Simplex Trading
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Simplex Trading’s Evertec EVTC Stock Holding History

Simplex Trading’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 		$360K Buy
12,973
+11,163
+617% +$297K ﹤0.01% 4002
2026
Q1 		$51.1K Buy
1,810
+1,780
+5,933% +$50.6K ﹤0.01% 5862
2025
Q4 		$872 Sell
30
-178
-86% -$5.29K ﹤0.01% 8058
2025
Q3 		$7K Buy
+208
New +$7.25K ﹤0.01% 8098
2023
Q2 		– Sell
-248
Closed -$8K – 9222
2023
Q1 		$8K Sell
248
-2,913
-92% -$102K ﹤0.01% 7712
2022
Q4 		$102K Buy
3,161
+260
+9% +$8.54K ﹤0.01% 5054
2022
Q3 		$90K Buy
+2,901
New +$102K ﹤0.01% 5661
2021
Q4 		– Sell
-98
Closed -$4.54K – 10720
2021
Q3 		$4K Hold
98
– – ﹤0.01% 9338
2021
Q2 		$4K Buy
+98
New +$4.14K ﹤0.01% 9519
2021
Q1 		– Sell
-705
Closed -$26.5K – 9125
2020
Q4 		$27K Buy
+705
New +$26.2K ﹤0.01% 6744
2020
Q2 		– Sell
-1,803
Closed -$47.8K – 7786
2020
Q1 		$40K Buy
+1,803
New +$55.3K ﹤0.01% 5355
2019
Q4 		– Sell
-838
Closed -$26.5K – 7448
2019
Q3 		$26K Buy
+838
New +$28.1K ﹤0.01% 5603
2019
Q1 		– Sell
-4,778
Closed -$135K – 7299
2018
Q4 		$137K Buy
4,778
+4,432
+1,281% +$116K ﹤0.01% 3536
2018
Q3 		$8K Buy
+346
New +$8.2K ﹤0.01% 6522
2017
Q2 		– Sell
-701
Closed -$11.5K – 6280
2017
Q1 		$11K Buy
701
+433
+162% +$7.36K ﹤0.01% 3876
2016
Q4 		$4K Buy
+268
New +$4.44K ﹤0.01% 4514
2016
Q2 		– Sell
-247
Closed -$3K – 5954
2016
Q1 		$3K Buy
+247
New +$3.34K ﹤0.01% 4443
2015
Q4 		– Sell
-869
Closed -$15K – 5574
2015
Q3 		$15K Buy
+869
New +$16.4K ﹤0.01% 3068
2015
Q2 		– Sell
-234
Closed -$5.15K – 5341
2015
Q1 		$5K Buy
+234
New +$4.94K ﹤0.01% 3492

Other funds holding EVTC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Simplex Trading's EVTC Position: Q2 2026 in Review

Simplex Trading increased its Evertec (EVTC) stake by 617% in Q2 2026, buying an estimated $297K and bringing the position to 12,973 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

Simplex Trading first reported a position in EVTC in Q1 2015 and has held it in 19 quarters since. 254 funds tracked by Wall St. Rank hold EVTC as of Q2 2026.

  • Simplex Trading held 12,973 shares of Evertec worth $360K as of Q2 2026.
  • Simplex Trading bought 11,163 Evertec shares in Q2 2026, an estimated $297K.
  • Evertec made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #4002 holding.
  • Simplex Trading first reported a position in Evertec in Q1 2015 and has held it in 19 quarters since.
  • 254 funds tracked by Wall St. Rank held Evertec as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.