EPAM Systems, Inc.
US ˙ NYSE ˙ US29414B1044

SecurityEPAM / EPAM Systems, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership374,858 shares
Ownership 0.70%
Morgan Stanley ownership in EPAM / EPAM Systems, Inc.

2022-04-07 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 374,858 shares of EPAM Systems, Inc. (US:EPAM). This represents 0.7 percent ownership of the company. In their previous filing dated 2022-02-11 , Morgan Stanley had reported owning 4,150,272 shares, indicating a decrease of -90.97 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2022-04-07 2022-04-07 13G/A 4,150,272 374,858 -90.97 0.70 -90.41
2022-02-11 2022-02-11 13G/A 4,729,094 4,150,272 -12.24 7.30 -13.10
2021-02-10 2021-02-10 13G/A 5,125,610 4,729,094 -7.74 8.40 -9.68
2020-02-14 2020-02-14 13G/A 4,197,998 5,125,610 22.10 9.30 20.78
2019-02-12 2019-02-12 13G/A 5,146,679 4,197,998 -18.43 7.70 -20.62
2018-02-13 2018-02-13 13G/A 5,146,679 5,146,679 0.00 9.70 0.00
2018-02-12 2018-02-12 13G/A 2,646,152 5,146,679 94.50 9.70 90.20
2017-02-10 2017-02-10 13G 2,646,152 5.10

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EPAM SYS COM 29414B104 1,118,790 632,970 130.29 151,484 52.19 0.0091
2026-05-27 2025-12-31 13F/A-1 EPAM SYS COM 29414B104 485,820 -44,060 -8.32 99,535 24.57 0.0059
2026-02-13 2025-12-31 13F EPAM SYS COM 29414B104 485,820 -44,060 99,535 0.0059
2026-05-27 2025-09-30 13F/A-1 EPAM SYS COM 29414B104 529,880 53,901 11.32 79,901 -5.06 0.0048
2025-11-14 2025-09-30 13F EPAM SYS COM 29414B104 529,880 53,901 79,901 0.0048
2025-08-15 2025-06-30 13F EPAM SYS COM 29414B104 475,979 -94,652 -16.59 84,163 -12.65 0.0055
2025-05-15 2025-03-31 13F EPAM SYS COM 29414B104 570,631 -29,889 -4.98 96,346 -31.39 0.0069
2025-05-15 2024-12-31 13F/A-1 EPAM SYS COM 29414B104 600,520 20,052 3.45 140,414 21.54 0.0098
2025-02-14 2024-12-31 13F EPAM SYS COM 29414B104 600,520 20,052 140,414 0.0098
2025-05-14 2024-09-30 13F/A-2 EPAM SYS COM 29414B104 580,468 -77,909 -11.83 115,531 -6.71 0.0084
2025-02-14 2024-09-30 13F/A-1 EPAM SYS COM 29414B104 580,468 -77,909 115,531 0.0084
2024-11-14 2024-09-30 13F EPAM SYS COM 29414B104 580,468 -77,909 115,531 0.0084
2025-05-14 2024-06-30 13F/A-2 EPAM SYS COM 29414B104 658,377 175,740 36.41 123,848 -7.08 0.0096
2024-10-17 2024-06-30 13F/A-1 EPAM SYS COM 29414B104 658,377 175,740 123,848 0.0096
2024-08-14 2024-06-30 13F EPAM SYS COM 29414B104 658,377 175,740 123,848 0.0096
2024-10-17 2024-03-31 13F/A-2 EPAM SYS COM 29414B104 482,637 3,232 0.67 133,286 -6.50 0.0107
2024-08-16 2024-03-31 13F/A-1 EPAM SYS COM 29414B104 482,637 3,232 133,286 0.0107
2024-05-15 2024-03-31 13F EPAM SYS COM 29414B104 482,637 3,232 133,286 0.0107
2024-08-16 2023-12-31 13F/A-1 EPAM SYS COM 29414B104 479,405 -53,817 -10.09 142,547 4.55 0.0126
2024-02-13 2023-12-31 13F EPAM SYS COM 29414B104 479,405 -53,817 142,547 0.0126
2023-11-15 2023-09-30 13F EPAM SYS COM 29414B104 533,222 -32,414 -5.73 136,340 7.25 0.0139
2023-08-14 2023-06-30 13F EPAM SYS COM 29414B104 565,636 -105,563 -15.73 127,127 -36.66 0.0125
2023-05-15 2023-03-31 13F EPAM SYS COM 29414B104 671,199 -38,988 -5.49 200,689 -13.78 0.0215
2023-02-14 2022-12-31 13F EPAM SYS COM 29414B104 710,187 38,831 5.78 232,757 -4.28 0.0264
2022-11-14 2022-09-30 13F EPAM SYS COM 29414B104 671,356 23,084 3.56 243,159 27.24 0.0331
2022-10-27 2022-06-30 13F/A-1 EPAM SYS COM 29414B104 648,272 240,566 59.00 191,098 58.02 0.0248
2022-08-15 2022-06-30 13F EPAM SYS COM 29414B104 648,272 240,566 191,098 0.0248
2022-10-27 2022-03-31 13F/A-1 EPAM SYS COM 29414B104 407,706 -3,775,585 -90.25 120,930 -95.68 0.0163
2022-05-13 2022-03-31 13F EPAM SYS COM 29414B104 407,706 -3,775,585 120,930 0.0163
2022-02-14 2021-12-31 13F EPAM SYS COM 29414B104 4,183,291 -403,660 -8.80 2,796,321 6.86 0.3453
2021-11-15 2021-09-30 13F EPAM SYS COM 29414B104 4,586,951 41,703 0.92 2,616,763 12.67 0.3524
2021-08-23 2021-06-30 13F/A-1 EPAM SYS COM 29414B104 4,545,248 -1,586 -0.03 2,322,440 28.76 0.3063
2021-08-16 2021-06-30 13F EPAM SYS COM 29414B104 4,545,248 -1,586 2,322,440 0.0637
2021-05-17 2021-03-31 13F EPAM SYS COM 29414B104 4,546,834 -303,409 -6.26 1,803,684 3.77 0.2649
2021-02-16 2020-12-31 13F EPAM SYS COM 29414B104 4,850,243 -358,938 -6.89 1,738,084 3.21 0.2684
2020-11-13 2020-09-30 13F EPAM SYS COM 29414B104 5,209,181 143,058 2.82 1,684,024 31.90 0.3257
2020-08-14 2020-06-30 13F EPAM SYS COM 29414B104 5,066,123 344,856 7.30 1,276,714 45.65 0.2826
2020-05-26 2020-03-31 13F/A-1 EPAM SYS COM 29414B104 4,721,267 -509,950 -9.75 876,551 -21.02 0.2382
2020-05-15 2020-03-31 13F EPAM SYS COM 29414B104 4,721,267 -509,950 876,551 67,337.3898
2020-02-14 2019-12-31 13F EPAM SYS COM 29414B104 5,231,217 -245,339 -4.48 1,109,856 11.15 0.2581
2019-11-14 2019-09-30 13F EPAM SYS COM 29414B104 5,476,556 -41,438 -0.75 998,485 4.54 0.2643
2019-08-14 2019-06-30 13F EPAM SYS COM 29414B104 5,517,994 -692,530 -11.15 955,165 -9.07 0.2542
2019-05-15 2019-03-31 13F EPAM SYS COM 29414B104 6,210,524 118,519 1.95 1,050,386 48.63 0.2973
2019-02-14 2018-12-31 13F EPAM SYS COM 29414B104 6,092,005 298,316 5.15 706,735 -11.41 0.2115
2019-04-23 2018-09-30 13F/A-2 EPAM SYS COM 29414B104 5,793,689 388,438 7.19 797,790 18.71 0.1997
