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, Q3 2022
Institutional positions in EVERTEC, Inc. as of Sep 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
- 250
- +13 vs. Q2 2022
- Shares held
- 64.3M
- +5.50M (+9.3%) vs. Q2 2022
- Total value
- $2.02B
- −$165.8M (−7.6%) vs. Q2 2022
- New holders
- 38
- 108 more added
- Sold out
- 25
- 69 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,066,208 | $315.6M | 0.01% | +845,669+9.2% | Added |
| Vanguard Group Inc | 7,532,246 | $236.1M | 0.01% | −65,932−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,788,059 | $150.1M | 0.50% | −117,502−2.4% | Reduced |
| American Century Companies Inc | 4,072,446 | $127.7M | 0.11% | +291,539+7.7% | Added |
| Capital International Investors | 3,568,061 | $112.0M | 0.03% | +10,982+0.3% | Added |
| State Street Corp | 2,179,879 | $68.3M | 0.00% | +114,678+5.6% | Added |
| Boston Partners | 2,150,596 | $67.4M | 0.10% | −1,012,026−32.0% | Reduced |
| River Road Asset Management, LLC | 1,790,561 | $56.1M | 0.84% | +1,790,561 | New |
| Dimensional Fund Advisors LP | 1,571,244 | $49.3M | 0.02% | +8,731+0.6% | Added |
| Loomis Sayles & Co L P | 1,275,194 | $40.0M | 0.08% | +63,181+5.2% | Added |
| Geode Capital Management, LLC | 1,243,236 | $39.0M | 0.01% | +94,803+8.3% | Added |
| Renaissance Technologies LLC | 1,117,926 | $35.0M | 0.05% | −140,608−11.2% | Reduced |
| Northern Trust Corp | 911,936 | $28.6M | 0.01% | +45,038+5.2% | Added |
| Capital Group Private Client Services, Inc. | 830,525 | $26.0M | 0.37% | −10,818−1.3% | Reduced |
| Bank of New York Mellon Corp | 755,743 | $23.7M | 0.01% | +42,667+6.0% | Added |
| North Star Asset Management Inc | 738,381 | $23.1M | 1.58% | +38,814+5.5% | Added |
| Ameriprise Financial Inc | 727,402 | $22.9M | 0.01% | +223,666+44.4% | Added |
| Morgan Stanley | 714,037 | $22.4M | 0.00% | +179,135+33.5% | Added |
| Janus Henderson Group PLC | 639,263 | $20.0M | 0.02% | +627,237+5,215.7% | Added |
| Charles Schwab Investment Management Inc | 631,869 | $19.8M | 0.01% | +58,963+10.3% | Added |
| Wells Fargo & Company | 615,723 | $19.3M | 0.01% | −23,669−3.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 611,336 | $19.2M | 0.14% | +730.0% | Added |
| Norges Bank | 607,670 | $19.1M | 0.01% | −20,610−3.3% | Reduced |
| Bank of America Corp | 582,490 | $18.3M | 0.00% | −1,191−0.2% | Reduced |
| Invesco Ltd. | 524,142 | $16.4M | 0.01% | +70,714+15.6% | Added |
| Price T Rowe Associates Inc | 512,254 | $16.1M | 0.00% | +4,441+0.9% | Added |
| Natixis Advisors, L.P. | 509,602 | $16.0M | 0.07% | −41,470−7.5% | Reduced |
| Schroder Investment Management Group | 460,785 | $14.4M | 0.02% | −76,130−14.2% | Reduced |
| SEI Investments Co | 437,480 | $13.7M | 0.03% | +34,060+8.4% | Added |
| Principal Financial Group Inc | 421,810 | $13.2M | 0.01% | +13,364+3.3% | Added |
| Bares Capital Management, Inc. | 405,200 | $12.7M | 0.50% | +25,000+6.6% | Added |
| Royce & Associates LP | 338,224 | $10.6M | 0.12% | +26,722+8.6% | Added |
| One Fin Capital Management LP | 330,000 | $10.3M | 4.01% | +330,000 | New |
| Man Group plc | 327,702 | $10.3M | 0.05% | – | – |
| Goldman Sachs Group Inc | 308,643 | $9.68M | 0.00% | +8,082+2.7% | Added |
| Nuveen Asset Management, LLC | 303,872 | $9.53M | 0.00% | −63,969−17.4% | Reduced |
| DF Dent & Co Inc | 298,171 | $9.35M | 0.14% | −4,735−1.6% | Reduced |
| Royal Bank of Canada | 280,002 | $8.78M | 0.00% | −7,384−2.6% | Reduced |
| Clifford Capital Partners LLC | 266,791 | $8.36M | 3.58% | +723+0.3% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $7.96M | 0.87% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 251,400 | $7.88M | 0.02% | +94,500+60.2% | Added |
| Laurion Capital Management LP | 250,000 | $7.84M | 0.22% | +250,000 | New |
| Eagle Asset Management Inc | 239,618 | $7.51M | 0.05% | −3,026−1.2% | Reduced |
| Envestnet Asset Management Inc | 226,939 | $7.12M | 0.00% | −2,362−1.0% | Reduced |
| Raymond James & Associates | 224,708 | $7.04M | 0.01% | +135,182+151.0% | Added |
| Deutsche Bank AG | 222,675 | $6.98M | 0.00% | −4,722−2.1% | Reduced |
| Nicholas Company, Inc. | 216,175 | $6.78M | 0.16% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 215,517 | $6.76M | 0.22% | +13,421+6.6% | Added |
