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Summit Trail Advisors’s EPAM Systems EPAM Stock Holding History

Summit Trail Advisors’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 		$986K Buy
12,426
+4,412
+55% +$466K 0.01% 1000
2026
Q1 		$1.09M Sell
8,014
-2,927
-27% -$500K 0.02% 900
2025
Q4 		$2.24M Buy
10,941
+1,698
+18% +$303K 0.04% 342
2025
Q3 		$1.39M Buy
9,243
+7,923
+600% +$1.3M 0.02% 641
2025
Q2 		$233K Buy
+1,320
New +$221K ﹤0.01% 1008
2025
Q1 		– Sell
-1,794
Closed -$419K – 437
2024
Q4 		$419K Buy
1,794
+642
+56% +$143K 0.02% 246
2024
Q3 		$229K Sell
1,152
-70
-6% -$14K 0.01% 637
2024
Q2 		$230K Buy
1,222
+136
+13% +$29K 0.01% 554
2024
Q1 		$300K Buy
1,086
+156
+17% +$45.9K 0.01% 459
2023
Q4 		$277K Sell
930
-98
-10% -$24.9K 0.01% 418
2023
Q3 		$263K Buy
+1,028
New +$254K 0.01% 414

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's EPAM Position: Q2 2026 in Review

Summit Trail Advisors increased its EPAM Systems (EPAM) stake by 55% in Q2 2026, buying an estimated $466K and bringing the position to 12,426 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #1000.

Summit Trail Advisors first reported a position in EPAM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2025. 441 funds tracked by Wall St. Rank hold EPAM as of Q2 2026.

  • Summit Trail Advisors held 12,426 shares of EPAM Systems worth $986K as of Q2 2026.
  • Summit Trail Advisors bought 4,412 EPAM Systems shares in Q2 2026, an estimated $466K.
  • EPAM Systems made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1000 holding.
  • Summit Trail Advisors first reported a position in EPAM Systems in Q3 2023 and has held it in 11 quarters since.
  • Summit Trail Advisors's EPAM Systems position peaked at $2.24M in Q4 2025.
  • 441 funds tracked by Wall St. Rank held EPAM Systems as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.