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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Europe) Ltd | 77,000 | $2.24M | 0.11% | +77,000 | New |
| Prudential Financial Inc | 79,002 | $2.30M | 0.00% | −14,125−15.2% | Reduced |
| First Trust Advisors LP | 79,849 | $2.32M | 0.00% | +39,456+97.7% | Added |
| Arrowstreet Capital, Limited Partnership | 85,708 | $2.49M | 0.00% | +50,936+146.5% | Added |
| Raymond James Financial Inc | 86,857 | $2.53M | 0.00% | −54,457−38.5% | Reduced |
| Willis Investment Counsel | 90,430 | $2.63M | 0.14% | +26,874+42.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 93,453 | $2.72M | 0.00% | +92,962+18,933.2% | Added |
| F/M Investments LLC | 98,420 | $2.86M | 0.11% | −2,649−2.6% | Reduced |
| UBS Group AG | 106,509 | $3.10M | 0.00% | +40,529+61.4% | Added |
| Stifel Financial Corp | 114,232 | $3.32M | 0.00% | +33,415+41.3% | Added |
| Allianz Asset Management GmbH | 119,199 | $3.47M | 0.00% | +119,199 | New |
| Gabelli Funds LLC | 121,670 | $3.54M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 122,515 | $3.56M | 0.01% | −35,592−22.5% | Reduced |
| Balyasny Asset Management LLC | 123,464 | $3.59M | 0.01% | +51,936+72.6% | Added |
| Swiss National Bank | 126,274 | $3.67M | 0.00% | +2,300+1.9% | Added |
| Dana Investment Advisors, Inc. | 126,297 | $3.67M | 0.11% | +43,952+53.4% | Added |
| Renaissance Technologies LLC | 130,938 | $3.81M | 0.01% | −145,888−52.7% | Reduced |
| Aristides Capital LLC | 134,216 | $3.90M | 1.35% | +15,680+13.2% | Added |
| New York State Common Retirement Fund | 134,377 | $3.91M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 143,893 | $4.19M | 0.00% | +72,692+102.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,793 | $4.27M | 0.01% | +34,183+30.4% | Added |
| Barclays PLC | 147,138 | $4.28M | 0.00% | +13,707+10.3% | Added |
| Bank of America Corp | 151,257 | $4.40M | 0.00% | +18,193+13.7% | Added |
| Invesco Ltd. | 160,777 | $4.68M | 0.00% | −770.0% | Reduced |
| Rhumbline Advisers | 163,357 | $4.75M | 0.00% | −14,466−8.1% | Reduced |
| Legal & General Group Plc | 173,654 | $5.05M | 0.00% | −3,529−2.0% | Reduced |
| Point72 Asset Management, L.P. | 174,044 | $5.06M | 0.01% | +170,444+4,734.6% | Added |
| Alpine Peaks Capital, LP | 179,704 | $5.23M | 4.99% | −11,094−5.8% | Reduced |
| Envestnet Asset Management Inc | 185,264 | $5.39M | 0.00% | −99,673−35.0% | Reduced |
| Citadel Advisors LLC | 193,825 | $5.64M | 0.00% | +123,332+175.0% | Added |
| Nicholas Company, Inc. | 216,145 | $6.29M | 0.11% | +170+0.1% | Added |
| Goldman Sachs Group Inc | 216,615 | $6.30M | 0.00% | +9,890+4.8% | Added |
| Schwerin Boyle Capital Management Inc | 217,550 | $6.33M | 0.69% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 221,413 | $6.44M | 0.02% | −28,190−11.3% | Reduced |
| Pathstone Holdings, LLC | 227,221 | $6.61M | 0.03% | −96,728−29.9% | Reduced |
| Panagora Asset Management Inc | 236,735 | $6.89M | 0.02% | +68,684+40.9% | Added |
| Heartland Advisors Inc | 237,500 | $6.91M | 0.37% | +37,500+18.8% | Added |
| Nuveen, LLC | 264,311 | $7.69M | 0.00% | +17,719+7.2% | Added |
| Palisade Capital Management LLC | 265,052 | $7.71M | 0.23% | −37,701−12.5% | Reduced |
| Voloridge Investment Management, LLC | 285,693 | $8.31M | 0.03% | +172,101+151.5% | Added |
| JPMorgan Chase & Co | 326,944 | $9.51M | 0.00% | −57,143−14.9% | Reduced |
| Natixis Advisors, L.P. | 353,606 | $10.3M | 0.01% | −42,120−10.6% | Reduced |
| Principal Financial Group Inc | 367,157 | $10.7M | 0.01% | +17,212+4.9% | Added |
| Qube Research & Technologies Ltd | 396,612 | $11.5M | 0.02% | +56,224+16.5% | Added |
| Clifford Capital Partners LLC | 434,427 | $12.6M | 2.15% | −2,280−0.5% | Reduced |
| Wells Fargo & Company | 450,030 | $13.1M | 0.00% | −46,297−9.3% | Reduced |
| Bank of New York Mellon Corp | 464,225 | $13.5M | 0.00% | −32,702−6.6% | Reduced |
| Boston Partners | 496,586 | $14.5M | 0.01% | −30,278−5.7% | Reduced |
| Clark Capital Management Group, Inc. | 525,235 | $15.3M | 0.09% | +162,512+44.8% | Added |
| Morgan Stanley | 539,746 | $15.7M | 0.00% | +52,793+10.8% | Added |
| Ameriprise Financial Inc | 601,323 | $17.5M | 0.00% | −249,460−29.3% | Reduced |
| Price T Rowe Associates Inc | 652,513 | $19.0M | 0.00% | +7,886+1.2% | Added |
| D. E. Shaw & Co., Inc. | 694,723 | $20.2M | 0.02% | +255,920+58.3% | Added |
| Charles Schwab Investment Management Inc | 708,704 | $20.6M | 0.00% | +53,323+8.1% | Added |
| Northern Trust Corp | 718,334 | $20.9M | 0.00% | −52,821−6.8% | Reduced |
| North Star Asset Management Inc | 808,974 | $23.5M | 0.95% | +3,858+0.5% | Added |
| Millennium Management LLC | 848,588 | $24.7M | 0.02% | +162,307+23.7% | Added |
| River Road Asset Management, LLC | 980,239 | $28.5M | 0.31% | −836,359−46.0% | Reduced |
| Loomis Sayles & Co L P | 1,109,726 | $32.3M | 0.04% | −51,847−4.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,167,810 | $34.0M | 0.11% | −9,978−0.8% | Reduced |
| Geode Capital Management, LLC | 1,544,727 | $44.9M | 0.00% | +1,068+0.1% | Added |
| Dimensional Fund Advisors LP | 1,574,381 | $45.8M | 0.01% | +61,591+4.1% | Added |
| State Street Corp | 2,431,777 | $70.7M | 0.00% | −23,912−1.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,869,144 | $83.5M | 0.22% | −498,271−14.8% | Reduced |
| American Century Companies Inc | 5,226,583 | $152.0M | 0.08% | +332,570+6.8% | Added |
| Vanguard Group Inc | 7,108,287 | $206.8M | 0.00% | −58,884−0.8% | Reduced |
| BlackRock, Inc. | 9,282,209 | $270.0M | 0.00% | +71,961+0.8% | Added |
| FMR LLC | 9,597,558 | $279.2M | 0.01% | +3210.0% | Added |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −247,541−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −50,149−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −36,524−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −27,576−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,263−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −16,702−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,985−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −12,767−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,837−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −11,564−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,538−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −9,419−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −8,538−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −8,389−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,385−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −7,174−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −6,426−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −6,337−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |