NewEdge Advisors’s EPAM Systems EPAM Stock Holding History

NewEdge Advisors’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	$3.97M	Buy	29,332 +7,367	+34%	+$1.26M	0.01%	787
2025 Q4	$4.5M	Buy	21,965 +7,204	+49%	+$1.28M	0.02%	700
2025 Q3	$2.23M	Buy	14,761 +1,563	+12%	+$257K	0.01%	959
2025 Q2	$2.33M	Buy	13,198 +3,366	+34%	+$563K	0.01%	863
2025 Q1	$1.66M	Buy	9,832 +9,641	+5,048%	+$2.13M	0.01%	938
2024 Q4	$44.7K	Hold	191	–	–	﹤0.01%	2558
2024 Q3	$38K	Sell	191 -1	-0.5%	-$200	﹤0.01%	2522
2024 Q2	$36.1K	Buy	192 +121	+170%	+$25.8K	﹤0.01%	2446
2024 Q1	$19.6K	Sell	71 -37	-34%	-$10.9K	﹤0.01%	2634
2023 Q4	$32.1K	Sell	108 -67	-38%	-$17K	﹤0.01%	2386
2023 Q3	$44.7K	Buy	175 +11	+7%	+$2.72K	﹤0.01%	2124
2023 Q2	$36.9K	Sell	164 -592	-78%	-$149K	﹤0.01%	2183
2023 Q1	$226K	Buy	756 +27	+4%	+$8.7K	﹤0.01%	1494
2022 Q4	$893	Sell	729 -33	-4%	-$11.2K	﹤0.01%	3063
2022 Q3	$276K	Buy	+762	New	+$292K	﹤0.01%	1245
2022 Q1	–	Sell	-1,774	Closed	-$1.19M	–	1295
2021 Q4	$1.19M	Sell	1,774 -1,935	-52%	-$1.25M	0.02%	644
2021 Q3	$2.12M	Buy	3,709 +315	+9%	+$185K	0.05%	309
2021 Q2	$1.73M	Buy	3,394 +2,859	+534%	+$1.34M	0.05%	346
2021 Q1	$212K	Buy	+535	New	+$196K	0.01%	926

Other funds holding EPAM

Capital World Investors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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