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Seagate Technology Holdings plc

STX Technology
$391.76 +$29.33 (8.09%)
Market Cap: $87.76 B
Gurus Holding
8
Popularity Rank
#886
% of Shares Held
1.31%
Net Activity (Q4 2025)
-$88.91 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.12 B.

Top institutional holders include Cliff Asness and John Armitage.

Institutional sentiment is currently Bearish. This is evidenced by a $88.91 M net outflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, John Armitage reduced exposure by 54.2%.

Key Holders

Top 5 by Value

$234.76 M
$200.85 M
$109.49 M
$77.1 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$207.05 M
Total Buy Value
New Buys 0
Additions 6
-$295.96 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Seagate Technology Holdings plc (STX)

Major holders include Cliff Asness ($234.76 M), John Armitage ($200.85 M), Steven Cohen ($109.49 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.86 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $88.91 M, with 6 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 $295.96 M.

Yes, 0 managers opened new positions in STX, and 6 increased their existing holdings. The total reported buy value was $207.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Add 19.4% 852,472 $234.76 M Q4 2025
2.18% Reduce -54.2% 729,325 $200.85 M Q4 2025
0.12% Reduce -25.7% 397,594 $109.49 M Q4 2025
0.16% Add 569.2% 381,893 $105.17 M Q4 2025
0.28% Add 72.7% 279,977 $77.1 M Q4 2025
0.24% Add 48226.8% 171,077 $47.11 M Q4 2025
0.04% Add 0.1% 41,433 $11.41 M Q4 2025
0.00% Add 14.9% 1,410 $388,415 Q4 2025
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Transaction
Value
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SEC Form