Truxt Investmentos’s StoneCo STNE Stock Holding History

Truxt Investmentos’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
2025 Q3	$13M	Buy	+688,560	New	+$10.9M	18.26%	2
2024 Q4	$8.91M	Sell	1,130,361 -1,684,438	-60%	-$17.1M	14.43%	2
2024 Q3	$31.7M	Buy	+2,814,799	New	+$35.9M	21.29%	2
2023 Q1	–	Sell	-1,112,980	Closed	-$10.5M	–	20
2022 Q4	$10.5M	Sell	1,112,980 -3,516,552	-76%	-$36.8M	2.8%	8
2022 Q3	$44.1M	Buy	+4,629,532	New	+$44.3M	8.62%	5
2021 Q3	–	Sell	-3,519,438	Closed	-$236M	–	22
2021 Q2	$236M	Sell	3,519,438 -299,513	-8%	-$19.4M	15.69%	3
2021 Q1	$234M	Buy	+3,818,951	New	+$298M	16.26%	3

Other funds holding STNE

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

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Truxt Investmentos's STNE Position: Q3 2025 in Review

Truxt Investmentos opened a new position in StoneCo (STNE) in Q3 2025: 688,560 shares worth $13M. The stake represents 18.26% of the portfolio and ranks #2 among its holdings. This is a return to the name: Truxt Investmentos previously reported a position in STNE as recently as Q4 2024.

Truxt Investmentos first reported a position in STNE in Q1 2021 and has held it in 7 quarters since. The position peaked at $236M in Q2 2021. 279 funds tracked by Wall St. Rank hold STNE as of Q3 2025.

Truxt Investmentos held 688,560 shares of StoneCo worth $13M as of Q3 2025.
StoneCo was a new Truxt Investmentos position in Q3 2025.
StoneCo made up 18.26% of Truxt Investmentos's portfolio in Q3 2025, its #2 holding.
Truxt Investmentos first reported a position in StoneCo in Q1 2021 and has held it in 7 quarters since.
Truxt Investmentos's StoneCo position peaked at $236M in Q2 2021.
279 funds tracked by Wall St. Rank held StoneCo as of Q3 2025.

Based on Truxt Investmentos's 13F filing for Q3 2025, filed 4 Nov 2025.