STOCK TITAN

Vanguard reports 3.34M-share stake in EVERTEC (NYSE: EVTC)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

EVERTEC Inc reports a 13G filing showing Vanguard Capital Management beneficially owns 3,343,502 shares of common stock, representing 5.41% of the class.

The filing lists sole dispositive power for 3,343,502 shares and sole voting power for 487,424 shares. The filing is signed by Ashley Grim on behalf of Vanguard Capital Management.

Positive

  • None.

Negative

  • None.

Insights

Vanguard holds a passive >5% stake with sole dispositive control over reported shares.

The Schedule 13G indicates passive institutional ownership: 3,343,502 shares (5.41%). The filer reports sole dispositive power and partial sole voting power, consistent with asset-manager reporting of fund and advisory accounts.

Impact is routine: this level triggers beneficial-ownership disclosure but does not indicate activist intent. Future filings may show changes in voting or disposition if strategies shift.

Shares beneficially owned 3,343,502 shares reported on Schedule 13G
Percent of class 5.41% percent of common stock beneficially owned
Sole voting power 487,424 shares shares with sole power to vote
Sole dispositive power 3,343,502 shares shares with sole power to dispose
Filing signature date 04/28/2026 signature date on Schedule 13G
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: EVERTEC Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 3343502"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 3343502"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Percent of class financial
"Item 4. | (b) | Percent of class: 5.41 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.





30040P103

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/28/2026

FAQ

How many EVERTEC (EVTC) shares does Vanguard Capital Management report owning?

Vanguard reports beneficial ownership of 3,343,502 shares of EVERTEC common stock, representing 5.41% of the class. The filing shows sole dispositive power over those shares and sole voting power over 487,424 shares.

Does Vanguard have voting control over the EVERTEC (EVTC) stake?

Vanguard reports sole voting power for 487,424 shares and shared voting power of 0. The filing indicates dispositive authority is held solely for 3,343,502 shares, consistent with asset-manager control over trade decisions for client accounts.

What does the 5.41% figure mean for EVERTEC (EVTC)?

The 5.41% figure is the reported percent of outstanding common stock beneficially owned by Vanguard Capital Management. It triggers Schedule 13G reporting requirements for passive investors at or above the 5% threshold under SEC rules.

Who signed the Schedule 13G for Vanguard's EVERTEC (EVTC) position?

The filing was signed by Ashley Grim, Head of Global Fund Administration, on behalf of Vanguard Capital Management. The signature certifies the accuracy of the beneficial ownership and power disclosures in the filing.