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, Q4 2023
Institutional positions in EVERTEC, Inc. as of Dec 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
- 264
- +14 vs. Q3 2023
- Shares held
- 65.1M
- +1.74M (+2.8%) vs. Q3 2023
- Total value
- $2.66B
- +$300.6M (+12.7%) vs. Q3 2023
- New holders
- 30
- 77 more added
- Sold out
- 16
- 110 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 10,163,355 | $416.1M | 0.01% | +480,810+5.0% | Added |
| Vanguard Group Inc | 7,453,242 | $305.1M | 0.01% | +68,871+0.9% | Added |
| American Century Companies Inc | 4,126,933 | $169.0M | 0.12% | +161,976+4.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,886,451 | $159.1M | 0.40% | −203,470−5.0% | Reduced |
| Capital International Investors | 3,131,941 | $128.3M | 0.03% | +1,2090.0% | Added |
| State Street Corp | 2,409,829 | $98.7M | 0.00% | +89,789+3.9% | Added |
| River Road Asset Management, LLC | 2,069,066 | $84.7M | 1.18% | −136,015−6.2% | Reduced |
| Dimensional Fund Advisors LP | 1,668,011 | $68.3M | 0.02% | +12,575+0.8% | Added |
| Geode Capital Management, LLC | 1,489,555 | $61.0M | 0.01% | +76,197+5.4% | Added |
| Loomis Sayles & Co L P | 1,407,524 | $57.6M | 0.09% | −44,526−3.1% | Reduced |
| FMR LLC | 1,298,241 | $53.1M | 0.00% | +408,810+46.0% | Added |
| Victory Capital Management Inc | 1,296,315 | $53.1M | 0.06% | +1,029,827+386.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,241,262 | $50.8M | 0.26% | −1,154−0.1% | Reduced |
| Northern Trust Corp | 932,320 | $38.2M | 0.01% | −23,461−2.5% | Reduced |
| Sunriver Management LLC | 827,458 | $33.9M | 5.31% | +150,935+22.3% | Added |
| Renaissance Technologies LLC | 794,726 | $32.5M | 0.05% | −187,000−19.0% | Reduced |
| Morgan Stanley | 780,735 | $32.0M | 0.00% | −103,225−11.7% | Reduced |
| Invesco Ltd. | 773,236 | $31.7M | 0.01% | +486,181+169.4% | Added |
| North Star Asset Management Inc | 729,043 | $29.8M | 1.53% | −7,583−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 709,451 | $29.0M | 0.01% | +21,304+3.1% | Added |
| Price T Rowe Associates Inc | 654,856 | $26.8M | 0.00% | +60,666+10.2% | Added |
| Bank of New York Mellon Corp | 642,533 | $26.3M | 0.01% | −58,246−8.3% | Reduced |
| Natixis Advisors, L.P. | 608,559 | $24.9M | 0.07% | −14,401−2.3% | Reduced |
| Janus Henderson Group PLC | 604,809 | $24.8M | 0.01% | −191,861−24.1% | Reduced |
| Bank of America Corp | 581,910 | $23.8M | 0.00% | +2,477+0.4% | Added |
| Wells Fargo & Company | 566,402 | $23.2M | 0.01% | −15,722−2.7% | Reduced |
| JPMorgan Chase & Co | 504,256 | $20.6M | 0.00% | +11,765+2.4% | Added |
| Norges Bank | 479,383 | $19.6M | 0.00% | −22,956−4.6% | Reduced |
| Ameriprise Financial Inc | 460,088 | $18.8M | 0.01% | −10,857−2.3% | Reduced |
| SEI Investments Co | 447,520 | $18.3M | 0.03% | −4,415−1.0% | Reduced |
| Envestnet Asset Management Inc | 443,874 | $18.2M | 0.01% | +34,872+8.5% | Added |
| Capital Group Private Client Services, Inc. | 438,739 | $18.0M | 0.19% | −94,144−17.7% | Reduced |
| Principal Financial Group Inc | 403,652 | $16.5M | 0.01% | +14,073+3.6% | Added |
| Clifford Capital Partners LLC | 368,905 | $15.1M | 3.90% | +8,560+2.4% | Added |
| One Fin Capital Management LP | 350,000 | $14.3M | 5.46% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 340,000 | $13.9M | 0.55% | 00.0% | Unchanged |
| LSV Asset Management | 331,000 | $13.6M | 0.03% | −24,417−6.9% | Reduced |
| Pathstone Holdings, LLC | 323,042 | $13.2M | 0.07% | +323,042 | New |
| Nuveen Asset Management, LLC | 316,547 | $13.0M | 0.00% | −36,938−10.4% | Reduced |
| DF Dent & Co Inc | 311,862 | $12.8M | 0.17% | +6,512+2.1% | Added |
| Royal Bank of Canada | 300,759 | $12.3M | 0.00% | −674−0.2% | Reduced |
| Schroder Investment Management Group | 290,173 | $11.9M | 0.02% | −1,829−0.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 258,559 | $10.6M | 0.01% | +70,572+37.5% | Added |
| Deutsche Bank AG | 254,706 | $10.4M | 0.01% | −564−0.2% | Reduced |
| Man Group plc | 238,207 | $9.75M | 0.03% | – | – |
| Alpine Peaks Capital, LP | 232,393 | $9.51M | 5.78% | +9,727+4.4% | Added |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.91M | 1.00% | −36,250−14.3% | Reduced |
| Nicholas Company, Inc. | 216,020 | $8.84M | 0.16% | 00.0% | Unchanged |
