Position in STNE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,364,765
-$22,516,271 QoQ
Shares Held
4,738,447
-9.4% QoQ
Ownership
2.05%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#6
of 274 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in STNE Over Time
Shares Held
Position Value (USD)
Derivatives in STNE
reported options exposure · as of Jun 30, 2026CallValue
$3,842,780
CallShares
354,500
PutValue
$2,347,944
PutShares
216,600
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 Jun 30, 2026Point72 Asset Management, L.P. holds $2,394,989,303 across 54 Software - Infrastructure names. STNE ranks #13 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORCL |
Oracle Corp
|
3,410,580 | $499,820,499 | |
| 2 | XYZ |
Block, Inc.
|
4,470,306 | $339,743,256 | |
| 3 | AKAM |
Akamai Technologies Inc
|
2,575,659 | $304,468,650 | |
| 4 | OKTA |
Okta, Inc.
|
1,851,774 | $252,674,562 | |
| 5 | FFIV |
F5, Inc.
|
242,125 | $100,714,315 | |
| 6 | VRSN |
Verisign Inc/Ca
|
379,395 | $95,440,606 | |
| 7 | GTLB |
Gitlab Inc.
|
2,351,909 | $71,803,781 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
456,866 | $71,741,667 |
All Filings in STNE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,364,765 | 4,738,447 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $2,347,944 | 216,600 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $3,842,780 | 354,500 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $73,881,036 | 5,232,368 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $7,895,904 | 559,200 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $4,237,412 | 300,100 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $93,548,554 | 6,325,122 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $4,268,394 | 288,600 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $6,757,551 | 456,900 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $143,276,418 | 7,576,754 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $156,696,380 | 9,769,101 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $134,237,722 | 12,808,943 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $111,233,735 | 13,956,554 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $128,617,068 | 11,422,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $100,559,470 | 8,386,945 | Shares | Defined | 2024-09-16 | |
| 2024-03-31 | $126,360,575 | 7,607,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $179,099,202 | 9,933,400 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $109,238,200 | 10,237,882 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $138,692,736 | 10,886,400 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $116,614,098 | 12,223,700 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $113,480,128 | 12,021,200 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $39,276,942 | 4,121,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,797,380 | 4,259,400 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $26,650,260 | 2,277,800 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $31,678,254 | 1,878,900 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $47,344,360 | 706,000 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,697,468 | 109,400 | Shares | Defined | 2021-05-17 | |
| 2020-09-30 | $11,202,736 | 211,812 | Shares | Defined | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||