EVERTEC, Inc.
EVTC- Exchange
- NYSE
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001559865
In the last 90 days, EVERTEC, Inc. insiders filed 0 open-market purchases and 6 sales; 254 institutions reported holding it in 13F filings for Q2 2026, worth $1.69B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in EVERTEC, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 254
- −4 vs. Q1 2026
- Shares held
- 62.6M
- −1.17M (−1.8%) vs. Q1 2026
- Total value
- $1.69B
- −$58.8M (−3.4%) vs. Q1 2026
- New holders
- 34
- 96 more added
- Sold out
- 38
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 254 | $1.69B |
| Q1 2026 | 262 | $1.75B |
| Q4 2025 | 268 | $1.82B |
| Q3 2025 | 270 | $2.16B |
| Q2 2025 | 266 | $2.31B |
| Q1 2025 | 253 | $2.34B |
| Q4 2024 | 247 | $2.25B |
| Q3 2024 | 248 | $2.21B |
| Q2 2024 | 245 | $2.16B |
| Q1 2024 | 259 | $2.70B |
| Q4 2023 | 264 | $2.72B |
| Q3 2023 | 254 | $2.38B |
| Q2 2023 | 236 | $2.32B |
| Q1 2023 | 249 | $2.13B |
| Q4 2022 | 250 | $2.05B |
| Q3 2022 | 250 | $2.04B |
| Q2 2022 | 239 | $2.18B |
| Q1 2022 | 245 | $2.43B |
| Q4 2021 | 254 | $2.99B |
| Q3 2021 | 233 | $2.69B |
| Q2 2021 | 226 | $2.55B |
| Q1 2021 | 217 | $2.16B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,161,745 | $254.5M | 0.00% | −137,822−1.5% | Reduced |
| FMR LLC | 8,798,971 | $244.4M | 0.01% | −458,175−4.9% | Reduced |
| American Century Companies Inc | 5,189,201 | $144.2M | 0.06% | +139,688+2.8% | Added |
| Vanguard Portfolio Management LLC | 3,961,258 | $110.0M | 0.00% | +5,639+0.1% | Added |
| Vanguard Capital Management LLC | 2,765,581 | $76.8M | 0.00% | −90,497−3.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,713,930 | $75.4M | 0.23% | −346,815−11.3% | Reduced |
| State Street Corp | 2,604,668 | $72.4M | 0.00% | +102,313+4.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,059,589 | $57.2M | 0.16% | +224,644+12.2% | Added |
| Geode Capital Management, LLC | 1,569,390 | $43.6M | 0.00% | +30,824+2.0% | Added |
| Dimensional Fund Advisors LP | 1,426,463 | $39.6M | 0.01% | −139,555−8.9% | Reduced |
| Price T Rowe Associates Inc | 949,585 | $26.4M | 0.00% | +286,918+43.3% | Added |
| Heartland Advisors Inc | 840,400 | $23.3M | 1.04% | +590,400+236.2% | Added |
| Ameriprise Financial Inc | 830,620 | $23.1M | 0.00% | +251,637+43.5% | Added |
| North Star Asset Management Inc | 809,545 | $22.5M | 0.88% | +3,758+0.5% | Added |
| Northern Trust Corp | 793,795 | $22.1M | 0.00% | +10,296+1.3% | Added |
| Charles Schwab Investment Management Inc | 758,026 | $21.1M | 0.00% | −23,023−2.9% | Reduced |
| AQR Capital Management LLC | 708,230 | $19.7M | 0.01% | +546,642+338.3% | Added |
| Clifford Capital Partners LLC | 584,685 | $16.2M | 2.24% | +32,764+5.9% | Added |
| Clark Capital Management Group, Inc. | 562,394 | $15.6M | 0.09% | −33,952−5.7% | Reduced |
| Panagora Asset Management Inc | 472,642 | $13.1M | 0.04% | +124,620+35.8% | Added |
| Boston Partners | 464,865 | $13.0M | 0.01% | −15,033−3.1% | Reduced |
| Morgan Stanley | 462,835 | $12.9M | 0.00% | −182,148−28.2% | Reduced |
| Bank of New York Mellon Corp | 457,153 | $12.7M | 0.00% | −275−0.1% | Reduced |
