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, Q3 2021
Institutional positions in EVERTEC, Inc. as of Sep 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
- 233
- +10 vs. Q2 2021
- Shares held
- 58.9M
- +604.3K (+1.0%) vs. Q2 2021
- Total value
- $2.69B
- +$149.6M (+5.9%) vs. Q2 2021
- New holders
- 31
- 76 more added
- Sold out
- 21
- 91 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,945,163 | $409.0M | 0.01% | −236,629−2.6% | Reduced |
| Vanguard Group Inc | 7,485,656 | $342.2M | 0.01% | +10,513+0.1% | Added |
| Boston Partners | 4,597,773 | $210.4M | 0.27% | +92,809+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,024,530 | $184.0M | 0.45% | −11,788−0.3% | Reduced |
| Capital International Investors | 3,187,407 | $145.7M | 0.03% | +660,684+26.1% | Added |
| American Century Companies Inc | 2,877,187 | $131.5M | 0.09% | +53,017+1.9% | Added |
| State Street Corp | 1,959,247 | $89.6M | 0.00% | +3,077+0.2% | Added |
| Dimensional Fund Advisors LP | 1,544,663 | $70.6M | 0.02% | −3450.0% | Reduced |
| Renaissance Technologies LLC | 1,313,626 | $60.1M | 0.08% | −35,794−2.7% | Reduced |
| Loomis Sayles & Co L P | 1,274,933 | $58.3M | 0.07% | +59,170+4.9% | Added |
| Geode Capital Management, LLC | 978,161 | $44.7M | 0.01% | −105,720−9.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 935,716 | $42.8M | 0.28% | +501,199+115.3% | Added |
| Northern Trust Corp | 893,926 | $40.9M | 0.01% | −8,579−1.0% | Reduced |
| Capital Group Private Client Services, Inc. | 832,392 | $38.1M | 0.44% | +832,392 | New |
| Rivulet Capital, LLC | 821,840 | $37.6M | 1.96% | −709,569−46.3% | Reduced |
| Bank of New York Mellon Corp | 808,561 | $37.0M | 0.01% | +7,498+0.9% | Added |
| North Star Asset Management Inc | 721,494 | $33.0M | 1.81% | −2,147−0.3% | Reduced |
| Norges Bank | 636,551 | $29.1M | 0.01% | +10,307+1.6% | Added |
| Charles Schwab Investment Management Inc | 599,924 | $27.4M | 0.01% | +3,195+0.5% | Added |
| Principal Financial Group Inc | 538,573 | $24.6M | 0.02% | −4,662−0.9% | Reduced |
| Invesco Ltd. | 535,387 | $24.5M | 0.01% | −15,610−2.8% | Reduced |
| Man Group plc | 443,744 | $20.3M | 0.07% | +9,101+2.1% | Added |
| Macquarie Group Ltd | 433,334 | $19.8M | 0.02% | −51,564−10.6% | Reduced |
| Wells Fargo & Company | 410,390 | $18.8M | 0.00% | −7,132−1.7% | Reduced |
| DF Dent & Co Inc | 407,792 | $18.6M | 0.19% | +11,686+3.0% | Added |
| Natixis Advisors, L.P. | 387,696 | $17.7M | 0.07% | +27,920+7.8% | Added |
| Nuveen Asset Management, LLC | 385,046 | $17.7M | 0.01% | −14,201−3.6% | Reduced |
| Voya Investment Management LLC | 379,849 | $17.4M | 0.03% | −134,429−26.1% | Reduced |
| Royce & Associates LP | 368,670 | $16.9M | 0.13% | −137,852−27.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 344,920 | $15.8M | 0.02% | −253,405−42.4% | Reduced |
| ETF Managers Group, LLC | 330,830 | $15.6M | 0.29% | −79,851−19.4% | Reduced |
| Artemis Investment Management LLP | 290,530 | $13.3M | 0.11% | +3,668+1.3% | Added |
| Bares Capital Management, Inc. | 289,184 | $13.2M | 0.24% | +289,184 | New |
| Morgan Stanley | 267,903 | $12.2M | 0.00% | −75,129−21.9% | Reduced |
| Eagle Asset Management Inc | 267,836 | $12.2M | 0.06% | −3,573−1.3% | Reduced |
| Ameriprise Financial Inc | 257,655 | $11.8M | 0.00% | −15,116−5.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 253,800 | $11.6M | 0.98% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 243,550 | $11.1M | 0.01% | +33,607+16.0% | Added |
| Schroder Investment Management Group | 221,266 | $10.1M | 0.02% | +747+0.3% | Added |
| JPMorgan Chase & Co | 218,591 | $9.99M | 0.00% | −65,527−23.1% | Reduced |
| Nicholas Company, Inc. | 215,960 | $9.87M | 0.17% | +600.0% | Added |
| SEI Investments Co | 215,578 | $9.86M | 0.02% | +38,921+22.0% | Added |
| Bank of America Corp | 210,923 | $9.64M | 0.00% | +57,654+37.6% | Added |
| Alliancebernstein L.P. | 180,117 | $8.23M | 0.00% | −2,900−1.6% | Reduced |
| Nordea Investment Management AB | 171,624 | $8.13M | 0.01% | +215+0.1% | Added |
| Legal & General Group Plc | 176,374 | $8.06M | 0.00% | +15,411+9.6% | Added |
| Heartland Advisors Inc | 175,000 | $8.00M | 0.48% | 00.0% | Unchanged |
| Deutsche Bank AG | 168,045 | $7.68M | 0.00% | −1,107−0.7% | Reduced |
| Goldman Sachs Group Inc | 164,970 | $7.54M | 0.00% | +47,653+40.6% | Added |
| TD Asset Management Inc | 160,600 | $7.34M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 159,336 | $7.29M | 0.01% | +4,386+2.8% | Added |
| SG Americas Securities, LLC | 158,549 | $7.25M | 0.04% | +158,549 | New |
| Victory Capital Management Inc | 146,037 | $6.68M | 0.01% | +5,664+4.0% | Added |
| LSV Asset Management | 142,500 | $6.51M | 0.01% | −73,000−33.9% | Reduced |
| Envestnet Asset Management Inc | 142,164 | $6.50M | 0.00% | +9,882+7.5% | Added |
| Rhumbline Advisers | 140,287 | $6.41M | 0.01% | −25,416−15.3% | Reduced |
| Swiss National Bank | 135,574 | $6.20M | 0.00% | +900+0.7% | Added |
| Capital International Sarl | 124,595 | $5.70M | 0.50% | +76,061+156.7% | Added |
| Public Sector Pension Investment Board | 120,711 | $5.52M | 0.03% | −1,680−1.4% | Reduced |
| Shannon River Fund Management LLC | 120,564 | $5.51M | 0.48% | −120,000−49.9% | Reduced |
| Clifford Capital Partners LLC | 107,968 | $4.94M | 4.52% | +1,425+1.3% | Added |
| AXA S.A. | 104,600 | $4.78M | 0.01% | −1,000−0.9% | Reduced |
| Bank of Montreal | 97,426 | $4.61M | 0.00% | +33,448+52.3% | Added |
| Interval Partners, LP | 97,114 | $4.44M | 0.26% | −14,680−13.1% | Reduced |
| Two Sigma Advisers, LP | 95,500 | $4.37M | 0.01% | −36,200−27.5% | Reduced |
| Federated Hermes, Inc. | 94,767 | $4.33M | 0.01% | −21,819−18.7% | Reduced |
| Seizert Capital Partners, LLC | 90,596 | $4.14M | 0.19% | +6,557+7.8% | Added |
| California State Teachers Retirement System | 82,916 | $3.79M | 0.00% | −513−0.6% | Reduced |
| Stifel Financial Corp | 79,005 | $3.61M | 0.01% | −363−0.5% | Reduced |
| Citigroup Inc | 73,010 | $3.34M | 0.00% | −18,739−20.4% | Reduced |
| Credit Suisse AG | 67,926 | $3.11M | 0.00% | −21,701−24.2% | Reduced |
| UBS Asset Management Americas Inc | 66,693 | $3.05M | 0.00% | −1,565−2.3% | Reduced |
| First Trust Advisors LP | 63,731 | $2.91M | 0.00% | +47,767+299.2% | Added |
| BNP Paribas Arbitrage, SA | 63,523 | $2.90M | 0.01% | +37,358+142.8% | Added |
| Jacobs Asset Management, LLC | 62,500 | $2.86M | 1.10% | −20,000−24.2% | Reduced |
| New York State Common Retirement Fund | 62,391 | $2.85M | 0.00% | −4,695−7.0% | Reduced |
| Barclays PLC | 58,324 | $2.67M | 0.00% | +19,905+51.8% | Added |
| New York State Teachers Retirement System | 57,951 | $2.65M | 0.01% | −299−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 57,310 | $2.62M | 0.01% | −337−0.6% | Reduced |
| Comerica Bank | 54,190 | $2.53M | 0.02% | −1,912−3.4% | Reduced |
| Clark Capital Management Group, Inc. | 52,705 | $2.41M | 0.03% | +52,705 | New |
| Great West Life Assurance Co | 52,055 | $2.40M | 0.01% | +928+1.8% | Added |
| Capital Fund Management S.A. | 51,524 | $2.36M | 0.06% | +7,044+15.8% | Added |
| Polaris Capital Management, LLC | 50,800 | $2.32M | 0.07% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 50,560 | $2.31M | 1.05% | −13,538−21.1% | Reduced |
| Millennium Management LLC | 50,025 | $2.29M | 0.00% | +1,940+4.0% | Added |
| Mendon Capital Advisors Corp | 50,000 | $2.29M | 0.78% | −15,000−23.1% | Reduced |
| Los Angeles Capital Management LLC | 48,910 | $2.24M | 0.01% | +14,830+43.5% | Added |
| Thrivent Financial for Lutherans | 48,284 | $2.21M | 0.00% | −680−1.4% | Reduced |
| Assenagon Asset Management S.A. | 45,778 | $2.09M | 0.01% | +45,778 | New |
| Jennison Associates LLC | 45,382 | $2.08M | 0.00% | −522−1.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,292 | $2.07M | 0.02% | −673−1.5% | Reduced |
| Texas Permanent School Fund | 44,188 | $2.02M | 0.02% | −447−1.0% | Reduced |
| Ensign Peak Advisors, Inc | 43,900 | $2.01M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,577 | $1.99M | 0.02% | +2,135+5.2% | Added |
| Schonfeld Strategic Advisors LLC | 42,100 | $1.92M | 0.02% | −11,000−20.7% | Reduced |
| Truist Financial Corp | 40,612 | $1.86M | 0.00% | −2,418−5.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.83M | 0.77% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 39,579 | $1.81M | 0.01% | −4,255−9.7% | Reduced |
| Aptus Capital Advisors, LLC | 38,128 | $1.74M | 0.07% | +6,848+21.9% | Added |