13FBOX
EVERTEC INC · 13F Institutional Holdings
Options Calculator Rankings

EVERTEC INC

EVTC
Institutions
252
Combined AUM (Q2 2026)
$1.70B
Combined Shares (Q2 2026)
61.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.8M
128 · 36 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-5.6M
132 · 43 Exit · ≈
⚖️ Net
-787,552
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.70B
Institutions
252
New Buys
36
Adds
92
Reduces
89
Exits
43
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%<0.01%#85$254.5M9.2M$262.4M9.3M-137,822-1.48%Reduce
FMR LLC
0.01%0.01%#48$244.4M8.8M$261.2M9.3M-458,175-4.95%Reduce
AMERICAN CENTURY COMPANIES INC
0.06%0.07%#21$144.2M5.2M$142.5M5.0M+139,688+2.77%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%0.01%#73$110.0M4.0M$111.6M4.0M+5,639+0.14%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#129$76.8M2.8M$80.6M2.9M-90,497-3.17%Reduce
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.23%0.25%#11$75.4M2.7M$86.4M3.1M-346,815-11.33%Reduce
STATE STREET CORP
<0.01%<0.01%#117$72.4M2.6M$70.6M2.5M+102,313+4.09%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.16%0.17%#16$57.2M2.1M$51.8M1.8M+224,644+12.24%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#111$43.6M1.6M$43.4M1.5M+30,824+2.00%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#58$39.6M1.4M$44.2M1.6M-139,555-8.91%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#104$26.4M949,585$18.7M662,667+286,918+43.30%Add
HEARTLAND ADVISORS INC
1.04%0.36%#4$23.3M840,400$7.1M250,000+590,400+236.16%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#74$23.1M830,620$16.3M578,983+251,637+43.46%Add
NORTH STAR ASSET MANAGEMENT INC
0.88%1.28%#5$22.5M809,545$22.7M805,787+3,758+0.47%Add
NORTHERN TRUST CORP
<0.01%<0.01%#105$22.1M793,795$22.1M783,499+10,296+1.31%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#100$21.1M758,026$22.0M781,049-23,023-2.95%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%<0.01%#59$19.7M708,230$4.6M161,588+546,642+338.29%Add
LONE PEAK GLOBAL INVESTORS LLC
2.24%2.59%#2$16.2M584,685$15.6M551,921+32,764+5.94%Add
Clark Capital Management Group, Inc.
0.09%0.1%#19$15.6M562,394$16.8M596,346-33,952-5.69%Reduce
PANAGORA ASSET MANAGEMENT INC
0.04%0.04%#24$13.1M472,642$9.8M348,022+124,620+35.81%Add
Boston Partners
0.01%0.01%#45$13.0M464,865$13.5M479,898-15,033-3.13%Reduce
MORGAN STANLEY
<0.01%<0.01%#170$12.9M462,835$16.4M486,953-24,118-4.95%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#118$12.7M457,153$12.9M457,428-275-0.06%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#101$12.3M444,153$12.6M445,783-1,630-0.37%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#63$11.8M425,964$12.1M427,560-1,596-0.37%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%0.01%#84$11.4M409,440$17.0M603,961-194,521-32.21%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#125$11.2M404,343$10.8M384,034+20,309+5.29%Add
TWO SIGMA INVESTMENTS, LP
0.01%0.01%#56$10.9M394,044$15.5M548,909-154,865-28.21%Reduce
D. E. Shaw & Co., Inc.
<0.01%0.01%#71$10.5M378,347$18.6M659,596-281,249-42.64%Reduce
Allianz Asset Management GmbH
0.01%0.01%#55$9.0M318,708$9.0M318,70800.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#178$7.8M282,036$8.7M309,627-27,591-8.91%Reduce
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%<0.01%#92$7.3M261,719$3.0M105,012+156,707+149.23%Add
NATIXIS ADVISORS, LLC
0.01%0.02%#54$7.2M259,516$11.4M403,205-143,689-35.64%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#189$7.2M256,887$6.6M234,908+21,979+9.36%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#132$6.7M239,885$7.5M266,543-26,658-10.00%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#107$6.1M224,658$9.6M352,698-128,040-36.30%Reduce
NICHOLAS COMPANY, INC.
0.11%0.12%#18$6.0M215,090$6.1M215,09000.00%Unchanged
Dana Investment Advisors, Inc.
0.15%0.13%#17$5.9M212,922$4.2M148,909+64,013+42.99%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.02%0.02%#37$5.9M211,721$6.5M228,898-17,177-7.50%Reduce
Invenomic Capital Management LP
0.35%#8$5.9M210,799$00+210,799New Buy
LSV ASSET MANAGEMENT
0.01%<0.01%#50$5.6M202,846$308,00010,900+191,946+1,760.97%Add
Aristides Capital LLC
1.11%1.16%#3$5.6M201,170$5.3M186,160+15,010+8.06%Add
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
0.66%0.7%#6$5.4M194,727$5.5M194,72700.00%Unchanged
Nuveen, LLC
<0.01%<0.01%#140$5.2M188,256$6.2M219,495-31,239-14.23%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#188$4.9M174,748$9.4M332,388-157,640-47.43%Reduce
NEW YORK STATE COMMON RETIREMENT FUND
0.01%0.01%#62$4.7M170,041$3.8M134,377+35,664+26.54%Add
Alpine Peaks Capital, LP
5.31%5.35%#1$4.5M163,126$5.3M188,204-25,078-13.32%Reduce
PALISADE CAPITAL MANAGEMENT, LP
0.2%0.24%#14$4.5M162,140$7.1M250,944-88,804-35.39%Reduce
Invesco Ltd.
<0.01%<0.01%#196$4.4M157,598$5.0M178,372-20,774-11.65%Reduce
Legal & General Group Plc
<0.01%<0.01%#151$4.3M155,750$4.5M161,158-5,408-3.36%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow