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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 83,342 | $2.35M | 0.00% | +4,340+5.5% | Added |
| Renaissance Technologies LLC | 92,238 | $2.60M | 0.00% | −38,700−29.6% | Reduced |
| Willis Investment Counsel | 95,000 | $2.68M | 0.15% | +4,570+5.1% | Added |
| Stifel Financial Corp | 104,996 | $2.96M | 0.00% | −9,236−8.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 105,012 | $2.96M | 0.00% | +19,304+22.5% | Added |
| Jane Street Group, LLC | 108,099 | $3.05M | 0.00% | −35,794−24.9% | Reduced |
| Gabelli Funds LLC | 121,670 | $3.43M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 126,274 | $3.56M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 134,377 | $3.79M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 139,419 | $3.93M | 0.01% | +15,955+12.9% | Added |
| Dana Investment Advisors, Inc. | 148,909 | $4.20M | 0.13% | +22,612+17.9% | Added |
| Legal & General Group Plc | 161,158 | $4.55M | 0.00% | −12,496−7.2% | Reduced |
| AQR Capital Management LLC | 161,588 | $4.56M | 0.00% | +127,432+373.1% | Added |
| Rhumbline Advisers | 166,624 | $4.70M | 0.00% | +3,267+2.0% | Added |
| Invesco Ltd. | 178,372 | $5.03M | 0.00% | +17,595+10.9% | Added |
| Aristides Capital LLC | 186,160 | $5.25M | 1.74% | +51,944+38.7% | Added |
| Alpine Peaks Capital, LP | 188,204 | $5.31M | 5.37% | +8,500+4.7% | Added |
| Schwerin Boyle Capital Management Inc | 194,727 | $5.50M | 0.70% | −22,823−10.5% | Reduced |
| CX Institutional | 209,864 | $5.92M | 0.18% | +209,864 | New |
| Nicholas Company, Inc. | 215,090 | $6.07M | 0.12% | −1,055−0.5% | Reduced |
| Nuveen, LLC | 219,495 | $6.19M | 0.00% | −44,816−17.0% | Reduced |
| Public Sector Pension Investment Board | 228,898 | $6.46M | 0.02% | +7,485+3.4% | Added |
| JPMorgan Chase & Co | 234,908 | $6.56M | 0.00% | −92,036−28.2% | Reduced |
| UBS Group AG | 239,021 | $6.75M | 0.00% | +132,512+124.4% | Added |
| Heartland Advisors Inc | 250,000 | $7.05M | 0.36% | +12,500+5.3% | Added |
| Palisade Capital Management LLC | 250,944 | $7.08M | 0.24% | −14,108−5.3% | Reduced |
| Voloridge Investment Management, LLC | 260,457 | $7.35M | 0.03% | −25,236−8.8% | Reduced |
| Envestnet Asset Management Inc | 266,543 | $7.52M | 0.00% | +81,279+43.9% | Added |
| Bank of America Corp | 309,627 | $8.74M | 0.00% | +158,370+104.7% | Added |
| Allianz Asset Management GmbH | 318,708 | $8.99M | 0.01% | +199,509+167.4% | Added |
| Goldman Sachs Group Inc | 332,388 | $9.38M | 0.00% | +115,773+53.4% | Added |
| Qube Research & Technologies Ltd | 336,288 | $9.49M | 0.01% | −60,324−15.2% | Reduced |
| Jones Financial Companies LLLP | 352,698 | $9.62M | 0.00% | +352,579+296,284.9% | Added |
| Panagora Asset Management Inc | 348,022 | $9.82M | 0.04% | +111,287+47.0% | Added |
| Wells Fargo & Company | 384,034 | $10.8M | 0.00% | −65,996−14.7% | Reduced |
| Natixis Advisors, L.P. | 403,205 | $11.4M | 0.02% | +49,599+14.0% | Added |
| Principal Financial Group Inc | 427,560 | $12.1M | 0.01% | +60,403+16.5% | Added |
| Vanguard Fiduciary Trust Co | 445,783 | $12.6M | 0.00% | +445,783 | New |
| Bank of New York Mellon Corp | 457,428 | $12.9M | 0.00% | −6,797−1.5% | Reduced |
| Boston Partners | 479,898 | $13.5M | 0.01% | −16,688−3.4% | Reduced |
| Two Sigma Investments, LP | 548,909 | $15.5M | 0.01% | +426,394+348.0% | Added |
| Clifford Capital Partners LLC | 551,921 | $15.6M | 2.59% | +117,494+27.0% | Added |
| Ameriprise Financial Inc | 578,983 | $16.3M | 0.00% | −22,340−3.7% | Reduced |
| Clark Capital Management Group, Inc. | 596,346 | $16.8M | 0.10% | +71,111+13.5% | Added |
| Millennium Management LLC | 603,961 | $17.0M | 0.01% | −244,627−28.8% | Reduced |
| Morgan Stanley | 644,983 | $18.2M | 0.00% | +105,237+19.5% | Added |
| D. E. Shaw & Co., Inc. | 659,596 | $18.6M | 0.01% | −35,127−5.1% | Reduced |
| Price T Rowe Associates Inc | 662,667 | $18.7M | 0.00% | +10,154+1.6% | Added |
| Charles Schwab Investment Management Inc | 781,049 | $22.0M | 0.00% | +72,345+10.2% | Added |
| Northern Trust Corp | 783,499 | $22.1M | 0.00% | +65,165+9.1% | Added |
| North Star Asset Management Inc | 805,787 | $22.7M | 0.99% | −3,187−0.4% | Reduced |
| Loomis Sayles & Co L P | 1,024,262 | $28.9M | 0.04% | −85,464−7.7% | Reduced |
| Geode Capital Management, LLC | 1,538,566 | $43.4M | 0.00% | −6,161−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,566,018 | $44.2M | 0.01% | −8,363−0.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,834,945 | $51.8M | 0.17% | +667,135+57.1% | Added |
| State Street Corp | 2,502,355 | $70.6M | 0.00% | +70,578+2.9% | Added |
| Vanguard Capital Management LLC | 2,856,078 | $80.6M | 0.00% | +2,856,078 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,060,745 | $86.4M | 0.25% | +191,601+6.7% | Added |
| Vanguard Portfolio Management LLC | 3,955,619 | $111.6M | 0.01% | +3,955,619 | New |
| American Century Companies Inc | 5,049,513 | $142.5M | 0.07% | −177,070−3.4% | Reduced |
| FMR LLC | 9,257,146 | $261.2M | 0.01% | −340,412−3.5% | Reduced |
| BlackRock, Inc. | 9,299,567 | $262.4M | 0.00% | +17,358+0.2% | Added |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −980,239−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −174,044−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −98,420−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −64,700−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −24,577−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −24,202−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,088−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,972−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −15,968−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,258−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| JLB & Associates Inc | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −9,083−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,726−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −7,579−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,317−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,140−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −1,759−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −695−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| LRI Investments, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |