Vault-13

STONECO LTD STNE

COM CL A · Common Stock · CUSIP G85158106 · ISIN KYG851581069

Financial technology company

253 institutional holders -1 vs Q3 2022
219,268,539219.3m shares reported held*
$2.1bnreported value*
42 new 71 added 79 reduced 45 sold out net bought ≈ $54.1m (+5.7m shares)

* 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 ($932.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.44. Options: 16 managers hold calls ($69.5m notional), 11 hold puts ($15.7m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 254Q4 22: 253253Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022254
Q4 2022253

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ3 22 calls: $65.1mQ3 22 puts: $23.0mQ3 22P/C 0.35Q4 22 calls: $69.5mQ4 22 puts: $15.7mQ4 22P/C 0.23
Numbers
QuarterCallsPutsP/C
Q3 2022$65.1m$23.0m0.35
Q4 2022$69.5m$15.7m0.23

Biggest buyers

Point72 Asset Management, L.P. Added +7,899,800+7.9m
CITADEL ADVISORS LLC Added +4,989,331+5.0m
Robeco Institutional Asset Management B.V. New +2,180,000+2.2m
Blackstone Inc. Added +2,059,571+2.1m
MFN Partners Management, LP Added +2,000,000+2.0m
UBS Group AG Added +1,805,874+1.8m
FMR LLC Added +1,695,195+1.7m
Alta Park Capital, LP New +1,475,346+1.5m
TEACHER RETIREMENT SYSTEM OF TEXAS Added +1,372,527+1.4m
Azora Capital LP New +1,248,699+1.2m

Biggest sellers

ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Sold out -5,072,360-5.1m
Polunin Capital Partners Ltd Sold out -3,543,191-3.5m
Truxt Investmentos Ltda. Reduced -3,516,552-3.5m
SPX Gestao de Recursos Ltda Sold out -2,484,329-2.5m
FEDERATED HERMES, INC. Reduced -1,509,971-1.5m
MILLENNIUM MANAGEMENT LLC Reduced -1,428,574-1.4m
RENAISSANCE TECHNOLOGIES LLC Reduced -1,274,740-1.3m
Cubist Systematic Strategies, LLC Reduced -1,018,307-1.0m
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Reduced -902,500-902.5k
2Xideas AG Sold out -740,019-740.0k

Biggest calls

GROUP ONE TRADING LLC Reduced $18.8m2.0m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $10.2m1.1m shares
Maple Rock Capital Partners Inc. New $9.4m1.0m shares
CITADEL ADVISORS LLC Added $8.7m919.0k shares
JANE STREET GROUP, LLC Added $7.2m757.5k shares
PEAK6 Investments LLC Added $3.1m332.3k shares
Polar Asset Management Partners Inc. New $2.7m287.4k shares
SIMPLEX TRADING, LLC Reduced $2.5m268.9k shares
WOLVERINE TRADING, LLC Reduced $2.1m218.4k shares
Caption Management, LLC Reduced $1.7m183.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.8m721.9k shares
CITADEL ADVISORS LLC Reduced $3.0m319.7k shares
GROUP ONE TRADING LLC Reduced $1.9m197.8k shares
JANE STREET GROUP, LLC Reduced $1.3m142.2k shares
WOLVERINE TRADING, LLC Added $841.0k89.1k shares
SIMPLEX TRADING, LLC Reduced $705.0k74.7k shares
Walleye Trading LLC Added $545.6k57.8k shares
PEAK6 Investments LLC Added $486.2k51.5k shares
BANK OF MONTREAL /CAN/ Unchanged $66.4k7.0k shares
Cutler Group LLC / CA Added $20.0k6.1k 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.

HolderStakeChangeShares Last filed
Madrone Partners, L.P. 13D · may seek influence filed 2026-10-07 10.8% 25.2m≈ $273.5m 2026-10-07
BlackRock, Inc. 13G · institution -2.7 pts · filed 2026-10-27 8.7% -2.7 pts 18.9m≈ $205.1m 2026-10-27
VCK Investment Fund Ltd (SAC) 13G · exempt (held before listing) filed 2025-11-14 8.2% 21.5m≈ $232.5m 2025-11-14

