EVERTEC Ownership | Who Owns EVERTEC?
EVERTEC Ownership Summary
EVERTEC is owned by 54.03% institutional investors, 0.83% insiders, and 45.14% retail investors. Fmr is the largest institutional shareholder, holding 14.99% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.33% of its assets in EVERTEC shares.
EVTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EVERTEC | 54.03% | 0.83% | 45.14% |
| Sector | Technology Stocks | 35.36% | 13.13% | 51.51% |
| Idea | POS Stocks List | 47.16% | 5.68% | 47.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 9.60M | 14.99% | $324.19M |
| Blackrock | 9.59M | 14.89% | $318.97M |
| Blackrock funding, inc. /de | 9.28M | 14.50% | $270.02M |
| Vanguard group | 7.11M | 11.10% | $206.78M |
| American century companies | 4.89M | 7.64% | $165.32M |
| Kayne anderson rudnick investment management | 3.37M | 5.26% | $113.75M |
| State street | 2.43M | 3.80% | $70.74B |
| Dimensional fund advisors lp | 1.57M | 2.48% | $44.19M |
| Geode capital management | 1.54M | 2.41% | $44.94M |
| Victory capital management | 1.51M | 2.35% | $50.88M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alpine peaks capital, lp | 190.80K | 5.60% | $6.45M |
| Clifford capital partners | 436.71K | 2.55% | $14.75M |
| Qsv equity investors | 28.54K | 1.23% | $830.17K |
| North star asset management | 805.79K | 0.99% | $22.74M |
| Schwerin boyle capital management | 217.55K | 0.69% | $6.33M |
| Aristides capital | 134.22K | 0.69% | $3.90M |
| Bridge city capital | 72.22K | 0.62% | $2.10M |
| Keeley-teton advisors | 146.58K | 0.59% | $5.06M |
| Redwood investments | 52.93K | 0.49% | $1.83M |
| Bares capital management | 285.00K | 0.46% | $9.48M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 445.78K | 0.00% | 445.78K |
| American century companies | 4.89M | 0.08% | 335.64K |
| Bank of america corp /de/ | 851.32K | 0.00% | 315.53K |
| Cx institutional | 209.86K | 0.18% | 209.86K |
| Norges bank | 190.21K | 0.00% | 190.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | - | - | -1.40M |
| River road asset management | - | - | -980.24K |
| Sunriver management | - | - | -879.62K |
| Canada pension plan investment board | - | - | -504.37K |
| One fin capital management lp | - | - | -350.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 445.78K | 0.00% | 445.78K | $12.58M |
| Cx institutional | 209.86K | 0.18% | 209.86K | $5.92M |
| Norges bank | 190.21K | 0.00% | 190.21K | $6.57M |
| Allianz asset management gmbh | 119.20K | 0.00% | 119.20K | $3.47M |
| Axa investment managers | 102.10K | 0.01% | 102.10K | $3.45M |
Sold Out
| Holder | Change |
|---|---|
| Jfs wealth advisors | -1.00 |
| Tfc financial management | -1.00 |
| Dinuzzo private wealth | -3.00 |
| Capital performance advisors llp | -4.00 |
| Advisornet financial | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 188 | -30.37% | 34,596,347 | -45.51% | 54 | 0.55% | 90 | -31.30% | 69 | -33.65% |
| Sep 30, 2025 | 256 | -0.78% | 63,369,879 | 1.34% | 98 | 1.04% | 125 | -3.10% | 101 | 5.21% |
| Jun 30, 2025 | 264 | 4.35% | 63,928,697 | 0.53% | 99 | 1.00% | 132 | 10.00% | 98 | 1.03% |
| Mar 31, 2025 | 5 | -97.97% | 684,970 | -98.95% | 1 | 0.01% | 4 | -96.26% | 1 | -98.88% |
| Dec 31, 2024 | 120 | -51.81% | 33,793,967 | -47.58% | 52 | 0.52% | 49 | -50.00% | 41 | -60.19% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.90M | 6.33% | 903.00 |
| American Century Small Cap Value Inv | 2.77M | 4.50% | -285.00K |
| American Century U.S. Small Cap Value | 2.77M | 4.50% | -285.00K |
| Fidelity Low-Priced Stock | 2.52M | 4.09% | -2.03K |
| Vanguard Total Stock Mkt Idx Inv | 2.03M | 3.29% | 19.41K |
| Vanguard US Total Market Shares ETF | 2.08M | 3.25% | 2.26K |
| iShares Russell 2000 ETF | 1.55M | 2.51% | 13.07K |
| Vanguard Small Cap Index | 1.48M | 2.40% | 27.67K |
| Victory Small Cap Value CIT (Net 75) | 1.34M | 2.11% | -75.00K |
| Victory Sycamore Small Company Opp R | 1.26M | 1.97% | -55.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 20, 2025 | Polak Aldo J. | - | Sell | $80.12K |
| May 23, 2025 | Pagan Ivan | - | Sell | $251.12K |
| May 14, 2025 | Brignardello Daniel | Executive Vice President | Sell | $279.69K |
| May 12, 2025 | Vizcarrondo Miguel | Executive Vice President | Sell | $1.46M |
| May 09, 2025 | Rodriguez-Gonzalez Luis A | General Counsel & EVP | Sell | $674.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q2 | - | 5 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 6 |
EVTC Ownership FAQ
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