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, Q1 2026
Institutional positions in EVERTEC, Inc. as of Mar 31, 2026. 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
- 262
- −1 vs. Q4 2025
- Shares held
- 63.8M
- +9.48M (+17.4%) vs. Q4 2025
- Total value
- $1.75B
- +$171.6M (+10.9%) vs. Q4 2025
- New holders
- 38
- 110 more added
- Sold out
- 39
- 80 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,299,567 | $262.4M | 0.00% | +17,358+0.2% | Added |
| FMR LLC | 9,257,146 | $261.2M | 0.01% | −340,412−3.5% | Reduced |
| American Century Companies Inc | 5,049,513 | $142.5M | 0.07% | −177,070−3.4% | Reduced |
| Vanguard Portfolio Management LLC | 3,955,619 | $111.6M | 0.01% | +3,955,619 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,060,745 | $86.4M | 0.25% | +191,601+6.7% | Added |
| Vanguard Capital Management LLC | 2,856,078 | $80.6M | 0.00% | +2,856,078 | New |
| State Street Corp | 2,502,355 | $70.6M | 0.00% | +70,578+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,834,945 | $51.8M | 0.17% | +667,135+57.1% | Added |
| Dimensional Fund Advisors LP | 1,566,018 | $44.2M | 0.01% | −8,363−0.5% | Reduced |
| Geode Capital Management, LLC | 1,538,566 | $43.4M | 0.00% | −6,161−0.4% | Reduced |
| Loomis Sayles & Co L P | 1,024,262 | $28.9M | 0.04% | −85,464−7.7% | Reduced |
| North Star Asset Management Inc | 805,787 | $22.7M | 0.99% | −3,187−0.4% | Reduced |
| Northern Trust Corp | 783,499 | $22.1M | 0.00% | +65,165+9.1% | Added |
| Charles Schwab Investment Management Inc | 781,049 | $22.0M | 0.00% | +72,345+10.2% | Added |
| Price T Rowe Associates Inc | 662,667 | $18.7M | 0.00% | +10,154+1.6% | Added |
| D. E. Shaw & Co., Inc. | 659,596 | $18.6M | 0.01% | −35,127−5.1% | Reduced |
| Morgan Stanley | 644,983 | $18.2M | 0.00% | +105,237+19.5% | Added |
| Millennium Management LLC | 603,961 | $17.0M | 0.01% | −244,627−28.8% | Reduced |
| Clark Capital Management Group, Inc. | 596,346 | $16.8M | 0.10% | +71,111+13.5% | Added |
| Ameriprise Financial Inc | 578,983 | $16.3M | 0.00% | −22,340−3.7% | Reduced |
| Clifford Capital Partners LLC | 551,921 | $15.6M | 2.59% | +117,494+27.0% | Added |
| Two Sigma Investments, LP | 548,909 | $15.5M | 0.01% | +426,394+348.0% | Added |
| Boston Partners | 479,898 | $13.5M | 0.01% | −16,688−3.4% | Reduced |
| Bank of New York Mellon Corp | 457,428 | $12.9M | 0.00% | −6,797−1.5% | Reduced |
| Vanguard Fiduciary Trust Co | 445,783 | $12.6M | 0.00% | +445,783 | New |
| Principal Financial Group Inc | 427,560 | $12.1M | 0.01% | +60,403+16.5% | Added |
| Natixis Advisors, L.P. | 403,205 | $11.4M | 0.02% | +49,599+14.0% | Added |
| Wells Fargo & Company | 384,034 | $10.8M | 0.00% | −65,996−14.7% | Reduced |
| Panagora Asset Management Inc | 348,022 | $9.82M | 0.04% | +111,287+47.0% | Added |
| Jones Financial Companies LLLP | 352,698 | $9.62M | 0.00% | +352,579+296,284.9% | Added |
| Qube Research & Technologies Ltd | 336,288 | $9.49M | 0.01% | −60,324−15.2% | Reduced |
| Goldman Sachs Group Inc | 332,388 | $9.38M | 0.00% | +115,773+53.4% | Added |
| Allianz Asset Management GmbH | 318,708 | $8.99M | 0.01% | +199,509+167.4% | Added |
| Bank of America Corp | 309,627 | $8.74M | 0.00% | +158,370+104.7% | Added |
| Envestnet Asset Management Inc | 266,543 | $7.52M | 0.00% | +81,279+43.9% | Added |
| Voloridge Investment Management, LLC | 260,457 | $7.35M | 0.03% | −25,236−8.8% | Reduced |
| Palisade Capital Management LLC | 250,944 | $7.08M | 0.24% | −14,108−5.3% | Reduced |
| Heartland Advisors Inc | 250,000 | $7.05M | 0.36% | +12,500+5.3% | Added |
| UBS Group AG | 239,021 | $6.75M | 0.00% | +132,512+124.4% | Added |
| JPMorgan Chase & Co | 234,908 | $6.56M | 0.00% | −92,036−28.2% | Reduced |
| Public Sector Pension Investment Board | 228,898 | $6.46M | 0.02% | +7,485+3.4% | Added |
| Nuveen, LLC | 219,495 | $6.19M | 0.00% | −44,816−17.0% | Reduced |
| Nicholas Company, Inc. | 215,090 | $6.07M | 0.12% | −1,055−0.5% | Reduced |
| CX Institutional | 209,864 | $5.92M | 0.18% | +209,864 | New |
| Schwerin Boyle Capital Management Inc | 194,727 | $5.50M | 0.70% | −22,823−10.5% | Reduced |
| Alpine Peaks Capital, LP | 188,204 | $5.31M | 5.37% | +8,500+4.7% | Added |
| Aristides Capital LLC | 186,160 | $5.25M | 1.74% | +51,944+38.7% | Added |
