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, Q4 2022
Institutional positions in EVERTEC, Inc. as of Dec 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
- 250
- +3 vs. Q3 2022
- Shares held
- 63.3M
- −1.02M (−1.6%) vs. Q3 2022
- Total value
- $2.05B
- +$32.0M (+1.6%) vs. Q3 2022
- New holders
- 33
- 87 more added
- Sold out
- 30
- 94 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,135,066 | $328.2M | 0.01% | +68,858+0.7% | Added |
| Vanguard Group Inc | 7,645,778 | $247.6M | 0.01% | +113,532+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,467,280 | $144.7M | 0.45% | −320,779−6.7% | Reduced |
| American Century Companies Inc | 4,260,431 | $138.0M | 0.11% | +187,985+4.6% | Added |
| Capital International Investors | 3,568,820 | $115.5M | 0.03% | +7590.0% | Added |
| State Street Corp | 2,215,240 | $71.7M | 0.00% | +35,361+1.6% | Added |
| River Road Asset Management, LLC | 2,035,896 | $65.9M | 0.90% | +245,335+13.7% | Added |
| Boston Partners | 1,972,071 | $63.9M | 0.09% | −178,525−8.3% | Reduced |
| Dimensional Fund Advisors LP | 1,592,464 | $51.6M | 0.02% | +21,220+1.4% | Added |
| Geode Capital Management, LLC | 1,266,738 | $41.0M | 0.01% | +23,502+1.9% | Added |
| Loomis Sayles & Co L P | 1,245,334 | $40.3M | 0.08% | −29,860−2.3% | Reduced |
| Renaissance Technologies LLC | 984,620 | $31.9M | 0.04% | −133,306−11.9% | Reduced |
| Northern Trust Corp | 900,648 | $29.2M | 0.01% | −11,288−1.2% | Reduced |
| Bank of New York Mellon Corp | 745,931 | $24.2M | 0.01% | −9,812−1.3% | Reduced |
| North Star Asset Management Inc | 739,247 | $23.9M | 1.49% | +866+0.1% | Added |
| Janus Henderson Group PLC | 720,541 | $23.3M | 0.02% | +81,278+12.7% | Added |
| Ameriprise Financial Inc | 682,971 | $22.1M | 0.01% | −44,431−6.1% | Reduced |
| Morgan Stanley | 662,164 | $21.4M | 0.00% | −51,873−7.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 644,851 | $20.9M | 0.13% | +33,515+5.5% | Added |
| Charles Schwab Investment Management Inc | 633,594 | $20.5M | 0.01% | +1,725+0.3% | Added |
| Capital Group Private Client Services, Inc. | 624,516 | $20.2M | 0.26% | −206,009−24.8% | Reduced |
| Norges Bank | 607,670 | $19.7M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 542,039 | $17.6M | 0.00% | −40,451−6.9% | Reduced |
| Wells Fargo & Company | 540,268 | $17.5M | 0.01% | −75,455−12.3% | Reduced |
| Price T Rowe Associates Inc | 512,506 | $16.6M | 0.00% | +2520.0% | Added |
| Invesco Ltd. | 462,416 | $15.0M | 0.00% | −61,726−11.8% | Reduced |
| SEI Investments Co | 447,852 | $14.5M | 0.03% | +10,372+2.4% | Added |
| Principal Financial Group Inc | 411,635 | $13.3M | 0.01% | −10,175−2.4% | Reduced |
| Bares Capital Management, Inc. | 405,200 | $13.1M | 0.50% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 389,745 | $12.6M | 0.05% | −119,857−23.5% | Reduced |
| Goldman Sachs Group Inc | 346,461 | $11.2M | 0.00% | +37,818+12.3% | Added |
| Schroder Investment Management Group | 343,549 | $11.1M | 0.02% | −117,236−25.4% | Reduced |
| Clifford Capital Partners LLC | 336,688 | $10.9M | 3.31% | +69,897+26.2% | Added |
| One Fin Capital Management LP | 330,000 | $10.7M | 4.87% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 326,337 | $10.6M | 0.00% | +22,465+7.4% | Added |
| Royal Bank of Canada | 284,659 | $9.22M | 0.00% | +4,657+1.7% | Added |
| DF Dent & Co Inc | 284,222 | $9.20M | 0.14% | −13,949−4.7% | Reduced |
| JPMorgan Chase & Co | 269,895 | $8.74M | 0.00% | +57,380+27.0% | Added |
| Eagle Asset Management Inc | 260,735 | $8.58M | 0.05% | +21,117+8.8% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $8.22M | 0.83% | 00.0% | Unchanged |
| Deutsche Bank AG | 252,840 | $8.19M | 0.00% | +30,165+13.5% | Added |
| Man Group plc | 252,774 | $8.18M | 0.03% | −74,928−22.9% | Reduced |
| Victory Capital Management Inc | 248,481 | $8.05M | 0.01% | +58,024+30.5% | Added |
| Heartland Advisors Inc | 243,900 | $7.90M | 0.50% | +49,000+25.1% | Added |
| Raymond James & Associates | 238,518 | $7.72M | 0.01% | +13,810+6.1% | Added |
| Nicholas Company, Inc. | 216,175 | $7.00M | 0.15% | 00.0% | Unchanged |
| Millennium Management LLC | 215,337 | $6.97M | 0.01% | +14,482+7.2% | Added |
| LSV Asset Management | 207,803 | $6.73M | 0.01% | +167,903+420.8% | Added |
| Envestnet Asset Management Inc | 207,581 | $6.72M | 0.00% | −19,358−8.5% | Reduced |
| Legal & General Group Plc | 189,683 | $6.14M | 0.00% | +3,233+1.7% | Added |
| Alpine Peaks Capital, LP | 186,493 | $6.04M | 4.89% | +49,778+36.4% | Added |
| Two Sigma Advisers, LP | 181,800 | $5.89M | 0.02% | −69,600−27.7% | Reduced |
| Great Lakes Advisors, LLC | 181,751 | $5.89M | 0.34% | +181,751 | New |
| Rhumbline Advisers | 174,736 | $5.66M | 0.01% | +2,534+1.5% | Added |
| Alliancebernstein L.P. | 172,461 | $5.58M | 0.00% | −199−0.1% | Reduced |
| UBS Group AG | 167,557 | $5.43M | 0.00% | +37,054+28.4% | Added |
| Nordea Investment Management AB | 168,873 | $5.38M | 0.01% | −2,055−1.2% | Reduced |
| Voya Investment Management LLC | 146,637 | $4.75M | 0.01% | −3,560−2.4% | Reduced |
| Swiss National Bank | 137,074 | $4.44M | 0.00% | −7,600−5.3% | Reduced |
| Voloridge Investment Management, LLC | 134,269 | $4.35M | 0.02% | −10,523−7.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 127,500 | $4.13M | 0.18% | +12,500+10.9% | Added |
| Stifel Financial Corp | 125,204 | $4.05M | 0.01% | −9,637−7.1% | Reduced |
| Public Sector Pension Investment Board | 118,621 | $3.84M | 0.03% | −2,312−1.9% | Reduced |
| Seizert Capital Partners, LLC | 112,903 | $3.66M | 0.19% | −9,994−8.1% | Reduced |
| Two Sigma Investments, LP | 81,979 | $2.65M | 0.01% | −124,669−60.3% | Reduced |
| Credit Suisse AG | 79,055 | $2.56M | 0.00% | +14,119+21.7% | Added |
| Comerica Bank | 72,810 | $2.53M | 0.02% | −5,723−7.3% | Reduced |
| RMB Capital Management, LLC | 75,000 | $2.43M | 0.09% | +25,000+50.0% | Added |
| Great West Life Assurance Co | 74,771 | $2.42M | 0.01% | −1,692−2.2% | Reduced |
| Prudential Financial Inc | 74,370 | $2.41M | 0.00% | +59,275+392.7% | Added |
| Interval Partners, LP | 73,828 | $2.39M | 0.19% | −58,454−44.2% | Reduced |
| California State Teachers Retirement System | 73,745 | $2.39M | 0.00% | −3,297−4.3% | Reduced |
| State Board of Administration of Florida Retirement System | 73,659 | $2.39M | 0.01% | −1,235−1.6% | Reduced |
| UBS Asset Management Americas Inc | 71,854 | $2.33M | 0.00% | +9,090+14.5% | Added |
| State of New Jersey Common Pension Fund D | 71,419 | $2.31M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,781 | $2.26M | 0.02% | +9,670+16.1% | Added |
| Thrivent Financial for Lutherans | 66,881 | $2.17M | 0.01% | −1,318−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 63,112 | $2.04M | 0.02% | −5,139−7.5% | Reduced |
| Citadel Advisors LLC | 62,341 | $2.02M | 0.00% | +5,303+9.3% | Added |
| Aptus Capital Advisors, LLC | 62,096 | $2.01M | 0.07% | +6,634+12.0% | Added |
| New York State Common Retirement Fund | 60,971 | $1.97M | 0.00% | −20.0% | Reduced |
| Citigroup Inc | 58,432 | $1.89M | 0.00% | −11,417−16.3% | Reduced |
| State of Wisconsin Investment Board | 57,874 | $1.87M | 0.01% | −4,264−6.9% | Reduced |
| Truist Financial Corp | 56,617 | $1.83M | 0.00% | −12,233−17.8% | Reduced |
| New York State Teachers Retirement System | 56,128 | $1.82M | 0.00% | −2,423−4.1% | Reduced |
| Jane Street Group, LLC | 54,652 | $1.77M | 0.00% | −202−0.4% | Reduced |
| Aristides Capital LLC | 54,140 | $1.75M | 1.08% | +6,600+13.9% | Added |
| Bridge City Capital, LLC | 51,702 | $1.67M | 0.86% | −341−0.7% | Reduced |
| Polaris Capital Management, LLC | 49,800 | $1.61M | 0.06% | +7,500+17.7% | Added |
| Winton Group Ltd | 48,716 | $1.58M | 0.10% | +6,821+16.3% | Added |
| Occudo Quantitative Strategies LP | 47,763 | $1.55M | 0.18% | +47,763 | New |
| State of Tennessee, Treasury Department | 46,883 | $1.52M | 0.01% | −6,345−11.9% | Reduced |
| State of Alaska, Department of Revenue | 45,403 | $1.47M | 0.02% | −273−0.6% | Reduced |
| Texas Permanent School Fund | 43,835 | $1.42M | 0.02% | −3,616−7.6% | Reduced |
| Yousif Capital Management, LLC | 41,292 | $1.34M | 0.02% | −11,685−22.1% | Reduced |
| Teacher Retirement System of Texas | 39,978 | $1.29M | 0.01% | +7,874+24.5% | Added |
| Royce & Associates LP | 38,372 | $1.24M | 0.01% | −299,852−88.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 37,851 | $1.23M | 0.36% | −1,874−4.7% | Reduced |
| Davenport & Co LLC | 37,214 | $1.21M | 0.01% | −1,613−4.2% | Reduced |
| Bank of Montreal | 36,375 | $1.18M | 0.00% | −3,721−9.3% | Reduced |