EVTC Institutional Ownership
EVERTEC, Inc.
1W: -3.2%
1M: +11.7%
3M: -3.5%
YTD: +7.3%
1Y: -0.8%
3Y: -11.3%
5Y: -34.7%
$30.72
-0.22 (-0.71%)
After Hours: $32.42 (+1.70, +5.55%)
Weekly Expected Move ±5.1%
$29
$31
$32
$34
$36
Credit Risk of going bust: higher than 59% of companies Debt: 41.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.55 (down 95%), EVERTEC, Inc. would be worth roughly what it owes.
Total debt $1.32B against a stock market value of $1.91B.
Distance to default 4.31 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $675.8M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.55 (down 95%), EVERTEC, Inc. would be worth roughly what it owes.
Total debt $1.32B against a stock market value of $1.91B.
Distance to default 4.31 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $675.8M (short-term plus half of long-term), stock volatility 41.2%; Altman Z'' 2.45. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EVTC
293
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
37
New Positions
95
Increased
129
Reduced
38
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 2,604,668 | $80M | +2,604,668 | — | 1Q | SEC ↗ |
| 2 | CALIFORNIA STATE TEACHERS RETIREMENT S | 2,061,971 | $63M | +2,003,344 | +3417.1% | 2Q | SEC ↗ |
| 3 | HEARTLAND ADVISORS INC | 840,400 | $26M | +590,400 | +236.2% | 2Q | SEC ↗ |
| 4 | NORTH STAR ASSET MANAGEMENT INC NEW | 809,545 | $25M | +809,545 | — | 1Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC NEW | 578,983 | $18M | +578,983 | — | 1Q | SEC ↗ |
| 6 | PRINCIPAL FINANCIAL GROUP INC NEW | 425,964 | $13M | +425,964 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 384,034 | $12M | +384,034 | — | 1Q | SEC ↗ |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 261,719 | $8M | +261,719 | — | 1Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC NEW | 239,885 | $7M | +239,885 | — | 1Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC NEW | 174,748 | $5M | +174,748 | — | 1Q | SEC ↗ |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 170,041 | $5M | +170,041 | — | 1Q | SEC ↗ |
| 12 | PALISADE CAPITAL MANAGEMENT, LP NEW | 162,140 | $5M | +162,140 | — | 1Q | SEC ↗ |
| 13 | Willis Investment Counsel NEW | 150,575 | $5M | +150,575 | — | 1Q | SEC ↗ |
| 14 | GABELLI FUNDS LLC NEW | 143,070 | $4M | +143,070 | — | 1Q | SEC ↗ |
| 15 | Walleye Capital LLC | 131,747 | $4M | +48,896 | +59.0% | 2Q | SEC ↗ |
| 16 | EXCHANGE TRADED CONCEPTS, LLC NEW | 88,487 | $3M | +88,487 | — | 1Q | SEC ↗ |
| 17 | Tweedy, Browne Co LLC NEW | 88,487 | $3M | +88,487 | — | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 73,508 | $2M | +73,508 | — | 1Q | SEC ↗ |
| 19 | Corient Private Wealth LP NEW | 54,551 | $2M | +54,551 | — | 1Q | SEC ↗ |
| 20 | Man Group plc NEW | 51,751 | $2M | +51,751 | — | 1Q | SEC ↗ |
| 21 | Freestone Grove Partners LP | 48,232 | $1M | +34,676 | +255.8% | 2Q | SEC ↗ |
| 22 | DAVENPORT & Co LLC | 37,169 | $1M | -2,514 | -6.3% | 3Q | SEC ↗ |
| 23 | Vident Advisory, LLC NEW | 31,206 | $959K | +31,206 | — | 1Q | SEC ↗ |
| 24 | IEQ CAPITAL, LLC NEW | 30,456 | $936K | +30,456 | — | 1Q | SEC ↗ |
| 25 | Mariner, LLC | 30,303 | $931K | +11,874 | +64.4% | 2Q | SEC ↗ |
| 26 | BAILARD, INC. NEW | 29,500 | $906K | +29,500 | — | 1Q | SEC ↗ |
| 27 | Louisiana State Employees Retirement S | 28,400 | $872K | — | +0.0% | 2Q | SEC ↗ |
| 28 | MARSHALL WACE, LLP NEW | 28,132 | $864K | +28,132 | — | 1Q | SEC ↗ |
| 29 | Fifth Third Wealth Advisors LLC NEW | 27,982 | $860K | +27,982 | — | 1Q | SEC ↗ |
| 30 | MANUFACTURERS LIFE INSURANCE COMPANY, | 23,812 | $732K | +3 | +0.0% | 2Q | SEC ↗ |
| 31 | State of Alaska, Department of Revenue | 22,875 | $703K | +17,711 | +343.0% | 2Q | SEC ↗ |
