Root Financial Partners
EPAM icon

Root Financial Partners’s EPAM Systems EPAM Stock Holding History

Root Financial Partners’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 		$6.18K Buy
+57
New +$5.89K ﹤0.01% 2139
2026
Q2 		– Sell
-70
Closed -$9.48K – 1251
2026
Q1 		$9.48K Sell
70
-23
-25% -$3.93K ﹤0.01% 1708
2025
Q4 		$19.1K Buy
93
+28
+43% +$4.99K ﹤0.01% 1210
2025
Q3 		$9.8K Buy
+65
New +$10.7K ﹤0.01% 1456

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

Root Financial Partners's EPAM Position: Q3 2026 in Review

Root Financial Partners opened a new position in EPAM Systems (EPAM) in Q3 2026: 57 shares worth $6.18K. The stake represents ﹤0.01% of the portfolio and ranks #2139 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EPAM as recently as Q1 2026.

Root Financial Partners first reported a position in EPAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.1K in Q4 2025. 365 funds tracked by Wall St. Rank hold EPAM as of Q3 2026.

  • Root Financial Partners held 57 shares of EPAM Systems worth $6.18K as of Q3 2026.
  • EPAM Systems was a new Root Financial Partners position in Q3 2026.
  • EPAM Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2139 holding.
  • Root Financial Partners first reported a position in EPAM Systems in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's EPAM Systems position peaked at $19.1K in Q4 2025.
  • 365 funds tracked by Wall St. Rank held EPAM Systems as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.