STONEX GROUP INC SNEX
COM · Common Stock · CUSIP 861896108
Financial services company
- SectorFinancials
- IndustrySecurity & Commodity Brokers, Dealers, Exchanges & Services
- HeadquartersNew York, NY
- Founded1981
- Websitestonex.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($41.5m this quarter). Holder counts are more reliable. Shares outstanding: 120.6m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $118.24. Options: 8 managers hold calls ($33.4m notional), 5 hold puts ($9.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 202 |
| Q4 2022 | 229 |
| Q1 2023 | 218 |
| Q2 2023 | 211 |
| Q3 2023 | 216 |
| Q4 2023 | 236 |
| Q1 2024 | 240 |
| Q2 2024 | 250 |
| Q3 2024 | 260 |
| Q4 2024 | 286 |
| Q1 2025 | 315 |
| Q2 2025 | 350 |
| Q3 2025 | 369 |
| Q4 2025 | 362 |
| Q1 2026 | 389 |
| Q2 2026 | 471 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 119 | 111 |
| Q4 2024 | 154 | 107 |
| Q1 2025 | 174 | 146 |
| Q2 2025 | 183 | 151 |
| Q3 2025 | 205 | 147 |
| Q4 2025 | 167 | 174 |
| Q1 2026 | 199 | 187 |
| Q2 2026 | 266 | 178 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $19.6m | $358.3k | 0.02 |
| Q4 2025 | $7.5m | $1.8m | 0.24 |
| Q1 2026 | $10.2m | $2.6m | 0.25 |
| Q2 2026 | $33.4m | $9.4m | 0.28 |
Biggest buyers
| WASATCH ADVISORS LP | New | +1.2m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +951.1k |
| BlackRock, Inc. | Added | +328.3k |
| FMR LLC | Added | +294.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +276.1k |
| Candriam S.C.A. | Added | +269.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +262.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +260.4k |
| Empowered Funds, LLC | Added | +258.8k |
| FRANKLIN RESOURCES INC | Added | +227.2k |
Biggest sellers
| Van Berkom & Associates Inc. | Reduced | -2.0m |
| AMERIPRISE FINANCIAL INC | Reduced | -573.3k |
| Nine Ten Capital Management LLC | Reduced | -495.3k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -454.9k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -435.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -353.8k |
| Rockefeller Capital Management L.P. | Reduced | -331.1k |
| Champlain Investment Partners, LLC | Reduced | -292.3k |
| AltraVue Capital, LLC | Reduced | -251.9k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | Reduced | -249.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $16.6m139.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.0m42.1k shares |
| CITADEL ADVISORS LLC | Added | $4.6m39.1k shares |
| Twin Tree Management, LP | Added | $4.4m37.3k shares |
| PEAK6 LLC | New | $1.7m14.5k shares |
| D. E. Shaw & Co., Inc. | New | $924.3k7.8k shares |
| SIMPLEX TRADING, LLC | New | $83.0k700 shares |
| GROUP ONE TRADING LLC | New | $23.7k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m42.7k shares |
| JANE STREET GROUP, LLC | New | $2.4m20.2k shares |
| CITADEL ADVISORS LLC | Added | $1.8m15.3k shares |
| SIMPLEX TRADING, LLC | Added | $142.2k1.2k shares |
| Twin Tree Management, LP | Unchanged | $11.8k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 12.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.1% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.4%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 4 | $9.5m | $3.7m |
| Q1 2025 | 0 | — | 1 | $485.1k | $485.1k |
| Q2 2025 | 1 | $119.0k | 5 | $18.2m | $12.4m |
| Q3 2025 | 0 | — | 2 | $586.0k | $108.0k |
| Q4 2025 | 1 | $97.2k | 2 | $659.1k | $659.1k |
| Q1 2026 | 0 | — | 5 | $15.0m | $233.3k |
| Q2 2026 | 0 | — | 11 | $85.5m | $63.4m |
| Q3 2026 | 1 | $161.2k | 7 | $37.4m | $37.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Smith Philip Andrew Chief Executive Officer, director | Sold plan | $3.7m56.2k shares |
