Creative Planning
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Creative Planning’s EPAM Systems EPAM Stock Holding History

Creative Planning’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
2014
Q4 		– Sell
-6,000
Closed -$11K – 4197
2014
Q3 		$11K Buy
6,000
+2,000
+50% +$79.3K ﹤0.01% 2884
2014
Q2 		$12K Buy
+4,000
New +$151K ﹤0.01% 2769

Other funds holding EPAM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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.