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, Q2 2024
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 244
- −12 vs. Q1 2024
- Shares held
- 64.7M
- −924.8K (−1.4%) vs. Q1 2024
- Total value
- $2.15B
- −$466.4M (−17.8%) vs. Q1 2024
- New holders
- 32
- 74 more added
- Sold out
- 44
- 97 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 32,994 | $1.10M | 0.00% | −1,762−5.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 32,540 | $1.08M | 0.00% | +32,540 | New |
| Louisiana State Employees Retirement System | 32,400 | $1.08M | 0.02% | +400+1.3% | Added |
| Janus Henderson Group PLC | 32,362 | $1.08M | 0.00% | −413,386−92.7% | Reduced |
| Blair William & Co | 31,918 | $1.06M | 0.00% | +679+2.2% | Added |
| Manufacturers Life Insurance Company, The | 31,625 | $1.05M | 0.00% | +882+2.9% | Added |
| BNP Paribas Arbitrage, SA | 28,374 | $943.4K | 0.00% | −30,694−52.0% | Reduced |
| Danske Bank A/S | 27,647 | $919.3K | 0.00% | +27,647 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,199 | $904.4K | 0.04% | +8,115+42.5% | Added |
| The PNC Financial Services Group, Inc. | 26,633 | $885.5K | 0.00% | +4,169+18.6% | Added |
| Susquehanna International Group, LLP | 26,431 | $878.8K | 0.00% | +10,045+61.3% | Added |
| Ensign Peak Advisors, Inc | 26,360 | $876.5K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 25,734 | $855.7K | 0.01% | −3,451−11.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,806 | $791.5K | 0.07% | +12,059+102.7% | Added |
| Barclays PLC | 23,766 | $790.2K | 0.00% | −35,027−59.6% | Reduced |
| Citadel Advisors LLC | 23,437 | $779.3K | 0.00% | +23,025+5,588.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 23,000 | $765.0K | 0.40% | −7,000−23.3% | Reduced |
| Maryland State Retirement & Pension System | 22,457 | $746.7K | 0.01% | −832−3.6% | Reduced |
| Prospector Partners LLC | 22,000 | $731.5K | 0.09% | 00.0% | Unchanged |
| Amundi | 21,933 | $718.3K | 0.00% | +1,728+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 21,442 | $713.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 20,800 | $691.6K | 0.00% | −12,041−36.7% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $681.6K | 0.00% | +7,100+53.0% | Added |
| Holocene Advisors, LP | 19,776 | $657.6K | 0.00% | +19,776 | New |
| Amalgamated Bank | 19,714 | $655.0K | 0.01% | −379−1.9% | Reduced |
| Royce & Associates LP | 19,483 | $647.8K | 0.01% | −9,052−31.7% | Reduced |
| Snowden Capital Advisors LLC | 18,859 | $627.1K | 0.02% | −8,825−31.9% | Reduced |
| State Board of Administration of Florida Retirement System | 18,665 | $620.6K | 0.00% | −53,089−74.0% | Reduced |
| Arizona State Retirement System | 18,323 | $609.2K | 0.00% | +561+3.2% | Added |
| Simplicity Wealth,LLC | 17,871 | $594.2K | 0.01% | −2,718−13.2% | Reduced |
| Bleakley Financial Group, LLC | 17,871 | $594.2K | 0.02% | −2,718−13.2% | Reduced |
| MML Investors Services, LLC | 17,775 | $591.0K | 0.00% | −3,880−17.9% | Reduced |
| Legato Capital Management LLC | 17,611 | $585.6K | 0.08% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16,956 | $563.8K | 0.20% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,468 | $547.6K | 0.00% | +2,924+21.6% | Added |
| Trexquant Investment LP | 16,178 | $537.9K | 0.01% | +16,178 | New |
| Oregon Public Employees Retirement Fund | 15,607 | $518.9K | 0.01% | −1,729−10.0% | Reduced |
| GWM Advisors LLC | 14,855 | $493.9K | 0.00% | +2,179+17.2% | Added |
| Tower Research Capital LLC (TRC) | 14,307 | $475.7K | 0.01% | +7,507+110.4% | Added |
| UniSuper Management Pty Ltd | 14,156 | $470.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,879 | $461.5K | 0.00% | −78−0.6% | Reduced |
| Truist Financial Corp | 13,339 | $443.5K | 0.00% | −3,831−22.3% | Reduced |
| Atria Investments LLC | 13,207 | $439.1K | 0.01% | +13,207 | New |
| Martingale Asset Management L P | 13,029 | $433.2K | 0.01% | −22,929−63.8% | Reduced |
| Janney Montgomery Scott LLC | 12,244 | $407.0K | 0.00% | +171+1.4% | Added |
| Everence Capital Management Inc | 10,810 | $406.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,952 | $397.4K | 0.00% | −1,788−13.0% | Reduced |
