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Lead Edge Capital Management’s StoneCo STNE Stock Holding History

Lead Edge Capital Management’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
2025
Q3 		– Sell
-1,183,391
Closed -$19M – 9
2025
Q2 		$19M Sell
1,183,391
-663,000
-36% -$8.85M 5.25% 8
2025
Q1 		$19.4M Hold
1,846,391
– – 5.88% 8
2024
Q4 		$14.7M Hold
1,846,391
– – 4.98% 8
2024
Q3 		$20.8M Hold
1,846,391
– – 6.02% 8
2024
Q2 		$22.1M Sell
1,846,391
-809,163
-30% -$11.9M 7.07% 7
2024
Q1 		$44.1M Sell
2,655,554
-437,000
-14% -$7.49M 13.56% 4
2023
Q4 		$55.8M Sell
3,092,554
-183,600
-6% -$2.41M 14.9% 3
2023
Q3 		$35M Hold
3,276,154
– – 12.41% 3
2023
Q2 		$41.7M Sell
3,276,154
-302,600
-8% -$3.77M 12.84% 3
2023
Q1 		$34.1M Hold
3,578,754
– – 10.72% 4
2022
Q4 		$33.8M Hold
3,578,754
– – 11.68% 4
2022
Q3 		$34.1M Hold
3,578,754
– – 14.18% 4
2022
Q2 		$27.6M Buy
3,578,754
+429,273
+14% +$4.11M 7.65% 7
2022
Q1 		$36.8M Buy
3,149,481
+149,481
+5% +$1.95M 8.07% 6
2021
Q4 		$50.6M Buy
+3,000,000
New +$76.1M 7.56% 5

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Lead Edge Capital Management's STNE Position: Q3 2025 in Review

Lead Edge Capital Management sold out of StoneCo (STNE) in Q3 2025, closing a stake of 1,183,391 shares — an estimated $19M sold.

Lead Edge Capital Management first reported a position in STNE in Q4 2021 and held it in 15 quarters. The position peaked at $55.8M in Q4 2023. 279 funds tracked by Wall St. Rank hold STNE as of Q3 2025.

  • Lead Edge Capital Management reported no remaining StoneCo position as of Q3 2025 after selling out during the quarter.
  • Lead Edge Capital Management sold 1,183,391 StoneCo shares in Q3 2025, an estimated $19M.
  • Lead Edge Capital Management first reported a position in StoneCo in Q4 2021 and held it in 15 quarters.
  • Lead Edge Capital Management's StoneCo position peaked at $55.8M in Q4 2023.
  • 279 funds tracked by Wall St. Rank held StoneCo as of Q3 2025.

Based on Lead Edge Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.