Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EPAM SYS INC · common stock · Q1 2026 · 7 members disclosed EPAM ↗

13F filers reporting this class for the quarter ended 2026-03-31: 378
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $6.1B
holders whose share count rose or who opened the position (new + add), by shares: 198
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 111

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of EPAM ranked by reported value, 1–25 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	Capital World Investors	$926M	6,840,142	+3,160,552	ADD
2	Invesco Ltd.	$593M	4,378,904	+462,902	ADD
3	BlackRock, Inc.	$554M	4,088,584	−85,663	TRIM
4	VANGUARD CAPITAL MANAGEMENT LLC	$469M	3,463,939	—	NO PRIOR
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$400M	2,957,693	—	NO PRIOR
6	STATE STREET CORP	$302M	2,233,194	−37,720	TRIM
7	Boston Partners	$286M	2,111,221	+406,453	ADD
8	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$205M	1,487,547	+414,610	ADD
9	BRANDES INVESTMENT PARTNERS, LP	$179M	1,325,054	+341,224	ADD
10	MORGAN STANLEY	$151M	1,118,790	+632,970	ADD
11	DIMENSIONAL FUND ADVISORS LP	$145M	1,069,284	+219,388	ADD
12	FIL Ltd	$94.2M	695,510	−18,086	TRIM
13	BANK OF AMERICA CORP /DE/	$84.6M	624,699	+85,480	ADD
14	AQR CAPITAL MANAGEMENT LLC	$79.5M	586,915	+545,666	ADD
15	UBS Group AG	$78.2M	577,279	+405,077	ADD
16	ROYAL BANK OF CANADA	$71.2M	525,913	−26,610	TRIM
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$70.6M	521,549	+19,219	ADD
18	NORTHERN TRUST CORP	$62.5M	461,873	+9,999	ADD
19	FMR LLC	$52.4M	387,343	−291,220	TRIM
20	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$47.2M	348,586	+25,152	ADD
21	TD ASSET MANAGEMENT INC	$44.7M	330,447	−128,811	TRIM
22	VOYA INVESTMENT MANAGEMENT LLC	$44.1M	325,603	+136,342	ADD
23	VANGUARD FIDUCIARY TRUST CO	$41.6M	307,249	—	NO PRIOR
24	Quantinno Capital Management LP	$41.2M	304,325	−6,341	TRIM
25	WELLINGTON MANAGEMENT GROUP LLP	$40.1M	296,326	+91,804	ADD

Show all 500 holders

13F holders of EPAM ranked by reported value, 26–500 of 500 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	Point72 Asset Management, L.P.	$38.0M	280,818	−119,805	TRIM
27	SCHRODER INVESTMENT MANAGEMENT GROUP	$36.1M	265,261	−112,898	TRIM
28	Fiera Capital Corp	$34.1M	251,571	+10,515	ADD
29	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$30.2M	222,969	+20,078	ADD
30	CITIGROUP INC	$29.9M	220,660	+64,307	ADD
31	Nuveen, LLC	$28.5M	210,791	+87,836	ADD
32	DEUTSCHE BANK AG\	$27.9M	206,144	+80,642	ADD
33	BARCLAYS PLC	$27.7M	204,353	+121,264	ADD
34	Epoch Investment Partners, Inc.	$25.3M	187,134	−70,035	TRIM
35	HSBC HOLDINGS PLC	$25.1M	183,468	−85,200	TRIM
36	WELLS FARGO & COMPANY/MN	$20.8M	153,425	+42,906	ADD
37	RAYMOND JAMES FINANCIAL INC	$20.7M	152,871	+63,329	ADD
38	FEDERATED HERMES, INC.	$18.6M	137,611	−66,116	TRIM
39	RWC Asset Management LLP	$15.7M	116,095	+38,566	ADD
40	Vanguard Global Advisers, LLC	$15.7M	115,733	—	NO PRIOR
41	ENVESTNET ASSET MANAGEMENT INC	$15.3M	112,900	+13,839	ADD
42	Amanah Holdings Trust	$14.9M	110,000	0	NO CHANGE
43	Swiss National Bank	$14.8M	109,292	−500	TRIM
44	Corient Private Wealth LLC	$14.1M	104,327	−84,064	TRIM
45	Legal & General Group Plc	$13.7M	100,900	+3,818	ADD
46	WINTON GROUP Ltd	$13.6M	100,306	+355	ADD
47	FIRST TRUST ADVISORS LP	$13.0M	96,358	−78,176	TRIM
48	OPPENHEIMER ASSET MANAGEMENT INC.	$12.4M	91,560	+33,771	ADD
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$12.4M	91,533	−1,728	TRIM
50	Gotham Asset Management, LLC	$12.2M	90,189	+40,095	ADD
51	Empowered Funds, LLC	$11.9M	87,568	+83,337	ADD
52	ALLIANCEBERNSTEIN L.P.	$11.7M	57,178	−116,529	TRIM
53	Capital International Sarl	$11.4M	84,379	+45,383	ADD
54	CITADEL ADVISORS LLC	$11.4M	83,858	−7,228	TRIM
55	FRONTIER CAPITAL MANAGEMENT CO LLC	$11.0M	80,912	−95,116	TRIM
56	Prana Capital Management, LP	$10.5M	77,394	+70,225	ADD
57	Mitsubishi UFJ Asset Management Co., Ltd.	$10.3M	75,717	+5,574	ADD
58	Distillate Capital Partners LLC	$10.1M	74,848	−565	TRIM
59	PRINCIPAL FINANCIAL GROUP INC	$9.0M	66,491	−88	TRIM
60	Tidal Investments LLC	$8.8M	64,909	+57,039	ADD
61	TWO SIGMA INVESTMENTS, LP	$8.6M	63,862	+32,308	ADD
62	LPL Financial LLC	$8.5M	62,613	+7,174	ADD
63	Leeward Investments, LLC - MA	$8.2M	60,338	+11,291	ADD
64	ROYCE & ASSOCIATES LP	$7.9M	58,400	+4,253	ADD
65	Robeco Institutional Asset Management B.V.	$7.3M	54,000	−4,000	TRIM
66	Amundi	$7.1M	52,495	−53,179	TRIM
67	State of New Jersey Common Pension Fund D	$7.1M	52,108	0	NO CHANGE
68	STIFEL FINANCIAL CORP	$7.0M	51,373	+9,229	ADD
69	Grantham, Mayo, Van Otterloo & Co. LLC	$6.9M	50,877	+5,122	ADD
70	VANGUARD ASSET MANAGEMENT, Ltd	$6.9M	50,604	—	NO PRIOR
71	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$6.4M	47,083	−1,808	TRIM
72	BANK OF MONTREAL /CAN/	$6.2M	45,585	−486	TRIM
73	CAPITAL INTERNATIONAL LTD /CA/	$6.2M	45,535	+23,266	ADD
74	STATE OF WISCONSIN INVESTMENT BOARD	$5.7M	42,100	−1,520	TRIM
75	BW Gestao de Investimentos Ltda.	$5.6M	41,300	−52	TRIM
76	Capital International, Inc./CA/	$5.5M	40,339	+27,522	ADD
77	LAZARD ASSET MANAGEMENT LLC	$5.3M	39,326	+17,737	ADD
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$5.3M	39,172	−3,106	TRIM
79	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$5.3M	38,888	−3,383	TRIM
80	HARDING LOEVNER LP	$5.0M	36,763	+6,152	ADD
81	ICICI Prudential Asset Management Co Ltd	$4.8M	35,323	0	NO CHANGE
82	VICTORY CAPITAL MANAGEMENT INC	$4.8M	35,239	+27,536	ADD
83	AIA Group Ltd	$4.7M	34,357	+18,094	ADD
84	Tejara Capital Ltd	$4.4M	32,780	+32,780	NEW
85	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$4.4M	32,572	+32,572	NEW
86	PRUDENTIAL FINANCIAL INC	$4.4M	32,523	+2,187	ADD
87	Allspring Global Investments Holdings, LLC	$4.0M	29,844	−12,188	TRIM
88	Berger Financial Group, Inc	$4.0M	29,689	+29,689	NEW
89	NewEdge Advisors, LLC	$4.0M	29,332	+7,367	ADD
90	ADAGE CAPITAL PARTNERS GP, L.L.C.	$4.0M	29,300	−600	TRIM
91	Mitsubishi UFJ Trust & Banking Corp	$3.9M	28,880	+28,880	NEW
92	Universal- Beteiligungs- und Servicegesellschaft mbH	$3.8M	27,971	−4,607	TRIM
93	Chevy Chase Trust Holdings, LLC	$3.7M	27,215	−793	TRIM
94	BARINGS LLC	$3.6M	26,486	0	NO CHANGE
95	SEI INVESTMENTS CO	$3.6M	26,210	−63,052	TRIM
96	Creative Planning	$3.5M	25,617	+10,758	ADD
97	APG Asset Management N.V.	$3.4M	28,662	−664	TRIM
98	Illinois Municipal Retirement Fund	$3.4M	24,798	−4,966	TRIM
99	ExodusPoint Capital Management, LP	$3.3M	24,529	−18,811	TRIM
100	Janus Henderson Group Ltd.	$3.3M	24,541	−137	TRIM
101	SIRIOS CAPITAL MANAGEMENT L P	$3.2M	23,804	+17,990	ADD
102	CIBC Bancorp USA Inc.	$3.2M	23,454	—	NO PRIOR
103	Schonfeld Strategic Advisors LLC	$3.1M	22,576	+18,305	ADD
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.0M	22,492	+22,492	NEW
105	Inspire Investing, LLC	$3.0M	22,052	+13,561	ADD
106	Allianz Asset Management GmbH	$3.0M	21,945	−1,676	TRIM
107	AIMZ Investment Advisors, LLC	$2.9M	21,545	−325	TRIM
108	HUSSMAN STRATEGIC ADVISORS, INC.	$2.8M	21,000	+21,000	NEW
