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, Q1 2024
Institutional positions in EVERTEC, Inc. as of Mar 31, 2024. 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
- 259
- −3 vs. Q4 2023
- Shares held
- 66.0M
- +915.1K (+1.4%) vs. Q4 2023
- Total value
- $2.63B
- −$32.1M (−1.2%) vs. Q4 2023
- New holders
- 29
- 75 more added
- Sold out
- 32
- 112 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,890,443 | $394.6M | 0.01% | −272,912−2.7% | Reduced |
| Vanguard Group Inc | 7,418,734 | $296.0M | 0.01% | −34,508−0.5% | Reduced |
| American Century Companies Inc | 4,162,293 | $166.1M | 0.10% | +35,360+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,755,123 | $149.8M | 0.35% | −131,328−3.4% | Reduced |
| Capital International Investors | 3,141,051 | $125.3M | 0.03% | +9,110+0.3% | Added |
| FMR LLC | 2,624,701 | $104.7M | 0.01% | +1,326,460+102.2% | Added |
| State Street Corp | 2,474,157 | $98.7M | 0.00% | +64,328+2.7% | Added |
| Victory Capital Management Inc | 2,108,736 | $84.1M | 0.08% | +812,421+62.7% | Added |
| River Road Asset Management, LLC | 1,925,935 | $76.8M | 1.04% | −143,131−6.9% | Reduced |
| Dimensional Fund Advisors LP | 1,679,053 | $67.0M | 0.02% | +11,042+0.7% | Added |
| Geode Capital Management, LLC | 1,557,725 | $62.2M | 0.01% | +68,170+4.6% | Added |
| Loomis Sayles & Co L P | 1,364,160 | $54.4M | 0.08% | −43,364−3.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,131,184 | $45.1M | 0.20% | −110,078−8.9% | Reduced |
| Northern Trust Corp | 909,764 | $36.3M | 0.01% | −22,556−2.4% | Reduced |
| Invesco Ltd. | 885,948 | $35.3M | 0.01% | +112,712+14.6% | Added |
| Sunriver Management LLC | 879,617 | $35.1M | 4.59% | +52,159+6.3% | Added |
| North Star Asset Management Inc | 734,759 | $29.3M | 1.38% | +5,716+0.8% | Added |
| Morgan Stanley | 721,917 | $28.8M | 0.00% | −58,818−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 706,434 | $28.2M | 0.01% | −3,017−0.4% | Reduced |
| Renaissance Technologies LLC | 665,426 | $26.6M | 0.04% | −129,300−16.3% | Reduced |
| Price T Rowe Associates Inc | 654,122 | $26.1M | 0.00% | −734−0.1% | Reduced |
| Bank of New York Mellon Corp | 602,883 | $24.1M | 0.00% | −39,650−6.2% | Reduced |
| Natixis Advisors, L.P. | 599,839 | $23.9M | 0.06% | −8,720−1.4% | Reduced |
| Wells Fargo & Company | 571,412 | $22.8M | 0.01% | +5,010+0.9% | Added |
| Bank of America Corp | 535,793 | $21.4M | 0.00% | −46,117−7.9% | Reduced |
| Capital Group Private Client Services, Inc. | 494,836 | $19.7M | 0.20% | +56,097+12.8% | Added |
| Janus Henderson Group PLC | 445,748 | $17.8M | 0.01% | −159,061−26.3% | Reduced |
| SEI Investments Co | 445,498 | $17.8M | 0.03% | −2,022−0.5% | Reduced |
| Ameriprise Financial Inc | 444,950 | $17.8M | 0.00% | −15,138−3.3% | Reduced |
| Envestnet Asset Management Inc | 410,527 | $16.4M | 0.01% | −33,347−7.5% | Reduced |
| Norges Bank | 405,387 | $16.2M | 0.00% | −73,996−15.4% | Reduced |
| Clifford Capital Partners LLC | 381,529 | $15.2M | 3.87% | +12,624+3.4% | Added |
| JPMorgan Chase & Co | 371,808 | $14.8M | 0.00% | −132,448−26.3% | Reduced |
| Principal Financial Group Inc | 362,410 | $14.5M | 0.01% | −41,242−10.2% | Reduced |
| Millennium Management LLC | 356,855 | $14.2M | 0.01% | +347,688+3,792.8% | Added |
| Arrowstreet Capital, Limited Partnership | 356,078 | $14.2M | 0.01% | +97,519+37.7% | Added |
| One Fin Capital Management LP | 350,000 | $14.0M | 4.77% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 322,790 | $12.9M | 0.06% | −252−0.1% | Reduced |
| Bares Capital Management, Inc. | 322,449 | $12.9M | 0.51% | −17,551−5.2% | Reduced |
| DF Dent & Co Inc | 309,601 | $12.4M | 0.15% | −2,261−0.7% | Reduced |
| LSV Asset Management | 301,900 | $12.0M | 0.02% | −29,100−8.8% | Reduced |
| Royal Bank of Canada | 285,446 | $11.4M | 0.00% | −15,313−5.1% | Reduced |
| Schroder Investment Management Group | 281,685 | $11.2M | 0.01% | −8,488−2.9% | Reduced |
| Nuveen Asset Management, LLC | 279,395 | $11.1M | 0.00% | −37,152−11.7% | Reduced |
| Alpine Peaks Capital, LP | 232,393 | $9.27M | 5.34% | 00.0% | Unchanged |
| Nordea Investment Management AB | 217,123 | $8.77M | 0.01% | +49,115+29.2% | Added |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.68M | 0.86% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 216,020 | $8.62M | 0.14% | 00.0% | Unchanged |
| CenterBook Partners LP | 209,683 | $8.37M | 0.58% | +153,623+274.0% | Added |
| Ziegler Capital Management, LLC | 195,324 | $7.79M | 0.30% | +119,122+156.3% | Added |
| Deutsche Bank AG | 190,813 | $7.61M | 0.00% | −63,893−25.1% | Reduced |
| Raymond James & Associates | 189,181 | $7.55M | 0.01% | +18,960+11.1% | Added |
| Eagle Asset Management Inc | 191,947 | $7.45M | 0.04% | +11,359+6.3% | Added |
| Legal & General Group Plc | 180,272 | $7.19M | 0.00% | −1,191−0.7% | Reduced |
| Rhumbline Advisers | 178,045 | $7.10M | 0.01% | −3,083−1.7% | Reduced |
| Great Lakes Advisors, LLC | 168,277 | $6.71M | 0.06% | −418−0.2% | Reduced |
| Voya Investment Management LLC | 160,118 | $6.39M | 0.01% | +4,984+3.2% | Added |
| Man Group plc | 157,861 | $6.30M | 0.02% | −80,346−33.7% | Reduced |
| Credit Suisse AG | 136,672 | $5.45M | 0.01% | +2,519+1.9% | Added |
| Stifel Financial Corp | 133,320 | $5.32M | 0.01% | −223−0.2% | Reduced |
| Public Sector Pension Investment Board | 132,481 | $5.29M | 0.04% | −4,050−3.0% | Reduced |
| Swiss National Bank | 127,374 | $5.08M | 0.00% | 00.0% | Unchanged |
| Heartland Advisors Inc | 120,600 | $4.81M | 0.25% | −5,500−4.4% | Reduced |
| Goldman Sachs Group Inc | 114,258 | $4.56M | 0.00% | −62,712−35.4% | Reduced |
| Keeley-Teton Advisors, LLC | 111,521 | $4.45M | 0.55% | −2,871−2.5% | Reduced |
| Sapience Investments, LLC | 91,835 | $3.66M | 1.21% | −7,483−7.5% | Reduced |
| UBS Asset Management Americas Inc | 91,464 | $3.65M | 0.00% | +10,158+12.5% | Added |
| Penserra Capital Management LLC | 85,484 | $3.41M | 0.04% | +83,952+5,479.9% | Added |
| Bridgewater Associates, LP | 83,888 | $3.35M | 0.02% | +377+0.5% | Added |
| Redwood Investments, LLC | 84,503 | $3.32M | 0.97% | −28,651−25.3% | Reduced |
| Prudential Financial Inc | 81,022 | $3.23M | 0.00% | −2,779−3.3% | Reduced |
| Alliancebernstein L.P. | 79,498 | $3.17M | 0.00% | −81,594−50.7% | Reduced |
| Clark Capital Management Group, Inc. | 78,474 | $3.13M | 0.02% | −6,115−7.2% | Reduced |
| Aptus Capital Advisors, LLC | 70,580 | $2.82M | 0.06% | +7,456+11.8% | Added |
| Great West Life Assurance Co | 69,385 | $2.77M | 0.01% | +979+1.4% | Added |
| State of New Jersey Common Pension Fund D | 69,283 | $2.76M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64,697 | $2.58M | 0.00% | −3,642−5.3% | Reduced |
| State Board of Administration of Florida Retirement System | 71,754 | $2.42M | 0.01% | +6,079+9.3% | Added |
| Invenomic Capital Management LP | 60,314 | $2.41M | 0.13% | +60,314 | New |
| Lombard Odier Asset Management (Europe) Ltd | 60,000 | $2.39M | 0.15% | −15,000−20.0% | Reduced |
| BNP Paribas Arbitrage, SA | 59,068 | $2.36M | 0.00% | +5,203+9.7% | Added |
| Thrivent Financial for Lutherans | 58,870 | $2.35M | 0.00% | −2,560−4.2% | Reduced |
| Barclays PLC | 58,793 | $2.35M | 0.00% | −43,810−42.7% | Reduced |
| Bridge City Capital, LLC | 58,286 | $2.33M | 0.85% | +438+0.8% | Added |
| Texas Permanent School Fund | 56,564 | $2.26M | 0.02% | −274−0.5% | Reduced |
| Citigroup Inc | 56,306 | $2.25M | 0.00% | +445+0.8% | Added |
| D. E. Shaw & Co., Inc. | 55,275 | $2.21M | 0.00% | +18,037+48.4% | Added |
| TD Asset Management Inc | 53,759 | $2.14M | 0.00% | −6,137−10.2% | Reduced |
| UBS Group AG | 52,977 | $2.11M | 0.00% | −23,750−31.0% | Reduced |
| Rockefeller Capital Management L.P. | 51,103 | $2.04M | 0.01% | +51,103 | New |
| First Trust Advisors LP | 50,894 | $2.03M | 0.00% | −19,110−27.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,772 | $2.03M | 0.02% | +28,930+132.5% | Added |
| Polaris Capital Management, LLC | 49,800 | $1.99M | 0.10% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 48,226 | $1.92M | 0.00% | −2,925−5.7% | Reduced |
| Davenport & Co LLC | 44,647 | $1.78M | 0.01% | +6,647+17.5% | Added |
| Capital International Sarl | 44,168 | $1.76M | 0.06% | −194−0.4% | Reduced |
| New York State Common Retirement Fund | 43,871 | $1.75M | 0.00% | −28−0.1% | Reduced |
| QSV Equity Investors LLC | 43,335 | $1.73M | 1.66% | +1,050+2.5% | Added |
| CI Private Wealth, LLC | 39,988 | $1.60M | 0.00% | −474−1.2% | Reduced |
| State of Alaska, Department of Revenue | 39,373 | $1.57M | 0.02% | −1,115−2.8% | Reduced |