EvertecEVTC
13F holders, Q1 2025 (March 31)253holders +7
35new positions
27sold out
6famous investors
$36.77avg. 13F price*
At the end of Q1 2025, 253 institutions reported holding Evertec Inc. (EVTC) in their 13F filings, up 7 from Q4 2024. 35 opened new positions and 27 sold out. The largest holders were FMR LLC ($350.4M), BlackRock, Inc. ($349.2M) and Vanguard Group Inc. ($262.3M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Evertec Inc.
- CUSIP
- 30040P103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.7M |
| Exits | 27 | $26.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,696,477 shares bought and 3,122,108 shares sold, net −1,425,631 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 253 holders
| FMR LLC | 0.02% | Reduce -0.1% | 9,530,792 | $350.4M |
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 9,496,142 | $349.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.0% | 7,133,522 | $262.3M |
| American Century Companies Inc. | 0.10% | Reduce -1.1% | 4,512,227 | $165.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.31% | Add +1.9% | 3,473,953 | $127.7M |
| State Street Corp. | 0.00% | Reduce -6.2% | 2,450,697 | $90.1M |
| Victory Capital Management Inc. | 0.08% | Reduce -1.6% | 1,967,622 | $72.3M |
| River Road Asset Management, LLC | 0.94% | Reduce -1.9% | 1,874,607 | $68.9M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.5% | 1,554,389 | $57.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 1,467,272 | $54.0M |
| Loomis Sayles & Co. L P | 0.07% | Reduce -2.1% | 1,220,297 | $44.9M |
| Fuller & Thaler Asset Management, Inc. | 0.17% | Add +3.0% | 1,155,394 | $42.5M |
| Northern Trust Corp. | 0.01% | Add +7.1% | 907,660 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Add +53.1% | 871,051 | $32.0M |
| North Star Asset Management Inc. | 1.37% | Add +2.7% | 815,816 | $30.0M |
| Morgan Stanley | 0.00% | Reduce -4.4% | 690,968 | $25.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.7% | 631,877 | $23.2M |
| Sei Investments Co. | 0.03% | Add +5.3% | 605,450 | $22.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.6% | 580,500 | $21.3M |
| Natixis Advisors, LLC | 0.04% | Reduce -1.9% | 567,716 | $20.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.8% | 517,250 | $19.0M |
| DF Dent & Co. Inc. | 0.21% | Reduce -0.3% | 433,158 | $15.9M |
| Lone Peak Global Investors LLC | 3.20% | Reduce -0.1% | 422,551 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 405,849 | $14.9M |
| D. E. Shaw & Co. | 0.02% | Add +49.2% | 394,520 | $14.5M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 375,225 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 332,121 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Add +0.0% | 325,912 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 317,649 | $11.7M |
| Palisade Capital Management, LP | 0.38% | Reduce -0.9% | 315,071 | $11.6M |
| Invenomic Capital Management LP | 0.54% | Add +5.3% | 290,508 | $10.7M |
| Renaissance Technologies | 0.01% | Reduce -14.1% | 240,926 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.1% | 236,684 | $8.7M |
| LSV Asset Management | 0.02% | Reduce -6.6% | 230,800 | $8.5M |
| Clark Capital Management Group, Inc. | 0.06% | Add +16.9% | 230,083 | $8.5M |
| Bank of America Corp. | 0.00% | Add +109.5% | 223,743 | $8.2M |
| Schwerin Boyle Capital Management Inc. | 0.82% | No change | 217,550 | $8.0M |
| Two Sigma Investments, LP | 0.02% | Reduce -22.2% | 217,060 | $8.0M |
| Nicholas Company, Inc. | 0.14% | Add +0.1% | 216,075 | $7.9M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -22.5% | 211,625 | $7.8M |
| Public Sector Pension Investment Board | 0.03% | Add +27.3% | 201,708 | $7.4M |
| Nuveen, LLC | 0.00% | — | 195,700 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.4% | 173,523 | $6.4M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 172,650 | $6.3M |
| Alpine Peaks Capital, LP | 5.53% | Reduce -3.2% | 166,798 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.2% | 147,108 | $5.4M |
| Keeley-Teton Advisors, LLC | 0.64% | Reduce -2.8% | 142,474 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +184.6% | 133,714 | $4.9M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.3% | 128,904 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -85.7% | 127,584 | $4.7M |
| Swiss National Bank | 0.00% | Reduce -2.0% | 123,274 | $4.5M |
| Norges Bank | 0.00% | Reduce -39.7% | 114,705 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.0% | 110,600 | $4.1M |
| Heartland Advisors Inc. | 0.23% | No change | 110,000 | $4.0M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 99,364 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 96,651 | $3.6M |
| Aristides Capital LLC | 1.21% | Add +21.5% | 88,344 | $3.2M |
| Barclays PLC | 0.00% | Reduce -26.7% | 87,093 | $3.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -3.6% | 86,763 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.0% | 86,721 | $3.2M |
| UBS Group AG | 0.00% | Reduce -50.7% | 83,786 | $3.1M |
| Millennium Management | 0.00% | Add +230.1% | 83,449 | $3.1M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 82,834 | $3.0M |
| Citadel Advisors | 0.00% | Add +133.6% | 82,397 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -35.2% | 81,365 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +19.6% | 77,849 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.4% | 76,365 | $2.8M |
| F/m Investments LLC | 0.10% | Reduce -1.5% | 70,171 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -9.0% | 69,470 | $2.6M |
| Bridge City Capital, LLC | 0.76% | Reduce -0.4% | 68,485 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -3.5% | 62,157 | $2.3M |
| Penserra Capital Management LLC | 0.04% | Add +0.1% | 61,781 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 58,742 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.4% | 58,622 | $2.2M |
| Sapience Investments, LLC | 1.46% | Reduce -15.4% | 55,556 | $2.0M |
| Polaris Capital Management, LLC | 0.11% | Reduce -10.9% | 53,900 | $2.0M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -16.9% | 53,533 | $2.0M |
| Algert Global LLC | 0.05% | Reduce -45.3% | 53,203 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -9.0% | 53,127 | $2.0M |
| Redwood Investments, LLC | 0.70% | Reduce -3.8% | 50,921 | $1.9M |
| First Trust Advisors LP | 0.00% | Add +6.2% | 50,542 | $1.9M |
| Creative Planning | 0.00% | Add +0.1% | 44,851 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Add +16.7% | 43,618 | $1.6M |
| QSV Equity Investors LLC | 1.61% | Reduce -0.2% | 42,209 | $1.6M |
| New York State Teachers Retirement System | 0.00% | No change | 41,744 | $1.5M |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.80% | No change | 40,000 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 39,812 | $1.5M |
| Zacks Investment Management | 0.01% | Add +4.0% | 39,488 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.4% | 38,941 | $1.4M |
| Willis Investment Counsel | 0.09% | Add +9.9% | 38,022 | $1.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.3% | 37,915 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 37,786 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.2% | 36,783 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +24.2% | 36,779 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.5% | 35,248 | $1.3M |
| Amundi | 0.00% | Reduce -18.7% | 35,315 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.9% | 33,523 | $1.2M |
| Corebridge Financial, Inc. | 0.01% | Reduce -3.0% | 33,258 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 33,031 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 32,838 | $1.2M |
"% of holder's portfolio" is EVTC's weight in each manager's 13F, not the share of Evertec Inc. the manager owns.