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Polunin Capital Partners’s StoneCo STNE Stock Holding History

Polunin Capital Partners’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 		$39.3M Buy
3,508,909
+154,146
+5% +$1.83M 9.65% 4
2026
Q1 		$47.9M Sell
3,354,763
-2,000
-0.1% -$30.7K 12.42% 3
2025
Q4 		$48.6M Sell
3,356,763
-2,425
-0.1% -$40.6K 7.49% 4
2025
Q3 		$60.4M Sell
3,359,188
-105,100
-3% -$1.67M 8.88% 3
2025
Q2 		$56.5M Sell
3,464,288
-8,000
-0.2% -$107K 9.23% 4
2025
Q1 		$36.2M Sell
3,472,288
-61,978
-2% -$584K 7.32% 4
2024
Q4 		$30.2M Sell
3,534,266
-36,300
-1% -$368K 7.48% 5
2024
Q3 		$39.3M Sell
3,570,566
-62,881
-2% -$802K 9.2% 4
2024
Q2 		$43.6M Sell
3,633,447
-48,500
-1% -$715K 7.43% 6
2024
Q1 		$61.2M Buy
3,681,947
+350,656
+11% +$6.01M 9.3% 3
2023
Q4 		$60.1M Sell
3,331,291
-71,000
-2% -$933K 11.25% 3
2023
Q3 		$36.3M Sell
3,402,291
-81,200
-2% -$999K 8.17% 4
2023
Q2 		$44.4M Buy
+3,483,491
New +$43.4M 9.11% 2
2022
Q4 		– Sell
-3,543,191
Closed -$33.8M – 23
2022
Q3 		$33.8M Buy
+3,543,191
New +$33.9M 11.8% 2

Other funds holding STNE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Polunin Capital Partners's STNE Position: Q2 2026 in Review

Polunin Capital Partners increased its StoneCo (STNE) stake by 4.6% in Q2 2026, buying an estimated $1.83M and bringing the position to 3,508,909 shares worth $39.3M. The position accounts for 9.65% of the portfolio, ranked #4.

Polunin Capital Partners first reported a position in STNE in Q3 2022 and has held it in 14 quarters since. The position peaked at $61.2M in Q1 2024. 19 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

  • Polunin Capital Partners held 3,508,909 shares of StoneCo worth $39.3M as of Q2 2026.
  • Polunin Capital Partners bought 154,146 StoneCo shares in Q2 2026, an estimated $1.83M.
  • StoneCo made up 9.65% of Polunin Capital Partners's portfolio in Q2 2026, its #4 holding.
  • Polunin Capital Partners first reported a position in StoneCo in Q3 2022 and has held it in 14 quarters since.
  • Polunin Capital Partners's StoneCo position peaked at $61.2M in Q1 2024.
  • 19 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Polunin Capital Partners's 13F filing for Q2 2026, filed 15 Jul 2026.