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
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 		$4.51M 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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $341M AUM 28.74% 1-Year Est. Return

Rockefeller Capital Management's EPAM Position: Q2 2026 in Review

Rockefeller Capital Management reduced its EPAM Systems (EPAM) stake by 2.7% in Q2 2026, selling an estimated $5.07K and leaving 1,747 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

Rockefeller Capital Management first reported a position in EPAM in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.51M in Q4 2021. 440 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Rockefeller Capital Management held 1,747 shares of EPAM Systems worth $139K as of Q2 2026.
  • Rockefeller Capital Management sold 48 EPAM Systems shares in Q2 2026, an estimated $5.07K.
  • EPAM Systems made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2799 holding.
  • Rockefeller Capital Management first reported a position in EPAM Systems in Q4 2018 and has held it in 23 quarters since.
  • Rockefeller Capital Management's EPAM Systems position peaked at $4.51M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.