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, Q3 2023
Institutional positions in EVERTEC, Inc. as of Sep 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
- 254
- +21 vs. Q2 2023
- Shares held
- 63.7M
- +602.3K (+1.0%) vs. Q2 2023
- Total value
- $2.38B
- +$56.5M (+2.4%) vs. Q2 2023
- New holders
- 36
- 80 more added
- Sold out
- 15
- 99 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,682,545 | $360.0M | 0.01% | −284,279−2.9% | Reduced |
| Vanguard Group Inc | 7,384,371 | $274.6M | 0.01% | −16,199−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4,089,921 | $152.1M | 0.43% | −269,641−6.2% | Reduced |
| American Century Companies Inc | 3,964,957 | $147.4M | 0.11% | +12,707+0.3% | Added |
| Capital International Investors | 3,130,732 | $116.4M | 0.03% | +10,742+0.3% | Added |
| State Street Corp | 2,320,040 | $86.3M | 0.00% | +30,636+1.3% | Added |
| River Road Asset Management, LLC | 2,205,081 | $82.0M | 1.17% | −46,035−2.0% | Reduced |
| Dimensional Fund Advisors LP | 1,655,436 | $61.6M | 0.02% | +10,196+0.6% | Added |
| Loomis Sayles & Co L P | 1,452,050 | $54.0M | 0.09% | +202,757+16.2% | Added |
| Geode Capital Management, LLC | 1,413,358 | $52.6M | 0.01% | +46,388+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,242,416 | $46.2M | 0.27% | −4,712−0.4% | Reduced |
| Renaissance Technologies LLC | 981,726 | $36.5M | 0.06% | +47,500+5.1% | Added |
| Northern Trust Corp | 955,781 | $35.5M | 0.01% | −4,063−0.4% | Reduced |
| FMR LLC | 889,431 | $33.1M | 0.00% | +867,448+3,946.0% | Added |
| Morgan Stanley | 883,960 | $32.9M | 0.00% | −10,291−1.2% | Reduced |
| Janus Henderson Group PLC | 796,670 | $29.6M | 0.02% | +134,226+20.3% | Added |
| North Star Asset Management Inc | 736,626 | $27.4M | 1.57% | −521−0.1% | Reduced |
| Bank of New York Mellon Corp | 700,779 | $26.1M | 0.01% | −15,970−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 688,147 | $25.6M | 0.01% | +22,324+3.4% | Added |
| Sunriver Management LLC | 676,523 | $25.2M | 4.76% | −107,178−13.7% | Reduced |
| Natixis Advisors, L.P. | 622,960 | $23.2M | 0.07% | −5,840−0.9% | Reduced |
| Price T Rowe Associates Inc | 594,190 | $22.1M | 0.00% | +79,184+15.4% | Added |
| Wells Fargo & Company | 582,124 | $21.6M | 0.01% | −24,628−4.1% | Reduced |
| Bank of America Corp | 579,433 | $21.5M | 0.00% | +13,321+2.4% | Added |
| Capital Group Private Client Services, Inc. | 532,883 | $19.8M | 0.24% | −7,509−1.4% | Reduced |
| Norges Bank | 502,339 | $18.7M | 0.00% | −13,239−2.6% | Reduced |
| JPMorgan Chase & Co | 492,491 | $18.3M | 0.00% | −42,796−8.0% | Reduced |
| Ameriprise Financial Inc | 470,945 | $17.5M | 0.01% | −22,582−4.6% | Reduced |
| SEI Investments Co | 451,935 | $16.8M | 0.03% | +24,649+5.8% | Added |
| Redwood Investments, LLC | 416,639 | $15.5M | 2.09% | +169,980+68.9% | Added |
| Envestnet Asset Management Inc | 409,002 | $15.2M | 0.01% | +172,692+73.1% | Added |
| Principal Financial Group Inc | 389,579 | $14.5M | 0.01% | +8,059+2.1% | Added |
| Clifford Capital Partners LLC | 360,345 | $13.4M | 3.90% | +13,790+4.0% | Added |
| LSV Asset Management | 355,417 | $13.2M | 0.03% | −3,000−0.8% | Reduced |
| Nuveen Asset Management, LLC | 353,485 | $13.1M | 0.00% | −533−0.2% | Reduced |
| One Fin Capital Management LP | 350,000 | $13.0M | 5.28% | +20,000+6.1% | Added |
| Bares Capital Management, Inc. | 340,000 | $12.6M | 0.54% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 319,935 | $11.9M | 0.09% | +17,467+5.8% | Added |
| DF Dent & Co Inc | 305,350 | $11.4M | 0.17% | −3,879−1.3% | Reduced |
| Royal Bank of Canada | 301,433 | $11.2M | 0.00% | +9,293+3.2% | Added |
| Schroder Investment Management Group | 292,002 | $10.9M | 0.02% | −32,635−10.1% | Reduced |
| Invesco Ltd. | 287,055 | $10.7M | 0.00% | −2,153−0.7% | Reduced |
| Victory Capital Management Inc | 266,488 | $9.91M | 0.01% | +6,227+2.4% | Added |
| Goldman Sachs Group Inc | 260,204 | $9.67M | 0.00% | −458,683−63.8% | Reduced |
| Deutsche Bank AG | 255,270 | $9.49M | 0.01% | +3,990+1.6% | Added |
| Schwerin Boyle Capital Management Inc | 253,800 | $9.44M | 1.11% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 244,488 | $9.09M | 0.05% | −8,713−3.4% | Reduced |
| Heartland Advisors Inc | 243,500 | $9.05M | 0.51% | −400−0.2% | Reduced |
