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Cape Investment Advisory’s EPAM Systems EPAM Stock Holding History

Cape Investment Advisory’s Portfolio EPAM Stock Details EPAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14
Closed -$2.87K – 491
2025
Q4 		$2.87K Hold
14
– – ﹤0.01% 1036
2025
Q3 		$2.11K Hold
14
– – ﹤0.01% 669
2025
Q2 		$2.48K Sell
14
-11
-44% -$1.84K ﹤0.01% 904
2025
Q1 		$4.22K Sell
25
-11
-31% -$2.43K ﹤0.01% 788
2024
Q4 		$8.42K Sell
36
-15
-29% -$3.34K ﹤0.01% 620
2024
Q3 		$10.2K Buy
+51
New +$10.2K ﹤0.01% 560

Other funds holding EPAM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cape Investment Advisory's EPAM Position: Q1 2026 in Review

Cape Investment Advisory sold out of EPAM Systems (EPAM) in Q1 2026, closing a stake of 14 shares — an estimated $2.87K sold.

Cape Investment Advisory first reported a position in EPAM in Q3 2024 and held it in 6 quarters. The position peaked at $10.2K in Q3 2024. 531 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Cape Investment Advisory reported no remaining EPAM Systems position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 14 EPAM Systems shares in Q1 2026, an estimated $2.87K.
  • Cape Investment Advisory first reported a position in EPAM Systems in Q3 2024 and held it in 6 quarters.
  • Cape Investment Advisory's EPAM Systems position peaked at $10.2K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.