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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 178,329 | $7.47M | 0.01% | +8,757+5.2% | Added |
| Voya Investment Management LLC | 195,922 | $8.02M | 0.02% | −196,941−50.1% | Reduced |
| Nicholas Company, Inc. | 215,910 | $8.84M | 0.16% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 226,814 | $9.28M | 0.05% | −8,485−3.6% | Reduced |
| Envestnet Asset Management Inc | 231,286 | $9.47M | 0.00% | +43,752+23.3% | Added |
| Deutsche Bank AG | 232,645 | $9.52M | 0.00% | −7,996−3.3% | Reduced |
| Parametric Portfolio Associates LLC | 238,328 | $9.76M | 0.01% | −8,545−3.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 253,800 | $10.4M | 0.87% | 00.0% | Unchanged |
| Royce & Associates LP | 268,261 | $11.0M | 0.09% | −37,601−12.3% | Reduced |
| DF Dent & Co Inc | 279,538 | $11.4M | 0.13% | −81,457−22.6% | Reduced |
| ETF Managers Group, LLC | 277,351 | $11.5M | 0.23% | +13,133+5.0% | Added |
| Royal Bank of Canada | 285,552 | $11.7M | 0.00% | +6,523+2.3% | Added |
| Ameriprise Financial Inc | 304,764 | $12.2M | 0.00% | −2,830−0.9% | Reduced |
| Morgan Stanley | 317,338 | $13.0M | 0.00% | +44,289+16.2% | Added |
| Bares Capital Management, Inc. | 355,200 | $14.5M | 0.34% | +50,000+16.4% | Added |
| SEI Investments Co | 361,523 | $14.8M | 0.03% | +67,647+23.0% | Added |
| Nuveen Asset Management, LLC | 366,399 | $15.3M | 0.00% | −1,341−0.4% | Reduced |
| Man Group plc | 415,371 | $17.0M | 0.06% | −56,749−12.0% | Reduced |
| Price T Rowe Associates Inc | 429,480 | $17.6M | 0.00% | +404,056+1,589.3% | Added |
| Principal Financial Group Inc | 452,470 | $18.5M | 0.01% | −23,340−4.9% | Reduced |
| Schroder Investment Management Group | 447,929 | $18.6M | 0.02% | +93,763+26.5% | Added |
| Natixis Advisors, L.P. | 492,037 | $20.1M | 0.08% | +81,987+20.0% | Added |
| Invesco Ltd. | 510,250 | $20.9M | 0.01% | −71,223−12.2% | Reduced |
| Charles Schwab Investment Management Inc | 571,972 | $23.4M | 0.01% | −47,938−7.7% | Reduced |
| Norges Bank | 597,145 | $24.4M | 0.01% | −13,006−2.1% | Reduced |
| Goldman Sachs Group Inc | 638,644 | $26.1M | 0.01% | +546,369+592.1% | Added |
| Bank of America Corp | 670,492 | $27.4M | 0.00% | −35,530−5.0% | Reduced |
| North Star Asset Management Inc | 699,329 | $28.6M | 1.58% | −11,177−1.6% | Reduced |
| Wells Fargo & Company | 703,023 | $28.8M | 0.01% | +169,941+31.9% | Added |
| Bank of New York Mellon Corp | 724,568 | $29.7M | 0.01% | −18,506−2.5% | Reduced |
| Capital Group Private Client Services, Inc. | 833,533 | $34.1M | 0.37% | +2,950+0.4% | Added |
| Northern Trust Corp | 908,985 | $37.2M | 0.01% | −2,111−0.2% | Reduced |
| Geode Capital Management, LLC | 1,052,652 | $43.1M | 0.01% | +36,603+3.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,072,547 | $43.9M | 0.26% | +4,024+0.4% | Added |
| Loomis Sayles & Co L P | 1,218,180 | $49.9M | 0.07% | −23,239−1.9% | Reduced |
| Renaissance Technologies LLC | 1,310,526 | $53.6M | 0.06% | +26,935+2.1% | Added |
| Dimensional Fund Advisors LP | 1,532,175 | $62.7M | 0.02% | +7,398+0.5% | Added |
| State Street Corp | 2,056,256 | $84.2M | 0.00% | +42,639+2.1% | Added |
| Boston Partners | 3,094,644 | $126.6M | 0.15% | −916,686−22.9% | Reduced |
| Capital International Investors | 3,472,822 | $142.3M | 0.03% | +8,381+0.2% | Added |
| American Century Companies Inc | 3,582,147 | $146.6M | 0.10% | +216,824+6.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,120,010 | $209.6M | 0.56% | +548,598+12.0% | Added |
| Vanguard Group Inc | 7,558,601 | $309.4M | 0.01% | +58,160+0.8% | Added |
| BlackRock Inc. | 9,289,037 | $380.2M | 0.01% | +85,465+0.9% | Added |
| IFP Advisors, Inc | 13 | – | – | +13 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −216,734−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −166,552−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −77,400−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −50,620−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −41,975−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,244−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −25,275−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −22,791−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −18,305−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −18,217−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,556−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −7,047−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Cedar Brook Financial Partners, LLC | 0 | $0 | 0.00% | −4,174−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| 6 Meridian | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |