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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 14,691 | $475.7K | 0.06% | +14,691 | New |
| Westwood Holdings Group Inc. | 14,746 | $477.0K | 0.00% | +692+4.9% | Added |
| Prospector Partners LLC | 14,950 | $484.1K | 0.07% | +7,950+113.6% | Added |
| Arrowstreet Capital, Limited Partnership | 15,494 | $502.0K | 0.00% | −4,339−21.9% | Reduced |
| HSBC Holdings PLC | 15,672 | $502.5K | 0.00% | +3,135+25.0% | Added |
| Arizona State Retirement System | 16,017 | $518.6K | 0.01% | −509−3.1% | Reduced |
| Sawtooth Solutions, LLC | 16,087 | $520.9K | 0.07% | −1,794−10.0% | Reduced |
| Holocene Advisors, LP | 16,102 | $521.4K | 0.00% | −28,555−63.9% | Reduced |
| Bleakley Financial Group, LLC | 16,376 | $530.3K | 0.02% | +16,376 | New |
| Guggenheim Capital LLC | 16,874 | $546.4K | 0.00% | +7,236+75.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $549.0K | 0.22% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 17,205 | $557.1K | 0.00% | +7,480+76.9% | Added |
| Cubist Systematic Strategies, LLC | 17,308 | $560.4K | 0.00% | −2,335−11.9% | Reduced |
| Snowden Capital Advisors LLC | 17,445 | $564.9K | 0.02% | −30−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 17,617 | $570.4K | 0.00% | +8,225+87.6% | Added |
| Mackenzie Financial Corp | 17,825 | $577.2K | 0.00% | +17,825 | New |
| Legato Capital Management LLC | 18,294 | $592.4K | 0.11% | +18,294 | New |
| HRT Financial LP | 18,597 | $602.0K | 0.01% | −10,786−36.7% | Reduced |
| MML Investors Services, LLC | 18,611 | $603.0K | 0.00% | +2,429+15.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 19,100 | $618.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 19,396 | $628.0K | 0.02% | +19,396 | New |
| Squarepoint Ops LLC | 19,964 | $646.4K | 0.00% | +5,333+36.5% | Added |
| Teachers Retirement System of the State of Kentucky | 20,283 | $657.0K | 0.01% | +2,191+12.1% | Added |
| Wellington Management Group LLP | 21,046 | $681.5K | 0.00% | +21,046 | New |
| Oregon Public Employees Retirement Fund | 21,690 | $702.3K | 0.01% | +184+0.9% | Added |
| Ergoteles LLC | 23,002 | $744.8K | 0.03% | +23,002 | New |
| Manufacturers Life Insurance Company, The | 23,068 | $746.9K | 0.00% | +545+2.4% | Added |
| JLB & Associates Inc | 24,098 | $780.0K | 0.12% | +527+2.2% | Added |
| Bokf, NA | 25,736 | $833.3K | 0.02% | +347+1.4% | Added |
| Maryland State Retirement & Pension System | 26,840 | $869.1K | 0.03% | −31−0.1% | Reduced |
| HighTower Advisors, LLC | 27,264 | $883.0K | 0.00% | −2,355−8.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,646 | $895.2K | 0.00% | +2,048+8.0% | Added |
| Martingale Asset Management L P | 27,748 | $898.5K | 0.02% | +16+0.1% | Added |
| Jennison Associates LLC | 27,954 | $905.1K | 0.00% | +27,954 | New |
| TD Asset Management Inc | 28,326 | $917.2K | 0.00% | +15,429+119.6% | Added |
| The PNC Financial Services Group, Inc. | 29,124 | $943.0K | 0.00% | −1,497−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,079 | $974.0K | 0.07% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 30,782 | $996.7K | 0.00% | −4,820−13.5% | Reduced |
| Louisiana State Employees Retirement System | 31,000 | $1.00M | 0.03% | −500−1.6% | Reduced |
| Amalgamated Bank | 31,247 | $1.01M | 0.01% | −299−0.9% | Reduced |
| CX Institutional | 31,307 | $1.01M | 0.06% | +31,307 | New |
| AQR Capital Management LLC | 31,955 | $1.03M | 0.00% | +6,308+24.6% | Added |
| Willis Investment Counsel | 32,504 | $1.05M | 0.07% | −7,807−19.4% | Reduced |
| MetLife Investment Management | 32,586 | $1.06M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 32,787 | $1.06M | 0.00% | +8,521+35.1% | Added |
| American International Group, Inc. | 33,498 | $1.08M | 0.01% | −1,030−3.0% | Reduced |
| Allianz Asset Management GmbH | 33,500 | $1.08M | 0.00% | +33,500 | New |
| Verition Fund Management LLC | 34,544 | $1.12M | 0.02% | +34,544 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 35,000 | $1.13M | 0.79% | 00.0% | Unchanged |
| Bank of Montreal | 36,375 | $1.18M | 0.00% | −3,721−9.3% | Reduced |
| Davenport & Co LLC | 37,214 | $1.21M | 0.01% | −1,613−4.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 37,851 | $1.23M | 0.36% | −1,874−4.7% | Reduced |
| Royce & Associates LP | 38,372 | $1.24M | 0.01% | −299,852−88.7% | Reduced |
| Teacher Retirement System of Texas | 39,978 | $1.29M | 0.01% | +7,874+24.5% | Added |
| Yousif Capital Management, LLC | 41,292 | $1.34M | 0.02% | −11,685−22.1% | Reduced |
| Texas Permanent School Fund | 43,835 | $1.42M | 0.02% | −3,616−7.6% | Reduced |
| State of Alaska, Department of Revenue | 45,403 | $1.47M | 0.02% | −273−0.6% | Reduced |
| State of Tennessee, Treasury Department | 46,883 | $1.52M | 0.01% | −6,345−11.9% | Reduced |
| Occudo Quantitative Strategies LP | 47,763 | $1.55M | 0.18% | +47,763 | New |
| Winton Group Ltd | 48,716 | $1.58M | 0.10% | +6,821+16.3% | Added |
| Polaris Capital Management, LLC | 49,800 | $1.61M | 0.06% | +7,500+17.7% | Added |
| Bridge City Capital, LLC | 51,702 | $1.67M | 0.86% | −341−0.7% | Reduced |
| Aristides Capital LLC | 54,140 | $1.75M | 1.08% | +6,600+13.9% | Added |
| Jane Street Group, LLC | 54,652 | $1.77M | 0.00% | −202−0.4% | Reduced |
| New York State Teachers Retirement System | 56,128 | $1.82M | 0.00% | −2,423−4.1% | Reduced |
| Truist Financial Corp | 56,617 | $1.83M | 0.00% | −12,233−17.8% | Reduced |
| State of Wisconsin Investment Board | 57,874 | $1.87M | 0.01% | −4,264−6.9% | Reduced |
| Citigroup Inc | 58,432 | $1.89M | 0.00% | −11,417−16.3% | Reduced |
| New York State Common Retirement Fund | 60,971 | $1.97M | 0.00% | −20.0% | Reduced |
| Aptus Capital Advisors, LLC | 62,096 | $2.01M | 0.07% | +6,634+12.0% | Added |
| Citadel Advisors LLC | 62,341 | $2.02M | 0.00% | +5,303+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 63,112 | $2.04M | 0.02% | −5,139−7.5% | Reduced |
| Thrivent Financial for Lutherans | 66,881 | $2.17M | 0.01% | −1,318−1.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,781 | $2.26M | 0.02% | +9,670+16.1% | Added |
| State of New Jersey Common Pension Fund D | 71,419 | $2.31M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 71,854 | $2.33M | 0.00% | +9,090+14.5% | Added |
| State Board of Administration of Florida Retirement System | 73,659 | $2.39M | 0.01% | −1,235−1.6% | Reduced |
| California State Teachers Retirement System | 73,745 | $2.39M | 0.00% | −3,297−4.3% | Reduced |
| Interval Partners, LP | 73,828 | $2.39M | 0.19% | −58,454−44.2% | Reduced |
| Prudential Financial Inc | 74,370 | $2.41M | 0.00% | +59,275+392.7% | Added |
| Great West Life Assurance Co | 74,771 | $2.42M | 0.01% | −1,692−2.2% | Reduced |
| RMB Capital Management, LLC | 75,000 | $2.43M | 0.09% | +25,000+50.0% | Added |
| Comerica Bank | 72,810 | $2.53M | 0.02% | −5,723−7.3% | Reduced |
| Credit Suisse AG | 79,055 | $2.56M | 0.00% | +14,119+21.7% | Added |
| Two Sigma Investments, LP | 81,979 | $2.65M | 0.01% | −124,669−60.3% | Reduced |
| Seizert Capital Partners, LLC | 112,903 | $3.66M | 0.19% | −9,994−8.1% | Reduced |
| Public Sector Pension Investment Board | 118,621 | $3.84M | 0.03% | −2,312−1.9% | Reduced |
| Stifel Financial Corp | 125,204 | $4.05M | 0.01% | −9,637−7.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 127,500 | $4.13M | 0.18% | +12,500+10.9% | Added |
| Voloridge Investment Management, LLC | 134,269 | $4.35M | 0.02% | −10,523−7.3% | Reduced |
| Swiss National Bank | 137,074 | $4.44M | 0.00% | −7,600−5.3% | Reduced |
| Voya Investment Management LLC | 146,637 | $4.75M | 0.01% | −3,560−2.4% | Reduced |
| Nordea Investment Management AB | 168,873 | $5.38M | 0.01% | −2,055−1.2% | Reduced |
| UBS Group AG | 167,557 | $5.43M | 0.00% | +37,054+28.4% | Added |
| Alliancebernstein L.P. | 172,461 | $5.58M | 0.00% | −199−0.1% | Reduced |
| Rhumbline Advisers | 174,736 | $5.66M | 0.01% | +2,534+1.5% | Added |
| Great Lakes Advisors, LLC | 181,751 | $5.89M | 0.34% | +181,751 | New |
| Two Sigma Advisers, LP | 181,800 | $5.89M | 0.02% | −69,600−27.7% | Reduced |
| Alpine Peaks Capital, LP | 186,493 | $6.04M | 4.89% | +49,778+36.4% | Added |
| Legal & General Group Plc | 189,683 | $6.14M | 0.00% | +3,233+1.7% | Added |