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, Q1 2023
Institutional positions in EVERTEC, Inc. as of Mar 31, 2023. 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
- 249
- 0 vs. Q4 2022
- Shares held
- 62.7M
- −435.5K (−0.7%) vs. Q4 2022
- Total value
- $2.13B
- +$81.0M (+4.0%) vs. Q4 2022
- New holders
- 31
- 101 more added
- Sold out
- 31
- 78 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,966,792 | $336.4M | 0.01% | −168,274−1.7% | Reduced |
| Vanguard Group Inc | 7,647,056 | $258.1M | 0.01% | +1,2780.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4,554,899 | $153.7M | 0.45% | +87,619+2.0% | Added |
| American Century Companies Inc | 4,051,316 | $136.7M | 0.11% | −209,115−4.9% | Reduced |
| Capital International Investors | 3,099,408 | $104.4M | 0.03% | −469,412−13.2% | Reduced |
| State Street Corp | 2,219,260 | $74.9M | 0.00% | +4,020+0.2% | Added |
| River Road Asset Management, LLC | 2,046,405 | $69.1M | 0.94% | +10,509+0.5% | Added |
| Dimensional Fund Advisors LP | 1,617,822 | $54.6M | 0.02% | +25,358+1.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,290,915 | $43.6M | 0.25% | +646,064+100.2% | Added |
| Geode Capital Management, LLC | 1,287,556 | $43.5M | 0.01% | +20,818+1.6% | Added |
| Loomis Sayles & Co L P | 1,260,813 | $42.6M | 0.07% | +15,479+1.2% | Added |
| Renaissance Technologies LLC | 1,116,626 | $37.7M | 0.05% | +132,006+13.4% | Added |
| Morgan Stanley | 934,940 | $31.6M | 0.00% | +272,776+41.2% | Added |
| Northern Trust Corp | 933,650 | $31.5M | 0.01% | +33,002+3.7% | Added |
| North Star Asset Management Inc | 739,553 | $25.0M | 1.47% | +3060.0% | Added |
| Bank of New York Mellon Corp | 708,018 | $23.9M | 0.01% | −37,913−5.1% | Reduced |
| Sunriver Management LLC | 666,041 | $22.5M | 4.69% | +666,041 | New |
| Janus Henderson Group PLC | 654,281 | $22.1M | 0.01% | −66,260−9.2% | Reduced |
| Charles Schwab Investment Management Inc | 640,413 | $21.6M | 0.01% | +6,819+1.1% | Added |
| Ameriprise Financial Inc | 617,886 | $20.9M | 0.01% | −65,085−9.5% | Reduced |
| Bank of America Corp | 605,772 | $20.4M | 0.00% | +63,733+11.8% | Added |
| Wells Fargo & Company | 599,880 | $20.2M | 0.01% | +59,612+11.0% | Added |
| Natixis Advisors, L.P. | 564,379 | $19.0M | 0.07% | +174,634+44.8% | Added |
| Capital Group Private Client Services, Inc. | 545,908 | $18.4M | 0.23% | −78,608−12.6% | Reduced |
| Goldman Sachs Group Inc | 528,521 | $17.8M | 0.00% | +182,060+52.5% | Added |
| Norges Bank | 526,629 | $17.8M | 0.00% | −81,041−13.3% | Reduced |
| Price T Rowe Associates Inc | 512,776 | $17.3M | 0.00% | +270+0.1% | Added |
| Bares Capital Management, Inc. | 435,000 | $14.7M | 0.52% | +29,800+7.4% | Added |
| SEI Investments Co | 434,742 | $14.7M | 0.03% | −13,110−2.9% | Reduced |
| Principal Financial Group Inc | 402,222 | $13.6M | 0.01% | −9,413−2.3% | Reduced |
| LSV Asset Management | 376,600 | $12.7M | 0.03% | +168,797+81.2% | Added |
| Clifford Capital Partners LLC | 347,664 | $11.7M | 3.61% | +10,976+3.3% | Added |
| Nuveen Asset Management, LLC | 332,565 | $11.2M | 0.00% | +6,228+1.9% | Added |
| One Fin Capital Management LP | 330,000 | $11.1M | 4.40% | 00.0% | Unchanged |
| DF Dent & Co Inc | 310,274 | $10.5M | 0.15% | +26,052+9.2% | Added |
| Invesco Ltd. | 306,660 | $10.3M | 0.00% | −155,756−33.7% | Reduced |
| Royal Bank of Canada | 300,169 | $10.1M | 0.00% | +15,510+5.4% | Added |
| JPMorgan Chase & Co | 284,370 | $9.60M | 0.00% | +14,475+5.4% | Added |
| Deutsche Bank AG | 264,953 | $8.94M | 0.00% | +12,113+4.8% | Added |
| Eagle Asset Management Inc | 261,637 | $8.83M | 0.05% | +902+0.3% | Added |
| Man Group plc | – | $8.74M | 0.03% | – | – |
| Schwerin Boyle Capital Management Inc | 253,800 | $8.57M | 0.88% | 00.0% | Unchanged |
| Victory Capital Management Inc | 248,384 | $8.38M | 0.01% | −970.0% | Reduced |
| Heartland Advisors Inc | 243,900 | $8.23M | 0.51% | 00.0% | Unchanged |
| Schroder Investment Management Group | 241,417 | $8.15M | 0.01% | −102,132−29.7% | Reduced |
| Envestnet Asset Management Inc | 235,256 | $7.94M | 0.00% | +27,675+13.3% | Added |
| Arrowstreet Capital, Limited Partnership | 230,160 | $7.77M | 0.01% | +214,666+1,385.5% | Added |
| Nicholas Company, Inc. | 215,930 | $7.29M | 0.15% | −245−0.1% | Reduced |