| JPMorgan Chase & Co | 212,515 | $6.66M | 0.00% | −11,985−5.3% | Reduced |
| Two Sigma Investments, LP | 206,648 | $6.48M | 0.02% | +154,047+292.9% | Added |
| Millennium Management LLC | 200,855 | $6.30M | 0.01% | +111,037+123.6% | Added |
| Heartland Advisors Inc | 194,900 | $6.11M | 0.46% | +104,900+116.6% | Added |
| Victory Capital Management Inc | 190,457 | $5.97M | 0.01% | +17,403+10.1% | Added |
| Legal & General Group Plc | 186,450 | $5.84M | 0.00% | +13,976+8.1% | Added |
| Nordea Investment Management AB | 170,928 | $5.45M | 0.01% | −871−0.5% | Reduced |
| Alliancebernstein L.P. | 172,660 | $5.41M | 0.00% | +1,410+0.8% | Added |
| Rhumbline Advisers | 172,202 | $5.40M | 0.01% | +19,239+12.6% | Added |
| Voya Investment Management LLC | 150,197 | $4.71M | 0.01% | +13,307+9.7% | Added |
| Marshall Wace, LLP | 147,926 | $4.64M | 0.01% | +147,926 | New |
| Voloridge Investment Management, LLC | 144,792 | $4.54M | 0.02% | +94,922+190.3% | Added |
| Swiss National Bank | 144,674 | $4.54M | 0.00% | 00.0% | Unchanged |
| Alpine Peaks Capital, LP | 136,715 | $4.29M | 3.85% | +69,615+103.7% | Added |
| Stifel Financial Corp | 134,841 | $4.23M | 0.01% | −2,745−2.0% | Reduced |
| Interval Partners, LP | 132,282 | $4.15M | 0.24% | +13,898+11.7% | Added |
| UBS Group AG | 130,503 | $4.09M | 0.00% | +3,483+2.7% | Added |
| Hudson Bay Capital Management LP | 125,000 | $3.92M | 0.04% | +125,000 | New |
| Seizert Capital Partners, LLC | 122,897 | $3.85M | 0.22% | +30,105+32.4% | Added |
| Public Sector Pension Investment Board | 120,933 | $3.79M | 0.03% | +11,006+10.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 115,000 | $3.60M | 0.19% | −35,000−23.3% | Reduced |
| Comerica Bank | 78,533 | $2.64M | 0.02% | +27,803+54.8% | Added |
| California State Teachers Retirement System | 77,042 | $2.42M | 0.00% | −926−1.2% | Reduced |
| Great West Life Assurance Co | 76,463 | $2.40M | 0.01% | +17,633+30.0% | Added |
| State Board of Administration of Florida Retirement System | 74,894 | $2.35M | 0.01% | −2,471−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 71,419 | $2.24M | 0.01% | +11,576+19.3% | Added |
| Citigroup Inc | 69,849 | $2.19M | 0.00% | +12,999+22.9% | Added |
| Truist Financial Corp | 68,850 | $2.16M | 0.00% | +685+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 68,251 | $2.14M | 0.02% | +33,791+98.1% | Added |
| Thrivent Financial for Lutherans | 68,199 | $2.14M | 0.01% | +9,858+16.9% | Added |
| Credit Suisse AG | 64,936 | $2.04M | 0.00% | +352+0.5% | Added |
| UBS Asset Management Americas Inc | 62,764 | $1.97M | 0.00% | −10,560−14.4% | Reduced |
| State of Wisconsin Investment Board | 62,138 | $1.95M | 0.01% | −4,020−6.1% | Reduced |
| New York State Common Retirement Fund | 60,973 | $1.91M | 0.00% | +116+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 60,111 | $1.88M | 0.02% | +5,977+11.0% | Added |
| New York State Teachers Retirement System | 58,551 | $1.84M | 0.00% | +600+1.0% | Added |
| Citadel Advisors LLC | 57,038 | $1.79M | 0.00% | +57,038 | New |
| Aptus Capital Advisors, LLC | 55,462 | $1.74M | 0.06% | +3,210+6.1% | Added |
| Jane Street Group, LLC | 54,854 | $1.72M | 0.00% | +37,851+222.6% | Added |
| State of Tennessee, Treasury Department | 53,228 | $1.67M | 0.01% | +8,486+19.0% | Added |
| Yousif Capital Management, LLC | 52,977 | $1.66M | 0.02% | +4,339+8.9% | Added |
| BNP Paribas Arbitrage, SA | 52,205 | $1.64M | 0.00% | +6,468+14.1% | Added |
| Bridge City Capital, LLC | 52,043 | $1.63M | 0.90% | +1,763+3.5% | Added |
| First Trust Advisors LP | 50,791 | $1.59M | 0.00% | +17,995+54.9% | Added |
| RMB Capital Management, LLC | 50,000 | $1.57M | 0.06% | 00.0% | Unchanged |
| Aristides Capital LLC | 47,540 | $1.49M | 1.27% | +13,967+41.6% | Added |
| Texas Permanent School Fund | 47,451 | $1.49M | 0.02% | +4,488+10.4% | Added |
| State of Alaska, Department of Revenue | 45,676 | $1.43M | 0.02% | +754+1.7% | Added |
| Holocene Advisors, LP | 44,657 | $1.40M | 0.01% | +2,397+5.7% | Added |
| Polaris Capital Management, LLC | 42,300 | $1.33M | 0.05% | 00.0% | Unchanged |
| Winton Group Ltd | 41,895 | $1.31M | 0.09% | −1,901−4.3% | Reduced |
| Bank of Montreal | 40,096 | $1.29M | 0.00% | +2,492+6.6% | Added |