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, Q4 2025
Institutional positions in EVERTEC, Inc. as of Dec 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
- 268
- +5 vs. Q3 2025
- Shares held
- 61.5M
- −1.84M (−2.9%) vs. Q3 2025
- Total value
- $1.79B
- −$350.3M (−16.4%) vs. Q3 2025
- New holders
- 42
- 94 more added
- Sold out
- 37
- 101 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 9,597,558 | $279.2M | 0.01% | +3210.0% | Added |
| BlackRock, Inc. | 9,282,209 | $270.0M | 0.00% | +71,961+0.8% | Added |
| Vanguard Group Inc | 7,108,287 | $206.8M | 0.00% | −58,884−0.8% | Reduced |
| American Century Companies Inc | 5,226,583 | $152.0M | 0.08% | +332,570+6.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,869,144 | $83.5M | 0.22% | −498,271−14.8% | Reduced |
| State Street Corp | 2,431,777 | $70.7M | 0.00% | −23,912−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,574,381 | $45.8M | 0.01% | +61,591+4.1% | Added |
| Geode Capital Management, LLC | 1,544,727 | $44.9M | 0.00% | +1,068+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,167,810 | $34.0M | 0.11% | −9,978−0.8% | Reduced |
| Loomis Sayles & Co L P | 1,109,726 | $32.3M | 0.04% | −51,847−4.5% | Reduced |
| River Road Asset Management, LLC | 980,239 | $28.5M | 0.31% | −836,359−46.0% | Reduced |
| Millennium Management LLC | 848,588 | $24.7M | 0.02% | +162,307+23.7% | Added |
| North Star Asset Management Inc | 808,974 | $23.5M | 0.95% | +3,858+0.5% | Added |
| Northern Trust Corp | 718,334 | $20.9M | 0.00% | −52,821−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 708,704 | $20.6M | 0.00% | +53,323+8.1% | Added |
| D. E. Shaw & Co., Inc. | 694,723 | $20.2M | 0.02% | +255,920+58.3% | Added |
| Price T Rowe Associates Inc | 652,513 | $19.0M | 0.00% | +7,886+1.2% | Added |
| Ameriprise Financial Inc | 601,323 | $17.5M | 0.00% | −249,460−29.3% | Reduced |
| Morgan Stanley | 539,746 | $15.7M | 0.00% | +52,793+10.8% | Added |
| Clark Capital Management Group, Inc. | 525,235 | $15.3M | 0.09% | +162,512+44.8% | Added |
| Boston Partners | 496,586 | $14.5M | 0.01% | −30,278−5.7% | Reduced |
| Bank of New York Mellon Corp | 464,225 | $13.5M | 0.00% | −32,702−6.6% | Reduced |
| Wells Fargo & Company | 450,030 | $13.1M | 0.00% | −46,297−9.3% | Reduced |
| Clifford Capital Partners LLC | 434,427 | $12.6M | 2.15% | −2,280−0.5% | Reduced |
| Qube Research & Technologies Ltd | 396,612 | $11.5M | 0.02% | +56,224+16.5% | Added |
| Principal Financial Group Inc | 367,157 | $10.7M | 0.01% | +17,212+4.9% | Added |
| Natixis Advisors, L.P. | 353,606 | $10.3M | 0.01% | −42,120−10.6% | Reduced |
| JPMorgan Chase & Co | 326,944 | $9.51M | 0.00% | −57,143−14.9% | Reduced |
| Voloridge Investment Management, LLC | 285,693 | $8.31M | 0.03% | +172,101+151.5% | Added |
| Palisade Capital Management LLC | 265,052 | $7.71M | 0.23% | −37,701−12.5% | Reduced |
| Nuveen, LLC | 264,311 | $7.69M | 0.00% | +17,719+7.2% | Added |
| Heartland Advisors Inc | 237,500 | $6.91M | 0.37% | +37,500+18.8% | Added |
| Panagora Asset Management Inc | 236,735 | $6.89M | 0.02% | +68,684+40.9% | Added |
| Pathstone Holdings, LLC | 227,221 | $6.61M | 0.03% | −96,728−29.9% | Reduced |
| Public Sector Pension Investment Board | 221,413 | $6.44M | 0.02% | −28,190−11.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 217,550 | $6.33M | 0.69% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 216,615 | $6.30M | 0.00% | +9,890+4.8% | Added |
| Nicholas Company, Inc. | 216,145 | $6.29M | 0.11% | +170+0.1% | Added |
| Citadel Advisors LLC | 193,825 | $5.64M | 0.00% | +123,332+175.0% | Added |
| Envestnet Asset Management Inc | 185,264 | $5.39M | 0.00% | −99,673−35.0% | Reduced |
| Alpine Peaks Capital, LP | 179,704 | $5.23M | 4.99% | −11,094−5.8% | Reduced |
| Point72 Asset Management, L.P. | 174,044 | $5.06M | 0.01% | +170,444+4,734.6% | Added |
| Legal & General Group Plc | 173,654 | $5.05M | 0.00% | −3,529−2.0% | Reduced |
| Rhumbline Advisers | 163,357 | $4.75M | 0.00% | −14,466−8.1% | Reduced |
| Invesco Ltd. | 160,777 | $4.68M | 0.00% | −770.0% | Reduced |
| Bank of America Corp | 151,257 | $4.40M | 0.00% | +18,193+13.7% | Added |
| Barclays PLC | 147,138 | $4.28M | 0.00% | +13,707+10.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,793 | $4.27M | 0.01% | +34,183+30.4% | Added |
| Jane Street Group, LLC | 143,893 | $4.19M | 0.00% | +72,692+102.1% | Added |
| New York State Common Retirement Fund | 134,377 | $3.91M | 0.01% | 00.0% | Unchanged |
| Aristides Capital LLC | 134,216 | $3.90M | 1.35% | +15,680+13.2% | Added |
| Renaissance Technologies LLC | 130,938 | $3.81M | 0.01% | −145,888−52.7% | Reduced |
| Dana Investment Advisors, Inc. | 126,297 | $3.67M | 0.11% | +43,952+53.4% | Added |
| Swiss National Bank | 126,274 | $3.67M | 0.00% | +2,300+1.9% | Added |
| Balyasny Asset Management LLC | 123,464 | $3.59M | 0.01% | +51,936+72.6% | Added |
| Two Sigma Investments, LP | 122,515 | $3.56M | 0.01% | −35,592−22.5% | Reduced |
| Gabelli Funds LLC | 121,670 | $3.54M | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 119,199 | $3.47M | 0.00% | +119,199 | New |
| Stifel Financial Corp | 114,232 | $3.32M | 0.00% | +33,415+41.3% | Added |
| UBS Group AG | 106,509 | $3.10M | 0.00% | +40,529+61.4% | Added |
| F/M Investments LLC | 98,420 | $2.86M | 0.11% | −2,649−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 93,453 | $2.72M | 0.00% | +92,962+18,933.2% | Added |
| Willis Investment Counsel | 90,430 | $2.63M | 0.14% | +26,874+42.3% | Added |
| Raymond James Financial Inc | 86,857 | $2.53M | 0.00% | −54,457−38.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 85,708 | $2.49M | 0.00% | +50,936+146.5% | Added |
| First Trust Advisors LP | 79,849 | $2.32M | 0.00% | +39,456+97.7% | Added |
| Prudential Financial Inc | 79,002 | $2.30M | 0.00% | −14,125−15.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 77,000 | $2.24M | 0.11% | +77,000 | New |
| State of New Jersey Common Pension Fund D | 75,467 | $2.20M | 0.01% | +16,052+27.0% | Added |
| Alliancebernstein L.P. | 73,105 | $2.13M | 0.00% | 00.0% | Unchanged |
| Bridge City Capital, LLC | 72,220 | $2.10M | 0.62% | −11,869−14.1% | Reduced |
| Schroder Investment Management Group | 67,661 | $1.97M | 0.00% | +882+1.3% | Added |
| Citigroup Inc | 66,352 | $1.93M | 0.00% | +33,543+102.2% | Added |
| Polaris Capital Management, LLC | 64,700 | $1.88M | 0.16% | 00.0% | Unchanged |
| California State Teachers Retirement System | 59,106 | $1.72M | 0.00% | −56−0.1% | Reduced |
| Deutsche Bank AG | 54,398 | $1.58M | 0.00% | +3,584+7.1% | Added |
| Great West Life Assurance Co | 54,262 | $1.58M | 0.00% | −16,132−22.9% | Reduced |
| Creative Planning | 52,514 | $1.53M | 0.00% | −721−1.4% | Reduced |
| State of Tennessee, Treasury Department | 47,594 | $1.43M | 0.00% | +17,407+57.7% | Added |
| New York State Teachers Retirement System | 48,610 | $1.41M | 0.00% | −628−1.3% | Reduced |
| Teacher Retirement System of Texas | 45,806 | $1.33M | 0.00% | +3,134+7.3% | Added |
| Jackson Creek Investment Advisors LLC | 43,968 | $1.28M | 0.38% | −2,410−5.2% | Reduced |
| Thrivent Financial for Lutherans | 43,966 | $1.28M | 0.00% | −2,193−4.8% | Reduced |
| Penserra Capital Management LLC | 43,786 | $1.27M | 0.02% | −4,772−9.8% | Reduced |
| SG Americas Securities, LLC | 42,505 | $1.24M | 0.00% | +34,690+443.9% | Added |
| BNP Paribas Arbitrage, SA | 42,349 | $1.23M | 0.00% | +1,687+4.1% | Added |
| Hussman Strategic Advisors, Inc. | 42,000 | $1.22M | 0.30% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 41,831 | $1.22M | 0.01% | +32,008+325.8% | Added |
| Tudor Investment Corp Et Al | 41,609 | $1.21M | 0.01% | −16,744−28.7% | Reduced |
| LPL Financial LLC | 39,490 | $1.15M | 0.00% | +4,793+13.8% | Added |
| Wakefield Asset Management LLLP | 38,962 | $1.13M | 0.31% | +38,962 | New |
| Legato Capital Management LLC | 38,095 | $1.11M | 0.10% | +15,854+71.3% | Added |
| Jennison Associates LLC | 37,588 | $1.09M | 0.00% | −18,475−33.0% | Reduced |
| MetLife Investment Management | 37,004 | $1.08M | 0.01% | −1,420−3.7% | Reduced |
| CI Private Wealth, LLC | 36,630 | $1.07M | 0.00% | −766−2.0% | Reduced |
| Squarepoint Ops LLC | 35,459 | $1.03M | 0.00% | +35,459 | New |
| Davenport & Co LLC | 35,141 | $1.02M | 0.01% | −4,572−11.5% | Reduced |
| State of Alaska, Department of Revenue | 35,161 | $1.02M | 0.01% | +384+1.1% | Added |
| Illinois Municipal Retirement Fund | 35,104 | $1.02M | 0.01% | −375−1.1% | Reduced |
| Royal Bank of Canada | 34,345 | $999.0K | 0.00% | −250−0.7% | Reduced |