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 2021
Institutional positions in EVERTEC, Inc. as of Jun 30, 2021. 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
- 226
- +12 vs. Q1 2021
- Shares held
- 58.3M
- +917.4K (+1.6%) vs. Q1 2021
- Total value
- $2.54B
- +$408.0M (+19.1%) vs. Q1 2021
- New holders
- 34
- 73 more added
- Sold out
- 22
- 85 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $1.79B |
| Q3 2025 | 270 | $2.14B |
| Q2 2025 | 266 | $2.31B |
| Q1 2025 | 253 | $2.34B |
| Q4 2024 | 247 | $2.25B |
| Q3 2024 | 248 | $2.19B |
| Q2 2024 | 244 | $2.15B |
| Q1 2024 | 259 | $2.63B |
| Q4 2023 | 264 | $2.66B |
| Q3 2023 | 254 | $2.38B |
| Q2 2023 | 236 | $2.32B |
| Q1 2023 | 249 | $2.13B |
| Q4 2022 | 250 | $2.05B |
| Q3 2022 | 250 | $2.02B |
| Q2 2022 | 239 | $2.18B |
| Q1 2022 | 245 | $2.43B |
| Q4 2021 | 254 | $2.99B |
| Q3 2021 | 233 | $2.69B |
| Q2 2021 | 226 | $2.54B |
| Q1 2021 | 217 | $2.16B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 7 | $0 | 0.00% | −8−53.3% | Reduced |
| First Horizon Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52 | $2.00K | 0.00% | +52 | New |
| SRS Capital Advisors, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Tarbox Family Office, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $3.27K | 0.00% | −40−34.8% | Reduced |
| STRS Ohio | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 98 | $4.00K | 0.00% | +98 | New |
| TCI Wealth Advisors, Inc. | 90 | $4.00K | 0.00% | +90 | New |
| Harbour Investments, Inc. | 104 | $5.00K | 0.00% | +4+4.0% | Added |
| Fifth Third Bancorp | 104 | $5.00K | 0.00% | +104 | New |
| Dark Forest Capital Management LP | 116 | $5.00K | 0.00% | +116 | New |
| Jones Financial Companies LLLP | 141 | $6.00K | 0.00% | −3−2.1% | Reduced |
| Institutional & Family Asset Management, LLC | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 145 | $6.00K | 0.00% | +145 | New |
| Meeder Asset Management Inc | 151 | $7.00K | 0.00% | −53−26.0% | Reduced |
| Solstein Capital, LLC | 158 | $7.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 281 | $12.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 341 | $15.0K | 0.00% | +67+24.5% | Added |
| Leonteq Securities AG | 453 | $19.8K | 0.00% | +113+33.2% | Added |
| Altshuler Shaham Ltd | 908 | $40.0K | 0.00% | +273+43.0% | Added |
| Sutton Wealth Advisors Inc. | 948 | $41.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 978 | $43.0K | 0.01% | −15−1.5% | Reduced |
| State of Wyoming | 1,051 | $46.0K | 0.03% | +1,051 | New |
| Advisory Services Network, LLC | 1,271 | $56.0K | 0.00% | +1,271 | New |
| Lazard Asset Management LLC | 1,397 | $60.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,370 | $60.0K | 0.02% | +377+38.0% | Added |
| US Bancorp | 1,637 | $71.0K | 0.00% | −269−14.1% | Reduced |
| FMR LLC | 1,677 | $73.0K | 0.00% | −193−10.3% | Reduced |
| FORA Capital, LLC | 1,819 | $79.0K | 0.01% | +1,819 | New |
| Nisa Investment Advisors, LLC | 1,960 | $86.0K | 0.00% | +310+18.8% | Added |
| PNC Managed Account Solutions, Inc. | 2,512 | $110.0K | 0.02% | +2,512 | New |
| Tortoise Index Solutions, LLC | 2,634 | $115.0K | 0.02% | +2,634 | New |
| The PNC Financial Services Group, Inc. | 4,500 | $196.0K | 0.00% | −39−0.9% | Reduced |
| Eaton Vance Management | 4,502 | $197.0K | 0.00% | +3,928+684.3% | Added |
| Ameritas Investment Partners, Inc. | 4,750 | $207.0K | 0.01% | −293−5.8% | Reduced |
| Black Swift Group, LLC | 5,000 | $218.0K | 0.11% | +5,000 | New |
| Jefferies Group LLC | 5,000 | $218.3K | 0.00% | +5,000 | New |
| Caxton Associates LP | 5,017 | $219.0K | 0.03% | +5,017 | New |
| Verition Fund Management LLC | 5,139 | $224.0K | 0.00% | +5,139 | New |
| Qube Research & Technologies Ltd | 5,170 | $226.0K | 0.00% | +5,170 | New |
| Guggenheim Capital LLC | 5,195 | $227.0K | 0.00% | −358−6.4% | Reduced |
