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 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 $5.72T AUM 30.48% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGBI

BRC-Global BAH Investments Nassau $107M AUM

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

SPX Gestao de Recursos's STNE Position: Q1 2026 in Review

SPX Gestao de Recursos increased its StoneCo (STNE) stake by 48% in Q1 2026, buying an estimated $38.3M and bringing the position to 7,728,014 shares worth $109M. The position accounts for 9.06% of the portfolio, ranked #3.

SPX Gestao de Recursos first reported a position in STNE in Q3 2022 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold STNE as of Q1 2026.

SPX Gestao de Recursos held 7,728,014 shares of StoneCo worth $109M as of Q1 2026.
SPX Gestao de Recursos bought 2,491,394 StoneCo shares in Q1 2026, an estimated $38.3M.
StoneCo made up 9.06% of SPX Gestao de Recursos's portfolio in Q1 2026, its #3 holding.
SPX Gestao de Recursos first reported a position in StoneCo in Q3 2022 and has held it in 11 quarters since.
275 funds tracked by Wall St. Rank held StoneCo as of Q1 2026.

Based on SPX Gestao de Recursos's 13F filing for Q1 2026, filed 6 May 2026.