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Equibles

EVTC

EVERTEC, Inc.

Company with tickers: EVTC

CIK
1559865
CUSIP
30040P103
Shares Outstanding
61,620,344
13F Activity (30d)
87 filings 85 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 216
Total Value: $789,735,023
Total Shares: 27,984,945
Showing 1–100 of 217 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Superinvestors Holding EVTC

All superinvestors →
Ray Dalio $883,793 Mario Gabelli $474,137

Holder Concentration

Across 216 13F filers · Δ vs Dec 31, 2025
Top Holder
20.5%
Jun 2023 → Mar 2026 · range 14.7% – 22.9%
−2.4 pts
Top 5
51.8%
Jun 2023 → Mar 2026 · range 43.0% – 55.4%
+2.3 pts
Top 10
64.5%
Jun 2023 → Mar 2026 · range 57.6% – 69.1%
+1.1 pts
HHI
768
Jun 2023 → Mar 2026 · range 536 – 793
Broadly held−24

Quarterly Activity

vs Dec 31, 2025
New
38
Increased
87
Decreased
62
Sold Out
48
Unchanged
29
Holder count: -10
Institutional value: +18.9%
Shares held: +22.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega TWO SIGMA INVESTMENTS, LP +426,394 548,909
Large JONES FINANCIAL COMPANIES LLLP +352,579 352,698
Large Allianz Asset Management GmbH +199,509 318,708
Small LONE PEAK GLOBAL INVESTORS LLC +117,494 551,921
Large PANAGORA ASSET MANAGEMENT INC +111,287 348,022

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Pathstone Holdings, LLC −210,223 16,998
Mega AMERICAN CENTURY COMPANIES INC −177,070 5,049,513
Mega RAYMOND JAMES FINANCIAL INC −46,198 40,659
Mega Nuveen, LLC −44,816 219,495
Mega FIRST TRUST ADVISORS LP −35,407 44,442

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 6,199,580 $174,952,147
Mega VANGUARD FIDUCIARY TRUST CO 445,783 $12,579,996
Mid CX Institutional 209,864 $5,922,362
Large Walleye Capital LLC 82,851 $2,338,055
Mega SCHRODER INVESTMENT MANAGEMENT GROUP 67,661 $1,909,392

