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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 31,500 | $1.16M | 0.09% | −7,250−18.7% | Reduced |
| Louisiana State Employees Retirement System | 30,000 | $1.10M | 0.02% | −800−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,480 | $1.08M | 0.08% | +19,229+187.6% | Added |
| Russell Investments Group, Ltd. | 29,169 | $1.07M | 0.00% | +3,160+12.1% | Added |
| Marshall Wace, LLP | 28,886 | $1.06M | 0.00% | +28,886 | New |
| Manufacturers Life Insurance Company, The | 28,118 | $1.03M | 0.00% | +74+0.3% | Added |
| Janus Henderson Group PLC | 27,262 | $998.7K | 0.00% | −5,100−15.8% | Reduced |
| HRT Financial LP | 26,756 | $983.0K | 0.01% | +19,255+256.7% | Added |
| Ensign Peak Advisors, Inc | 26,360 | $969.3K | 0.00% | 00.0% | Unchanged |
| Jennison Associates LLC | 26,053 | $958.0K | 0.00% | +26,053 | New |
| LPL Financial LLC | 25,780 | $947.9K | 0.00% | +4,689+22.2% | Added |
| Snowden Capital Advisors LLC | 25,550 | $939.5K | 0.03% | +6,695+35.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25,239 | $928.0K | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 23,451 | $862.3K | 0.01% | −721−3.0% | Reduced |
| Jump Financial, LLC | 22,600 | $831.0K | 0.01% | −11,809−34.3% | Reduced |
| SG Americas Securities, LLC | 22,458 | $826.0K | 0.00% | −7,811−25.8% | Reduced |
| Harbor Capital Advisors, Inc. | 22,370 | $823.0K | 0.04% | +22,370 | New |
| The PNC Financial Services Group, Inc. | 22,165 | $815.0K | 0.00% | −2,134−8.8% | Reduced |
| Verition Fund Management LLC | 21,872 | $804.2K | 0.00% | +12,257+127.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,658 | $796.4K | 0.00% | +2,364+12.3% | Added |
| State Board of Administration of Florida Retirement System | 21,441 | $788.4K | 0.00% | +2,776+14.9% | Added |
| Teachers Retirement System of the State of Kentucky | 21,442 | $788.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 21,141 | $777.4K | 0.01% | +21,141 | New |
| Arrowstreet Capital, Limited Partnership | 19,870 | $730.6K | 0.00% | +19,870 | New |
| KLP Kapitalforvaltning AS | 19,000 | $698.6K | 0.00% | +5,300+38.7% | Added |
| Maryland State Retirement & Pension System | 18,561 | $682.5K | 0.02% | −3,044−14.1% | Reduced |
| Arizona State Retirement System | 18,248 | $671.0K | 0.00% | −320−1.7% | Reduced |
| Dark Forest Capital Management LP | 18,229 | $670.3K | 0.03% | +18,229 | New |
| Amalgamated Bank | 18,205 | $669.0K | 0.01% | −685−3.6% | Reduced |
| Voya Investment Management LLC | 18,111 | $665.9K | 0.00% | −5,808−24.3% | Reduced |
| Legato Capital Management LLC | 17,421 | $640.6K | 0.09% | −190−1.1% | Reduced |
| Smith Group Asset Management, LLC | 15,487 | $569.5K | 0.04% | +59+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,223 | $559.8K | 0.00% | +1,642+12.1% | Added |
| Teacher Retirement System of Texas | 15,184 | $558.3K | 0.00% | +15,184 | New |
| ProShare Advisors LLC | 14,999 | $551.5K | 0.00% | −4,409−22.7% | Reduced |
| Handelsbanken Fonder AB | 14,900 | $548.0K | 0.00% | 00.0% | Unchanged |
| JLB & Associates Inc | 14,673 | $539.5K | 0.08% | −1,477−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 14,560 | $535.4K | 0.01% | −400−2.7% | Reduced |
| CIBC World Markets Corp | 14,134 | $519.7K | 0.00% | +8,099+134.2% | Added |
| Balyasny Asset Management LLC | 13,998 | $514.7K | 0.00% | −13,664−49.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,725 | $504.7K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 13,518 | $497.1K | 0.08% | +13,518 | New |
| Bank of Montreal | 13,434 | $494.0K | 0.00% | +1,464+12.2% | Added |
| GWM Advisors LLC | 13,165 | $484.1K | 0.00% | −511−3.7% | Reduced |
| Omers Administration Corp | 12,900 | $474.3K | 0.00% | +12,900 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,834 | $469.4K | 0.00% | +5,735+80.8% | Added |
| HSBC Holdings PLC | 12,707 | $465.3K | 0.00% | +3,330+35.5% | Added |
