Corient Private Wealth LLC

Position in EVTC — EVERTEC, Inc.

CIK 1948780 MIAMI, FL

Position in EVTC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,528,872

+$439,722 QoQ

Shares Held

55,035

+42.6% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#80

of 250 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 1% None 99%

Technology · as of Jun 30, 2026

Corient Private Wealth LLC holds $2,990,244,447 across 62 Software - Infrastructure names. EVTC ranks #33 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,476,562	$2,042,867,156
2	PANW	Palo Alto Networks Inc	1,111,104	$378,908,686
3	ORCL	Oracle Corp	1,270,385	$186,174,921
4	PLTR	Palantir Technologies Inc.	459,622	$53,624,098
5	NET	Cloudflare, Inc.	208,879	$51,233,841
6	FTNT	Fortinet, Inc.	211,837	$32,542,399
7	CRWD	CrowdStrike Holdings, Inc.	144,764	$27,618,799
8	FFIV	F5, Inc.	50,745	$21,107,890

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,528,872	55,035	+42.6%	Shares	Sole	2026-08-17
2026-03-31	$1,089,150	38,595	+5.4%	Shares	Sole	2026-05-15
2025-12-31	$1,065,566	36,630	-2.0%	Shares	Sole	2026-03-09
2025-09-30	$1,263,236	37,396	-0.7%	Shares	Sole	2025-11-14
2025-06-30	$1,357,426	37,654	-3.3%	Shares	Sole	2025-09-26
2025-03-31	$1,431,860	38,941	-2.4%	Shares	Sole	2025-05-14
2024-12-31	$1,377,505	39,893	+2.4%	Shares	Sole	2025-02-10
2024-09-30	$1,320,354	38,960	-2.4%	Shares	Sole	2024-11-12
2024-06-30	$1,327,207	39,916	-0.2%	Shares	Sole	2024-08-13
2024-03-31	$1,595,521	39,988	-1.2%	Shares	Sole	2024-05-09
2023-12-31	$1,656,514	40,462	-2.2%	Shares	Sole	2024-02-09
2023-09-30	$1,537,876	41,363	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.