EVERTEC, Inc.

EVTC

Exchange: NYSE
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001559865

SEC filings (opens in a new tab)

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.

Q3 2021 vs. Q2 2021

How the institutions holding EVERTEC, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of EVTC: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Of which not filed for Q3 2021	Q3 2021	Change
Holders	226	3	233	+10
Shares	58.3M	18.9K	58.9M	+604.3K (+1.0%)
Value	$2.54B	$824.0K	$2.69B	+$149.6M (+5.9%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held EVERTEC, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to EVTC in Q3 2021
Institution	Shares	Value	% of portfolio
Capital Group Private Client Services, Inc.	832,392	$38.1M	0.44%
Bares Capital Management, Inc.	289,184	$13.2M	0.24%
SG Americas Securities, LLC	158,549	$7.25M	0.04%
Clark Capital Management Group, Inc.	52,705	$2.41M	0.03%
Assenagon Asset Management S.A.	45,778	$2.09M	0.01%
Creative Planning	28,412	$1.30M	0.00%
Exchange Traded Concepts, LLC	27,674	$1.26M	0.03%
Virginia Retirement Systems Et Al	26,200	$1.20M	0.01%
Maryland State Retirement & Pension System	23,504	$1.11M	0.03%
Canada Pension Plan Investment Board	24,000	$1.10M	0.00%
Cubist Systematic Strategies, LLC	22,861	$1.04M	0.01%
Hillsdale Investment Management Inc.	22,700	$1.04M	0.08%
Bokf, NA	18,963	$867.0K	0.01%
Smith Group Asset Management, LLC	16,105	$736.0K	0.04%
Martingale Asset Management L P	14,018	$641.0K	0.01%
APG Asset Management N.V.	15,000	$592.0K	0.00%
6 Meridian	9,238	$422.0K	0.03%
Meritage Portfolio Management	6,831	$312.0K	0.02%
Janus Henderson Group PLC	6,040	$276.0K	0.00%
JLB & Associates Inc	5,702	$260.0K	0.04%
Mackenzie Financial Corp	5,239	$240.0K	0.00%
Lido Advisors, LLC	4,770	$218.0K	0.00%
LPL Financial LLC	4,504	$206.0K	0.00%
Harbor Investment Advisory, LLC	2,288	$105.0K	0.01%
Point72 Hong Kong Ltd	571	$26.0K	0.00%
Vigilant Capital Management, LLC	402	$18.0K	0.00%
Kowal Investment Group, LLC	107	$5.00K	0.00%
Bell Investment Advisors, Inc	87	$4.00K	0.00%
NEXT Financial Group, Inc	12	$1.00K	0.00%
First Horizon Advisors, Inc.	26	$0	0.00%
Meridian Wealth Partners, LLC	4	$0	0.00%

Sold out (21)

Institutions that held EVERTEC, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of EVTC in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Healthcare of Ontario Pension Plan Trust Fund	89,600	$3.91M
Arabesque Asset Management Ltd	67,571	$2.95M
Voloridge Investment Management, LLC	57,474	$2.51M
Davide Leone & Partners Investment Co Ltd.	53,233	$2.32M
Engineers Gate Manager LP	32,719	$1.43M
Capital Bank & Trust Co	28,004	$1.22M
Gsa Capital Partners LLP	19,342	$844.0K
Citadel Advisors LLC	15,484	$676.0K
Old Mission Capital LLC	12,468	$544.0K
Ergoteles LLC	10,531	$460.0K
Marshall Wace, LLP	9,116	$398.0K
Paloma Partners Management Co	7,153	$313.0K
Quantitative Systematic Strategies LLC	5,920	$258.0K
Marshall Wace North America L.P.	5,823	$253.0K
Qube Research & Technologies Ltd	5,170	$226.0K
Verition Fund Management LLC	5,139	$224.0K
Jefferies Group LLC	5,000	$218.3K
Black Swift Group, LLC	5,000	$218.0K
FORA Capital, LLC	1,819	$79.0K
Advisory Services Network, LLC	1,271	$56.0K
Rockefeller Capital Management L.P.	145	$6.00K

Not filed for Q3 2021 yet (3)

Institutions that held EVERTEC, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVTC in Q2 2021 that haven't filed for Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Smith Asset Management Group LP	16,367	$714.0K
PNC Managed Account Solutions, Inc.	2,512	$110.0K
First Horizon Corp	10	$0