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 |
|---|---|---|---|---|---|
| Clifford Capital Partners LLC | 128,074 | $6.40M | 4.78% | +20,106+18.6% | Added |
| Swiss National Bank | 134,674 | $6.73M | 0.00% | −900−0.7% | Reduced |
| Raymond James & Associates | 138,363 | $6.92M | 0.01% | −20,973−13.2% | Reduced |
| Rhumbline Advisers | 141,850 | $7.09M | 0.01% | +1,563+1.1% | Added |
| Victory Capital Management Inc | 153,541 | $7.67M | 0.01% | +7,504+5.1% | Added |
| Heartland Advisors Inc | 155,000 | $7.75M | 0.45% | −20,000−11.4% | Reduced |
| Rivulet Capital, LLC | 166,552 | $8.32M | 0.39% | −655,288−79.7% | Reduced |
| Nordea Investment Management AB | 169,572 | $8.52M | 0.01% | −2,052−1.2% | Reduced |
| Alliancebernstein L.P. | 179,641 | $8.98M | 0.00% | −476−0.3% | Reduced |
| Legal & General Group Plc | 182,850 | $9.14M | 0.00% | +6,476+3.7% | Added |
| Envestnet Asset Management Inc | 187,534 | $9.37M | 0.00% | +45,370+31.9% | Added |
| Nicholas Company, Inc. | 215,910 | $10.8M | 0.18% | −500.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 216,734 | $10.8M | 0.02% | +216,734 | New |
| Eagle Asset Management Inc | 235,299 | $11.8M | 0.05% | −32,537−12.1% | Reduced |
| Deutsche Bank AG | 240,641 | $12.0M | 0.01% | +72,596+43.2% | Added |
| Parametric Portfolio Associates LLC | 246,873 | $12.3M | 0.01% | +3,323+1.4% | Added |
| JPMorgan Chase & Co | 253,395 | $12.7M | 0.00% | +34,804+15.9% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $12.7M | 1.03% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 264,218 | $13.3M | 0.26% | −66,612−20.1% | Reduced |
| Morgan Stanley | 273,049 | $13.6M | 0.00% | +5,146+1.9% | Added |
| Royal Bank of Canada | 279,029 | $13.9M | 0.00% | +245,228+725.5% | Added |
| SEI Investments Co | 293,876 | $14.7M | 0.03% | +78,298+36.3% | Added |
| Ameriprise Financial Inc | 307,594 | $15.0M | 0.00% | +49,939+19.4% | Added |
| Bares Capital Management, Inc. | 305,200 | $15.3M | 0.30% | +16,016+5.5% | Added |
| Royce & Associates LP | 305,862 | $15.3M | 0.11% | −62,808−17.0% | Reduced |
| Schroder Investment Management Group | 354,166 | $17.7M | 0.02% | +132,900+60.1% | Added |
| DF Dent & Co Inc | 360,995 | $18.0M | 0.18% | −46,797−11.5% | Reduced |
| Nuveen Asset Management, LLC | 367,740 | $18.4M | 0.01% | −17,306−4.5% | Reduced |
| Voya Investment Management LLC | 392,863 | $19.6M | 0.04% | +13,014+3.4% | Added |
| Natixis Advisors, L.P. | 410,050 | $20.5M | 0.08% | +22,354+5.8% | Added |
| Macquarie Group Ltd | 463,416 | $23.2M | 0.02% | +30,082+6.9% | Added |
| Man Group plc | 472,120 | $23.6M | 0.08% | +28,376+6.4% | Added |
| Principal Financial Group Inc | 475,810 | $23.8M | 0.01% | −62,763−11.7% | Reduced |
| Wells Fargo & Company | 533,082 | $26.6M | 0.01% | +122,692+29.9% | Added |
| Invesco Ltd. | 581,473 | $29.1M | 0.01% | +46,086+8.6% | Added |
| Norges Bank | 610,151 | $30.5M | 0.01% | −26,400−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 619,910 | $31.0M | 0.01% | +19,986+3.3% | Added |
| Bank of America Corp | 706,022 | $35.3M | 0.00% | +495,099+234.7% | Added |
| North Star Asset Management Inc | 710,506 | $35.5M | 1.79% | −10,988−1.5% | Reduced |
| Bank of New York Mellon Corp | 743,074 | $37.1M | 0.01% | −65,487−8.1% | Reduced |
| Capital Group Private Client Services, Inc. | 830,583 | $41.5M | 0.44% | −1,809−0.2% | Reduced |
| Northern Trust Corp | 911,096 | $45.5M | 0.01% | +17,170+1.9% | Added |
| Geode Capital Management, LLC | 1,016,049 | $50.8M | 0.01% | +37,888+3.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,068,523 | $53.4M | 0.31% | +132,807+14.2% | Added |
| Loomis Sayles & Co L P | 1,241,419 | $62.0M | 0.08% | −33,514−2.6% | Reduced |
| Renaissance Technologies LLC | 1,283,591 | $64.2M | 0.08% | −30,035−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,524,777 | $76.2M | 0.02% | −19,886−1.3% | Reduced |
| State Street Corp | 2,013,617 | $100.6M | 0.00% | +54,370+2.8% | Added |
| American Century Companies Inc | 3,365,323 | $168.2M | 0.11% | +488,136+17.0% | Added |
| Capital International Investors | 3,464,441 | $173.2M | 0.04% | +277,034+8.7% | Added |
| Boston Partners | 4,011,330 | $200.4M | 0.24% | −586,443−12.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,571,412 | $228.5M | 0.53% | +546,882+13.6% | Added |
| Vanguard Group Inc | 7,500,441 | $374.9M | 0.01% | +14,785+0.2% | Added |
| BlackRock Inc. | 9,203,572 | $460.0M | 0.01% | +258,409+2.9% | Added |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −290,530−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −120,564−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,778−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,524−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −28,412−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,381−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −8,317−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,501−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,404−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |