In a recent 13F filing dated October 26, 2026, major investor Greenhaven Associates disclosed it has completely exited its position in Epam Systems Inc. (EPAM). The firm sold all 587,300 of its shares, which were previously valued at approximately $46.60 million and constituted a 0.54% portfolio weight for the investor. The position was reportedly established in the second quarter of 2026, indicating a relatively short holding period of just one quarter.
Investors should note that 13F filings reflect a firm's holdings at the end of a quarter, in this case, September 30, 2026, and do not represent real-time trading activity. Greenhaven has not publicly commented on its reasons for exiting the investment in the IT services provider. Recent news for Epam includes the launch of new AI services and a mixed outlook from analysts, with the company beating second-quarter earnings estimates but also lowering its full-year guidance.