| 2026-09-16 | Rotsztain Diego Chief Governance/Legal Officer | Sold plan | $1.4m20.3k shares |
| 2026-09-15 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $3.4m50.5k shares |
| 2026-09-14 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $3.6m52.6k shares |
| 2026-09-14 | Rotsztain Diego Chief Governance/Legal Officer | Sold plan | $2.1m30.3k shares |
| 2026-09-14 | Perkins Abigail H Chief Information Officer | Sold plan | $614.2k8.9k shares |
| 2026-08-14 | Dunaway William J Chief Financial Officer | Sold plan | $6.4m96.5k shares |
| 2026-08-10 | Perkins Abigail H Chief Information Officer | Sold plan | $291.6k4.5k shares |
| 2026-08-10 | Thamodaran Dhamu R. Director · By Trust | Bought | $161.2k2.5k shares |
| 2026-08-07 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $3.5m52.6k shares |
| 2026-08-05 | FOWLER JOHN MOORE Director | Sold plan | $118.8k1.6k shares |
| 2026-07-24 | Rotsztain Diego Chief Governance/Legal Officer | Sold plan | $1.5m20.6k shares |
| 2026-07-22 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board, director | Sold plan | $7.8m104.9k shares |
| 2026-07-22 | Dunaway William J Chief Financial Officer | Sold plan | $7.1m96.0k shares |
| 2026-07-22 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $3.9m52.4k shares |
| 2026-07-22 | Smith Philip Andrew Chief Executive Officer, director | Sold plan | $3.3m45.0k shares |
| 2026-07-22 | Rotsztain Diego Chief Governance/Legal Officer | Sold plan | $2.2m30.0k shares |
| 2026-07-20 | Perkins Abigail H Chief Information Officer | Sold plan | $628.2k8.9k shares |
| 2026-07-15 | BEXIGA ANNABELLE G Director | Sold plan | $170.9k1.5k shares |
| 2026-06-30 | Smith Philip Andrew Chief Executive Officer, director | Sold plan | $6.1m51.5k shares |
| 2026-06-16 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $1.5m11.5k shares |
| 2026-06-15 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board, director | Sold | $10.2m75.0k shares |
| 2026-06-15 | Maurer Mark Lowry Chief Risk Officer | Sold plan | $4.7m34.7k shares |
| 2026-06-15 | BEXIGA ANNABELLE G Director | Sold plan | $200.0k1.5k shares |
| 2026-06-12 | OCONNOR SEAN MICHAEL Executive Vice-Chairman-Board, director | Sold | $9.8m75.0k shares |
| 2026-06-12 | Dunaway William J Chief Financial Officer | Sold plan | $8.3m63.6k shares |
| 2026-06-12 | Lyon Charles M President | Sold | $1.2m9.0k shares |
| 2026-06-08 | Perkins Abigail H Chief Information Officer | Sold plan | $511.0k4.3k shares |
| 2026-05-22 | Maurer Mark Lowry Chief Risk Officer | Sold | $1.3m11.4k shares |
| 2026-05-22 | Smith Philip Andrew Chief Executive Officer, director | Sold plan | $962.1k8.5k shares |
The latest 30 of 44 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 11.3m $1.3bn | Added +328.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.0m $474.4m | Added +262.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.2m $379.7m | Added +179.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 3.1m $369.5m | Reduced -353.8k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 3.0m $351.1m | Reduced -435.8k |
| STATE STREET CORP 0.01% of their portfolio | 2.9m $343.8m | Added +119.5k |
| T. Rowe Price Investment Management, Inc. 0.18% of their portfolio | 2.3m $277.3m | Reduced -170.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.1m $246.7m | Added +88.3k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.7m $195.8m | Reduced -454.9k |
| AltraVue Capital, LLC 11.76% of their portfolio | 1.4m $163.2m | Reduced -251.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.55% of their portfolio | 1.3m $153.5m | Added +951.1k |
| NORGES BANK 0.01% of their portfolio | 1.2m $146.3m | Not comparable |
| WASATCH ADVISORS LP 0.91% of their portfolio | 1.2m $139.7m | New |
| MORGAN STANLEY 0.01% of their portfolio | 975.7k $115.6m | Added +27.2k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 914.6k $108.4m | Reduced -573.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 905.0k $105.2m | Reduced -17.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 878.3k $104.1m | Added +11.3k |
| Driehaus Capital Management LLC 0.60% of their portfolio | 875.5k $103.7m | Added +13.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 829.1k $98.2m | Added +27.3k |
| Invesco Ltd. 0.01% of their portfolio | 788.8k $93.5m | Added +36.9k |
| Van Berkom & Associates Inc. 2.85% of their portfolio | 745.7k $88.4m | Reduced -2.0m |
| Boston Partners 0.08% of their portfolio | 725.2k $85.4m | Reduced -114.6k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 4.07% of their portfolio | 694.1k $82.2m | Reduced -249.5k |
| FMR LLC 0.00% of their portfolio | 676.0k $80.1m | Added +294.3k |
| HENNESSY ADVISORS INC 2.14% of their portfolio | 564.6k $66.9m | Reduced -141.4k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 507.8k $60.2m | Added +19.8k |
| Nuveen, LLC 0.01% of their portfolio | 492.3k $58.3m | Added +70.5k |
| Rockefeller Capital Management L.P. 0.09% of their portfolio | 478.9k $56.7m | Reduced -331.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 451.9k $53.5m | Added +11.3k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 449.8k $55.7m | Added +34.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 433.5k $51.4m | Reduced -31.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 432.5k $51.3m | Added +22.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 425.6k $50.4m | Reduced -43.0k |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 425.4k $50.4m | Reduced -6.2k |
| Candriam S.C.A. 0.21% of their portfolio | 389.4k $46.1m | Added +269.2k |
| BESSEMER GROUP INC 0.05% of their portfolio | 320.7k $38.0m | Added +124.8k |
| WOODMONT INVESTMENT COUNSEL LLC 2.06% of their portfolio | 317.9k $37.7m | Reduced -24.5k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 316.0k $37.4m | Added +193.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 310.4k $36.8m | Added +227.2k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 304.7k $36.1m | Added +120.2k |
| SEGALL BRYANT & HAMILL, LLC 0.43% of their portfolio | 304.4k $36.1m | Added +5.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 293.0k $34.7m | Added +260.4k |
| Empowered Funds, LLC 0.18% of their portfolio | 289.3k $34.3m | Added +258.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 284.2k $33.7m | Added +276.1k |
| Public Sector Pension Investment Board 0.09% of their portfolio | 283.0k $33.5m | Reduced -33.3k |
| UBS Group AG 0.01% of their portfolio | 281.4k $33.3m | Reduced -92.8k |
| Mariner, LLC 0.03% of their portfolio | 278.0k $32.9m | Added +21.4k |
| Tidal Investments LLC 0.08% of their portfolio | 277.2k $32.8m | Reduced -113.5k |
| ASHFORD CAPITAL MANAGEMENT INC 3.51% of their portfolio | 276.0k $32.7m | Reduced -190.6k |
| Champlain Investment Partners, LLC 0.72% of their portfolio | 236.8k $28.1m | Reduced -292.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 232.6k $27.6m | Added +84.1k |
| Perpetual Ltd 0.37% of their portfolio | 219.1k $26.0m | Reduced -110.8k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 212.1k $25.1m | Reduced -5.7k |
| Motley Fool Asset Management LLC 0.92% of their portfolio | 200.9k $23.8m | Reduced -67.4k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.08% of their portfolio | 197.7k $23.4m | Reduced -113.1k |
