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 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 113,154 | $4.63M | 1.21% | −303,485−72.8% | Reduced |
| Keeley-Teton Advisors, LLC | 114,392 | $4.68M | 0.61% | −7,365−6.0% | Reduced |
| Heartland Advisors Inc | 126,100 | $5.16M | 0.27% | −117,400−48.2% | Reduced |
| Swiss National Bank | 127,374 | $5.21M | 0.00% | −15,700−11.0% | Reduced |
| Stifel Financial Corp | 133,543 | $5.47M | 0.01% | −282−0.2% | Reduced |
| Credit Suisse AG | 134,153 | $5.49M | 0.01% | −4,021−2.9% | Reduced |
| Public Sector Pension Investment Board | 136,531 | $5.59M | 0.04% | +56,648+70.9% | Added |
| Voya Investment Management LLC | 155,134 | $6.35M | 0.01% | +15,989+11.5% | Added |
| Alliancebernstein L.P. | 161,092 | $6.60M | 0.00% | +1,016+0.6% | Added |
| Nordea Investment Management AB | 168,008 | $6.88M | 0.01% | −4,270−2.5% | Reduced |
| Great Lakes Advisors, LLC | 168,695 | $6.91M | 0.07% | −2,617−1.5% | Reduced |
| Raymond James & Associates | 170,221 | $6.97M | 0.01% | −11,047−6.1% | Reduced |
| Goldman Sachs Group Inc | 176,970 | $7.25M | 0.00% | −83,234−32.0% | Reduced |
| Eagle Asset Management Inc | 180,588 | $7.39M | 0.04% | −63,900−26.1% | Reduced |
| Rhumbline Advisers | 181,128 | $7.42M | 0.01% | −4,233−2.3% | Reduced |
| Legal & General Group Plc | 181,463 | $7.43M | 0.00% | +373+0.2% | Added |
| Nicholas Company, Inc. | 216,020 | $8.84M | 0.16% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.91M | 1.00% | −36,250−14.3% | Reduced |
| Alpine Peaks Capital, LP | 232,393 | $9.51M | 5.78% | +9,727+4.4% | Added |
| Man Group plc | 238,207 | $9.75M | 0.03% | – | – |
| Deutsche Bank AG | 254,706 | $10.4M | 0.01% | −564−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 258,559 | $10.6M | 0.01% | +70,572+37.5% | Added |
| Schroder Investment Management Group | 290,173 | $11.9M | 0.02% | −1,829−0.6% | Reduced |
| Royal Bank of Canada | 300,759 | $12.3M | 0.00% | −674−0.2% | Reduced |
| DF Dent & Co Inc | 311,862 | $12.8M | 0.17% | +6,512+2.1% | Added |
| Nuveen Asset Management, LLC | 316,547 | $13.0M | 0.00% | −36,938−10.4% | Reduced |
| Pathstone Holdings, LLC | 323,042 | $13.2M | 0.07% | +323,042 | New |
| LSV Asset Management | 331,000 | $13.6M | 0.03% | −24,417−6.9% | Reduced |
| Bares Capital Management, Inc. | 340,000 | $13.9M | 0.55% | 00.0% | Unchanged |
| One Fin Capital Management LP | 350,000 | $14.3M | 5.46% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 368,905 | $15.1M | 3.90% | +8,560+2.4% | Added |
| Principal Financial Group Inc | 403,652 | $16.5M | 0.01% | +14,073+3.6% | Added |
| Capital Group Private Client Services, Inc. | 438,739 | $18.0M | 0.19% | −94,144−17.7% | Reduced |
| Envestnet Asset Management Inc | 443,874 | $18.2M | 0.01% | +34,872+8.5% | Added |
| SEI Investments Co | 447,520 | $18.3M | 0.03% | −4,415−1.0% | Reduced |
| Ameriprise Financial Inc | 460,088 | $18.8M | 0.01% | −10,857−2.3% | Reduced |
| Norges Bank | 479,383 | $19.6M | 0.00% | −22,956−4.6% | Reduced |
| JPMorgan Chase & Co | 504,256 | $20.6M | 0.00% | +11,765+2.4% | Added |
| Wells Fargo & Company | 566,402 | $23.2M | 0.01% | −15,722−2.7% | Reduced |
| Bank of America Corp | 581,910 | $23.8M | 0.00% | +2,477+0.4% | Added |
| Janus Henderson Group PLC | 604,809 | $24.8M | 0.01% | −191,861−24.1% | Reduced |
| Natixis Advisors, L.P. | 608,559 | $24.9M | 0.07% | −14,401−2.3% | Reduced |
| Bank of New York Mellon Corp | 642,533 | $26.3M | 0.01% | −58,246−8.3% | Reduced |
| Price T Rowe Associates Inc | 654,856 | $26.8M | 0.00% | +60,666+10.2% | Added |
| Charles Schwab Investment Management Inc | 709,451 | $29.0M | 0.01% | +21,304+3.1% | Added |
| North Star Asset Management Inc | 729,043 | $29.8M | 1.53% | −7,583−1.0% | Reduced |
| Invesco Ltd. | 773,236 | $31.7M | 0.01% | +486,181+169.4% | Added |
| Morgan Stanley | 780,735 | $32.0M | 0.00% | −103,225−11.7% | Reduced |
| Renaissance Technologies LLC | 794,726 | $32.5M | 0.05% | −187,000−19.0% | Reduced |
| Sunriver Management LLC | 827,458 | $33.9M | 5.31% | +150,935+22.3% | Added |
| Northern Trust Corp | 932,320 | $38.2M | 0.01% | −23,461−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,241,262 | $50.8M | 0.26% | −1,154−0.1% | Reduced |
| Victory Capital Management Inc | 1,296,315 | $53.1M | 0.06% | +1,029,827+386.4% | Added |
| FMR LLC | 1,298,241 | $53.1M | 0.00% | +408,810+46.0% | Added |
| Loomis Sayles & Co L P | 1,407,524 | $57.6M | 0.09% | −44,526−3.1% | Reduced |
| Geode Capital Management, LLC | 1,489,555 | $61.0M | 0.01% | +76,197+5.4% | Added |
| Dimensional Fund Advisors LP | 1,668,011 | $68.3M | 0.02% | +12,575+0.8% | Added |
| River Road Asset Management, LLC | 2,069,066 | $84.7M | 1.18% | −136,015−6.2% | Reduced |
| State Street Corp | 2,409,829 | $98.7M | 0.00% | +89,789+3.9% | Added |
| Capital International Investors | 3,131,941 | $128.3M | 0.03% | +1,2090.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,886,451 | $159.1M | 0.40% | −203,470−5.0% | Reduced |
| American Century Companies Inc | 4,126,933 | $169.0M | 0.12% | +161,976+4.1% | Added |
| Vanguard Group Inc | 7,453,242 | $305.1M | 0.01% | +68,871+0.9% | Added |
| BlackRock Inc. | 10,163,355 | $416.1M | 0.01% | +480,810+5.0% | Added |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,276−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −31,164−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −29,290−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −9,665−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,576−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,575−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |