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O'Shaughnessy Asset Management’s StoneCo STNE Stock Holding History

O'Shaughnessy Asset 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
2026
Q1 		– Sell
-13,027
Closed -$193K – 2820
2025
Q4 		$193K Buy
13,027
+1,207
+10% +$20.2K ﹤0.01% 2001
2025
Q3 		$224K Buy
+11,820
New +$188K ﹤0.01% 1913
2025
Q1 		– Sell
-10,790
Closed -$86K – 2396
2024
Q4 		$86K Sell
10,790
-861
-7% -$8.73K ﹤0.01% 1870
2024
Q3 		$131K Buy
+11,651
New +$149K ﹤0.01% 1757
2024
Q2 		– Sell
-12,240
Closed -$203K – 2041
2024
Q1 		$203K Buy
12,240
+209
+2% +$3.58K ﹤0.01% 1501
2023
Q4 		$217K Buy
+12,031
New +$158K ﹤0.01% 1372
2021
Q4 		– Sell
-212
Closed -$7K – 2338
2021
Q3 		$7K Sell
212
-5,366
-96% -$279K ﹤0.01% 2260
2021
Q2 		$374K Buy
5,578
+3,790
+212% +$246K 0.01% 774
2021
Q1 		$109K Sell
1,788
-80
-4% -$6.24K ﹤0.01% 1162
2020
Q4 		$157K Buy
1,868
+1,759
+1,614% +$118K ﹤0.01% 922
2020
Q3 		$6K Buy
+109
New +$5.21K ﹤0.01% 1468

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
BGBI
BRC-Global BAH Investments Nassau $107M AUM
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's STNE Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of StoneCo (STNE) in Q1 2026, closing a stake of 13,027 shares — an estimated $193K sold.

O'Shaughnessy Asset Management first reported a position in STNE in Q3 2020 and held it in 11 quarters. The position peaked at $374K in Q2 2021. 277 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining StoneCo position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 13,027 StoneCo shares in Q1 2026, an estimated $193K.
  • O'Shaughnessy Asset Management first reported a position in StoneCo in Q3 2020 and held it in 11 quarters.
  • O'Shaughnessy Asset Management's StoneCo position peaked at $374K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.