StoneCo Ltd.
STNE- 交易所
- Nasdaq
- 產業
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001745431
近 90 天，StoneCo Ltd. 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 274 家機構在 13F 申報持有，市值合計 $17.4 億；沒有大師持有。
2025 年第 2 季 13F 持有人
StoneCo Ltd. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 268
- 較 2025 年第 1 季 +16 家
- 持有股數
- 1.88 億
- 較 2025 年第 1 季 −863.8 萬 (−4.4%)
- 總市值
- $30.2 億
- 較 2025 年第 1 季 +$9.59 億 (+46.5%)
- 新進機構
- 64
- 另有 78 家加碼
- 清倉機構
- 48
- 另有 86 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 STNE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 274 | $17.4 億 |
| 2026 年第 1 季 | 278 | $24.2 億 |
| 2025 年第 4 季 | 293 | $26.1 億 |
| 2025 年第 3 季 | 280 | $34.0 億 |
| 2025 年第 2 季 | 268 | $30.2 億 |
| 2025 年第 1 季 | 254 | $20.6 億 |
| 2024 年第 4 季 | 275 | $16.4 億 |
| 2024 年第 3 季 | 285 | $22.8 億 |
| 2024 年第 2 季 | 284 | $23.6 億 |
| 2024 年第 1 季 | 293 | $33.0 億 |
| 2023 年第 4 季 | 282 | $38.0 億 |
| 2023 年第 3 季 | 262 | $22.9 億 |
| 2023 年第 2 季 | 255 | $28.2 億 |
| 2023 年第 1 季 | 244 | $20.6 億 |
| 2022 年第 4 季 | 253 | $20.4 億 |
| 2022 年第 3 季 | 254 | $17.9 億 |
| 2022 年第 2 季 | 266 | $14.5 億 |
| 2022 年第 1 季 | 285 | $21.4 億 |
| 2021 年第 4 季 | 271 | $30.1 億 |
| 2021 年第 3 季 | 297 | $68.3 億 |
| 2021 年第 2 季 | 349 | $131.8 億 |
| 2021 年第 1 季 | 334 | $118.8 億 |
2025 年第 2 季持有機構
每家機構持有 StoneCo Ltd. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Madrone Advisors, LLC | 25,339,276 | $4.06 億 | 56.48% | 00.0% | 不變 |
| BlackRock, Inc. | 24,919,519 | $4.00 億 | 0.01% | −16,980−0.1% | 減碼 |
| Point72 Asset Management, L.P. | 9,769,101 | $1.57 億 | 0.37% | −3,039,842−23.7% | 減碼 |
| Atmos Capital Gestao de Recursos Ltda. | 9,096,070 | $1.46 億 | 22.61% | −2,886,803−24.1% | 減碼 |
| Squadra Investments - Gestao de Recursos Ltda. | 7,035,308 | $1.13 億 | 28.40% | −6,503,002−48.0% | 減碼 |
| Nuveen, LLC | 6,658,017 | $1.07 億 | 0.03% | −69,318−1.0% | 減碼 |
| State Street Corp | 6,365,713 | $1.02 億 | 0.00% | −196,322−3.0% | 減碼 |
| Driehaus Capital Management LLC | 6,243,152 | $1.00 億 | 0.80% | +6,243,152 | 新進 |
| Bank of America Corp | 5,689,117 | $9,125 萬 | 0.01% | −336,658−5.6% | 減碼 |
| Azora Capital LP | 4,863,331 | $7,801 萬 | 3.53% | +2,279,821+88.2% | 加碼 |
| JGP Global Gestao de Recursos Ltda. | 4,554,325 | $7,305 萬 | 35.75% | +81,587+1.8% | 加碼 |
| Slate Path Capital LP | 4,193,541 | $6,726 萬 | 1.16% | −715,000−14.6% | 減碼 |
| Polunin Capital Partners Ltd | 3,464,288 | $5,650 萬 | 9.23% | −8,000−0.2% | 減碼 |
| Geode Capital Management, LLC | 3,487,804 | $5,594 萬 | 0.00% | −614,802−15.0% | 減碼 |
| Clark Capital Management Group, Inc. | 3,330,993 | $5,343 萬 | 0.37% | +3,330,993 | 新進 |
| Morgan Stanley | 3,209,665 | $5,148 萬 | 0.00% | −2,534,916−44.1% | 減碼 |
| Norges Bank | 2,765,955 | $4,437 萬 | 0.01% | +152,765+5.8% | 加碼 |
| Vanguard Group Inc | 2,694,500 | $4,322 萬 | 0.00% | +569,580+26.8% | 加碼 |
| Tekne Capital Management, LLC | 2,200,000 | $3,529 萬 | 12.28% | +2,200,000 | 新進 |
| UBS Group AG | 2,198,647 | $3,527 萬 | 0.01% | −718,687−24.6% | 減碼 |
| Marshall Wace, LLP | 2,167,591 | $3,477 萬 | 0.04% | +2,167,591 | 新進 |
| Northern Trust Corp | 2,138,550 | $3,430 萬 | 0.00% | −335,138−13.5% | 減碼 |
| Goldman Sachs Group Inc | 2,113,389 | $3,390 萬 | 0.01% | −3,690,451−63.6% | 減碼 |
| Coronation Fund Managers Ltd. | 2,082,789 | $3,341 萬 | 1.81% | +254,075+13.9% | 加碼 |
| Assenagon Asset Management S.A. | 1,927,369 | $3,091 萬 | 0.05% | +407,177+26.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,833,717 | $2,941 萬 | 0.05% | +1,017,717+124.7% | 加碼 |
| Voloridge Investment Management, LLC | 1,666,284 | $2,673 萬 | 0.10% | −486,364−22.6% | 減碼 |
| Nucleo Capital Ltda. | 1,665,756 | $2,672 萬 | 54.22% | +42,412+2.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,534,567 | $2,460 萬 | 0.05% | +19,825+1.3% | 加碼 |
| Federated Hermes, Inc. | 1,501,896 | $2,409 萬 | 0.05% | +318,845+27.0% | 加碼 |
| Sharp Capital Gestora de Recursos Ltda. | 1,454,962 | $2,334 萬 | 23.35% | −1,241,859−46.0% | 減碼 |
| Ninety One UK Ltd | 1,329,819 | $2,133 萬 | 0.05% | +1,329,819 | 新進 |
| 14B Captial Management LP | 1,187,000 | $1,904 萬 | 7.82% | −112,000−8.6% | 減碼 |
| Lead Edge Capital Management, LLC | 1,183,391 | $1,898 萬 | 5.25% | −663,000−35.9% | 減碼 |
| Jane Street Group, LLC | 1,015,676 | $1,629 萬 | 0.03% | −1,134,570−52.8% | 減碼 |
| Susquehanna International Group, LLP | 986,461 | $1,582 萬 | 0.02% | +391,548+65.8% | 加碼 |
| FMR LLC | 925,247 | $1,484 萬 | 0.00% | +843,640+1,033.8% | 加碼 |
| Man Group plc | 831,007 | $1,333 萬 | 0.03% | +831,007 | 新進 |
| Arrowstreet Capital, Limited Partnership | 746,876 | $1,198 萬 | 0.01% | +746,876 | 新進 |
| Balyasny Asset Management LLC | 733,116 | $1,176 萬 | 0.03% | +496,650+210.0% | 加碼 |
| Itau Unibanco Holding S.A. | 718,893 | $1,153 萬 | 0.44% | +451,265+168.6% | 加碼 |
| TB Capital Gestao de Recursos Ltda. | 683,854 | $1,097 萬 | 9.52% | +683,854 | 新進 |
| Barclays PLC | 669,091 | $1,073 萬 | 0.00% | +166,239+33.1% | 加碼 |
| Incline Global Management LLC | 650,402 | $1,043 萬 | 4.10% | −35,776−5.2% | 減碼 |
| Canada Pension Plan Investment Board | 649,680 | $1,042 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 638,986 | $1,025 萬 | 0.00% | −92,932−12.7% | 減碼 |
| Charles Schwab Investment Management Inc | 612,669 | $982.7 萬 | 0.00% | −83,555−12.0% | 減碼 |
| Envestnet Asset Management Inc | 612,531 | $982.5 萬 | 0.00% | +612,531 | 新進 |
| Capitolis Liquid Global Markets LLC | 494,100 | $792.5 萬 | 0.06% | +494,100 | 新進 |
| Alliancebernstein L.P. | 488,496 | $783.5 萬 | 0.00% | +112,466+29.9% | 加碼 |
| SPX Equities Gestao de Recursos Ltda | 477,213 | $765.4 萬 | 0.72% | +477,213 | 新進 |
| Ninety One North America, Inc. | 472,365 | $757.7 萬 | 0.37% | +472,365 | 新進 |
| Citigroup Inc | 471,397 | $756.1 萬 | 0.01% | +129,926+38.0% | 加碼 |
| California Public Employees Retirement System | 444,854 | $713.5 萬 | 0.00% | +89,202+25.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 433,030 | $694.6 萬 | 0.01% | +433,030 | 新進 |
| Truffle Hound Capital, LLC | 400,000 | $641.6 萬 | 4.24% | 00.0% | 不變 |
| Rhumbline Advisers | 375,795 | $602.8 萬 | 0.01% | −44,088−10.5% | 減碼 |
| State of Wisconsin Investment Board | 362,071 | $580.8 萬 | 0.01% | +342,044+1,707.9% | 加碼 |
| Legal & General Group Plc | 361,888 | $580.5 萬 | 0.00% | −33,596−8.5% | 減碼 |
| one8zero8, LLC | 327,725 | $525.7 萬 | 1.24% | −22,350−6.4% | 減碼 |
| Penserra Capital Management LLC | 316,060 | $506.9 萬 | 0.07% | −216,754−40.7% | 減碼 |