Insider purchases and sales in Q4 2022

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.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MADRONE ADVISORS, LLC 46.13% of their portfolio Denver, CO 25,339,27625.3m $239.2m $239.2m 46.13% First filing
2 BlackRock Inc. 0.01% of their portfolio New York, NY 22,305,28822.3m $210.6m $210.6m 0.01% Added +853.4k +853,377
3 Point72 Asset Management, L.P. 0.43% of their portfolio STAMFORD, CT 12,021,20012.0m $113.5m $113.5m 0.43% Added +7.9m +7,899,800
4 Berkshire Hathaway Inc 0.03% of their portfolio Omaha, NE 10,695,44810.7m $101.0m $101.0m 0.03% Unchanged
5 FMR LLC 0.01% of their portfolio BOSTON, MA 9,695,9799.7m $91.5m $91.5m 0.01% Added +1.7m +1,695,195
6 Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio CHIYODA-KU, TOKYO, M0 9,494,6969.5m $89.6m $89.6m 0.07% Reduced -102.1k -102,128
7 Amova Asset Management Americas, Inc. 1.29% of their portfolio New York, NY 9,494,6969.5m $89.6m $89.6m 1.29% Reduced -102.1k -102,128
8 Invesco Ltd. 0.02% of their portfolio ATLANTA, GA 6,021,7926.0m $56.8m $56.8m 0.02% Added +856.4k +856,420
9 MFN Partners Management, LP 1.25% of their portfolio BOSTON, MA 6,000,0006.0m $56.6m $56.6m 1.25% Added +2.0m +2,000,000
10 CITADEL ADVISORS LLC 0.06% of their portfolio MIAMI, FL 5,917,5645.9m $55.9m $55.9m 0.06% Added +5.0m +4,989,331
11 Kora Management LP 13.93% of their portfolio BROOKLYN, NY 4,643,0004.6m $43.8m $43.8m 13.93% Unchanged
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 4,517,2184.5m $42.6m $42.6m 0.00% Reduced -16.1k -16,148
13 ABRAMS BISON INVESTMENTS, LLC 4.09% of their portfolio Bethesda, MD 4,065,0004.1m $38.4m $38.4m 4.09% Reduced -435.0k -435,000
14 TWO SIGMA ADVISERS, LP 0.11% of their portfolio NEW YORK, NY 4,011,6004.0m $37.9m $37.9m 0.11% Added +764.9k +764,900
15 BAMCO INC /NY/ 0.12% of their portfolio NEW YORK, NY 3,769,0803.8m $35.6m $35.6m 0.12% Reduced -296.8k -296,842
16 Lead Edge Capital Management, LLC 11.68% of their portfolio NEW YORK, NY 3,578,7543.6m $33.8m $33.8m 11.68% Unchanged
17 MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 3,462,1843.5m $32.7m $32.7m 0.04% Reduced -1.4m -1,428,574
18 UBS Group AG 0.02% of their portfolio ZURICH, V8 3,333,0713.3m $31.5m $31.5m 0.02% Added +1.8m +1,805,874
19 Blackstone Inc. 0.11% of their portfolio NEW YORK, NY 3,164,5713.2m $29.9m $29.9m 0.11% Added +2.1m +2,059,571
20 Advent International, L.P. 0.34% of their portfolio BOSTON, MA 3,102,1823.1m $29.3m $29.3m 0.34% Unchanged
21 TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio NEW YORK, NY 3,058,2953.1m $28.9m $28.9m 0.09% Added +897.4k +897,376
22 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,649,5742.6m $25.0m $25.0m 0.00% Added +37.9k +37,946
23 TYBOURNE CAPITAL MANAGEMENT (HK) LTD 2.47% of their portfolio HONG KONG, K3 2,629,4632.6m $24.8m $24.8m 2.47% Reduced -343.9k -343,900
24 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 2,459,8462.5m $23.2m $23.2m 0.04% Reduced -20.8k -20,767
25 ARK Investment Management LLC 0.20% of their portfolio ST. PETERSBURG, FL 2,443,4552.4m $23.1m $23.1m 0.20% Reduced -150.7k -150,722
26 Robeco Institutional Asset Management B.V. 0.06% of their portfolio ROTTERDAM, P7 2,180,0002.2m $20.6m $20.6m 0.06% New
27 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 2,140,6272.1m $20.2m $20.2m 0.01% Added +117.6k +117,649
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,956,4462.0m $18.5m $18.5m 0.00% Reduced -362.3k -362,287
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 1,917,2061.9m $18.1m $18.1m 0.00% Reduced -25.4k -25,370
30 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 1,872,1431.9m $17.7m $17.7m 0.03% Added +590.7k +590,710
31 Builders Union LLP 15.40% of their portfolio London, X0 1,625,1001.6m $15.3m $15.3m 15.40% Unchanged
32 FEDERATED HERMES, INC. 0.04% of their portfolio PITTSBURGH, PA 1,517,6721.5m $14.3m $14.3m 0.04% Reduced -1.5m -1,509,971
33 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,514,2301.5m $14.3m $14.3m 0.00% Added +118.3k +118,285
34 Incline Global Management LLC 5.27% of their portfolio New York, NY 1,511,9391.5m $14.3m $14.3m 5.27% Reduced -639.5k -639,545
35 TEACHER RETIREMENT SYSTEM OF TEXAS 0.10% of their portfolio AUSTIN, TX 1,508,0441.5m $14.2m $14.2m 0.10% Added +1.4m +1,372,527
36 Alta Park Capital, LP 1.95% of their portfolio San Francisco, CA 1,475,3461.5m $13.9m $13.9m 1.95% New
37 BAILLIE GIFFORD & CO 0.01% of their portfolio EDINBURGH, X0 1,461,8751.5m $13.8m $13.8m 0.01% Added +18.8k +18,849
38 Azora Capital LP 2.01% of their portfolio MIAMI, FL 1,248,6991.2m $11.8m $11.8m 2.01% New
39 Temasek Holdings (Private) Ltd 0.07% of their portfolio SINGAPORE, U0 1,234,8501.2m $11.7m $11.7m 0.07% Unchanged
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio JUPITER, FL 1,153,8611.2m $10.9m $10.9m 0.06% Reduced -517.9k -517,907
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 1,137,1651.1m $10.7m $10.7m 0.02% New
42 Truxt Investmentos Ltda. 2.85% of their portfolio RIO DE JANEIRO, D5 1,112,9801.1m $10.5m $10.5m 2.85% Reduced -3.5m -3,516,552
43 Coronation Fund Managers Ltd. 0.29% of their portfolio Cape Town, T3 1,088,3941.1m $10.3m $10.3m 0.29% Added +380.3k +380,251
44 Capital Research Global Investors 0.00% of their portfolio Los Angeles, CA 1,034,1081.0m $9.8m $9.8m 0.00% Added +10.1k +10,059
45 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 994,053994.1k $9.4m $9.4m 0.00% Added +48.6k +48,627
46 Slate Path Capital LP 0.48% of their portfolio New York, NY 940,000940.0k $8.9m $8.9m 0.48% New
47 JGP Global Gestao de Recursos Ltda. 6.60% of their portfolio RIO DE JANEIRO, D5 900,000900.0k $9.2m $9.2m 6.60% Unchanged
48 Monaco Asset Management SAM 3.03% of their portfolio Monaco, O9 900,000900.0k $8.5m $8.5m 3.03% Added +625.0k +625,000
49 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 866,264866.3k $8.2m $8.2m 0.00% Added +8.9k +8,949
50 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 842,609842.6k $8.0m $8.0m 0.00% Reduced -68.4k -68,390
51 Teewinot Capital Advisers, L.L.C. 1.67% of their portfolio Norwalk, CT 784,901784.9k $7.4m $7.4m 1.67% Added +365.6k +365,603
52 FORMULA GROWTH LTD 1.91% of their portfolio MONTREAL, A8 689,911689.9k $6.5m $6.5m 1.91% Reduced -375.0k -375,000
53 TIGER GLOBAL MANAGEMENT LLC 0.08% of their portfolio New York, NY 685,801685.8k $6.5m $6.5m 0.08% Unchanged
54 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 643,652643.7k $6.1m $6.1m 0.00% Added +262.3k +262,317
55 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 604,255604.3k $5.7m $5.7m 0.00% Added +37.8k +37,827
56 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 539,312539.3k $5.1m $5.1m 0.01% Reduced -57.9k -57,930
57 GROUP ONE TRADING LLC 0.16% of their portfolio CHICAGO, IL 497,163497.2k $4.7m $4.7m 0.16% Reduced -262.5k -262,488
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 482,182482.2k $4.6m $4.6m 0.01% Reduced -4.4k -4,358
59 RBF Capital, LLC 0.34% of their portfolio RENO, NV 475,500475.5k $4.5m $4.5m 0.34% Added +89.0k +89,000
60 AXA S.A. 0.02% of their portfolio PARIS, I0 450,260450.3k $4.3m $4.3m 0.02% Reduced -430.7k -430,674
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 420,016420.0k $4.0m $4.0m 0.00% Added +267.7k +267,660
62 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 392,349392.3k $3.7m $3.7m 0.00% First filing
63 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 385,481385.5k $3.6m $3.6m 0.00% Added +5.6k +5,604
64 Nixon Capital, LLC 2.38% of their portfolio Austin, TX 371,937371.9k $3.5m $3.5m 2.38% Added +358.9k +358,937
65 Legal & General Group Plc 0.00% of their portfolio London, X0 343,197343.2k $3.2m $3.2m 0.00% Added +52.1k +52,080
66 Lombard Odier Asset Management (Europe) Ltd 0.14% of their portfolio LONDON, X0 340,000340.0k $3.2m $3.2m 0.14% New
67 NORGES BANK 0.00% of their portfolio OSLO, Q8 335,015335.0k $3.2m $3.2m 0.00% Unchanged
68 Manning & Napier Group, LLC 0.04% of their portfolio Fairport, NY 328,985329.0k $3.1m $3.1m 0.04% Reduced -458.0k -458,020
69 Liontrust Investment Partners LLP 0.05% of their portfolio LONDON, X0 319,208319.2k $2.7m $2.7m 0.05% Unchanged
70 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 316,600316.6k $3.0m $3.0m 0.01% Added +180.6k +180,600
71 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 281,500281.5k $2.7m $2.7m 0.00% Unchanged
72 DUALITY ADVISERS, LP 0.29% of their portfolio MIAMI, FL 274,344274.3k $2.6m $2.6m 0.29% New
73 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 260,800260.8k $2.5m $2.5m 0.00% Reduced -1.3m -1,274,740
74 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 234,166234.2k $2.2m $2.2m 0.01% Reduced -13.8k -13,778
75 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 217,823217.8k $2.0m $2.0m 0.00% Added +191.3k +191,330
76 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 211,534211.5k $2.0m $2.0m 0.00% Reduced -368.7k -368,718
77 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 201,303201.3k $1.9m $1.9m 0.00% Reduced -319.4k -319,366
78 BERYLSON CAPITAL PARTNERS, LLC 5.45% of their portfolio Boston, MA 198,000198.0k $1.9m $1.9m 5.45% Reduced -100.0k -100,000
79 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 195,886195.9k $1.8m $1.8m 0.00% Reduced -132 -132
80 Graham Capital Management, L.P. 0.07% of their portfolio ROWAYTON, CT 182,727182.7k $1.7m $1.7m 0.07% New
81 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 174,455174.5k $1.6m $1.6m 0.01% Reduced -1.1k -1,141
82 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 168,637168.6k $1.6m $1.6m 0.00% Added +11.3k +11,303
83 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 162,860162.9k $1.5m $1.5m 0.00% Reduced -431.2k -431,168
84 Penserra Capital Management LLC 0.03% of their portfolio ORINDA, CA 155,906155.9k $1.5m $1.5m 0.03% Added +6.0k +5,996
85 Maxi Investments CY Ltd 1.38% of their portfolio LIMASSOL, G4 154,178154.2k $1.5m $1.5m 1.38% Unchanged
86 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 148,390148.4k $1.4m $1.4m 0.01% Added +41.3k +41,291
87 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 144,106144.1k $1.4m $1.4m 0.01% Unchanged
88 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 140,690140.7k $1.3m $1.3m 0.00% Added +123.3k +123,310
89 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 131,120131.1k $1.2m $1.2m 0.01% Reduced -476 -476
90 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 117,958118.0k $1.1m $1.1m 0.00% Added +35.2k +35,194
91 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 116,923116.9k $1.1m $1.1m 0.00% Added +82.2k +82,193
92 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 111,700111.7k $1.1m $1.1m 0.00% Reduced -11.6k -11,600
93 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 110,659110.7k $1.0m $1.0m 0.00% Added +1.2k +1,183
94 Altrafin AG 0.60% of their portfolio ZURICH, V8 109,329109.3k $1.0m $1.0m 0.60% Reduced -853 -853
95 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 106,161106.2k $1.0m $1.0m 0.00% Unchanged
96 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 104,947104.9k $991.0k $991.0k 0.00% Added +43.6k +43,579
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 104,757104.8k $988.9k $988.9k 0.00% Added +487 +487
98 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 104,056104.1k $982.3k $982.3k 0.02% Reduced -34.5k -34,549
99 NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio ST. LOUIS, MO 101,710101.7k $960.0k $960.0k 0.01% Added +350 +350
100 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 99,00499.0k $934.6k $934.6k 0.00% Reduced -62.1k -62,069