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Rothschild Investment LLC’s EPAM Systems EPAM Stock Holding History

Rothschild Investment LLC’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 		– Sell
-470
Closed -$63.6K – 3669
2026
Q1 		$63.6K Buy
470
+311
+196% +$53.2K ﹤0.01% 1051
2025
Q4 		$32.6K Buy
159
+54
+51% +$9.63K ﹤0.01% 1155
2025
Q3 		$15.8K Sell
105
-8
-7% -$1.31K ﹤0.01% 1301
2025
Q2 		$20K Buy
113
+50
+79% +$8.36K ﹤0.01% 1021
2025
Q1 		$10.6K Buy
63
+16
+34% +$3.53K ﹤0.01% 1157
2024
Q4 		$11K Sell
47
-48
-51% -$10.7K ﹤0.01% 1131
2024
Q3 		$18.9K Buy
95
+68
+252% +$13.6K ﹤0.01% 1012
2024
Q2 		$5.08K Sell
27
-140
-84% -$29.9K ﹤0.01% 1207
2024
Q1 		$46.1K Buy
167
+4
+2% +$1.18K ﹤0.01% 745
2023
Q4 		$48.5K Buy
+163
New +$41.4K ﹤0.01% 662

Other funds holding EPAM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Rothschild Investment LLC's EPAM Position: Q2 2026 in Review

Rothschild Investment LLC sold out of EPAM Systems (EPAM) in Q2 2026, closing a stake of 470 shares — an estimated $63.6K sold.

Rothschild Investment LLC first reported a position in EPAM in Q4 2023 and held it in 10 quarters. The position peaked at $63.6K in Q1 2026. 173 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Rothschild Investment LLC reported no remaining EPAM Systems position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 470 EPAM Systems shares in Q2 2026, an estimated $63.6K.
  • Rothschild Investment LLC first reported a position in EPAM Systems in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's EPAM Systems position peaked at $63.6K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.