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, Q3 2025
Institutional positions in EVERTEC, Inc. as of Sep 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
- 270
- +8 vs. Q2 2025
- Shares held
- 63.5M
- −387.9K (−0.6%) vs. Q2 2025
- Total value
- $2.14B
- −$158.4M (−6.9%) vs. Q2 2025
- New holders
- 46
- 82 more added
- Sold out
- 38
- 107 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,597,237 | $324.2M | 0.02% | +55,126+0.6% | Added |
| BlackRock, Inc. | 9,210,248 | $311.1M | 0.01% | −213,853−2.3% | Reduced |
| Vanguard Group Inc | 7,167,171 | $242.1M | 0.00% | +1,2490.0% | Added |
| American Century Companies Inc | 4,894,013 | $165.3M | 0.08% | +335,639+7.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,367,415 | $113.8M | 0.28% | −68,289−2.0% | Reduced |
| State Street Corp | 2,455,689 | $83.0M | 0.00% | +6,645+0.3% | Added |
| River Road Asset Management, LLC | 1,816,598 | $61.4M | 0.69% | −32,615−1.8% | Reduced |
| Geode Capital Management, LLC | 1,543,659 | $52.2M | 0.00% | +66,881+4.5% | Added |
| Dimensional Fund Advisors LP | 1,512,790 | $51.1M | 0.01% | −24,017−1.6% | Reduced |
| Victory Capital Management Inc | 1,506,326 | $50.9M | 0.03% | −289,834−16.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,177,788 | $39.8M | 0.14% | +24,495+2.1% | Added |
| Loomis Sayles & Co L P | 1,161,573 | $39.2M | 0.05% | −29,988−2.5% | Reduced |
| Ameriprise Financial Inc | 850,783 | $28.7M | 0.01% | −7,056−0.8% | Reduced |
| North Star Asset Management Inc | 805,116 | $27.2M | 1.10% | −8,390−1.0% | Reduced |
| Northern Trust Corp | 771,155 | $26.0M | 0.00% | −39,090−4.8% | Reduced |
| Millennium Management LLC | 686,281 | $23.2M | 0.02% | +603,753+731.6% | Added |
| Charles Schwab Investment Management Inc | 655,381 | $22.1M | 0.00% | +16,346+2.6% | Added |
| Price T Rowe Associates Inc | 644,627 | $21.8M | 0.00% | +3,529+0.6% | Added |
| Boston Partners | 526,864 | $17.7M | 0.02% | +163,398+45.0% | Added |
| Bank of New York Mellon Corp | 496,927 | $16.8M | 0.00% | −13,276−2.6% | Reduced |
| Wells Fargo & Company | 496,327 | $16.8M | 0.00% | +121,294+32.3% | Added |
| Morgan Stanley | 486,953 | $16.4M | 0.00% | −169,619−25.8% | Reduced |
| D. E. Shaw & Co., Inc. | 438,803 | $14.8M | 0.01% | +6,583+1.5% | Added |
| Clifford Capital Partners LLC | 436,707 | $14.8M | 2.55% | +1,276+0.3% | Added |
| Natixis Advisors, L.P. | 395,726 | $13.4M | 0.02% | −162,561−29.1% | Reduced |
| JPMorgan Chase & Co | 384,087 | $13.0M | 0.00% | +1730.0% | Added |
| Clark Capital Management Group, Inc. | 362,723 | $12.3M | 0.08% | +111,322+44.3% | Added |
| Principal Financial Group Inc | 349,945 | $11.8M | 0.01% | +34,304+10.9% | Added |
| Qube Research & Technologies Ltd | 340,388 | $11.5M | 0.02% | +132,351+63.6% | Added |
| Pathstone Holdings, LLC | 323,949 | $10.9M | 0.04% | +4,901+1.5% | Added |
| Palisade Capital Management LLC | 302,753 | $10.2M | 0.28% | −3,637−1.2% | Reduced |
| Envestnet Asset Management Inc | 284,937 | $9.63M | 0.00% | −33,985−10.7% | Reduced |
| Renaissance Technologies LLC | 276,826 | $9.35M | 0.01% | −4,300−1.5% | Reduced |
| Public Sector Pension Investment Board | 249,603 | $8.43M | 0.03% | −6,930−2.7% | Reduced |
| Invenomic Capital Management LP | 247,541 | $8.36M | 0.44% | +132,063+114.4% | Added |
| Nuveen, LLC | 246,592 | $8.33M | 0.00% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.35M | 0.80% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 215,975 | $7.30M | 0.12% | −1000.0% | Reduced |
| Goldman Sachs Group Inc | 206,725 | $6.98M | 0.00% | +71,894+53.3% | Added |
| Heartland Advisors Inc | 200,000 | $6.76M | 0.36% | +90,000+81.8% | Added |
| Alpine Peaks Capital, LP | 190,798 | $6.45M | 5.62% | +24,000+14.4% | Added |
| Rhumbline Advisers | 177,823 | $6.01M | 0.00% | +2,797+1.6% | Added |
| Legal & General Group Plc | 177,183 | $5.99M | 0.00% | −6,178−3.4% | Reduced |
| Panagora Asset Management Inc | 168,051 | $5.68M | 0.02% | +98,768+142.6% | Added |
| Invesco Ltd. | 160,854 | $5.43M | 0.00% | −14,825−8.4% | Reduced |
| Two Sigma Investments, LP | 158,107 | $5.34M | 0.01% | −69,638−30.6% | Reduced |
| Raymond James Financial Inc | 141,314 | $4.77M | 0.00% | −2,213−1.5% | Reduced |
| New York State Common Retirement Fund | 134,377 | $4.54M | 0.01% | +4,350+3.3% | Added |
| Barclays PLC | 133,431 | $4.51M | 0.00% | −34,894−20.7% | Reduced |
| Bank of America Corp | 133,064 | $4.49M | 0.00% | −41,637−23.8% | Reduced |
| Swiss National Bank | 123,974 | $4.19M | 0.00% | +1,700+1.4% | Added |
| Gabelli Funds LLC | 121,670 | $4.11M | 0.03% | 00.0% | Unchanged |
| Aristides Capital LLC | 118,536 | $4.00M | 1.18% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 113,592 | $3.84M | 0.01% | −4,648−3.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 112,610 | $3.80M | 0.01% | +52,688+87.9% | Added |
| AXA Investment Managers S.A. | 102,101 | $3.45M | 0.01% | +102,101 | New |
| F/M Investments LLC | 101,069 | $3.41M | 0.13% | −707−0.7% | Reduced |
| Marshall Wace, LLP | 99,066 | $3.35M | 0.00% | −16,810−14.5% | Reduced |
| Prudential Financial Inc | 93,127 | $3.15M | 0.00% | +7,380+8.6% | Added |
| Bridge City Capital, LLC | 84,089 | $2.84M | 0.76% | +16,579+24.6% | Added |
| Dana Investment Advisors, Inc. | 82,345 | $2.78M | 0.08% | +82,345 | New |
| Stifel Financial Corp | 80,817 | $2.73M | 0.00% | −2,945−3.5% | Reduced |
| Alliancebernstein L.P. | 73,105 | $2.47M | 0.00% | −3,260−4.3% | Reduced |
| Great West Life Assurance Co | 70,394 | $2.42M | 0.00% | +1,440+2.1% | Added |
| Balyasny Asset Management LLC | 71,528 | $2.42M | 0.00% | +25,212+54.4% | Added |
| Jane Street Group, LLC | 71,201 | $2.41M | 0.00% | −34,201−32.4% | Reduced |
| Citadel Advisors LLC | 70,493 | $2.38M | 0.00% | +29,018+70.0% | Added |
| Schroder Investment Management Group | 66,779 | $2.30M | 0.00% | +66,779 | New |
| UBS Group AG | 65,980 | $2.23M | 0.00% | −114,876−63.5% | Reduced |
| Polaris Capital Management, LLC | 64,700 | $2.19M | 0.14% | +10,800+20.0% | Added |
| Willis Investment Counsel | 63,556 | $2.15M | 0.12% | +1,523+2.5% | Added |
| State of New Jersey Common Pension Fund D | 59,415 | $2.01M | 0.01% | +8,607+16.9% | Added |
| California State Teachers Retirement System | 59,162 | $2.00M | 0.00% | +30.0% | Added |
| Tudor Investment Corp Et Al | 58,353 | $1.97M | 0.01% | −68,275−53.9% | Reduced |
| Jennison Associates LLC | 56,063 | $1.89M | 0.00% | +24,382+77.0% | Added |
| Creative Planning | 53,235 | $1.80M | 0.00% | +1,738+3.4% | Added |
| Deutsche Bank AG | 50,814 | $1.72M | 0.00% | +6,054+13.5% | Added |
| Cubist Systematic Strategies, LLC | 50,577 | $1.71M | 0.02% | +18,927+59.8% | Added |
| Great Lakes Advisors, LLC | 50,149 | $1.69M | 0.01% | −51,029−50.4% | Reduced |
| New York State Teachers Retirement System | 49,238 | $1.66M | 0.00% | −139−0.3% | Reduced |
| Penserra Capital Management LLC | 48,558 | $1.64M | 0.02% | −11,950−19.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 46,378 | $1.57M | 0.45% | −170.0% | Reduced |
| Thrivent Financial for Lutherans | 46,159 | $1.56M | 0.00% | +46,159 | New |
| New Age Alpha Advisors, LLC | 44,492 | $1.50M | 0.06% | −1,107−2.4% | Reduced |
| AQR Capital Management LLC | 44,272 | $1.50M | 0.00% | +27,107+157.9% | Added |
| Teacher Retirement System of Texas | 42,672 | $1.44M | 0.01% | +11,561+37.2% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.42M | 0.31% | +42,000 | New |
| QSV Equity Investors LLC | 41,869 | $1.41M | 1.45% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 40,662 | $1.37M | 0.00% | +3,086+8.2% | Added |
| First Trust Advisors LP | 40,393 | $1.36M | 0.00% | +779+2.0% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 40,000 | $1.35M | 0.65% | 00.0% | Unchanged |
| Davenport & Co LLC | 39,713 | $1.34M | 0.01% | −3,437−8.0% | Reduced |
| MetLife Investment Management | 38,424 | $1.30M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 37,396 | $1.26M | 0.00% | −258−0.7% | Reduced |
| Lazard Asset Management LLC | 36,524 | $1.23M | 0.00% | +2,926+8.7% | Added |
| Illinois Municipal Retirement Fund | 35,479 | $1.20M | 0.02% | +2,463+7.5% | Added |
| Arrowstreet Capital, Limited Partnership | 34,772 | $1.17M | 0.00% | −1,775−4.9% | Reduced |
| State of Alaska, Department of Revenue | 34,777 | $1.17M | 0.01% | −3,117−8.2% | Reduced |
| LPL Financial LLC | 34,697 | $1.17M | 0.00% | +6,613+23.5% | Added |
| Royal Bank of Canada | 34,595 | $1.17M | 0.00% | −5,336−13.4% | Reduced |