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Fourth Sail Capital’s StoneCo STNE Stock Holding History

Fourth Sail Capital’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
2026
Q2 		$15.9M Buy
+1,465,500
New +$17.4M 2.41% 20
2026
Q1 		– Sell
-1,190,557
Closed -$17.6M – 33
2025
Q4 		$17.6M Buy
1,190,557
+504,157
+73% +$8.43M 2.82% 16
2025
Q3 		$13M Buy
+686,400
New +$10.9M 3.14% 18
2025
Q2 		– Sell
-1,301,556
Closed -$13.6M – 31
2025
Q1 		$13.6M Buy
+1,301,556
New +$12.3M 3.19% 14
2024
Q4 		– Sell
-816,333
Closed -$9.19M – 27
2024
Q3 		$9.19M Sell
816,333
-962,067
-54% -$12.3M 2.31% 18
2024
Q2 		$21.3M Buy
+1,778,400
New +$26.2M 4.89% 9

Other funds holding STNE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Fourth Sail Capital's STNE Position: Q2 2026 in Review

Fourth Sail Capital opened a new position in StoneCo (STNE) in Q2 2026: 1,465,500 shares worth $15.9M. The stake represents 2.41% of the portfolio and ranks #20 among its holdings. This is a return to the name: Fourth Sail Capital previously reported a position in STNE as recently as Q4 2025.

Fourth Sail Capital first reported a position in STNE in Q2 2024 and has held it in 6 quarters since. The position peaked at $21.3M in Q2 2024. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Fourth Sail Capital held 1,465,500 shares of StoneCo worth $15.9M as of Q2 2026.
  • StoneCo was a new Fourth Sail Capital position in Q2 2026.
  • StoneCo made up 2.41% of Fourth Sail Capital's portfolio in Q2 2026, its #20 holding.
  • Fourth Sail Capital first reported a position in StoneCo in Q2 2024 and has held it in 6 quarters since.
  • Fourth Sail Capital's StoneCo position peaked at $21.3M in Q2 2024.
  • 272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Fourth Sail Capital's 13F filing for Q2 2026, filed 5 Aug 2026.