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Seagate Technology Holdings plc

STX Technology
$407.25 +$11.02 (2.78%)
Market Cap: $88.81 B
Gurus Holding
9
Popularity Rank
#653
% of Shares Held
1.15%
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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.02 B.

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 Jefferies Group who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 90.3%.

Key Holders

Top 5 by Value

$200.85 M
$164.86 M
$126.29 M
$47.11 M
$38.27 M

Top 5 by Conviction

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)

Major holders include John Armitage ($200.85 M), Cliff Asness ($164.86 M), Steven Cohen ($126.29 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 2.5 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $292.6 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited STX. The total reported sell value was $378.36 M.

Yes, 2 managers opened new positions in STX, and 2 increased their existing holdings. The total reported buy value was $85.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.18% Reduce -54.2% 729,325 $200.85 M Q4 2025
0.11% Add 47.7% 714,285 $164.86 M Q3 2025
0.21% Reduce -44.0% 535,000 $126.29 M Q3 2025
0.24% Add 48226.8% 171,077 $47.11 M Q4 2025
0.15% Add 526.3% 162,108 $38.27 M Q3 2025
0.50% Reduce -56.5% 85,900 $20.28 M Q3 2025
0.02% Reduce -90.3% 57,064 $13.47 M Q3 2025
0.04% Reduce -10.1% 41,380 $9.77 M Q3 2025
0.00% Add 14.9% 1,410 $388,415 Q4 2025
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Transaction
Value
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SEC Form