| Man Group plc | – | $8.90M | 0.03% | – | – |
| Alpine Peaks Capital, LP | 222,666 | $8.28M | 5.77% | +19,373+9.5% | Added |
| Nicholas Company, Inc. | 216,020 | $8.03M | 0.16% | +600.0% | Added |
| Arrowstreet Capital, Limited Partnership | 187,987 | $6.99M | 0.01% | +12,499+7.1% | Added |
| Rhumbline Advisers | 185,361 | $6.89M | 0.01% | +2,339+1.3% | Added |
| Raymond James & Associates | 181,268 | $6.74M | 0.01% | −430.0% | Reduced |
| Legal & General Group Plc | 181,090 | $6.73M | 0.00% | −5,512−3.0% | Reduced |
| Nordea Investment Management AB | 172,278 | $6.39M | 0.01% | −1,548−0.9% | Reduced |
| Great Lakes Advisors, LLC | 171,312 | $6.37M | 0.06% | −1,351−0.8% | Reduced |
| Alliancebernstein L.P. | 160,076 | $5.95M | 0.00% | −111−0.1% | Reduced |
| Ziegler Capital Management, LLC | 154,528 | $5.75M | 0.23% | +154,528 | New |
| UBS Group AG | 148,494 | $5.52M | 0.00% | −37,217−20.0% | Reduced |
| Swiss National Bank | 143,074 | $5.32M | 0.00% | +1,400+1.0% | Added |
| Voya Investment Management LLC | 139,145 | $5.17M | 0.01% | +4,620+3.4% | Added |
| Credit Suisse AG | 138,174 | $5.14M | 0.01% | +3,085+2.3% | Added |
| Stifel Financial Corp | 133,825 | $4.98M | 0.01% | +8,168+6.5% | Added |
| Keeley-Teton Advisors, LLC | 121,757 | $4.53M | 0.64% | −3,294−2.6% | Reduced |
| Bridgewater Associates, LP | 97,929 | $3.64M | 0.02% | +97,929 | New |
| Seizert Capital Partners, LLC | 94,022 | $3.50M | 0.19% | +2,783+3.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 92,800 | $3.45M | 0.02% | +31,300+50.9% | Added |
| BNP Paribas Arbitrage, SA | 87,243 | $3.24M | 0.01% | +54,954+170.2% | Added |
| Prudential Financial Inc | 84,527 | $3.14M | 0.00% | −4,337−4.9% | Reduced |
| CenterBook Partners LP | 82,941 | $3.08M | 0.38% | −32,509−28.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 82,750 | $3.08M | 0.16% | −32,750−28.4% | Reduced |
| UBS Asset Management Americas Inc | 80,269 | $2.98M | 0.00% | +23,435+41.2% | Added |
| Public Sector Pension Investment Board | 79,883 | $2.97M | 0.02% | −35,632−30.8% | Reduced |
| Millennium Management LLC | 73,766 | $2.74M | 0.00% | −3,377−4.4% | Reduced |
| California State Teachers Retirement System | 71,975 | $2.68M | 0.00% | −7,042−8.9% | Reduced |
| Qube Research & Technologies Ltd | 70,556 | $2.62M | 0.01% | +43,360+159.4% | Added |
| Great West Life Assurance Co | 68,946 | $2.56M | 0.01% | +226+0.3% | Added |
| Voloridge Investment Management, LLC | 67,764 | $2.52M | 0.01% | −15,514−18.6% | Reduced |
| Truist Financial Corp | 67,260 | $2.50M | 0.00% | +935+1.4% | Added |
| State Board of Administration of Florida Retirement System | 65,675 | $2.44M | 0.01% | +875+1.4% | Added |
| TD Asset Management Inc | 64,004 | $2.38M | 0.00% | −1,144−1.8% | Reduced |
| Aptus Capital Advisors, LLC | 63,919 | $2.38M | 0.07% | −12,952−16.8% | Reduced |
| State of New Jersey Common Pension Fund D | 62,932 | $2.34M | 0.01% | +6,013+10.6% | Added |
| Los Angeles Capital Management LLC | 61,319 | $2.28M | 0.01% | +4,266+7.5% | Added |
| Thrivent Financial for Lutherans | 60,596 | $2.25M | 0.01% | −1,659−2.7% | Reduced |
| Clark Capital Management Group, Inc. | 59,461 | $2.21M | 0.02% | +59,461 | New |
| Citadel Advisors LLC | 58,561 | $2.18M | 0.00% | −40,769−41.0% | Reduced |
| First Trust Advisors LP | 56,866 | $2.11M | 0.00% | −9,925−14.9% | Reduced |
| Texas Permanent School Fund | 54,890 | $2.04M | 0.02% | −2,410−4.2% | Reduced |
| State of Tennessee, Treasury Department | 52,144 | $1.94M | 0.01% | +3,494+7.2% | Added |
| New York State Teachers Retirement System | 51,251 | $1.91M | 0.00% | −1,100−2.1% | Reduced |
| Bridge City Capital, LLC | 51,184 | $1.90M | 0.96% | −333−0.6% | Reduced |
| Martingale Asset Management L P | 50,873 | $1.89M | 0.04% | +160+0.3% | Added |
| Polaris Capital Management, LLC | 49,800 | $1.85M | 0.10% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 48,497 | $1.80M | 0.01% | +226+0.5% | Added |
| Capital International Sarl | 46,104 | $1.71M | 0.08% | −15,741−25.5% | Reduced |
| New York State Common Retirement Fund | 45,366 | $1.69M | 0.00% | +56+0.1% | Added |
| Polen Capital Management LLC | 44,100 | $1.64M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,209 | $1.61M | 0.01% | −30,353−41.3% | Reduced |