Vanguard reports 4.01M EVERTEC shares (NYSE: EVTC) ownership (6.49%)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
EVERTEC Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 4,011,554 shares of Common Stock, representing 6.49% of the class. The filing states Vanguard Portfolio Management exercises dispositive power over these shares and that ownership reflects holdings across Vanguard funds and managed accounts. The filing is signed by Ashley Grim on 04/28/2026.
Positive
- None.
Negative
- None.
Key Figures
Amount beneficially owned: 4,011,554 shares
Percent of class: 6.49%
Sole voting power: 55,935 shares
+3 more
6 metrics
Amount beneficially owned
4,011,554 shares
Item 4 beneficial ownership
Percent of class
6.49%
Item 4 percent of class
Sole voting power
55,935 shares
Item 4(i) sole power to vote
Sole dispositive power
4,011,554 shares
Item 4(iii) sole power to dispose
CUSIP
30040P103
Cover/Item 1 class identifier
Filing signature date
04/28/2026
Signature block date
Key Terms
Schedule 13G, beneficially owned, dispositive power, Investment Company Act of 1940
4 terms
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.
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 4011554"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
dispositive power financial
"Item 4(iii) | Sole power to dispose or to direct the disposition of: 4011554"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Investment Company Act of 1940 regulatory
"Item 6. | listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
A U.S. federal law that sets the rulebook for pooled investment vehicles such as mutual funds, exchange-traded funds and similar money managers, requiring them to register with regulators, disclose holdings and fees, limit conflicts of interest, and follow governance standards. It matters to investors because these protections and transparency rules act like a referee and scoreboard, helping people compare funds, trust that managers follow fair practices, and spot hidden costs or risks.
FAQ
What voting and dispositive powers does Vanguard report for EVTC?
Vanguard reports sole voting power for 55,935 shares and sole dispositive power for 4,011,554 shares. Shared voting and dispositive power are reported as 0 in Item 4 of the filing.
What document certifies Vanguard's reported EVTC holdings and who signed it?
The Schedule 13G discloses the holdings and is signed by Ashley Grim. The signature block shows Ashley Grim as Head of Global Fund Administration with a signature date of 04/28/2026.
What CUSIP and class are reported for EVERTEC in this filing?
The filing lists Common Stock with CUSIP 30040P103 for EVERTEC Inc. This CUSIP and class appear on the cover information and Item 1 describing the issuer and class of securities.