| Vanguard Fiduciary Trust Co | 444,153 | $12.3M | 0.00% | −1,630−0.4% | Reduced |
| Principal Financial Group Inc | 425,964 | $11.8M | 0.01% | −1,596−0.4% | Reduced |
| Millennium Management LLC | 409,440 | $11.4M | 0.01% | −194,521−32.2% | Reduced |
| Wells Fargo & Company | 404,343 | $11.2M | 0.00% | +20,309+5.3% | Added |
| Two Sigma Investments, LP | 394,044 | $10.9M | 0.01% | −154,865−28.2% | Reduced |
| D. E. Shaw & Co., Inc. | 378,347 | $10.5M | 0.01% | −281,249−42.6% | Reduced |
| Bank of America Corp | 282,036 | $7.83M | 0.00% | −27,591−8.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 261,719 | $7.27M | 0.00% | +156,707+149.2% | Added |
| Natixis Advisors, L.P. | 259,516 | $7.21M | 0.01% | −143,689−35.6% | Reduced |
| JPMorgan Chase & Co | 256,887 | $7.16M | 0.00% | +21,979+9.4% | Added |
| Envestnet Asset Management Inc | 239,885 | $6.66M | 0.00% | −26,658−10.0% | Reduced |
| Jones Financial Companies LLLP | 224,658 | $6.15M | 0.00% | −128,040−36.3% | Reduced |
| Nicholas Company, Inc. | 215,090 | $5.98M | 0.11% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 212,922 | $5.91M | 0.15% | +64,013+43.0% | Added |
| Public Sector Pension Investment Board | 211,721 | $5.88M | 0.02% | −17,177−7.5% | Reduced |
| Invenomic Capital Management LP | 210,799 | $5.86M | 0.35% | +210,799 | New |
| LSV Asset Management | 202,846 | $5.63M | 0.01% | +191,946+1,761.0% | Added |
| Aristides Capital LLC | 201,170 | $5.59M | 1.43% | +15,010+8.1% | Added |
| Schwerin Boyle Capital Management Inc | 194,727 | $5.41M | 0.66% | 00.0% | Unchanged |
| Nuveen, LLC | 188,256 | $5.23M | 0.00% | −31,239−14.2% | Reduced |
| Goldman Sachs Group Inc | 174,748 | $4.85M | 0.00% | −157,640−47.4% | Reduced |
| New York State Common Retirement Fund | 170,041 | $4.72M | 0.01% | +35,664+26.5% | Added |
| Alpine Peaks Capital, LP | 163,126 | $4.53M | 5.31% | −25,078−13.3% | Reduced |
| Palisade Capital Management LLC | 162,140 | $4.50M | 0.20% | −88,804−35.4% | Reduced |
| Invesco Ltd. | 157,598 | $4.38M | 0.00% | −20,774−11.6% | Reduced |
| Legal & General Group Plc | 155,750 | $4.33M | 0.00% | −5,408−3.4% | Reduced |
| Willis Investment Counsel | 150,575 | $4.18M | 0.20% | +55,575+58.5% | Added |
| Rhumbline Advisers | 146,352 | $4.07M | 0.00% | −20,272−12.2% | Reduced |
| Gabelli Funds LLC | 143,070 | $3.97M | 0.03% | +21,400+17.6% | Added |
| First Trust Advisors LP | 138,041 | $3.83M | 0.00% | +93,599+210.6% | Added |
| Voloridge Investment Management, LLC | 136,705 | $3.80M | 0.02% | −123,752−47.5% | Reduced |
| Prudential Financial Inc | 132,113 | $3.67M | 0.00% | +48,771+58.5% | Added |
| Walleye Capital LLC | 131,747 | $3.66M | 0.02% | +48,896+59.0% | Added |
| UBS Group AG | 130,772 | $3.63M | 0.00% | −108,249−45.3% | Reduced |
| UBS Asset Management Americas Inc | 127,739 | $3.55M | 0.00% | +127,387+36,189.5% | Added |
| Swiss National Bank | 123,674 | $3.44M | 0.00% | −2,600−2.1% | Reduced |
| Stifel Financial Corp | 123,452 | $3.43M | 0.00% | +18,456+17.6% | Added |
| Schroder Investment Management Group | 122,206 | $3.37M | 0.00% | +54,545+80.6% | Added |
