The sale reduces Madrone's stake by roughly 0.3 percentage points (from ~10.9% to ~10.6%). This is a small, non-escalatory move. Monitor for any future 13D amendments that signal a change in strategy or further selling.
Price Chart
Executive Summary
Madrone Partners filed an SC 13D/A disclosing a reduction in its StoneCo stake. On October 5, 2026, Madrone sold 750,000 Class A common shares in an open-market sale at an average price of $11.90 per share. The filing does not state any change in purpose or new demands, indicating a routine portfolio adjustment rather than an escalation or de-escalation of activist pressure.
Key Financial Metrics
Key Facts
- Madrone Partners sold 750,000 Class A common shares of StoneCo on October 5, 2026.
- Sale price range: $11.75 to $12.02 per share; weighted average price $11.90.
- Post-sale, Madrone directly holds 24,589,276 shares (10.6% of Class A common shares based on 232,663,503 shares outstanding as of Dec 31, 2025).
- No change in stated purpose or demands; no new activist intentions disclosed.
- Filing is a routine amendment reflecting a modest reduction in position.
Financial Impact
Sale of 750,000 shares at ~$11.90/share represents approximately $8.9 million in proceeds.
Risk Factors
- Further selling by Madrone could pressure the stock.
- No stated catalyst or engagement plan — the filing is purely administrative.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001545458-26-000003 |
| Document: 0001545458-26-000003-index-headers.html | 0001545458-26-000003 |
| Document: 0001545458-26-000003-index.html | 0001545458-26-000003 |
| Document: 0001545458-26-000003.txt | 0001545458-26-000003 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $8.54 | awaiting T+20 | — | $8.33 (−2.46%) |
Oct 7, 2026 20d ago | SC 13D/A | $11.60 | awaiting T+20 | — | $8.33 (−28.19%) |
Apr 23, 2026 26w ago | 6-K | $12.22 $11.10 | ▼ −9.17% | ▼ −13.19% | $8.33 (−31.83%) |
US Market Status
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