EVERTEC

EVTC • NYSE

EVERTEC is a software - infrastructure company in the technology sector on NYSE, led by Morgan M. Schuessler, Jr., with a market cap of $1.9B. As of Q3 2025, 99% of shares are held by 265 institutional investors, with FMR LLC as the largest holder at 15.0%.

President and Chief Executive OfficerMorgan M. Schuessler, Jr.

Market Cap$1.9B

Software - Infrastructure

Technology

Employees5.0K

Websiteevertecinc.com

Country

United States of America

Overview

Overview of institutional ownership in EVTC as of Q3 2025 with a market cap of $2.2B

All Institutions

Institutions: 265
Value Held: $2.1B
Shares Held: 63.4M
Avg Position: $8.1M
Median Position: $592.6K

Hedge Funds

Hedge Funds: 31
Value Held: $87.4M
Shares Held: 2.6M
Avg Position: $2.8M
Median Position: $819.6K

Ownership Breakdown

Institutional (non-HF)

95.01%

$2.1B

Hedge Funds

4.04%

$87.4M

Retail & Other

0.947%

$20.5M

Based on market cap of $2.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EVTC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$324.2M 0.02% of portfolio	15.00% 9.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
B BlackRock, Inc. Institution	-	$311.1M 0.01% of portfolio	14.40% 9.2M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$242.1M 0.00% of portfolio	11.20% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
A AMERICAN CENTURY COMPANIES INC Institution	-	$165.3M 0.08% of portfolio	7.65% 4.9M shares	≤ Q2 2013 Held for 12y 5m+	$195.93B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$113.8M 0.28% of portfolio	5.26% 3.4M shares	Q3 2020 Held for 5y 2m	$41.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$83.0M 0.00% of portfolio	3.84% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	$61.4M 0.69% of portfolio	2.84% 1.8M shares	Q3 2022 Held for 3y 2m	$8.9B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$52.2M 0.00% of portfolio	2.41% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$51.1M 0.01% of portfolio	2.36% 1.5M shares	Q4 2017 Held for 7y 11m	$466.32B
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$50.9M 0.03% of portfolio	2.35% 1.5M shares	Q3 2018 Held for 7y 2m	$158.22B

Net Capital Flow

Institutional buying and selling activity for EVTC in Q3 2025

Traded: −$10.3M
Buyers: 128
Sellers: 144
Total Bought: +$101.9M
Total Sold: −$112.2M
Avg Position: $7.0M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$20.4M +603.8K shares	$23.2M 686.3K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$11.3M +335.6K shares	$165.3M 4.9M shares
Robeco Investment Management, Inc. Long Only Manager	+$5.5M +163.4K shares	$17.7M 526.9K shares
Q Qube Research & Technologies Ltd Institution	+$4.5M +132.4K shares	$11.5M 340.4K shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	+$4.5M +132.1K shares	$8.4M 247.5K shares
WELLS FARGO & COMPANY/MN Institution	+$4.1M +121.3K shares	$16.8M 496.3K shares
Clark Capital Management Group, Inc. RIA/Wealth	+$3.8M +111.3K shares	$12.3M 362.7K shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	+$3.3M +98.8K shares	$5.7M 168.1K shares
H HEARTLAND ADVISORS INC Long Only Manager	+$3.0M +90.0K shares	$6.8M 200.0K shares
Dana Investment Advisors, Inc. Long Only Manager	+$2.8M +82.3K shares	$2.8M 82.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
DF DENT & CO INC Long Only Manager	−$10.5M −292.5K shares	Sold Off 0 shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$9.8M −289.8K shares	$50.9M 1.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$9.2M −256.6K shares	Sold Off 0 shares
B BlackRock, Inc. Institution	−$7.2M −213.9K shares	$311.1M 9.2M shares
MORGAN STANLEY RIA/Wealth	−$5.7M −169.6K shares	$16.4M 487.0K shares
NGAM ADVISORS, L.P. Long Only Manager	−$5.5M −162.6K shares	$13.4M 395.7K shares
UBS Group AG Institution	−$3.9M −114.9K shares	$2.2M 66.0K shares
A Amundi Institution	−$3.4M −106.1K shares	$510.8K 15.9K shares
Lombard Odier Asset Management Ltd Private Equity	−$3.4M −94.0K shares	Sold Off 0 shares
HENDERSON GROUP PLC Institution	−$3.0M −88.5K shares	$920.8K 27.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVTC in Q3 2025

New Positions: 16
New Value: $6.2M
Exited Positions: 39
Exited Value: $41.5M

New Positions

Institution	Position Value
Dana Investment Advisors, Inc. Long Only Manager	$2.8M 82.3K shares
P PICTON MAHONEY ASSET MANAGEMENT Institution	$931.5K 27.6K shares
D DRW Securities, LLC Institution	$651.4K 18.7K shares
Semanteon Capital Management, LP Hedge Fund•Long/Short	$564.2K 16.7K shares
E Elo Mutual Pension Insurance Co Institution	$431.3K 12.8K shares
Round Rock Advisors, LLC RIA/Wealth	$390.6K 11.6K shares
Diversified Trust Co RIA/Wealth	$221.3K 6.6K shares
Point72 Ltd RIA/Wealth	$193.7K 5.7K shares
Point72 Europe LLP Digital Asset Manager	$50.6K 1.5K shares
S Salomon & Ludwin, LLC Institution	$20.7K 604.0 shares

Exited Positions

Institution	Previous Position
DF DENT & CO INC Long Only Manager	$10.5M 292.5K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$9.2M 256.6K shares
Lombard Odier Asset Management Ltd Private Equity	$3.4M 94.0K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9M 81.7K shares
S Sapience Investments, LLC Long Only Manager	$1.9M 53.6K shares
Trexquant Investment LP Hedge Fund•Quant	$1.9M 53.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$1.5M 40.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.4M 39.4K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$1.3M 36.2K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$1.2M 31.9K shares

Options Activity

Institutions with the largest Call and Put options positions in EVTC as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EVTC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Alpine Peaks Capital, LP Hedge Fund•Long/Short	Jennifer Ralph Oppold Managing Partner	5.62% $6.4M	0.30% 190.8K shares	Q4 2021 Held for 3y 11m	$114.7M
CLIFFORD CAPITAL PARTNERS LLC Long Only Manager	Roger Allen Hill CEO	2.55% $14.8M	0.68% 436.7K shares	Q4 2017 Held for 7y 11m	$578.6M
Q QSV Equity Investors LLC Institution	-	1.45% $1.4M	0.07% 41.9K shares	Q4 2023 Held for 1y 11m	$97.9M
Aristides Capital LLC Real Assets	Marc Jeffrey Rowan CEO	1.21% $4.0M	0.19% 118.5K shares	Q2 2022 Held for 3y 5m	$331.2M
NORTH STAR ASSET MANAGEMENT INC RIA/Wealth	Kenneth Jay Brusda Chairman	1.15% $27.2M	1.26% 805.1K shares	Q3 2013 Held for 12y 2m	$2.4B
S SCHWERIN BOYLE CAPITAL MANAGEMENT INC Hedge Fund•Multi-Strategy	Rory Patrick Obrien President	0.80% $7.3M	0.34% 217.6K shares	Q1 2018 Held for 7y 8m	$914.9M
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	0.76% $2.8M	0.13% 84.1K shares	Q1 2021 Held for 4y 8m	$374.5M
Semanteon Capital Management, LP Hedge Fund•Long/Short	Rajat Lal Managing Partner	0.71% $564.2K	0.03% 16.7K shares	Q3 2025 Held for 2 months	$79.7M
River Road Asset Management, LLC Long Only Manager	Richard Andrew Beck CEO	0.69% $61.4M	2.84% 1.8M shares	Q3 2022 Held for 3y 2m	$8.9B
M Mitsubishi UFJ Asset Management Ltd. Institution	-	0.65% $1.4M	0.06% 40.0K shares	Q4 2020 Held for 4y 11m	$206.8M

Hedge Fund Spotlight

Discover hedge funds investing in EVTC

Solstein Capital, LLC

Hedge Fund • Value

Portfolio ManagerNadine F Terman

Portfolio Value: $218.5M
Positions: 447
Last Reported: Q3 2025

Sector Allocation

Position in EVERTEC

Market Value: $5.3K
Shares Held: 158.0
Portfolio Weight: 0.00%
Owned Since: 2021-Q1

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$18.6M	8.50%
2 Apple AAPL	Consumer Electronics Technology	$16.9M	7.73%
3 Microsoft MSFT	Software - Infrastructure Technology	$11.9M	5.44%