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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.75 B.
Top institutional holders include Cliff Asness and Steve Mandel.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 5.90% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.95 B net inflow during the quarter.
Recent activity highlights Louis Moore Bacon who increased their stake by 202.0%. Conversely, Jefferies Group reduced exposure by 93.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Seagate Technology Holdings plc (STX)
Major holders include Cliff Asness ($1.2 B), Steve Mandel ($965.11 M), Steven Cohen ($794.11 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 4.88 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.95 B, with 10 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited STX. The total reported sell value was $186.17 M.
Yes, 3 managers opened new positions in STX, and 7 increased their existing holdings. The total reported buy value was $2.14 B.
