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, Q3 2024
Institutional positions in EVERTEC, Inc. as of Sep 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
- 248
- +8 vs. Q2 2024
- Shares held
- 64.7M
- +9.68M (+17.6%) vs. Q2 2024
- Total value
- $2.19B
- +$363.4M (+19.9%) vs. Q2 2024
- New holders
- 32
- 66 more added
- Sold out
- 24
- 104 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 160,339 | $5.43M | 0.01% | +136,902+584.1% | Added |
| Raymond James & Associates | 165,557 | $5.61M | 0.00% | −19,596−10.6% | Reduced |
| Rhumbline Advisers | 171,244 | $5.80M | 0.01% | −7,562−4.2% | Reduced |
| Legal & General Group Plc | 178,481 | $6.05M | 0.00% | +146+0.1% | Added |
| Invenomic Capital Management LP | 185,922 | $6.30M | 0.35% | −36,010−16.2% | Reduced |
| Palisade Capital Management LLC | 186,138 | $6.31M | 0.17% | +186,138 | New |
| UBS Asset Management Americas Inc | 187,750 | $6.36M | 0.00% | −5,586−2.9% | Reduced |
| F/M Investments LLC | 192,273 | $6.52M | 0.22% | +21,680+12.7% | Added |
| Nicholas Company, Inc. | 216,020 | $7.32M | 0.12% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.37M | 0.77% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 226,861 | $7.69M | 0.01% | +103,174+83.4% | Added |
| Norges Bank | 236,855 | $8.03M | 0.00% | −67,067−22.1% | Reduced |
| LSV Asset Management | 250,200 | $8.48M | 0.02% | −44,700−15.2% | Reduced |
| Alpine Peaks Capital, LP | 260,393 | $8.82M | 5.27% | +28,000+12.0% | Added |
| Goldman Sachs Group Inc | 266,723 | $9.04M | 0.00% | +134,587+101.9% | Added |
| Two Sigma Investments, LP | 267,479 | $9.06M | 0.02% | +222,934+500.5% | Added |
| Nuveen Asset Management, LLC | 275,841 | $9.35M | 0.00% | −2,628−0.9% | Reduced |
| Principal Financial Group Inc | 303,182 | $10.3M | 0.01% | −47,667−13.6% | Reduced |
| Voloridge Investment Management, LLC | 318,592 | $10.8M | 0.04% | +195,208+158.2% | Added |
| Pathstone Holdings, LLC | 322,505 | $10.9M | 0.05% | −341−0.1% | Reduced |
| JPMorgan Chase & Co | 337,776 | $11.4M | 0.00% | +33,462+11.0% | Added |
| Envestnet Asset Management Inc | 356,152 | $12.1M | 0.00% | −88,292−19.9% | Reduced |
| Wells Fargo & Company | 371,461 | $12.6M | 0.00% | −186,465−33.4% | Reduced |
| Ameriprise Financial Inc | 401,800 | $13.6M | 0.00% | −13,173−3.2% | Reduced |
| Clifford Capital Partners LLC | 447,645 | $15.2M | 3.02% | −12,185−2.6% | Reduced |
| DF Dent & Co Inc | 455,454 | $15.4M | 0.19% | +98,341+27.5% | Added |
| Renaissance Technologies LLC | 467,626 | $15.8M | 0.02% | −45,900−8.9% | Reduced |
| SEI Investments Co | 507,305 | $17.2M | 0.02% | +26,689+5.6% | Added |
| Bank of New York Mellon Corp | 524,726 | $17.8M | 0.00% | −66,340−11.2% | Reduced |
| Natixis Advisors, L.P. | 582,608 | $19.7M | 0.04% | +52,586+9.9% | Added |
| Price T Rowe Associates Inc | 628,605 | $21.3M | 0.00% | −22,017−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 665,587 | $22.6M | 0.00% | −2,654−0.4% | Reduced |
| Morgan Stanley | 753,012 | $25.5M | 0.00% | +83,588+12.5% | Added |
| North Star Asset Management Inc | 766,260 | $26.0M | 1.17% | +26,026+3.5% | Added |
| Northern Trust Corp | 840,103 | $28.5M | 0.00% | −32,487−3.7% | Reduced |
| Invesco Ltd. | 893,635 | $30.3M | 0.01% | +103,349+13.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,127,622 | $38.2M | 0.15% | −2,209−0.2% | Reduced |
| Loomis Sayles & Co L P | 1,282,462 | $43.5M | 0.06% | −29,533−2.3% | Reduced |
| Geode Capital Management, LLC | 1,445,301 | $49.0M | 0.00% | −182,337−11.2% | Reduced |
| Dimensional Fund Advisors LP | 1,596,074 | $54.1M | 0.01% | −68,639−4.1% | Reduced |
| River Road Asset Management, LLC | 1,966,626 | $66.6M | 0.87% | +5,899+0.3% | Added |
| Victory Capital Management Inc | 2,146,829 | $72.8M | 0.07% | −151,544−6.6% | Reduced |
| State Street Corp | 2,494,349 | $84.5M | 0.00% | +34,410+1.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,504,349 | $118.8M | 0.26% | −10,586−0.3% | Reduced |
| American Century Companies Inc | 4,562,384 | $154.6M | 0.09% | +191,908+4.4% | Added |
| Vanguard Group Inc | 7,308,865 | $247.7M | 0.00% | −3,1170.0% | Reduced |
| FMR LLC | 9,114,244 | $308.9M | 0.02% | +2,440,680+36.6% | Added |
| BlackRock, Inc. | 9,521,892 | $322.7M | 0.01% | +9,521,892 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −1,404,514−100.0% | Sold out |
| Bares Capital Management, Inc. | 0 | $0 | 0.00% | −285,000−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −159,503−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −37,916−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −17,871−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −17,871−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −17,775−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −14,156−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −11,371−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,292−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −9,624−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −9,171−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,088−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,621−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| Institutional & Family Asset Management, LLC | – | – | – | – | Not filed |