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, Q2 2026
Institutional positions in EVERTEC, Inc. as of Jun 30, 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
- 254
- −4 vs. Q1 2026
- Shares held
- 62.6M
- −1.17M (−1.8%) vs. Q1 2026
- Total value
- $1.69B
- −$58.8M (−3.4%) vs. Q1 2026
- New holders
- 34
- 96 more added
- Sold out
- 38
- 91 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding EVERTEC, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 136,705 | $3.80M | 0.02% | −123,752−47.5% | Reduced |
| First Trust Advisors LP | 138,041 | $3.83M | 0.00% | +93,599+210.6% | Added |
| Gabelli Funds LLC | 143,070 | $3.97M | 0.03% | +21,400+17.6% | Added |
| Rhumbline Advisers | 146,352 | $4.07M | 0.00% | −20,272−12.2% | Reduced |
| Willis Investment Counsel | 150,575 | $4.18M | 0.20% | +55,575+58.5% | Added |
| Legal & General Group Plc | 155,750 | $4.33M | 0.00% | −5,408−3.4% | Reduced |
| Invesco Ltd. | 157,598 | $4.38M | 0.00% | −20,774−11.6% | Reduced |
| Palisade Capital Management LLC | 162,140 | $4.50M | 0.20% | −88,804−35.4% | Reduced |
| Alpine Peaks Capital, LP | 163,126 | $4.53M | 5.31% | −25,078−13.3% | Reduced |
| New York State Common Retirement Fund | 170,041 | $4.72M | 0.01% | +35,664+26.5% | Added |
| Goldman Sachs Group Inc | 174,748 | $4.85M | 0.00% | −157,640−47.4% | Reduced |
| Nuveen, LLC | 188,256 | $5.23M | 0.00% | −31,239−14.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 194,727 | $5.41M | 0.66% | 00.0% | Unchanged |
| Aristides Capital LLC | 201,170 | $5.59M | 1.43% | +15,010+8.1% | Added |
| LSV Asset Management | 202,846 | $5.63M | 0.01% | +191,946+1,761.0% | Added |
| Invenomic Capital Management LP | 210,799 | $5.86M | 0.35% | +210,799 | New |
| Public Sector Pension Investment Board | 211,721 | $5.88M | 0.02% | −17,177−7.5% | Reduced |
| Dana Investment Advisors, Inc. | 212,922 | $5.91M | 0.15% | +64,013+43.0% | Added |
| Nicholas Company, Inc. | 215,090 | $5.98M | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 224,658 | $6.15M | 0.00% | −128,040−36.3% | Reduced |
| Envestnet Asset Management Inc | 239,885 | $6.66M | 0.00% | −26,658−10.0% | Reduced |
| JPMorgan Chase & Co | 256,887 | $7.16M | 0.00% | +21,979+9.4% | Added |
| Natixis Advisors, L.P. | 259,516 | $7.21M | 0.01% | −143,689−35.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 261,719 | $7.27M | 0.00% | +156,707+149.2% | Added |
| Bank of America Corp | 282,036 | $7.83M | 0.00% | −27,591−8.9% | Reduced |
| D. E. Shaw & Co., Inc. | 378,347 | $10.5M | 0.01% | −281,249−42.6% | Reduced |
| Two Sigma Investments, LP | 394,044 | $10.9M | 0.01% | −154,865−28.2% | Reduced |
| Wells Fargo & Company | 404,343 | $11.2M | 0.00% | +20,309+5.3% | Added |
| Millennium Management LLC | 409,440 | $11.4M | 0.01% | −194,521−32.2% | Reduced |
| Principal Financial Group Inc | 425,964 | $11.8M | 0.01% | −1,596−0.4% | Reduced |
| Vanguard Fiduciary Trust Co | 444,153 | $12.3M | 0.00% | −1,630−0.4% | Reduced |
| Bank of New York Mellon Corp | 457,153 | $12.7M | 0.00% | −275−0.1% | Reduced |
| Morgan Stanley | 462,835 | $12.9M | 0.00% | −182,148−28.2% | Reduced |
| Boston Partners | 464,865 | $13.0M | 0.01% | −15,033−3.1% | Reduced |
| Panagora Asset Management Inc | 472,642 | $13.1M | 0.04% | +124,620+35.8% | Added |
| Clark Capital Management Group, Inc. | 562,394 | $15.6M | 0.09% | −33,952−5.7% | Reduced |
| Clifford Capital Partners LLC | 584,685 | $16.2M | 2.24% | +32,764+5.9% | Added |
| AQR Capital Management LLC | 708,230 | $19.7M | 0.01% | +546,642+338.3% | Added |
| Charles Schwab Investment Management Inc | 758,026 | $21.1M | 0.00% | −23,023−2.9% | Reduced |
| Northern Trust Corp | 793,795 | $22.1M | 0.00% | +10,296+1.3% | Added |
| North Star Asset Management Inc | 809,545 | $22.5M | 0.88% | +3,758+0.5% | Added |
| Ameriprise Financial Inc | 830,620 | $23.1M | 0.00% | +251,637+43.5% | Added |
| Heartland Advisors Inc | 840,400 | $23.3M | 1.04% | +590,400+236.2% | Added |
| Price T Rowe Associates Inc | 949,585 | $26.4M | 0.00% | +286,918+43.3% | Added |
| Dimensional Fund Advisors LP | 1,426,463 | $39.6M | 0.01% | −139,555−8.9% | Reduced |
| Geode Capital Management, LLC | 1,569,390 | $43.6M | 0.00% | +30,824+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,059,589 | $57.2M | 0.16% | +224,644+12.2% | Added |
| State Street Corp | 2,604,668 | $72.4M | 0.00% | +102,313+4.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,713,930 | $75.4M | 0.23% | −346,815−11.3% | Reduced |
| Vanguard Capital Management LLC | 2,765,581 | $76.8M | 0.00% | −90,497−3.2% | Reduced |
| Vanguard Portfolio Management LLC | 3,961,258 | $110.0M | 0.00% | +5,639+0.1% | Added |
| American Century Companies Inc | 5,189,201 | $144.2M | 0.06% | +139,688+2.8% | Added |
| FMR LLC | 8,798,971 | $244.4M | 0.01% | −458,175−4.9% | Reduced |
| BlackRock, Inc. | 9,161,745 | $254.5M | 0.00% | −137,822−1.5% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,024,262−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −336,288−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −139,419−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −108,099−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −92,238−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,115−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −42,948−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −28,140−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −27,623−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −25,725−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −19,669−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,509−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −17,064−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −14,801−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −11,714−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,969−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Odyssean, LLC | 0 | $0 | 0.00% | −8,275−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −8,184−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −8,090−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,713−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −7,614−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −7,322−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Owl Creek Wealth Partners LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Ankerstar Wealth, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sapience Investments, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |