STONECO LTD STNE
COM CL A · Common Stock · CUSIP G85158106 · ISIN KYG851581069
Financial technology company
- SectorTechnology
- IndustryServices-Computer Processing & Data Preparation
- HeadquartersSão Paulo, Brazil
- Websiteinvestors.stone.co
- 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 ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.96. Options: 15 managers hold calls ($69.3m notional), 11 hold puts ($77.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 254 |
| Q4 2022 | 253 |
| Q1 2023 | 244 |
| Q2 2023 | 256 |
| Q3 2023 | 263 |
| Q4 2023 | 283 |
| Q1 2024 | 294 |
| Q2 2024 | 285 |
| Q3 2024 | 286 |
| Q4 2024 | 278 |
| Q1 2025 | 255 |
| Q2 2025 | 269 |
| Q3 2025 | 280 |
| Q4 2025 | 293 |
| Q1 2026 | 278 |
| Q2 2026 | 274 |
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 | 159 | 143 |
| Q4 2024 | 135 | 137 |
| Q1 2025 | 128 | 161 |
| Q2 2025 | 135 | 134 |
| Q3 2025 | 145 | 129 |
| Q4 2025 | 163 | 132 |
| Q1 2026 | 124 | 146 |
| Q2 2026 | 143 | 136 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $187.0m | $27.2m | 0.15 |
| Q4 2025 | $86.9m | $20.5m | 0.24 |
| Q1 2026 | $100.6m | $48.5m | 0.48 |
| Q2 2026 | $69.3m | $77.1m | 1.11 |
Biggest buyers
| UBS Group AG | Added | +2.0m |
| MACKENZIE FINANCIAL CORP | Added | +2.0m |
| Schonfeld Strategic Advisors LLC | New | +1.8m |
| Incline Global Management LLC | Added | +1.5m |
| Fourth Sail Capital LP | New | +1.5m |
| Assenagon Asset Management S.A. | Added | +1.1m |
| PRUDENTIAL FINANCIAL INC | Added | +1.0m |
| HRT FINANCIAL LP | New | +1.0m |
| Robeco Institutional Asset Management B.V. | Added | +767.8k |
| Squarepoint Ops LLC | New | +741.7k |
Biggest sellers
| FMR LLC | Reduced | -8.4m |
| BRC-Global BAH Investments Ltd. | Sold out | -7.6m |
| SPX Gestao de Recursos Ltda | Reduced | -4.7m |
| BANK OF AMERICA CORP /DE/ | Reduced | -3.3m |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | Reduced | -2.9m |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. | Sold out | -2.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.8m |
| Sharp Capital Gestora de Recursos Ltda. | Reduced | -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.1m |
| Point72 Asset Management, L.P. | Reduced | -493.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $26.1m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.3m767.2k shares |
| Walleye Trading LLC | Reduced | $5.8m532.7k shares |
| Schonfeld Strategic Advisors LLC | New | $5.4m502.0k shares |
| IMC-Chicago, LLC | Added | $5.4m494.2k shares |
| Point72 Asset Management, L.P. | Reduced | $3.8m354.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $3.1m281.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.6m244.1k shares |
| JANE STREET GROUP, LLC | Added | $2.5m230.8k shares |
| GROUP ONE TRADING LLC | Reduced | $2.3m213.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $34.0m3.1m shares |
| Schonfeld Strategic Advisors LLC | New | $29.8m2.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.6m608.6k shares |
| Point72 Asset Management, L.P. | Reduced | $2.3m216.6k shares |
| IMC-Chicago, LLC | Reduced | $2.0m187.7k shares |
| JANE STREET GROUP, LLC | Reduced | $1.2m106.6k shares |
| GOLDMAN SACHS GROUP INC | New | $813.0k75.0k shares |
| GROUP ONE TRADING LLC | Added | $153.9k14.2k shares |
| Walleye Capital LLC | Reduced | $122.5k11.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $75.9k7.0k 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 |
|---|---|
| Madrone Partners, L.P. 13D · may seek influence filed 2026-10-07 | 10.8% |
| BlackRock, Inc. 13G · institution -2.7 pts · filed 2026-10-27 | 8.7% |
| VCK Investment Fund Ltd (SAC) 13G · exempt (held before listing) filed 2025-11-14 | 8.2% |
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 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $97.4k | — |
| Q2 2026 | 1 | $217.3k | 1 | $101.6k | — |
| Q3 2026 | 0 | — | 1 | $208.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Morais Silvio Jose Director · By Mali Investment Holdings Ltd. | Sold | $208.1k21.0k shares |