| Trexquant Investment LP | 116,664 | $3.24M | 0.02% | +82,047+237.0% | Added |
| Raymond James Financial Inc | 93,508 | $2.60M | 0.00% | +52,849+130.0% | Added |
| Picton Mahoney Asset Management | 88,677 | $2.46M | 0.02% | +88,677 | New |
| Tweedy, Browne Co LLC | 88,487 | $2.46M | 0.19% | +88,487 | New |
| Exchange Traded Concepts, LLC | 88,487 | $2.46M | 0.01% | +88,487 | New |
| Creative Planning | 85,420 | $2.37M | 0.00% | +31,676+58.9% | Added |
| Bridgewater Associates, LP | 83,418 | $2.32M | 0.01% | +52,100+166.4% | Added |
| SEI Investments Co | 79,128 | $2.20M | 0.00% | +15,656+24.7% | Added |
| Alliancebernstein L.P. | 74,705 | $2.11M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 74,225 | $2.06M | 0.00% | +15,598+26.6% | Added |
| Citadel Advisors LLC | 73,508 | $2.04M | 0.00% | +31,394+74.5% | Added |
| Deutsche Bank AG | 70,704 | $1.96M | 0.00% | +9,995+16.5% | Added |
| Jennison Associates LLC | 70,639 | $1.96M | 0.00% | +9,705+15.9% | Added |
| Bridge City Capital, LLC | 70,323 | $1.95M | 0.45% | −1,378−1.9% | Reduced |
| Amundi | 70,055 | $1.95M | 0.00% | +55,195+371.4% | Added |
| BNP Paribas Arbitrage, SA | 61,450 | $1.71M | 0.00% | +1,592+2.7% | Added |
| Quantinno Capital Management LP | 60,091 | $1.67M | 0.00% | +37,354+164.3% | Added |
| XTX Topco Ltd | 57,123 | $1.59M | 0.02% | +40,299+239.5% | Added |
| SG Americas Securities, LLC | 54,897 | $1.52M | 0.00% | −21,752−28.4% | Reduced |
| CI Private Wealth, LLC | 54,551 | $1.52M | 0.00% | +15,956+41.3% | Added |
| Vanguard Asset Management, Ltd | 52,133 | $1.45M | 0.00% | −4,951−8.7% | Reduced |
| Man Group plc | 51,751 | $1.44M | 0.00% | +41,931+427.0% | Added |
| New York State Teachers Retirement System | 50,972 | $1.42M | 0.00% | +4,402+9.5% | Added |
| Tudor Investment Corp Et Al | 50,287 | $1.40M | 0.01% | −33−0.1% | Reduced |
| Freestone Grove Partners LP | 48,232 | $1.34M | 0.01% | +34,676+255.8% | Added |
| State of New Jersey Common Pension Fund D | 48,176 | $1.34M | 0.00% | −34,810−41.9% | Reduced |
| Great West Life Assurance Co | 47,099 | $1.31M | 0.00% | −4,513−8.7% | Reduced |
| Pacer Advisors, Inc. | 1,735,957 | $1.31M | 0.00% | −11,487−0.7% | Reduced |
| Wakefield Asset Management LLLP | 40,644 | $1.13M | 0.25% | +740+1.9% | Added |
| Thrivent Financial for Lutherans | 40,464 | $1.12M | 0.00% | −2,244−5.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,020 | $1.11M | 0.00% | +28,312+241.8% | Added |
| Davenport & Co LLC | 39,683 | $1.10M | 0.01% | −1,078−2.6% | Reduced |
| Citigroup Inc | 38,369 | $1.07M | 0.00% | −10,746−21.9% | Reduced |
| Allstate Corp | 37,058 | $1.03M | 0.01% | +37,058 | New |
| Teacher Retirement System of Texas | 36,000 | $1.00M | 0.00% | −13,854−27.8% | Reduced |
| MetLife Investment Management | 35,884 | $996.9K | 0.00% | +804+2.3% | Added |
| State of Tennessee, Treasury Department | 35,809 | $994.8K | 0.00% | −11,785−24.8% | Reduced |
| LPL Financial LLC | 35,762 | $993.5K | 0.00% | −6,326−15.0% | Reduced |
| Illinois Municipal Retirement Fund | 34,695 | $963.8K | 0.01% | +2,267+7.0% | Added |