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Seagate Technology Holdings plc

STX Technology
$288.13 +$2.55 (0.89%)
Market Cap: $62.78 B
Gurus Holding
9
Popularity Rank
#550
% of Shares Held
1.46%
Net Activity (Q3 2025)
-$292.6 M

Guru Ownership Trend

Guru Analysis for Seagate Technology Holdings plc (STX)

Seagate Technology Holdings plc (STX), a key player in the Technology sector, continues to attract institutional attention.

As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $919.22 M.

Top institutional holders include John Armitage and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $292.6 M net outflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 526.3%. Conversely, Renaissance Technologies reduced exposure by 90.3%.

Portfolio Manager % Portfolio Activity Shares Value Period
John Armitage John Armitage
3.97% Reduce -22.4% 1,592,983 $376.04 M Q3 2025
Cliff Asness Cliff Asness
0.11% Add 47.7% 714,285 $164.86 M Q3 2025
Steven Cohen Steven Cohen
0.21% Reduce -44.0% 535,000 $126.29 M Q3 2025
Ray Dalio Ray Dalio
0.15% Add 526.3% 162,108 $38.27 M Q3 2025
Stanley Druckenmiller Stanley Druckenmiller
0.50% Reduce -56.5% 85,900 $20.28 M Q3 2025
Renaissance Technologies Renaissance Technologies
0.02% Reduce -90.3% 57,064 $13.47 M Q3 2025
Joel Greenblatt Joel Greenblatt
0.04% Reduce -10.1% 41,380 $9.77 M Q3 2025
Ken Fisher Ken Fisher
0.00% New Buy 1,227 $289,866 Q3 2025
Jefferies Group Jefferies Group
0.00% New Buy 354 $83,565 Q3 2025

Key Holders

Top 5 by Value

John Armitage John Armitage
$376.04 M
Cliff Asness Cliff Asness
$164.86 M
Steven Cohen Steven Cohen
$126.29 M
Ray Dalio Ray Dalio
$38.27 M
Stanley Druckenmiller Stanley Druckenmiller
$20.28 M

Top 5 by Conviction

John Armitage John Armitage
3.97%
Stanley Druckenmiller Stanley Druckenmiller
0.50%
Steven Cohen Steven Cohen
0.21%
Ray Dalio Ray Dalio
0.15%
Cliff Asness Cliff Asness
0.11%

Recent Activity Breakdown (Q3 2025)

+$85.76 M
Total Buy Value
New Buys 2
Additions 2
-$378.36 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for Seagate Technology Holdings plc (STX)

Top Guru holders include John Armitage ($376.04 M), Cliff Asness ($164.86 M), Steven Cohen ($126.29 M). Collectively, tracked Gurus hold 3.19 M shares.

Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $292.6 M, with 4 Gurus buying and 6 Gurus selling.

In the recent quarter, 5 Gurus reduced their positions, and 1 Gurus sold out of STX completely. Total sell value was $378.36 M.

Yes, 2 Gurus opened new positions in STX, and 2 added to their existing holdings. Total buy value was $85.76 M.