EVERTEC Ownership | Who Owns EVERTEC?
EVERTEC Ownership Summary
EVERTEC is owned by 99.84% institutional investors, 0.83% insiders. Fmr is the largest institutional shareholder, holding 14.92% of EVTC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.94% of its assets in EVERTEC shares.
EVTC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | EVERTEC | 99.84% | 0.83% | -0.67% |
Sector | Technology Stocks | 125.84% | 12.52% | -38.36% |
Idea | POS Stocks List | 76.30% | 5.84% | 17.87% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Fmr | 9.54M | 14.92% | $329.49M |
Blackrock | 9.59M | 14.89% | $318.97M |
Blackrock funding, inc. /de | 9.42M | 14.72% | $339.74M |
Vanguard group | 7.28M | 11.38% | $251.24M |
American century companies | 4.56M | 7.12% | $164.33M |
Kayne anderson rudnick investment management | 3.44M | 5.37% | $123.86M |
State street | 2.61M | 4.09% | $90.25M |
Victory capital management | 2.00M | 3.13% | $69.04M |
River road asset management | 1.85M | 2.89% | $66.85M |
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 | 166.80K | 5.53% | $6.13M |
Clifford capital partners | 435.43K | 2.99% | $15.70M |
Qsv equity investors | 41.87K | 1.57% | $1.51M |
Sapience investments | 53.63K | 1.29% | $1.93M |
North star asset management | 740.23K | 1.17% | $24.61M |
Schwerin boyle capital management | 217.55K | 0.87% | $7.84M |
Globeflex capital l p | 289.21K | 0.86% | $10.43M |
Aristides capital | 118.54K | 0.85% | $4.27M |
River road asset management | 1.85M | 0.85% | $66.85M |
Mitsubishi ufj asset management (uk) | 40.00K | 0.75% | $1.44M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Fmr | 9.54M | 0.02% | 427.86K |
Bank of america corp /de/ | 851.32K | 0.00% | 315.53K |
Globeflex capital l p | 289.21K | 0.86% | 286.07K |
Norges bank | 190.21K | 0.00% | 190.21K |
Qube research | 208.04K | 0.01% | 168.22K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Capital investors | - | - | -1.40M |
Sunriver management | - | - | -879.62K |
Canada pension plan investment board | - | - | -504.37K |
One fin capital management lp | - | - | -350.00K |
Blackrock | 9.59M | 0.01% | -297.29K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 190.21K | 0.00% | 190.21K | $6.57M |
Tudor investment corp et al | 126.63K | 0.01% | 126.63K | $4.56M |
Gabelli funds | 121.67K | 0.03% | 121.67K | $4.39M |
Great lakes advisors | 101.18K | 0.03% | 101.18K | $3.65M |
Connor, clark & lunn investment management | 59.92K | 0.01% | 59.92K | $2.16M |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 3.80M | 5.94% | 574.00 |
American Century Small Cap Value Inv | 2.86M | 4.46% | -461.94K |
American Century U.S. Small Cap Value | 2.86M | 4.46% | -461.94K |
Fidelity Low-Priced Stock | 2.56M | 4.00% | -4.71K |
Vanguard US Total Market Shares ETF | 2.08M | 3.25% | 2.26K |
Vanguard Total Stock Mkt Idx Inv | 2.02M | 3.16% | -42.85K |
Vanguard Small Cap Index | 1.55M | 2.42% | -10.28K |
iShares Russell 2000 ETF | 1.53M | 2.39% | -29.09K |
Victory Small Cap Value CIT (Net 75) | 1.34M | 2.11% | -75.00K |
Strategic Advisers Fidelity US TtlStk | 1.30M | 2.03% | -7.70K |
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 |
---|---|---|
2025 Q2 | - | 4 |
2025 Q1 | - | 5 |
2024 Q4 | - | 6 |
2024 Q3 | - | 3 |
2024 Q2 | - | 2 |
EVTC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools