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, Q2 2025
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 266
- +15 vs. Q1 2025
- Shares held
- 63.9M
- +492.6K (+0.8%) vs. Q1 2025
- Total value
- $2.31B
- −$27.6M (−1.2%) vs. Q1 2025
- New holders
- 39
- 93 more added
- Sold out
- 24
- 99 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,542,111 | $344.0M | 0.02% | +11,319+0.1% | Added |
| BlackRock, Inc. | 9,424,101 | $339.7M | 0.01% | −72,041−0.8% | Reduced |
| Vanguard Group Inc | 7,165,922 | $258.3M | 0.00% | +32,400+0.5% | Added |
| American Century Companies Inc | 4,558,374 | $164.3M | 0.09% | +46,147+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,435,704 | $123.9M | 0.30% | −38,249−1.1% | Reduced |
| State Street Corp | 2,449,044 | $88.3M | 0.00% | −1,653−0.1% | Reduced |
| River Road Asset Management, LLC | 1,849,213 | $66.8M | 0.85% | −25,394−1.4% | Reduced |
| Victory Capital Management Inc | 1,796,160 | $64.8M | 0.04% | −171,462−8.7% | Reduced |
| Dimensional Fund Advisors LP | 1,536,807 | $55.4M | 0.01% | −17,582−1.1% | Reduced |
| Geode Capital Management, LLC | 1,476,778 | $53.2M | 0.00% | +9,506+0.6% | Added |
| Loomis Sayles & Co L P | 1,191,561 | $43.0M | 0.05% | −28,736−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,153,293 | $41.6M | 0.15% | −2,101−0.2% | Reduced |
| Ameriprise Financial Inc | 857,839 | $30.9M | 0.01% | −13,212−1.5% | Reduced |
| North Star Asset Management Inc | 813,506 | $29.3M | 1.24% | −2,310−0.3% | Reduced |
| Northern Trust Corp | 810,245 | $29.2M | 0.00% | −97,415−10.7% | Reduced |
| Morgan Stanley | 656,572 | $23.7M | 0.00% | −34,396−5.0% | Reduced |
| Price T Rowe Associates Inc | 641,098 | $23.1M | 0.00% | +9,221+1.5% | Added |
| Charles Schwab Investment Management Inc | 639,035 | $23.0M | 0.00% | +58,535+10.1% | Added |
| Natixis Advisors, L.P. | 558,287 | $20.1M | 0.03% | −9,429−1.7% | Reduced |
| Bank of New York Mellon Corp | 510,203 | $18.4M | 0.00% | −7,047−1.4% | Reduced |
| Clifford Capital Partners LLC | 435,431 | $15.7M | 2.99% | +12,880+3.0% | Added |
| D. E. Shaw & Co., Inc. | 432,220 | $15.6M | 0.02% | +37,700+9.6% | Added |
| JPMorgan Chase & Co | 383,914 | $13.8M | 0.00% | −21,935−5.4% | Reduced |
| Wells Fargo & Company | 375,033 | $13.5M | 0.00% | −192−0.1% | Reduced |
| Boston Partners | 363,466 | $13.0M | 0.01% | +363,466 | New |
| Pathstone Holdings, LLC | 319,048 | $11.5M | 0.05% | −6,864−2.1% | Reduced |
| Envestnet Asset Management Inc | 318,922 | $11.5M | 0.00% | −13,199−4.0% | Reduced |
| Principal Financial Group Inc | 315,641 | $11.4M | 0.01% | −2,008−0.6% | Reduced |
| Palisade Capital Management LLC | 306,390 | $11.0M | 0.31% | −8,681−2.8% | Reduced |
| DF Dent & Co Inc | 292,483 | $10.5M | 0.13% | −140,675−32.5% | Reduced |
| Globeflex Capital L P | 289,207 | $10.4M | 0.86% | +286,075+9,133.9% | Added |
| Renaissance Technologies LLC | 281,126 | $10.1M | 0.01% | +40,200+16.7% | Added |
| UBS Asset Management Americas Inc | 256,565 | $9.25M | 0.00% | +169,844+195.9% | Added |
| Public Sector Pension Investment Board | 256,533 | $9.25M | 0.04% | +54,825+27.2% | Added |
| Clark Capital Management Group, Inc. | 251,401 | $9.06M | 0.06% | +21,318+9.3% | Added |
| Nuveen, LLC | 246,592 | $8.89M | 0.00% | +50,892+26.0% | Added |
| Two Sigma Investments, LP | 227,745 | $8.21M | 0.01% | +10,685+4.9% | Added |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.84M | 0.87% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 216,075 | $7.79M | 0.13% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 208,037 | $7.50M | 0.01% | +168,225+422.5% | Added |
| Legal & General Group Plc | 183,361 | $6.61M | 0.00% | +10,711+6.2% | Added |
| UBS Group AG | 180,856 | $6.52M | 0.00% | +97,070+115.9% | Added |
| Invesco Ltd. | 175,679 | $6.33M | 0.00% | +48,095+37.7% | Added |
| Rhumbline Advisers | 175,026 | $6.31M | 0.01% | +1,503+0.9% | Added |
| Bank of America Corp | 174,701 | $6.30M | 0.00% | −49,042−21.9% | Reduced |
| Barclays PLC | 168,325 | $6.07M | 0.00% | +81,232+93.3% | Added |
| Alpine Peaks Capital, LP | 166,798 | $6.01M | 5.31% | 00.0% | Unchanged |
| Raymond James Financial Inc | 143,527 | $5.17M | 0.00% | −3,581−2.4% | Reduced |
