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 |
|---|---|---|---|---|---|
| Jennison Associates LLC | 31,438 | $1.29M | 0.00% | +3,717+13.4% | Added |
| Los Angeles Capital Management LLC | 29,990 | $1.23M | 0.00% | −18,920−38.7% | Reduced |
| Gsa Capital Partners LLP | 29,605 | $1.21M | 0.16% | +29,605 | New |
| 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 |
| Louisiana State Employees Retirement System | 29,000 | $1.19M | 0.03% | +100+0.3% | Added |
| HighTower Advisors, LLC | 28,929 | $1.18M | 0.00% | +3,976+15.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,595 | $1.09M | 0.09% | +3,069+13.0% | Added |
| Bokf, NA | 25,374 | $1.04M | 0.02% | +1,028+4.2% | Added |
| Fort, L.P. | 24,375 | $998.0K | 0.38% | −2,909−10.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 24,358 | $997.0K | 0.00% | −46,156−65.5% | Reduced |
| Maryland State Retirement & Pension System | 23,954 | $980.0K | 0.03% | +140+0.6% | Added |
| Duality Advisers, LP | 23,918 | $979.0K | 0.11% | +23,918 | New |
| Manufacturers Life Insurance Company, The | 23,452 | $959.9K | 0.00% | −6,030−20.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,406 | $958.0K | 0.01% | −19,394−45.3% | Reduced |
| Ensign Peak Advisors, Inc | 23,090 | $945.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,662 | $928.0K | 0.01% | −500−2.2% | Reduced |
| Guggenheim Capital LLC | 20,014 | $819.0K | 0.00% | +2,011+11.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 19,500 | $798.0K | 0.00% | 00.0% | Unchanged |
| JLB & Associates Inc | 18,703 | $765.0K | 0.11% | +4,050+27.6% | Added |
| HSBC Holdings PLC | 17,663 | $733.0K | 0.00% | +6,814+62.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $694.0K | 0.26% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 16,900 | $692.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,770 | $686.0K | 0.00% | +907+5.7% | Added |
| Martingale Asset Management L P | 16,625 | $681.0K | 0.01% | −15,211−47.8% | Reduced |
| Arizona State Retirement System | 16,536 | $677.0K | 0.01% | +71+0.4% | Added |
| UBS Group AG | 16,027 | $656.0K | 0.00% | −12,631−44.1% | Reduced |
| Ci Investments Inc. | 15,845 | $649.0K | 0.00% | −5,401−25.4% | Reduced |
| Private Advisor Group, LLC | 15,245 | $624.0K | 0.00% | +3,249+27.1% | Added |
| Prudential Financial Inc | 15,213 | $623.0K | 0.00% | −11,671−43.4% | Reduced |
| TD Asset Management Inc | 14,699 | $602.0K | 0.00% | −102,767−87.5% | Reduced |
| AQR Capital Management LLC | 14,227 | $582.0K | 0.00% | +948+7.1% | Added |
| Sawtooth Solutions, LLC | 13,985 | $572.0K | 0.07% | −9,563−40.6% | Reduced |
| Exchange Traded Concepts, LLC | 13,922 | $570.0K | 0.01% | −14,230−50.5% | Reduced |
| Handelsbanken Fonder AB | 13,900 | $569.0K | 0.00% | −3,000−17.8% | Reduced |
| Virginia Retirement Systems Et Al | 13,700 | $561.0K | 0.01% | −24,300−63.9% | Reduced |
| ProShare Advisors LLC | 13,440 | $550.0K | 0.00% | −1,665−11.0% | Reduced |
| 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 |
| Squarepoint Ops LLC | 12,495 | $511.0K | 0.00% | +12,495 | New |
| DuPont Capital Management Corp | 12,094 | $495.0K | 0.02% | −1,070−8.1% | Reduced |
| Janus Henderson Group PLC | 12,026 | $492.0K | 0.00% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 12,827 | $485.0K | 0.47% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,948 | $448.0K | 0.00% | −7,940−42.0% | Reduced |
| Oppenheimer Asset Management Inc. | 10,835 | $443.0K | 0.01% | −4,818−30.8% | Reduced |
| Holocene Advisors, LP | 10,796 | $442.0K | 0.00% | −4,992−31.6% | Reduced |
| Everence Capital Management Inc | 10,810 | $442.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 10,690 | $438.0K | 0.09% | −70−0.7% | Reduced |
| Janney Montgomery Scott LLC | 10,419 | $426.0K | 0.00% | +1,316+14.5% | Added |
| Vident Investment Advisory, LLC | 10,040 | $411.0K | 0.01% | +444+4.6% | Added |
