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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 981 | $27.3K | 0.00% | −344−26.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 883 | $24.5K | 0.00% | +226+34.4% | Added |
| Farther Finance Advisors, LLC | 686 | $19.1K | 0.00% | +1+0.1% | Added |
| Nisa Investment Advisors, LLC | 657 | $18.3K | 0.00% | −247−27.3% | Reduced |
| First Horizon Corp | 642 | $17.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 546 | $15.9K | 0.00% | −308−36.1% | Reduced |
| True Wealth Design, LLC | 559 | $15.5K | 0.00% | +464+488.4% | Added |
| Steward Partners Investment Advisory, LLC | 538 | $14.9K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 523 | $14.5K | 0.01% | +271+107.5% | Added |
| Smartleaf Asset Management LLC | 526 | $14.5K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 494 | $13.7K | 0.01% | +56+12.8% | Added |
| Bare Financial Services, Inc | 447 | $12.4K | 0.00% | +410+1,108.1% | Added |
| Harbour Investments, Inc. | 440 | $12.2K | 0.00% | +6+1.4% | Added |
| Rockefeller Capital Management L.P. | 439 | $12.2K | 0.00% | +165+60.2% | Added |
| Harbor Capital Advisors, Inc. | 422 | $12.0K | 0.00% | −20−4.5% | Reduced |
| GWM Advisors LLC | 356 | $9.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 353 | $9.81K | 0.00% | +166+88.8% | Added |
| Continuum Advisory, LLC | 345 | $9.58K | 0.00% | +345 | New |
| US Bancorp | 227 | $6.31K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 219 | $6.08K | 0.00% | −199−47.6% | Reduced |
| Basepoint Wealth LLC | 196 | $5.45K | 0.00% | −18−8.4% | Reduced |
| J.Safra Asset Management Corp | 191 | $5.31K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 172 | $5.00K | 0.00% | −209,692−99.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 170 | $4.72K | 0.00% | −1,262−88.1% | Reduced |
| Umb Bank N A | 161 | $4.47K | 0.00% | −108−40.1% | Reduced |
| Solstein Capital, LLC | 158 | $4.39K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $4.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 154 | $4.28K | 0.00% | +125+431.0% | Added |
| Entrust Financial LLC | 138 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 131 | $3.64K | 0.00% | +131 | New |
| Brown, Lisle/Cummings, Inc. | 103 | $2.86K | 0.00% | +53+106.0% | Added |
| Northwestern Mutual Wealth Management Co | 96 | $2.67K | 0.00% | +96 | New |
| Bellevue Asset Management, LLC | 56 | $1.55K | 0.00% | +56 | New |
| Wealth Enhancement Trust Services, Inc. | 53 | $1.47K | 0.00% | +53 | New |
| Keating Financial Advisory Services, Inc. | 45 | $1.25K | 0.00% | −5−10.0% | Reduced |
| Rossby Financial, LCC | 42 | $1.17K | 0.00% | −2−4.5% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.11K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 46 | $1.00K | 0.00% | +31+206.7% | Added |
| Triumph Capital Management | 24 | $667 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 20 | $556 | 0.00% | +5+33.3% | Added |
| Gilpin Wealth Management, LLC | 19 | $528 | 0.00% | +19 | New |
| Bruce G. Allen Investments, LLC | 16 | $444 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $389 | 0.00% | −16−53.3% | Reduced |
| Cornerstone Planning Group LLC | 13 | $381 | 0.00% | +13 | New |
| Arlington Trust Co LLC | 13 | $361 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $333 | 0.00% | −78−86.7% | Reduced |
| JPL Wealth Management, LLC | 7 | $195 | 0.00% | +7 | New |
| Quarry LP | 7 | $194 | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 6 | $175 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $139 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $111 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 3 | $83 | 0.00% | +2+200.0% | Added |
| Basecamp Wealth Advisors LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| 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 |