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
Q1 		$409K Buy
+14,500
New +$412K ﹤0.01% 3506
2024
Q4 		– Sell
-1,300
Closed -$44K – 8800
2024
Q3 		$44K Buy
+1,300
New +$43.3K ﹤0.01% 5997
2024
Q1 		– Sell
-8,700
Closed -$1K – 9116
2023
Q4 		$1K Buy
+8,700
New +$320K ﹤0.01% 8471
2022
Q4 		– Sell
-100
Closed -$3K – 9498
2022
Q3 		$3K Buy
+100
New +$3.51K ﹤0.01% 9074
2022
Q2 		– Sell
-100
Closed -$4K – 10234
2022
Q1 		$4K Sell
100
-300
-75% -$12.9K ﹤0.01% 9543
2021
Q4 		$19K Sell
400
-1,800
-82% -$83.3K ﹤0.01% 8397
2021
Q3 		$97K Hold
2,200
– – ﹤0.01% 6652
2021
Q2 		$96K Buy
+2,200
New +$92.9K ﹤0.01% 6781
2021
Q1 		– Sell
-89
Closed -$349K – 9124
2020
Q4 		$349K Buy
+89
New +$3.31K ﹤0.01% 3882
2020
Q3 		– Sell
-1
Closed -$2K – 7965
2020
Q2 		$2K Sell
1
-7
-88% -$186 ﹤0.01% 7242
2020
Q1 		$18K Sell
8
-13
-62% -$398 ﹤0.01% 6040
2019
Q4 		$71K Buy
21
+10
+91% +$317 ﹤0.01% 4865
2019
Q3 		$34K Buy
11
+1
+10% +$34 ﹤0.01% 5370
2019
Q2 		$32K Sell
10
-61
-86% -$1.79K ﹤0.01% 5217
2019
Q1 		$197K Buy
71
+68
+2,267% +$1.92K ﹤0.01% 3631
2018
Q4 		$8K Sell
3
-8
-73% -$210 ﹤0.01% 5964
2018
Q3 		$26K Sell
11
-39
-78% -$925 ﹤0.01% 5745
2018
Q2 		$109K Buy
+50
New +$1.02K ﹤0.01% 4191

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's EVTC Position: Q1 2026 in Review

Simplex Trading increased its Evertec (EVTC) stake by 5,933% in Q1 2026, buying an estimated $50.6K and bringing the position to 1,810 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5862.

Simplex Trading first reported a position in EVTC in Q1 2015 and has held it in 18 quarters since. The position peaked at $137K in Q4 2018. 261 funds tracked by Wall St. Rank hold EVTC as of Q1 2026.

  • Simplex Trading held 1,810 shares of Evertec worth $51.1K as of Q1 2026.
  • Simplex Trading bought 1,780 Evertec shares in Q1 2026, an estimated $50.6K.
  • Evertec made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5862 holding.
  • Simplex Trading first reported a position in Evertec in Q1 2015 and has held it in 18 quarters since.
  • Simplex Trading's Evertec position peaked at $137K in Q4 2018.
  • 261 funds tracked by Wall St. Rank held Evertec as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.