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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 83,762 | $3.02M | 0.00% | +928+1.1% | Added |
| Prudential Financial Inc | 85,747 | $3.09M | 0.00% | +23,590+38.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 94,000 | $3.39M | 0.24% | +62,500+198.4% | Added |
| Great Lakes Advisors, LLC | 101,178 | $3.65M | 0.03% | +101,178 | New |
| F/M Investments LLC | 101,776 | $3.67M | 0.13% | +31,605+45.0% | Added |
| Jane Street Group, LLC | 105,402 | $3.80M | 0.01% | −28,312−21.2% | Reduced |
| Heartland Advisors Inc | 110,000 | $3.97M | 0.22% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 115,478 | $4.16M | 0.24% | −175,030−60.2% | Reduced |
| Janus Henderson Group PLC | 115,761 | $4.17M | 0.00% | +88,499+324.6% | Added |
| Marshall Wace, LLP | 115,876 | $4.18M | 0.00% | +86,990+301.1% | Added |
| Voloridge Investment Management, LLC | 118,240 | $4.26M | 0.02% | −93,385−44.1% | Reduced |
| Aristides Capital LLC | 118,536 | $4.27M | 1.36% | +30,192+34.2% | Added |
| Gabelli Funds LLC | 121,670 | $4.39M | 0.03% | +121,670 | New |
| Swiss National Bank | 122,274 | $4.41M | 0.00% | −1,000−0.8% | Reduced |
| Amundi | 121,996 | $4.55M | 0.00% | +86,681+245.5% | Added |
| Tudor Investment Corp Et Al | 126,628 | $4.56M | 0.03% | +126,628 | New |
| New York State Common Retirement Fund | 130,027 | $4.69M | 0.01% | +1,123+0.9% | Added |
| Goldman Sachs Group Inc | 134,831 | $4.86M | 0.00% | −101,853−43.0% | Reduced |
| Raymond James Financial Inc | 143,527 | $5.17M | 0.00% | −3,581−2.4% | Reduced |
| Alpine Peaks Capital, LP | 166,798 | $6.01M | 5.31% | 00.0% | Unchanged |
| Barclays PLC | 168,325 | $6.07M | 0.00% | +81,232+93.3% | Added |
| Bank of America Corp | 174,701 | $6.30M | 0.00% | −49,042−21.9% | Reduced |
| Rhumbline Advisers | 175,026 | $6.31M | 0.01% | +1,503+0.9% | Added |
| Invesco Ltd. | 175,679 | $6.33M | 0.00% | +48,095+37.7% | Added |
| UBS Group AG | 180,856 | $6.52M | 0.00% | +97,070+115.9% | Added |
| Legal & General Group Plc | 183,361 | $6.61M | 0.00% | +10,711+6.2% | Added |
| Qube Research & Technologies Ltd | 208,037 | $7.50M | 0.01% | +168,225+422.5% | Added |
| Nicholas Company, Inc. | 216,075 | $7.79M | 0.13% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.84M | 0.87% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 227,745 | $8.21M | 0.01% | +10,685+4.9% | Added |
| Nuveen, LLC | 246,592 | $8.89M | 0.00% | +50,892+26.0% | Added |
| Clark Capital Management Group, Inc. | 251,401 | $9.06M | 0.06% | +21,318+9.3% | Added |
| Public Sector Pension Investment Board | 256,533 | $9.25M | 0.04% | +54,825+27.2% | Added |
| UBS Asset Management Americas Inc | 256,565 | $9.25M | 0.00% | +169,844+195.9% | Added |
| Renaissance Technologies LLC | 281,126 | $10.1M | 0.01% | +40,200+16.7% | Added |
| Globeflex Capital L P | 289,207 | $10.4M | 0.86% | +286,075+9,133.9% | Added |
| DF Dent & Co Inc | 292,483 | $10.5M | 0.13% | −140,675−32.5% | Reduced |
| Palisade Capital Management LLC | 306,390 | $11.0M | 0.31% | −8,681−2.8% | Reduced |
| Principal Financial Group Inc | 315,641 | $11.4M | 0.01% | −2,008−0.6% | Reduced |
| Envestnet Asset Management Inc | 318,922 | $11.5M | 0.00% | −13,199−4.0% | Reduced |
| Pathstone Holdings, LLC | 319,048 | $11.5M | 0.05% | −6,864−2.1% | Reduced |
| Boston Partners | 363,466 | $13.0M | 0.01% | +363,466 | New |
| Wells Fargo & Company | 375,033 | $13.5M | 0.00% | −192−0.1% | Reduced |
| JPMorgan Chase & Co | 383,914 | $13.8M | 0.00% | −21,935−5.4% | Reduced |
| D. E. Shaw & Co., Inc. | 432,220 | $15.6M | 0.02% | +37,700+9.6% | Added |
| Clifford Capital Partners LLC | 435,431 | $15.7M | 2.99% | +12,880+3.0% | Added |
| Bank of New York Mellon Corp | 510,203 | $18.4M | 0.00% | −7,047−1.4% | Reduced |
| Natixis Advisors, L.P. | 558,287 | $20.1M | 0.03% | −9,429−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 639,035 | $23.0M | 0.00% | +58,535+10.1% | Added |
| Price T Rowe Associates Inc | 641,098 | $23.1M | 0.00% | +9,221+1.5% | Added |
| Morgan Stanley | 656,572 | $23.7M | 0.00% | −34,396−5.0% | Reduced |
| Northern Trust Corp | 810,245 | $29.2M | 0.00% | −97,415−10.7% | Reduced |
| North Star Asset Management Inc | 813,506 | $29.3M | 1.24% | −2,310−0.3% | Reduced |
| Ameriprise Financial Inc | 857,839 | $30.9M | 0.01% | −13,212−1.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,153,293 | $41.6M | 0.15% | −2,101−0.2% | Reduced |
| Loomis Sayles & Co L P | 1,191,561 | $43.0M | 0.05% | −28,736−2.4% | Reduced |
| Geode Capital Management, LLC | 1,476,778 | $53.2M | 0.00% | +9,506+0.6% | Added |
| Dimensional Fund Advisors LP | 1,536,807 | $55.4M | 0.01% | −17,582−1.1% | Reduced |
| Victory Capital Management Inc | 1,796,160 | $64.8M | 0.04% | −171,462−8.7% | Reduced |
| River Road Asset Management, LLC | 1,849,213 | $66.8M | 0.85% | −25,394−1.4% | Reduced |
| State Street Corp | 2,449,044 | $88.3M | 0.00% | −1,653−0.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,435,704 | $123.9M | 0.30% | −38,249−1.1% | Reduced |
| American Century Companies Inc | 4,558,374 | $164.3M | 0.09% | +46,147+1.0% | Added |
| Vanguard Group Inc | 7,165,922 | $258.3M | 0.00% | +32,400+0.5% | Added |
| BlackRock, Inc. | 9,424,101 | $339.7M | 0.01% | −72,041−0.8% | Reduced |
| FMR LLC | 9,542,111 | $344.0M | 0.02% | +11,319+0.1% | Added |
| Zacks Investment Management | 0 | $0 | 0.00% | −39,488−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −33,258−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,756−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,872−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,229−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,421−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,063−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,741−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,506−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Redwood Investments, LLC | – | – | – | – | Not filed |