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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 341 | $15.0K | 0.00% | +67+24.5% | Added |
| Carolinas Wealth Consulting LLC | 281 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 151 | $7.00K | 0.00% | −53−26.0% | Reduced |
| Solstein Capital, LLC | 158 | $7.00K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 75 | $3.27K | 0.00% | −40−34.8% | Reduced |
| Tarbox Family Office, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 60 | $3.00K | 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 |
| 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 |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | −8−53.3% | Reduced |
| First Horizon Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −431,514−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −122,682−100.0% | Sold out |
| Mayar Capital Ltd. | 0 | $0 | 0.00% | −82,236−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −25,677−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,773−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,093−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,968−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −11,333−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −10,457−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,539−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −9,159−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,476−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −7,074−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |