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Creative Planning

Position in STNE — StoneCo Ltd.

CIK 1540235 OVERLAND PARK, KS

Position in STNE

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$2,306,120
+$169,971 QoQ
Shares Held
163,323
+13.1% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in STNE Over Time

Shares Held

Position Value (USD)

Derivatives in STNE

reported options exposure · as of Jun 30, 2020
CallValue
$193,800
CallShares
5,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. STNE ranks #42 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in STNE

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,306,120 163,323
2025-12-31 $2,136,149 144,432
2025-09-30 $2,237,146 118,305
2025-06-30 $1,905,808 118,816
2025-03-31 $1,180,697 112,662
2024-12-31 $440,948 55,326
2024-09-30 $735,513 65,321
2024-06-30 $241,034 20,103
2024-03-31 $359,622 21,651
2023-12-31 $383,388 21,264
2023-09-30 $161,351 15,122
2021-06-30 $1,945,276 29,008
2021-03-31 $2,067,644 33,774
2020-12-31 $1,056,301 12,587
2020-09-30 $613,524 11,600
2020-06-30 $193,800 5,000
2020-06-30 $435,701 11,241
2020-03-31 $230,609 10,593