SPX Gestao de Recursos’s StoneCo STNE Stock Holding History

SPX Gestao de Recursos’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	$32.6M	Sell	3,004,035 -4,723,979	-61%	-$56M	3.63%	7
2026 Q1	$109M	Buy	7,728,014 +2,491,394	+48%	+$38.3M	9.06%	3
2025 Q4	$77.4M	Buy	5,236,620 +4,783,158	+1,055%	+$80M	7.91%	1
2025 Q3	$8.57M	Sell	453,462 -23,751	-5%	-$377K	0.71%	29
2025 Q2	$7.65M	Buy	+477,213	New	+$6.37M	0.71%	34
2025 Q1	–	Sell	-1,813,588	Closed	-$14.5M	–	134
2024 Q4	$14.5M	Buy	1,813,588 +1,759,429	+3,249%	+$17.8M	2.17%	16
2024 Q3	$610K	Sell	54,159 -1,628,091	-97%	-$20.8M	0.08%	42
2024 Q2	$20.2M	Sell	1,682,250 -846,636	-33%	-$12.5M	3.01%	6
2024 Q1	$42M	Buy	+2,528,886	New	+$43.4M	3.66%	5
2023 Q3	–	Sell	-9,688	Closed	-$123K	–	128
2023 Q2	$123K	Sell	9,688 -4,298,545	-100%	-$53.6M	0.01%	99
2023 Q1	$41.1M	Buy	+4,308,233	New	+$41.2M	2.72%	7
2022 Q4	–	Sell	-2,484,329	Closed	-$23.7M	–	105
2022 Q3	$23.7M	Buy	+2,484,329	New	+$23.8M	2.19%	7

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

Norges Bank Oslo, Norway $1T AUM

SPX Gestao de Recursos's STNE Position: Q2 2026 in Review

SPX Gestao de Recursos reduced its StoneCo (STNE) stake by 61% in Q2 2026, selling an estimated $56M and leaving 3,004,035 shares worth $32.6M. The position accounts for 3.63% of the portfolio, ranked #7.

SPX Gestao de Recursos first reported a position in STNE in Q3 2022 and has held it in 12 quarters since. The position peaked at $109M in Q1 2026. 273 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

SPX Gestao de Recursos held 3,004,035 shares of StoneCo worth $32.6M as of Q2 2026.
SPX Gestao de Recursos sold 4,723,979 StoneCo shares in Q2 2026, an estimated $56M.
StoneCo made up 3.63% of SPX Gestao de Recursos's portfolio in Q2 2026, its #7 holding.
SPX Gestao de Recursos first reported a position in StoneCo in Q3 2022 and has held it in 12 quarters since.
SPX Gestao de Recursos's StoneCo position peaked at $109M in Q1 2026.
273 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on SPX Gestao de Recursos's 13F filing for Q2 2026, filed 6 Aug 2026.