| Legal & General Group Plc | 181,463 | $7.43M | 0.00% | +373+0.2% | Added |
| Rhumbline Advisers | 181,128 | $7.42M | 0.01% | −4,233−2.3% | Reduced |
| Eagle Asset Management Inc | 180,588 | $7.39M | 0.04% | −63,900−26.1% | Reduced |
| Goldman Sachs Group Inc | 176,970 | $7.25M | 0.00% | −83,234−32.0% | Reduced |
| Raymond James & Associates | 170,221 | $6.97M | 0.01% | −11,047−6.1% | Reduced |
| Great Lakes Advisors, LLC | 168,695 | $6.91M | 0.07% | −2,617−1.5% | Reduced |
| Nordea Investment Management AB | 168,008 | $6.88M | 0.01% | −4,270−2.5% | Reduced |
| Alliancebernstein L.P. | 161,092 | $6.60M | 0.00% | +1,016+0.6% | Added |
| Voya Investment Management LLC | 155,134 | $6.35M | 0.01% | +15,989+11.5% | Added |
| Public Sector Pension Investment Board | 136,531 | $5.59M | 0.04% | +56,648+70.9% | Added |
| Credit Suisse AG | 134,153 | $5.49M | 0.01% | −4,021−2.9% | Reduced |
| Stifel Financial Corp | 133,543 | $5.47M | 0.01% | −282−0.2% | Reduced |
| Swiss National Bank | 127,374 | $5.21M | 0.00% | −15,700−11.0% | Reduced |
| Heartland Advisors Inc | 126,100 | $5.16M | 0.27% | −117,400−48.2% | Reduced |
| Keeley-Teton Advisors, LLC | 114,392 | $4.68M | 0.61% | −7,365−6.0% | Reduced |
| Redwood Investments, LLC | 113,154 | $4.63M | 1.21% | −303,485−72.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 104,500 | $4.28M | 0.02% | +11,700+12.6% | Added |
| Barclays PLC | 102,603 | $4.20M | 0.00% | +70,254+217.2% | Added |
| Sapience Investments, LLC | 99,318 | $4.07M | 0.97% | +99,318 | New |
| Clark Capital Management Group, Inc. | 84,589 | $3.46M | 0.03% | +25,128+42.3% | Added |
| Prudential Financial Inc | 83,801 | $3.43M | 0.01% | −726−0.9% | Reduced |
| Bridgewater Associates, LP | 83,511 | $3.42M | 0.02% | −14,418−14.7% | Reduced |
| Seizert Capital Partners, LLC | 81,951 | $3.36M | 0.17% | −12,071−12.8% | Reduced |
| UBS Asset Management Americas Inc | 81,306 | $3.33M | 0.00% | +1,037+1.3% | Added |
| UBS Group AG | 76,727 | $3.14M | 0.00% | −71,767−48.3% | Reduced |
| Ziegler Capital Management, LLC | 76,202 | $3.12M | 0.14% | −78,326−50.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 75,000 | $3.07M | 0.21% | −7,750−9.4% | Reduced |
| First Trust Advisors LP | 70,004 | $2.87M | 0.00% | +13,138+23.1% | Added |
| State of New Jersey Common Pension Fund D | 69,283 | $2.84M | 0.01% | +6,351+10.1% | Added |
| California State Teachers Retirement System | 68,339 | $2.80M | 0.00% | −3,636−5.1% | Reduced |
| Great West Life Assurance Co | 68,406 | $2.79M | 0.01% | −540−0.8% | Reduced |
| Truist Financial Corp | 68,032 | $2.79M | 0.00% | +772+1.1% | Added |
| Voloridge Investment Management, LLC | 67,463 | $2.76M | 0.01% | −301−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 65,675 | $2.69M | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 63,124 | $2.58M | 0.08% | −795−1.2% | Reduced |
| Thrivent Financial for Lutherans | 61,430 | $2.52M | 0.01% | +834+1.4% | Added |
| Qube Research & Technologies Ltd | 60,419 | $2.47M | 0.01% | −10,137−14.4% | Reduced |
| TD Asset Management Inc | 59,896 | $2.45M | 0.00% | −4,108−6.4% | Reduced |
| Bridge City Capital, LLC | 57,848 | $2.37M | 0.92% | +6,664+13.0% | Added |
| Texas Permanent School Fund | 56,838 | $2.33M | 0.02% | +1,948+3.5% | Added |
| CenterBook Partners LP | 56,060 | $2.30M | 0.28% | −26,881−32.4% | Reduced |
| Citigroup Inc | 55,861 | $2.29M | 0.00% | +12,846+29.9% | Added |
| BNP Paribas Arbitrage, SA | 53,865 | $2.21M | 0.00% | −33,378−38.3% | Reduced |
| New York State Teachers Retirement System | 51,151 | $2.09M | 0.00% | −100−0.2% | Reduced |
| Martingale Asset Management L P | 50,663 | $2.07M | 0.04% | −210−0.4% | Reduced |
| Polaris Capital Management, LLC | 49,800 | $2.04M | 0.10% | 00.0% | Unchanged |
| Royce & Associates LP | 44,871 | $1.84M | 0.02% | +3,558+8.6% | Added |
| Capital International Sarl | 44,362 | $1.82M | 0.07% | −1,742−3.8% | Reduced |
| New York State Common Retirement Fund | 43,899 | $1.80M | 0.00% | −1,467−3.2% | Reduced |
| Snowden Capital Advisors LLC | 43,127 | $1.77M | 0.07% | +70+0.2% | Added |
| Los Angeles Capital Management LLC | 42,393 | $1.74M | 0.01% | −18,926−30.9% | Reduced |
| QSV Equity Investors LLC | 42,285 | $1.73M | 1.68% | +42,285 | New |