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EPAM · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EPAMMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EPAM
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterEPAMMSFT
Q3 202013 holders, $2.8bn63 holders, $218bn
Q4 202014 holders, $3.2bn66 holders, $228bn
Q1 202111 holders, $3.8bn65 holders, $241bn
Q2 202114 holders, $4.8bn62 holders, $273bn
Q3 202121 holders, $5.2bn64 holders, $283bn
Q4 202116 holders, $5.4bn65 holders, $336bn
Q1 202218 holders, $4.0bn63 holders, $297bn
Q2 202216 holders, $4.5bn67 holders, $245bn
Q3 202215 holders, $5.9bn68 holders, $216bn
Q4 202212 holders, $5.2bn62 holders, $217bn
Q1 202313 holders, $5.2bn65 holders, $254bn
Q2 202315 holders, $4.0bn69 holders, $304bn
Q3 202317 holders, $4.5bn71 holders, $281bn
Q4 202317 holders, $5.2bn66 holders, $333bn
Q1 202419 holders, $4.4bn68 holders, $361bn
Q2 202417 holders, $2.5bn67 holders, $374bn
Q3 202416 holders, $1.9bn69 holders, $356bn
Q4 202421 holders, $2.2bn70 holders, $338bn
Q1 20258 holders, $1.5bn67 holders, $294bn
Q2 202514 holders, $2.1bn65 holders, $401bn
Q3 202511 holders, $1.7bn70 holders, $427bn
Q4 202510 holders, $2.3bn68 holders, $411bn
Q1 20265 holders, $1.8bn64 holders, $312bn
Q2 20268 holders, $532m60 holders, $291bn
EPAM

Epam Sys Inc

Holders
21
Reported value
$2.2bn
Buyers
16
Sellers
6

Breadth +10 among 94 comparable managers.

Software and IT services
MSFT

Microsoft Corp

Holders
70
Reported value
$338bn
Buyers
31
Sellers
37

Breadth -6 among 94 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q4 2024

Among the 72 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EPAM (2)

Renaissance Technologies LLC, Tybourne Capital Management HK Ltd

Only MSFT (51)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, and 26 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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