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, Q4 2021
Institutional positions in EVERTEC, Inc. as of Dec 31, 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
- 254
- +23 vs. Q3 2021
- Shares held
- 59.8M
- +930.7K (+1.6%) vs. Q3 2021
- Total value
- $2.99B
- +$295.1M (+11.0%) vs. Q3 2021
- New holders
- 47
- 94 more added
- Sold out
- 24
- 80 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,203,572 | $460.0M | 0.01% | +258,409+2.9% | Added |
| Vanguard Group Inc | 7,500,441 | $374.9M | 0.01% | +14,785+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,571,412 | $228.5M | 0.53% | +546,882+13.6% | Added |
| Boston Partners | 4,011,330 | $200.4M | 0.24% | −586,443−12.8% | Reduced |
| Capital International Investors | 3,464,441 | $173.2M | 0.04% | +277,034+8.7% | Added |
| American Century Companies Inc | 3,365,323 | $168.2M | 0.11% | +488,136+17.0% | Added |
| State Street Corp | 2,013,617 | $100.6M | 0.00% | +54,370+2.8% | Added |
| Dimensional Fund Advisors LP | 1,524,777 | $76.2M | 0.02% | −19,886−1.3% | Reduced |
| Renaissance Technologies LLC | 1,283,591 | $64.2M | 0.08% | −30,035−2.3% | Reduced |
| Loomis Sayles & Co L P | 1,241,419 | $62.0M | 0.08% | −33,514−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,068,523 | $53.4M | 0.31% | +132,807+14.2% | Added |
| Geode Capital Management, LLC | 1,016,049 | $50.8M | 0.01% | +37,888+3.9% | Added |
| Northern Trust Corp | 911,096 | $45.5M | 0.01% | +17,170+1.9% | Added |
| Capital Group Private Client Services, Inc. | 830,583 | $41.5M | 0.44% | −1,809−0.2% | Reduced |
| Bank of New York Mellon Corp | 743,074 | $37.1M | 0.01% | −65,487−8.1% | Reduced |
| North Star Asset Management Inc | 710,506 | $35.5M | 1.79% | −10,988−1.5% | Reduced |
| Bank of America Corp | 706,022 | $35.3M | 0.00% | +495,099+234.7% | Added |
| Charles Schwab Investment Management Inc | 619,910 | $31.0M | 0.01% | +19,986+3.3% | Added |
| Norges Bank | 610,151 | $30.5M | 0.01% | −26,400−4.1% | Reduced |
| Invesco Ltd. | 581,473 | $29.1M | 0.01% | +46,086+8.6% | Added |
| Wells Fargo & Company | 533,082 | $26.6M | 0.01% | +122,692+29.9% | Added |
| Principal Financial Group Inc | 475,810 | $23.8M | 0.01% | −62,763−11.7% | Reduced |
| Man Group plc | 472,120 | $23.6M | 0.08% | +28,376+6.4% | Added |
| Macquarie Group Ltd | 463,416 | $23.2M | 0.02% | +30,082+6.9% | Added |
| Natixis Advisors, L.P. | 410,050 | $20.5M | 0.08% | +22,354+5.8% | Added |
| Voya Investment Management LLC | 392,863 | $19.6M | 0.04% | +13,014+3.4% | Added |
| Nuveen Asset Management, LLC | 367,740 | $18.4M | 0.01% | −17,306−4.5% | Reduced |
| DF Dent & Co Inc | 360,995 | $18.0M | 0.18% | −46,797−11.5% | Reduced |
| Schroder Investment Management Group | 354,166 | $17.7M | 0.02% | +132,900+60.1% | Added |
| Royce & Associates LP | 305,862 | $15.3M | 0.11% | −62,808−17.0% | Reduced |
| Bares Capital Management, Inc. | 305,200 | $15.3M | 0.30% | +16,016+5.5% | Added |
| Ameriprise Financial Inc | 307,594 | $15.0M | 0.00% | +49,939+19.4% | Added |
| SEI Investments Co | 293,876 | $14.7M | 0.03% | +78,298+36.3% | Added |
| Royal Bank of Canada | 279,029 | $13.9M | 0.00% | +245,228+725.5% | Added |
| Morgan Stanley | 273,049 | $13.6M | 0.00% | +5,146+1.9% | Added |
| ETF Managers Group, LLC | 264,218 | $13.3M | 0.26% | −66,612−20.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 253,800 | $12.7M | 1.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 253,395 | $12.7M | 0.00% | +34,804+15.9% | Added |
| Parametric Portfolio Associates LLC | 246,873 | $12.3M | 0.01% | +3,323+1.4% | Added |
| Deutsche Bank AG | 240,641 | $12.0M | 0.01% | +72,596+43.2% | Added |
| Eagle Asset Management Inc | 235,299 | $11.8M | 0.05% | −32,537−12.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 216,734 | $10.8M | 0.02% | +216,734 | New |
| Nicholas Company, Inc. | 215,910 | $10.8M | 0.18% | −500.0% | Reduced |
| Envestnet Asset Management Inc | 187,534 | $9.37M | 0.00% | +45,370+31.9% | Added |
| Legal & General Group Plc | 182,850 | $9.14M | 0.00% | +6,476+3.7% | Added |
| Alliancebernstein L.P. | 179,641 | $8.98M | 0.00% | −476−0.3% | Reduced |
| Nordea Investment Management AB | 169,572 | $8.52M | 0.01% | −2,052−1.2% | Reduced |
| Rivulet Capital, LLC | 166,552 | $8.32M | 0.39% | −655,288−79.7% | Reduced |