109	Mariner, LLC	$2.8M	20,994	+19,355	ADD
110	AMERICAN CENTURY COMPANIES INC	$2.8M	20,893	+706	ADD
111	BURNEY CO/	$2.8M	20,757	+20,757	NEW
112	Cetera Investment Advisers	$2.7M	20,015	+287	ADD
113	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$2.7M	20,000	+10,000	ADD
114	MILLENNIUM MANAGEMENT LLC	$2.7M	19,670	−598,608	TRIM
115	NATIONAL BANK OF CANADA /FI/	$2.5M	18,558	−4,501	TRIM
116	Assenagon Asset Management S.A.	$2.4M	17,619	−71,731	TRIM
117	Holocene Advisors, LP	$2.2M	16,572	+12,328	ADD
118	GUGGENHEIM CAPITAL LLC	$2.2M	16,567	+4,329	ADD
119	MML INVESTORS SERVICES, LLC	$2.2M	16,100	−5,758	TRIM
120	Cerity Partners LLC	$2.1M	15,849	+4,452	ADD
121	BNP Paribas Asset Management Holding S.A.	$2.1M	15,691	−4	TRIM
122	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.1M	15,680	+1,655	ADD
123	UniSuper Management Pty Ltd	$2.1M	15,613	+1,329	ADD
124	Gibbs Wealth Management	$2.1M	15,307	+10,657	ADD
125	Arizona State Retirement System	$2.1M	15,178	−376	TRIM
126	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	15,131	+13,561	ADD
127	Czech National Bank	$2.0M	15,045	+478	ADD
128	Merit Financial Group, LLC	$2.0M	14,920	+3,724	ADD
129	Linden Thomas Advisory Services, LLC	$2.0M	14,908	+3,231	ADD
130	OAK RIDGE INVESTMENTS LLC	$2.0M	14,726	−1,204	TRIM
131	Rafferty Asset Management, LLC	$2.0M	14,519	−4,810	TRIM
132	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.0M	14,427	0	NO CHANGE
133	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$1.9M	14,117	+1,629	ADD
134	Taylor Frigon Capital Management LLC	$1.9M	13,471	−63	TRIM
135	Vanguard Investments Australia, Ltd.	$1.9M	13,926	—	NO PRIOR
136	Asset Management One Co., Ltd.	$1.8M	13,584	+11,510	ADD
137	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$1.7M	12,868	−7,265	TRIM
138	HighTower Advisors, LLC	$1.7M	12,840	−5,147	TRIM
139	XTX Topco Ltd	$1.7M	12,704	+9,561	ADD
140	MERCER GLOBAL ADVISORS INC /ADV	$1.7M	12,529	+5,540	ADD
141	Portside Wealth Group, LLC	$1.7M	12,421	+4,647	ADD
142	CIBC Asset Management Inc	$1.7M	12,392	+54	ADD
143	IEQ CAPITAL, LLC	$1.6M	12,005	+3,942	ADD
144	Engineers Gate Manager LP	$1.6M	11,991	+11,991	NEW
145	Pictet Asset Management Holding SA	$1.6M	11,899	+415	ADD
146	Mirae Asset Global Investments Co., Ltd.	$1.6M	11,761	+1,929	ADD
147	Retirement Systems of Alabama	$1.6M	11,731	−21	TRIM
148	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.6M	11,364	+4,146	ADD
149	Lombard Odier Asset Management (Europe) Ltd	$1.6M	11,500	−46,960	TRIM
150	Quadrature Capital Ltd	$1.5M	11,362	+11,362	NEW
151	BANK OF NOVA SCOTIA	$1.5M	11,050	−10,380	TRIM
152	Brevan Howard Capital Management LP	$1.4M	10,644	+10,644	NEW
153	CWM, LLC	$1.4M	10,534	+6,486	ADD
154	ProShare Advisors LLC	$1.4M	10,250	−2,460	TRIM
155	Capital Group Investment Management Pte. Ltd.	$1.4M	10,103	+5,143	ADD
156	Walleye Trading LLC	$1.3M	9,948	+9,795	ADD
157	TORONTO DOMINION BANK	$1.3M	9,563	−708	TRIM
158	TOCQUEVILLE ASSET MANAGEMENT L.P.	$1.3M	9,500	0	NO CHANGE
159	FIFTH THIRD BANCORP	$1.3M	9,409	+6,371	ADD
160	Bouvel Investment Partners, LLC	$1.3M	9,305	+3,869	ADD
161	Atlantic Union Bankshares Corp	$1.2M	9,180	−8	TRIM
162	Summit Trail Advisors, LLC	$1.1M	8,014	−2,927	TRIM
163	Focus Partners Wealth	$1.0M	7,651	−5,961	TRIM
164	NEOS Investment Management LLC	$1.0M	7,504	+5,781	ADD
165	Aurora Investment Counsel	$996K	7,354	+728	ADD
166	AVIVA PLC	$975K	7,199	+4,696	ADD
167	Atria Investments, Inc	$969K	7,159	+2,570	ADD
168	MIRABELLA FINANCIAL SERVICES LLP	$878K	6,488	−12,656	TRIM
169	TEACHER RETIREMENT SYSTEM OF TEXAS	$877K	6,480	−6,642	TRIM
170	Bridgefront Capital, LLC	$873K	6,446	+5,262	ADD
171	XPONANCE LLC	$859K	6,343	−1,876	TRIM
172	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$857K	6,331	+6,331	NEW
173	NORDEN GROUP LLC	$854K	6,308	+1,793	ADD
174	MACKENZIE FINANCIAL CORP	$853K	6,303	+765	ADD
175	Vident Advisory, LLC	$853K	6,301	+5,243	ADD
176	Delta Global Management LP	$839K	6,193	+6,193	NEW
177	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$795K	5,875	−1,165	TRIM
178	PANAGORA ASSET MANAGEMENT INC	$781K	5,767	0	NO CHANGE
179	Polymer Capital Management (US) LLC	$769K	5,682	+5,682	NEW
180	ASSETMARK, INC	$765K	5,648	−1,196	TRIM
181	GHP Investment Advisors, Inc.	$757K	5,591	−385	TRIM
182	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$723K	5,338	+5,338	NEW
183	Swiss Life Asset Management Ltd	$719K	5,310	+908	ADD
184	Crossmark Global Holdings, Inc.	$648K	4,789	—	NO PRIOR
185	Prospera Financial Services Inc	$639K	4,720	+4,720	NEW
186	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$635K	4,691	−26,535	TRIM
187	Equitable Holdings, Inc.	$617K	3,351	+1,843	ADD
188	Byrne Asset Management LLC	$613K	4,530	+4,530	NEW
189	BLAIR WILLIAM & CO/IL	$612K	4,522	−4,353	TRIM
190	DIVERSIFY WEALTH MANAGEMENT, LLC	$612K	5,422	+2,164	ADD
191	Daiwa Securities Group Inc.	$610K	4,502	+257	ADD
192	Trexquant Investment LP	$608K	4,488	+4,488	NEW
193	Orion Porfolio Solutions, LLC	$604K	4,462	−2,326	TRIM
194	Badgley Phelps Wealth Managers, LLC	$598K	4,415	0	NO CHANGE
195	Banque Transatlantique SA	$575K	4,249	+4,249	NEW
196	Impact Partnership Wealth, LLC	$575K	4,246	+4,246	NEW
197	Claro Advisors Inc.	$569K	4,199	+4,199	NEW
198	FOUNDATIONS INVESTMENT ADVISORS, LLC	$546K	4,030	+925	ADD
199	Vanguard Personalized Indexing Management, LLC	$526K	3,887	−2,008	TRIM
200	OXFORD ASSET MANAGEMENT LLP	$504K	3,722	+3,722	NEW
201	Caprock Group, LLC	$481K	3,550	−4,858	TRIM
202	TRUIST FINANCIAL CORP	$480K	3,547	−15	TRIM
203	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$471K	3,477	+1,294	ADD
204	Clear Creek Financial Management, LLC	$459K	3,387	+1,163	ADD
205	Brooklyn Investment Group	$456K	3,365	+1,997	ADD
206	Federation des caisses Desjardins du Quebec	$455K	3,359	−878	TRIM
207	MIZUHO SECURITIES USA LLC	$452K	3,340	−682	TRIM
208	Man Group plc	$446K	3,294	+1,794	ADD
209	Norinchukin Bank, The	$444K	3,276	−9	TRIM
210	COMMONWEALTH EQUITY SERVICES, LLC	$441K	3,258	−403	TRIM
211	Snowden Capital Advisors LLC	$437K	3,227	+516	ADD
212	Storgate, LLC	$437K	3,225	+211	ADD
213	Ensign Peak Advisors, Inc	$404K	2,985	−13,999	TRIM
214	CAPSTONE INVESTMENT ADVISORS, LLC	$403K	2,978	+2,978	NEW
215	BAKER TILLY WEALTH MANAGEMENT, LLC	$400K	2,951	+1,090	ADD
216	Aberdeen Group plc	$394K	2,911	−309	TRIM
217	Rare Wolf Capital LLC	$389K	2,874	+1,855	ADD
218	Utah Retirement Systems	$387K	2,857	−6,123	TRIM
219	Farringdon Capital, Ltd.	$386K	2,853	+2,853	NEW
220	Perpetual Ltd	$376K	2,777	−120	TRIM
221	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$375K	2,766	−1,706	TRIM
222	Kera Capital Partners, Inc.	$373K	2,753	−575	TRIM
223	Maryland State Retirement & Pension System	$372K	2,750	0	NO CHANGE
224	Wallace Advisory Group, LLC	$361K	2,668	+992	ADD
225	PATTON FUND MANAGEMENT, INC.	$358K	2,646	+1,467	ADD
226	TOWNSQUARE CAPITAL LLC	$346K	2,553	+1,040	ADD
227	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$342K	2,525	+667	ADD
228	Chicago Partners Investment Group LLC	$338K	2,614	−479	TRIM
