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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 110,600 | $4.07M | 0.01% | −10,900−9.0% | Reduced |
| Norges Bank | 114,705 | $4.22M | 0.00% | −75,509−39.7% | Reduced |
| Swiss National Bank | 123,274 | $4.53M | 0.00% | −2,500−2.0% | Reduced |
| Invesco Ltd. | 127,584 | $4.69M | 0.00% | −766,910−85.7% | Reduced |
| New York State Common Retirement Fund | 128,904 | $4.74M | 0.01% | −331−0.3% | Reduced |
| Jane Street Group, LLC | 133,714 | $4.92M | 0.01% | +86,733+184.6% | Added |
| Keeley-Teton Advisors, LLC | 142,474 | $5.24M | 0.64% | −4,110−2.8% | Reduced |
| Raymond James Financial Inc | 147,108 | $5.41M | 0.00% | −7,997−5.2% | Reduced |
| Alpine Peaks Capital, LP | 166,798 | $6.13M | 5.53% | −5,500−3.2% | Reduced |
| Legal & General Group Plc | 172,650 | $6.35M | 0.00% | −5,892−3.3% | Reduced |
| Rhumbline Advisers | 173,523 | $6.38M | 0.01% | −741−0.4% | Reduced |
| Nuveen, LLC | 195,700 | $7.20M | 0.00% | +195,700 | New |
| Public Sector Pension Investment Board | 201,708 | $7.42M | 0.03% | +43,223+27.3% | Added |
| Voloridge Investment Management, LLC | 211,625 | $7.78M | 0.03% | −61,347−22.5% | Reduced |
| Nicholas Company, Inc. | 216,075 | $7.95M | 0.14% | +190+0.1% | Added |
| Two Sigma Investments, LP | 217,060 | $7.98M | 0.02% | −62,025−22.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 217,550 | $8.00M | 0.82% | 00.0% | Unchanged |
| Bank of America Corp | 223,743 | $8.23M | 0.00% | +116,954+109.5% | Added |
| Clark Capital Management Group, Inc. | 230,083 | $8.46M | 0.06% | +33,247+16.9% | Added |
| LSV Asset Management | 230,800 | $8.49M | 0.02% | −16,400−6.6% | Reduced |
| Goldman Sachs Group Inc | 236,684 | $8.70M | 0.00% | −63,113−21.1% | Reduced |
| Renaissance Technologies LLC | 240,926 | $8.86M | 0.01% | −39,400−14.1% | Reduced |
| Invenomic Capital Management LP | 290,508 | $10.7M | 0.54% | +14,529+5.3% | Added |
| Palisade Capital Management LLC | 315,071 | $11.6M | 0.33% | −2,745−0.9% | Reduced |
| Principal Financial Group Inc | 317,649 | $11.7M | 0.01% | +7,125+2.3% | Added |
| Pathstone Holdings, LLC | 325,912 | $12.0M | 0.05% | +990.0% | Added |
| Envestnet Asset Management Inc | 332,121 | $12.2M | 0.00% | +2,439+0.7% | Added |
| Wells Fargo & Company | 375,225 | $13.8M | 0.00% | +7,195+2.0% | Added |
| D. E. Shaw & Co., Inc. | 394,520 | $14.5M | 0.02% | +130,031+49.2% | Added |
| JPMorgan Chase & Co | 405,849 | $14.9M | 0.00% | −76,263−15.8% | Reduced |
| Clifford Capital Partners LLC | 422,551 | $15.5M | 3.20% | −258−0.1% | Reduced |
| DF Dent & Co Inc | 433,158 | $15.9M | 0.21% | −1,491−0.3% | Reduced |
| Bank of New York Mellon Corp | 517,250 | $19.0M | 0.00% | −15,090−2.8% | Reduced |
| Natixis Advisors, L.P. | 567,716 | $20.9M | 0.04% | −11,075−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 580,500 | $21.3M | 0.00% | −47,737−7.6% | Reduced |
| SEI Investments Co | 605,450 | $22.3M | 0.03% | +30,189+5.2% | Added |
| Price T Rowe Associates Inc | 631,877 | $23.2M | 0.00% | +4,056+0.6% | Added |
| Morgan Stanley | 690,968 | $25.4M | 0.00% | −31,703−4.4% | Reduced |
| North Star Asset Management Inc | 815,816 | $30.0M | 1.37% | +21,645+2.7% | Added |
| Ameriprise Financial Inc | 871,051 | $32.0M | 0.01% | +302,254+53.1% | Added |
| Northern Trust Corp | 907,660 | $33.4M | 0.00% | +60,484+7.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,155,394 | $42.5M | 0.17% | +33,832+3.0% | Added |
| Loomis Sayles & Co L P | 1,220,297 | $44.9M | 0.06% | −25,760−2.1% | Reduced |
| Geode Capital Management, LLC | 1,467,272 | $54.0M | 0.00% | +26,545+1.8% | Added |
| Dimensional Fund Advisors LP | 1,554,389 | $57.2M | 0.01% | −74,015−4.5% | Reduced |
| River Road Asset Management, LLC | 1,874,607 | $68.9M | 0.94% | −36,031−1.9% | Reduced |
| Victory Capital Management Inc | 1,967,622 | $72.3M | 0.07% | −31,891−1.6% | Reduced |
| State Street Corp | 2,450,697 | $90.1M | 0.00% | −162,947−6.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,473,953 | $127.7M | 0.31% | +65,793+1.9% | Added |
| American Century Companies Inc | 4,512,227 | $165.9M | 0.10% | −47,666−1.0% | Reduced |
| Vanguard Group Inc | 7,133,522 | $262.3M | 0.00% | −142,540−2.0% | Reduced |
| BlackRock, Inc. | 9,496,142 | $349.2M | 0.01% | −141,832−1.5% | Reduced |
| FMR LLC | 9,530,792 | $350.4M | 0.02% | −11,311−0.1% | Reduced |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −504,370−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,141−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −49,170−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −22,784−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,160−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −16,956−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −16,372−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,424−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −7,222−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −377−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |