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 |
|---|---|---|---|---|---|
| Polaris Capital Management, LLC | 64,700 | $2.19M | 0.14% | +10,800+20.0% | Added |
| UBS Group AG | 65,980 | $2.23M | 0.00% | −114,876−63.5% | Reduced |
| Schroder Investment Management Group | 66,779 | $2.30M | 0.00% | +66,779 | New |
| Citadel Advisors LLC | 70,493 | $2.38M | 0.00% | +29,018+70.0% | Added |
| Jane Street Group, LLC | 71,201 | $2.41M | 0.00% | −34,201−32.4% | Reduced |
| Balyasny Asset Management LLC | 71,528 | $2.42M | 0.00% | +25,212+54.4% | Added |
| Great West Life Assurance Co | 70,394 | $2.42M | 0.00% | +1,440+2.1% | Added |
| Alliancebernstein L.P. | 73,105 | $2.47M | 0.00% | −3,260−4.3% | Reduced |
| Stifel Financial Corp | 80,817 | $2.73M | 0.00% | −2,945−3.5% | Reduced |
| Dana Investment Advisors, Inc. | 82,345 | $2.78M | 0.08% | +82,345 | New |
| Bridge City Capital, LLC | 84,089 | $2.84M | 0.76% | +16,579+24.6% | Added |
| Prudential Financial Inc | 93,127 | $3.15M | 0.00% | +7,380+8.6% | Added |
| Marshall Wace, LLP | 99,066 | $3.35M | 0.00% | −16,810−14.5% | Reduced |
| F/M Investments LLC | 101,069 | $3.41M | 0.13% | −707−0.7% | Reduced |
| AXA Investment Managers S.A. | 102,101 | $3.45M | 0.01% | +102,101 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 112,610 | $3.80M | 0.01% | +52,688+87.9% | Added |
| Voloridge Investment Management, LLC | 113,592 | $3.84M | 0.01% | −4,648−3.9% | Reduced |
| Aristides Capital LLC | 118,536 | $4.00M | 1.18% | 00.0% | Unchanged |
| Gabelli Funds LLC | 121,670 | $4.11M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 123,974 | $4.19M | 0.00% | +1,700+1.4% | Added |
| Bank of America Corp | 133,064 | $4.49M | 0.00% | −41,637−23.8% | Reduced |
| Barclays PLC | 133,431 | $4.51M | 0.00% | −34,894−20.7% | Reduced |
| New York State Common Retirement Fund | 134,377 | $4.54M | 0.01% | +4,350+3.3% | Added |
| Raymond James Financial Inc | 141,314 | $4.77M | 0.00% | −2,213−1.5% | Reduced |
| Two Sigma Investments, LP | 158,107 | $5.34M | 0.01% | −69,638−30.6% | Reduced |
| Invesco Ltd. | 160,854 | $5.43M | 0.00% | −14,825−8.4% | Reduced |
| Panagora Asset Management Inc | 168,051 | $5.68M | 0.02% | +98,768+142.6% | Added |
| Legal & General Group Plc | 177,183 | $5.99M | 0.00% | −6,178−3.4% | Reduced |
| Rhumbline Advisers | 177,823 | $6.01M | 0.00% | +2,797+1.6% | Added |
| Alpine Peaks Capital, LP | 190,798 | $6.45M | 5.62% | +24,000+14.4% | Added |
| Heartland Advisors Inc | 200,000 | $6.76M | 0.36% | +90,000+81.8% | Added |
| Goldman Sachs Group Inc | 206,725 | $6.98M | 0.00% | +71,894+53.3% | Added |
| Nicholas Company, Inc. | 215,975 | $7.30M | 0.12% | −1000.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 217,550 | $7.35M | 0.80% | 00.0% | Unchanged |
| Nuveen, LLC | 246,592 | $8.33M | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 247,541 | $8.36M | 0.44% | +132,063+114.4% | Added |
| Public Sector Pension Investment Board | 249,603 | $8.43M | 0.03% | −6,930−2.7% | Reduced |
| Renaissance Technologies LLC | 276,826 | $9.35M | 0.01% | −4,300−1.5% | Reduced |
| Envestnet Asset Management Inc | 284,937 | $9.63M | 0.00% | −33,985−10.7% | Reduced |
| Palisade Capital Management LLC | 302,753 | $10.2M | 0.28% | −3,637−1.2% | Reduced |
| Pathstone Holdings, LLC | 323,949 | $10.9M | 0.04% | +4,901+1.5% | Added |
| Qube Research & Technologies Ltd | 340,388 | $11.5M | 0.02% | +132,351+63.6% | Added |