229	NOMURA HOLDINGS INC	$334K	2,468	+436	ADD
230	State of Wyoming	$325K	2,399	+1,368	ADD
231	BOOTHBAY FUND MANAGEMENT, LLC	$317K	2,342	+2,342	NEW
232	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$316K	2,336	+48	ADD
233	HUB Investment Partners, LLC	$310K	2,288	+491	ADD
234	MUFG Securities EMEA plc	$307K	2,265	0	NO CHANGE
235	FRANKLIN RESOURCES INC	$304K	2,244	−190	TRIM
236	ROMAN BUTLER FULLERTON & CO	$301K	2,313	+507	ADD
237	NLB Skladi, upravljanje premozenja, d.o.o.	$298K	2,200	0	NO CHANGE
238	KEYBANK NATIONAL ASSOCIATION/OH	$282K	2,084	+427	ADD
239	OMERS ADMINISTRATION Corp	$281K	2,079	0	NO CHANGE
240	BAILARD, INC.	$278K	2,050	+2,050	NEW
241	NICOLET BANKSHARES INC	$277K	2,053	+2,053	NEW
242	CFC Planning Co LLC	$273K	2,017	+413	ADD
243	Pallas Capital Advisors LLC	$268K	1,976	+1,976	NEW
244	NOMURA ASSET MANAGEMENT CO LTD	$266K	1,968	+331	ADD
245	Aaron Wealth Advisors LLC	$266K	1,967	−5,905	TRIM
246	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC	$265K	1,960	—	NO PRIOR
247	World Investment Advisors	$264K	1,948	+776	ADD
248	MAI Capital Management	$256K	1,893	−504	TRIM
249	SIH Partners, LLLP	$254K	1,878	0	NO CHANGE
250	MACQUARIE GROUP LTD	$247K	1,824	−552	TRIM
251	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$244K	1,800	−350	TRIM
252	STEPHENS INC /AR/	$243K	1,798	+632	ADD
253	GTS SECURITIES LLC	$243K	1,797	+1,797	NEW
254	Rockefeller Capital Management L.P.	$243K	1,795	−349	TRIM
255	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$239K	1,767	+2	ADD
256	Oak Thistle LLC	$237K	1,751	+1,751	NEW
257	OSAIC HOLDINGS, INC.	$237K	1,749	−1,108	TRIM
258	Baker Avenue Asset Management, LP	$234K	1,729	−979	TRIM
259	Bull Harbor Capital LLC	$232K	1,710	—	NO PRIOR
260	COMMERCE BANK	$232K	1,710	+175	ADD
261	JANE STREET GROUP, LLC	$226K	1,672	−4,783	TRIM
262	STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	$225K	1,661	+219	ADD
263	GROUPAMA ASSET MANAGMENT	$216K	1,593	−291	TRIM
264	North Dakota State Investment Board	$213K	1,575	−302	TRIM
265	Sumitomo Mitsui DS Asset Management Company, Ltd	$213K	1,573	0	NO CHANGE
266	Marex Group Ltd	$212K	1,567	+1,567	NEW
267	Net Worth Advisory Group	$212K	1,566	−221	TRIM
268	MIDDLETON & CO INC/MA	$211K	1,555	0	NO CHANGE
269	PEAK6 LLC	$209K	1,540	−3,638	TRIM
270	M&T BANK CORP	$206K	1,518	−865	TRIM
271	BRASADA CAPITAL MANAGEMENT, LP	$206K	1,500	−1,000	TRIM
272	SECURIAN ASSET MANAGEMENT, INC	$202K	1,489	0	NO CHANGE
273	B. Riley Wealth Advisors, Inc.	$202K	1,480	+1,480	NEW
274	E Fund Management Co., Ltd.	$201K	1,485	—	NO PRIOR
275	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$200K	1,480	+1,480	NEW
276	EXCHANGE TRADED CONCEPTS, LLC	$198K	1,465	+493	ADD
277	Caitong International Asset Management Co., Ltd	$173K	1,276	+1,276	NEW
278	HB Wealth Management, LLC	$162K	1,198	−469	TRIM
279	Tower Research Capital LLC (TRC)	$160K	1,178	−1,410	TRIM
280	Arax Advisory Partners	$150K	1,110	+857	ADD
281	STOREBRAND ASSET MANAGEMENT AS	$147K	1,085	—	NO PRIOR
282	Transamerica Financial Advisors, LLC	$130K	958	+680	ADD
283	Walleye Capital LLC	$129K	954	+617	ADD
284	Allworth Financial LP	$122K	903	+263	ADD
285	TEMA ETFS LLC	$121K	895	0	NO CHANGE
286	Van Berkom & Associates Inc.	$111K	817,840	+817,840	NEW
287	Leonteq Securities AG	$109K	804	+218	ADD
288	Siemens Fonds Invest GmbH	$107K	791	−283	TRIM
289	US BANCORP \DE\	$97.2K	718	−487	TRIM
290	Resona Asset Management Co.,Ltd.	$96.6K	709	0	NO CHANGE
291	Financial Network Wealth Advisors LLC	$76.0K	561	—	NO PRIOR
