Point72 discloses a shared 3.9% beneficial stake in StoneCo Ltd. Point72 Asset Management, Point72 Capital Advisors and Steven A. Cohen report shared voting and dispositive power over 9,972,114 Class A common shares, which includes 123,800 shares issuable upon exercise of call options. The reported position reflects securities held by an investment fund managed by Point72 Asset Management and sub-advised portions, with Point72 Capital Advisors serving as general partner and Mr. Cohen controlling the entities. The statement clarifies these persons have no sole voting or dispositive power and that the holdings are reported as of the close of business on June 30, 2025.
Positive
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Negative
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Insights
TL;DR: Point72 reports a disclosed 3.9% shared holding in STNE, below the 5% beneficial ownership threshold.
This Schedule 13G/A shows Point72-affiliated entities and Steven A. Cohen exercise shared voting and dispositive power over 9,972,114 Class A shares of StoneCo, including 123,800 call-option-derivative interests. Because the position is reported on a passive 13G framework and is under 5% ownership, it signals disclosure and monitoring rather than a control intent. The lack of sole voting or dispositive power reduces likelihood of imminent governance change from this stake.
TL;DR: The filing documents coordinated reporting by related Point72 entities and Mr. Cohen with no sole control asserted.
The report emphasizes shared authority among affiliated investment managers and their sub-advisors, and explicitly disclaims sole ownership or control. Inclusion of shares issuable from call options is appropriate and improves transparency. From a governance perspective, a 3.9% passive disclosure typically does not trigger board influence or change in control dynamics, though it should be tracked alongside other holders.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
StoneCo Ltd.
(Name of Issuer)
Class A Common Shares, par value US$0.000079365 per share
(Title of Class of Securities)
G85158106
(CUSIP Number)
06/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
G85158106
1
Names of Reporting Persons
Point72 Asset Management, L.P.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
9,972,114.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,972,114.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,972,114.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.9 %
12
Type of Reporting Person (See Instructions)
PN
Comment for Type of Reporting Person: Includes 123,800 Class A Common Shares (as defined in Item 2(a)) issuable upon exercise of call options
SCHEDULE 13G
CUSIP No.
G85158106
1
Names of Reporting Persons
Point72 Capital Advisors, Inc.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
9,972,114.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,972,114.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,972,114.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.9 %
12
Type of Reporting Person (See Instructions)
CO
Comment for Type of Reporting Person: Includes 123,800 Class A Common Shares issuable upon exercise of call options
SCHEDULE 13G
CUSIP No.
G85158106
1
Names of Reporting Persons
Steven A. Cohen
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
UNITED STATES
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
9,972,114.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
9,972,114.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,972,114.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
3.9 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: Includes 123,800 Class A Common Shares issuable upon exercise of call options
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
StoneCo Ltd.
(b)
Address of issuer's principal executive offices:
4th Floor, Harbour Place 103 South Church Street, P.O. Box 10240 Grand Cayman, KY1-1002, Cayman Islands
Item 2.
(a)
Name of person filing:
This statement is filed by: (i) Point72 Asset Management, L.P. ("Point72 Asset Management") with respect to the class A common shares, par value $0.000079365 per share ("Class A Common Shares"), of StoneCo Ltd. held by (and underlying options held by) an investment fund it manages; (ii) Point72 Capital Advisors, Inc. ("Point72 Capital Advisors Inc.") with respect to Class A Common Shares held by (and underlying options held by) an investment fund managed by Point72 Asset Management; and (iii) Steven A. Cohen ("Mr. Cohen") with respect to Class A Common Shares beneficially owned by Point72 Asset Management and Point72 Capital Advisors Inc.
Each of Cubist Systematic Strategies, LLC and Point72 (Asia) Singapore Pte. Ltd. are advisors under common control with Point72 Asset Management, and each acts as a sub-advisor with respect to a portion of the Class A Common Shares reported herein.
(b)
Address or principal business office or, if none, residence:
The address of the principal business office of Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen is 72 Cummings Point Road, Stamford, CT 06902.
(c)
Citizenship:
Point72 Asset Management is a Delaware limited partnership. Point72 Capital Advisors Inc. is a Delaware corporation. Mr. Cohen is a United States citizen.
(d)
Title of class of securities:
Class A Common Shares, par value US$0.000079365 per share
(e)
CUSIP No.:
G85158106
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
The information required by Item 4(a) is set forth in Row 9 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025.
Point72 Asset Management, Point72 Capital Advisors Inc., and Mr. Cohen own directly no Class A Common Shares. Pursuant to an investment management agreement, Point72 Asset Management maintains investment and voting power with respect to the securities held by an investment fund it manages. Point72 Capital Advisors Inc. is the general partner of Point72 Asset Management. Mr. Cohen controls each of Point72 Asset Management and Point72 Capital Advisors Inc. The filing of this statement should not be construed as an admission that any of the foregoing persons or any Reporting Person is, for the purposes of Section 13 of the Securities Exchange Act of 1934, the beneficial owner of the Class A Common Shares reported herein.
(b)
Percent of class:
3.9%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
The information required by Item 4(c)(i) is set forth in Row 5 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025.
(ii) Shared power to vote or to direct the vote:
The information required by Item 4(c)(ii) is set forth in Row 6 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025.
(iii) Sole power to dispose or to direct the disposition of:
The information required by Item 4(c)(iii) is set forth in Row 7 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025.
(iv) Shared power to dispose or to direct the disposition of:
The information required by Item 4(c)(iv) is set forth in Row 8 of the cover page for each of the Reporting Persons and is incorporated herein by reference. Such information is as of the close of business on June 30, 2025.
Item 5.
Ownership of 5 Percent or Less of a Class.
Ownership of 5 percent or less of a class
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
See Item 2(a).
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
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