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 |
|---|---|---|---|---|---|
| Willis Investment Counsel | 40,418 | $1.36M | 0.09% | +7,914+24.3% | Added |
| BNP Paribas Arbitrage, SA | 40,299 | $1.36M | 0.00% | +26,039+182.6% | Added |
| Davenport & Co LLC | 39,768 | $1.34M | 0.01% | +2,554+6.9% | Added |
| Bank of Montreal | 39,730 | $1.34M | 0.00% | +3,355+9.2% | Added |
| Los Angeles Capital Management LLC | 38,229 | $1.29M | 0.01% | +38,229 | New |
| AQR Capital Management LLC | 38,070 | $1.28M | 0.00% | +6,115+19.1% | Added |
| Susquehanna International Group, LLP | 37,996 | $1.28M | 0.00% | +24,955+191.4% | Added |
| Intercontinental Wealth Advisors, LLC | 37,896 | $1.28M | 0.33% | +45+0.1% | Added |
| Winton Group Ltd | 37,450 | $1.26M | 0.08% | −11,266−23.1% | Reduced |
| Yousif Capital Management, LLC | 36,567 | $1.23M | 0.02% | −4,725−11.4% | Reduced |
| Balyasny Asset Management LLC | 36,235 | $1.22M | 0.00% | +33,426+1,190.0% | Added |
| Graham Capital Management, L.P. | 35,967 | $1.21M | 0.04% | +16,571+85.4% | Added |
| First Republic Investment Management, Inc. | 35,423 | $1.20M | 0.00% | +4,641+15.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 35,000 | $1.18M | 0.76% | 00.0% | Unchanged |
| HRT Financial LP | 33,741 | $1.14M | 0.01% | +15,144+81.4% | Added |
| American International Group, Inc. | 33,617 | $1.13M | 0.01% | +119+0.4% | Added |
| Russell Investments Group, Ltd. | 32,778 | $1.11M | 0.00% | +21,701+195.9% | Added |
| MetLife Investment Management | 32,586 | $1.10M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 32,504 | $1.10M | 0.01% | +15,630+92.6% | Added |
| HighTower Advisors, LLC | 31,884 | $1.08M | 0.00% | +4,620+16.9% | Added |
| Martingale Asset Management L P | 31,048 | $1.05M | 0.02% | +3,300+11.9% | Added |
| Barclays PLC | 31,036 | $1.05M | 0.00% | −1,751−5.3% | Reduced |
| Louisiana State Employees Retirement System | 30,400 | $1.03M | 0.03% | −600−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 30,363 | $1.02M | 0.00% | +1,239+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30,079 | $1.02M | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 29,189 | $985.0K | 0.01% | −2,058−6.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,646 | $933.1K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 27,415 | $925.3K | 0.01% | +10,107+58.4% | Added |
| JLB & Associates Inc | 27,214 | $918.5K | 0.14% | +3,116+12.9% | Added |
| First Trust Advisors LP | 26,992 | $911.0K | 0.00% | +15,363+132.1% | Added |
| Maryland State Retirement & Pension System | 26,257 | $886.2K | 0.02% | −583−2.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 26,150 | $883.0K | 0.08% | +26,150 | New |
| Manufacturers Life Insurance Company, The | 23,162 | $781.7K | 0.00% | +94+0.4% | Added |
| GWM Advisors LLC | 21,619 | $729.7K | 0.01% | −2,129−9.0% | Reduced |
| Oregon Public Employees Retirement Fund | 20,930 | $706.4K | 0.01% | −760−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,283 | $684.0K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 20,228 | $682.7K | 0.02% | +5,555+37.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 19,100 | $645.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,041 | $643.0K | 0.00% | +430+2.3% | Added |
| Assetmark, Inc | 18,971 | $640.3K | 0.00% | +5,704+43.0% | Added |
| Sawtooth Solutions, LLC | 18,509 | $624.7K | 0.02% | +2,422+15.1% | Added |
| Bleakley Financial Group, LLC | 18,445 | $622.5K | 0.02% | +2,069+12.6% | Added |
| Legato Capital Management LLC | 18,294 | $617.4K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,640 | $595.0K | 0.01% | +7,148+68.1% | Added |
| Snowden Capital Advisors LLC | 17,598 | $593.9K | 0.02% | +153+0.9% | Added |
| Ensign Peak Advisors, Inc | 17,040 | $575.1K | 0.00% | +4,050+31.2% | Added |
| Allianz Asset Management GmbH | 17,034 | $574.9K | 0.00% | −16,466−49.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $572.3K | 0.23% | 00.0% | Unchanged |
| Amundi | 17,542 | $566.1K | 0.00% | +8,882+102.6% | Added |
| Arizona State Retirement System | 16,058 | $542.0K | 0.00% | +41+0.3% | Added |
| Prospector Partners LLC | 14,950 | $504.6K | 0.07% | 00.0% | Unchanged |
| Ergoteles LLC | 14,659 | $494.7K | 0.02% | −8,343−36.3% | Reduced |
| Inceptionr LLC | 14,448 | $487.6K | 0.16% | +14,448 | New |
| New York Life Investment Management LLC | 14,225 | $480.1K | 0.01% | +14,225 | New |
| SYSTM Wealth Solutions LLC | 13,600 | $459.0K | 0.07% | −1,091−7.4% | Reduced |
| Mutual of America Capital Management LLC | 13,427 | $453.2K | 0.01% | −237−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 13,337 | $450.1K | 0.00% | −3,868−22.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,500 | $410.0K | 0.17% | +12,500 | New |
| Blair William & Co | 12,051 | $406.7K | 0.00% | +1,067+9.7% | Added |
| Janney Montgomery Scott LLC | 11,823 | $399.0K | 0.00% | +977+9.0% | Added |
| HSBC Holdings PLC | 11,580 | $387.7K | 0.00% | −4,092−26.1% | Reduced |
| Bayesian Capital Management, LP | 11,393 | $384.5K | 0.05% | +11,393 | New |
| Handelsbanken Fonder AB | 11,200 | $378.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,078 | $373.9K | 0.00% | −580−5.0% | Reduced |
| Paragon Private Wealth Management, LLC | 10,829 | $365.5K | 0.31% | −1,128−9.4% | Reduced |
| Everence Capital Management Inc | 10,810 | $365.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,675 | $359.8K | 0.00% | +189+1.8% | Added |
| Nicolet Bankshares Inc | 10,585 | $357.2K | 0.12% | −200−1.9% | Reduced |
| Teza Capital Management LLC | 10,541 | $355.8K | 0.08% | +10,541 | New |
| Oppenheimer Asset Management Inc. | 10,211 | $344.6K | 0.01% | +177+1.8% | Added |
| Pearl River Capital, LLC | 9,581 | $323.4K | 0.05% | +1,820+23.5% | Added |
| Equitable Trust Co | 9,401 | $317.3K | 0.02% | +9,401 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,276 | $313.1K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 9,248 | $312.1K | 0.00% | −8,577−48.1% | Reduced |
| Meritage Portfolio Management | 8,993 | $304.0K | 0.02% | +378+4.4% | Added |
| ProShare Advisors LLC | 8,970 | $302.7K | 0.00% | −794−8.1% | Reduced |
| Cantor Fitzgerald, L. P. | 8,854 | $298.8K | 0.01% | −287−3.1% | Reduced |
| Aigen Investment Management, LP | 8,542 | $288.3K | 0.04% | +8,542 | New |
| Vident Investment Advisory, LLC | 7,755 | $261.7K | 0.01% | +204+2.7% | Added |
| Fox Run Management, L.L.C. | 7,700 | $259.9K | 0.08% | +7,700 | New |
| Zacks Investment Management | 7,594 | $256.3K | 0.00% | +7,594 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $248.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 7,284 | $245.8K | 0.04% | +7,284 | New |
| Bridgefront Capital, LLC | 6,964 | $235.0K | 0.14% | +6,964 | New |
| Shell Asset Management Co | 6,949 | $235.0K | 0.01% | −24−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,857 | $231.4K | 0.01% | −188−2.7% | Reduced |
| Pictet Asset Management SA | 6,813 | $229.9K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 6,400 | $216.0K | 0.00% | −1,000−13.5% | Reduced |
| Eqis Capital Management, Inc. | 6,396 | $215.9K | 0.02% | +6,396 | New |
| Sciencast Management LP | 6,099 | $211.8K | 0.28% | +6,099 | New |
| Aquatic Capital Management LLC | 6,000 | $202.0K | 0.01% | −2,300−27.7% | Reduced |
| KBC Group NV | 5,484 | $185.0K | 0.00% | +461+9.2% | Added |
| Sandia Investment Management LP | 5,000 | $168.8K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,907 | $165.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 4,405 | $148.7K | 0.05% | +4,405 | New |
| Metropolitan Life Insurance Co | 3,391 | $114.4K | 0.01% | −406−10.7% | Reduced |
| State of Wyoming | 3,362 | $113.5K | 0.04% | −3,392−50.2% | Reduced |
| Globeflex Capital L P | 3,132 | $105.7K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,998 | $101.2K | 0.09% | −920−23.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,366 | $80.0K | 0.00% | −594−20.1% | Reduced |