292	Parkside Financial Bank & Trust	$75.7K	559	+233	ADD
293	Eurizon Capital SGR S.p.A.	$74.0K	541	0	NO CHANGE
294	Ameritas Investment Partners, Inc.	$66.9K	494	0	NO CHANGE
295	Larson Financial Group LLC	$43.1K	318	+37	ADD
296	UMB Bank, n.a.	$38.6K	285	−83	TRIM
297	MATHER GROUP, LLC.	$37.1K	274	+274	NEW
298	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$36.7K	271	−75	TRIM
299	Quarry LP	$28.7K	212	+212	NEW
300	Steward Partners Investment Advisory, LLC	$28.4K	210	−1,104	TRIM
301	True Wealth Design, LLC	$25.9K	191	+14	ADD
302	Godfrey Financial Associates, Inc.	$24.8K	183	0	NO CHANGE
303	Compagnie Lombard Odier SCmA	$23.7K	175	0	NO CHANGE
304	GROUP ONE TRADING LLC	$23.0K	170	+170	NEW
305	ENTRUST FINANCIAL LLC	$21.7K	160	+61	ADD
306	1248 Management, LLC	$21.1K	156	+156	NEW
307	SALEM INVESTMENT COUNSELORS INC	$18.6K	137	+137	NEW
308	Cromwell Holdings LLC	$17.3K	128	−68	TRIM
309	Spire Wealth Management	$15.3K	113	+25	ADD
310	Annis Gardner Whiting Capital Advisors, LLC	$15.2K	112	+77	ADD
311	Clearstead Advisors, LLC	$13.1K	97	−145	TRIM
312	Aquatic Capital Management LLC	$11.0K	81	+81	NEW
313	TD Waterhouse Canada Inc.	$10.9K	81	+6	ADD
314	QUADRANT CAPITAL GROUP LLC	$10.4K	77	+63	ADD
315	Pinnacle Wealth Planning Services, Inc.	$10.3K	76	+22	ADD
316	Blue Trust, Inc.	$9.9K	73	−6	TRIM
317	SJS Investment Consulting Inc.	$9.5K	70	−176	TRIM
318	S&T BANK/PA	$8.7K	64	+64	NEW
319	Financial Freedom, LLC	$7.4K	55	+55	NEW
320	CVA Family Office, LLC	$7.2K	53	−256	TRIM
321	Raleigh Capital Management Inc.	$6.8K	50	+50	NEW
322	KBC Group NV	$6.3K	46,719	+89	ADD
323	SIGNATUREFD, LLC	$5.6K	41	−21	TRIM
324	JFS WEALTH ADVISORS, LLC	$5.4K	40	−3	TRIM
325	Signature Equity Partners, LLC	$5.1K	38	+38	NEW
326	FARMERS & MERCHANTS INVESTMENTS INC	$5.0K	37	0	NO CHANGE
327	WPG Advisers, LLC	$4.7K	35	−41	TRIM
328	NATIXIS ADVISORS, LLC	$4.5K	32,997	+1,234	ADD
329	Owl Creek Wealth Partners LLC	$4.1K	30	—	NO PRIOR
330	Treasurer of the State of North Carolina	$3.1K	23,058	+491	ADD
331	Truvestments Capital LLC	$2.7K	20	0	NO CHANGE
332	Purpose Unlimited Inc.	$2.7K	20	−39	TRIM
333	MCF Advisors LLC	$2.3K	17	—	NO PRIOR
334	Sachetta, LLC	$2.3K	17	+5	ADD
335	CANADA LIFE ASSURANCE Co	$2.1K	15,582	+751	ADD
336	Physician Wealth Advisors, Inc.	$2.0K	15	+6	ADD
337	Keating Financial Advisory Services, Inc.	$2.0K	15	+15	NEW
338	BANK HAPOALIM BM	$1.9K	14,140	−661	TRIM
339	Virtu Financial LLC	$1.7K	12,766	+12,766	NEW
340	MV CAPITAL MANAGEMENT, INC.	$1.6K	12	0	NO CHANGE
341	SHP Wealth Management	$1.6K	12	−292	TRIM
342	Johnson Financial Group, Inc.	$1.5K	11	0	NO CHANGE
343	ALGERT GLOBAL LLC	$1.5K	10,900	+2,080	ADD
344	DekaBank Deutsche Girozentrale	$1.5K	10,549	0	NO CHANGE
345	Smartleaf Asset Management LLC	$1.4K	10	−26	TRIM
346	Blume Capital Management, Inc.	$1.4K	10	0	NO CHANGE
347	Rakuten Securities, Inc.	$1.4K	10	−87	TRIM
348	THRIVENT FINANCIAL FOR LUTHERANS	$1.3K	9,313	−5	TRIM
349	SUMMIT SECURITIES GROUP LLC	$1.2K	9	−72	TRIM
350	ELEVATION WEALTH PARTNERS, LLC	$1.2K	9	−21	TRIM
351	Grove Bank & Trust	$1.1K	8	−1	TRIM
352	Kingdom Financial Group LLC.	$948	7	0	NO CHANGE
353	Portus Wealth Advisors, LLC	$948	7	+7	NEW
354	Rialto Wealth Management, LLC	$813	6	+3	ADD
355	Kilter Group LLC	$813	6	−9	TRIM
356	State of Alaska, Department of Revenue	$741	5,476	0	NO CHANGE
357	Vestcor Inc	$728	5,375	+5,375	NEW
358	FOSTER DYKEMA CABOT & PARTNERS, LLC	$677	5	0	NO CHANGE
359	MidFirst Bank	$677	5	+5	NEW
360	EASTERN BANK	$542	4	0	NO CHANGE
