Marshall Wace’s Evertec EVTC Stock Holding History

Marshall Wace’s Portfolio EVTC Stock Details EVTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$782K	Sell	28,132 -33,971	-55%	-$903K	﹤0.01%	2322
2026 Q1	$1.75M	Buy	62,103 +46,250	+292%	+$1.31M	﹤0.01%	1859
2025 Q4	$461K	Sell	15,853 -83,213	-84%	-$2.47M	﹤0.01%	2268
2025 Q3	$3.35M	Sell	99,066 -16,810	-15%	-$586K	﹤0.01%	1370
2025 Q2	$4.18M	Buy	115,876 +86,990	+301%	+$3.08M	﹤0.01%	1231
2025 Q1	$1.06M	Buy	+28,886	New	+$998K	﹤0.01%	1754
2022 Q4	–	Sell	-147,926	Closed	-$4.64M	–	3069
2022 Q3	$4.64M	Buy	+147,926	New	+$5.19M	0.01%	1414
2021 Q3	–	Sell	-9,116	Closed	-$398K	–	3129
2021 Q2	$398K	Buy	+9,116	New	+$385K	﹤0.01%	2233
2021 Q1	–	Sell	-72,842	Closed	-$2.86M	–	2574
2020 Q4	$2.86M	Buy	+72,842	New	+$2.71M	0.02%	793
2020 Q3	–	Sell	-52,379	Closed	-$1.47M	–	1670
2020 Q2	$1.47M	Buy	+52,379	New	+$1.39M	0.01%	891
2020 Q1	–	Sell	-76,450	Closed	-$2.6M	–	1748
2019 Q4	$2.6M	Buy	+76,450	New	+$2.42M	0.02%	728
2019 Q3	–	Sell	-6,906	Closed	-$226K	–	1732
2019 Q2	$226K	Buy	+6,906	New	+$203K	﹤0.01%	1227

Other funds holding EVTC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace's EVTC Position: Q2 2026 in Review

Marshall Wace reduced its Evertec (EVTC) stake by 55% in Q2 2026, selling an estimated $903K and leaving 28,132 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Marshall Wace first reported a position in EVTC in Q2 2019 and has held it in 12 quarters since. The position peaked at $4.64M in Q3 2022. 253 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

Marshall Wace held 28,132 shares of Evertec worth $782K as of Q2 2026.
Marshall Wace sold 33,971 Evertec shares in Q2 2026, an estimated $903K.
Evertec made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2322 holding.
Marshall Wace first reported a position in Evertec in Q2 2019 and has held it in 12 quarters since.
Marshall Wace's Evertec position peaked at $4.64M in Q3 2022.
253 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.