Who owns EPSN (EPSN)
Which tracked institutional funds hold EPSN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPSN company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EPSN is one-sided between 2025-Q4 and 2026-Q1: 28 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EPSN’s largest tracked holder by dollar value, Solas Capital Management, LLC, sizes it at 12.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EPSN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 100 tracked filers holding EPSN, 54 increased or opened the position and 44 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EPSN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- VANGUARD CAPITAL MANAGEMENT LLC$6M
- VANGUARD FIDUCIARY TRUST CO$1M
- Verdence Capital Advisors LLC$915K
- VANGUARD PORTFOLIO MANAGEMENT LLC$769K
Full exits 3
- VANGUARD GROUP INC$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- HarbourVest Partners LLC$4M
Largest adds
- Solas Capital Management, LLC$5M
- Yorktown Energy Partners XI, L.P.$5M
- Yorktown Energy Partners X, L.P.$4M
- BlackRock, Inc.$2M
- SEI INVESTMENTS CO$2M
- YORKTOWN ENERGY PARTNERS IX, L.P.$2M
Largest trims
- CITADEL ADVISORS LLC$347K
- Squarepoint Ops LLC$256K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Solas Capital Management, LLC trimmed | 3,470,761 | $21M | 14.2% | 2026-Q1 |
| Yorktown Energy Partners XI, L.P. added | 2,869,560 | $18M | 11.7% | 2026-Q1 |
| Yorktown Energy Partners X, L.P. | 2,656,705 | $16M | 10.8% | 2026-Q1 |
| YORKTOWN ENERGY PARTNERS IX, L.P. | 1,181,124 | $7M | 4.8% | 2026-Q1 |
| BlackRock, Inc. added | 1,029,759 | $6M | 4.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 951,495 | $6M | 3.9% | 2026-Q1 |
| Ballast Asset Management, LP added | 814,322 | $5M | 3.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 813,250 | $5M | 3.3% | 2026-Q1 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 650,000 | $4M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 564,779 | $3M | 2.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 484,665 | $3M | 2.0% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 476,880 | $3M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 456,361 | $3M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 436,343 | $3M | 1.8% | 2026-Q1 |
| Clayton Partners LLC added | 367,953 | $2M | 1.5% | 2026-Q1 |
| STATE STREET CORP added | 333,742 | $2M | 1.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 320,414 | $2M | 1.3% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 317,190 | $2M | 1.3% | 2026-Q1 |
| Dalton Investments, Inc. | 250,000 | $2M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 234,900 | $1M | 1.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 190,382 | $1M | 0.8% | 2026-Q1 |
| CREDIT AGRICOLE S A | 183,500 | $1M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 171,098 | $1M | 0.7% | 2026-Q1 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC added | 169,400 | $1M | 0.7% | 2026-Q1 |
| De Lisle Partners LLP | 166,411 | $1M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 154,366 | $951K | 0.6% | 2026-Q1 |
| Verdence Capital Advisors LLC new | 148,563 | $915K | 0.6% | 2026-Q1 |
| HILLMAN CO | 146,597 | $903K | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 128,304 | $790K | 0.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 124,891 | $769K | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 98,864 | $609K | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 82,697 | $509K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 77,186 | $475K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 53,084 | $327K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 49,055 | $302K | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 48,193 | $297K | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 45,017 | $277K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 42,211 | $260K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 41,952 | $258K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 34,164 | $210K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 33,412 | $206K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 24,742 | $152K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,931 | $147K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 22,361 | $138K | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 20,800 | $128K | 0.1% | 2026-Q1 |
| Ethic Inc. new | 19,765 | $122K | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | 19,744 | $122K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 19,175 | $118K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 18,300 | $113K | 0.1% | 2026-Q1 |
| Odyssean, LLC new | 18,290 | $113K | 0.1% | 2026-Q1 |
| Turtle Creek Wealth Advisors, LLC | 15,500 | $95K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC added | 15,027 | $93K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 13,969 | $86K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 13,850 | $85K | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,546 | $83K | 0.1% | 2026-Q1 |
| Claro Advisors Inc. added | 13,298 | $82K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,094 | $81K | 0.1% | 2026-Q1 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 12,785 | $79K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 12,286 | $76K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 9,800 | $60K | 0.0% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 9,560 | $59K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,753 | $56K | 0.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 8,616 | $53K | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. new | 8,349 | $51K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 8,115 | $50K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,076,761 | $5M | 3.3% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,443 | $5M | 3.0% | 2025-Q4 stale |
| HarbourVest Partners LLC new | 840,598 | $4M | 2.6% | 2025-Q4 stale |
| Truffle Hound Capital, LLC trimmed | 221,625 | $2M | 1.0% | 2025-Q1 stale |
| Informed Momentum Co LLC trimmed | 79,459 | $586K | 0.4% | 2025-Q2 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 101,835 | $513K | 0.3% | 2025-Q3 stale |
| Virtu Financial LLC added | 50,998 | $376K | 0.2% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 70,692 | $356K | 0.2% | 2025-Q3 stale |
| NAVELLIER & ASSOCIATES INC added | 51,286 | $258K | 0.2% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 33,851 | $239K | 0.2% | 2025-Q1 stale |
| AMERICAN CENTURY COMPANIES INC trimmed | 51,150 | $237K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 32,962 | $166K | 0.1% | 2025-Q3 stale |
| Dynamic Technology Lab Private Ltd new | 31,503 | $159K | 0.1% | 2025-Q3 stale |
| Hillsdale Investment Management Inc. | 34,100 | $158K | 0.1% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 21,362 | $151K | 0.1% | 2025-Q1 stale |
| Jain Global LLC new | 19,276 | $136K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 24,823 | $125K | 0.1% | 2025-Q3 stale |
| ALGERT GLOBAL LLC added | 26,568 | $123K | 0.1% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC new | 17,090 | $121K | 0.1% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd added | 16,256 | $115K | 0.1% | 2025-Q1 stale |
| Jump Financial, LLC trimmed | 13,400 | $99K | 0.1% | 2025-Q2 stale |
| PDT Partners, LLC trimmed | 12,893 | $95K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP trimmed | 19,868 | $92K | 0.1% | 2025-Q4 stale |
| LMR Partners LLP new | 12,759 | $90K | 0.1% | 2025-Q1 stale |
| HSBC HOLDINGS PLC new | 18,187 | $89K | 0.1% | 2025-Q3 stale |
| MetLife Investment Management, LLC new | 11,722 | $87K | 0.1% | 2025-Q2 stale |
| MINDSET WEALTH MANAGEMENT, LLC | 11,630 | $86K | 0.1% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC added | 17,556 | $81K | 0.1% | 2025-Q4 stale |
| Quadrature Capital Ltd trimmed | 16,074 | $81K | 0.1% | 2025-Q3 stale |
| D.A. DAVIDSON & CO. new | 10,500 | $77K | 0.1% | 2025-Q2 stale |
| Point72 Asia (Singapore) Pte. Ltd. new | 10,944 | $77K | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 10,845 | $77K | 0.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. trimmed | 16,385 | $76K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 14,456 | $67K | 0.0% | 2025-Q4 stale |
| SHERBROOKE PARK ADVISERS LLC new | 11,147 | $52K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.