| Principal Financial Group Inc | 349,945 | $11.8M | 0.01% | +34,304+10.9% | Added |
| Clark Capital Management Group, Inc. | 362,723 | $12.3M | 0.08% | +111,322+44.3% | Added |
| JPMorgan Chase & Co | 384,087 | $13.0M | 0.00% | +1730.0% | Added |
| Natixis Advisors, L.P. | 395,726 | $13.4M | 0.02% | −162,561−29.1% | Reduced |
| Clifford Capital Partners LLC | 436,707 | $14.8M | 2.55% | +1,276+0.3% | Added |
| D. E. Shaw & Co., Inc. | 438,803 | $14.8M | 0.01% | +6,583+1.5% | Added |
| Morgan Stanley | 486,953 | $16.4M | 0.00% | −169,619−25.8% | Reduced |
| Wells Fargo & Company | 496,327 | $16.8M | 0.00% | +121,294+32.3% | Added |
| Bank of New York Mellon Corp | 496,927 | $16.8M | 0.00% | −13,276−2.6% | Reduced |
| Boston Partners | 526,864 | $17.7M | 0.02% | +163,398+45.0% | Added |
| Price T Rowe Associates Inc | 644,627 | $21.8M | 0.00% | +3,529+0.6% | Added |
| Charles Schwab Investment Management Inc | 655,381 | $22.1M | 0.00% | +16,346+2.6% | Added |
| Millennium Management LLC | 686,281 | $23.2M | 0.02% | +603,753+731.6% | Added |
| Northern Trust Corp | 771,155 | $26.0M | 0.00% | −39,090−4.8% | Reduced |
| North Star Asset Management Inc | 805,116 | $27.2M | 1.10% | −8,390−1.0% | Reduced |
| Ameriprise Financial Inc | 850,783 | $28.7M | 0.01% | −7,056−0.8% | Reduced |
| Loomis Sayles & Co L P | 1,161,573 | $39.2M | 0.05% | −29,988−2.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,177,788 | $39.8M | 0.14% | +24,495+2.1% | Added |
| Victory Capital Management Inc | 1,506,326 | $50.9M | 0.03% | −289,834−16.1% | Reduced |
| Dimensional Fund Advisors LP | 1,512,790 | $51.1M | 0.01% | −24,017−1.6% | Reduced |
| Geode Capital Management, LLC | 1,543,659 | $52.2M | 0.00% | +66,881+4.5% | Added |
| River Road Asset Management, LLC | 1,816,598 | $61.4M | 0.69% | −32,615−1.8% | Reduced |
| State Street Corp | 2,455,689 | $83.0M | 0.00% | +6,645+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,367,415 | $113.8M | 0.28% | −68,289−2.0% | Reduced |
| American Century Companies Inc | 4,894,013 | $165.3M | 0.08% | +335,639+7.4% | Added |
| Vanguard Group Inc | 7,167,171 | $242.1M | 0.00% | +1,2490.0% | Added |
| BlackRock, Inc. | 9,210,248 | $311.1M | 0.01% | −213,853−2.3% | Reduced |
| FMR LLC | 9,597,237 | $324.2M | 0.02% | +55,126+0.6% | Added |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −292,483−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −256,565−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −94,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −81,703−100.0% | Sold out |
| Sapience Investments, LLC | 0 | $0 | 0.00% | −53,625−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,432−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −40,523−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −36,199−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,906−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −21,553−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −14,866−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,196−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −11,364−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −9,797−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −6,621−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −5,773−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −963−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −715−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |