EVERTEC Ownership | Who Owns EVERTEC?
EVERTEC Ownership Summary
EVERTEC is owned by 52.85% institutional investors, 0.87% insiders, and 46.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.07% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.20% of its assets in EVERTEC shares.
EVTC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EVERTEC | 52.85% | 0.87% | 46.28% |
| Sector | Technology Stocks | 44.46% | 12.08% | 43.46% |
| Idea | POS Stocks List | 52.58% | 5.93% | 41.49% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 9.64M | 15.07% | $332.80M |
| Fmr | 9.54M | 14.92% | $329.49M |
| Blackrock | 9.59M | 14.89% | $318.97M |
| Vanguard group | 7.28M | 11.38% | $251.24M |
| American century companies | 4.56M | 7.13% | $157.45M |
| Kayne anderson rudnick investment management | 3.41M | 5.33% | $117.68M |
| State street | 2.61M | 4.09% | $90.25M |
| Victory capital management | 2.00M | 3.13% | $69.04M |
| River road asset management | 1.91M | 2.99% | $65.97M |
| Dimensional fund advisors lp | 1.63M | 2.55% | $56.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alpine peaks capital, lp | 172.30K | 4.88% | $5.95M |
| Clifford capital partners | 422.81K | 3.03% | $14.60M |
| Qsv equity investors | 42.30K | 1.40% | $1.46M |
| Sapience investments | 65.67K | 1.32% | $2.27M |
| North star asset management | 740.23K | 1.17% | $24.61M |
| River road asset management | 1.91M | 0.88% | $65.97M |
| Schwerin boyle capital management | 217.55K | 0.77% | $7.51M |
| Bridge city capital | 68.78K | 0.63% | $2.38M |
| Mitsubishi ufj asset management (uk) | 40.00K | 0.61% | $1.38M |
| Keeley-teton advisors | 146.58K | 0.59% | $5.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canada pension plan investment board | 504.37K | 0.02% | 504.37K |
| Fmr | 9.54M | 0.02% | 427.86K |
| Bank of america corp /de/ | 851.32K | 0.00% | 315.53K |
| Norges bank | 190.21K | 0.00% | 190.21K |
| Ameriprise financial | 568.80K | 0.01% | 167.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | - | - | -1.40M |
| Sunriver management | - | - | -879.62K |
| One fin capital management lp | - | - | -350.00K |
| Blackrock | 9.59M | 0.01% | -297.29K |
| Schroder investment management group | - | - | -281.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Canada pension plan investment board | 504.37K | 0.02% | 504.37K | $17.42M |
| Norges bank | 190.21K | 0.00% | 190.21K | $6.57M |
| Raymond james financial | 155.10K | 0.00% | 155.10K | $5.36M |
| Susquehanna fundamental investments | 64.44K | 0.03% | 64.44K | $2.23M |
| Mackenzie financial | 10.67K | 0.00% | 10.67K | $232.55K |
Sold Out
| Holder | Change |
|---|---|
| Tfc financial management | -1.00 |
| Capital performance advisors llp | -4.00 |
| Advisornet financial | -5.00 |
| Mendota financial group | -6.00 |
| Wetzel investment advisors | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 120 | -51.81% | 33,793,967 | -47.58% | 52 | 0.52% | 49 | -50.00% | 41 | -60.19% |
| Sep 30, 2024 | 249 | 1.63% | 64,472,418 | -0.42% | 100 | 1.00% | 98 | -6.67% | 103 | 9.57% |
| Jun 30, 2024 | 244 | -6.87% | 64,743,653 | -1.28% | 100 | 0.99% | 104 | - | 94 | -16.07% |
| Mar 31, 2024 | 262 | -1.50% | 65,580,523 | 0.75% | 100 | 1.01% | 104 | -2.80% | 112 | 0.90% |
| Dec 31, 2023 | 266 | 3.91% | 65,089,649 | 2.59% | 100 | 1.04% | 107 | -7.76% | 111 | 11.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.94M | 6.20% | 2.42K |
| American Century Small Cap Value Inv | 3.32M | 5.19% | -65.00K |
| American Century U.S. Small Cap Value | 3.32M | 5.19% | -65.00K |
| Fidelity Low-Priced Stock | 2.57M | 4.04% | - |
| Vanguard US Total Market Shares ETF | 2.08M | 3.25% | 2.26K |
| Vanguard Total Stock Mkt Idx Inv | 2.04M | 3.19% | 9.09K |
| iShares Russell 2000 ETF | 1.66M | 2.62% | -14.41K |
| Vanguard Small Cap Index | 1.59M | 2.48% | -34.34K |
| Victory Small Cap Value CIT (Net 75) | 1.34M | 2.11% | -75.00K |
| Victory Sycamore Small Company Opp R | 1.31M | 2.05% | -30.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 06, 2025 | Schuessler Morgan M | President & CEO | Sell | $3.00M |
| Mar 07, 2025 | Perez-Surillo Paola | Executive Vice President | Sell | $541.83K |
| Mar 07, 2025 | Viglianco Diego | EVP & Chief Operating Officer | Sell | $887.25K |
| Mar 06, 2025 | Viglianco Diego | EVP & Chief Operating Officer | Sell | $82.47K |
| Mar 07, 2025 | Cruz Karla | Chief Accounting Officer | Sell | $73.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 6 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 4 |
EVTC Ownership FAQ
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