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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 10,948 | $448.0K | 0.00% | −7,940−42.0% | Reduced |
| Paragon Private Wealth Management, LLC | 12,827 | $485.0K | 0.47% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 12,026 | $492.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 12,094 | $495.0K | 0.02% | −1,070−8.1% | Reduced |
| Squarepoint Ops LLC | 12,495 | $511.0K | 0.00% | +12,495 | New |
| Teacher Retirement System of Texas | 12,601 | $516.0K | 0.00% | +806+6.8% | Added |
| Russell Investments Group, Ltd. | 12,642 | $516.0K | 0.00% | +7,342+138.5% | Added |
| ProShare Advisors LLC | 13,440 | $550.0K | 0.00% | −1,665−11.0% | Reduced |
| Virginia Retirement Systems Et Al | 13,700 | $561.0K | 0.01% | −24,300−63.9% | Reduced |
| Handelsbanken Fonder AB | 13,900 | $569.0K | 0.00% | −3,000−17.8% | Reduced |
| Exchange Traded Concepts, LLC | 13,922 | $570.0K | 0.01% | −14,230−50.5% | Reduced |
| Sawtooth Solutions, LLC | 13,985 | $572.0K | 0.07% | −9,563−40.6% | Reduced |
| AQR Capital Management LLC | 14,227 | $582.0K | 0.00% | +948+7.1% | Added |
| TD Asset Management Inc | 14,699 | $602.0K | 0.00% | −102,767−87.5% | Reduced |
| Prudential Financial Inc | 15,213 | $623.0K | 0.00% | −11,671−43.4% | Reduced |
| Private Advisor Group, LLC | 15,245 | $624.0K | 0.00% | +3,249+27.1% | Added |
| Ci Investments Inc. | 15,845 | $649.0K | 0.00% | −5,401−25.4% | Reduced |
| UBS Group AG | 16,027 | $656.0K | 0.00% | −12,631−44.1% | Reduced |
| Arizona State Retirement System | 16,536 | $677.0K | 0.01% | +71+0.4% | Added |
| Martingale Asset Management L P | 16,625 | $681.0K | 0.01% | −15,211−47.8% | Reduced |
| MML Investors Services, LLC | 16,770 | $686.0K | 0.00% | +907+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 16,900 | $692.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $694.0K | 0.26% | 00.0% | Unchanged |
| HSBC Holdings PLC | 17,663 | $733.0K | 0.00% | +6,814+62.8% | Added |
| JLB & Associates Inc | 18,703 | $765.0K | 0.11% | +4,050+27.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 19,500 | $798.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 20,014 | $819.0K | 0.00% | +2,011+11.2% | Added |
| Oregon Public Employees Retirement Fund | 22,662 | $928.0K | 0.01% | −500−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 23,090 | $945.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 23,406 | $958.0K | 0.01% | −19,394−45.3% | Reduced |
| Manufacturers Life Insurance Company, The | 23,452 | $959.9K | 0.00% | −6,030−20.5% | Reduced |
| Duality Advisers, LP | 23,918 | $979.0K | 0.11% | +23,918 | New |
| Maryland State Retirement & Pension System | 23,954 | $980.0K | 0.03% | +140+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 24,358 | $997.0K | 0.00% | −46,156−65.5% | Reduced |
| Fort, L.P. | 24,375 | $998.0K | 0.38% | −2,909−10.7% | Reduced |
| Bokf, NA | 25,374 | $1.04M | 0.02% | +1,028+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,595 | $1.09M | 0.09% | +3,069+13.0% | Added |
| HighTower Advisors, LLC | 28,929 | $1.18M | 0.00% | +3,976+15.9% | Added |
| Louisiana State Employees Retirement System | 29,000 | $1.19M | 0.03% | +100+0.3% | Added |
| Amalgamated Bank | 29,483 | $1.21M | 0.01% | −1,600−5.1% | Reduced |
| Amalgamated Financial Corp. | 29,483 | $1.21M | 0.01% | +29,483 | New |
| Gsa Capital Partners LLP | 29,605 | $1.21M | 0.16% | +29,605 | New |
| Los Angeles Capital Management LLC | 29,990 | $1.23M | 0.00% | −18,920−38.7% | Reduced |
| Jennison Associates LLC | 31,438 | $1.29M | 0.00% | +3,717+13.4% | Added |
| MetLife Investment Management | 32,586 | $1.33M | 0.01% | +11,570+55.1% | Added |
| Federated Hermes, Inc. | 33,464 | $1.37M | 0.00% | −33−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,065 | $1.38M | 0.00% | +192+1.8% | Added |
| American International Group, Inc. | 34,638 | $1.42M | 0.01% | −2,130−5.8% | Reduced |
| Winton Group Ltd | 36,057 | $1.48M | 0.08% | +7,050+24.3% | Added |
| Intercontinental Wealth Advisors, LLC | 38,922 | $1.59M | 0.36% | +10,027+34.7% | Added |
| BNP Paribas Arbitrage, SA | 39,026 | $1.60M | 0.00% | +9,536+32.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.64M | 0.74% | 00.0% | Unchanged |
| Willis Investment Counsel | 40,560 | $1.66M | 0.09% | −1,205−2.9% | Reduced |
| Davenport & Co LLC | 41,212 | $1.69M | 0.01% | +10,804+35.5% | Added |
| State of Alaska, Department of Revenue | 41,667 | $1.71M | 0.02% | −630−1.5% | Reduced |
| Polaris Capital Management, LLC | 42,300 | $1.73M | 0.06% | 00.0% | Unchanged |
| Texas Permanent School Fund | 42,349 | $1.73M | 0.02% | −907−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 42,563 | $1.74M | 0.00% | −687−1.6% | Reduced |
| Interval Partners, LP | 44,747 | $1.83M | 0.14% | −21,756−32.7% | Reduced |
| State of Tennessee, Treasury Department | 45,163 | $1.85M | 0.01% | +3,445+8.3% | Added |
| First Republic Investment Management, Inc. | 45,966 | $1.88M | 0.00% | +11,997+35.3% | Added |
| Allspring Global Investments Holdings, LLC | 46,863 | $1.92M | 0.00% | +76+0.2% | Added |
| Bank of Montreal | 47,353 | $1.97M | 0.00% | +2,028+4.5% | Added |
| Thrivent Financial for Lutherans | 48,629 | $1.99M | 0.00% | +160.0% | Added |
| Barclays PLC | 49,550 | $2.03M | 0.00% | −29,473−37.3% | Reduced |
| Mendon Capital Advisors Corp | 50,000 | $2.05M | 0.68% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 50,326 | $2.06M | 0.06% | +3,210+6.8% | Added |
| Bridge City Capital, LLC | 50,368 | $2.06M | 0.96% | −181−0.4% | Reduced |
| State of Wisconsin Investment Board | 50,800 | $2.08M | 0.00% | +50,800 | New |
| Comerica Bank | 51,010 | $2.09M | 0.02% | −305−0.6% | Reduced |
| Two Sigma Investments, LP | 51,475 | $2.11M | 0.01% | +51,475 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,497 | $2.11M | 0.02% | +6,349+14.1% | Added |
| Great West Life Assurance Co | 51,713 | $2.17M | 0.00% | −184−0.4% | Reduced |
| Yousif Capital Management, LLC | 53,873 | $2.21M | 0.02% | −227−0.4% | Reduced |
| New York State Teachers Retirement System | 58,051 | $2.38M | 0.00% | +100+0.2% | Added |
| State of New Jersey Common Pension Fund D | 59,843 | $2.45M | 0.01% | −4,887−7.5% | Reduced |
| First Trust Advisors LP | 61,930 | $2.54M | 0.00% | −10,649−14.7% | Reduced |
| New York State Common Retirement Fund | 62,433 | $2.56M | 0.00% | +49+0.1% | Added |
| Truist Financial Corp | 65,379 | $2.68M | 0.00% | +18,181+38.5% | Added |
| Alpine Peaks Capital, LP | 67,100 | $2.75M | 2.83% | 00.0% | Unchanged |
| Credit Suisse AG | 67,703 | $2.77M | 0.00% | +9,522+16.4% | Added |
| State Board of Administration of Florida Retirement System | 70,764 | $2.90M | 0.01% | −2,889−3.9% | Reduced |
| Citigroup Inc | 74,614 | $3.05M | 0.00% | −577−0.8% | Reduced |
| UBS Asset Management Americas Inc | 76,237 | $3.12M | 0.00% | +9,584+14.4% | Added |
| California State Teachers Retirement System | 77,733 | $3.18M | 0.00% | −6,986−8.2% | Reduced |
| Heartland Advisors Inc | 90,000 | $3.68M | 0.23% | −65,000−41.9% | Reduced |
| Seizert Capital Partners, LLC | 92,917 | $3.80M | 0.17% | +73+0.1% | Added |
| Raymond James & Associates | 93,468 | $3.83M | 0.00% | −44,895−32.4% | Reduced |
| LSV Asset Management | 104,000 | $4.26M | 0.01% | −10,400−9.1% | Reduced |
| Public Sector Pension Investment Board | 111,491 | $4.56M | 0.03% | −10,180−8.4% | Reduced |
| Capital International Sarl | 113,740 | $4.66M | 0.23% | −8,821−7.2% | Reduced |
| Stifel Financial Corp | 141,425 | $5.79M | 0.01% | +24,417+20.9% | Added |
| Swiss National Bank | 144,674 | $5.92M | 0.00% | +10,000+7.4% | Added |
| Two Sigma Advisers, LP | 147,100 | $6.02M | 0.02% | +59,000+67.0% | Added |
| Rhumbline Advisers | 147,724 | $6.05M | 0.01% | +5,874+4.1% | Added |
| Alliancebernstein L.P. | 170,252 | $6.97M | 0.00% | −9,389−5.2% | Reduced |
| JPMorgan Chase & Co | 175,265 | $7.17M | 0.00% | −78,130−30.8% | Reduced |
| Clifford Capital Partners LLC | 175,972 | $7.20M | 3.89% | +47,898+37.4% | Added |
| Victory Capital Management Inc | 180,772 | $7.37M | 0.01% | +27,231+17.7% | Added |
| Legal & General Group Plc | 182,391 | $7.46M | 0.00% | −459−0.3% | Reduced |