Truffle Hound Capital’s StoneCo STNE Stock Holding History

Truffle Hound Capital’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	$4.34M	Hold	400,000	–	–	0.93%	16
2026 Q1	$5.65M	Hold	400,000	–	–	1.46%	16
2025 Q4	$5.92M	Hold	400,000	–	–	1.54%	11
2025 Q3	$7.56M	Hold	400,000	–	–	2.12%	9
2025 Q2	$6.42M	Hold	400,000	–	–	1.64%	11
2025 Q1	$4.19M	Buy	400,000 +275,000	+220%	+$2.59M	1.51%	20
2024 Q4	$996K	Buy	+125,000	New	+$1.27M	0.35%	46

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Truffle Hound Capital's STNE Position: Q2 2026 in Review

Truffle Hound Capital held its StoneCo (STNE) position steady in Q2 2026 at 400,000 shares worth $4.34M. The position accounts for 0.93% of the portfolio, ranked #16.

Truffle Hound Capital first reported a position in STNE in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.56M in Q3 2025. 272 funds tracked by Wall St. Rank hold STNE as of Q2 2026.

Truffle Hound Capital held 400,000 shares of StoneCo worth $4.34M as of Q2 2026.
Truffle Hound Capital left its StoneCo share count unchanged in Q2 2026.
StoneCo made up 0.93% of Truffle Hound Capital's portfolio in Q2 2026, its #16 holding.
Truffle Hound Capital first reported a position in StoneCo in Q4 2024 and has held it in 7 quarters since.
Truffle Hound Capital's StoneCo position peaked at $7.56M in Q3 2025.
272 funds tracked by Wall St. Rank held StoneCo as of Q2 2026.

Based on Truffle Hound Capital's 13F filing for Q2 2026, filed 6 Aug 2026.