Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 20,913 | $3,163,091 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 39 | $20,950 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 154 | $83,147 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 1,259 | $680,729 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 2,230 | $1,208,029 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 3,829 | $2,078,021 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 3,069 | $1,668,876 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 4,400 | $2,396,422 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 1,958 | $1,068,288 |
| Soderstrom Gustav | Co-Chief Executive Officer | 2026-09-14 | 2,194 | $1,199,423 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND opened a new position worth $84,939,050. | 2026-06-30 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | WESTFIELD CAPITAL MANAGEMENT CO LP opened a new position worth $50,586,408. | 2026-06-30 |
| NORGES BANK | NORGES BANK opened a new position worth $610,973,014. | 2026-06-30 |
| CADIAN CAPITAL MANAGEMENT, LP | CADIAN CAPITAL MANAGEMENT, LP opened a new position worth $79,888,620. | 2026-06-30 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | LAKEWOOD CAPITAL MANAGEMENT, LP opened a new position worth $42,928,655. | 2026-06-30 |
| Alyeska Investment Group, L.P. | Alyeska Investment Group, L.P. opened a new position worth $356,023,635. | 2026-06-30 |
| HMI Capital Management, L.P. | HMI Capital Management, L.P. opened a new position worth $42,010,395. | 2026-06-30 |
| Cartenna Capital, LP | Cartenna Capital, LP opened a new position worth $73,460,800. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| WCM INVESTMENT MANAGEMENT, LLC | $1,313,124,112 | 2,840,477 |
| JENNISON ASSOCIATES LLC | $1,261,624,687 | 2,747,859 |
| Fisher Asset Management, LLC | $1,228,024,574 | 2,674,677 |
| BAMCO INC /NY/ | $1,117,115,631 | 2,433,114 |
| WELLINGTON MANAGEMENT GROUP LLP | $1,087,921,391 | 2,369,528 |
| SANDS CAPITAL MANAGEMENT, LLC | $808,622,511 | 1,761,206 |
| Harding Loevner LP | $741,500,478 | 1,598,173 |
| Artisan Partners Limited Partnership | $622,829,408 | 1,356,543 |
| NORGES BANK | $610,973,014 | 1,330,719 |
| TIGER GLOBAL MANAGEMENT LLC | $537,837,279 | 1,171,427 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
This page follows Epoch Investment Partners, Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity holdings as of a quarter-end snapshot, giving a running record of where the firm has been adding, trimming, or starting new stakes over time. Because 13F filings only … Read more