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, Q2 2023
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 236
- −12 vs. Q1 2023
- Shares held
- 63.1M
- +572.2K (+0.9%) vs. Q1 2023
- Total value
- $2.32B
- +$202.2M (+9.5%) vs. Q1 2023
- New holders
- 20
- 91 more added
- Sold out
- 32
- 88 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,966,824 | $367.1M | 0.01% | +320.0% | Added |
| Vanguard Group Inc | 7,400,570 | $272.6M | 0.01% | −246,486−3.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,359,562 | $160.6M | 0.45% | −195,337−4.3% | Reduced |
| American Century Companies Inc | 3,952,250 | $145.6M | 0.11% | −99,066−2.4% | Reduced |
| Capital International Investors | 3,119,990 | $114.9M | 0.03% | +20,582+0.7% | Added |
| State Street Corp | 2,289,404 | $84.3M | 0.00% | +70,144+3.2% | Added |
| River Road Asset Management, LLC | 2,251,116 | $82.9M | 1.14% | +204,711+10.0% | Added |
| Dimensional Fund Advisors LP | 1,645,240 | $60.6M | 0.02% | +27,418+1.7% | Added |
| Geode Capital Management, LLC | 1,366,970 | $50.3M | 0.01% | +79,414+6.2% | Added |
| Loomis Sayles & Co L P | 1,249,293 | $46.0M | 0.07% | −11,520−0.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,247,128 | $45.9M | 0.26% | −43,787−3.4% | Reduced |
| Northern Trust Corp | 959,844 | $35.4M | 0.01% | +26,194+2.8% | Added |
| Renaissance Technologies LLC | 934,226 | $34.4M | 0.05% | −182,400−16.3% | Reduced |
| Morgan Stanley | 894,251 | $32.9M | 0.00% | −40,689−4.4% | Reduced |
| Sunriver Management LLC | 783,701 | $28.9M | 5.82% | +117,660+17.7% | Added |
| North Star Asset Management Inc | 737,147 | $27.1M | 1.50% | −2,406−0.3% | Reduced |
| Goldman Sachs Group Inc | 718,887 | $26.5M | 0.01% | +190,366+36.0% | Added |
| Bank of New York Mellon Corp | 716,749 | $26.4M | 0.01% | +8,731+1.2% | Added |
| Charles Schwab Investment Management Inc | 665,823 | $24.5M | 0.01% | +25,410+4.0% | Added |
| Janus Henderson Group PLC | 662,444 | $24.4M | 0.02% | +8,163+1.2% | Added |
| Natixis Advisors, L.P. | 628,800 | $23.2M | 0.07% | +64,421+11.4% | Added |
| Wells Fargo & Company | 606,752 | $22.3M | 0.01% | +6,872+1.1% | Added |
| Bank of America Corp | 566,112 | $20.8M | 0.00% | −39,660−6.5% | Reduced |
| Capital Group Private Client Services, Inc. | 540,392 | $19.9M | 0.23% | −5,516−1.0% | Reduced |
| JPMorgan Chase & Co | 535,287 | $19.7M | 0.00% | +250,917+88.2% | Added |
| Norges Bank | 515,578 | $19.0M | 0.00% | −11,051−2.1% | Reduced |
| Price T Rowe Associates Inc | 515,006 | $19.0M | 0.00% | +2,230+0.4% | Added |
| Ameriprise Financial Inc | 493,527 | $18.2M | 0.01% | −124,359−20.1% | Reduced |
| SEI Investments Co | 427,286 | $15.7M | 0.03% | −7,456−1.7% | Reduced |
| Principal Financial Group Inc | 381,520 | $14.1M | 0.01% | −20,702−5.1% | Reduced |
| LSV Asset Management | 358,417 | $13.2M | 0.03% | −18,183−4.8% | Reduced |
| Nuveen Asset Management, LLC | 354,018 | $13.0M | 0.00% | +21,453+6.5% | Added |
| Clifford Capital Partners LLC | 346,555 | $12.8M | 3.69% | −1,109−0.3% | Reduced |
| Bares Capital Management, Inc. | 340,000 | $12.5M | 0.43% | −95,000−21.8% | Reduced |
| One Fin Capital Management LP | 330,000 | $12.2M | 5.28% | 00.0% | Unchanged |
| Schroder Investment Management Group | 324,637 | $12.0M | 0.02% | +83,220+34.5% | Added |
| DF Dent & Co Inc | 309,229 | $11.4M | 0.15% | −1,045−0.3% | Reduced |
| Pathstone Family Office, LLC | 302,468 | $11.1M | 0.16% | +302,468 | New |
| Royal Bank of Canada | 292,140 | $10.8M | 0.00% | −8,029−2.7% | Reduced |
| Invesco Ltd. | 289,208 | $10.7M | 0.00% | −17,452−5.7% | Reduced |
| Victory Capital Management Inc | 260,261 | $9.59M | 0.01% | +11,877+4.8% | Added |
| Man Group plc | 257,969 | $9.50M | 0.03% | – | – |
| Schwerin Boyle Capital Management Inc | 253,800 | $9.35M | 0.88% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 253,201 | $9.33M | 0.05% | −8,436−3.2% | Reduced |
| Deutsche Bank AG | 251,280 | $9.25M | 0.00% | −13,673−5.2% | Reduced |
| Redwood Investments, LLC | 246,659 | $9.08M | 1.11% | +246,659 | New |
| Heartland Advisors Inc | 243,900 | $8.98M | 0.51% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 236,310 | $8.70M | 0.00% | +1,054+0.4% | Added |
| Nicholas Company, Inc. | 215,960 | $7.95M | 0.15% | +300.0% | Added |
| Alpine Peaks Capital, LP | 203,293 | $7.49M | 5.25% | +19,092+10.4% | Added |
| Legal & General Group Plc | 186,602 | $6.87M | 0.00% | −147−0.1% | Reduced |
| UBS Group AG | 185,711 | $6.84M | 0.00% | +7,428+4.2% | Added |
| Rhumbline Advisers | 183,022 | $6.74M | 0.01% | −940−0.5% | Reduced |
| Raymond James & Associates | 181,311 | $6.68M | 0.01% | −1,295−0.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 175,488 | $6.46M | 0.01% | −54,672−23.8% | Reduced |
| Nordea Investment Management AB | 173,826 | $6.44M | 0.01% | +15,724+9.9% | Added |
| Great Lakes Advisors, LLC | 172,663 | $6.36M | 0.06% | −761−0.4% | Reduced |
| Alliancebernstein L.P. | 160,187 | $5.90M | 0.00% | −1,386−0.9% | Reduced |
| Swiss National Bank | 141,674 | $5.22M | 0.00% | +22,100+18.5% | Added |
| Credit Suisse AG | 135,089 | $4.98M | 0.00% | +54,707+68.1% | Added |
| Voya Investment Management LLC | 134,525 | $4.95M | 0.01% | +1,478+1.1% | Added |
| Stifel Financial Corp | 125,657 | $4.63M | 0.01% | −1,499−1.2% | Reduced |
| Keeley-Teton Advisors, LLC | 125,051 | $4.61M | 0.59% | −142−0.1% | Reduced |
| Public Sector Pension Investment Board | 115,515 | $4.25M | 0.03% | +840+0.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 115,500 | $4.25M | 0.20% | −19,500−14.4% | Reduced |
| CenterBook Partners LP | 115,450 | $4.25M | 0.53% | +25,225+28.0% | Added |
| Citadel Advisors LLC | 99,330 | $3.66M | 0.00% | −35,130−26.1% | Reduced |
| Two Sigma Advisers, LP | 94,400 | $3.48M | 0.01% | −47,500−33.5% | Reduced |
| Seizert Capital Partners, LLC | 91,239 | $3.36M | 0.18% | −5,210−5.4% | Reduced |
| Prudential Financial Inc | 88,864 | $3.26M | 0.00% | +16,892+23.5% | Added |
| Voloridge Investment Management, LLC | 83,278 | $3.07M | 0.01% | −52,027−38.5% | Reduced |
| California State Teachers Retirement System | 79,017 | $2.91M | 0.00% | +7,595+10.6% | Added |
| Millennium Management LLC | 77,143 | $2.84M | 0.00% | −137,384−64.0% | Reduced |
| Aptus Capital Advisors, LLC | 76,871 | $2.83M | 0.08% | +6,511+9.3% | Added |
| Citigroup Inc | 74,316 | $2.74M | 0.00% | +20,307+37.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 73,562 | $2.71M | 0.02% | +4,525+6.6% | Added |
| Great West Life Assurance Co | 68,720 | $2.53M | 0.01% | −2,002−2.8% | Reduced |
| First Trust Advisors LP | 66,791 | $2.46M | 0.00% | +39,799+147.4% | Added |
| Aristides Capital LLC | 66,641 | $2.45M | 1.45% | +12,501+23.1% | Added |
| Truist Financial Corp | 66,325 | $2.44M | 0.00% | +580+0.9% | Added |
| TD Asset Management Inc | 65,148 | $2.40M | 0.00% | +22,174+51.6% | Added |
| State Board of Administration of Florida Retirement System | 64,800 | $2.39M | 0.01% | −6,954−9.7% | Reduced |
| Thrivent Financial for Lutherans | 62,255 | $2.29M | 0.01% | −2,361−3.7% | Reduced |
| Capital International Sarl | 61,845 | $2.28M | 0.10% | −20.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 61,500 | $2.27M | 0.01% | +42,400+222.0% | Added |
| Texas Permanent School Fund | 57,300 | $2.11M | 0.02% | −1,173−2.0% | Reduced |
| Los Angeles Capital Management LLC | 57,053 | $2.10M | 0.01% | +18,824+49.2% | Added |
| State of New Jersey Common Pension Fund D | 56,919 | $2.10M | 0.01% | +56,919 | New |
| New York State Teachers Retirement System | 52,351 | $1.93M | 0.00% | −200−0.4% | Reduced |
| UBS Asset Management Americas Inc | 56,834 | $1.92M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 51,517 | $1.90M | 0.90% | +26+0.1% | Added |
| Martingale Asset Management L P | 50,713 | $1.87M | 0.04% | +19,665+63.3% | Added |
| Polaris Capital Management, LLC | 49,800 | $1.83M | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 48,650 | $1.79M | 0.01% | +1,804+3.9% | Added |
| Teacher Retirement System of Texas | 48,271 | $1.78M | 0.01% | +4,659+10.7% | Added |
| New York State Common Retirement Fund | 45,310 | $1.67M | 0.00% | −4,053−8.2% | Reduced |
| Polen Capital Management LLC | 44,100 | $1.62M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 42,820 | $1.58M | 0.02% | −1,829−4.1% | Reduced |
| Royce & Associates LP | 42,169 | $1.55M | 0.02% | −403−0.9% | Reduced |
| State of Wisconsin Investment Board | 41,092 | $1.51M | 0.00% | −10,733−20.7% | Reduced |