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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.

Institutional holdersQ3 2021: 233 institutions
Q1 2021: 217 institutionsQ2 2021: 226 institutionsQ3 2021: 233 institutionsQ4 2021: 254 institutionsQ1 2022: 245 institutionsQ2 2022: 239 institutionsQ3 2022: 250 institutionsQ4 2022: 250 institutionsQ1 2023: 249 institutionsQ2 2023: 236 institutionsQ3 2023: 254 institutionsQ4 2023: 264 institutionsQ1 2024: 259 institutionsQ2 2024: 244 institutionsQ3 2024: 248 institutionsQ4 2024: 247 institutionsQ1 2025: 253 institutionsQ2 2025: 266 institutionsQ3 2025: 270 institutionsQ4 2025: 268 institutionsQ1 2026: 262 institutionsQ2 2026: 254 institutions
Value heldQ3 2021: $2.69B
Q1 2021: $2.16BQ2 2021: $2.54BQ3 2021: $2.69BQ4 2021: $2.99BQ1 2022: $2.43BQ2 2022: $2.18BQ3 2022: $2.02BQ4 2022: $2.05BQ1 2023: $2.13BQ2 2023: $2.32BQ3 2023: $2.38BQ4 2023: $2.66BQ1 2024: $2.63BQ2 2024: $2.15BQ3 2024: $2.19BQ4 2024: $2.25BQ1 2025: $2.34BQ2 2025: $2.31BQ3 2025: $2.14BQ4 2025: $1.79BQ1 2026: $1.75BQ2 2026: $1.69B
Institutions holding EVTC and their total value by quarter
QuarterHoldersValue
Q2 2026254$1.69B
Q1 2026262$1.75B
Q4 2025268$1.79B
Q3 2025270$2.14B
Q2 2025266$2.31B
Q1 2025253$2.34B
Q4 2024247$2.25B
Q3 2024248$2.19B
Q2 2024244$2.15B
Q1 2024259$2.63B
Q4 2023264$2.66B
Q3 2023254$2.38B
Q2 2023236$2.32B
Q1 2023249$2.13B
Q4 2022250$2.05B
Q3 2022250$2.02B
Q2 2022239$2.18B
Q1 2022245$2.43B
Q4 2021254$2.99B
Q3 2021233$2.69B
Q2 2021226$2.54B
Q1 2021217$2.16B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2021.

Institutions holding EVTC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Dark Forest Capital Management LP800$37.0K0.01%+684+589.7%Added
Point72 Hong Kong Ltd571$26.0K0.00%+571New
Leonteq Securities AG453$20.7K0.00%00.0%Unchanged
Vigilant Capital Management, LLC402$18.0K0.00%+402New
Captrust Financial Advisors341$16.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC281$13.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co242$11.0K0.00%+190+365.4%Added
Fifth Third Bancorp178$8.00K0.00%+74+71.2%Added
Harbour Investments, Inc.171$8.00K0.00%+67+64.4%Added
Meeder Asset Management Inc159$7.00K0.00%+8+5.3%Added
Solstein Capital, LLC158$7.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP141$6.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC141$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.124$6.00K0.00%+34+37.8%Added
Kowal Investment Group, LLC107$5.00K0.00%+107New
STRS Ohio100$4.00K0.00%00.0%Unchanged
Simplex Trading, LLC98$4.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC90$4.00K0.00%00.0%Unchanged
Better Money Decisions, LLC88$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.78$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc87$4.00K0.00%+87New
Glen Eagle Advisors, LLC75$3.43K0.00%00.0%Unchanged
Howe & Rusling Inc60$3.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.74$3.00K0.00%+28+60.9%Added
Berman Capital Advisors, LLC51$2.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC35$2.00K0.00%+12+52.2%Added
Aua Capital Management, LLC53$2.00K0.00%+28+112.0%Added
NEXT Financial Group, Inc12$1.00K0.00%+12New
IronBridge Private Wealth, LLC2$00.00%−69,859−100.0%Reduced
Eaton Vance Management1,562$00.00%−2,940−65.3%Reduced
Versant Capital Management, Inc6$00.00%−1−14.3%Reduced
First Horizon Advisors, Inc.26$00.00%+26New
Meridian Wealth Partners, LLC4$00.00%+4New
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−89,600−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−67,571−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−57,474−100.0%Sold out
Davide Leone & Partners Investment Co Ltd.0$00.00%−53,233−100.0%Sold out
Engineers Gate Manager LP0$00.00%−32,719−100.0%Sold out
Capital Bank & Trust Co0$00.00%−28,004−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−19,342−100.0%Sold out
Citadel Advisors LLC0$00.00%−15,484−100.0%Sold out
Old Mission Capital LLC0$00.00%−12,468−100.0%Sold out
Ergoteles LLC0$00.00%−10,531−100.0%Sold out
Marshall Wace, LLP0$00.00%−9,116−100.0%Sold out
Paloma Partners Management Co0$00.00%−7,153−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−5,920−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−5,823−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−5,170−100.0%Sold out
Verition Fund Management LLC0$00.00%−5,139−100.0%Sold out
Jefferies Group LLC0$00.00%−5,000−100.0%Sold out
Black Swift Group, LLC0$00.00%−5,000−100.0%Sold out
FORA Capital, LLC0$00.00%−1,819−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,271−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−145−100.0%Sold out
Smith Asset Management Group LP––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed
First Horizon Corp––––Not filed