| Ellsworth Advisors, LLC | 9,798 | $402.0K | 0.14% | +9,798 | New |
| Smith Group Asset Management, LLC | 9,141 | $374.0K | 0.02% | −6,562−41.8% | Reduced |
| NinePointTwo Capital | 8,961 | $366.0K | 0.10% | +8,961 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,775 | $359.0K | 0.00% | −1,905−17.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,720 | $357.0K | 0.04% | +8,720 | New |
| Mutual of America Capital Management LLC | 8,608 | $352.0K | 0.00% | +447+5.5% | Added |
| Meritage Portfolio Management | 8,300 | $340.0K | 0.02% | +844+11.3% | Added |
| Vestmark Advisory Solutions, Inc. | 8,249 | $338.0K | 0.02% | +821+11.1% | Added |
| Shell Asset Management Co | 8,054 | $330.0K | 0.01% | −1,191−12.9% | Reduced |
| Susquehanna International Group, LLP | 7,957 | $326.0K | 0.00% | +1,249+18.6% | Added |
| Voya Financial Advisors, Inc. | 7,732 | $321.0K | 0.04% | +1,446+23.0% | Added |
| Lazard Asset Management LLC | 7,634 | $312.0K | 0.00% | −1,012−11.7% | Reduced |
| Citadel Advisors LLC | 7,604 | $311.0K | 0.00% | −17,765−70.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $300.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 7,282 | $298.0K | 0.04% | +7,282 | New |
| Crossmark Global Holdings, Inc. | 6,220 | $255.0K | 0.01% | +80+1.3% | Added |
| Profund Advisors LLC | 6,096 | $250.0K | 0.01% | +180+3.0% | Added |
| LPL Financial LLC | 5,814 | $238.0K | 0.00% | +726+14.3% | Added |
| Pearl River Capital, LLC | 5,760 | $236.0K | 0.06% | +5,760 | New |
| Marshall Financial Group LLC | 5,340 | $219.0K | 0.09% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,317 | $218.0K | 0.02% | −487−8.4% | Reduced |
| Wealth Alliance | 5,321 | $218.0K | 0.04% | −163−3.0% | Reduced |
| Assetmark, Inc | 5,287 | $216.0K | 0.00% | +2,673+102.3% | Added |
| TD Ameritrade Investment Management, LLC | 4,882 | $200.0K | 0.00% | −329−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,750 | $194.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,822 | $156.0K | 0.03% | +34+0.9% | Added |
| Metropolitan Life Insurance Co | 3,797 | $155.4K | 0.01% | −11,570−75.3% | Reduced |
| Penserra Capital Management LLC | 3,768 | $154.0K | 0.00% | +3,768 | New |
| SG Americas Securities, LLC | 3,496 | $143.0K | 0.00% | −122,656−97.2% | Reduced |
| FMR LLC | 3,176 | $130.0K | 0.00% | +1,533+93.3% | Added |
| Globeflex Capital L P | 3,132 | $128.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 2,937 | $120.0K | 0.00% | +2,937 | New |
| Tortoise Index Solutions, LLC | 2,727 | $112.0K | 0.02% | +338+14.1% | Added |
| Macquarie Group Ltd | 2,059 | $84.0K | 0.00% | −461,357−99.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,870 | $77.0K | 0.00% | −90−4.6% | Reduced |
| Sit Investment Associates Inc | 1,800 | $74.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,585 | $65.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,565 | $64.1K | 0.00% | +21+1.4% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $60.0K | 0.01% | −378−20.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,332 | $54.0K | 0.00% | −11,691−89.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,303 | $53.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,269 | $51.9K | 0.00% | +11+0.9% | Added |
| State of Wyoming | 1,106 | $45.0K | 0.02% | −1,634−59.6% | Reduced |
| Sutton Wealth Advisors Inc. | 1,007 | $41.2K | 0.01% | +45+4.7% | Added |
| Altshuler Shaham Ltd | 918 | $38.0K | 0.00% | +55+6.4% | Added |
| TD Private Client Wealth LLC | 916 | $37.5K | 0.00% | +916 | New |
| Captrust Financial Advisors | 812 | $33.0K | 0.00% | +99+13.9% | Added |
| Fortitude Advisory Group L.L.C. | 818 | $33.0K | 0.02% | +124+17.9% | Added |
| Bellevue Group AG | 739 | $30.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 600 | $25.0K | 0.00% | +559+1,363.4% | Added |