Follow-The-Filings

Security · featured owners

STX Seagate Technology Hldngs Pl

Information Technology ORD SHS Equity as of 2026 Q2 among managers we track

  • 12 Owners
  • #67
  • Max 9.5%
  • Master 0.36%
  • $6.1B
  • 8 new 1 add 3 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 9.5% (Sachem Head Capital Management) · not free-float ownership

  1. Sachem Head Capital Management new 9.5%
  2. Stephen Mandel new 5.9%
  3. Lewis Sanders reduce 3.4%
  4. Stanley Druckenmiller add 2.3%
  5. Ben Hoskin reduce 1.7%
  6. Nehal Chopra new 1.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 3.4% Reduce −73.0% 3,487,219 $3.4B history
Stephen Mandel - Lone Pine Capital 2026 Q2 5.9% New 5.9% 1,000,109 $965M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 1.7% Reduce −22.4% 709,357 $685M history
Sachem Head Capital Management 2026 Q2 9.5% New 9.5% 472,000 $455M history
Chase Coleman - Tiger Global Management 2026 Q2 1.2% New 1.2% 285,100 $275M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 1.2% New 1.2% 148,543 $143M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 2.3% Add +140.6% 122,000 $118M history
Davidson Kempner Capital Management 2026 Q2 0.68% Reduce −41.4% 59,600 $58M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.08% New 0.08% 30,115 $29M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 0.83% New 0.83% 10,000 $10M history
Nehal Chopra - Ratan Capital Management 2026 Q2 1.2% New 1.2% 3,750 $4M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 1,210 $1M history
Eric Mandelblatt - Soroban Capital Partners exited 2026 Q2 last 2026 Q1 0.40% Exit −0.40 pp 534,364 $209M history

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02
10-K
8-K 2.02,7.01,9.01
8-K 7.01,8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 2 forms
4 Period Aug 24, 2026
4 Period Aug 20, 2026 · 6 forms
4 Period Aug 21, 2026
4 Period Aug 13, 2026
4 Period Aug 7, 2026 · 3 forms
4 Period Aug 3, 2026 · 3 forms
4 Period Jul 30, 2026
4 Period Jul 22, 2026
4 Period Jul 1, 2026 · 2 forms
4 Period Jun 11, 2026 · 4 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2026
Revenue $7.38B $6.55B $12.2B
Gross profit * $1.35B $1.54B $5.56B
Gross margin * 18.3% 23.4% 45.6%
Net income -$0.529B $0.335B $3.18B
Net margin * -7.2% 5.1% 26.1%

Balance sheet

Metric FY2023 FY2024 FY2026
Total current assets $2.9B $3.33B $5.22B
Total non-current assets * $4.65B $4.41B $4.75B
Total assets $7.56B $7.74B $9.97B
Total current liabilities $2.59B $3.1B $3.13B
Total non-current liabilities * $6.16B $6.13B $4.68B
Total equity -$1.2B -$1.49B $2.17B

Cash flow

Metric FY2023 FY2024 FY2026
Cash from operations $0.942B $0.918B $3.67B
Cash from investing $217M $126M -$525M
Cash from financing -$0.988B -$0.473B -$2.34B
Net change in cash $171M $572M $812M

ownership over time

filing count by report period · click a bar for that quarter’s holders