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
2022 Q1	–	Sell	-44,900	Closed	-$757K	–	4200
2021 Q4	$757K	Buy	44,900 +29,900	+199%	+$758K	﹤0.01%	2817
2021 Q3	$521K	Sell	15,000 -16,600	-53%	-$862K	﹤0.01%	3224
2021 Q2	$2.12M	Buy	31,600 +11,500	+57%	+$746K	﹤0.01%	1822
2021 Q1	$1.23M	Sell	20,100 -25,600	-56%	-$2M	﹤0.01%	2120
2020 Q4	$3.83M	Sell	45,700 -200	-0.4%	-$13.4K	0.01%	1086
2020 Q3	$2.43M	Buy	45,900 +24,900	+119%	+$1.19M	0.01%	1187
2020 Q2	$814K	Sell	21,000 -52,200	-71%	-$1.52M	﹤0.01%	1665
2020 Q1	$1.59M	Buy	73,200 +37,300	+104%	+$1.42M	0.01%	1099
2019 Q4	$1.43M	Buy	35,900 +18,900	+111%	+$691K	﹤0.01%	1859
2019 Q3	$591K	Sell	17,000 -10,600	-38%	-$353K	﹤0.01%	2416
2019 Q2	$816K	Buy	+27,600	New	+$812K	﹤0.01%	2109

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.