| Heartland Advisors Inc | 155,000 | $7.75M | 0.45% | −20,000−11.4% | Reduced |
| Victory Capital Management Inc | 153,541 | $7.67M | 0.01% | +7,504+5.1% | Added |
| Rhumbline Advisers | 141,850 | $7.09M | 0.01% | +1,563+1.1% | Added |
| Raymond James & Associates | 138,363 | $6.92M | 0.01% | −20,973−13.2% | Reduced |
| Swiss National Bank | 134,674 | $6.73M | 0.00% | −900−0.7% | Reduced |
| Clifford Capital Partners LLC | 128,074 | $6.40M | 4.78% | +20,106+18.6% | Added |
| SG Americas Securities, LLC | 126,152 | $6.30M | 0.04% | −32,397−20.4% | Reduced |
| Capital International Sarl | 122,561 | $6.13M | 0.29% | −2,034−1.6% | Reduced |
| Public Sector Pension Investment Board | 121,671 | $6.08M | 0.03% | +960+0.8% | Added |
| TD Asset Management Inc | 117,466 | $5.87M | 0.00% | −43,134−26.9% | Reduced |
| Stifel Financial Corp | 117,008 | $5.85M | 0.01% | +38,003+48.1% | Added |
| LSV Asset Management | 114,400 | $5.72M | 0.01% | −28,100−19.7% | Reduced |
| Seizert Capital Partners, LLC | 92,844 | $4.64M | 0.21% | +2,248+2.5% | Added |
| Goldman Sachs Group Inc | 92,275 | $4.61M | 0.00% | −72,695−44.1% | Reduced |
| Two Sigma Advisers, LP | 88,100 | $4.40M | 0.01% | −7,400−7.7% | Reduced |
| California State Teachers Retirement System | 84,719 | $4.23M | 0.00% | +1,803+2.2% | Added |
| Barclays PLC | 79,023 | $3.95M | 0.00% | +20,699+35.5% | Added |
| AXA S.A. | 77,400 | $3.87M | 0.01% | −27,200−26.0% | Reduced |
| Citigroup Inc | 75,191 | $3.76M | 0.00% | +2,181+3.0% | Added |
| State Board of Administration of Florida Retirement System | 73,653 | $3.68M | 0.01% | +37,916+106.1% | Added |
| First Trust Advisors LP | 72,579 | $3.63M | 0.00% | +8,848+13.9% | Added |
| Arrowstreet Capital, Limited Partnership | 70,514 | $3.52M | 0.00% | −274,406−79.6% | Reduced |
| Alpine Peaks Capital, LP | 67,100 | $3.35M | 3.29% | +67,100 | New |
| UBS Asset Management Americas Inc | 66,653 | $3.33M | 0.00% | −40−0.1% | Reduced |
| Interval Partners, LP | 66,503 | $3.32M | 0.23% | −30,611−31.5% | Reduced |
| State of New Jersey Common Pension Fund D | 64,730 | $3.23M | 0.01% | +7,420+12.9% | Added |
| New York State Common Retirement Fund | 62,384 | $3.12M | 0.00% | −70.0% | Reduced |
| Credit Suisse AG | 58,181 | $2.91M | 0.00% | −9,745−14.3% | Reduced |
| New York State Teachers Retirement System | 57,951 | $2.90M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 54,100 | $2.70M | 0.03% | +54,100 | New |
| Great West Life Assurance Co | 51,897 | $2.59M | 0.01% | −158−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 50,620 | $2.53M | 0.03% | −2,085−4.0% | Reduced |
| Bridge City Capital, LLC | 50,549 | $2.53M | 1.04% | −110.0% | Reduced |
| Mendon Capital Advisors Corp | 50,000 | $2.50M | 0.72% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 48,910 | $2.44M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,613 | $2.43M | 0.00% | +329+0.7% | Added |
| Truist Financial Corp | 47,198 | $2.36M | 0.00% | +6,586+16.2% | Added |
| Aptus Capital Advisors, LLC | 47,116 | $2.35M | 0.08% | +8,988+23.6% | Added |
| Allspring Global Investments Holdings, LLC | 46,787 | $2.34M | 0.00% | +46,787 | New |
| Bank of Montreal | 45,325 | $2.28M | 0.00% | −52,101−53.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,148 | $2.26M | 0.02% | −144−0.3% | Reduced |
| Comerica Bank | 51,315 | $2.17M | 0.02% | −2,875−5.3% | Reduced |
| Texas Permanent School Fund | 43,256 | $2.16M | 0.03% | −932−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 43,250 | $2.16M | 0.00% | +11,192+34.9% | Added |
| Schonfeld Strategic Advisors LLC | 42,800 | $2.14M | 0.02% | +700+1.7% | Added |
| Polaris Capital Management, LLC | 42,300 | $2.11M | 0.07% | −8,500−16.7% | Reduced |
| State of Alaska, Department of Revenue | 42,297 | $2.11M | 0.02% | −1,280−2.9% | Reduced |
| Capital Fund Management S.A. | 41,975 | $2.10M | 0.05% | −9,549−18.5% | Reduced |
| Willis Investment Counsel | 41,765 | $2.09M | 0.11% | +17,396+71.4% | Added |
| State of Tennessee, Treasury Department | 41,718 | $2.08M | 0.01% | +2,139+5.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $2.00M | 0.85% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 38,000 | $1.90M | 0.02% | +11,800+45.0% | Added |