| 2026-06-12 | Morais Silvio Jose Director · By Mali Investment Holdings Ltd. | Sold | $101.6k9.0k shares |
| 2026-05-15 | Ventura Salgado Diego CFO and IR Officer | Bought | $112.2k11.6k shares |
| 2026-05-15 | Ventura Salgado Diego CFO and IR Officer | Bought | $105.1k10.9k shares |
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. 0.01% of their portfolio | 36.3m $393.7m | Added +577.2k |
| MADRONE ADVISORS, LLC 19.69% of their portfolio | 25.3m $274.7m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 7.7m $83.8m | Reduced -27.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 5.1m $70.4m | Added +196.1k |
| UBS Group AG 0.01% of their portfolio | 5.0m $53.7m | Added +2.0m |
| Point72 Asset Management, L.P. 0.08% of their portfolio | 4.7m $51.4m | Reduced -493.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 3.8m $41.5m | Added +280.5k |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. 5.68% of their portfolio | 3.7m $40.6m | Reduced -2.9m |
| Polunin Capital Partners Ltd 9.65% of their portfolio | 3.5m $39.3m | Added +154.1k |
| SPX Gestao de Recursos Ltda 3.63% of their portfolio | 3.0m $32.6m | Reduced -4.7m |
| NORGES BANK 0.00% of their portfolio | 2.8m $30.4m | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.7m $29.4m | Reduced -3.3m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.6m $28.2m | Added +280.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.5m $27.4m | Reduced -32.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.3m $25.4m | Reduced -364.8k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 2.1m $22.5m | Added +2.0m |
| Legal & General Group Plc 0.00% of their portfolio | 2.0m $22.2m | Added +82.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 2.0m $21.8m | Reduced -459.8k |
| Schonfeld Strategic Advisors LLC 0.10% of their portfolio | 1.8m $19.5m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.7m $18.7m | Added +116.0k |
| Incline Global Management LLC 4.99% of their portfolio | 1.6m $17.8m | Added +1.5m |
| FMR LLC 0.00% of their portfolio | 1.6m $17.8m | Reduced -8.4m |
| Fourth Sail Capital LP 2.41% of their portfolio | 1.5m $15.9m | New |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.3m $13.7m | Reduced -430.0k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 1.2m $12.5m | Added +1.1m |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 1.1m $11.9m | Added +1.0m |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 1.0m $11.3m | Added +767.8k |
| HRT FINANCIAL LP 0.03% of their portfolio | 1.0m $11.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 876.2k $9.5m | Reduced -105.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 863.1k $9.4m | Added +72.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 822.5k $8.9m | Added +300.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 803.7k $8.7m | Added +406.0k |
| CITIGROUP INC 0.00% of their portfolio | 765.7k $8.3m | Added +72.8k |
| Squarepoint Ops LLC 0.02% of their portfolio | 741.7k $8.0m | New |
| Man Group plc 0.01% of their portfolio | 722.5k $7.8m | Added +501.1k |
| Trexquant Investment LP 0.05% of their portfolio | 691.1k $7.5m | New |
| Sharp Capital Gestora de Recursos Ltda. 4.99% of their portfolio | 662.7k $7.2m | Reduced -1.1m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 628.8k $6.8m | Added +552.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 557.0k $6.0m | Reduced -88.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 541.2k $5.9m | Added +104.5k |
| Invesco Ltd. 0.00% of their portfolio | 506.4k $5.5m | Reduced -30.9k |
| one8zero8, LLC 1.07% of their portfolio | 496.9k $5.4m | Added +151.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 471.1k $5.1m | Reduced -87.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 467.2k $5.1m | Added +85.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 451.4k $4.9m | Added +276.1k |
| Amundi 0.00% of their portfolio | 450.5k $4.9m | Added +20.5k |
| Truffle Hound Capital, LLC 2.73% of their portfolio | 400.0k $4.3m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 381.3k $4.1m | Added +131.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 380.4k $4.1m | Reduced -57.8k |
| Swiss National Bank 0.00% of their portfolio | 371.5k $4.0m | Reduced -59.8k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 365.0k $4.0m | Added +50.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 360.3k $3.9m | Added +304.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 359.2k $3.9m | Reduced -140.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 349.7k $3.8m | New |
| NATIXIS 0.02% of their portfolio | 348.5k $3.8m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 339.4k $3.7m | Added +168.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 338.4k $3.7m | Added +152.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 323.7k $3.5m | Reduced -2.0k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 322.8k $3.5m | Added +57.8k |
| Itau Unibanco Holding S.A. 0.06% of their portfolio | 276.1k $3.0m | Added +125.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 275.5k $3.9m | Reduced -395.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 263.8k $2.9m | Unchanged |
| Creative Planning 0.00% of their portfolio | 254.6k $2.8m | Added +91.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 253.0k $2.7m | Added +75.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 241.0k $2.6m | Reduced -7.6k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 213.4k $2.3m | Added +16.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 198.9k $2.2m | New |
| Empowered Funds, LLC 0.01% of their portfolio | 198.9k $2.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 196.3k $2.1m | Reduced -19.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 192.0k $2.1m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 191.4k $2.1m | Reduced -1.8m |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 176.3k $1.9m | Added +28.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 173.7k $1.9m | Added +156.1k |
| Numerai GP LLC 0.15% of their portfolio | 169.7k $1.8m | Added +158.8k |
| Quantbot Technologies LP 0.07% of their portfolio | 167.5k $1.8m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 167.5k $1.8m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 166.9k $1.8m | Added +144.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 164.8k $1.8m | Added +40.9k |
| Penserra Capital Management LLC 0.01% of their portfolio | 164.3k $1.8m | Reduced -57.9k |
| AVIVA PLC 0.00% of their portfolio | 160.4k $1.7m | Reduced -1.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 160.4k $1.7m | Reduced -2.7k |
| XTX Topco Ltd 0.02% of their portfolio | 159.2k $1.7m | Added +26.0k |
| Aquatic Capital Management LLC 0.06% of their portfolio | 159.1k $1.7m | New |
| PenderFund Capital Management Ltd. 0.22% of their portfolio | 157.2k $1.7m | Added +57.2k |
| Public Sector Pension Investment Board 0.00% of their portfolio | 156.9k $1.7m | Reduced -21.3k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 147.2k $1.6m | Reduced -1.2k |
| Polymer Capital Management (US) LLC 0.22% of their portfolio | 135.6k $1.5m | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 132.8k $1.4m | Reduced -4.2k |
| Holocene Advisors, LP 0.00% of their portfolio | 132.4k $1.4m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 124.0k $1.3m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 110.9k $1.2m | Reduced -107.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 108.0k $1.2m | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 105.2k $1.1m | Reduced -10.6k |
| Erste Asset Management GmbH 0.01% of their portfolio | 100.0k $1.1m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 99.9k $1.1m | Reduced -20.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 94.6k $1.0m | New |
| Police & Firemen's Retirement System of New Jersey 0.01% of their portfolio | 93.1k $1.0m | Reduced -514 |
| Banco Santander, S.A. 0.01% of their portfolio | 92.4k $1.0m | Added +37.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 87.7k $951.1k | Added +46.3k |
| SG Americas Securities, LLC 0.00% of their portfolio | 85.2k $924.0k | Reduced -181.0k |