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	$192K	Buy	+17,700	New	+$210K	﹤0.01%	4796
2022 Q1	–	Sell	-51,000	Closed	-$860K	–	4199
2021 Q4	$860K	Buy	51,000 +26,400	+107%	+$669K	﹤0.01%	2702
2021 Q3	$854K	Buy	24,600 +6,900	+39%	+$358K	﹤0.01%	2755
2021 Q2	$1.19M	Sell	17,700 -4,200	-19%	-$272K	﹤0.01%	2330
2021 Q1	$1.34M	Sell	21,900 -9,300	-30%	-$726K	﹤0.01%	2048
2020 Q4	$2.62M	Sell	31,200 -2,500	-7%	-$167K	0.01%	1315
2020 Q3	$1.78M	Buy	33,700 +22,600	+204%	+$1.08M	0.01%	1372
2020 Q2	$430K	Sell	11,100 -49,600	-82%	-$1.45M	﹤0.01%	2105
2020 Q1	$1.32M	Buy	60,700 +27,000	+80%	+$1.03M	0.01%	1225
2019 Q4	$1.34M	Buy	33,700 +27,400	+435%	+$1M	﹤0.01%	1914
2019 Q3	$219K	Sell	6,300 -13,600	-68%	-$453K	﹤0.01%	3134
2019 Q2	$589K	Buy	+19,900	New	+$585K	﹤0.01%	2369

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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.