EVERTEC INC EVTC
COM · Common Stock · CUSIP 30040P103 · ISIN PR30040P1032
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersRio Piedras, PR
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 64.0m as of 2025-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $29.09. Options: 1 managers hold calls ($11.6k notional), 0 hold puts (—).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 249 |
| Q4 2022 | 249 |
| Q1 2023 | 249 |
| Q2 2023 | 236 |
| Q3 2023 | 256 |
| Q4 2023 | 264 |
| Q1 2024 | 259 |
| Q2 2024 | 245 |
| Q3 2024 | 249 |
| Q4 2024 | 248 |
| Q1 2025 | 254 |
| Q2 2025 | 267 |
| Q3 2025 | 270 |
| Q4 2025 | 268 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 102 | 143 |
| Q2 2024 | 102 | 140 |
| Q3 2024 | 95 | 130 |
| Q4 2024 | 96 | 119 |
| Q1 2025 | 118 | 123 |
| Q2 2025 | 129 | 124 |
| Q3 2025 | 124 | 145 |
| Q4 2025 | 134 | 136 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $411.8k | $91.9k | 0.22 |
| Q2 2025 | $324.4k | $0 | 0.00 |
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $11.6k | $0 | 0.00 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.2m |
| AMERICAN CENTURY COMPANIES INC | Added | +332.6k |
| D. E. Shaw & Co., Inc. | Added | +255.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +172.1k |
| Point72 Asset Management, L.P. | Added | +170.4k |
| Clark Capital Management Group, Inc. | Added | +162.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +162.3k |
| CITADEL ADVISORS LLC | Added | +123.3k |
| Allianz Asset Management GmbH | New | +119.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +93.0k |
Biggest sellers
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.5m |
| River Road Asset Management, LLC | Reduced | -836.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -498.3k |
| JPMORGAN CHASE & CO | Reduced | -441.2k |
| AMERIPRISE FINANCIAL INC | Reduced | -249.5k |
| Invenomic Capital Management LP | Sold out | -247.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -145.9k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -99.7k |
| Pathstone Holdings, LLC | Reduced | -96.7k |
| MARSHALL WACE, LLP | Reduced | -83.2k |
Biggest calls
| GROUP ONE TRADING LLC | New | $11.6k400 shares |
Biggest puts
| None |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 14.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.5%, 2026-02-13)
Insider purchases and sales in Q4 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 2 | $6.5m | — |
| Q2 2024 | 0 | — | 1 | $403.1k | — |
| Q3 2024 | 0 | — | 3 | $3.3m | — |
| Q4 2024 | 0 | — | 5 | $3.7m | — |
| Q1 2025 | 0 | — | 4 | $4.6m | — |
| Q2 2025 | 0 | — | 5 | $2.7m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 9.6m $279.2m | Added +321 |
| BlackRock, Inc. 0.00% of their portfolio | 9.3m $270.0m | Added +72.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.1m $206.8m | Reduced -58.9k |
| AMERICAN CENTURY COMPANIES INC 0.08% of their portfolio | 5.2m $152.0m | Added +332.6k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.22% of their portfolio | 2.9m $83.5m | Reduced -498.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.4m $70.7m | Reduced -23.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.12% of their portfolio | 2.3m $67.9m | Added +1.2m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.6m $45.8m | Added +61.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $44.9m | Added +1.1k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.1m $32.3m | Reduced -51.8k |
| River Road Asset Management, LLC 0.31% of their portfolio | 980.2k $28.5m | Reduced -836.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 848.6k $24.7m | Added +162.3k |
| NORTH STAR ASSET MANAGEMENT INC 0.95% of their portfolio | 809.0k $23.5m | Added +3.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 718.3k $20.9m | Reduced -52.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 708.7k $20.6m | Added +53.3k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 694.7k $20.2m | Added +255.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 652.5k $19.0m | Added +7.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 601.3k $17.5m | Reduced -249.5k |
| MORGAN STANLEY 0.00% of their portfolio | 539.7k $15.7m | Added +52.8k |
| Clark Capital Management Group, Inc. 0.09% of their portfolio | 525.2k $15.3m | Added +162.5k |
| Boston Partners 0.01% of their portfolio | 496.6k $14.5m | Reduced -30.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 464.2k $13.5m | Reduced -32.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 450.0k $13.1m | Reduced -46.3k |
| LONE PEAK GLOBAL INVESTORS LLC 2.15% of their portfolio | 434.4k $12.6m | Reduced -2.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 396.6k $11.5m | Added +56.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 367.2k $10.7m | Added +17.2k |
| NATIXIS ADVISORS, LLC 0.01% of their portfolio | 353.6k $10.3m | Reduced -42.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 326.9k $9.5m | Reduced -441.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 285.7k $8.3m | Added +172.1k |
| PALISADE CAPITAL MANAGEMENT, LP 0.23% of their portfolio | 265.1k $7.7m | Reduced -37.7k |
| Nuveen, LLC 0.00% of their portfolio | 264.3k $7.7m | Added +17.7k |
| HEARTLAND ADVISORS INC 0.37% of their portfolio | 237.5k $6.9m | Added +37.5k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 236.7k $6.9m | Added +68.7k |
| Pathstone Holdings, LLC 0.03% of their portfolio | 227.2k $6.6m | Reduced -96.7k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 221.4k $6.4m | Reduced -28.2k |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC 0.69% of their portfolio | 217.6k $6.3m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 216.6k $6.3m | Added +9.9k |
| NICHOLAS COMPANY, INC. 0.11% of their portfolio | 216.1k $6.3m | Added +170 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 193.8k $5.6m | Added +123.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 185.3k $5.4m | Reduced -99.7k |
| Alpine Peaks Capital, LP 4.99% of their portfolio | 179.7k $5.2m | Reduced -11.1k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 174.0k $5.1m | Added +170.4k |
| Legal & General Group Plc 0.00% of their portfolio | 173.7k $5.1m | Reduced -3.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 163.4k $4.8m | Reduced -14.5k |
| Invesco Ltd. 0.00% of their portfolio | 160.8k $4.7m | Reduced -77 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 151.3k $4.4m | Added +18.2k |
| BARCLAYS PLC 0.00% of their portfolio | 147.1k $4.3m | Added +13.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 146.8k $4.3m | Added +34.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 143.9k $4.2m | Added +72.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 134.4k $3.9m | Unchanged |
| Aristides Capital LLC 1.35% of their portfolio | 134.2k $3.9m | Added +15.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 130.9k $3.8m | Reduced -145.9k |
| Dana Investment Advisors, Inc. 0.11% of their portfolio | 126.3k $3.7m | Added +44.0k |
| Swiss National Bank 0.00% of their portfolio | 126.3k $3.7m | Added +2.3k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 123.5k $3.6m | Added +51.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 122.5k $3.6m | Reduced -35.6k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 121.7k $3.5m | Unchanged |
| Allianz Asset Management GmbH 0.00% of their portfolio | 119.2k $3.5m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 114.2k $3.3m | Added +33.4k |
| UBS Group AG 0.00% of their portfolio | 106.5k $3.1m | Added +40.5k |
| F/m Investments LLC 0.11% of their portfolio | 98.4k $2.9m | Reduced -2.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 93.5k $2.7m | Added +93.0k |
| Willis Investment Counsel 0.14% of their portfolio | 90.4k $2.6m | Added +26.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 86.9k $2.5m | Reduced -54.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 85.7k $2.5m | Added +50.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 79.8k $2.3m | Added +39.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 79.0k $2.3m | Reduced -14.1k |
| Lombard Odier Asset Management (Europe) Ltd 0.11% of their portfolio | 77.0k $2.2m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 75.5k $2.2m | Added +16.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 73.3k $2.1m | Added +35.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.1k $2.1m | Unchanged |
| Bridge City Capital, LLC 0.62% of their portfolio | 72.2k $2.1m | Reduced -11.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 67.7k $2.0m | Added +882 |
| CITIGROUP INC 0.00% of their portfolio | 66.4k $1.9m | Added +33.5k |
| Polaris Capital Management, LLC 0.16% of their portfolio | 64.7k $1.9m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 59.1k $1.7m | Reduced -56 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 54.4k $1.6m | Added +3.6k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 54.3k $1.6m | Reduced -16.1k |
| Creative Planning 0.00% of their portfolio | 52.5k $1.5m | Reduced -721 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 48.6k $1.4m | Reduced -628 |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 47.6k $1.4m | Added +17.4k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 45.8k $1.3m | Added +3.1k |
| Jackson Creek Investment Advisors LLC 0.38% of their portfolio | 44.0k $1.3m | Reduced -2.4k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 44.0k $1.3m | Reduced -2.2k |
| Penserra Capital Management LLC 0.02% of their portfolio | 43.8k $1.3m | Reduced -4.8k |
| SG Americas Securities, LLC 0.00% of their portfolio | 42.5k $1.2m | Added +34.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 42.3k $1.2m | Added +1.7k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.30% of their portfolio | 42.0k $1.2m | Unchanged |
| Engineers Gate Manager LP 0.01% of their portfolio | 41.8k $1.2m | Added +32.0k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 41.6k $1.2m | Reduced -16.7k |
| LPL Financial LLC 0.00% of their portfolio | 39.5k $1.1m | Added +4.8k |
| Wakefield Asset Management LLLP 0.31% of their portfolio | 39.0k $1.1m | New |
| Legato Capital Management LLC 0.10% of their portfolio | 38.1k $1.1m | Added +15.9k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 37.6k $1.1m | Reduced -18.5k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 37.0k $1.1m | Reduced -1.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 35.5k $1.0m | New |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 35.2k $1.0m | Added +384 |
| DAVENPORT & Co LLC 0.01% of their portfolio | 35.1k $1.0m | Reduced -4.6k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 35.1k $1.0m | Reduced -375 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 34.3k $999.0k | Reduced -250 |