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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
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

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

Root Financial Partners's EPAM Position: Q1 2026 in Review

Root Financial Partners reduced its EPAM Systems (EPAM) stake by 25% in Q1 2026, selling an estimated $3.93K and leaving 70 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Root Financial Partners first reported a position in EPAM in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q4 2025. 527 funds tracked by Wall St. Rank hold EPAM as of Q1 2026.

  • Root Financial Partners held 70 shares of EPAM Systems worth $9.48K as of Q1 2026.
  • Root Financial Partners sold 23 EPAM Systems shares in Q1 2026, an estimated $3.93K.
  • EPAM Systems made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1708 holding.
  • Root Financial Partners first reported a position in EPAM Systems in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's EPAM Systems position peaked at $19.1K in Q4 2025.
  • 527 funds tracked by Wall St. Rank held EPAM Systems as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.