| PDT Partners, LLC | 315,436 | $506.0 萬 | 0.29% | −20.0% | 減碼 |
| Perpetual Ltd | 304,051 | $487.7 萬 | 0.06% | +304,051 | 新進 |
| Verition Fund Management LLC | 289,957 | $465.1 萬 | 0.03% | +135,676+87.9% | 加碼 |
| Royce & Associates LP | 286,949 | $460.3 萬 | 0.05% | +286,949 | 新進 |
| Schwartz Investment Counsel Inc | 276,200 | $443.0 萬 | 0.15% | 00.0% | 不變 |
| Ameriprise Financial Inc | 271,354 | $435.5 萬 | 0.00% | −49,118−15.3% | 減碼 |
| LPL Financial LLC | 260,915 | $418.5 萬 | 0.00% | +193,765+288.6% | 加碼 |
| Invesco Ltd. | 256,142 | $410.9 萬 | 0.00% | +19,723+8.3% | 加碼 |
| JPMorgan Chase & Co | 252,513 | $405.0 萬 | 0.00% | −385,770−60.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 236,517 | $379.4 萬 | 0.09% | +67,459+39.9% | 加碼 |
| Millennium Management LLC | 236,289 | $379.0 萬 | 0.00% | −710,025−75.0% | 減碼 |
| HRT Financial LP | 232,188 | $372.4 萬 | 0.02% | −710,176−75.4% | 減碼 |
| Wells Fargo & Company | 224,983 | $360.9 萬 | 0.00% | −36,637−14.0% | 減碼 |
| Exchange Traded Concepts, LLC | 219,896 | $352.7 萬 | 0.05% | +175,738+398.0% | 加碼 |
| Deutsche Bank AG | 196,725 | $315.5 萬 | 0.00% | −1,007,708−83.7% | 減碼 |
| Fieldview Capital Management, LLC | 170,285 | $273.1 萬 | 0.41% | −36,895−17.8% | 減碼 |
| Constellation Investimentos e Participacoes Ltda | 163,857 | $262.8 萬 | 4.71% | +69,357+73.4% | 加碼 |
| Jain Global LLC | 159,969 | $256.6 萬 | 0.04% | +118,110+282.2% | 加碼 |
| Russell Investments Group, Ltd. | 159,812 | $256.3 萬 | 0.00% | −4,680−2.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 152,950 | $245.3 萬 | 0.02% | −6,067−3.8% | 減碼 |
| Verde Servicos Internacionais S.A. | 150,000 | $240.6 萬 | 1.05% | +120,000+400.0% | 加碼 |
| Intech Investment Management LLC | 148,233 | $237.8 萬 | 0.02% | −32,432−18.0% | 減碼 |
| Bridgewater Associates, LP | 144,804 | $232.3 萬 | 0.01% | +144,804 | 新進 |
| Citadel Advisors LLC | 144,791 | $232.2 萬 | 0.00% | −3,472,525−96.0% | 減碼 |
| MetLife Investment Management | 144,619 | $232.0 萬 | 0.01% | −24,515−14.5% | 減碼 |
| PenderFund Capital Management Ltd. | 141,000 | $226.2 萬 | 0.54% | −9,000−6.0% | 減碼 |
| Storebrand Asset Management AS | 134,752 | $216.1 萬 | 0.01% | 00.0% | 不變 |
| Group One Trading, L.P. | 125,344 | $201.1 萬 | 0.07% | +125,344 | 新進 |
| Massar Capital Management, LP | 125,000 | $200.5 萬 | 1.50% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 120,938 | $194.0 萬 | 0.00% | −2,999−2.4% | 減碼 |
| Creative Planning | 118,816 | $190.6 萬 | 0.00% | +6,154+5.5% | 加碼 |
| UBS Asset Management Americas Inc | 110,332 | $177.0 萬 | 0.00% | +21,878+24.7% | 加碼 |
| Cetera Investment Advisers | 106,339 | $170.6 萬 | 0.00% | +106,339 | 新進 |
| Schroder Investment Management Group | 104,216 | $167.2 萬 | 0.00% | +104,216 | 新進 |
| Zacks Investment Management | 102,435 | $164.3 萬 | 0.01% | +102,435 | 新進 |
| SummitTX Capital, L.P. | 100,791 | $161.7 萬 | 0.07% | +53,233+111.9% | 加碼 |
| ExodusPoint Capital Management, LP | 100,275 | $160.8 萬 | 0.02% | −166,999−62.5% | 減碼 |
| HSBC Holdings PLC | 99,281 | $158.0 萬 | 0.00% | −711,706−87.8% | 減碼 |
| Catalyst Funds Management Pty Ltd | 98,342 | $157.7 萬 | 0.44% | −155,058−61.2% | 減碼 |