| CITIGROUP INC 0.01% of their portfolio | 187.2k $22.2m | Added +25.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 183.4k $21.7m | Added +3.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 181.5k $21.5m | Reduced -19.6k |
| Aberdeen Group plc 0.03% of their portfolio | 177.6k $21.0m | Reduced -78.5k |
| ROYCE & ASSOCIATES LP 0.17% of their portfolio | 176.0k $20.9m | Reduced -1.7k |
| Legal & General Group Plc 0.00% of their portfolio | 163.2k $19.3m | Added +5.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 159.0k $18.8m | Reduced -39.9k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 147.8k $17.5m | Added +64.9k |
| Jupiter Topco LLC 0.01% of their portfolio | 145.4k $17.2m | First filing |
| SEI INVESTMENTS CO 0.02% of their portfolio | 144.7k $17.2m | Added +63.1k |
| Swiss National Bank 0.01% of their portfolio | 142.2k $16.8m | Added +10.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 141.8k $16.8m | Reduced -43.3k |
| Legato Capital Management LLC 1.33% of their portfolio | 135.5k $16.1m | Reduced -32.8k |
| Hiddenite Capital Partners LP 3.88% of their portfolio | 133.4k $15.8m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 131.6k $15.6m | Reduced -42.5k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 130.3k $15.4m | Added +9.5k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 129.0k $15.3m | Added +124.6k |
| 12th Street Asset Management Company, LLC 2.04% of their portfolio | 120.7k $14.3m | Reduced -66.4k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 119.4k $14.1m | Added +5.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 113.3k $13.4m | Added +25.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 112.5k $13.3m | Reduced -33.0k |
| Apollon Wealth Management, LLC 0.15% of their portfolio | 106.3k $12.6m | New |
| Phocas Financial Corp. 1.71% of their portfolio | 103.7k $12.3m | Reduced -32.2k |
| IBEX WEALTH ADVISORS 0.96% of their portfolio | 103.5k $12.3m | Added +3.2k |
| BURNEY CO/ 0.31% of their portfolio | 97.5k $11.5m | Added +79.7k |
| Swedbank AB 0.01% of their portfolio | 97.0k $11.5m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 93.9k $7.6m | Added +3.1k |
| Squarepoint Ops LLC 0.02% of their portfolio | 88.0k $10.4m | Reduced -10.3k |
| Nine Ten Capital Management LLC 3.12% of their portfolio | 84.7k $10.0m | Reduced -495.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 84.2k $10.0m | Reduced -14.5k |
| LPL Financial LLC 0.00% of their portfolio | 82.4k $9.8m | Added +7.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 82.2k $9.7m | Added +4.8k |
| Jefferson Bridge Capital, LLC 8.42% of their portfolio | 82.0k $9.7m | Reduced -9.5k |
| TD Asset Management Inc 0.01% of their portfolio | 81.7k $9.7m | Reduced -53.8k |
| WINTON GROUP Ltd 0.31% of their portfolio | 81.5k $9.7m | Added +7.1k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 78.9k $9.4m | Added +30.8k |
| OP Asset Management Ltd 0.10% of their portfolio | 75.4k $8.9m | Reduced -11.7k |
| CSM Advisors, LLC 0.19% of their portfolio | 73.4k $8.7m | Reduced -33.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 73.1k $8.7m | Added +19.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 72.7k $8.6m | Added +5.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 69.7k $8.3m | Added +30.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 68.8k $8.2m | Added +5.6k |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 66.9k $7.9m | New |
| Millington Financial Advisors, LLC 1.77% of their portfolio | 65.7k $4.5m | Added +20.3k |
| HARBOR CAPITAL ADVISORS, INC. 0.52% of their portfolio | 64.6k $7.7m | Reduced -33.9k |