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Western Digital Corporation

WDC Technology
$481.08 +$21.46 (4.67%)
Market Cap: $165.82 B
Gurus Holding
9
Popularity Rank
#612
% of Shares Held
1.72%
Net Activity (Q1 2026)
+$317.11 M

Guru Ownership Trend

Guru Analysis for Western Digital Corporation (WDC)

Western Digital Corporation (WDC), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.85 B.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $317.11 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 27.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$354.71 M
Total Buy Value
New Buys 1
Additions 7
-$37.59 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
8

FAQs for Western Digital Corporation (WDC)

Major holders include Cliff Asness ($913.05 M), Renaissance Technologies (RenTech) ($310.02 M), Steven Cohen ($168.77 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 5.93 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $317.11 M, with 8 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited WDC. The total reported sell value was $37.59 M.

Yes, 1 managers opened new positions in WDC, and 7 increased their existing holdings. The total reported buy value was $354.71 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.42% Add 16.4% 3,459,565 $913.05 M Q1 2026
0.48% Add 15.5% 1,146,133 $310.02 M Q1 2026
0.22% Add 249.0% 623,944 $168.77 M Q1 2026
0.30% Reduce -27.4% 367,768 $99.48 M Q1 2026
0.30% Add 244.3% 249,039 $67.36 M Q1 2026
0.03% Add 2759.7% 55,793 $15.09 M Q1 2026
0.00% Add 25.8% 15,084 $4.08 M Q1 2026
0.02% Add 29.4% 13,348 $3.61 M Q1 2026
0.00% New Buy 880 $238,031 Q1 2026
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