361	Bell Investment Advisors, Inc	$407	3	−26	TRIM
362	DiNuzzo Private Wealth, Inc.	$407	3	−3	TRIM
363	Elevated Capital Advisors, LLC	$406	3	0	NO CHANGE
364	SWAN Capital LLC	$406	3	0	NO CHANGE
365	Investors Portfolio Services LLC	$362	4	+4	NEW
366	Vermillion Wealth Management, Inc.	$271	2	+2	NEW
367	DecisionPoint Financial, LLC	$271	2	0	NO CHANGE
368	American Capital Advisory, LLC	$271	2	+2	NEW
369	TopTier Wealth Management, LLC	$271	2	+2	NEW
370	Intentional Wealth Strategies, LLC	$271	2	—	NO PRIOR
371	PARK AVENUE SECURITIES LLC	$260	1,918	−244	TRIM
372	Claret Asset Management Corp	$205	1,511	+1	ADD
373	HFM Investment Advisors, LLC	$135	1	0	NO CHANGE
374	ACADIAN ASSET MANAGEMENT LLC	$119	886	+886	NEW
375	South Dakota Investment Council	$95	700	0	NO CHANGE
376	Employees Retirement System of Texas	$62	458	0	NO CHANGE
377	Smithfield Trust Co	$6	41	0	NO CHANGE
378	Capital Advisors, Ltd. LLC	$1	11	+11	NEW
379	VANGUARD GROUP INC	—	—	—	n/c
380	COMERICA BANK	—	—	—	n/c
381	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
382	CIBC WORLD MARKETS CORP	—	—	—	n/c
383	CIBC Private Wealth Group LLC	—	—	—	n/c
384	Global Retirement Partners, LLC	—	—	—	n/c
385	NICOLET ADVISORY SERVICES, LLC	—	—	—	n/c
386	DV EQUITIES, LLC	—	—	—	n/c
387	SageView Advisory Group, LLC	—	—	—	n/c
388	TRANSATLANTIQUE PRIVATE WEALTH LLC	—	—	—	n/c
389	Stephens Consulting, LLC	—	—	—	n/c
390	NDVR, Inc.	—	—	—	n/c
391	Motiv8 Investments LLC	—	—	—	n/c
392	SG Trading Solutions, LLC	—	—	—	n/c
393	Jefferies Financial Group Inc.	—	—	−2,534	EXIT
394	GLENMEDE TRUST CO NA	—	—	−5,749	EXIT
395	SouthState Bank Corp	—	—	−3	EXIT
396	HARBOUR INVESTMENTS, INC.	—	—	−4	EXIT
397	HOWARD HUGHES MEDICAL INSTITUTE	—	—	−12	EXIT
398	WASATCH ADVISORS LP	—	—	−291,570	EXIT
399	JONES FINANCIAL COMPANIES LLLP	—	—	−27	EXIT
400	MONETTA FINANCIAL SERVICES INC	—	—	−5,400	EXIT
401	CENTAURUS FINANCIAL, INC.	—	—	−599	EXIT
402	ARDSLEY ADVISORY PARTNERS LP	—	—	−7,000	EXIT
403	COLDSTREAM CAPITAL MANAGEMENT INC	—	—	−1,493	EXIT
404	MOODY NATIONAL BANK TRUST DIVISION	—	—	−1,177	EXIT
405	GATEWAY INVESTMENT ADVISERS LLC	—	—	−1,154	EXIT
406	RBF Capital, LLC	—	—	−5,000	EXIT
407	BALYASNY ASSET MANAGEMENT L.P.	—	—	−15,157	EXIT
408	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	—	—	−108,214	EXIT
409	Hilltop Holdings Inc.	—	—	−1,499	EXIT
410	CANADA PENSION PLAN INVESTMENT BOARD	—	—	−2,610	EXIT
411	Allen Investment Management, LLC	—	—	−1,610	EXIT
412	Senvest Management, LLC	—	—	−821,432	EXIT
413	BROWN ADVISORY INC	—	—	−2,977	EXIT
414	NORGES BANK	—	—	−721,738	EXIT
415	Manchester Capital Management LLC	—	—	−2	EXIT
416	Marquette Asset Management, LLC	—	—	−24	EXIT
417	Choate Investment Advisors	—	—	−987	EXIT
418	J. Goldman & Co LP	—	—	−53,607	EXIT
419	Dana Investment Advisors, Inc.	—	—	−2,524	EXIT
420	MOORE CAPITAL MANAGEMENT, LP	—	—	−14,342	EXIT
421	TWO SIGMA SECURITIES, LLC	—	—	−5,453	EXIT
422	Alyeska Investment Group, L.P.	—	—	−218,950	EXIT
423	Verition Fund Management LLC	—	—	−12,166	EXIT
424	Alberta Investment Management Corp	—	—	−8,500	EXIT
425	Cambria Investment Management, L.P.	—	—	−1,673	EXIT
426	Sompo Asset Management Co., Ltd.	—	—	−1,500	EXIT
427	Twin Tree Management, LP	—	—	−31,344	EXIT
428	EP Wealth Advisors, LLC	—	—	−1,729	EXIT
429	Baader Bank Aktiengesellschaft	—	—	−27,805	EXIT
430	VOLORIDGE INVESTMENT MANAGEMENT, LLC	—	—	−31,161	EXIT
431	Empirical Finance, LLC	—	—	−1,437	EXIT
432	Metis Global Partners, LLC	—	—	−1,186	EXIT
433	Sequoia Financial Advisors, LLC	—	—	−2,683	EXIT
434	CHICAGO TRUST Co NA	—	—	−1,268	EXIT
435	FINANCIAL CONSULATE, INC	—	—	−5	EXIT
436	Nishkama Capital, LLC	—	—	−138,806	EXIT
437	Squarepoint Ops LLC	—	—	−1,472	EXIT
438	CHOREO, LLC	—	—	−2,205	EXIT
439	OneDigital Investment Advisors LLC	—	—	−1,694	EXIT
440	AE Wealth Management LLC	—	—	−1,309	EXIT
441	Crewe Advisors LLC	—	—	−19	EXIT
442	Luken Investment Analytics, LLC	—	—	−1	EXIT
443	MGO ONE SEVEN LLC	—	—	−1,187	EXIT
444	Atom Investors LP	—	—	−4,129	EXIT
445	Circumference Group LLC	—	—	−12,000	EXIT
446	FORA Capital, LLC	—	—	−4,651	EXIT
447	WORLDQUANT MILLENNIUM ADVISORS LLC	—	—	−1,594	EXIT
448	Severin Investments, LLC	—	—	−2,948	EXIT
449	Wealthfront Advisers LLC	—	—	−1,345	EXIT
450	Apollon Wealth Management, LLC	—	—	−1,202	EXIT
451	Inscription Capital, LLC	—	—	−2,406	EXIT
452	Y-Intercept (Hong Kong) Ltd	—	—	−2,034	EXIT
453	Cornerstone Wealth Group, LLC	—	—	−1,233	EXIT
454	Wishbone Management, LP	—	—	−300,000	EXIT
455	Woodline Partners LP	—	—	−8,407	EXIT
456	Cinctive Capital Management LP	—	—	−7,275	EXIT
457	Avion Wealth	—	—	−3	EXIT
458	CERTUITY, LLC	—	—	−2,010	EXIT
459	Optas, LLC	—	—	−3,228	EXIT
460	Inspire Advisors, LLC	—	—	−3,911	EXIT
461	Kestra Advisory Services, LLC	—	—	−362	EXIT
462	Maxi Investments CY Ltd	—	—	−16,816	EXIT
463	RMG Wealth Management LLC	—	—	−5	EXIT
464	Owls Nest Partners IA, LLC	—	—	−230,246	EXIT
465	Interchange Capital Partners, LLC	—	—	−4,072	EXIT
466	SkyView Investment Advisors, LLC	—	—	−1,218	EXIT
467	Everhart Financial Group, Inc.	—	—	−1,550	EXIT
468	Optiver Holding B.V.	—	—	−87	EXIT
469	Hennion & Walsh Asset Management, Inc.	—	—	−1,226	EXIT
470	AlphaQuest LLC	—	—	−222	EXIT
471	SORA INVESTORS LLC	—	—	−62,622	EXIT
472	Blue Door Asset Management, LLC	—	—	−89,700	EXIT
473	Forum Financial Management, LP	—	—	−1,383	EXIT
474	Retireful, LLC	—	—	−4,532	EXIT
475	Callan Family Office, LLC	—	—	−1,050	EXIT
476	Cape Investment Advisory, Inc.	—	—	−14	EXIT
477	Dunhill Financial, LLC	—	—	−3	EXIT
478	Abound Wealth Management	—	—	−16	EXIT
479	Compound Planning, Inc.	—	—	−1,221	EXIT
480	Tactive Advisors, LLC	—	—	−1,273	EXIT
481	Fielder Capital Group LLC	—	—	−1,285	EXIT
482	Clayton Financial Group LLC	—	—	−4	EXIT
483	Darden Wealth Group Inc	—	—	−1,600	EXIT
484	Pathstone Holdings, LLC	—	—	−6,777	EXIT
485	Diversify Advisory Services, LLC	—	—	−1,577	EXIT
486	Global X Japan Co., Ltd.	—	—	−63	EXIT
487	Ashoka WhiteOak Capital Pte Ltd	—	—	−1,680	EXIT
488	Aviso Financial Inc.	—	—	−17	EXIT
489	Massar Capital Management, LP	—	—	−7,374	EXIT
490	Fieldview Capital Management, LLC	—	—	−2,638	EXIT
491	Wealth Watch Advisors, INC	—	—	−1	EXIT
492	Three Seasons Wealth, LLC	—	—	−1,995	EXIT
493	Bayforest Capital Ltd	—	—	−347	EXIT
494	Longaeva Partners L.P.	—	—	−10,157	EXIT
495	Rakuten Investment Management, Inc.	—	—	−4,927	EXIT
496	Pacific Capital Partners Ltd	—	—	−20,250	EXIT
497	GK Wealth Management LLC	—	—	−1,295	EXIT
498	OPTIMA CAPITAL LLC	—	—	−3	EXIT
499	Odyssean, LLC	—	—	−3,595	EXIT
500	Plan A Wealth LLC	—	—	−1,330	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · EPAM

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $12.2M held
Trimming: 1 Moore Capital Management $0 held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · EPAM SYS INC

Merged timeline of congressional filings and notable-manager moves on EPAM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+40,095 sh
2026-05-15	Moore Capital Management 13F	EXIT	−14,342 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.