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 2024
Institutional positions in EVERTEC, Inc. as of Dec 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
- 247
- 0 vs. Q3 2024
- Shares held
- 65.1M
- +514.3K (+0.8%) vs. Q3 2024
- Total value
- $2.25B
- +$58.9M (+2.7%) vs. Q3 2024
- New holders
- 26
- 81 more added
- Sold out
- 26
- 92 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,637,974 | $332.8M | 0.01% | +116,082+1.2% | Added |
| FMR LLC | 9,542,103 | $329.5M | 0.02% | +427,859+4.7% | Added |
| Vanguard Group Inc | 7,276,062 | $251.2M | 0.00% | −32,803−0.4% | Reduced |
| American Century Companies Inc | 4,559,893 | $157.5M | 0.09% | −2,491−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,408,160 | $117.7M | 0.27% | −96,189−2.7% | Reduced |
| State Street Corp | 2,613,644 | $90.2M | 0.00% | +119,295+4.8% | Added |
| Victory Capital Management Inc | 1,999,513 | $69.0M | 0.07% | −147,316−6.9% | Reduced |
| River Road Asset Management, LLC | 1,910,638 | $66.0M | 0.88% | −55,988−2.8% | Reduced |
| Dimensional Fund Advisors LP | 1,628,404 | $56.2M | 0.01% | +32,330+2.0% | Added |
| Geode Capital Management, LLC | 1,440,727 | $49.8M | 0.00% | −4,574−0.3% | Reduced |
| Loomis Sayles & Co L P | 1,246,057 | $43.0M | 0.05% | −36,405−2.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,121,562 | $38.7M | 0.15% | −6,060−0.5% | Reduced |
| Invesco Ltd. | 894,494 | $30.9M | 0.01% | +859+0.1% | Added |
| Northern Trust Corp | 847,176 | $29.3M | 0.00% | +7,073+0.8% | Added |
| North Star Asset Management Inc | 794,171 | $27.4M | 1.21% | +27,911+3.6% | Added |
| Morgan Stanley | 722,671 | $25.0M | 0.00% | −30,341−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 628,237 | $21.7M | 0.00% | −37,350−5.6% | Reduced |
| Price T Rowe Associates Inc | 627,821 | $21.7M | 0.00% | −784−0.1% | Reduced |
| Natixis Advisors, L.P. | 578,791 | $20.0M | 0.04% | −3,817−0.7% | Reduced |
| SEI Investments Co | 575,261 | $19.9M | 0.03% | +67,956+13.4% | Added |
| Ameriprise Financial Inc | 568,797 | $19.6M | 0.01% | +166,997+41.6% | Added |
| Bank of New York Mellon Corp | 532,340 | $18.4M | 0.00% | +7,614+1.5% | Added |
| Canada Pension Plan Investment Board | 504,370 | $17.4M | 0.02% | +504,370 | New |
| JPMorgan Chase & Co | 482,112 | $16.6M | 0.00% | +144,336+42.7% | Added |
| DF Dent & Co Inc | 434,649 | $15.0M | 0.19% | −20,805−4.6% | Reduced |
| Clifford Capital Partners LLC | 422,809 | $14.6M | 3.03% | −24,836−5.5% | Reduced |
| Wells Fargo & Company | 368,030 | $12.7M | 0.00% | −3,431−0.9% | Reduced |
| Envestnet Asset Management Inc | 329,682 | $11.4M | 0.00% | −26,470−7.4% | Reduced |
| Pathstone Holdings, LLC | 325,813 | $11.3M | 0.05% | +3,308+1.0% | Added |
| Palisade Capital Management LLC | 317,816 | $11.0M | 0.29% | +131,678+70.7% | Added |
| Principal Financial Group Inc | 310,524 | $10.7M | 0.01% | +7,342+2.4% | Added |
| Goldman Sachs Group Inc | 299,797 | $10.4M | 0.00% | +33,074+12.4% | Added |
| Renaissance Technologies LLC | 280,326 | $9.68M | 0.01% | −187,300−40.1% | Reduced |
| Two Sigma Investments, LP | 279,085 | $9.64M | 0.02% | +11,606+4.3% | Added |
| Invenomic Capital Management LP | 275,979 | $9.53M | 0.54% | +90,057+48.4% | Added |
| Voloridge Investment Management, LLC | 272,972 | $9.43M | 0.03% | −45,620−14.3% | Reduced |
| D. E. Shaw & Co., Inc. | 264,489 | $9.13M | 0.01% | +37,628+16.6% | Added |
| LSV Asset Management | 247,200 | $8.54M | 0.02% | −3,000−1.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.51M | 0.77% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 215,885 | $7.45M | 0.12% | −135−0.1% | Reduced |
| Nuveen Asset Management, LLC | 198,706 | $6.86M | 0.00% | −77,135−28.0% | Reduced |
| Clark Capital Management Group, Inc. | 196,836 | $6.80M | 0.05% | +44,936+29.6% | Added |
| Norges Bank | 190,214 | $6.57M | 0.00% | −46,641−19.7% | Reduced |
| Legal & General Group Plc | 178,542 | $6.17M | 0.00% | +610.0% | Added |
| Rhumbline Advisers | 174,264 | $6.02M | 0.01% | +3,020+1.8% | Added |
| Alpine Peaks Capital, LP | 172,298 | $5.95M | 4.88% | −88,095−33.8% | Reduced |
| UBS Group AG | 170,006 | $5.87M | 0.00% | +109,952+183.1% | Added |
