SQUADRA Dumps 1.78 Million StoneCo Shares Worth $29.8 Million

2 weeks ago 11

Will Healy, The Motley Fool

Wed, February 25, 2026 astatine 11:08 AM CST 4 min read

On February 17, 2026, SQUADRA Investments - Gestao de Recursos Ltda. reported selling astir of its shares of StoneCo (NASDAQ:STNE).

According to an SEC filing dated February 17, 2026, SQUADRA Investments - Gestao de Recursos Ltda. reduced its presumption successful StoneCo by 1,784,458 shares during the 4th fourth of 2025. The estimated transaction worth is $29.84 million, calculated utilizing the mean closing terms for the quarter. The quarter-end worth of the involvement dropped by $38.87 million, a fig reflecting some the merchantability and changes successful banal valuation.

After the sale, StoneCo represented 3.4% of SQUADRA's 13F reportable assets nether management, down from 12.8% successful the erstwhile quarter.
Top holdings aft the filing:
- NASDAQ: MELI: $180.59 cardinal (37.3% of AUM)
- NYSE: NU: $153.08 cardinal (31.7% of AUM)
- NASDAQ: XP: $78.47 cardinal (16.2% of AUM)
- NASDAQ: INTR: $53.03 cardinal (11.0% of AUM)
- NASDAQ: STNE: $18.40 cardinal (3.4% of AUM)
As of February 17, 2026, StoneCo shares were priced astatine $16.46, up 63.0% implicit the anterior year, outperforming the S&P 500 by 56.4 percent points.

Metric

Value

Price (as of marketplace adjacent February 17, 2026)	$16.46
Market capitalization	$4.32 billion
Revenue (TTM)	$2.60 billion
Net income (TTM)	$494.36 million

Provides fiscal exertion solutions for physics commerce, including outgo processing, point-of-sale systems, and integer fiscal services.
Serves tiny and medium-sized businesses, e-commerce platforms, and integrated bundle vendors crossed Brazil.
Operates a localized organisation exemplary and proprietary exertion level to present integrated outgo and commerce solutions.

StoneCo is simply a starring supplier of fiscal exertion infrastructure successful Brazil, serving implicit 1.7 cardinal clients with a absorption connected tiny and medium-sized businesses. Its scale, client-centric approach, and robust exertion level presumption it arsenic a cardinal subordinate successful Brazil's rapidly evolving integer payments landscape.

Squadra Investments has been a long-time shareholder of StoneCo, having archetypal bought shares successful the 4th fourth of 2023.

The money saw the banal merchantability disconnected aft a immense surge successful aboriginal 2024. Still, it made sizeable gains the adjacent year, and arsenic of February 17, StoneCo was up 63% implicit the erstwhile 12 months.

As investors know, 13-F filings bash not necessitate funds to explicate wherefore they marque transactions. However, the banal had sold disconnected successful the 2nd fractional of 2025.

Additionally, investors should enactment that Squadra has steadily sold StoneCo shares since the 4th fourth of 2024. Including this latest sale, it has reduced its holdings successful the fintech banal by astir 91%.

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