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Large LOOMIS SAYLES & CO L P 1,109,726 $32,281,929
Mid River Road Asset Management, LLC 980,239 $28,515,152
Large Qube Research & Technologies Ltd 396,612 $11,537,443
Large Connor, Clark & Lunn Investment Management Ltd. 146,793 $4,270,208
Mega UBS Group AG 106,509 $3,098,345
Filter: New 38 Increased 87 Reduced 62 Sold out 48 Unchanged 29
Showing 100 of 217
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega AMERICAN CENTURY COMPANIES INC $142,497,256 18.04% 5,049,513
Mega VANGUARD CAPITAL MANAGEMENT LLC $94,353,626 11.95% 3,343,502
Mega VANGUARD CAPITAL MANAGEMENT LLC $80,598,521 10.21% 2,856,078
Mega STATE STREET CORP $70,616,458 8.94% 2,502,355
Mega GEODE CAPITAL MANAGEMENT, LLC $43,418,332 5.50% 1,538,566
Mid NORTH STAR ASSET MANAGEMENT INC $22,739,308 2.88% 805,787
Mega NORTHERN TRUST CORP Bank $22,110,339 2.80% 783,499
Mega D. E. Shaw & Co., Inc. $18,613,798 2.36% 659,596
Large Clark Capital Management Group, Inc. $16,828,884 2.13% 596,346
Small LONE PEAK GLOBAL INVESTORS LLC $15,575,210 1.97% 551,921
Mega TWO SIGMA INVESTMENTS, LP $15,490,211 1.96% 548,909
Mega VANGUARD FIDUCIARY TRUST CO Bank $12,579,996 1.59% 445,783
Mega PRINCIPAL FINANCIAL GROUP INC $12,065,742 1.53% 427,560
Large NATIXIS ADVISORS, LLC $11,378,445 1.44% 403,205
Large JONES FINANCIAL COMPANIES LLLP $9,953,136 1.26% 352,698
Large PANAGORA ASSET MANAGEMENT INC $9,821,180 1.24% 348,022
Large Allianz Asset Management GmbH $8,993,939 1.14% 318,708
Mega ENVESTNET ASSET MANAGEMENT INC $7,521,843 0.95% 266,543
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC $7,350,096 0.93% 260,457
Mid PALISADE CAPITAL MANAGEMENT, LP $7,081,639 0.90% 250,944
Mid HEARTLAND ADVISORS INC $7,055,000 0.89% 250,000
Large Public Sector Pension Investment Board Pension $6,459,501 0.82% 228,898
Mega Nuveen, LLC $6,194,148 0.78% 219,495
Mid NICHOLAS COMPANY, INC. $6,069,839 0.77% 215,090
Mid CX Institutional $5,922,362 0.75% 209,864
Small SCHWERIN BOYLE CAPITAL MANAGEMENT INC $5,495,195 0.70% 194,727
Micro Alpine Peaks Capital, LP $5,311,116 0.67% 188,204
Small Aristides Capital LLC $5,253,435 0.67% 186,160
Mega RHUMBLINE ADVISERS $4,702,129 0.60% 166,624
Mega Legal & General Group Plc $4,547,878 0.58% 161,158
Mid Dana Investment Advisors, Inc. $4,202,211 0.53% 148,909
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $3,792,118 0.48% 134,377
Mega Swiss National Bank Bank $3,563,452 0.45% 126,274
Large GABELLI FUNDS LLC $3,433,527 0.43% 121,670
Large STIFEL FINANCIAL CORP $2,962,986 0.38% 104,996
Mid Willis Investment Counsel $2,680,900 0.34% 95,000
Large State of New Jersey Common Pension Fund D Pension $2,341,864 0.30% 82,986
Large Walleye Capital LLC $2,338,055 0.30% 82,851
Large SG Americas Securities, LLC Broker-Dealer $2,163,034 0.27% 76,649
Small Bridge City Capital, LLC $2,023,402 0.26% 71,701
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $1,909,392 0.24% 67,661
Large SEI INVESTMENTS CO $1,791,178 0.23% 63,472
Large MARSHALL WACE, LLP $1,752,545 0.22% 62,103
Mega DEUTSCHE BANK AG\ Bank $1,713,207 0.22% 60,709
Mega BNP PARIBAS ARBITRAGE, SA $1,689,192 0.21% 59,858
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,654,453 0.21% 58,627
Mega VANGUARD ASSET MANAGEMENT, Ltd $1,610,910 0.20% 57,084
Large Creative Planning $1,516,655 0.19% 53,744
Large ExodusPoint Capital Management, LP $1,470,685 0.19% 52,115
Large CANADA LIFE ASSURANCE Co Insurance $1,456,490 0.18% 51,612
Large TUDOR INVESTMENT CORP ET AL $1,420,030 0.18% 50,320
Mid Lombard Odier Asset Management (Europe) Ltd $1,411,000 0.18% 50,000
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $1,406,879 0.18% 49,854
Mega CITIGROUP INC $1,386,024 0.18% 49,115
Large State of Tennessee, Department of Treasury $1,343,102 0.17% 47,594
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,314,205 0.17% 46,570
Mega FIRST TRUST ADVISORS LP $1,254,153 0.16% 44,442
Small Jackson Creek Investment Advisors LLC $1,211,992 0.15% 42,948
Mega LPL Financial LLC $1,187,723 0.15% 42,088
Large DAVENPORT & Co LLC $1,150,275 0.15% 40,761
Mega RAYMOND JAMES FINANCIAL INC $1,147,396 0.15% 40,659
Small Wakefield Asset Management LLLP $1,126,090 0.14% 39,904
Mid Penserra Capital Management LLC $1,095,387 0.14% 38,816
Large Corient Private Wealth LLC $1,089,150 0.14% 38,595
Mid Engineers Gate Manager LP $1,065,192 0.13% 37,746
Large MetLife Investment Management, LLC $989,957 0.13% 35,080
Large Trexquant Investment LP $976,891 0.12% 34,617
Mid State of Alaska, Department of Revenue $971,304 0.12% 34,419
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $947,938 0.12% 33,591
Mid Illinois Municipal Retirement Fund Pension $915,118 0.12% 32,428
Large Bridgewater Associates, LP $883,793 0.11% 31,318
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $851,538 0.11% 30,175
Mid Louisiana State Employees Retirement System Pension $801,448 0.10% 28,400
Large Vident Advisory, LLC $796,735 0.10% 28,233
Mid Campbell & CO Investment Adviser LLC $794,110 0.10% 28,140
Large Squarepoint Ops LLC $779,521 0.10% 27,623
Small GLOBEFLEX CAPITAL L P $738,856 0.09% 26,182
Mid Horizon Investments, LLC $725,959 0.09% 25,725
Mega Vanguard Global Advisers, LLC $725,903 0.09% 25,723
Large KLP KAPITALFORVALTNING AS $708,322 0.09% 25,100
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $671,889 0.09% 23,809
Large Quantinno Capital Management LP $641,638 0.08% 22,737
Small Counterpoint Mutual Funds LLC Mutual Fund $570,241 0.07% 20,207
Small Mitsubishi UFJ Asset Management (UK) Ltd. $564,400 0.07% 20,000
Mid Snowden Capital Advisors LLC $562,142 0.07% 19,920
Small Avior Wealth Management, LLC $555,059 0.07% 19,669
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $530,789 0.07% 18,809
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $526,726 0.07% 18,665
Small FOX RUN MANAGEMENT, L.L.C. $522,323 0.07% 18,509
Large AMALGAMATED BANK Bank $520,094 0.07% 18,430
Large Mariner, LLC $520,066 0.07% 18,429
Large Police & Firemen's Retirement System of New Jersey Pension $502,372 0.06% 17,802
Mid Diversified Trust Co Bank $500,509 0.06% 17,736
Mid Smith Group Asset Management, LLC $499,409 0.06% 17,697
Large ARIZONA STATE RETIREMENT SYSTEM Pension $497,490 0.06% 17,629
Large BANCO BILBAO VIZCAYA ARGENTARIA, S.A. $496,672 0.06% 17,600
Large FIFTH THIRD BANCORP Bank $485,186 0.06% 17,193
Large IEQ CAPITAL, LLC $482,308 0.06% 17,091
Small Diametric Capital, LP $481,546 0.06% 17,064
Large Pathstone Holdings, LLC $479,683 0.06% 16,998

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