Position in STNE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$73,881,036
-$19,667,518 QoQ
Shares Held
5,232,368
-17.3% QoQ
Ownership
2.15%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
21 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 Mar 31, 2026CallValue
$7,895,904
CallShares
559,200
PutValue
$4,237,412
PutShares
300,100
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, 2026Point72 Asset Management, L.P. holds $2,558,062,787 across 62 Software - Infrastructure names. STNE ranks #13 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
3,300,815 | $379,098,602 | |
| 2 | XYZ |
Block, Inc.
|
6,298,335 | $379,033,800 | |
| 3 | OKTA |
Okta, Inc.
|
2,770,741 | $218,085,024 | |
| 4 | ORCL |
Oracle Corp
|
1,183,832 | $174,153,525 | |
| 5 | FFIV |
F5, Inc.
|
482,256 | $139,531,128 | |
| 6 | MSFT |
Microsoft Corp
|
350,644 | $129,797,889 | |
| 7 | VRSN |
Verisign Inc/Ca
|
505,695 | $125,594,410 | |
| 8 | TWLO |
Twilio Inc
|
951,879 | $119,765,415 |
All Filings in STNE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2024-12-27 | $115,563,602 | 14,110,330 | Shares | Sole | 2024-12-30 | |
| 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 | 2023-05-15 | |
| 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. | ||||||