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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 136,672 | $5.45M | 0.01% | +2,519+1.9% | Added |
| Man Group plc | 157,861 | $6.30M | 0.02% | −80,346−33.7% | Reduced |
| Voya Investment Management LLC | 160,118 | $6.39M | 0.01% | +4,984+3.2% | Added |
| Great Lakes Advisors, LLC | 168,277 | $6.71M | 0.06% | −418−0.2% | Reduced |
| Rhumbline Advisers | 178,045 | $7.10M | 0.01% | −3,083−1.7% | Reduced |
| Legal & General Group Plc | 180,272 | $7.19M | 0.00% | −1,191−0.7% | Reduced |
| Eagle Asset Management Inc | 191,947 | $7.45M | 0.04% | +11,359+6.3% | Added |
| Raymond James & Associates | 189,181 | $7.55M | 0.01% | +18,960+11.1% | Added |
| Deutsche Bank AG | 190,813 | $7.61M | 0.00% | −63,893−25.1% | Reduced |
| Ziegler Capital Management, LLC | 195,324 | $7.79M | 0.30% | +119,122+156.3% | Added |
| CenterBook Partners LP | 209,683 | $8.37M | 0.58% | +153,623+274.0% | Added |
| Nicholas Company, Inc. | 216,020 | $8.62M | 0.14% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.68M | 0.86% | 00.0% | Unchanged |
| Nordea Investment Management AB | 217,123 | $8.77M | 0.01% | +49,115+29.2% | Added |
| Alpine Peaks Capital, LP | 232,393 | $9.27M | 5.34% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 279,395 | $11.1M | 0.00% | −37,152−11.7% | Reduced |
| Schroder Investment Management Group | 281,685 | $11.2M | 0.01% | −8,488−2.9% | Reduced |
| Royal Bank of Canada | 285,446 | $11.4M | 0.00% | −15,313−5.1% | Reduced |
| LSV Asset Management | 301,900 | $12.0M | 0.02% | −29,100−8.8% | Reduced |
| DF Dent & Co Inc | 309,601 | $12.4M | 0.15% | −2,261−0.7% | Reduced |
| Bares Capital Management, Inc. | 322,449 | $12.9M | 0.51% | −17,551−5.2% | Reduced |
| Pathstone Holdings, LLC | 322,790 | $12.9M | 0.06% | −252−0.1% | Reduced |
| One Fin Capital Management LP | 350,000 | $14.0M | 4.77% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 356,078 | $14.2M | 0.01% | +97,519+37.7% | Added |
| Millennium Management LLC | 356,855 | $14.2M | 0.01% | +347,688+3,792.8% | Added |
| Principal Financial Group Inc | 362,410 | $14.5M | 0.01% | −41,242−10.2% | Reduced |
| JPMorgan Chase & Co | 371,808 | $14.8M | 0.00% | −132,448−26.3% | Reduced |
| Clifford Capital Partners LLC | 381,529 | $15.2M | 3.87% | +12,624+3.4% | Added |
| Norges Bank | 405,387 | $16.2M | 0.00% | −73,996−15.4% | Reduced |
| Envestnet Asset Management Inc | 410,527 | $16.4M | 0.01% | −33,347−7.5% | Reduced |
| Ameriprise Financial Inc | 444,950 | $17.8M | 0.00% | −15,138−3.3% | Reduced |
| SEI Investments Co | 445,498 | $17.8M | 0.03% | −2,022−0.5% | Reduced |
| Janus Henderson Group PLC | 445,748 | $17.8M | 0.01% | −159,061−26.3% | Reduced |
| Capital Group Private Client Services, Inc. | 494,836 | $19.7M | 0.20% | +56,097+12.8% | Added |
| Bank of America Corp | 535,793 | $21.4M | 0.00% | −46,117−7.9% | Reduced |
| Wells Fargo & Company | 571,412 | $22.8M | 0.01% | +5,010+0.9% | Added |
| Natixis Advisors, L.P. | 599,839 | $23.9M | 0.06% | −8,720−1.4% | Reduced |
| Bank of New York Mellon Corp | 602,883 | $24.1M | 0.00% | −39,650−6.2% | Reduced |
| Price T Rowe Associates Inc | 654,122 | $26.1M | 0.00% | −734−0.1% | Reduced |
| Renaissance Technologies LLC | 665,426 | $26.6M | 0.04% | −129,300−16.3% | Reduced |
| Charles Schwab Investment Management Inc | 706,434 | $28.2M | 0.01% | −3,017−0.4% | Reduced |
| Morgan Stanley | 721,917 | $28.8M | 0.00% | −58,818−7.5% | Reduced |
| North Star Asset Management Inc | 734,759 | $29.3M | 1.38% | +5,716+0.8% | Added |
| Sunriver Management LLC | 879,617 | $35.1M | 4.59% | +52,159+6.3% | Added |
| Invesco Ltd. | 885,948 | $35.3M | 0.01% | +112,712+14.6% | Added |
| Northern Trust Corp | 909,764 | $36.3M | 0.01% | −22,556−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,131,184 | $45.1M | 0.20% | −110,078−8.9% | Reduced |
| Loomis Sayles & Co L P | 1,364,160 | $54.4M | 0.08% | −43,364−3.1% | Reduced |
| Geode Capital Management, LLC | 1,557,725 | $62.2M | 0.01% | +68,170+4.6% | Added |
| Dimensional Fund Advisors LP | 1,679,053 | $67.0M | 0.02% | +11,042+0.7% | Added |
| River Road Asset Management, LLC | 1,925,935 | $76.8M | 1.04% | −143,131−6.9% | Reduced |
| Victory Capital Management Inc | 2,108,736 | $84.1M | 0.08% | +812,421+62.7% | Added |
| State Street Corp | 2,474,157 | $98.7M | 0.00% | +64,328+2.7% | Added |
| FMR LLC | 2,624,701 | $104.7M | 0.01% | +1,326,460+102.2% | Added |
| Capital International Investors | 3,141,051 | $125.3M | 0.03% | +9,110+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,755,123 | $149.8M | 0.35% | −131,328−3.4% | Reduced |
| American Century Companies Inc | 4,162,293 | $166.1M | 0.10% | +35,360+0.9% | Added |
| Vanguard Group Inc | 7,418,734 | $296.0M | 0.01% | −34,508−0.5% | Reduced |
| BlackRock Inc. | 9,890,443 | $394.6M | 0.01% | −272,912−2.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −104,500−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −81,951−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,463−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −60,419−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −42,393−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −34,539−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −26,772−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −22,794−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −22,096−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −16,299−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −14,245−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,041−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,688−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,104−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,846−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,407−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −5,010−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |