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John Overdeck’s StoneCo STNE Stock Holding History

John Overdeck’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 		$951K Buy
87,738
+46,304
+112% +$549K ﹤0.01% 3657
2026
Q1 		$585K Buy
+41,434
New +$637K ﹤0.01% 3633
2025
Q4 		– Sell
-69,700
Closed -$1.32M – 4419
2025
Q3 		$1.32M Buy
+69,700
New +$1.11M ﹤0.01% 2404
2024
Q2 		– Sell
-2,335,937
Closed -$38.8M – 3318
2024
Q1 		$38.8M Sell
2,335,937
-2,252,373
-49% -$38.6M 0.09% 274
2023
Q4 		$82.7M Buy
4,588,310
+2,249,417
+96% +$29.6M 0.19% 143
2023
Q3 		$25M Sell
2,338,893
-2,812,090
-55% -$34.6M 0.07% 331
2023
Q2 		$65.6M Buy
5,150,983
+1,770,904
+52% +$22.1M 0.16% 165
2023
Q1 		$32.2M Buy
3,380,079
+321,784
+11% +$3.08M 0.09% 262
2022
Q4 		$28.9M Buy
3,058,295
+897,376
+42% +$9.4M 0.09% 265
2022
Q3 		$20.6M Buy
2,160,919
+40,142
+2% +$384K 0.07% 319
2022
Q2 		$16.3M Sell
2,120,777
-3,113,125
-59% -$29.8M 0.05% 371
2022
Q1 		$61.2M Sell
5,233,902
-61,523
-1% -$804K 0.18% 140
2021
Q4 		$89.3M Buy
5,295,425
+4,533,208
+595% +$115M 0.19% 128
2021
Q3 		$26.5M Buy
762,217
+687,458
+920% +$35.7M 0.06% 363
2021
Q2 		$5.01M Buy
+74,759
New +$4.85M 0.01% 1206
2021
Q1 		– Sell
-453,235
Closed -$35.4M – 4225
2020
Q4 		$38M Buy
+453,235
New +$30.4M 0.11% 213
2020
Q3 		– Sell
-36,234
Closed -$1.73M – 3531
2020
Q2 		$1.4M Buy
36,234
+21,789
+151% +$635K 0.01% 1301
2020
Q1 		$314K Buy
+14,445
New +$551K ﹤0.01% 2268

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

John Overdeck's STNE Position: Q2 2026 in Review

John Overdeck increased its StoneCo (STNE) stake by 112% in Q2 2026, buying an estimated $549K and bringing the position to 87,738 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

John Overdeck first reported a position in STNE in Q1 2020 and has held it in 18 quarters since. The position peaked at $89.3M in Q4 2021. 271 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • John Overdeck held 87,738 shares of StoneCo worth $951K as of Q2 2026.
  • John Overdeck bought 46,304 StoneCo shares in Q2 2026, an estimated $549K.
  • StoneCo made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3657 holding.
  • John Overdeck first reported a position in StoneCo in Q1 2020 and has held it in 18 quarters since.
  • John Overdeck's StoneCo position peaked at $89.3M in Q4 2021.
  • 271 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.