STNE
StoneCo Ltd. · Technology · Software - Infrastructure
Données momentum (gérants comparables) :
étendue des détenteurs +16.7% ·
flux d'actions -9.8% ·
nouvelles positions nettes +14.3%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 107 | +10 | 105.53M | $1.16B | +17 | −6 |
| Q1 2026 | 98 | -7 | 105.77M | $1.49B | +7 | −15 |
| Q4 2025 | 105 | -2 | 113.87M | $1.68B | +3 | −4 |
| Q3 2025 | 17 | +1 | 61.37M | $1.16B | +2 | −2 |
| Q2 2025 | 14 | +2 | 54.57M | $875.30M | +3 | −1 |
| Q1 2025 | 9 | +1 | 31.98M | $335.11M | +2 | −1 |
| Q4 2024 | 8 | -2 | 32.30M | $257.34M | +1 | −3 |
| Q3 2024 | 9 | -2 | 27.52M | $309.72M | — | −2 |
| Q2 2024 | 11 | — | 31.63M | $379.18M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 24.92M | — | $399.71M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 9.77M | -23.7% | $156.70M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passif) | 6.37M | -3.0% | $102.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passif) | 3.49M | -15.0% | $55.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passif) | 3.49M | -15.0% | $55.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Norges Bank ✦ (passif) | 2.77M | +5.8% | $44.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 2.69M | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passif) | 2.69M | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 2.69M | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (passif) | 2.69M | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Marshall Wace ✦ | 2.17M | Nouveau | $34.77M | 0.0% | New | 1 | SEC ↗ |
| 27 | Marshall Wace ✦ | 2.17M | Nouveau | $34.77M | 0.0% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 2.17M | Nouveau | $34.77M | 0.0% | New | 1 | SEC ↗ |
| 29 | Marshall Wace ✦ | 2.17M | Nouveau | $34.77M | 0.0% | New | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 925.25K | — | $14.84M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 925.25K | — | $14.84M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 925.25K | — | $14.84M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 925.25K | — | $14.84M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Arrowstreet Capital ✦ | 746.88K | Nouveau | $11.98M | 0.0% | New | 1 | SEC ↗ |
| 35 | Millennium Management ✦ | 236.29K | -75.0% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bridgewater Associates ✦ | 144.80K | Nouveau | $2.32M | 0.0% | New | 1 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 144.79K | -96.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 144.79K | -96.0% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 120.94K | -2.4% | $1.94M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 82.72K | -3.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 82.72K | -3.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 82.72K | -3.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 82.72K | -3.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 82.72K | -3.9% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Marshall Wace | $34.77M | 0.0% |
| Marshall Wace | $34.77M | 0.0% |
| Marshall Wace | $34.77M | 0.0% |
| Marshall Wace | $34.77M | 0.0% |
| Arrowstreet Capital | $11.98M | 0.0% |
| Bridgewater Associates | $2.32M | 0.0% |
Sorti(e)
| D. E. Shaw & Co. | $11.69M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 274 détenteurs, 171.09M actions, $2.33B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.