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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 347 | $71,093 | 0.05% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,193,056 | $244,433,313 | 0.2% | |
| 2. | 1,072,937 | $219,823,334 | 0.07% | |
| 3. | 120,018 | $24,589,288 | 1.62% | |
| 4. | 89,350 | $18,306,028 | 0.03% | |
| 5. | 58,000 | $11,883,040 | 0.02% |