StoneCo (STNE)

Company Profile

Stone is a leading provider of financial technology solutions that empower merchants and integrated partners to conduct electronic commerce seamlessly across in-store, online, and mobile channels. Stone has developed a deep client-centric culture that seeks to delight our clients rather than to simply provide them with a solution or service. Stone serves clients of all sizes and types that transact online, offline or have an omni-channel sales approach. Stone also serves many integrated partners, which use or embed Stone’s solutions into their own offerings to enable their customers to conduct commerce more conveniently.

Company profile

Ticker

STNE

Exchange

NASDAQ

Website

www.stone.co

CEO

Thiago Piau

Incorporated

Cayman Islands

Location

Cayman Islands

Fiscal year end

Dec 31

Sector

Information > Data Processing, Hosting, and Related Services

Industry (SIC)

Services - Computer Processing & Data Preparation

Automatic Data Processing • DXC Technology • Liberty TripAdvisor Holdings Inc - Series A • Sohu.com • Corelogic • Zynga • Cars.com • Verisk Analytics • Bilibili • Playtika Holding ...

Former names

DLP Payments Holdings Ltd.

SEC CIK

0001745431

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

STNE stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$13.00

Low target

$10.00

High target

$16.00

Latest filings (excl ownership)

View all

6-K

Current report (foreign)

1 Feb 23

6-K

StoneCo Announces Approval of Founders’ Corporate Restructuring by the Brazilian Central Bank

29 Nov 22

6-K

Current report (foreign)

17 Nov 22

6-K

3Q22 Earnings Release

17 Nov 22

6-K

StoneCo Announces Transition in Leadership Roles – Thiago Piau to become Board Member and Pedro Zinner to become CEO

3 Nov 22

6-K

Voting Results of Stoneco LTD. 2022 Annual General Meeting of Shareholders

27 Sep 22

6-K

Notice of Annual General Meeting of Shareholders

24 Aug 22

6-K

Current report (foreign)

18 Aug 22

6-K

StoneCo Reports Second Quarter 2022 Results

18 Aug 22

6-K

StoneCo Announces New Incentive Plan Pool

2 Jun 22

Transcripts

View all

STNE

Earnings call transcript

2022 Q3

18 Nov 22

STNE

Earnings call transcript

2022 Q2

19 Aug 22

STNE

Earnings call transcript

2022 Q1

2 Jun 22

STNE

Earnings call transcript

2021 Q4

18 Mar 22

STNE

Earnings call transcript

2021 Q3

17 Nov 21

STNE

Earnings call transcript

2021 Q2

31 Aug 21

STNE

Earnings call transcript

2021 Q1

2 Jun 21

STNE

Earnings call transcript

2020 Q4

12 Mar 21

STNE

Earnings call transcript

2020 Q3

30 Oct 20

Latest ownership filings

View all

Capital Research Global Investors

8 Apr 22

SC 13G/A

BERKSHIRE HATHAWAY INC

14 Feb 22

SC 13G/A

LONE PINE CAPITAL LLC

14 Feb 22

SC 13G/A

PRICE T ROWE ASSOCIATES INC /MD/

14 Feb 22

SC 13G/A

VCK Investment Fund Ltd (SAC)

14 Feb 22

SC 13G/A

Capital Research Global Investors

11 Feb 22

SC 13G/A

PRICE T ROWE ASSOCIATES INC /MD/

12 Oct 21

SC 13G

LONE PINE CAPITAL LLC

9 Sep 21

SC 13G/A

Capital Research Global Investors

16 Feb 21

Financial summary

Financial statements Chart STNE financial data

Quarter (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from StoneCo earnings reports.

Institutional ownership, Q3 2022

STNE institutional ownership history Ownership history

91.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	248	260	-4.6%
Opened positions	44	45	-2.2%
Closed positions	56	68	-17.6%
Increased positions	76	101	-24.8%
Reduced positions	80	72	+11.1%

13F shares	Current	Prev Q	Change
Total value	28.13 bn	4.17 bn	+575.1%
Total shares	244.82 mm	247.46 mm	-1.1%
Total puts	1.51 mm	1.79 mm	-15.7%
Total calls	4.79 mm	5.47 mm	-12.5%
Total put/call ratio	0.3	0.3	-3.7%

Largest owners	Shares	Value	Change
Madrone Partners	25.34 mm	$1.77 bn	0.0%
VCK Investment Fund	23.55 mm	$397.09 mm	0.0%
BLK Blackrock	21.45 mm	$204.44 mm	+27.8%
Actis GP	14.46 mm	$576.90 mm	0.0%
BRK.A Berkshire Hathaway	10.70 mm	$101.93 mm	0.0%
CMTDF Sumitomo Mitsui Trust	9.60 mm	$91.46 mm	+0.2%
Nikko Asset Management Americas	9.60 mm	$93.99 mm	+0.2%
FMR	8.00 mm	$76.25 mm	+16.4%
IVZ Invesco	5.17 mm	$49.23 mm	+14.7%
Atmos Capital Gestao De Recursos Ltda.	5.07 mm	$48.34 mm	NEW

Largest transactions	Shares	Bought/sold	Change
Capital Research Global Investors	1.02 mm	-7.10 mm	-87.4%
Atmos Capital Gestao De Recursos Ltda.	5.07 mm	+5.07 mm	NEW
BLK Blackrock	21.45 mm	+4.67 mm	+27.8%
Truxt Investmentos Ltda.	4.63 mm	+4.63 mm	NEW
Abrams Bison Investments	4.50 mm	+4.50 mm	NEW
STT State Street	0.00	-4.40 mm	EXIT
Polunin Capital Partners	3.54 mm	+3.54 mm	NEW
Aqr Capital Management	26.49 k	-2.93 mm	-99.1%
Marshall Wace	135.91 k	-2.59 mm	-95.0%
D. E. Shaw & Co.	1.28 mm	-2.54 mm	-66.4%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.