2018-11-20 2018-09-30 13F/A-1 EPAM SYS COM 29414B104 5,793,689 0 797,790 0.1997
2018-11-14 2018-09-30 13F EPAM SYS COM 29414B104 5,793,689 388,438 797,790
2019-04-23 2018-06-30 13F/A-1 EPAM SYS COM 29414B104 5,405,251 110,874 2.09 672,035 10.84 0.1816
2018-08-14 2018-06-30 13F EPAM SYS COM 29414B104 5,405,251 110,874 672,035
2019-04-23 2018-03-31 13F/A-1 EPAM SYS COM 29414B104 5,294,377 -222,276 -4.03 606,313 2.30 0.1683
2018-05-14 2018-03-31 13F EPAM SYS COM 29414B104 5,294,377 -222,276 606,313
2019-04-23 2017-12-31 13F/A-1 EPAM SYS COM 29414B104 5,516,653 706,818 14.70 592,654 40.13 0.1622
2018-02-14 2017-12-31 13F EPAM SYS COM 29414B104 5,516,653 706,818 592,654
2017-11-14 2017-09-30 13F EPAM SYS COM 29414B104 4,809,835 1,091,281 29.35 422,928 35.25 0.1267
2017-08-11 2017-06-30 13F EPAM SYS COM 29414B104 3,718,554 256,857 7.42 312,693 19.61 0.0945
2017-05-22 2017-03-31 13F/A-1 EPAM SYS COM 29414B104 3,461,697 600,775 21.00 261,428 42.09 0.0803
2017-05-12 2017-03-31 13F EPAM SYS COM 29414B104 3,461,697 261,428
2017-02-22 2016-12-31 13F/A-1 EPAM SYS COM 29414B104 2,860,922 697,702 32.25 183,986 22.71 0.0602
2017-02-13 2016-12-31 13F EPAM SYS COM 29414B104 2,860,922 183,986
2016-11-10 2016-09-30 13F EPAM SYS COM 29414B104 2,163,220 209,251 10.71 149,932 19.32 0.0512
2016-08-12 2016-06-30 13F EPAM SYS COM 29414B104 1,953,969 282,090 16.87 125,660 0.66 0.0454
2016-05-12 2016-03-31 13F EPAM SYS COM 29414B104 1,671,879 308,875 22.66 124,839 16.50 0.0480
2016-02-09 2015-12-31 13F EPAM SYS COM 29414B104 1,363,004 611,813 81.45 107,159 91.43 0.0388
2016-02-08 2015-09-30 13F/A-1 EPAM SYS COM 29414B104 751,191 116,205 18.30 55,978 23.76 0.0207
2015-11-09 2015-09-30 13F EPAM SYS COM 29414B104 751,191 55,978
2015-08-12 2015-06-30 13F EPAM SYS COM 29414B104 634,986 100,506 18.80 45,230 38.08 0.0157
2015-05-14 2015-03-31 13F EPAM SYS COM 29414B104 534,480 -51,769 -8.83 32,757 17.02 0.0121
2015-02-13 2014-12-31 13F EPAM SYS COM 29414B104 586,249 341,863 139.89 27,993 161.57 0.0102
2014-12-16 2014-09-30 13F/A-1 EPAM SYS COM 29414B104 244,386 -155,039 -38.82 10,702 -18.56 0.0041
2014-11-14 2014-09-30 13F EPAM SYS COM 29414B104 244,386 10,702
2014-05-13 2014-03-31 13F EPAM SYS COM 29414B104 399,425 -46,639 -10.46 13,141 -15.68 0.0055
2014-02-13 2013-12-31 13F EPAM SYS COM 29414B104 446,064 44,361 11.04 15,585 12.45 0.0066
2013-11-13 2013-09-30 13F EPAM SYSTEMS INC COM STK COM 29414B104 401,703 8,485 2.16 13,859 29.68 0.0066
2013-08-08 2013-06-30 13F EPAM SYSTEMS INC COM STK COM 29414B104 393,218 393,218 10,687 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.