| Public Sector Pension Investment Board | 158,485 | $5.47M | 0.02% | +22,775+16.8% | Added |
| Raymond James Financial Inc | 155,105 | $5.36M | 0.00% | +155,105 | New |
| Keeley-Teton Advisors, LLC | 146,584 | $5.06M | 0.59% | +6,512+4.6% | Added |
| New York State Common Retirement Fund | 129,235 | $4.46M | 0.01% | +39,139+43.4% | Added |
| Swiss National Bank | 125,774 | $4.34M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 125,559 | $4.34M | 0.04% | +107,349+589.5% | Added |
| Two Sigma Advisers, LP | 121,500 | $4.20M | 0.01% | +60,200+98.2% | Added |
| Barclays PLC | 118,831 | $4.10M | 0.00% | +3,433+3.0% | Added |
| Heartland Advisors Inc | 110,000 | $3.80M | 0.21% | 00.0% | Unchanged |
| Bank of America Corp | 106,789 | $3.69M | 0.00% | −46,071−30.1% | Reduced |
| Citigroup Inc | 97,227 | $3.36M | 0.00% | +9,544+10.9% | Added |
| Algert Global LLC | 97,183 | $3.36M | 0.08% | +5,842+6.4% | Added |
| Stifel Financial Corp | 92,147 | $3.18M | 0.00% | −6,619−6.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 90,001 | $3.11M | 0.01% | +90,001 | New |
| ExodusPoint Capital Management, LP | 87,141 | $3.01M | 0.03% | −16,577−16.0% | Reduced |
| UBS Asset Management Americas Inc | 85,875 | $2.97M | 0.00% | −101,875−54.3% | Reduced |
| Alliancebernstein L.P. | 76,685 | $2.65M | 0.00% | −2,660−3.4% | Reduced |
| Great West Life Assurance Co | 76,346 | $2.63M | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 72,689 | $2.51M | 0.78% | +30,270+71.4% | Added |
| F/M Investments LLC | 71,219 | $2.46M | 0.09% | −121,054−63.0% | Reduced |
| Bridge City Capital, LLC | 68,784 | $2.38M | 0.63% | +601+0.9% | Added |
| Sapience Investments, LLC | 65,669 | $2.27M | 1.32% | −10,800−14.1% | Reduced |
| Susquehanna International Group, LLP | 65,071 | $2.25M | 0.00% | +14,191+27.9% | Added |
| Susquehanna Fundamental Investments, LLC | 64,443 | $2.23M | 0.04% | +64,443 | New |
| Prudential Financial Inc | 64,377 | $2.22M | 0.00% | −10,380−13.9% | Reduced |
| Penserra Capital Management LLC | 61,747 | $2.13M | 0.04% | −1,849−2.9% | Reduced |
| Polaris Capital Management, LLC | 60,500 | $2.09M | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 59,878 | $2.07M | 0.00% | −1,059−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 58,866 | $2.03M | 0.01% | −204−0.3% | Reduced |
| Deutsche Bank AG | 58,404 | $2.02M | 0.00% | −60,712−51.0% | Reduced |
| Redwood Investments, LLC | 52,930 | $1.83M | 0.49% | +190.0% | Added |
| Thrivent Financial for Lutherans | 49,170 | $1.70M | 0.00% | −1,072−2.1% | Reduced |
| First Trust Advisors LP | 47,598 | $1.64M | 0.00% | +30,705+181.8% | Added |
| Jane Street Group, LLC | 46,981 | $1.62M | 0.00% | −41,841−47.1% | Reduced |
| Creative Planning | 44,795 | $1.55M | 0.00% | +214+0.5% | Added |
| QSV Equity Investors LLC | 42,296 | $1.46M | 1.40% | +101+0.2% | Added |
| Amundi | 43,416 | $1.46M | 0.00% | +19,693+83.0% | Added |
| New York State Teachers Retirement System | 41,744 | $1.44M | 0.00% | −200−0.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.38M | 0.61% | +20,000+100.0% | Added |
| CI Private Wealth, LLC | 39,893 | $1.38M | 0.00% | +933+2.4% | Added |
| MetLife Investment Management | 39,208 | $1.35M | 0.01% | +2,148+5.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 38,750 | $1.34M | 0.09% | −1,250−3.1% | Reduced |
| Zacks Investment Management | 37,979 | $1.31M | 0.01% | +858+2.3% | Added |
| Davenport & Co LLC | 37,381 | $1.29M | 0.01% | −7,170−16.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,693 | $1.27M | 0.00% | +1,393+3.9% | Added |
| State of Alaska, Department of Revenue | 36,154 | $1.25M | 0.01% | −356−1.0% | Reduced |
| Citadel Advisors LLC | 35,275 | $1.22M | 0.00% | −125,064−78.0% | Reduced |
| Willis Investment Counsel | 34,602 | $1.19M | 0.08% | +9,482+37.7% | Added |
| Jump Financial, LLC | 34,409 | $1.19M | 0.02% | +1,384+4.2% | Added |
| Corebridge Financial, Inc. | 34,306 | $1.18M | 0.01% | −2,691−7.3% | Reduced |
| Royal Bank of Canada | 34,291 | $1.18M | 0.00% | −9,896−22.4% | Reduced |
| Illinois Municipal Retirement Fund | 34,190 | $1.18M | 0.02% | −677−1.9% | Reduced |
| State of Tennessee, Treasury Department | 32,838 | $1.13M | 0.00% | −704−2.1% | Reduced |