O'Shaughnessy Asset Management’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	$342K	Buy	2,525 +667	+36%	+$114K	﹤0.01%	1719
2025 Q4	$381K	Buy	+1,858	New	+$331K	﹤0.01%	1648
2025 Q3	–	Sell	-5,598	Closed	-$990K	–	2590
2025 Q2	$990K	Sell	5,598 -634	-10%	-$106K	0.01%	1065
2025 Q1	$1.05M	Buy	6,232 +322	+5%	+$71K	0.01%	965
2024 Q4	$1.38M	Buy	+5,910	New	+$1.31M	0.01%	807
2022 Q4	–	Sell	-1,146	Closed	-$415K	–	1412
2022 Q3	$415K	Buy	1,146 +446	+64%	+$171K	0.01%	806
2022 Q2	$206K	Sell	700 -628	-47%	-$192K	﹤0.01%	1021
2022 Q1	$394K	Sell	1,328 -3,779	-74%	-$1.48M	0.01%	799
2021 Q4	$3.41M	Buy	5,107 +279	+6%	+$180K	0.06%	277
2021 Q3	$2.75M	Buy	4,828 +3,445	+249%	+$2.03M	0.06%	265
2021 Q2	$707K	Buy	1,383 +1,335	+2,781%	+$626K	0.01%	561
2021 Q1	$19K	Buy	48 +7	+17%	+$2.56K	﹤0.01%	1644
2020 Q4	$15K	Sell	41 -2	-5%	-$667	﹤0.01%	1465
2020 Q3	$14K	Buy	43 +17	+65%	+$5.08K	﹤0.01%	1302
2020 Q2	$7K	Buy	26 +3	+13%	+$660	﹤0.01%	1317
2020 Q1	$4K	Sell	23 -4	-15%	-$864	﹤0.01%	1097
2019 Q4	$6K	Buy	27 +6	+29%	+$1.18K	﹤0.01%	1411
2019 Q3	$4K	Buy	21 +1	+5%	+$188	﹤0.01%	828
2019 Q2	$3K	Buy	+20	New	+$3.44K	﹤0.01%	835
2014 Q3	–	Sell	-41	Closed	-$2K	–	994
2014 Q2	$2K	Hold	41	–	–	﹤0.01%	897
2014 Q1	$1K	Hold	41	–	–	﹤0.01%	933
2013 Q4	$1K	Hold	41	–	–	﹤0.01%	937
2013 Q3	$1K	Buy	+41	New	+$1.26K	﹤0.01%	905