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 2025
Institutional positions in EVERTEC, Inc. as of Mar 31, 2025. 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
- 253
- +9 vs. Q4 2024
- Shares held
- 63.6M
- −1.23M (−1.9%) vs. Q4 2024
- Total value
- $2.34B
- +$100.1M (+4.5%) vs. Q4 2024
- New holders
- 36
- 83 more added
- Sold out
- 27
- 98 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,530,792 | $350.4M | 0.02% | −11,311−0.1% | Reduced |
| BlackRock, Inc. | 9,496,142 | $349.2M | 0.01% | −141,832−1.5% | Reduced |
| Vanguard Group Inc | 7,133,522 | $262.3M | 0.00% | −142,540−2.0% | Reduced |
| American Century Companies Inc | 4,512,227 | $165.9M | 0.10% | −47,666−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,473,953 | $127.7M | 0.31% | +65,793+1.9% | Added |
| State Street Corp | 2,450,697 | $90.1M | 0.00% | −162,947−6.2% | Reduced |
| Victory Capital Management Inc | 1,967,622 | $72.3M | 0.07% | −31,891−1.6% | Reduced |
| River Road Asset Management, LLC | 1,874,607 | $68.9M | 0.94% | −36,031−1.9% | Reduced |
| Dimensional Fund Advisors LP | 1,554,389 | $57.2M | 0.01% | −74,015−4.5% | Reduced |
| Geode Capital Management, LLC | 1,467,272 | $54.0M | 0.00% | +26,545+1.8% | Added |
| Loomis Sayles & Co L P | 1,220,297 | $44.9M | 0.06% | −25,760−2.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,155,394 | $42.5M | 0.17% | +33,832+3.0% | Added |
| Northern Trust Corp | 907,660 | $33.4M | 0.00% | +60,484+7.1% | Added |
| Ameriprise Financial Inc | 871,051 | $32.0M | 0.01% | +302,254+53.1% | Added |
| North Star Asset Management Inc | 815,816 | $30.0M | 1.37% | +21,645+2.7% | Added |
| Morgan Stanley | 690,968 | $25.4M | 0.00% | −31,703−4.4% | Reduced |
| Price T Rowe Associates Inc | 631,877 | $23.2M | 0.00% | +4,056+0.6% | Added |
| SEI Investments Co | 605,450 | $22.3M | 0.03% | +30,189+5.2% | Added |
| Charles Schwab Investment Management Inc | 580,500 | $21.3M | 0.00% | −47,737−7.6% | Reduced |
| Natixis Advisors, L.P. | 567,716 | $20.9M | 0.04% | −11,075−1.9% | Reduced |
| Bank of New York Mellon Corp | 517,250 | $19.0M | 0.00% | −15,090−2.8% | Reduced |
| DF Dent & Co Inc | 433,158 | $15.9M | 0.21% | −1,491−0.3% | Reduced |
| Clifford Capital Partners LLC | 422,551 | $15.5M | 3.20% | −258−0.1% | Reduced |
| JPMorgan Chase & Co | 405,849 | $14.9M | 0.00% | −76,263−15.8% | Reduced |
| D. E. Shaw & Co., Inc. | 394,520 | $14.5M | 0.02% | +130,031+49.2% | Added |
| Wells Fargo & Company | 375,225 | $13.8M | 0.00% | +7,195+2.0% | Added |
| Envestnet Asset Management Inc | 332,121 | $12.2M | 0.00% | +2,439+0.7% | Added |
| Pathstone Holdings, LLC | 325,912 | $12.0M | 0.05% | +990.0% | Added |
| Principal Financial Group Inc | 317,649 | $11.7M | 0.01% | +7,125+2.3% | Added |
| Palisade Capital Management LLC | 315,071 | $11.6M | 0.33% | −2,745−0.9% | Reduced |
| Invenomic Capital Management LP | 290,508 | $10.7M | 0.54% | +14,529+5.3% | Added |
| Renaissance Technologies LLC | 240,926 | $8.86M | 0.01% | −39,400−14.1% | Reduced |
| Goldman Sachs Group Inc | 236,684 | $8.70M | 0.00% | −63,113−21.1% | Reduced |
| LSV Asset Management | 230,800 | $8.49M | 0.02% | −16,400−6.6% | Reduced |
| Clark Capital Management Group, Inc. | 230,083 | $8.46M | 0.06% | +33,247+16.9% | Added |
| Bank of America Corp | 223,743 | $8.23M | 0.00% | +116,954+109.5% | Added |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.00M | 0.82% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 217,060 | $7.98M | 0.02% | −62,025−22.2% | Reduced |
| Nicholas Company, Inc. | 216,075 | $7.95M | 0.14% | +190+0.1% | Added |
| Voloridge Investment Management, LLC | 211,625 | $7.78M | 0.03% | −61,347−22.5% | Reduced |
| Public Sector Pension Investment Board | 201,708 | $7.42M | 0.03% | +43,223+27.3% | Added |
| Nuveen, LLC | 195,700 | $7.20M | 0.00% | +195,700 | New |
| Rhumbline Advisers | 173,523 | $6.38M | 0.01% | −741−0.4% | Reduced |
| Legal & General Group Plc | 172,650 | $6.35M | 0.00% | −5,892−3.3% | Reduced |
| Alpine Peaks Capital, LP | 166,798 | $6.13M | 5.53% | −5,500−3.2% | Reduced |
| Raymond James Financial Inc | 147,108 | $5.41M | 0.00% | −7,997−5.2% | Reduced |
| Keeley-Teton Advisors, LLC | 142,474 | $5.24M | 0.64% | −4,110−2.8% | Reduced |
| Jane Street Group, LLC | 133,714 | $4.92M | 0.01% | +86,733+184.6% | Added |
| New York State Common Retirement Fund | 128,904 | $4.74M | 0.01% | −331−0.3% | Reduced |
| Invesco Ltd. | 127,584 | $4.69M | 0.00% | −766,910−85.7% | Reduced |
| Swiss National Bank | 123,274 | $4.53M | 0.00% | −2,500−2.0% | Reduced |
| Norges Bank | 114,705 | $4.22M | 0.00% | −75,509−39.7% | Reduced |
| Two Sigma Advisers, LP | 110,600 | $4.07M | 0.01% | −10,900−9.0% | Reduced |
| Heartland Advisors Inc | 110,000 | $4.04M | 0.23% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 99,364 | $3.65M | 0.05% | +99,364 | New |
| Citigroup Inc | 96,651 | $3.55M | 0.00% | −576−0.6% | Reduced |
| Aristides Capital LLC | 88,344 | $3.25M | 1.21% | +15,655+21.5% | Added |
| Barclays PLC | 87,093 | $3.20M | 0.00% | −31,738−26.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 86,763 | $3.19M | 0.01% | −3,238−3.6% | Reduced |
| UBS Asset Management Americas Inc | 86,721 | $3.19M | 0.00% | +846+1.0% | Added |
| UBS Group AG | 83,786 | $3.08M | 0.00% | −86,220−50.7% | Reduced |
| Millennium Management LLC | 83,449 | $3.07M | 0.00% | +58,166+230.1% | Added |
| Stifel Financial Corp | 82,834 | $3.05M | 0.00% | −9,313−10.1% | Reduced |
| Citadel Advisors LLC | 82,397 | $3.03M | 0.00% | +47,122+133.6% | Added |
| Intech Investment Management LLC | 81,365 | $2.99M | 0.03% | −44,194−35.2% | Reduced |
| Susquehanna International Group, LLP | 77,849 | $2.86M | 0.00% | +12,778+19.6% | Added |
| Alliancebernstein L.P. | 76,365 | $2.81M | 0.00% | −320−0.4% | Reduced |
| F/M Investments LLC | 70,171 | $2.58M | 0.10% | −1,048−1.5% | Reduced |
| Great West Life Assurance Co | 69,470 | $2.56M | 0.00% | −6,876−9.0% | Reduced |
| Bridge City Capital, LLC | 68,485 | $2.52M | 0.76% | −299−0.4% | Reduced |
| Prudential Financial Inc | 62,157 | $2.27M | 0.00% | −2,220−3.4% | Reduced |
| Penserra Capital Management LLC | 61,781 | $2.27M | 0.04% | +34+0.1% | Added |
| California State Teachers Retirement System | 58,742 | $2.16M | 0.00% | −1,136−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 58,622 | $2.16M | 0.01% | −244−0.4% | Reduced |
| Sapience Investments, LLC | 55,556 | $2.04M | 1.46% | −10,113−15.4% | Reduced |
| Polaris Capital Management, LLC | 53,900 | $1.98M | 0.11% | −6,600−10.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 53,533 | $1.97M | 0.03% | −10,910−16.9% | Reduced |
| Algert Global LLC | 53,203 | $1.96M | 0.05% | −43,980−45.3% | Reduced |
| Deutsche Bank AG | 53,127 | $1.95M | 0.00% | −5,277−9.0% | Reduced |
| Redwood Investments, LLC | 50,921 | $1.87M | 0.70% | −2,009−3.8% | Reduced |
| First Trust Advisors LP | 50,542 | $1.86M | 0.00% | +2,944+6.2% | Added |
| Creative Planning | 44,851 | $1.65M | 0.00% | +56+0.1% | Added |
| Davenport & Co LLC | 43,618 | $1.60M | 0.01% | +6,237+16.7% | Added |
| QSV Equity Investors LLC | 42,209 | $1.55M | 1.61% | −87−0.2% | Reduced |
| New York State Teachers Retirement System | 41,744 | $1.53M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.47M | 0.80% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 39,812 | $1.46M | 0.00% | +39,812 | New |
| Zacks Investment Management | 39,488 | $1.45M | 0.01% | +1,509+4.0% | Added |
| CI Private Wealth, LLC | 38,941 | $1.43M | 0.00% | −952−2.4% | Reduced |
| Willis Investment Counsel | 38,022 | $1.40M | 0.09% | +3,420+9.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,915 | $1.39M | 0.00% | +1,222+3.3% | Added |
| Royal Bank of Canada | 37,786 | $1.39M | 0.00% | +3,495+10.2% | Added |
| MetLife Investment Management | 36,783 | $1.35M | 0.01% | −2,425−6.2% | Reduced |
| HighTower Advisors, LLC | 36,779 | $1.35M | 0.00% | +7,156+24.2% | Added |
| State of Alaska, Department of Revenue | 35,248 | $1.30M | 0.01% | −906−2.5% | Reduced |
| Amundi | 35,315 | $1.25M | 0.00% | −8,101−18.7% | Reduced |
| Illinois Municipal Retirement Fund | 33,523 | $1.23M | 0.02% | −667−2.0% | Reduced |
| Corebridge Financial, Inc. | 33,258 | $1.22M | 0.01% | −1,048−3.1% | Reduced |
| Lazard Asset Management LLC | 33,031 | $1.21M | 0.00% | +33,031 | New |
| State of Tennessee, Treasury Department | 32,838 | $1.21M | 0.00% | 00.0% | Unchanged |