JGGDR
STNE icon

JGP Global Gestao de Recursos’s StoneCo STNE Stock Holding History

JGP Global Gestao de Recursos’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
Q1 		$6.71M Sell
475,123
-2,178,044
-82% -$33.5M 28.98% 1
2025
Q4 		$39.2M Sell
2,653,167
-562,799
-18% -$9.41M 23.15% 2
2025
Q3 		$60.8M Sell
3,215,966
-1,338,359
-29% -$21.3M 35.36% 2
2025
Q2 		$73.1M Buy
4,554,325
+81,587
+2% +$1.09M 35.75% 1
2025
Q1 		$46.9M Buy
4,472,738
+3,707,941
+485% +$34.9M 35.84% 1
2024
Q4 		$6.1M Sell
764,797
-319,561
-29% -$3.24M 13.87% 2
2024
Q3 		$12.2M Sell
1,084,358
-939,722
-46% -$12M 23.83% 2
2024
Q2 		$24.3M Buy
2,024,080
+958,380
+90% +$14.1M 30.81% 1
2024
Q1 		$17.7M Buy
+1,065,700
New +$18.3M 11.38% 3
2023
Q4 		– Sell
-1,556,011
Closed -$16.6M – 60
2023
Q3 		$16.6M Buy
+1,556,011
New +$19.2M 10.5% 5
2023
Q1 		– Sell
-900,000
Closed -$9.18M – 70
2022
Q4 		$9.18M Hold
900,000
– – 6.53% 5
2022
Q3 		$8.94M Hold
900,000
– – 7.54% 5
2022
Q2 		$8.87M Hold
900,000
– – 6.74% 6
2022
Q1 		$8.95M Hold
900,000
– – 5.14% 8
2021
Q4 		$8.91M Hold
900,000
– – 4.14% 8
2021
Q3 		$8.96M Sell
900,000
-424,007
-32% -$22M 3.25% 11
2021
Q2 		$37.4M Buy
1,324,007
+150,998
+13% +$9.79M 12.45% 2
2021
Q1 		$25.7M Buy
+1,173,009
New +$91.5M 15.92% 2
2020
Q2 		– Sell
-409,037
Closed -$8.2M – 73
2020
Q1 		$8.2M Buy
+409,037
New +$15.6M 3.56% 8
2019
Q4 		– Sell
-464,360
Closed -$16.1M – 78
2019
Q3 		$16.1M Buy
+464,360
New +$15.5M 8.93% 5

Other funds holding STNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JGP Global Gestao de Recursos's STNE Position: Q1 2026 in Review

JGP Global Gestao de Recursos reduced its StoneCo (STNE) stake by 82% in Q1 2026, selling an estimated $33.5M and leaving 475,123 shares worth $6.71M. The position accounts for 28.98% of the portfolio, ranked #1.

JGP Global Gestao de Recursos first reported a position in STNE in Q3 2019 and has held it in 20 quarters since. The position peaked at $73.1M in Q2 2025. 275 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • JGP Global Gestao de Recursos held 475,123 shares of StoneCo worth $6.71M as of Q1 2026.
  • JGP Global Gestao de Recursos sold 2,178,044 StoneCo shares in Q1 2026, an estimated $33.5M.
  • StoneCo made up 28.98% of JGP Global Gestao de Recursos's portfolio in Q1 2026, its #1 holding.
  • JGP Global Gestao de Recursos first reported a position in StoneCo in Q3 2019 and has held it in 20 quarters since.
  • JGP Global Gestao de Recursos's StoneCo position peaked at $73.1M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on JGP Global Gestao de Recursos's 13F filing for Q1 2026, filed 8 May 2026.