| Goldman Sachs Group Inc | 134,831 | $4.86M | 0.00% | −101,853−43.0% | Reduced |
| New York State Common Retirement Fund | 130,027 | $4.69M | 0.01% | +1,123+0.9% | Added |
| Tudor Investment Corp Et Al | 126,628 | $4.56M | 0.03% | +126,628 | New |
| Amundi | 121,996 | $4.55M | 0.00% | +86,681+245.5% | Added |
| Swiss National Bank | 122,274 | $4.41M | 0.00% | −1,000−0.8% | Reduced |
| Gabelli Funds LLC | 121,670 | $4.39M | 0.03% | +121,670 | New |
| Aristides Capital LLC | 118,536 | $4.27M | 1.36% | +30,192+34.2% | Added |
| Voloridge Investment Management, LLC | 118,240 | $4.26M | 0.02% | −93,385−44.1% | Reduced |
| Marshall Wace, LLP | 115,876 | $4.18M | 0.00% | +86,990+301.1% | Added |
| Janus Henderson Group PLC | 115,761 | $4.17M | 0.00% | +88,499+324.6% | Added |
| Invenomic Capital Management LP | 115,478 | $4.16M | 0.24% | −175,030−60.2% | Reduced |
| Heartland Advisors Inc | 110,000 | $3.97M | 0.22% | 00.0% | Unchanged |
| Jane Street Group, LLC | 105,402 | $3.80M | 0.01% | −28,312−21.2% | Reduced |
| F/M Investments LLC | 101,776 | $3.67M | 0.13% | +31,605+45.0% | Added |
| Great Lakes Advisors, LLC | 101,178 | $3.65M | 0.03% | +101,178 | New |
| Lombard Odier Asset Management (Europe) Ltd | 94,000 | $3.39M | 0.24% | +62,500+198.4% | Added |
| Prudential Financial Inc | 85,747 | $3.09M | 0.00% | +23,590+38.0% | Added |
| Stifel Financial Corp | 83,762 | $3.02M | 0.00% | +928+1.1% | Added |
| Millennium Management LLC | 82,528 | $2.98M | 0.00% | −921−1.1% | Reduced |
| Susquehanna International Group, LLP | 81,703 | $2.95M | 0.00% | +3,854+5.0% | Added |
| Alliancebernstein L.P. | 76,365 | $2.75M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 69,283 | $2.50M | 0.01% | +69,283 | New |
| Great West Life Assurance Co | 68,954 | $2.49M | 0.00% | −516−0.7% | Reduced |
| Bridge City Capital, LLC | 67,510 | $2.43M | 0.68% | −975−1.4% | Reduced |
| Two Sigma Advisers, LP | 67,500 | $2.43M | 0.00% | −43,100−39.0% | Reduced |
| Citigroup Inc | 66,646 | $2.40M | 0.00% | −30,005−31.0% | Reduced |
| Willis Investment Counsel | 62,033 | $2.24M | 0.13% | +24,011+63.2% | Added |
| Penserra Capital Management LLC | 60,508 | $2.18M | 0.03% | −1,273−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,922 | $2.16M | 0.01% | +59,922 | New |
| California State Teachers Retirement System | 59,159 | $2.13M | 0.00% | +417+0.7% | Added |
| Norges Bank | 58,572 | $2.11M | 0.00% | −56,133−48.9% | Reduced |
| Polaris Capital Management, LLC | 53,900 | $1.94M | 0.13% | 00.0% | Unchanged |
| Sapience Investments, LLC | 53,625 | $1.93M | 1.29% | −1,931−3.5% | Reduced |
| Trexquant Investment LP | 53,432 | $1.93M | 0.02% | +43,101+417.2% | Added |
| Creative Planning | 51,497 | $1.86M | 0.00% | +6,646+14.8% | Added |
| State of New Jersey Common Pension Fund D | 50,808 | $1.83M | 0.01% | −7,814−13.3% | Reduced |
| New York State Teachers Retirement System | 49,377 | $1.78M | 0.00% | +7,633+18.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,163 | $1.74M | 0.00% | −38,600−44.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 46,395 | $1.67M | 0.45% | +46,395 | New |
| Balyasny Asset Management LLC | 46,316 | $1.67M | 0.00% | +32,318+230.9% | Added |
| New Age Alpha Advisors, LLC | 45,599 | $1.64M | 0.07% | +45,599 | New |
| Deutsche Bank AG | 44,760 | $1.61M | 0.00% | −8,367−15.7% | Reduced |
| Davenport & Co LLC | 43,150 | $1.56M | 0.01% | −468−1.1% | Reduced |
| QSV Equity Investors LLC | 41,869 | $1.51M | 1.57% | −340−0.8% | Reduced |
| Citadel Advisors LLC | 41,475 | $1.50M | 0.00% | −40,922−49.7% | Reduced |
| Algert Global LLC | 40,523 | $1.46M | 0.03% | −12,680−23.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.44M | 0.75% | 00.0% | Unchanged |
| Royal Bank of Canada | 39,931 | $1.44M | 0.00% | +2,145+5.7% | Added |
| First Trust Advisors LP | 39,614 | $1.43M | 0.00% | −10,928−21.6% | Reduced |
| Intech Investment Management LLC | 38,838 | $1.40M | 0.01% | −42,527−52.3% | Reduced |
| MetLife Investment Management | 38,424 | $1.39M | 0.01% | +1,641+4.5% | Added |
| State of Alaska, Department of Revenue | 37,894 | $1.36M | 0.01% | +2,646+7.5% | Added |