Ray Dalio's EVTC Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 83,418 shares of EVERTEC, Inc. (EVTC) worth $2.32 M, representing 0.01% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in EVTC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 52,100 shares. Largest reduction occurred in Q4 2024, reducing 61,410 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's EVERTEC (EVTC) Holding Value Over Time
Track share changes against reported price movement
Quarterly EVERTEC (EVTC) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +52,100 | Add 166.36% | 83,418 | $27.78 |
| Q1 2026 | +31,318 | New Buy | 31,318 | $28.22 |
| Q2 2025 | -6,063 | Sold Out | 0 | $0.00 |
| Q1 2025 | -396 | Reduce 6.13% | 6,063 | $36.77 |
| Q4 2024 | -61,410 | Reduce 90.48% | 6,459 | $34.53 |
| Q3 2024 | -1,147 | Reduce 1.66% | 67,869 | $33.89 |
| Q2 2024 | -14,872 | Reduce 17.73% | 69,016 | $33.25 |
| Q1 2024 | +377 | Add 0.45% | 83,888 | $39.90 |
| Q4 2023 | -14,418 | Reduce 14.72% | 83,511 | $40.94 |
| Q3 2023 | +97,929 | New Buy | 97,929 | $37.18 |
Ray Dalio's EVERTEC Investment FAQs
Ray Dalio first purchased EVERTEC, Inc. (EVTC) in Q3 2023, acquiring 97,929 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held EVERTEC, Inc. (EVTC) for 10 quarters since Q3 2023.
Ray Dalio's largest addition to EVERTEC, Inc. (EVTC) was in Q3 2023, adding 97,929 shares worth $3.64 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 83,418 shares of EVERTEC, Inc. (EVTC), valued at approximately $2.32 M.
As of the Q2 2026 filing, EVERTEC, Inc. (EVTC) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in EVERTEC, Inc. (EVTC) was 97,929 shares, as reported at the end of Q3 2023.