| Keybank National Association | 11,600 | $385.7K | 0.00% | +1,800+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,371 | $378.1K | 0.00% | −13,638−54.5% | Reduced |
| Centiva Capital, LP | 11,292 | $375.5K | 0.02% | +11,292 | New |
| Handelsbanken Fonder AB | 11,200 | $372.0K | 0.00% | 00.0% | Unchanged |
| Equitable Trust Co | 10,956 | $364.3K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 10,855 | $360.9K | 0.17% | +8,094+293.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,805 | $359.7K | 0.00% | −39,967−78.7% | Reduced |
| Occudo Quantitative Strategies LP | 10,600 | $352.4K | 0.06% | +10,600 | New |
| Mutual of America Capital Management LLC | 10,587 | $352.0K | 0.00% | −548−4.9% | Reduced |
| Vestcor Inc | 10,545 | $351.0K | 0.01% | +10,545 | New |
| XTX Topco Ltd | 10,172 | $338.2K | 0.03% | +10,172 | New |
| ProShare Advisors LLC | 10,045 | $334.0K | 0.00% | −3,118−23.7% | Reduced |
| Oppenheimer Asset Management Inc. | 10,042 | $333.9K | 0.00% | +860+9.4% | Added |
| Paragon Private Wealth Management, LLC | 9,968 | $331.4K | 0.19% | −373−3.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,624 | $320.0K | 0.00% | −24−0.2% | Reduced |
| HSBC Holdings PLC | 9,215 | $308.2K | 0.00% | −627−6.4% | Reduced |
| Nicolet Bankshares Inc | 9,250 | $307.6K | 0.08% | −385−4.0% | Reduced |
| Balyasny Asset Management LLC | 9,171 | $304.9K | 0.00% | +9,171 | New |
| Smith Group Asset Management, LLC | 8,898 | $295.9K | 0.03% | +51+0.6% | Added |
| Mariner, LLC | 8,657 | $287.9K | 0.00% | +656+8.2% | Added |
| Bridges Investment Management Inc | 8,407 | $279.5K | 0.00% | +8,407 | New |
| HRT Financial LP | 8,112 | $269.0K | 0.00% | +2,780+52.1% | Added |
| Verition Fund Management LLC | 8,088 | $268.9K | 0.00% | +8,088 | New |
| Allspring Global Investments Holdings, LLC | 7,717 | $256.6K | 0.00% | −5,068−39.6% | Reduced |
| Bridgefront Capital, LLC | 7,621 | $253.4K | 0.11% | +7,621 | New |
| Pictet Asset Management Holding SA | 7,422 | $246.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,337 | $244.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 7,148 | $237.7K | 0.00% | −386−5.1% | Reduced |
| Algert Global LLC | 6,591 | $219.2K | 0.01% | +6,591 | New |
| Ameritas Investment Partners, Inc. | 6,318 | $210.1K | 0.01% | −451−6.7% | Reduced |
| EMC Capital Management | 6,102 | $203.0K | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,261 | $174.9K | 0.00% | +378+7.7% | Added |
| nVerses Capital, LLC | 3,200 | $106.4K | 0.06% | +1,300+68.4% | Added |
| Globeflex Capital L P | 3,132 | $104.1K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,132 | $104.0K | 0.00% | +1,490+90.7% | Added |
| Northwestern Mutual Wealth Management Co | 2,426 | $80.7K | 0.00% | +2,175+866.5% | Added |
| KBC Group NV | 2,365 | $79.0K | 0.00% | +571+31.8% | Added |
| Huntington National Bank | 2,345 | $78.0K | 0.00% | +831+54.9% | Added |
| Venturi Wealth Management, LLC | 2,201 | $73.2K | 0.00% | +2,056+1,417.9% | Added |
| Sit Investment Associates Inc | 1,800 | $60.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,326 | $52.9K | 0.00% | +183+16.0% | Added |
| TD Private Client Wealth LLC | 1,572 | $52.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,467 | $48.8K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 888 | $29.5K | 0.00% | +66+8.0% | Added |
| Allworth Financial LP | 806 | $27.9K | 0.00% | −5−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 835 | $27.8K | 0.01% | +835 | New |
| Nisa Investment Advisors, LLC | 738 | $24.5K | 0.00% | −371−33.5% | Reduced |
| CWM, LLC | 590 | $20.0K | 0.00% | +253+75.1% | Added |
| Catalyst Funds Management Pty Ltd | 600 | $19.9K | 0.01% | −200−25.0% | Reduced |
| US Bancorp | 590 | $19.6K | 0.00% | −1,604−73.1% | Reduced |
| Fifth Third Bancorp | 539 | $17.9K | 0.00% | +110+25.6% | Added |
| First Horizon Advisors, Inc. | 534 | $17.8K | 0.00% | −217−28.9% | Reduced |
| Smartleaf Asset Management LLC | 468 | $15.5K | 0.00% | +468 | New |