JONES FINANCIAL COMPANIES LLLP

Position in EVTC — EVERTEC, Inc.

CIK 815917 DES PERES, MO

Position in EVTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,240,998

-$3,712,138 QoQ

Shares Held

224,658

-36.3% QoQ

Ownership

0.376%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#36

of 250 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $3,317,305,906 across 114 Software - Infrastructure names. EVTC ranks #20 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,801,727	$2,164,160,205
2	PANW	Palo Alto Networks Inc	752,974	$256,779,192
3	PLTR	Palantir Technologies Inc.	1,367,597	$159,557,541
4	ORCL	Oracle Corp	925,049	$135,565,930
5	CRWD	CrowdStrike Holdings, Inc.	646,188	$123,282,976
6	FTNT	Fortinet, Inc.	672,838	$103,361,373
7	SNPS	Synopsys Inc	210,293	$93,805,397
8	MDB	MongoDB, Inc.	222,323	$74,678,295

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,240,998	224,658	-36.3%	Shares	Sole	2026-08-14
2026-03-31	$9,953,136	352,698	+296284.9%	Shares	Sole	2026-05-15
2025-12-31	$3,461	119	-74.9%	Shares	Sole	2026-02-17
2025-09-30	$16,011	474	-54.2%	Shares	Sole	2025-11-04
2025-06-30	$37,311	1,035	+99.8%	Shares	Sole	2025-08-13
2025-03-31	$19,046	518	+6.6%	Shares	Sole	2025-05-28
2024-12-31	$16,781	486	+395.9%	Shares	Sole	2025-02-06
2024-09-30	$3,321	98	-70.5%	Shares	Sole	2024-11-12
2024-03-31	$13,246	332	+1085.7%	Shares	Sole	2024-05-14
2022-12-31	$906	28	-80.1%	Shares	Sole	2023-02-13
2022-03-31	$5,771	141	0.0%	Shares	Sole	2022-05-02
2021-12-31	$7,047	141	0.0%	Shares	Sole	2022-02-11
2021-09-30	$6,446	141	0.0%	Shares	Sole	2021-11-12
2021-06-30	$6,154	141	-2.1%	Shares	Sole	2021-08-12
2021-03-31	$5,359	144	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.