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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 324 | $11.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 298 | $10.3K | 0.00% | +126+73.3% | Added |
| Allworth Financial LP | 310 | $9.99K | 0.00% | −176−36.2% | Reduced |
| Umb Bank N A | 241 | $8.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 240 | $8.29K | 0.00% | +97+67.8% | Added |
| Y.D. More Investments Ltd | 222 | $7.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 208 | $7.18K | 0.00% | +56+36.8% | Added |
| Solstein Capital, LLC | 158 | $5.46K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 151 | $5.21K | 0.00% | +151 | New |
| Venturi Wealth Management, LLC | 119 | $4.11K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 129 | $4.00K | 0.00% | +94+268.6% | Added |
| Assetmark, Inc | 114 | $3.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 108 | $3.73K | 0.00% | +21+24.1% | Added |
| SRS Capital Advisors, Inc. | 95 | $3.28K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 86 | $2.97K | 0.00% | +86 | New |
| EverSource Wealth Advisors, LLC | 85 | $2.94K | 0.00% | +55+183.3% | Added |
| LRI Investments, LLC | 82 | $2.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 80 | $2.77K | 0.00% | +80 | New |
| Rothschild Investment LLC | 80 | $2.76K | 0.00% | +20+33.3% | Added |
| Steward Partners Investment Advisory, LLC | 69 | $2.38K | 0.00% | +69 | New |
| High Note Wealth, LLC | 69 | $2.38K | 0.00% | +69 | New |
| Sterling Capital Management LLC | 66 | $2.28K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 63 | $2.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $2.14K | 0.00% | +18+40.9% | Added |
| FSC Wealth Advisors, LLC | 60 | $2.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 57 | $1.97K | 0.00% | +57 | New |
| Frazier Financial Advisors, LLC | 56 | $1.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 51 | $1.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.66K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.58K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 44 | $1.52K | 0.00% | +44 | New |
| Farther Finance Advisors, LLC | 38 | $1.31K | 0.00% | −5−11.6% | Reduced |
| Signaturefd, LLC | 35 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.07K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $863 | 0.00% | −26−51.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $726 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $587 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $311 | 0.00% | +9 | New |
| IFP Advisors, Inc | 0 | $242 | 0.00% | 0 | New |
| Abound Wealth Management | 6 | $208 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $173 | 0.00% | +5 | New |
| CIBC Private Wealth Group, LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $139 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $104 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $69 | 0.00% | +2 | New |
| Covestor Ltd | 4 | $0 | 0.00% | +1+33.3% | Added |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −125,383−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −101,793−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −37,886−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −36,761−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −21,941−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,548−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −13,029−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,416−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,812−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −9,593−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,955−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,275−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,076−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |