Creative Planning’s EPAM Systems EPAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.47M | Buy |
25,617
+10,758
| +72% | +$1.84M | ﹤0.01% | 1459 |
|
|
2025
Q4 | $3.04M | Buy |
14,859
+4,258
| +40% | +$759K | ﹤0.01% | 1372 |
|
|
2025
Q3 | $1.6M | Buy |
10,601
+2,417
| +30% | +$397K | ﹤0.01% | 1721 |
|
|
2025
Q2 | $1.45M | Sell |
8,184
-110
| -1% | -$18.4K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $1.4M | Buy |
8,294
+363
| +5% | +$80.1K | ﹤0.01% | 1448 |
|
|
2024
Q4 | $1.85M | Buy |
7,931
+753
| +10% | +$168K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $1.43M | Buy |
7,178
+3,604
| +101% | +$722K | ﹤0.01% | 1270 |
|
|
2024
Q2 | $672K | Buy |
3,574
+907
| +34% | +$193K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $737K | Buy |
2,667
+151
| +6% | +$44.4K | ﹤0.01% | 1569 |
|
|
2023
Q4 | $748K | Sell |
2,516
-535
| -18% | -$136K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $780K | Buy |
3,051
+1,350
| +79% | +$334K | ﹤0.01% | 1288 |
|
|
2023
Q2 | $382K | Buy |
1,701
+411
| +32% | +$104K | ﹤0.01% | 1727 |
|
|
2023
Q1 | $386K | Sell |
1,290
-889
| -41% | -$286K | ﹤0.01% | 1643 |
|
|
2022
Q4 | $714K | Buy |
2,179
+157
| +8% | +$53.4K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $732K | Buy |
2,022
+351
| +21% | +$134K | ﹤0.01% | 1113 |
|
|
2022
Q2 | $493K | Buy |
1,671
+620
| +59% | +$189K | ﹤0.01% | 1326 |
|
|
2022
Q1 | $311K | Buy |
1,051
+385
| +58% | +$151K | ﹤0.01% | 1618 |
|
|
2021
Q4 | $445K | Buy |
666
+78
| +13% | +$50.2K | ﹤0.01% | 1385 |
|
|
2021
Q3 | $335K | Buy |
+588
| New | +$346K | ﹤0.01% | 1522 |
|
|
2021
Q2 | – | Sell |
-845
| Closed | -$335K | – | 2222 |
|
|
2021
Q1 | $335K | Buy |
+845
| New | +$309K | ﹤0.01% | 1722 |
|
|
2020
Q4 | – | Sell |
-1,005
| Closed | -$325K | – | 2383 |
|
|
2020
Q3 | $325K | Buy |
+1,005
| New | +$300K | ﹤0.01% | 1370 |
|
|
2020
Q1 | – | Sell |
-4,680
| Closed | -$993K | – | 1932 |
|
|
2019
Q4 | $993K | Sell |
4,680
-891
| -16% | -$175K | ﹤0.01% | 793 |
|
|
2019
Q3 | $1.02M | Buy |
5,571
+1,880
| +51% | +$354K | ﹤0.01% | 751 |
|
|
2019
Q2 | $639K | Buy |
3,691
+82
| +2% | +$14.1K | ﹤0.01% | 948 |
|
|
2019
Q1 | $610K | Buy |
3,609
+1,634
| +83% | +$245K | ﹤0.01% | 937 |
|
|
2018
Q4 | $229K | Sell |
1,975
-1,643
| -45% | -$202K | ﹤0.01% | 1400 |
|
|
2018
Q3 | $498K | Buy |
3,618
+846
| +31% | +$114K | ﹤0.01% | 1080 |
|
|
2018
Q2 | $345K | Buy |
2,772
+873
| +46% | +$105K | ﹤0.01% | 1282 |
|
|
2018
Q1 | $217K | Buy |
+1,899
| New | +$217K | ﹤0.01% | 1554 |
|
|
2017
Q3 | – | Sell |
-2,659
| Closed | -$224K | – | 2417 |
|
|
2017
Q2 | $224K | Buy |
2,659
+641
| +32% | +$51.5K | ﹤0.01% | 1452 |
|
|
2017
Q1 | $152K | Buy |
2,018
+1,850
| +1,101% | +$129K | ﹤0.01% | 1669 |
|
|
2016
Q4 | $11K | Sell |
168
-667
| -80% | -$42.8K | ﹤0.01% | 3478 |
|
|
2016
Q3 | $58K | Buy |
835
+600
| +255% | +$40.8K | ﹤0.01% | 2240 |
|
|
2016
Q2 | $15K | Buy |
235
+35
| +18% | +$2.55K | ﹤0.01% | 2978 |
|
|
2016
Q1 | $15K | Sell |
200
-175
| -47% | -$12.1K | ﹤0.01% | 2954 |
|
|
2015
Q4 | $29K | Buy |
375
+225
| +150% | +$17.6K | ﹤0.01% | 2568 |
|
|
2015
Q3 | $11K | Buy |
+150
| New | +$10.8K | ﹤0.01% | 3134 |
|
|
2015
Q2 | – | Sell |
-1,500
| Closed | -$92K | – | 1653 |
|
|
2015
Q1 | $92K | Buy |
1,500
+100
| +7% | +$5.43K | ﹤0.01% | 1622 |
|
|
2014
Q4 | $67K | Sell |
1,400
-600
| -30% | -$28.3K | ﹤0.01% | 1803 |
|
|
2014
Q3 | $88K | Buy |
2,000
+1,000
| +100% | +$39.6K | ﹤0.01% | 1560 |
|
|
2014
Q2 | $44K | Buy |
+1,000
| New | +$37.8K | ﹤0.01% | 1945 |
|
Other funds holding EPAM
VCM
VPM
Creative Planning's EPAM Position: Q1 2026 in Review
Creative Planning increased its EPAM Systems (EPAM) stake by 72% in Q1 2026, buying an estimated $1.84M and bringing the position to 25,617 shares worth $3.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1459.
Creative Planning first reported a position in EPAM in Q2 2014 and has held it in 41 quarters since. 526 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.
- Creative Planning held 25,617 shares of EPAM Systems worth $3.47M as of Q1 2026.
- Creative Planning bought 10,758 EPAM Systems shares in Q1 2026, an estimated $1.84M.
- EPAM Systems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1459 holding.
- Creative Planning first reported a position in EPAM Systems in Q2 2014 and has held it in 41 quarters since.
- 526 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.