EVERTEC, Inc. (EVTC) Ownership
EVTC ownership summary
as of October 17, 2026- Institutions
- 106.5% of shares outstanding
- Insiders
- 1.36% of shares outstanding
- Shares outstanding
- 59.8M
- Float
- 58.9M shares available to trade
- Short interest
- 6.30% 2.6M shares short
- Days to cover
- 5.40 short interest down 7.9% vs prior month
- Institutions 106.49%
- Insiders 1.36%
EVTC top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 15.33% | 9.2M | $285.8M | −137,822 (−1.5%) | June 30, 2026 |
| 2 | FMR Inc | 14.73% | 8.8M | $274.4M | −458,175 (−4.9%) | June 30, 2026 |
| 3 | American Century Companies Inc | 8.68% | 5.2M | $161.9M | +139,688 (+2.8%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 6.63% | 4.0M | $123.6M | +5,639 (+0.1%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 4.63% | 2.8M | $86.3M | −90,497 (−3.2%) | June 30, 2026 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 4.54% | 2.7M | $84.6M | −346,815 (−11.3%) | June 30, 2026 |
| 7 | State Street Corp | 4.36% | 2.6M | $81.2M | +102,313 (+4.1%) | June 30, 2026 |
| 8 | Fuller & Thaler Asset Management Inc | 3.45% | 2.1M | $64.2M | +224,644 (+12.2%) | June 30, 2026 |
| 9 | Geode Capital Management, LLC | 2.63% | 1.6M | $48.9M | +30,824 (+2.0%) | June 30, 2026 |
| 10 | Dimensional Fund Advisors, Inc. | 2.39% | 1.4M | $44.5M | −139,555 (−8.9%) | June 30, 2026 |
| 11 | T. Rowe Price Associates, Inc. | 1.59% | 950K | $29.6M | +286,918 (+43.3%) | June 30, 2026 |
| 12 | Heartland Advisors Inc | 1.41% | 840K | $26.2M | +590,400 (+236.2%) | June 30, 2026 |
| 13 | Ameriprise Financial Inc | 1.39% | 831K | $25.9M | +251,637 (+43.5%) | June 30, 2026 |
| 14 | NorthStar Asset Management, Inc. | 1.35% | 810K | $25.2M | +3,758 (+0.5%) | June 30, 2026 |
| 15 | Northern Trust Corp | 1.33% | 794K | $24.8M | +10,296 (+1.3%) | June 30, 2026 |
| 16 | Charles Schwab Investment Management Inc | 1.27% | 758K | $23.6M | −23,023 (−2.9%) | June 30, 2026 |
| 17 | AQR Capital Management LLC | 1.19% | 708K | $22.1M | +546,642 (+338.3%) | June 30, 2026 |
| 18 | Lone Peak Global Investors, LLC | 0.98% | 585K | $18.2M | +32,764 (+5.9%) | June 30, 2026 |
| 19 | Clark Capital Management Group Inc | 0.94% | 562K | $17.5M | −33,952 (−5.7%) | June 30, 2026 |
| 20 | Panagora Asset Management Inc | 0.79% | 473K | $14.7M | +124,620 (+35.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 13 holders added 2.4M shares and 7 cut 1.2M.
