Who owns EVERTEC (EVTC)
Which tracked institutional funds hold EVTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EVTC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
52 tracked funds added or opened EVTC while 61 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EVTC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EVTC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EVTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 232 tracked filers holding EVTC, 125 increased or opened the position and 142 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EVTC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Invenomic Capital Management LP$6M
- PICTON MAHONEY ASSET MANAGEMENT$2M
- EXCHANGE TRADED CONCEPTS, LLC$2M
- Tweedy, Browne Co LLC$2M
- ALLSTATE CORP$1M
- Quantbot Technologies LP$852K
Full exits 26
- LOOMIS SAYLES & CO L P$29M
- NATIXIS ADVISORS, LLC$11M
- Qube Research & Technologies Ltd$9M
- CX Institutional$6M
- NORGES BANK$4M
- BALYASNY ASSET MANAGEMENT L.P.$4M
Largest adds
- BlackRock, Inc.$65M
- HEARTLAND ADVISORS INC$16M
- AQR CAPITAL MANAGEMENT LLC$15M
- PRICE T ROWE ASSOCIATES INC /MD/$8M
- AMERIPRISE FINANCIAL INC$7M
- FULLER & THALER ASSET MANAGEMENT, INC.$5M
Largest trims
- FMR LLC$17M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$11M
- D. E. Shaw & Co., Inc.$8M
- MILLENNIUM MANAGEMENT LLC$6M
- MORGAN STANLEY$5M
- DIMENSIONAL FUND ADVISORS LP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,161,745 | $255M | 15.5% | 2026-Q2 |
| FMR LLC trimmed | 8,798,971 | $244M | 14.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 5,189,201 | $144M | 8.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,961,258 | $110M | 6.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,765,581 | $77M | 4.7% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,713,930 | $75M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 2,604,668 | $72M | 4.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 2,059,589 | $57M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,569,390 | $44M | 2.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,426,463 | $40M | 2.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 949,585 | $26M | 1.6% | 2026-Q2 |
| HEARTLAND ADVISORS INC added | 840,400 | $23M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 830,620 | $23M | 1.4% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC added | 809,545 | $22M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 793,795 | $22M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 758,026 | $21M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 708,230 | $20M | 1.2% | 2026-Q2 |
| LONE PEAK GLOBAL INVESTORS LLC added | 584,685 | $16M | 1.0% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 562,394 | $16M | 0.9% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 472,642 | $13M | 0.8% | 2026-Q2 |
| Boston Partners trimmed | 464,865 | $13M | 0.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 462,835 | $13M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 457,153 | $13M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 444,153 | $12M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 425,964 | $12M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 409,440 | $11M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 404,343 | $11M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 394,044 | $11M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 378,347 | $11M | 0.6% | 2026-Q2 |
| Allianz Asset Management GmbH | 318,708 | $9M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 282,036 | $8M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 261,719 | $7M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 256,887 | $7M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 239,885 | $7M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 224,658 | $6M | 0.4% | 2026-Q2 |
| NICHOLAS COMPANY, INC. | 215,090 | $6M | 0.4% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 212,922 | $6M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 211,721 | $6M | 0.4% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 210,799 | $6M | 0.4% | 2026-Q2 |
| Aristides Capital LLC added | 201,170 | $6M | 0.3% | 2026-Q2 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 194,727 | $5M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 188,256 | $5M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 174,748 | $5M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 170,041 | $5M | 0.3% | 2026-Q2 |
| Alpine Peaks Capital, LP trimmed | 163,126 | $5M | 0.3% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 162,140 | $5M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 157,598 | $4M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 155,750 | $4M | 0.3% | 2026-Q2 |
| Willis Investment Counsel added | 150,575 | $4M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 146,352 | $4M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 143,070 | $4M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 138,041 | $4M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 136,705 | $4M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 132,113 | $4M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 131,747 | $4M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 130,772 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 127,739 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 123,674 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 123,452 | $3M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 122,206 | $3M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 116,664 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 93,508 | $3M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 88,677 | $2M | 0.1% | 2026-Q2 |
| Tweedy, Browne Co LLC new | 88,487 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 88,487 | $2M | 0.1% | 2026-Q2 |
| Creative Planning added | 85,420 | $2M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 83,418 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 79,128 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 74,705 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 74,225 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 73,508 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 70,704 | $2M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 70,639 | $2M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 70,323 | $2M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 61,450 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 60,091 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 57,123 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 55,035 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 52,133 | $1M | 0.1% | 2026-Q2 |
| Man Group plc added | 51,751 | $1M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 50,287 | $1M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 48,232 | $1M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 48,176 | $1M | 0.1% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 40,644 | $1M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 40,020 | $1M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 39,683 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 38,369 | $1M | 0.1% | 2026-Q2 |
| ALLSTATE CORP new | 37,058 | $1M | 0.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 36,000 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 35,884 | $997K | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 35,809 | $995K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 35,762 | $993K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 34,695 | $964K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 32,766 | $909K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,647 | $879K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 31,206 | $867K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 30,931 | $859K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 30,655 | $852K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 30,456 | $846K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 30,303 | $842K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.