EVERTEC, Inc.

EVTC

Exchange: NYSE
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001559865

SEC filings (opens in a new tab)

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.

Q4 2023 vs. Q3 2023

How the institutions holding EVERTEC, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of EVTC: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	254	4	264	+14
Shares	63.7M	356.4K	65.1M	+1.74M (+2.8%)
Value	$2.38B	$13.3M	$2.66B	+$300.6M (+12.7%)

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held EVERTEC, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to EVTC in Q4 2023
Institution	Shares	Value	% of portfolio
Pathstone Holdings, LLC	323,042	$13.2M	0.07%
Sapience Investments, LLC	99,318	$4.07M	0.97%
QSV Equity Investors LLC	42,285	$1.73M	1.68%
Petrus Trust Company, LTA	16,299	$667.3K	0.06%
Bailard, Inc.	14,900	$610.0K	0.02%
Walleye Capital LLC	10,729	$439.2K	0.01%
Dynamic Technology Lab Private Ltd	10,580	$433.0K	0.05%
Nebula Research & Development LLC	9,104	$372.7K	0.11%
Smith Group Asset Management, LLC	8,847	$362.2K	0.02%
Bayesian Capital Management, LP	5,751	$235.4K	0.02%
AlphaQ Advisors LLC	5,651	$231.4K	0.16%
Keybank National Association	5,520	$226.0K	0.00%
Davy Global Fund Management Ltd	5,010	$205.1K	0.02%
EntryPoint Capital, LLC	1,854	$75.9K	0.07%
Advisory Services Network, LLC	1,813	$74.2K	0.00%
Chiron Investment Management, LLC	929	$38.0K	0.01%
Principal Securities, Inc.	880	$36.0K	0.00%
Benjamin F. Edwards & Company, Inc.	769	$31.0K	0.00%
GAMMA Investing LLC	600	$24.1K	0.01%
Frazier Financial Advisors, LLC	394	$16.1K	0.01%
Robeco Institutional Asset Management B.V.	387	$15.8K	0.00%
Richardson Financial Services Inc.	238	$9.74K	0.01%
Fairman Group, LLC	51	$2.09K	0.00%
Coppell Advisory Solutions LLC	46	$1.88K	0.00%
Northwestern Mutual Wealth Management Co	34	$1.39K	0.00%
Private Wealth Management Group, LLC	31	$1.27K	0.00%
WealthCollab, LLC	23	$942	0.00%
Huntington National Bank	20	$819	0.00%
DiNuzzo Private Wealth, Inc.	4	$164	0.00%
Wetzel Investment Advisors, Inc.	8	$0	0.00%

Sold out (16)

Institutions that held EVERTEC, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of EVTC in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Polen Capital Management LLC	44,100	$1.64M
HRT Financial LP	32,276	$1.20M
SG Americas Securities, LLC	31,164	$1.16M
Jennison Associates LLC	29,290	$1.09M
AdvisorShares Investments LLC	10,381	$386.0K
Pearl River Capital, LLC	9,665	$359.3K
MQS Management LLC	8,999	$334.6K
Cantor Fitzgerald, L. P.	8,854	$329.2K
Lido Advisors, LLC	7,576	$281.7K
Jump Financial, LLC	6,575	$244.5K
Beacon Pointe Advisors, LLC	6,299	$234.2K
Sciencast Management LP	5,600	$208.2K
Vident Advisory, LLC	5,405	$201.0K
Sandia Investment Management LP	2,500	$93.0K
Bellevue Group AG	739	$27.5K
West Tower Group, LLC	235	$8.74K

Not filed for Q4 2023 yet (4)

Institutions that held EVERTEC, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVTC in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Pathstone Family Office, LLC	319,935	$11.9M
First Republic Investment Management, Inc.	24,056	$894.4K
Virginia Retirement Systems Et Al	12,400	$461.0K
Steward Financial Group LLC	36	$1.00K