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, Q2 2022
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 239
- +1 vs. Q1 2022
- Shares held
- 58.8M
- −176.7K (−0.3%) vs. Q1 2022
- Total value
- $2.18B
- −$233.3M (−9.7%) vs. Q1 2022
- New holders
- 32
- 83 more added
- Sold out
- 31
- 84 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 242,644 | $8.95M | 0.06% | +15,830+7.0% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $9.36M | 0.96% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 266,068 | $9.81M | 3.92% | +90,096+51.2% | Added |
| Royal Bank of Canada | 287,386 | $10.6M | 0.00% | +1,834+0.6% | Added |
| Goldman Sachs Group Inc | 300,561 | $11.1M | 0.00% | −338,083−52.9% | Reduced |
| DF Dent & Co Inc | 302,906 | $11.2M | 0.16% | +23,368+8.4% | Added |
| Royce & Associates LP | 311,502 | $11.5M | 0.12% | +43,241+16.1% | Added |
| Nuveen Asset Management, LLC | 367,841 | $13.6M | 0.01% | +1,442+0.4% | Added |
| Bares Capital Management, Inc. | 380,200 | $14.0M | 0.51% | +25,000+7.0% | Added |
| Man Group plc | – | $14.2M | 0.06% | – | – |
| SEI Investments Co | 403,420 | $14.9M | 0.03% | +41,897+11.6% | Added |
| Principal Financial Group Inc | 408,446 | $15.1M | 0.01% | −44,024−9.7% | Reduced |
| Invesco Ltd. | 453,428 | $16.7M | 0.01% | −56,822−11.1% | Reduced |
| Ameriprise Financial Inc | 503,736 | $18.5M | 0.01% | +198,972+65.3% | Added |
| Price T Rowe Associates Inc | 507,813 | $18.7M | 0.00% | +78,333+18.2% | Added |
| Schroder Investment Management Group | 536,915 | $19.5M | 0.03% | +88,986+19.9% | Added |
| Morgan Stanley | 534,902 | $19.7M | 0.00% | +217,564+68.6% | Added |
| Natixis Advisors, L.P. | 551,072 | $20.3M | 0.09% | +59,035+12.0% | Added |
| Charles Schwab Investment Management Inc | 572,906 | $21.1M | 0.01% | +934+0.2% | Added |
| Bank of America Corp | 583,681 | $21.5M | 0.00% | −86,811−12.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 611,263 | $22.5M | 0.16% | −461,284−43.0% | Reduced |
| Norges Bank | 628,280 | $23.2M | 0.01% | +31,135+5.2% | Added |
| Wells Fargo & Company | 639,392 | $23.6M | 0.01% | −63,631−9.1% | Reduced |
| North Star Asset Management Inc | 699,567 | $25.8M | 1.70% | +2380.0% | Added |
| Bank of New York Mellon Corp | 713,076 | $26.3M | 0.01% | −11,492−1.6% | Reduced |
| Capital Group Private Client Services, Inc. | 841,343 | $31.0M | 0.40% | +7,810+0.9% | Added |
| Northern Trust Corp | 866,898 | $32.0M | 0.01% | −42,087−4.6% | Reduced |
| Geode Capital Management, LLC | 1,148,433 | $42.4M | 0.01% | +95,781+9.1% | Added |
| Loomis Sayles & Co L P | 1,212,013 | $44.7M | 0.08% | −6,167−0.5% | Reduced |
| Renaissance Technologies LLC | 1,258,534 | $46.4M | 0.05% | −51,992−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,562,513 | $57.6M | 0.02% | +30,338+2.0% | Added |
| State Street Corp | 2,065,201 | $76.2M | 0.00% | +8,945+0.4% | Added |
| Boston Partners | 3,162,622 | $116.9M | 0.16% | +67,978+2.2% | Added |
| Capital International Investors | 3,557,079 | $131.1M | 0.04% | +84,257+2.4% | Added |
| American Century Companies Inc | 3,780,907 | $139.4M | 0.11% | +198,760+5.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,905,561 | $180.9M | 0.57% | −214,449−4.2% | Reduced |
| Vanguard Group Inc | 7,598,178 | $280.2M | 0.01% | +39,577+0.5% | Added |
| BlackRock Inc. | 9,220,539 | $340.1M | 0.01% | −68,498−0.7% | Reduced |
| IFP Advisors, Inc | 13 | – | – | 00.0% | Unchanged |
| Capital International Sarl | 0 | $0 | 0.00% | −113,740−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −29,990−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −24,358−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −15,845−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,495−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,948−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −9,798−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −8,961−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,720−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,957−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −7,604−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,282−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −6,096−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −5,814−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −5,340−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,317−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −818−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Mendon Capital Advisors Corp | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |