Cresset Asset Management’s EPAM Systems EPAM Stock Holding History

Cresset Asset Management’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
2025 Q2	–	Sell	-1,638	Closed	-$277K	–	1540
2025 Q1	$277K	Buy	1,638 +134	+9%	+$29.6K	﹤0.01%	1361
2024 Q4	$352K	Sell	1,504 -4,240	-74%	-$943K	﹤0.01%	1268
2024 Q3	$1.14M	Buy	5,744 +1,131	+25%	+$227K	﹤0.01%	1094
2024 Q2	$868K	Sell	4,613 -864	-16%	-$184K	﹤0.01%	1145
2024 Q1	$1.51M	Buy	5,477 +813	+17%	+$239K	0.01%	790
2023 Q4	$1.39M	Buy	4,664 +94	+2%	+$23.9K	0.01%	744
2023 Q3	$1.17M	Buy	4,570 +1,424	+45%	+$352K	0.01%	778
2023 Q2	$707K	Buy	3,146 +2,404	+324%	+$605K	0.01%	1096
2023 Q1	$222K	Buy	+742	New	+$239K	﹤0.01%	719
2022 Q4	–	Sell	-949	Closed	-$344K	–	789
2022 Q3	$344K	Buy	949 +152	+19%	+$58.1K	﹤0.01%	625
2022 Q2	$235K	Buy	+797	New	+$244K	﹤0.01%	783
2022 Q1	–	Sell	-966	Closed	-$645K	–	1032
2021 Q4	$645K	Buy	966 +537	+125%	+$346K	0.01%	605
2021 Q3	$245K	Sell	429 -246	-36%	-$145K	﹤0.01%	938
2021 Q2	$345K	Buy	675 +57	+9%	+$26.7K	﹤0.01%	713
2021 Q1	$245K	Buy	+618	New	+$226K	﹤0.01%	775
2019 Q2	–	Sell	-659	Closed	-$111K	–	835
2019 Q1	$111K	Buy	659 +334	+103%	+$50.1K	﹤0.01%	524
2018 Q4	$38K	Buy	+325	New	+$39.9K	﹤0.01%	569

Other funds holding EPAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return