StoneCo Ltd.
US ˙ NasdaqGS ˙ KYG851581069

SecuritySTNE / StoneCo Ltd.
InstitutionSei Investments Co
Latest Disclosed Ownership165,988 shares
Latest Disclosed Value $ 2,454,950
Sei Investments Co reports 40.44% increase in ownership of STNE / StoneCo Ltd.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 165,988 shares of StoneCo Ltd. (US:STNE) valued at $2,454,963 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 118,190 shares of StoneCo Ltd.. This represents a change in shares of 40.44% during the quarter. The current value of the position is $1,766,112 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F STONECO COM CL A G85158106 165,988 47,798 40.44 2,455 9.85 0.0024
2025-11-13 2025-09-30 13F STONECO COM CL A G85158106 118,190 54,919 86.80 2,235 120.32 0.0024
2025-08-14 2025-06-30 13F STONECO COM CL A G85158106 63,271 40,285 175.26 1,015 322.50 0.0012
2025-05-14 2025-03-31 13F/A-1 STONECO COM CL A G85158106 22,986 -9,173 -28.52 241 -6.25 0.0003
2025-05-13 2025-03-31 13F STONECO COM CL A G85158106 32,007 -152 256 0.0003
2025-02-11 2024-12-31 13F STONECO COM CL A G85158106 32,159 -46,803 -59.27 256 -71.20 0.0003
2024-11-12 2024-09-30 13F STONECO COM CL A G85158106 78,962 64,718 454.35 889 422.94 0.0012
2024-08-13 2024-06-30 13F STONECO COM CL A G85158106 14,244 -37,607 -72.53 171 -80.26 0.0002
2024-05-07 2024-03-31 13F STONECO COM CL A G85158106 51,851 -393,416 -88.36 861 -89.28 0.0013
2024-02-14 2023-12-31 13F STONECO COM CL A G85158106 445,267 -3,784 -0.84 8,028 67.56 0.0129
2023-11-14 2023-09-30 13F STONECO COM CL A G85158106 449,051 -15,859 -3.41 4,791 -19.10 0.0086
2023-08-11 2023-06-30 13F STONECO COM CL A G85158106 464,910 -57,092 -10.94 5,923 18.94 0.0103
2023-05-12 2023-03-31 13F STONECO COM CL A G85158106 522,002 522,002 4,980 0.0093
2023-02-10 2022-12-31 13F STONECO COM CL A G85158106 0 -489,111 -100.00 0 -100.00
2022-11-14 2022-09-30 13F STONECO COM CL A G85158106 489,111 27,237 5.90 4,662 31.10 0.0104
2022-08-15 2022-06-30 13F STONECO COM CL A G85158106 461,874 400,093 647.60 3,556 391.84 0.0077
2022-05-13 2022-03-31 13F STONECO COM CL A G85158106 61,781 61,781 723 0.0015
2022-02-14 2021-12-31 13F STONECO COM CL A G85158106 0 -154,228 -100.00 0 -100.00
2021-11-12 2021-09-30 13F STONECO COM CL A G85158106 154,228 -18,029 -10.47 5,354 -53.65 0.0112
2021-08-06 2021-06-30 13F STONECO COM CL A G85158106 172,257 -94,506 -35.43 11,552 -29.27 0.0256
2021-05-12 2021-03-31 13F STONECO COM CL A G85158106 266,763 -155,383 -36.81 16,332 -53.90 0.0411
2021-02-08 2020-12-31 13F STONECO COM CL A G85158106 422,146 -9,202 -2.13 35,427 55.32 0.0916
2020-12-04 2020-09-30 13F/A-1 STONECO COM CL A G85158106 431,348 155,292 56.25 22,809 113.19 0.0660
2020-11-06 2020-09-30 13F STONECO COM CL A G85158106 431,389 155,333 22,811 54,923.8162
2020-08-17 2020-06-30 13F/A-1 STONECO COM CL A G85158106 276,056 105,045 61.43 10,699 186.07 0.0332
2020-08-11 2020-06-30 13F STONECO COM CL A G85158106 54,966 -116,045 2,182 5,918.7911
2020-05-14 2020-03-31 13F STONECO COM CL A G85158106 171,011 120,432 238.11 3,740 82.62 0.0137
2020-02-06 2019-12-31 13F STONECO COM CL A G85158106 50,579 15,699 45.01 2,048 65.70 0.0061
2019-11-12 2019-09-30 13F STONECO COM CL A G85158106 34,880 -3,577 -9.30 1,236 6.92 0.0032
2019-08-14 2019-06-30 13F STONECO COM CL A G85158106 38,457 -87,395 -69.44 1,156 -77.66 0.0038
2019-05-15 2019-03-31 13F STONECO COM CL A G85158106 125,852 125,852 5,174 0.0174
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.