| Millennium Management LLC | 214,527 | $7.24M | 0.01% | −810−0.4% | Reduced |
| Legal & General Group Plc | 186,749 | $6.30M | 0.00% | −2,934−1.5% | Reduced |
| Alpine Peaks Capital, LP | 184,201 | $6.22M | 4.69% | −2,292−1.2% | Reduced |
| Rhumbline Advisers | 183,962 | $6.21M | 0.01% | +9,226+5.3% | Added |
| Raymond James & Associates | 182,606 | $6.16M | 0.01% | −55,912−23.4% | Reduced |
| UBS Group AG | 178,283 | $6.02M | 0.00% | +10,726+6.4% | Added |
| Great Lakes Advisors, LLC | 173,424 | $5.85M | 0.05% | −8,327−4.6% | Reduced |
| ETF Managers Group, LLC | 168,748 | $5.70M | 0.18% | +168,748 | New |
| Alliancebernstein L.P. | 161,573 | $5.45M | 0.00% | −10,888−6.3% | Reduced |
| Nordea Investment Management AB | 158,102 | $5.27M | 0.01% | −10,771−6.4% | Reduced |
| Two Sigma Advisers, LP | 141,900 | $4.79M | 0.01% | −39,900−21.9% | Reduced |
| Voloridge Investment Management, LLC | 135,305 | $4.57M | 0.02% | +1,036+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 135,000 | $4.56M | 0.24% | +7,500+5.9% | Added |
| Citadel Advisors LLC | 134,460 | $4.54M | 0.00% | +72,119+115.7% | Added |
| Voya Investment Management LLC | 133,047 | $4.49M | 0.00% | −13,590−9.3% | Reduced |
| Stifel Financial Corp | 127,156 | $4.29M | 0.01% | +1,952+1.6% | Added |
| Keeley-Teton Advisors, LLC | 125,193 | $4.23M | 0.52% | +125,193 | New |
| Swiss National Bank | 119,574 | $4.04M | 0.00% | −17,500−12.8% | Reduced |
| Public Sector Pension Investment Board | 114,675 | $3.87M | 0.03% | −3,946−3.3% | Reduced |
| Seizert Capital Partners, LLC | 96,449 | $3.26M | 0.18% | −16,454−14.6% | Reduced |
| CenterBook Partners LP | 90,225 | $3.05M | 0.43% | +90,225 | New |
| Credit Suisse AG | 80,382 | $2.71M | 0.00% | +1,327+1.7% | Added |
| Prudential Financial Inc | 71,972 | $2.46M | 0.00% | −2,398−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 71,754 | $2.42M | 0.01% | −1,905−2.6% | Reduced |
| California State Teachers Retirement System | 71,422 | $2.41M | 0.00% | −2,323−3.2% | Reduced |
| Great West Life Assurance Co | 70,722 | $2.38M | 0.01% | −4,049−5.4% | Reduced |
| Aptus Capital Advisors, LLC | 70,360 | $2.37M | 0.07% | +8,264+13.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,037 | $2.33M | 0.02% | −744−1.1% | Reduced |
| Truist Financial Corp | 65,745 | $2.22M | 0.00% | +9,128+16.1% | Added |
| Thrivent Financial for Lutherans | 64,616 | $2.18M | 0.01% | −2,265−3.4% | Reduced |
| Two Sigma Investments, LP | 62,760 | $2.12M | 0.01% | −19,219−23.4% | Reduced |
| Capital International Sarl | 61,847 | $2.09M | 0.11% | +61,847 | New |
| Texas Permanent School Fund | 58,473 | $1.97M | 0.02% | +14,638+33.4% | Added |
| UBS Asset Management Americas Inc | 56,834 | $1.92M | 0.00% | −15,020−20.9% | Reduced |
| Aristides Capital LLC | 54,140 | $1.83M | 1.15% | 00.0% | Unchanged |
| Citigroup Inc | 54,009 | $1.82M | 0.00% | −4,423−7.6% | Reduced |
| New York State Teachers Retirement System | 52,551 | $1.77M | 0.00% | −3,577−6.4% | Reduced |
| State of Wisconsin Investment Board | 51,825 | $1.75M | 0.01% | −6,049−10.5% | Reduced |
| Bridge City Capital, LLC | 51,491 | $1.74M | 0.87% | −211−0.4% | Reduced |
| RMB Capital Management, LLC | 50,000 | $1.69M | 0.06% | −25,000−33.3% | Reduced |
| Polaris Capital Management, LLC | 49,800 | $1.68M | 0.06% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 49,363 | $1.67M | 0.00% | −11,608−19.0% | Reduced |
| Qube Research & Technologies Ltd | 48,222 | $1.63M | 0.01% | +48,222 | New |
| State of Tennessee, Treasury Department | 46,846 | $1.58M | 0.01% | −37−0.1% | Reduced |
| State of Alaska, Department of Revenue | 44,649 | $1.51M | 0.02% | −754−1.7% | Reduced |
| Polen Capital Management LLC | 44,100 | $1.49M | 0.00% | +44,100 | New |
| D. E. Shaw & Co., Inc. | 44,059 | $1.49M | 0.00% | +26,442+150.1% | Added |
| Teacher Retirement System of Texas | 43,612 | $1.47M | 0.01% | +3,634+9.1% | Added |
| Jennison Associates LLC | 43,067 | $1.45M | 0.00% | +15,113+54.1% | Added |
| TD Asset Management Inc | 42,974 | $1.45M | 0.00% | +14,648+51.7% | Added |
| Royce & Associates LP | 42,572 | $1.44M | 0.01% | +4,200+10.9% | Added |
| Jane Street Group, LLC | 40,873 | $1.38M | 0.00% | −13,779−25.2% | Reduced |