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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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

Rockefeller Capital Management's EPAM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its EPAM Systems (EPAM) stake by 16% in Q1 2026, selling an estimated $59.7K and leaving 1,795 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Rockefeller Capital Management first reported a position in EPAM in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.51M in Q4 2021. 526 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Rockefeller Capital Management held 1,795 shares of EPAM Systems worth $243K as of Q1 2026.
  • Rockefeller Capital Management sold 349 EPAM Systems shares in Q1 2026, an estimated $59.7K.
  • EPAM Systems made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2377 holding.
  • Rockefeller Capital Management first reported a position in EPAM Systems in Q4 2018 and has held it in 22 quarters since.
  • Rockefeller Capital Management's EPAM Systems position peaked at $4.51M in Q4 2021.
  • 526 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.