EVTC top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.95% | 3.6M | $110.9M | +912 (+0.0%) | September 30, 2026 |
| 2 | American Century Small Cap Value Inv | 4.47% | 2.7M | $83.3M | −100,000 (−3.6%) | June 30, 2026 |
| 3 | Fidelity Low-Priced Stock | 4.09% | 2.4M | $76.1M | — | July 31, 2026 |
| 4 | FullerThaler Behavioral Sm-Cp Eq R6 | 3.31% | 2.0M | $61.6M | +220,100 (+12.5%) | June 30, 2026 |
| 5 | Vanguard MStar Total Stk Mkt Idx Invest | 3.27% | 2.0M | $61.0M | −3,997 (−0.2%) | August 31, 2026 |
| 6 | iShares Russell 2000 ETF | 2.78% | 1.7M | $51.8M | −19,136 (−1.1%) | September 30, 2026 |
| 7 | Vanguard Small Cap Index | 2.37% | 1.4M | $44.2M | +2,651 (+0.2%) | August 31, 2026 |
| 8 | Strategic Advisers Fidelity US TtlStk | 2.05% | 1.2M | $38.3M | −2,337 (−0.2%) | August 31, 2026 |
| 9 | Vanguard MStar Small Cap Value Index | 1.51% | 900K | $28.1M | +774 (+0.1%) | August 31, 2026 |
| 10 | Heartland Value Investor | 1.17% | 700K | $21.8M | — | August 31, 2026 |
| 11 | Fidelity Small Cap Index | 1.14% | 683K | $21.3M | +5,796 (+0.9%) | July 31, 2026 |
| 12 | Bridge Builder Small/Mid Cap Value | 1.07% | 639K | $19.9M | +35,247 (+5.8%) | September 30, 2026 |
| 13 | iShares Russell 2000 Growth ETF | 0.99% | 590K | $18.4M | −747 (−0.1%) | September 30, 2026 |
| 14 | Virtus KAR Small-Cap Value I | 0.97% | 577K | $18.0M | — | June 30, 2026 |
| 15 | Fidelity Small Cap Discovery | 0.96% | 572K | $17.9M | +68,500 (+13.6%) | July 31, 2026 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 0.92% | 551K | $17.2M | — | September 30, 2026 |
| 17 | State Street SPDR Port S&P 600 Sm CpETF | 0.92% | 548K | $17.1M | — | September 30, 2026 |
| 18 | Columbia Small Cap Value Discv A | 0.87% | 518K | $16.2M | +3,200 (+0.6%) | August 31, 2026 |
| 19 | Fidelity Series Small Cap Discovery | 0.82% | 488K | $15.2M | +39,900 (+8.9%) | July 31, 2026 |
| 20 | Fidelity Enhanced Small Cap Core ETF | 0.76% | 456K | $14.2M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EVTC insider transactions
latest 7| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-06-20 | Aldo J Polak | Sell | $35.72 | 2,243 | $80,120 |
| 2025-06-17 | Lisa C. McClain | Sell | $36.21 | — | — |
| 2025-06-11 | Lisa C. McClain | Buy | $37.58 | — | — |
| 2025-05-23 | Ivan Pagan | Sell | $36.65 | 6,852 | $251,126 |
| 2025-05-14 | Daniel Brignardello | Sell | $36.60 | 7,641 | $279,661 |
| 2025-05-12 | Miguel Vizcarrondo | Sell | $36.44 | 40,000 | $1.5M |
| 2025-05-09 | Luis A Rodriguez-Gonzalez | Sell | $35.69 | 18,898 | $674,470 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
EVTC shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EVTC
Institutional investors own 106.5% of EVERTEC's shares and insiders 1.36%. The largest holder is BlackRock Inc with 15.33% of the shares (9.2M), as of June 30, 2026. Among the top 20 institutions, 13 added shares and 7 reduced their stake in the latest filings. Short interest is 6.30% of the float, or 5.40 days of average trading volume. The share count fell 18.0% since 2014.
Related: EVTC analyst forecast, EVTC key metrics, EVTC dividend history. See the EVTC stock overview for the latest quote and news.
EVTC ownership FAQ
Who owns the most EVERTEC stock?
The largest shareholders of EVERTEC are BlackRock Inc (15.33%), FMR Inc (14.73%), American Century Companies Inc (8.68%), Vanguard Portfolio Management, LLC (6.63%), Vanguard Capital Management, LLC (4.63%).
What percentage of EVERTEC is owned by institutions?
Institutions hold 106.5% of EVERTEC's shares outstanding; insiders hold 1.36%.
Which funds own EVERTEC?
The largest fund holders of EVERTEC are iShares Core S&P Small-Cap ETF (5.95%), American Century Small Cap Value Inv (4.47%), Fidelity Low-Priced Stock (4.09%), FullerThaler Behavioral Sm-Cp Eq R6 (3.31%), Vanguard MStar Total Stk Mkt Idx Invest (3.27%).
What is EVERTEC's short interest?
2.6M shares of EVERTEC were sold short, 6.30% of the float; at the average daily volume it would take 5.40 days to cover.
Are insiders buying or selling EVERTEC?
Of the latest 7 reported insider transactions in EVERTEC (since May 9, 2025), 1 were purchases and 6 were sales.
How many shares of EVERTEC are outstanding?
EVERTEC has 59.8M shares outstanding, of which 58.9M are in the public float.