| 32 | GAMCO INVESTORS, INC. ET AL NEW | 21,557 | $662K | +21,557 | — | 1Q | SEC ↗ |
| 33 | Allianz Asset Management GmbH NEW | 20,528 | $631K | +20,528 | — | 1Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 20,243 | $622K | +20,243 | — | 1Q | SEC ↗ |
| 35 | Counterpoint Mutual Funds LLC | 20,207 | $621K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Handelsbanken Fonder AB NEW | 19,600 | $602K | +19,600 | — | 1Q | SEC ↗ |
| 37 | Ensign Peak Advisors, Inc NEW | 18,760 | $576K | +18,760 | — | 1Q | SEC ↗ |
| 38 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 18,665 | $573K | +18,665 | — | 1Q | SEC ↗ |
| 39 | Smith Group Asset Management, LLC NEW | 18,263 | $561K | +18,263 | — | 1Q | SEC ↗ |
| 40 | ALPS ADVISORS INC NEW | 17,085 | $525K | +17,085 | — | 1Q | SEC ↗ |
| 41 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 16,117 | $495K | +16,117 | — | 1Q | SEC ↗ |
| 42 | Pathstone Holdings, LLC NEW | 15,781 | $485K | +15,781 | — | 1Q | SEC ↗ |
| 43 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 15,201 | $467K | +15,201 | — | 1Q | SEC ↗ |
| 44 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 14,612 | $449K | -1,211 | -7.7% | 2Q | SEC ↗ |
| 45 | Schonfeld Strategic Advisors LLC NEW | 14,235 | $437K | +14,235 | — | 1Q | SEC ↗ |
| 46 | INTECH INVESTMENT MANAGEMENT LLC NEW | 14,113 | $434K | +14,113 | — | 1Q | SEC ↗ |
| 47 | Caitlin John, LLC NEW | 13,024 | $400K | +13,024 | — | 1Q | SEC ↗ |
| 48 | Crestwood Advisors Group, LLC NEW | 12,157 | $373K | +12,157 | — | 1Q | SEC ↗ |
| 49 | EQUITABLE TRUST CO | 10,944 | $336K | — | +0.0% | 2Q | SEC ↗ |
| 50 | Callan Family Office, LLC NEW | 9,691 | $298K | +9,691 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 2,604,668 | $80M |
| NORTH STAR ASSET MANAGEMENT INC | 809,545 | $25M |
| AMERIPRISE FINANCIAL INC | 578,983 | $18M |
| PRINCIPAL FINANCIAL GROUP INC | 425,964 | $13M |
| WELLS FARGO & COMPANY/MN | 384,034 | $12M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 261,719 | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 239,885 | $7M |
| GOLDMAN SACHS GROUP INC | 174,748 | $5M |
| NEW YORK STATE COMMON RETIREMENT FU | 170,041 | $5M |
| PALISADE CAPITAL MANAGEMENT, LP | 162,140 | $5M |
| Willis Investment Counsel | 150,575 | $5M |
| GABELLI FUNDS LLC | 143,070 | $4M |
| Tweedy, Browne Co LLC | 88,487 | $3M |
| EXCHANGE TRADED CONCEPTS, LLC | 88,487 | $3M |
| CITADEL ADVISORS LLC | 73,508 | $2M |
| Corient Private Wealth LP | 54,551 | $2M |
| Man Group plc | 51,751 | $2M |
| Vident Advisory, LLC | 31,206 | $959K |
| IEQ CAPITAL, LLC | 30,456 | $936K |
| BAILARD, INC. | 29,500 | $906K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,003,344 | +3417.1% | 2,061,971 |
| HEARTLAND ADVISORS INC | +590,400 | +236.2% | 840,400 |
| Walleye Capital LLC | +48,896 | +59.0% | 131,747 |
| Freestone Grove Partners LP | +34,676 | +255.8% | 48,232 |
| State of Alaska, Department of Reve | +17,711 | +685.9% | 20,293 |
| Mariner, LLC | +11,874 | +64.4% | 30,303 |
| Farther Finance Advisors, LLC | +6,429 | +937.2% | 7,115 |
| TD PRIVATE CLIENT WEALTH LLC | +58 | +1.9% | 3,106 |
| FARMERS & MERCHANTS INVESTMENTS INC | +25 | +62.5% | 65 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +3 | +0.0% | 23,812 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CX Institutional | -209,692 | -99.9% | 172 |
| DAVENPORT & Co LLC | -2,514 | -6.3% | 37,169 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -1,211 | -7.7% | 14,612 |
| IFP Advisors, Inc | -736 | -10.5% | 6,295 |
| BROWN, LISLE/CUMMINGS, INC. | -50 | -48.5% | 53 |
| Parkside Financial Bank & Trust | -14 | -0.7% | 1,940 |