| Cetera Investment Advisers | 11,523 | $423.7K | 0.00% | +878+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 11,180 | $413.9K | 0.00% | +3,980+55.3% | Added |
| Atria Investments LLC | 10,925 | $401.7K | 0.01% | +1,361+14.2% | Added |
| Aquatic Capital Management LLC | 10,694 | $393.2K | 0.01% | +2,554+31.4% | Added |
| Keybank National Association | 10,576 | $388.9K | 0.00% | +11+0.1% | Added |
| Mariner, LLC | 10,498 | $386.0K | 0.00% | +2,251+27.3% | Added |
| Bayesian Capital Management, LP | 10,400 | $382.4K | 0.06% | +10,400 | New |
| Trexquant Investment LP | 10,331 | $379.9K | 0.00% | +10,331 | New |
| State of Wyoming | 9,797 | $360.2K | 0.05% | +1,930+24.5% | Added |
| Mutual of America Capital Management LLC | 9,264 | $340.6K | 0.00% | −373−3.9% | Reduced |
| XTX Topco Ltd | 9,009 | $331.3K | 0.02% | +9,009 | New |
| Equitable Trust Co | 8,860 | $325.8K | 0.02% | −1,029−10.4% | Reduced |
| Oppenheimer Asset Management Inc. | 8,827 | $324.6K | 0.00% | −775−8.1% | Reduced |
| Pictet Asset Management Holding SA | 8,678 | $319.1K | 0.00% | +1,256+16.9% | Added |
| Bridges Investment Management Inc | 8,538 | $313.9K | 0.00% | +131+1.6% | Added |
| Sherbrooke Park Advisers LLC | 8,502 | $312.6K | 0.15% | +2,371+38.7% | Added |
| Inceptionr LLC | 8,023 | $295.0K | 0.09% | +8,023 | New |
| Public Employees Retirement Association of Colorado | 7,337 | $270.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 7,329 | $269.5K | 0.00% | −27−0.4% | Reduced |
| Truist Financial Corp | 7,233 | $265.9K | 0.00% | +384+5.6% | Added |
| Everence Capital Management Inc | 7,140 | $263.0K | 0.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 6,736 | $247.7K | 0.00% | +6,736 | New |
| State of Wisconsin Investment Board | 6,709 | $246.7K | 0.00% | −7,193−51.7% | Reduced |
| Institute for Wealth Management, LLC. | 6,576 | $241.8K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,510 | $239.4K | 0.00% | +6,510 | New |
| IFP Advisors, Inc | 6,493 | $239.3K | 0.01% | +6,493 | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,499 | $238.2K | 0.00% | +6,499 | New |
| Ameritas Investment Partners, Inc. | 6,444 | $236.9K | 0.01% | −303−4.5% | Reduced |
| Paragon Private Wealth Management, LLC | 6,421 | $236.1K | 0.11% | −1,934−23.1% | Reduced |
| EMC Capital Management | 6,102 | $224.0K | 0.13% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 6,063 | $222.9K | 0.00% | −396−6.1% | Reduced |
| Jefferies Financial Group Inc. | 5,741 | $211.1K | 0.00% | +5,741 | New |
| Wealth Alliance | 5,672 | $208.6K | 0.03% | +5,672 | New |
| Bridgefront Capital, LLC | 5,621 | $206.7K | 0.06% | −352−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,361 | $197.1K | 0.00% | −4,784−47.2% | Reduced |
| Shell Asset Management Co | 3,344 | $123.0K | 0.01% | −143−4.1% | Reduced |
| KBC Group NV | 3,188 | $117.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,132 | $115.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,506 | $93.6K | 0.02% | +2,506 | New |
| Huntington National Bank | 2,317 | $85.2K | 0.00% | +31+1.4% | Added |
| Harvest Fund Management Co., Ltd | 2,189 | $80.0K | 0.00% | +2,189 | New |
| Northwestern Mutual Wealth Management Co | 2,175 | $80.0K | 0.00% | −104−4.6% | Reduced |
| CWM, LLC | 2,044 | $75.0K | 0.00% | −171−7.7% | Reduced |
| TD Private Client Wealth LLC | 1,855 | $68.2K | 0.00% | +300+19.3% | Added |
| Johnson Financial Group, Inc. | 1,765 | $64.9K | 0.00% | +100+6.0% | Added |
| Fifth Third Bancorp | 1,699 | $62.5K | 0.00% | +525+44.7% | Added |
| Coldstream Capital Management Inc | 1,627 | $59.8K | 0.00% | +1,627 | New |
| Tower Research Capital LLC (TRC) | 1,555 | $57.2K | 0.00% | −2,896−65.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,522 | $56.0K | 0.00% | +429+39.2% | Added |
| Harbor Investment Advisory, LLC | 1,467 | $53.9K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,066 | $39.1K | 0.00% | −127−10.6% | Reduced |
| Principal Securities, Inc. | 1,077 | $37.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,008 | $37.1K | 0.00% | +111+12.4% | Added |