- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 9 listed it in both
- Shares listed
- 37,058,021
- combined, among listed positions
- Reported value
- $668m
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing STNE in Q4 2023
15 of 15 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 6,572,350 shares now+2,456,808
- Two Sigma Investments LPexisting position · 4,588,310 shares now+2,249,417
- Marshall Wace LLPnew position · 1,156,321 shares now+1,156,321
- Discovery Capital Management LLCexisting position · 2,236,200 shares now+525,100
- Quantbot Technologies LPnew position · 64,787 shares now+64,787
Reductions
- Tybourne Capital Management HK Ltdexisting position · 1,514,415 shares now-397,008
- Point72 Asset Management LPexisting position · 9,933,400 shares now-304,482
- PDT Partners LLCexisting position · 114,851 shares now-237,906
- ARK Investment Management LLCexisting position · 2,129,302 shares now-38,287
- Two Sigma Advisers LPexisting position · 3,534,900 shares now-26,200
New positions and exits
New (3)
Exited (2)
- Berkshire Hathaway Incwas $114m
- Capital Research Global Investorswas $11m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2018 | 13 | $1.4bn | n.a. | n.a. |
| Q1 2019 | 12 | $3.1bn | n.a. | n.a. |
| Q2 2019 | 14 | $2.6bn | n.a. | n.a. |
| Q3 2019 | 14 | $3.0bn | n.a. | n.a. |
| Q4 2019 | 15 | $3.5bn | n.a. | n.a. |
| Q1 2020 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2020 | 14 | $3.3bn | n.a. | n.a. |
| Q3 2020 | 18 | $5.9bn | n.a. | n.a. |
| Q4 2020 | 25 | $9.8bn | n.a. | n.a. |
| Q1 2021 | 20 | $6.9bn | n.a. | n.a. |
| Q2 2021 | 19 | $7.8bn | n.a. | n.a. |
| Q3 2021 | 20 | $4.0bn | n.a. | n.a. |
| Q4 2021 | 12 | $1.3bn | n.a. | n.a. |
| Q1 2022 | 16 | $673m | n.a. | n.a. |
| Q2 2022 | 12 | $336m | n.a. | n.a. |
| Q3 2022 | 11 | $293m | n.a. | n.a. |
| Q4 2022 | 10 | $370m | n.a. | n.a. |
| Q1 2023 | 10 | $349m | n.a. | n.a. |
| Q2 2023 | 11 | $574m | n.a. | n.a. |
| Q3 2023 | 11 | $414m | n.a. | n.a. |
| Q4 2023 | 15 | $668m | 9 | 7 |
| Q1 2024 | 15 | $446m | 5 | 9 |
| Q2 2024 | 10 | $246m | 7 | 7 |
| Q3 2024 | 5 | $208m | 3 | 3 |
| Q4 2024 | 3 | $128m | 3 | 2 |
| Q1 2025 | 4 | $162m | 3 | 1 |
| Q2 2025 | 6 | $227m | 2 | 4 |
| Q3 2025 | 6 | $243m | 3 | 3 |
| Q4 2025 | 3 | $98m | 12 | 15 |
| Q1 2026 | 2 | $77m | 9 | 13 |
| Q2 2026 | 3 | $73m | 14 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
STNE and GOOGL →STNE and META →STNE and SPCX →Choose a stock to compare with STNE →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own STNE, latest filings →Back to the 13F Explorer →