| Invesco Ltd. | 178,372 | $5.03M | 0.00% | +17,595+10.9% | Added |
| Rhumbline Advisers | 166,624 | $4.70M | 0.00% | +3,267+2.0% | Added |
| AQR Capital Management LLC | 161,588 | $4.56M | 0.00% | +127,432+373.1% | Added |
| Legal & General Group Plc | 161,158 | $4.55M | 0.00% | −12,496−7.2% | Reduced |
| Dana Investment Advisors, Inc. | 148,909 | $4.20M | 0.13% | +22,612+17.9% | Added |
| Balyasny Asset Management LLC | 139,419 | $3.93M | 0.01% | +15,955+12.9% | Added |
| New York State Common Retirement Fund | 134,377 | $3.79M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 126,274 | $3.56M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 121,670 | $3.43M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 108,099 | $3.05M | 0.00% | −35,794−24.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 105,012 | $2.96M | 0.00% | +19,304+22.5% | Added |
| Stifel Financial Corp | 104,996 | $2.96M | 0.00% | −9,236−8.1% | Reduced |
| Willis Investment Counsel | 95,000 | $2.68M | 0.15% | +4,570+5.1% | Added |
| Renaissance Technologies LLC | 92,238 | $2.60M | 0.00% | −38,700−29.6% | Reduced |
| Prudential Financial Inc | 83,342 | $2.35M | 0.00% | +4,340+5.5% | Added |
| State of New Jersey Common Pension Fund D | 82,986 | $2.34M | 0.01% | +7,519+10.0% | Added |
| Walleye Capital LLC | 82,851 | $2.34M | 0.01% | +82,851 | New |
| Alliancebernstein L.P. | 74,705 | $2.17M | 0.00% | +1,600+2.2% | Added |
| SG Americas Securities, LLC | 76,649 | $2.16M | 0.00% | +34,144+80.3% | Added |
| Bridge City Capital, LLC | 71,701 | $2.02M | 0.56% | −519−0.7% | Reduced |
| Schroder Investment Management Group | 67,661 | $1.89M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 63,472 | $1.79M | 0.00% | +47,342+293.5% | Added |
| Marshall Wace, LLP | 62,103 | $1.75M | 0.00% | +46,250+291.7% | Added |
| Jennison Associates LLC | 60,934 | $1.72M | 0.00% | +23,346+62.1% | Added |
| Deutsche Bank AG | 60,709 | $1.71M | 0.00% | +6,311+11.6% | Added |
| BNP Paribas Arbitrage, SA | 59,858 | $1.69M | 0.00% | +17,509+41.3% | Added |
| California State Teachers Retirement System | 58,627 | $1.65M | 0.00% | −479−0.8% | Reduced |
| Vanguard Asset Management, Ltd | 57,084 | $1.61M | 0.00% | +57,084 | New |
| Barclays PLC | 55,825 | $1.58M | 0.00% | −91,313−62.1% | Reduced |
| Creative Planning | 53,744 | $1.52M | 0.00% | +1,230+2.3% | Added |
| ExodusPoint Capital Management, LP | 52,115 | $1.47M | 0.01% | +44,160+555.1% | Added |
| Great West Life Assurance Co | 51,612 | $1.46M | 0.00% | −2,650−4.9% | Reduced |
| Tudor Investment Corp Et Al | 50,320 | $1.42M | 0.01% | +8,711+20.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 50,000 | $1.41M | 0.08% | −27,000−35.1% | Reduced |
| Teacher Retirement System of Texas | 49,854 | $1.41M | 0.01% | +4,048+8.8% | Added |
| Citigroup Inc | 49,115 | $1.39M | 0.00% | −17,237−26.0% | Reduced |
| State of Tennessee, Treasury Department | 47,594 | $1.34M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 46,570 | $1.31M | 0.00% | −2,040−4.2% | Reduced |
| First Trust Advisors LP | 44,442 | $1.25M | 0.00% | −35,407−44.3% | Reduced |
| Pacer Advisors, Inc. | 1,747,444 | $1.23M | 0.00% | +1,747,102+510,848.5% | Added |
| Jackson Creek Investment Advisors LLC | 42,948 | $1.21M | 0.36% | −1,020−2.3% | Reduced |
| Thrivent Financial for Lutherans | 42,708 | $1.21M | 0.00% | −1,258−2.9% | Reduced |
| Citadel Advisors LLC | 42,114 | $1.19M | 0.00% | −151,711−78.3% | Reduced |
| LPL Financial LLC | 42,088 | $1.19M | 0.00% | +2,598+6.6% | Added |
| Davenport & Co LLC | 40,761 | $1.15M | 0.01% | +5,620+16.0% | Added |
| Raymond James Financial Inc | 40,659 | $1.15M | 0.00% | −46,198−53.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,613 | $1.15M | 0.00% | −106,180−72.3% | Reduced |
| Wakefield Asset Management LLLP | 39,904 | $1.13M | 0.30% | +942+2.4% | Added |
| Penserra Capital Management LLC | 38,816 | $1.09M | 0.01% | −4,970−11.4% | Reduced |
| Engineers Gate Manager LP | 37,746 | $1.07M | 0.01% | −4,085−9.8% | Reduced |
| CI Private Wealth, LLC | 38,595 | $1.02M | 0.00% | +1,965+5.4% | Added |
| MetLife Investment Management | 35,080 | $990.0K | 0.01% | −1,924−5.2% | Reduced |
| Royal Bank of Canada | 34,824 | $983.0K | 0.00% | +479+1.4% | Added |