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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 35,000 | $1.13M | 0.79% | 00.0% | Unchanged |
| Verition Fund Management LLC | 34,544 | $1.12M | 0.02% | +34,544 | New |
| Allianz Asset Management GmbH | 33,500 | $1.08M | 0.00% | +33,500 | New |
| American International Group, Inc. | 33,498 | $1.08M | 0.01% | −1,030−3.0% | Reduced |
| Barclays PLC | 32,787 | $1.06M | 0.00% | +8,521+35.1% | Added |
| MetLife Investment Management | 32,586 | $1.06M | 0.01% | 00.0% | Unchanged |
| Willis Investment Counsel | 32,504 | $1.05M | 0.07% | −7,807−19.4% | Reduced |
| AQR Capital Management LLC | 31,955 | $1.03M | 0.00% | +6,308+24.6% | Added |
| CX Institutional | 31,307 | $1.01M | 0.06% | +31,307 | New |
| Amalgamated Bank | 31,247 | $1.01M | 0.01% | −299−0.9% | Reduced |
| Louisiana State Employees Retirement System | 31,000 | $1.00M | 0.03% | −500−1.6% | Reduced |
| First Republic Investment Management, Inc. | 30,782 | $996.7K | 0.00% | −4,820−13.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,079 | $974.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 29,124 | $943.0K | 0.00% | −1,497−4.9% | Reduced |
| TD Asset Management Inc | 28,326 | $917.2K | 0.00% | +15,429+119.6% | Added |
| Jennison Associates LLC | 27,954 | $905.1K | 0.00% | +27,954 | New |
| Martingale Asset Management L P | 27,748 | $898.5K | 0.02% | +16+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,646 | $895.2K | 0.00% | +2,048+8.0% | Added |
| HighTower Advisors, LLC | 27,264 | $883.0K | 0.00% | −2,355−8.0% | Reduced |
| Maryland State Retirement & Pension System | 26,840 | $869.1K | 0.03% | −31−0.1% | Reduced |
| Bokf, NA | 25,736 | $833.3K | 0.02% | +347+1.4% | Added |
| JLB & Associates Inc | 24,098 | $780.0K | 0.12% | +527+2.2% | Added |
| Manufacturers Life Insurance Company, The | 23,068 | $746.9K | 0.00% | +545+2.4% | Added |
| Ergoteles LLC | 23,002 | $744.8K | 0.03% | +23,002 | New |
| Oregon Public Employees Retirement Fund | 21,690 | $702.3K | 0.01% | +184+0.9% | Added |
| Wellington Management Group LLP | 21,046 | $681.5K | 0.00% | +21,046 | New |
| Teachers Retirement System of the State of Kentucky | 20,283 | $657.0K | 0.01% | +2,191+12.1% | Added |
| Squarepoint Ops LLC | 19,964 | $646.4K | 0.00% | +5,333+36.5% | Added |
| Graham Capital Management, L.P. | 19,396 | $628.0K | 0.02% | +19,396 | New |
| Skandinaviska Enskilda Banken AB (publ) | 19,100 | $618.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,611 | $603.0K | 0.00% | +2,429+15.0% | Added |
| HRT Financial LP | 18,597 | $602.0K | 0.01% | −10,786−36.7% | Reduced |
| Legato Capital Management LLC | 18,294 | $592.4K | 0.11% | +18,294 | New |
| Mackenzie Financial Corp | 17,825 | $577.2K | 0.00% | +17,825 | New |
| D. E. Shaw & Co., Inc. | 17,617 | $570.4K | 0.00% | +8,225+87.6% | Added |
| Snowden Capital Advisors LLC | 17,445 | $564.9K | 0.02% | −30−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 17,308 | $560.4K | 0.00% | −2,335−11.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 17,205 | $557.1K | 0.00% | +7,480+76.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $549.0K | 0.22% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,874 | $546.4K | 0.00% | +7,236+75.1% | Added |
| Bleakley Financial Group, LLC | 16,376 | $530.3K | 0.02% | +16,376 | New |
| Holocene Advisors, LP | 16,102 | $521.4K | 0.00% | −28,555−63.9% | Reduced |
| Sawtooth Solutions, LLC | 16,087 | $520.9K | 0.07% | −1,794−10.0% | Reduced |
| Arizona State Retirement System | 16,017 | $518.6K | 0.01% | −509−3.1% | Reduced |
| HSBC Holdings PLC | 15,672 | $502.5K | 0.00% | +3,135+25.0% | Added |
| Arrowstreet Capital, Limited Partnership | 15,494 | $502.0K | 0.00% | −4,339−21.9% | Reduced |
| Prospector Partners LLC | 14,950 | $484.1K | 0.07% | +7,950+113.6% | Added |
| Westwood Holdings Group Inc. | 14,746 | $477.0K | 0.00% | +692+4.9% | Added |
