EPAM Systems, Inc. (EPAM): A Bull Case Theory
We came across a bullish thesis on EPAM Systems, Inc. on Investing with Common Sense’s Substack. In this article, we will summarize the bulls’ thesis on EPAM.
Epam Systems Inc. (EPAM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 821,432 | $168,294,988 | -16% | 5.22% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 323,434 | $66,265,158 | +19% | 0.04% |
| 3. | Owls Nest Partners Philip Timon | 230,246 | $47,172,800 | -11% | 13.06% |
| 4. | Alyeska Investment Group Anand Parekh | 218,950 | $44,858,476 | -67% | 0.13% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 109,027 | $22,337,451 | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.69 | 56 | $7,499.94 | 3,320 | 2025-10-31 | Filing | |
| $133.37 | 56 | $7,499.93 | 3,265 | 2025-04-30 | Filing | |
| $134.69 | 56 | $7,499.94 | 9,674 | 2025-10-31 | Filing | |
| $133.37 | 56 | $7,499.93 | 9,619 | 2025-04-30 | Filing | |
| $134.69 | 56 | $7,499.94 | 24,863 | 2025-10-31 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $207.00 | 5,000 | $1,035,000.00 | 15,645 | 2025-12-10 | Filing | |
| $179.29 | 600 | $107,574.00 | 2,720 | 2025-11-17 | Filing | |
| $181.80 | 2,465 | $448,137.00 | 38,124 | 2025-11-13 | Filing | |
| $181.72 | 35 | $6,360.20 | 40,589 | 2025-11-13 | Filing | |
| $150.27 | 1,511 | $227,057.97 | 146 | 2025-10-21 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,982,994 | $1,430,675,812 | 0.02% | |
| 2. | 4,174,247 | $855,219,701 | 0.01% | |
| 3. | 3,679,590 | $753,874,399 | 0.1% | |
| 4. | 2,270,914 | $465,264,860 | 0.02% | |
| 5. | 1,704,768 | $349,428,115 | 0.36% |
News See All
EPAM Systems, Inc. (NYSE:EPAM) Q3 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Rebecca, and I will be your conference operator today.
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