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Custom Index Systems’s StoneCo STNE Stock Holding History

Custom Index Systems’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,249
Closed -$145K – 347
2024
Q4 		$145K Sell
18,249
-2,870
-14% -$29.1K 0.08% 249
2024
Q3 		$238K Sell
21,119
-769
-4% -$9.81K 0.13% 211
2024
Q2 		$262K Buy
+21,888
New +$323K 0.15% 197

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Custom Index Systems's STNE Position: Q1 2025 in Review

Custom Index Systems sold out of StoneCo (STNE) in Q1 2025, closing a stake of 18,249 shares — an estimated $145K sold.

Custom Index Systems first reported a position in STNE in Q2 2024 and held it in 3 quarters. The position peaked at $262K in Q2 2024. 252 funds tracked by Wall St. Rank hold STNE as of Q1 2025.

  • Custom Index Systems reported no remaining StoneCo position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 18,249 StoneCo shares in Q1 2025, an estimated $145K.
  • Custom Index Systems first reported a position in StoneCo in Q2 2024 and held it in 3 quarters.
  • Custom Index Systems's StoneCo position peaked at $262K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held StoneCo as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.