Rockefeller Capital Management
EPAM icon

Rockefeller Capital Management’s EPAM Systems EPAM Stock Holding History

Rockefeller Capital 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
Q3 		$217K Buy
1,999
+252
+14% +$26K ﹤0.01% 2618
2026
Q2 		$139K Sell
1,747
-48
-3% -$5.07K ﹤0.01% 2799
2026
Q1 		$243K Sell
1,795
-349
-16% -$59.7K ﹤0.01% 2377
2025
Q4 		$439K Buy
2,144
+82
+4% +$14.6K ﹤0.01% 1981
2025
Q3 		$311K Buy
+2,062
New +$339K ﹤0.01% 2005
2023
Q3 		– Sell
-3,146
Closed -$707K – 1576
2023
Q2 		$707K Sell
3,146
-3,976
-56% -$1M ﹤0.01% 1222
2023
Q1 		$2.13M Sell
7,122
-225
-3% -$72.5K 0.01% 794
2022
Q4 		$2.41M Buy
7,347
+130
+2% +$44.2K 0.01% 692
2022
Q3 		$2.61M Buy
7,217
+525
+8% +$201K 0.01% 686
2022
Q2 		$1.97M Buy
6,692
+111
+2% +$33.9K 0.01% 773
2022
Q1 		$1.95M Sell
6,581
-174
-3% -$68.2K 0.01% 808
2021
Q4 		$4.52M Sell
6,755
-10
-0.1% -$6.44K 0.02% 572
2021
Q3 		$3.86M Buy
6,765
+81
+1% +$47.7K 0.02% 553
2021
Q2 		$3.41M Buy
6,684
+5,172
+342% +$2.42M 0.02% 565
2021
Q1 		$599K Sell
1,512
-5
-0.3% -$1.83K ﹤0.01% 967
2020
Q4 		$543K Buy
1,517
+33
+2% +$11K ﹤0.01% 882
2020
Q3 		$479K Buy
1,484
+25
+2% +$7.46K ﹤0.01% 804
2020
Q2 		$368K Sell
1,459
-153
-9% -$33.7K ﹤0.01% 796
2020
Q1 		$299K Sell
1,612
-56
-3% -$12.1K ﹤0.01% 722
2019
Q4 		$354K Hold
1,668
– – ﹤0.01% 639
2019
Q3 		$304K Buy
1,668
+55
+3% +$10.4K ﹤0.01% 549
2019
Q2 		$279K Buy
1,613
+159
+11% +$27.4K ﹤0.01% 527
2019
Q1 		$246K Buy
1,454
+1,034
+246% +$155K ﹤0.01% 567
2018
Q4 		$49K Buy
+420
New +$51.5K ﹤0.01% 528

Other funds holding EPAM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Aikya Investment Management
Aikya Investment Management London, United Kingdom $337M AUM 15.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockefeller Capital Management's EPAM Position: Q3 2026 in Review

Rockefeller Capital Management increased its EPAM Systems (EPAM) stake by 14% in Q3 2026, buying an estimated $26K and bringing the position to 1,999 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Rockefeller Capital Management first reported a position in EPAM in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.52M in Q4 2021. 365 funds tracked by Wall St. Rank hold EPAM as of Q3 2026.

  • Rockefeller Capital Management held 1,999 shares of EPAM Systems worth $217K as of Q3 2026.
  • Rockefeller Capital Management bought 252 EPAM Systems shares in Q3 2026, an estimated $26K.
  • EPAM Systems made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2618 holding.
  • Rockefeller Capital Management first reported a position in EPAM Systems in Q4 2018 and has held it in 24 quarters since.
  • Rockefeller Capital Management's EPAM Systems position peaked at $4.52M in Q4 2021.
  • 365 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.