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, Q1 2022
Institutional positions in EVERTEC, Inc. as of Mar 31, 2022. 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
- 245
- −6 vs. Q4 2021
- Shares held
- 59.3M
- −463.3K (−0.8%) vs. Q4 2021
- Total value
- $2.43B
- −$557.3M (−18.7%) vs. Q4 2021
- New holders
- 31
- 94 more added
- Sold out
- 37
- 88 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,289,037 | $380.2M | 0.01% | +85,465+0.9% | Added |
| Vanguard Group Inc | 7,558,601 | $309.4M | 0.01% | +58,160+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,120,010 | $209.6M | 0.56% | +548,598+12.0% | Added |
| American Century Companies Inc | 3,582,147 | $146.6M | 0.10% | +216,824+6.4% | Added |
| Capital International Investors | 3,472,822 | $142.3M | 0.03% | +8,381+0.2% | Added |
| Boston Partners | 3,094,644 | $126.6M | 0.15% | −916,686−22.9% | Reduced |
| State Street Corp | 2,056,256 | $84.2M | 0.00% | +42,639+2.1% | Added |
| Dimensional Fund Advisors LP | 1,532,175 | $62.7M | 0.02% | +7,398+0.5% | Added |
| Renaissance Technologies LLC | 1,310,526 | $53.6M | 0.06% | +26,935+2.1% | Added |
| Loomis Sayles & Co L P | 1,218,180 | $49.9M | 0.07% | −23,239−1.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,072,547 | $43.9M | 0.26% | +4,024+0.4% | Added |
| Geode Capital Management, LLC | 1,052,652 | $43.1M | 0.01% | +36,603+3.6% | Added |
| Northern Trust Corp | 908,985 | $37.2M | 0.01% | −2,111−0.2% | Reduced |
| Capital Group Private Client Services, Inc. | 833,533 | $34.1M | 0.37% | +2,950+0.4% | Added |
| Bank of New York Mellon Corp | 724,568 | $29.7M | 0.01% | −18,506−2.5% | Reduced |
| Wells Fargo & Company | 703,023 | $28.8M | 0.01% | +169,941+31.9% | Added |
| North Star Asset Management Inc | 699,329 | $28.6M | 1.58% | −11,177−1.6% | Reduced |
| Bank of America Corp | 670,492 | $27.4M | 0.00% | −35,530−5.0% | Reduced |
| Goldman Sachs Group Inc | 638,644 | $26.1M | 0.01% | +546,369+592.1% | Added |
| Norges Bank | 597,145 | $24.4M | 0.01% | −13,006−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 571,972 | $23.4M | 0.01% | −47,938−7.7% | Reduced |
| Invesco Ltd. | 510,250 | $20.9M | 0.01% | −71,223−12.2% | Reduced |
| Natixis Advisors, L.P. | 492,037 | $20.1M | 0.08% | +81,987+20.0% | Added |
| Schroder Investment Management Group | 447,929 | $18.6M | 0.02% | +93,763+26.5% | Added |
| Principal Financial Group Inc | 452,470 | $18.5M | 0.01% | −23,340−4.9% | Reduced |
| Price T Rowe Associates Inc | 429,480 | $17.6M | 0.00% | +404,056+1,589.3% | Added |
| Man Group plc | 415,371 | $17.0M | 0.06% | −56,749−12.0% | Reduced |
| Nuveen Asset Management, LLC | 366,399 | $15.3M | 0.00% | −1,341−0.4% | Reduced |
| SEI Investments Co | 361,523 | $14.8M | 0.03% | +67,647+23.0% | Added |
| Bares Capital Management, Inc. | 355,200 | $14.5M | 0.34% | +50,000+16.4% | Added |
| Morgan Stanley | 317,338 | $13.0M | 0.00% | +44,289+16.2% | Added |
| Ameriprise Financial Inc | 304,764 | $12.2M | 0.00% | −2,830−0.9% | Reduced |
| Royal Bank of Canada | 285,552 | $11.7M | 0.00% | +6,523+2.3% | Added |
| ETF Managers Group, LLC | 277,351 | $11.5M | 0.23% | +13,133+5.0% | Added |
| DF Dent & Co Inc | 279,538 | $11.4M | 0.13% | −81,457−22.6% | Reduced |
| Royce & Associates LP | 268,261 | $11.0M | 0.09% | −37,601−12.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 253,800 | $10.4M | 0.87% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 238,328 | $9.76M | 0.01% | −8,545−3.5% | Reduced |
| Deutsche Bank AG | 232,645 | $9.52M | 0.00% | −7,996−3.3% | Reduced |
| Envestnet Asset Management Inc | 231,286 | $9.47M | 0.00% | +43,752+23.3% | Added |
| Eagle Asset Management Inc | 226,814 | $9.28M | 0.05% | −8,485−3.6% | Reduced |
| Nicholas Company, Inc. | 215,910 | $8.84M | 0.16% | 00.0% | Unchanged |
| Voya Investment Management LLC | 195,922 | $8.02M | 0.02% | −196,941−50.1% | Reduced |
| Nordea Investment Management AB | 178,329 | $7.47M | 0.01% | +8,757+5.2% | Added |
| Legal & General Group Plc | 182,391 | $7.46M | 0.00% | −459−0.3% | Reduced |
| Victory Capital Management Inc | 180,772 | $7.37M | 0.01% | +27,231+17.7% | Added |
| Clifford Capital Partners LLC | 175,972 | $7.20M | 3.89% | +47,898+37.4% | Added |