| SYSTM Wealth Solutions LLC | 14,691 | $475.7K | 0.06% | +14,691 | New |
| Trexquant Investment LP | 14,673 | $475.1K | 0.01% | −4,460−23.3% | Reduced |
| BNP Paribas Arbitrage, SA | 14,260 | $461.7K | 0.00% | −37,945−72.7% | Reduced |
| Mutual of America Capital Management LLC | 13,664 | $442.4K | 0.01% | +539+4.1% | Added |
| Assetmark, Inc | 13,267 | $429.6K | 0.00% | +1,572+13.4% | Added |
| Susquehanna International Group, LLP | 13,041 | $422.3K | 0.00% | −14,914−53.4% | Reduced |
| Ensign Peak Advisors, Inc | 12,990 | $420.6K | 0.00% | −10,100−43.7% | Reduced |
| Paragon Private Wealth Management, LLC | 11,957 | $387.2K | 0.35% | +649+5.7% | Added |
| Cetera Advisor Networks LLC | 11,658 | $377.5K | 0.00% | +11,658 | New |
| First Trust Advisors LP | 11,629 | $376.5K | 0.00% | −39,162−77.1% | Reduced |
| AdvisorShares Investments LLC | 11,500 | $372.4K | 0.10% | −2,250−16.4% | Reduced |
| Handelsbanken Fonder AB | 11,200 | $363.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,077 | $358.7K | 0.00% | −1,565−12.4% | Reduced |
| Blair William & Co | 10,984 | $355.7K | 0.00% | +258+2.4% | Added |
| Janney Montgomery Scott LLC | 10,846 | $351.0K | 0.00% | +626+6.1% | Added |
| Everence Capital Management Inc | 10,810 | $350.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 10,785 | $349.2K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,492 | $340.0K | 0.01% | −10,176−49.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,486 | $339.0K | 0.00% | −56−0.5% | Reduced |
| Vestcor Inc | 10,353 | $335.0K | 0.01% | +10,353 | New |
| Oppenheimer Asset Management Inc. | 10,034 | $324.9K | 0.01% | −707−6.6% | Reduced |
| ProShare Advisors LLC | 9,764 | $316.2K | 0.00% | +1,069+12.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,276 | $300.4K | 0.00% | +538+6.2% | Added |
| Amundi | 8,660 | $297.9K | 0.00% | −1,648−16.0% | Reduced |
| Cantor Fitzgerald, L. P. | 9,141 | $296.0K | 0.01% | +64+0.7% | Added |
| Meritage Portfolio Management | 8,615 | $279.0K | 0.02% | +210+2.5% | Added |
| Aquatic Capital Management LLC | 8,300 | $269.0K | 0.02% | +5,000+151.5% | Added |
| Pearl River Capital, LLC | 7,761 | $251.3K | 0.04% | −1,001−11.4% | Reduced |
| Vident Investment Advisory, LLC | 7,551 | $244.5K | 0.01% | −1,317−14.9% | Reduced |
| Fort, L.P. | 7,436 | $240.8K | 0.36% | −2,278−23.5% | Reduced |
| Virginia Retirement Systems Et Al | 7,400 | $239.6K | 0.00% | −200−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 7,337 | $238.0K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 7,272 | $235.5K | 0.02% | +7,272 | New |
| Kestra Advisory Services, LLC | 7,191 | $232.8K | 0.00% | +7,191 | New |
| Caxton Associates LP | 7,156 | $231.7K | 0.02% | −557−7.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,045 | $228.1K | 0.01% | −364−4.9% | Reduced |
| Shell Asset Management Co | 6,973 | $226.0K | 0.01% | −1,420−16.9% | Reduced |
| Pictet Asset Management SA | 6,813 | $221.0K | 0.00% | +6,813 | New |
| State of Wyoming | 6,754 | $218.7K | 0.07% | +3,993+144.6% | Added |
| Voya Financial Advisors, Inc. | 6,427 | $206.6K | 0.03% | −683−9.6% | Reduced |
| LPL Financial LLC | 6,265 | $202.9K | 0.00% | +6,265 | New |
| Gyon Technologies Capital Management, LP | 5,810 | $188.1K | 0.07% | +5,810 | New |
| Ameritas Investment Partners, Inc. | 4,907 | $176.6K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 5,364 | $173.7K | 0.01% | +5,364 | New |
| KBC Group NV | 5,023 | $163.0K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 5,000 | $161.9K | 0.03% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 3,918 | $126.9K | 0.13% | +3,918 | New |
| Metropolitan Life Insurance Co | 3,797 | $122.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,161 | $102.0K | 0.00% | +260+9.0% | Added |
| Globeflex Capital L P | 3,132 | $101.4K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 2,960 | $96.0K | 0.00% | −849−22.3% | Reduced |
| Balyasny Asset Management LLC | 2,809 | $91.0K | 0.00% | +2,809 | New |