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 |
|---|---|---|---|---|---|
| Teza Capital Management LLC | 12,041 | $493.0K | 0.08% | +1,984+19.7% | Added |
| ProShare Advisors LLC | 12,281 | $502.8K | 0.00% | +2,356+23.7% | Added |
| Citadel Advisors LLC | 12,376 | $506.7K | 0.00% | −46,185−78.9% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,500 | $513.0K | 0.23% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 12,659 | $518.3K | 0.00% | +11,328+851.1% | Added |
| Riverwater Partners LLC | 13,549 | $554.7K | 0.44% | +95+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,198 | $581.3K | 0.00% | −29,011−67.1% | Reduced |
| Meritage Portfolio Management | 14,245 | $583.0K | 0.04% | +744+5.5% | Added |
| Zacks Investment Management | 14,257 | $583.7K | 0.01% | −22−0.2% | Reduced |
| Cetera Advisor Networks LLC | 14,410 | $589.9K | 0.00% | −1,074−6.9% | Reduced |
| Bailard, Inc. | 14,900 | $610.0K | 0.02% | +14,900 | New |
| Prospector Partners LLC | 14,950 | $612.1K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,235 | $623.7K | 0.01% | −4,677−23.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,535 | $636.0K | 0.00% | +2,316+17.5% | Added |
| Advisor Group Holdings, Inc. | 15,802 | $647.1K | 0.00% | −1,026−6.1% | Reduced |
| Petrus Trust Company, LTA | 16,299 | $667.3K | 0.06% | +16,299 | New |
| Campbell & CO Investment Adviser LLC | 16,313 | $667.9K | 0.06% | +3,031+22.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $694.2K | 0.25% | 00.0% | Unchanged |
| Amundi | 18,012 | $702.3K | 0.00% | +1,056+6.2% | Added |
| Legato Capital Management LLC | 17,611 | $721.0K | 0.09% | 00.0% | Unchanged |
| Arizona State Retirement System | 18,067 | $739.7K | 0.01% | −462−2.5% | Reduced |
| Blair William & Co | 18,141 | $742.7K | 0.00% | +3,236+21.7% | Added |
| Oregon Public Employees Retirement Fund | 19,230 | $787.3K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 20,239 | $828.0K | 0.00% | +2,964+17.2% | Added |
| Sawtooth Solutions, LLC | 20,258 | $829.4K | 0.02% | −124−0.6% | Reduced |
| Bleakley Financial Group, LLC | 20,287 | $830.6K | 0.03% | −95−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,442 | $878.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,842 | $895.0K | 0.01% | +3,468+18.9% | Added |
| Teacher Retirement System of Texas | 22,096 | $905.0K | 0.01% | −26,401−54.4% | Reduced |
| Wakefield Asset Management LLLP | 22,794 | $933.2K | 0.35% | +2,287+11.2% | Added |
| AQR Capital Management LLC | 23,042 | $943.3K | 0.00% | +2,047+9.7% | Added |
| The PNC Financial Services Group, Inc. | 23,247 | $951.7K | 0.00% | −5,574−19.3% | Reduced |
| Susquehanna International Group, LLP | 23,646 | $968.1K | 0.00% | +8,359+54.7% | Added |
| Maryland State Retirement & Pension System | 23,806 | $974.6K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 24,325 | $996.0K | 0.00% | +3,569+17.2% | Added |
| Tower Research Capital LLC (TRC) | 24,788 | $1.01M | 0.01% | +19,347+355.6% | Added |
| State of Wisconsin Investment Board | 26,046 | $1.07M | 0.00% | −14,296−35.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 26,772 | $1.10M | 0.42% | −50.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,085 | $1.11M | 0.07% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 27,690 | $1.13M | 0.00% | +10,650+62.5% | Added |
| Amalgamated Bank | 28,477 | $1.17M | 0.01% | −162−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,023 | $1.23M | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 30,044 | $1.23M | 0.00% | +3,356+12.6% | Added |
| Manufacturers Life Insurance Company, The | 30,438 | $1.25M | 0.00% | −455−1.5% | Reduced |
| Jane Street Group, LLC | 31,666 | $1.30M | 0.00% | +20,736+189.7% | Added |
| JLB & Associates Inc | 31,737 | $1.30M | 0.19% | +2,491+8.5% | Added |
| Yousif Capital Management, LLC | 32,464 | $1.33M | 0.02% | +500+1.6% | Added |
| Aristides Capital LLC | 32,733 | $1.34M | 0.67% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 32,900 | $1.35M | 0.03% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 34,294 | $1.40M | 0.01% | +27,437+400.1% | Added |
| Willis Investment Counsel | 34,476 | $1.41M | 0.10% | +345+1.0% | Added |
| MetLife Investment Management | 34,509 | $1.41M | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 34,539 | $1.41M | 0.00% | −365−1.0% | Reduced |
| Russell Investments Group, Ltd. | 34,840 | $1.43M | 0.00% | +8,380+31.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 35,000 | $1.43M | 0.79% | 00.0% | Unchanged |
| Bank of Montreal | 35,017 | $1.44M | 0.00% | −1,464−4.0% | Reduced |
| State of Tennessee, Treasury Department | 35,382 | $1.45M | 0.01% | −16,762−32.1% | Reduced |
| HighTower Advisors, LLC | 35,531 | $1.45M | 0.00% | +1,514+4.5% | Added |
| American International Group, Inc. | 35,593 | $1.46M | 0.01% | −241−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 36,358 | $1.49M | 0.02% | −1,235−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 37,238 | $1.52M | 0.00% | −5,461−12.8% | Reduced |
| Davenport & Co LLC | 38,000 | $1.56M | 0.01% | −2,602−6.4% | Reduced |
| CI Private Wealth, LLC | 40,462 | $1.66M | 0.00% | −901−2.2% | Reduced |
| State of Alaska, Department of Revenue | 40,488 | $1.66M | 0.02% | +248+0.6% | Added |
| QSV Equity Investors LLC | 42,285 | $1.73M | 1.68% | +42,285 | New |
| Los Angeles Capital Management LLC | 42,393 | $1.74M | 0.01% | −18,926−30.9% | Reduced |
| Snowden Capital Advisors LLC | 43,127 | $1.77M | 0.07% | +70+0.2% | Added |
| New York State Common Retirement Fund | 43,899 | $1.80M | 0.00% | −1,467−3.2% | Reduced |
| Capital International Sarl | 44,362 | $1.82M | 0.07% | −1,742−3.8% | Reduced |
| Royce & Associates LP | 44,871 | $1.84M | 0.02% | +3,558+8.6% | Added |
| Polaris Capital Management, LLC | 49,800 | $2.04M | 0.10% | 00.0% | Unchanged |
| Martingale Asset Management L P | 50,663 | $2.07M | 0.04% | −210−0.4% | Reduced |
| New York State Teachers Retirement System | 51,151 | $2.09M | 0.00% | −100−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 53,865 | $2.21M | 0.00% | −33,378−38.3% | Reduced |
| Citigroup Inc | 55,861 | $2.29M | 0.00% | +12,846+29.9% | Added |
| CenterBook Partners LP | 56,060 | $2.30M | 0.28% | −26,881−32.4% | Reduced |
| Texas Permanent School Fund | 56,838 | $2.33M | 0.02% | +1,948+3.5% | Added |
| Bridge City Capital, LLC | 57,848 | $2.37M | 0.92% | +6,664+13.0% | Added |
| TD Asset Management Inc | 59,896 | $2.45M | 0.00% | −4,108−6.4% | Reduced |
| Qube Research & Technologies Ltd | 60,419 | $2.47M | 0.01% | −10,137−14.4% | Reduced |
| Thrivent Financial for Lutherans | 61,430 | $2.52M | 0.01% | +834+1.4% | Added |
| Aptus Capital Advisors, LLC | 63,124 | $2.58M | 0.08% | −795−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 65,675 | $2.69M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 67,463 | $2.76M | 0.01% | −301−0.4% | Reduced |
| Truist Financial Corp | 68,032 | $2.79M | 0.00% | +772+1.1% | Added |
| Great West Life Assurance Co | 68,406 | $2.79M | 0.01% | −540−0.8% | Reduced |
| California State Teachers Retirement System | 68,339 | $2.80M | 0.00% | −3,636−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 69,283 | $2.84M | 0.01% | +6,351+10.1% | Added |
| First Trust Advisors LP | 70,004 | $2.87M | 0.00% | +13,138+23.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 75,000 | $3.07M | 0.21% | −7,750−9.4% | Reduced |
| Ziegler Capital Management, LLC | 76,202 | $3.12M | 0.14% | −78,326−50.7% | Reduced |
| UBS Group AG | 76,727 | $3.14M | 0.00% | −71,767−48.3% | Reduced |
| UBS Asset Management Americas Inc | 81,306 | $3.33M | 0.00% | +1,037+1.3% | Added |
| Seizert Capital Partners, LLC | 81,951 | $3.36M | 0.17% | −12,071−12.8% | Reduced |
| Bridgewater Associates, LP | 83,511 | $3.42M | 0.02% | −14,418−14.7% | Reduced |
| Prudential Financial Inc | 83,801 | $3.43M | 0.01% | −726−0.9% | Reduced |
| Clark Capital Management Group, Inc. | 84,589 | $3.46M | 0.03% | +25,128+42.3% | Added |
| Sapience Investments, LLC | 99,318 | $4.07M | 0.97% | +99,318 | New |
| Barclays PLC | 102,603 | $4.20M | 0.00% | +70,254+217.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,500 | $4.28M | 0.02% | +11,700+12.6% | Added |