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
2023 Q2	–	Sell	-300	Closed	-$10K	–	9223
2023 Q1	$10K	Sell	300 -4,600	-94%	-$162K	﹤0.01%	7537
2022 Q4	$158K	Buy	4,900 +100	+2%	+$3.29K	﹤0.01%	4522
2022 Q3	$150K	Buy	+4,800	New	+$169K	﹤0.01%	4984
2022 Q1	–	Sell	-100	Closed	-$4K	–	10653
2021 Q4	$4K	Buy	+100	New	+$4.63K	﹤0.01%	9663
2021 Q2	–	Sell	-8	Closed	-$29K	–	10196
2021 Q1	$29K	Sell	8 -23	-74%	-$865	﹤0.01%	7149
2020 Q4	$121K	Buy	+31	New	+$1.15K	﹤0.01%	5245
2020 Q3	–	Sell	-4	Closed	-$11K	–	7966
2020 Q2	$11K	Hold	4	–	–	﹤0.01%	6589
2020 Q1	$9K	Buy	4 +2	+100%	+$61	﹤0.01%	6531
2019 Q4	$6K	Sell	2 -3	-60%	-$95	﹤0.01%	6613
2019 Q3	$15K	Buy	5 +3	+150%	+$101	﹤0.01%	6002
2019 Q2	$6K	Sell	2 -2	-50%	-$59	﹤0.01%	6354
2019 Q1	$11K	Buy	+4	New	+$113	﹤0.01%	6091
2015 Q4	–	Sell	-12	Closed	-$2K	–	5575
2015 Q3	$2K	Sell	12 -15	-56%	-$284	﹤0.01%	4619
2015 Q2	$1K	Buy	+27	New	+$594	﹤0.01%	4631

Other funds holding EVTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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.