Madrone Advisors’s StoneCo STNE Stock Holding History

Madrone Advisors’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	$275M	Hold	25,339,276	–	–	19.69%	2
2026 Q1	$358M	Hold	25,339,276	–	–	34.81%	2
2025 Q4	$375M	Hold	25,339,276	–	–	23.18%	2
2025 Q3	$479M	Hold	25,339,276	–	–	23.58%	2
2025 Q2	$406M	Hold	25,339,276	–	–	56.48%	1
2025 Q1	$266M	Hold	25,339,276	–	–	44.48%	1
2024 Q4	$202M	Hold	25,339,276	–	–	38.48%	1
2024 Q3	$285M	Hold	25,339,276	–	–	45.56%	1
2024 Q2	$304M	Hold	25,339,276	–	–	53.35%	1
2024 Q1	$421M	Hold	25,339,276	–	–	57.66%	1
2023 Q4	$457M	Hold	25,339,276	–	–	56.92%	1
2023 Q3	$270M	Hold	25,339,276	–	–	58.12%	1
2023 Q2	$323M	Hold	25,339,276	–	–	56.35%	1
2023 Q1	$242M	Hold	25,339,276	–	–	44.54%	1
2022 Q4	$239M	Buy	+25,339,276	New	+$265M	46.13%	1

Other funds holding STNE

BlackRock New York $6.73T AUM 46.02% 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

Norges Bank Oslo, Norway $1T AUM

Madrone Advisors's STNE Position: Q2 2026 in Review

Madrone Advisors held its StoneCo (STNE) position steady in Q2 2026 at 25,339,276 shares worth $275M. The position accounts for 19.69% of the portfolio, ranked #2.

Madrone Advisors first reported a position in STNE in Q4 2022 and has held it in 15 quarters since. The position peaked at $479M in Q3 2025. 271 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Madrone Advisors held 25,339,276 shares of StoneCo worth $275M as of Q2 2026.
Madrone Advisors left its StoneCo share count unchanged in Q2 2026.
StoneCo made up 19.69% of Madrone Advisors's portfolio in Q2 2026, its #2 holding.
Madrone Advisors first reported a position in StoneCo in Q4 2022 and has held it in 15 quarters since.
Madrone Advisors's StoneCo position peaked at $479M in Q3 2025.
271 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Madrone Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.