| JPMorgan Chase & Co | 175,265 | $7.17M | 0.00% | −78,130−30.8% | Reduced |
| Alliancebernstein L.P. | 170,252 | $6.97M | 0.00% | −9,389−5.2% | Reduced |
| Rhumbline Advisers | 147,724 | $6.05M | 0.01% | +5,874+4.1% | Added |
| Two Sigma Advisers, LP | 147,100 | $6.02M | 0.02% | +59,000+67.0% | Added |
| Swiss National Bank | 144,674 | $5.92M | 0.00% | +10,000+7.4% | Added |
| Stifel Financial Corp | 141,425 | $5.79M | 0.01% | +24,417+20.9% | Added |
| Capital International Sarl | 113,740 | $4.66M | 0.23% | −8,821−7.2% | Reduced |
| Public Sector Pension Investment Board | 111,491 | $4.56M | 0.03% | −10,180−8.4% | Reduced |
| LSV Asset Management | 104,000 | $4.26M | 0.01% | −10,400−9.1% | Reduced |
| Raymond James & Associates | 93,468 | $3.83M | 0.00% | −44,895−32.4% | Reduced |
| Seizert Capital Partners, LLC | 92,917 | $3.80M | 0.17% | +73+0.1% | Added |
| Heartland Advisors Inc | 90,000 | $3.68M | 0.23% | −65,000−41.9% | Reduced |
| California State Teachers Retirement System | 77,733 | $3.18M | 0.00% | −6,986−8.2% | Reduced |
| UBS Asset Management Americas Inc | 76,237 | $3.12M | 0.00% | +9,584+14.4% | Added |
| Citigroup Inc | 74,614 | $3.05M | 0.00% | −577−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 70,764 | $2.90M | 0.01% | −2,889−3.9% | Reduced |
| Credit Suisse AG | 67,703 | $2.77M | 0.00% | +9,522+16.4% | Added |
| Alpine Peaks Capital, LP | 67,100 | $2.75M | 2.83% | 00.0% | Unchanged |
| Truist Financial Corp | 65,379 | $2.68M | 0.00% | +18,181+38.5% | Added |
| New York State Common Retirement Fund | 62,433 | $2.56M | 0.00% | +49+0.1% | Added |
| First Trust Advisors LP | 61,930 | $2.54M | 0.00% | −10,649−14.7% | Reduced |
| State of New Jersey Common Pension Fund D | 59,843 | $2.45M | 0.01% | −4,887−7.5% | Reduced |
| New York State Teachers Retirement System | 58,051 | $2.38M | 0.00% | +100+0.2% | Added |
| Yousif Capital Management, LLC | 53,873 | $2.21M | 0.02% | −227−0.4% | Reduced |
| Great West Life Assurance Co | 51,713 | $2.17M | 0.00% | −184−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,497 | $2.11M | 0.02% | +6,349+14.1% | Added |
| Two Sigma Investments, LP | 51,475 | $2.11M | 0.01% | +51,475 | New |
| Comerica Bank | 51,010 | $2.09M | 0.02% | −305−0.6% | Reduced |
| State of Wisconsin Investment Board | 50,800 | $2.08M | 0.00% | +50,800 | New |
| Bridge City Capital, LLC | 50,368 | $2.06M | 0.96% | −181−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 50,326 | $2.06M | 0.06% | +3,210+6.8% | Added |
| Mendon Capital Advisors Corp | 50,000 | $2.05M | 0.68% | 00.0% | Unchanged |
| Barclays PLC | 49,550 | $2.03M | 0.00% | −29,473−37.3% | Reduced |
| Thrivent Financial for Lutherans | 48,629 | $1.99M | 0.00% | +160.0% | Added |
| Bank of Montreal | 47,353 | $1.97M | 0.00% | +2,028+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 46,863 | $1.92M | 0.00% | +76+0.2% | Added |
| First Republic Investment Management, Inc. | 45,966 | $1.88M | 0.00% | +11,997+35.3% | Added |
| State of Tennessee, Treasury Department | 45,163 | $1.85M | 0.01% | +3,445+8.3% | Added |
| Interval Partners, LP | 44,747 | $1.83M | 0.14% | −21,756−32.7% | Reduced |
| The PNC Financial Services Group, Inc. | 42,563 | $1.74M | 0.00% | −687−1.6% | Reduced |
| Texas Permanent School Fund | 42,349 | $1.73M | 0.02% | −907−2.1% | Reduced |
| Polaris Capital Management, LLC | 42,300 | $1.73M | 0.06% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 41,667 | $1.71M | 0.02% | −630−1.5% | Reduced |
| Davenport & Co LLC | 41,212 | $1.69M | 0.01% | +10,804+35.5% | Added |
| Willis Investment Counsel | 40,560 | $1.66M | 0.09% | −1,205−2.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.64M | 0.74% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 39,026 | $1.60M | 0.00% | +9,536+32.3% | Added |
| Intercontinental Wealth Advisors, LLC | 38,922 | $1.59M | 0.36% | +10,027+34.7% | Added |
| Winton Group Ltd | 36,057 | $1.48M | 0.08% | +7,050+24.3% | Added |
| American International Group, Inc. | 34,638 | $1.42M | 0.01% | −2,130−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 11,065 | $1.38M | 0.00% | +192+1.8% | Added |
| Federated Hermes, Inc. | 33,464 | $1.37M | 0.00% | −33−0.1% | Reduced |
| MetLife Investment Management | 32,586 | $1.33M | 0.01% | +11,570+55.1% | Added |