StoneCo Ltd. (STNE) — Smart Money Tracker (13F, Q2 2026)

STNE ranks #2255 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

STNE is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

STNE is a top-conviction position for Madrone Advisors, LLC — at 19.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in STNE belongs to BlackRock, Inc., but the position matters far more to Madrone Advisors, LLC, who has 19.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ken Griffin has added to its STNE position for two straight quarters, increasing it by $57.3M to reach $65.0M today.

Madrone Advisors, LLC has trimmed its STNE position for two straight quarters, cutting it by $100.1M while still holding $274.7M.

STNE is down 1.6% today, but institutions show net buying of $30.0M this quarter — a divergence between today's price move and the underlying institutional flow.

STNE closed its latest fiscal year with net income of $2.3B.

• Profitable — net income of $2.3B in the latest fiscal year
• Revenue grew 17.5% year over year
• Net income improved year over year, from -$1.5B to $2.3B
• Current ratio of 1.30x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.01x equity — within a conventional range