Among active 13F managers last quarter, 6 opened and 20 added, while 10 reduced; the largest holder to move was Ballast Asset Management, LP (−1.0%). Over the last 180 days, 1 insider bought and 1 insider sold, a net +$75K in open-market trades.
Funds lean in and no leg opposes.
95 tracked 13F filers disclose a position in EPSN as of the latest SEC 13F filings, a combined $77.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Solas Capital Management, LLC | 3.5M | $18.8M | —Held | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.0M | $5.5M | ▼−1.5% Reduced · −16K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 942K | $5.1M | ▼−1.0% Reduced · −9K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 813K | $5.0M | ▲+2.4% Added · +19K sh | Q1 2026 | |
| 5 | Ballast Asset Management, LP | 806K | $4.4M | ▼−1.0% Reduced · −8K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 577K | $3.1M | ▲+2.1% Added · +12K sh | Q2 2026 | |
| 7 | Punch & Associates Investment Management, Inc. | 507K | $2.7M | ▲+6.3% Added · +30K sh | Q2 2026 | |
| 8 | Sei Investments Co | 485K | $3.0M | ▲+100% Added · +242K sh | Q1 2026 | |
| 9 | LPL Financial LLC | 456K | $2.8M | ▲+44% Added · +139K sh | Q1 2026 | |
| 10 | Morgan Stanley | 436K | $2.7M | ▼−2.4% Reduced · −11K sh | Q1 2026 | |
| 11 | Clayton Partners LLC | 368K | $2.0M | —Held | Q2 2026 | |
| 12 | State Street Corp | 338K | $1.8M | ▲+1.4% Added · +5K sh | Q2 2026 | |
| 13 | Marshall Wace, LLP | 326K | $2.0M | ▼−15% Reduced · −59K sh | Q1 2026 | |
| 14 | Dalton Investments, Inc. | 250K | $1.4M | —Held | Q2 2026 | |
| 15 | Bridgeway Capital Management, LLC | 242K | $1.3M | ▼−25% Reduced · −79K sh | Q2 2026 | |
| 16 | Renaissance Technologies LLC | 235K | $1.4M | ▼−4.3% Reduced · −11K sh | Q1 2026 | |
| 17 | International Assets Investment Management, LLC | 200K | $1.1M | ▲+5.0% Added · +10K sh | Q2 2026 | |
| 18 | Credit Agricole S A | 184K | $993K | —Held | Q2 2026 | |
| 19 | McIntyre Freedman & Flynn Investment Advisers Inc | 174K | $944K | ▲+3.0% Added · +5K sh | Q2 2026 | |
| 20 | De Lisle Partners LLP | 166K | $899K | —Held | Q2 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 163K | $881K | ▼−4.8% Reduced · −8K sh | Q2 2026 | |
| 22 | Northern Trust Corp | 154K | $951K | ▲+16% Added · +22K sh | Q1 2026 | |
| 23 | Verdence Capital Advisors LLC | 149K | $915K | ▲New +149K sh | Q1 2026 | |
| 24 | Vanguard Portfolio Management LLC | 137K | $740K | ▲+9.5% Added · +12K sh | Q2 2026 | |
| 25 | Arrowstreet Capital, Limited Partnership | 128K | $790K | ▲+179% Added · +82K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in EPSN and 20 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 38 funds | $121.1B |
| Microsoft CorpMSFT | 38 funds | $84.7B |
| Alphabet Inc-CL AGOOGL | 38 funds | $46.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 38 funds | $10.8B |
| Apple IncAAPL | 37 funds | $96.6B |
| Amazon.com IncAMZN | 37 funds | $57.3B |
| Eli Lilly & CoLLY | 37 funds | $22.5B |
| Visa Inc-Class A SharesV | 37 funds | $17.7B |
| Unitedhealth Group IncUNH | 37 funds | $10.0B |
| Alphabet Inc-CL CGOOG | 36 funds | $41.2B |
| Meta Platforms Inc-Class AMETA | 36 funds | $31.8B |
| Tesla IncTSLA | 36 funds | $19.8B |
Ranked by how many of EPSN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPSN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 21K | $120K |
| Aug 21, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 5K | $27K |
| Jun 24, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 22K | $116K |
| Jun 22, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) 2 lots, same day | 28K | $149K |
| Mar 31, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 2K | $12K |
| Mar 30, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 12K | $75K |
| Mar 30, 2026 | Frederick Tucker Golden | 10% Owner | Sell (S) | 26K | $163K |
| Mar 27, 2026 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 6K | $37K |
| Mar 27, 2026 | Frederick Tucker Golden | 10% Owner | Sell (S) | 26K | $161K |
| Mar 26, 2026 | Frederick Tucker Golden | 10% Owner | Sell (S) | 22K | $138K |
| Dec 22, 2025 | Stabell Jason | Chief Executive Officer, Director | Buy (P) | 19K | $88K |
| Dec 22, 2025 | Frederick Tucker Golden | 10% Owner | Sell (S) | 9K | $43K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 28 | – |
Insiders Form 4 open-market | 1 | 1 | +$75K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EPSN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EPSN/capital-change-brief"
Use Arkolith's capital_change_brief for EPSN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EPSN. Filings are public domain, sourced to SEC EDGAR.