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Forum Financial Management’s EPAM Systems EPAM Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-1,383
Closed -$283K – 544
2025
Q4 		$283K Sell
1,383
-459
-25% -$81.8K ﹤0.01% 778
2025
Q3 		$278K Sell
1,842
-125
-6% -$20.5K ﹤0.01% 787
2025
Q2 		$348K Buy
+1,967
New +$329K 0.01% 580
2022
Q1 		– Sell
-338
Closed -$226K – 633
2021
Q4 		$226K Buy
+338
New +$218K 0.01% 557

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

Forum Financial Management's EPAM Position: Q1 2026 in Review

Forum Financial Management sold out of EPAM Systems (EPAM) in Q1 2026, closing a stake of 1,383 shares — an estimated $283K sold.

Forum Financial Management first reported a position in EPAM in Q4 2021 and held it in 4 quarters. The position peaked at $348K in Q2 2025. 531 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Forum Financial Management reported no remaining EPAM Systems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,383 EPAM Systems shares in Q1 2026, an estimated $283K.
  • Forum Financial Management first reported a position in EPAM Systems in Q4 2021 and held it in 4 quarters.
  • Forum Financial Management's EPAM Systems position peaked at $348K in Q2 2025.
  • 531 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.