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Seagate Technology Holdings plc

STX Technology
$795.47 $-9.29 (-1.15%)
Market Cap: $178.37 B
Gurus Holding
11
Popularity Rank
#353
% of Shares Held
1.30%
Net Activity (Q1 2026)
+$108.55 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.32 B.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $108.55 M net inflow during the quarter.

Recent activity highlights Frank Sands who opened a new position. Conversely, Jefferies Group reduced exposure by 93.0%.

Key Holders

Top 5 by Value

$383.99 M
$214.05 M
$208.37 M
$128.93 M

Recent Activity Breakdown (Q1 2026)

+$403.17 M
Total Buy Value
New Buys 4
Additions 3
-$294.62 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for Seagate Technology Holdings plc (STX)

Major holders include Cliff Asness ($383.99 M), Steven Cohen ($214.05 M), Frank Sands ($208.37 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.92 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $108.55 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited STX. The total reported sell value was $294.62 M.

Yes, 4 managers opened new positions in STX, and 3 increased their existing holdings. The total reported buy value was $403.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 17.4% 1,001,039 $383.99 M Q1 2026
0.27% Add 37.4% 546,378 $214.05 M Q1 2026
0.82% New Buy 531,892 $208.37 M Q1 2026
0.58% Add 17.6% 329,117 $128.93 M Q1 2026
0.19% Reduce -18.7% 310,494 $121.64 M Q1 2026
0.07% New Buy 102,041 $39.98 M Q1 2026
0.59% New Buy 50,700 $19.86 M Q1 2026
0.04% Reduce -20.4% 32,965 $12.91 M Q1 2026
0.03% Reduce -93.0% 12,033 $4.71 M Q1 2026
0.01% New Buy 1,096 $429,369 Q1 2026
0.00% Reduce -32.0% 959 $375,869 Q1 2026
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SEC Form