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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 207,581 | $6.72M | 0.00% | −19,358−8.5% | Reduced |
| LSV Asset Management | 207,803 | $6.73M | 0.01% | +167,903+420.8% | Added |
| Millennium Management LLC | 215,337 | $6.97M | 0.01% | +14,482+7.2% | Added |
| Nicholas Company, Inc. | 216,175 | $7.00M | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 238,518 | $7.72M | 0.01% | +13,810+6.1% | Added |
| Heartland Advisors Inc | 243,900 | $7.90M | 0.50% | +49,000+25.1% | Added |
| Victory Capital Management Inc | 248,481 | $8.05M | 0.01% | +58,024+30.5% | Added |
| Man Group plc | 252,774 | $8.18M | 0.03% | −74,928−22.9% | Reduced |
| Deutsche Bank AG | 252,840 | $8.19M | 0.00% | +30,165+13.5% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $8.22M | 0.83% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 260,735 | $8.58M | 0.05% | +21,117+8.8% | Added |
| JPMorgan Chase & Co | 269,895 | $8.74M | 0.00% | +57,380+27.0% | Added |
| DF Dent & Co Inc | 284,222 | $9.20M | 0.14% | −13,949−4.7% | Reduced |
| Royal Bank of Canada | 284,659 | $9.22M | 0.00% | +4,657+1.7% | Added |
| Nuveen Asset Management, LLC | 326,337 | $10.6M | 0.00% | +22,465+7.4% | Added |
| One Fin Capital Management LP | 330,000 | $10.7M | 4.87% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 336,688 | $10.9M | 3.31% | +69,897+26.2% | Added |
| Schroder Investment Management Group | 343,549 | $11.1M | 0.02% | −117,236−25.4% | Reduced |
| Goldman Sachs Group Inc | 346,461 | $11.2M | 0.00% | +37,818+12.3% | Added |
| Natixis Advisors, L.P. | 389,745 | $12.6M | 0.05% | −119,857−23.5% | Reduced |
| Bares Capital Management, Inc. | 405,200 | $13.1M | 0.50% | 00.0% | Unchanged |
| Principal Financial Group Inc | 411,635 | $13.3M | 0.01% | −10,175−2.4% | Reduced |
| SEI Investments Co | 447,852 | $14.5M | 0.03% | +10,372+2.4% | Added |
| Invesco Ltd. | 462,416 | $15.0M | 0.00% | −61,726−11.8% | Reduced |
| Price T Rowe Associates Inc | 512,506 | $16.6M | 0.00% | +2520.0% | Added |
| Wells Fargo & Company | 540,268 | $17.5M | 0.01% | −75,455−12.3% | Reduced |
| Bank of America Corp | 542,039 | $17.6M | 0.00% | −40,451−6.9% | Reduced |
| Norges Bank | 607,670 | $19.7M | 0.00% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 624,516 | $20.2M | 0.26% | −206,009−24.8% | Reduced |
| Charles Schwab Investment Management Inc | 633,594 | $20.5M | 0.01% | +1,725+0.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 644,851 | $20.9M | 0.13% | +33,515+5.5% | Added |
| Morgan Stanley | 662,164 | $21.4M | 0.00% | −51,873−7.3% | Reduced |
| Ameriprise Financial Inc | 682,971 | $22.1M | 0.01% | −44,431−6.1% | Reduced |
| Janus Henderson Group PLC | 720,541 | $23.3M | 0.02% | +81,278+12.7% | Added |
| North Star Asset Management Inc | 739,247 | $23.9M | 1.49% | +866+0.1% | Added |
| Bank of New York Mellon Corp | 745,931 | $24.2M | 0.01% | −9,812−1.3% | Reduced |
| Northern Trust Corp | 900,648 | $29.2M | 0.01% | −11,288−1.2% | Reduced |
| Renaissance Technologies LLC | 984,620 | $31.9M | 0.04% | −133,306−11.9% | Reduced |
| Loomis Sayles & Co L P | 1,245,334 | $40.3M | 0.08% | −29,860−2.3% | Reduced |
| Geode Capital Management, LLC | 1,266,738 | $41.0M | 0.01% | +23,502+1.9% | Added |
| Dimensional Fund Advisors LP | 1,592,464 | $51.6M | 0.02% | +21,220+1.4% | Added |
| Boston Partners | 1,972,071 | $63.9M | 0.09% | −178,525−8.3% | Reduced |
| River Road Asset Management, LLC | 2,035,896 | $65.9M | 0.90% | +245,335+13.7% | Added |
| State Street Corp | 2,215,240 | $71.7M | 0.00% | +35,361+1.6% | Added |
| Capital International Investors | 3,568,820 | $115.5M | 0.03% | +7590.0% | Added |
| American Century Companies Inc | 4,260,431 | $138.0M | 0.11% | +187,985+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,467,280 | $144.7M | 0.45% | −320,779−6.7% | Reduced |
| Vanguard Group Inc | 7,645,778 | $247.6M | 0.01% | +113,532+1.5% | Added |
| BlackRock Inc. | 10,135,066 | $328.2M | 0.01% | +68,858+0.7% | Added |
| IFP Advisors, Inc | 156 | – | – | +142+1,014.3% | Added |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −215,517−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −147,926−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,311−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −24,074−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,929−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,910−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,797−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,896−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,447−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,836−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |