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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 2,265 | $76.0K | 0.00% | +275+13.8% | Added |
| US Bancorp | 1,952 | $65.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,943 | $65.6K | 0.00% | +5+0.3% | Added |
| FMR LLC | 1,838 | $62.0K | 0.00% | +488+36.1% | Added |
| Sit Investment Associates Inc | 1,800 | $61.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,467 | $49.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,422 | $48.0K | 0.04% | +1,418+35,450.0% | Added |
| Tower Research Capital LLC (TRC) | 1,132 | $38.0K | 0.00% | +830+274.8% | Added |
| GPS Wealth Strategies Group, LLC | 982 | $33.1K | 0.01% | +982 | New |
| TD Private Client Wealth LLC | 978 | $33.0K | 0.00% | +288+41.7% | Added |
| Nisa Investment Advisors, LLC | 841 | $28.0K | 0.00% | −1,650−66.2% | Reduced |
| Bellevue Group AG | 739 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 695 | $23.0K | 0.00% | +129+22.8% | Added |
| CWM, LLC | 482 | $16.0K | 0.00% | +107+28.5% | Added |
| Carolinas Wealth Consulting LLC | 411 | $13.9K | 0.00% | +4+1.0% | Added |
| First Horizon Advisors, Inc. | 403 | $13.6K | 0.00% | +9+2.3% | Added |
| Parkside Financial Bank & Trust | 361 | $12.2K | 0.00% | −97−21.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 355 | $12.0K | 0.00% | +19+5.7% | Added |
| Harbour Investments, Inc. | 340 | $11.5K | 0.00% | +340 | New |
| Private Trust Co NA | 325 | $11.0K | 0.00% | −20−5.8% | Reduced |
| Fifth Third Bancorp | 291 | $9.82K | 0.00% | +164+129.1% | Added |
| Versant Capital Management, Inc | 275 | $9.28K | 0.00% | −238−46.4% | Reduced |
| Y.D. More Investments Ltd | 950 | $8.87K | 0.00% | −388−29.0% | Reduced |
| Simplex Trading, LLC | 248 | $8.00K | 0.00% | −2,913−92.2% | Reduced |
| Venturi Wealth Management, LLC | 178 | $6.01K | 0.00% | +178 | New |
| SRS Capital Advisors, Inc. | 175 | $5.91K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 172 | $5.80K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 158 | $5.33K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 156 | $5.26K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 120 | $4.00K | 0.00% | +120 | New |
| Bogart Wealth, LLC | 117 | $3.95K | 0.00% | +117 | New |
| Belpointe Asset Management LLC | 115 | $3.88K | 0.00% | +115 | New |
| National Bank of Canada | 108 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 90 | $3.04K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 48 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 47 | $1.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $1.52K | 0.00% | +10+28.6% | Added |
| Global Retirement Partners, LLC | 44 | $1.51K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $1.38K | 0.00% | +41 | New |
| Quadrant Capital Group LLC | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 40 | $1.00K | 0.00% | +32+400.0% | Added |
| EverSource Wealth Advisors, LLC | 28 | $945 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 23 | $777 | 0.00% | +1+4.5% | Added |
| AdvisorNet Financial, Inc | 16 | $540 | 0.00% | +2+14.3% | Added |
| Proequities, Inc. | 14 | $472 | 0.00% | −14−50.0% | Reduced |
| SJS Investment Consulting Inc. | 11 | $372 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $371 | 0.00% | +3+37.5% | Added |
| Sofos Investments, Inc. | 34 | $1 | 0.00% | +2+6.3% | Added |
| Boston Partners | 0 | $0 | 0.00% | −1,972,071−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −73,828−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −71,419−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −63,112−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −47,763−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −34,544−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −31,307−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −25,736−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −21,046−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,964−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −16,102−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −14,746−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,353−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,272−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,156−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,427−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |