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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.

Institutional holdersQ1 2022: 245 institutions
Q1 2021: 217 institutionsQ2 2021: 226 institutionsQ3 2021: 233 institutionsQ4 2021: 254 institutionsQ1 2022: 245 institutionsQ2 2022: 239 institutionsQ3 2022: 250 institutionsQ4 2022: 250 institutionsQ1 2023: 249 institutionsQ2 2023: 236 institutionsQ3 2023: 254 institutionsQ4 2023: 264 institutionsQ1 2024: 259 institutionsQ2 2024: 244 institutionsQ3 2024: 248 institutionsQ4 2024: 247 institutionsQ1 2025: 253 institutionsQ2 2025: 266 institutionsQ3 2025: 270 institutionsQ4 2025: 268 institutionsQ1 2026: 262 institutionsQ2 2026: 254 institutions
Value heldQ1 2022: $2.43B
Q1 2021: $2.16BQ2 2021: $2.54BQ3 2021: $2.69BQ4 2021: $2.99BQ1 2022: $2.43BQ2 2022: $2.18BQ3 2022: $2.02BQ4 2022: $2.05BQ1 2023: $2.13BQ2 2023: $2.32BQ3 2023: $2.38BQ4 2023: $2.66BQ1 2024: $2.63BQ2 2024: $2.15BQ3 2024: $2.19BQ4 2024: $2.25BQ1 2025: $2.34BQ2 2025: $2.31BQ3 2025: $2.14BQ4 2025: $1.79BQ1 2026: $1.75BQ2 2026: $1.69B
Institutions holding EVTC and their total value by quarter
QuarterHoldersValue
Q2 2026254$1.69B
Q1 2026262$1.75B
Q4 2025268$1.79B
Q3 2025270$2.14B
Q2 2025266$2.31B
Q1 2025253$2.34B
Q4 2024247$2.25B
Q3 2024248$2.19B
Q2 2024244$2.15B
Q1 2024259$2.63B
Q4 2023264$2.66B
Q3 2023254$2.38B
Q2 2023236$2.32B
Q1 2023249$2.13B
Q4 2022250$2.05B
Q3 2022250$2.02B
Q2 2022239$2.18B
Q1 2022245$2.43B
Q4 2021254$2.99B
Q3 2021233$2.69B
Q2 2021226$2.54B
Q1 2021217$2.16B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2021.

Institutions holding EVTC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust598$24.0K0.01%−321−34.9%Reduced
Steward Partners Investment Advisory, LLC510$21.0K0.00%+510New
Tilia Fiduciary Partners, Inc.435$18.0K0.02%00.0%Unchanged
Washington Trust Advisors, Inc.416$17.0K0.00%+111+36.4%Added
Leonteq Securities AG403$16.5K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC393$16.0K0.00%+112+39.9%Added
Institutional & Family Asset Management, LLC185$8.00K0.00%+44+31.2%Added
Signaturefd, LLC199$8.00K0.00%+170+586.2%Added
Meeder Asset Management Inc204$8.00K0.00%+204New
Zions Bancorporation, N.A.203$8.00K0.00%+203New
EverSource Wealth Advisors, LLC188$8.00K0.00%+188New
CWM, LLC169$7.00K0.00%+122+259.6%Added
Solstein Capital, LLC158$6.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP141$6.00K0.00%00.0%Unchanged
Group One Trading, L.P.150$6.00K0.00%+150New
Private Capital Group, LLC121$5.00K0.00%00.0%Unchanged
National Bank of Canada126$5.00K0.00%+72+133.3%Added
CIBC Private Wealth Group, LLC119$5.00K0.00%+119New
Aquatic Capital Management LLC100$4.00K0.01%−3,000−96.8%Reduced
Fifth Third Bancorp104$4.00K0.00%−101−49.3%Reduced
Bessemer Group Inc97$4.00K0.00%+3+3.2%Added
STRS Ohio100$4.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.78$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc83$3.00K0.00%+77+1,283.3%Added
University of Texas/Texas Am Investment Managment Co80$3.00K0.00%+80New
SRS Capital Advisors, Inc.56$2.00K0.00%−18−24.3%Reduced
Aua Capital Management, LLC57$2.00K0.00%00.0%Unchanged
FourThought Financial, LLC54$2.00K0.00%00.0%Unchanged
Proequities, Inc.48$2.00K0.00%00.0%Unchanged
Howe & Rusling Inc37$2.00K0.00%−12−24.5%Reduced
Clearstead Advisors, LLC59$2.00K0.00%+59New
Johnson Financial Group, Inc.50$2.00K0.00%+50New
Prospera Financial Services Inc39$2.00K0.00%+39New
Rockefeller Capital Management L.P.60$2.00K0.00%+60New
Global Retirement Partners, LLC57$2.00K0.00%+57New
TD Waterhouse Canada Inc.26$1.08K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC23$1.00K0.00%+6+35.3%Added
Quadrant Capital Group LLC23$1.00K0.00%−4−14.8%Reduced
Glassman Wealth Services26$1.00K0.00%+26New
Cordant, Inc.20$1.00K0.00%+20New
First Horizon Advisors, Inc.10$00.00%−16−61.5%Reduced
Schubert & Co12$00.00%+2+20.0%Added
Disciplined Investments, LLC11$00.00%+11New
SJS Investment Consulting Inc.2$00.00%+2New
IFP Advisors, Inc13––+13New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−216,734−100.0%Sold out
Rivulet Capital, LLC0$00.00%−166,552−100.0%Sold out
AXA S.A.0$00.00%−77,400−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−50,620−100.0%Sold out
Capital Fund Management S.A.0$00.00%−41,975−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−28,244−100.0%Sold out
Kiwi Wealth Investments Limited Partnership0$00.00%−25,275−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−22,791−100.0%Sold out
Affinity Investment Advisors, LLC0$00.00%−18,305−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−18,217−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−16,700−100.0%Sold out
First Hawaiian Bank0$00.00%−10,040−100.0%Sold out
Raffles Associates LP0$00.00%−10,000−100.0%Sold out
Alps Advisors Inc0$00.00%−8,052−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−8,014−100.0%Sold out
Lido Advisors, LLC0$00.00%−7,556−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−7,282−100.0%Sold out
Millennium Management LLC0$00.00%−7,047−100.0%Sold out
Baader Bank INC0$00.00%−7,000−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−6,021−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,239−100.0%Sold out
JB Capital LLC0$00.00%−4,965−100.0%Sold out
Verition Fund Management LLC0$00.00%−4,895−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−4,761−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−4,288−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−4,174−100.0%Sold out
Eaton Vance Management0$00.00%−1,921−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−606−100.0%Sold out
Signet Financial Management, LLC0$00.00%−555−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−435−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−402−100.0%Sold out
Retirement Planning Co of New England, Inc.0$00.00%−300−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−154−100.0%Sold out
Stephens Consulting, LLC0$00.00%−59−100.0%Sold out
Cambridge Trust Co0$00.00%−15−100.0%Sold out
Spire Wealth Management0$00.00%−21−100.0%Sold out
IronBridge Private Wealth, LLC0$00.00%−2−100.0%Sold out
6 Meridian––––Not filed
NEXT Financial Group, Inc––––Not filed
Bell Investment Advisors, Inc––––Not filed