$EVTC

$31.20 +$0.48 (1.56%) Close

$EVTC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 59.8M shares outstanding

Who owns EVTC?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 67.4%

BlackRock, Inc. 15.3% · FMR LLC 14.7%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

251

-9 vs last qtr

Net shares bought

−1.2M

by institutions in Q2 2026

New / sold out

34 / 43

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Heartland Advisors Inc +590.4K
Aqr Capital Management LLC +546.6K

Biggest sellers in Q2 2026

Loomis Sayles & Co L P SOLD OUT −1.0M
FMR LLC −458.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Evertec Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−13.5%

−1.60% a year

Each share's claim on the business

+15.6%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$405M vs $177M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years87% 3–5 years2% 1–3 years8% Under 1 year3%

Quarterly turnover

8.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EVTC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.2M	15.33%	−137.8K (−1.5%)	≤2021	0.0%
Shares held by quarter Peak holding9.6M (Q4'24) Change over 8 quarters−360.1K Share of the company15.330% BlackRock, Inc.'s full portfolio →
F FMR LLC	8.8M	14.73%	−458.2K (−4.9%)	≤2021	0.0%
Shares held by quarter Peak holding9.6M (Q4'25) Change over 8 quarters−315.3K Share of the company14.730% FMR LLC's full portfolio →

BlackRock, Inc.

9.2M

% of company

15.33%

Change vs last qtr

−137.8K (−1.5%)

Held since

≤2021

FMR LLC

8.8M

% of company

14.73%

Change vs last qtr

−458.2K (−4.9%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Evertec Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EVTC on Form N-PORT; together they hold 61.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$103M	3.7M	6.21%	0.09%	June 30, 2026
FL Fidelity Low-Priced Stock Fund Fidelity Puritan Trust	$74.3M	2.4M	4.09%	0.30%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$103M

% of company

6.21%

% of the fund

0.09%

As of

June 30, 2026

Fidelity Low-Priced Stock Fund

Fidelity Puritan Trust

Position value

$74.3M

% of company

4.09%

% of the fund

0.30%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Evertec Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SM Schuessler Morgan M Insider	450.1K	0.75%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.750% Schuessler Morgan M's insider activity →
CJ Castrillo-Salgado Joaquin A. Insider	144.0K	0.24%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.240% Castrillo-Salgado Joaquin A.'s insider activity →

Schuessler Morgan M

Insider

450.1K

% of company

0.75%

Change vs last qtr

—

Held since

—

Castrillo-Salgado Joaquin A.

Insider

144.0K

% of company

0.24%

Change vs last qtr

—

Held since

—

17 more holders behind a free account

See every insider and 5%+ holder of Evertec Inc.

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