| Wealth Alliance | 5,415 | $236.0K | 0.06% | −182−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 5,479 | $239.0K | 0.01% | +5,479 | New |
| Advisor Group Holdings, Inc. | 5,722 | $250.0K | 0.00% | +1,319+30.0% | Added |
| Eqis Capital Management, Inc. | 5,752 | $251.0K | 0.02% | −193−3.2% | Reduced |
| Marshall Wace North America L.P. | 5,823 | $253.0K | 0.00% | −23,765−80.3% | Reduced |
| Voya Financial Advisors, Inc. | 5,872 | $254.0K | 0.03% | −10,408−63.9% | Reduced |
| Quantitative Systematic Strategies LLC | 5,920 | $258.0K | 0.09% | −10,965−64.9% | Reduced |
| Profund Advisors LLC | 6,549 | $286.0K | 0.01% | +200+3.2% | Added |
| Winton Group Ltd | 6,639 | $290.0K | 0.02% | +6,639 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,002 | $306.0K | 0.00% | 00.0% | Unchanged |
| Paloma Partners Management Co | 7,153 | $313.0K | 0.01% | −3,252−31.3% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $320.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 7,551 | $330.0K | 0.00% | −359−4.5% | Reduced |
| Spears Abacus Advisors LLC | 7,787 | $340.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,041 | $351.0K | 0.00% | +1,196+17.5% | Added |
| Vident Investment Advisory, LLC | 8,280 | $361.0K | 0.01% | −2,750−24.9% | Reduced |
| Panagora Asset Management Inc | 8,317 | $363.0K | 0.00% | +7,054+558.5% | Added |
| Mutual of America Capital Management LLC | 8,515 | $372.0K | 0.00% | +519+6.5% | Added |
| Willis Investment Counsel | 8,640 | $377.0K | 0.02% | +8,640 | New |
| HSBC Holdings PLC | 8,711 | $378.0K | 0.00% | +8,711 | New |
| Alps Advisors Inc | 8,932 | $390.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,116 | $397.0K | 0.00% | −9,200−50.2% | Reduced |
| Marshall Wace, LLP | 9,116 | $398.0K | 0.00% | +9,116 | New |
| Quantbot Technologies LP | 9,432 | $411.0K | 0.03% | +4,860+106.3% | Added |
| Crossmark Global Holdings, Inc. | 9,530 | $416.0K | 0.01% | +160+1.7% | Added |
| Shell Asset Management Co | 9,591 | $419.0K | 0.01% | +9,591 | New |
| Raffles Associates LP | 10,000 | $436.0K | 0.37% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,040 | $438.0K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 10,531 | $460.0K | 0.01% | +10,531 | New |
| Everence Capital Management Inc | 10,810 | $472.0K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 11,510 | $502.0K | 0.13% | −150−1.3% | Reduced |
| AQR Capital Management LLC | 11,647 | $508.0K | 0.00% | −2,402−17.1% | Reduced |
| Old Mission Capital LLC | 12,468 | $544.0K | 0.02% | +12,468 | New |
| UBS Group AG | 13,154 | $574.0K | 0.00% | −26,875−67.1% | Reduced |
| Handelsbanken Fonder AB | 14,400 | $629.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 15,300 | $668.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 15,328 | $669.0K | 0.00% | −1,469−8.7% | Reduced |
| Citadel Advisors LLC | 15,484 | $676.0K | 0.00% | −19,746−56.0% | Reduced |
| First Trust Advisors LP | 15,964 | $697.0K | 0.00% | −37,210−70.0% | Reduced |
| Smith Asset Management Group LP | 16,367 | $714.0K | 0.03% | −668−3.9% | Reduced |
| Oppenheimer Asset Management Inc. | 16,357 | $714.0K | 0.01% | +289+1.8% | Added |
| Metropolitan Life Insurance Co | 16,582 | $723.8K | 0.01% | −468−2.7% | Reduced |
| Arizona State Retirement System | 16,614 | $725.0K | 0.01% | −1,178−6.6% | Reduced |
| HRT Financial LP | 16,656 | $727.0K | 0.01% | +16,656 | New |
| Teachers Retirement System of the State of Kentucky | 16,900 | $738.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $740.0K | 0.31% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 16,964 | $740.0K | 0.02% | +11,556+213.7% | Added |
| ProShare Advisors LLC | 17,342 | $757.0K | 0.00% | −516−2.9% | Reduced |
| Affinity Investment Advisors, LLC | 18,210 | $795.0K | 0.36% | −152−0.8% | Reduced |
| Gsa Capital Partners LLP | 19,342 | $844.0K | 0.09% | +19,342 | New |
| Prudential Financial Inc | 20,051 | $875.0K | 0.00% | −38,294−65.6% | Reduced |