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 |
|---|---|---|---|---|---|
| Bares Capital Management, Inc. | 289,184 | $13.2M | 0.24% | +289,184 | New |
| Artemis Investment Management LLP | 290,530 | $13.3M | 0.11% | +3,668+1.3% | Added |
| ETF Managers Group, LLC | 330,830 | $15.6M | 0.29% | −79,851−19.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 344,920 | $15.8M | 0.02% | −253,405−42.4% | Reduced |
| Royce & Associates LP | 368,670 | $16.9M | 0.13% | −137,852−27.2% | Reduced |
| Voya Investment Management LLC | 379,849 | $17.4M | 0.03% | −134,429−26.1% | Reduced |
| Nuveen Asset Management, LLC | 385,046 | $17.7M | 0.01% | −14,201−3.6% | Reduced |
| Natixis Advisors, L.P. | 387,696 | $17.7M | 0.07% | +27,920+7.8% | Added |
| DF Dent & Co Inc | 407,792 | $18.6M | 0.19% | +11,686+3.0% | Added |
| Wells Fargo & Company | 410,390 | $18.8M | 0.00% | −7,132−1.7% | Reduced |
| Macquarie Group Ltd | 433,334 | $19.8M | 0.02% | −51,564−10.6% | Reduced |
| Man Group plc | 443,744 | $20.3M | 0.07% | +9,101+2.1% | Added |
| Invesco Ltd. | 535,387 | $24.5M | 0.01% | −15,610−2.8% | Reduced |
| Principal Financial Group Inc | 538,573 | $24.6M | 0.02% | −4,662−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 599,924 | $27.4M | 0.01% | +3,195+0.5% | Added |
| Norges Bank | 636,551 | $29.1M | 0.01% | +10,307+1.6% | Added |
| North Star Asset Management Inc | 721,494 | $33.0M | 1.81% | −2,147−0.3% | Reduced |
| Bank of New York Mellon Corp | 808,561 | $37.0M | 0.01% | +7,498+0.9% | Added |
| Rivulet Capital, LLC | 821,840 | $37.6M | 1.96% | −709,569−46.3% | Reduced |
| Capital Group Private Client Services, Inc. | 832,392 | $38.1M | 0.44% | +832,392 | New |
| Northern Trust Corp | 893,926 | $40.9M | 0.01% | −8,579−1.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 935,716 | $42.8M | 0.28% | +501,199+115.3% | Added |
| Geode Capital Management, LLC | 978,161 | $44.7M | 0.01% | −105,720−9.8% | Reduced |
| Loomis Sayles & Co L P | 1,274,933 | $58.3M | 0.07% | +59,170+4.9% | Added |
| Renaissance Technologies LLC | 1,313,626 | $60.1M | 0.08% | −35,794−2.7% | Reduced |
| Dimensional Fund Advisors LP | 1,544,663 | $70.6M | 0.02% | −3450.0% | Reduced |
| State Street Corp | 1,959,247 | $89.6M | 0.00% | +3,077+0.2% | Added |
| American Century Companies Inc | 2,877,187 | $131.5M | 0.09% | +53,017+1.9% | Added |
| Capital International Investors | 3,187,407 | $145.7M | 0.03% | +660,684+26.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,024,530 | $184.0M | 0.45% | −11,788−0.3% | Reduced |
| Boston Partners | 4,597,773 | $210.4M | 0.27% | +92,809+2.1% | Added |
| Vanguard Group Inc | 7,485,656 | $342.2M | 0.01% | +10,513+0.1% | Added |
| BlackRock Inc. | 8,945,163 | $409.0M | 0.01% | −236,629−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −89,600−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −67,571−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −57,474−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −53,233−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,719−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −28,004−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,342−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,484−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −12,468−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −9,116−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,153−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −5,823−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Smith Asset Management Group LP | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |