Corp COM | $37.6M | 93.6K | 0.6% | ▼−0.1% Reduced · −93 sh | |
| 37 | Principal Financial Group Inc COM | $37.4M | 347.1K | 0.6% | ▼−11% Reduced · −43K sh | |
| 38 | Victorias Secret And Co Common COM | $37.3M | 446.7K | 0.6% | ▲New New position | |
| 39 | T. Rowe Price Group Inc COM | $36.5M | 321.5K | 0.6% | ▲+2.0% Added · +6K sh | |
| 40 | Valley National Bancorp COM | $36.4M | 2.49M | 0.6% | ▼−4.8% Reduced · −127K sh | |
| 41 | Tapestry Inc COM | $36.4M | 248.7K | 0.6% | ▲+0.8% Added · +2K sh | |
| 42 | Zions Bancorporation COM | $36.3M | 524.8K | 0.6% | ▼−3.6% Reduced · −19K sh | |
| 43 | Voya Financial Inc COM | $36.2M | 400.2K | 0.6% | ▼−8.9% Reduced · −39K sh | |
| 44 | Murphy USA Inc COM | $36.2M | 67.2K | 0.6% | ▲New New position | |
| 45 | Citigroup Inc COM | $35.6M | 254.6K | 0.6% | ▼−6.7% Reduced · −18K sh | |
| 46 | Tyson Foods Inc COM | $35.6M | 621.6K | 0.6% | ▲+11% Added · +59K sh | |
| 47 | Garmin Ltd COM | $35.4M | 149.1K | 0.6% | ▼−1.4% Reduced · −2K sh | |
| 48 | State Street Corp COM | $35.4M | 208.7K | 0.6% | ▼−17% Reduced · −42K sh | |
| 49 | Prudential Financial Inc COM | $35.1M | 325.3K | 0.6% | ▲+8.7% Added · +26K sh | |
| 50 | Fox Corporation COM | $35.0M | 748.2K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1015308/holdings"
Use Arkolith to show WEDGE CAPITAL MANAGEMENT L L P/NC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 484 | $6.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 527 | $5.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 511 | $5.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 525 | $5.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 509 | $5.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 512 | $5.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 508 | $5.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 498 | $5.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 481 | $5.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 493 | $6.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 1, 2024 | 484 | $5.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 13, 2023 | 489 | $5.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 505 | $6.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 426 | $5.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 418 | $6.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 403 | $5.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 11, 2022 | 406 | $6.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 418 | $7.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 24, 2022 | 413 | $8.1B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 14, 2021 | 401 | $7.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 14, 2021 | 393 | $8.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 12, 2021 | 528 | $8.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 8, 2021 | 563 | $8.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 8, 2020 | 531 | $7.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.