Security record · archived quarter
EVTC
EVERTEC, Inc. · Industrials · Specialty Business Services
101Tracked holders
-1Δ holders
48.89MShares held
$1.38BReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -1.0% ·
share flow +0.9% ·
net new positions -1.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 17.85K | $523,631 | n/a | n/a |
| Q2 2026 | 97 | 0 | 46.53M | $1.29B | +7 | −8 |
| Q1 2026 | 101 | -1 | 48.89M | $1.38B | +4 | −5 |
| Q4 2025 | 101 | 0 | 52.63M | $1.53B | n/a | n/a |
| Q3 2025 | 19 | +1 | 33.91M | $1.15B | +1 | −1 |
| Q2 2025 | 16 | 0 | 32.01M | $1.15B | +1 | −1 |
| Q1 2025 | 13 | +3 | 5.74M | $211.24M | +3 | n/a |
| Q4 2024 | 10 | -1 | 5.76M | $199.02M | n/a | −1 |
| Q3 2024 | 10 | 0 | 3.61M | $122.29M | n/a | n/a |
| Q2 2024 | 10 | n/a | 3.68M | $122.38M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.30M | +0.2% | $262.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 2 | Fidelity (FMR) ✦ | 9.26M | -3.5% | $261.24M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | American Century Companies Inc | 5.05M | -3.4% | $142.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Kayne Anderson Rudnick Investment… | 3.06M | +6.7% | $86.37M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Vanguard Capital Management Llc | 2.86M | n/a | $80.60M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 2.50M | +2.9% | $70.62M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 1.57M | -0.5% | $44.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Geode Capital Management ✦ (passive) | 1.54M | -0.4% | $43.43M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 9 | Loomis Sayles & Co L P | 1.02M | -7.7% | $28.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Northern Trust Corp | 783.50K | +9.1% | $22.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 11 | Charles Schwab Investment… | 781.05K | +10.2% | $22.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 662.67K | +1.6% | $18.70M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 13 | D. E. Shaw & Co. ✦ | 659.60K | -5.1% | $18.61M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 14 | Morgan Stanley ✦ | 644.98K | +19.5% | $18.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Millennium Management ✦ | 603.96K | -28.8% | $17.04M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 578.98K | -3.7% | $16.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 548.91K | +348.0% | $15.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Boston Partners | 479.90K | -3.4% | $13.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 457.43K | -1.5% | $12.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 20 | Principal Financial Group Inc | 427.56K | +16.4% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Wells Fargo & Company/Mn | 384.03K | -14.7% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Jones Financial Companies Lllp | 352.70K | +296284.9% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Qube Research & Technologies Ltd | 336.29K | -15.2% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 332.39K | +53.5% | $9.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Allianz Asset Management GmbH | 318.71K | +167.4% | $8.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 309.63K | +104.7% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Envestnet Asset Management Inc | 266.54K | +43.9% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | UBS Group AG | 239.02K | +124.4% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | JPMorgan Chase ✦ | 234.91K | -28.1% | $6.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Nuveen, LLC | 219.50K | -17.0% | $6.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Invesco Ltd. | 178.37K | +10.9% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 32 | Rhumbline Advisers | 166.62K | +2.0% | $4.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 161.59K | +373.1% | $4.56M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 34 | Legal & General Group Plc | 161.16K | -7.2% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Balyasny Asset Management L.P. | 139.42K | +12.9% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | New York State Common Retirement… | 134.38K | 0.0% | $3.79M | 0.0% | Held | 2 | SEC ↗ |
| 37 | Swiss National Bank | 126.27K | 0.0% | $3.56M | 0.0% | Held | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 108.10K | -24.9% | $3.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Arrowstreet Capital ✦ | 105.01K | +22.5% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Stifel Financial Corp | 105.00K | -8.1% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Renaissance Technologies ✦ | 92.24K | -29.6% | $2.60M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 42 | Prudential Financial Inc | 83.34K | +5.5% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Alliancebernstein L.P. | 74.70K | +2.2% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Schroder Investment Management Group | 67.66K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Sei Investments Co | 63.47K | +293.5% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Marshall Wace ✦ | 62.10K | +291.7% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 47 | Jennison Associates Llc | 60.93K | +62.1% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 60.71K | +11.6% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Bnp Paribas Financial Markets | 59.86K | +41.3% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | California State Teachers… | 58.63K | -0.8% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Barclays Plc | 55.83K | -62.1% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Creative Planning | 53.74K | +2.3% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Tudor Investment Corp Et Al | 50.32K | +20.9% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Citigroup Inc | 49.12K | -26.0% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | First Trust Advisors Lp | 44.44K | -44.3% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 42.11K | -78.3% | $1.19M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 57 | LPL Financial LLC | 42.09K | +6.6% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Raymond James Financial Inc | 40.66K | -53.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Connor, Clark & Lunn Investment… | 40.61K | -72.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Corient Private Wealth LP | 38.59K | -47.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Royal Bank Of Canada | 34.82K | +1.4% | $983,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 62 | Susquehanna International Group, Llp | 33.59K | +100.2% | $947,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Victory Capital Management Inc | 32.30K | +3.7% | $911,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Bridgewater Associates ✦ | 31.32K | New | $883,794 | 0.0% | New | 1 | SEC ↗ |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 30.18K | +0.8% | $851,539 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Squarepoint Ops LLC | 27.62K | -22.1% | $779,521 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 27.26K | 0.0% | $770,288 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 23.81K | -0.8% | $671,890 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 22.74K | +185.9% | $641,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | GAMCO Investors ✦ | 20.23K | +24.1% | $570,862 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | Zurcher Kantonalbank (Zurich… | 18.81K | -19.4% | $530,790 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | State Board Of Administration Of… | 18.66K | -12.9% | $526,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 18.43K | +79.8% | $520,044 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Fifth Third Bancorp | 17.19K | +10383.5% | $485,174 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 16.37K | -12.6% | $461,915 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 76 | Canada Pension Plan Investment Board | 15.10K | 0.0% | $426,122 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Mml Investors Services, Llc | 15.04K | +12.4% | $424,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Amundi | 14.86K | +14.6% | $419,349 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 14.61K | +64.9% | $412,357 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 80 | Truist Financial Corp | 13.81K | +32.6% | $389,718 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 81 | Cetera Investment Advisers | 13.08K | +6.2% | $369,065 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Allspring Global Investments… | 12.74K | +12.0% | $354,244 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Lido Advisors, LLC | 12.40K | +35.4% | $349,880 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 84 | Universal- Beteiligungs- und… | 11.71K | -48.9% | $330,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Voya Investment Management Llc | 11.60K | -2.1% | $327,465 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Pictet Asset Management Holding SA | 10.61K | +19.7% | $299,527 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 10.01K | -20.0% | $282,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Man Group plc | 9.82K | New | $277,121 | 0.0% | New | 1 | SEC ↗ ×2 |
| 89 | Mercer Global Advisors Inc /Adv | 8.41K | New | $237,219 | 0.0% | New | 1 | SEC ↗ |
| 90 | Mackenzie Financial Corp | 8.38K | -30.7% | $236,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Cerity Partners LLC | 8.34K | New | $235,351 | 0.0% | New | 1 | SEC ↗ ×2 |
| 92 | Cwm, Llc | 8.07K | +435.6% | $227,623 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Ensign Peak Advisors, Inc | 5.46K | 0.0% | $154,081 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Simplex Trading, Llc | 1.81K | +5933.3% | $51,078 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 1.51K | +175.6% | $42,693 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | BNP Paribas Asset Management… | 657 | -99.3% | $18,541 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Pacer Advisors, Inc. | 544 | +59.1% | $15,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Assetmark, Inc | 387 | +460.9% | $10,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 352 | +3811.1% | $9,933 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Rockefeller Capital Management L.P. | 274 | -50.1% | $7,744 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $883,794 | 0.0% |
| Man Group plc | $277,121 | 0.0% |
| Mercer Global Advisors Inc… | $237,219 | 0.0% |
| Cerity Partners LLC | $235,351 | 0.0% |
Exited
| Point72 Asset Management | $5.06M | was 0.0% |
| Hrt Financial Lp | $555,000 | was 0.0% |
| Franklin Resources Inc | $213,404 | was 0.0% |
| Danske Bank A/S | $11,636 | was 0.0% |
| Northwestern Mutual Wealth… | $436 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 258 holders, 61.84M shares, $1.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 03
Polak Aldo J.
Director · 1.09K sh · $33,228
Aug 28
Polak Aldo J.
Director · 1.00K sh · $30,090
Aug 21
Polak Aldo J.
Director · 1.00K sh · $29,800
Aug 14
Perez-Surillo Paola
Officer · 17.49K sh · $551,888
Aug 12
Viglianco Diego
Officer · 27.57K sh · $835,969
Aug 11
Polak Aldo J.
Director · 1.00K sh · $29,500
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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