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STX Seagate Technology

Information Technology, filed as SEAGATE TECHNOLOGY HLDNGS PL (ORD SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 9 managers in 2026 Q2, sold by 4

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

In 2026 Q2, 8 managers opened positions, 1 added, 3 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns STX

Sorted by value, long equity only, as of 2026 Q2.

History
Lewis Sanders, Sanders Capital 3.4%, was 6.0% Reduce −73.0% 3,487,219 $3.4B History
Stephen Mandel, Lone Pine Capital 5.9% New 5.9% 1,000,109 $965M History
Ben Hoskin, Value Aligned Research Advisors 1.7%, was 1.7% Reduce −22.4% 709,357 $685M History
Sachem Head Capital Management 9.5% New 9.5% 472,000 $455M History
Chase Coleman, Tiger Global Management 1.2% New 1.2% 285,100 $275M History
Alex Sacerdote, Whale Rock Capital Management 1.2% New 1.2% 148,543 $143M History
Stanley Druckenmiller, Duquesne Family Office 2.3%, was 0.59% Add +140.6% 122,000 $118M History
Davidson Kempner Capital Management 0.68% Reduce −41.4% 59,600 $58M History
Dan Sundheim, D1 Capital Partners 0.08% New 0.08% 30,115 $29M History
Ryan Packard, Hiddenite Capital Partners 0.83% New 0.83% 10,000 $9.7M History
Nehal Chopra, Ratan Capital Management 1.2% New 1.2% 3,750 $3.6M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 1,210 $1.2M History
Eric Mandelblatt, Soroban Capital Partners exited 2026 Q2 Last 2026 Q1 0.40% Exit −0.40% 534,364 $209M History

12 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by STX's executives, directors and 10% owners in the last 12 months, from their Form 4s

All STX insider trades
  • None no insider bought on the open market
  • $73.4M sold by 9 insiders outside a trading plan
  • $392M sold by 7 insiders under 10b5-1 plans
  1. William D Mosley CEO
    Planned sale
    $10.3M 11,002 shares at $935.60 2.9% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. William D Mosley CEO
    Planned sale
    $17.4M 18,998 shares at $914.67 4.8% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  3. John Christopher Morris EVP & CTO
    Planned sale
    $8.2M 9,354 shares at $877.91 29% of stake
    Traded Sep 21 Filed Sep 22
    ↗
  4. Ban Seng Teh EVP & Chief Commercial Officer
    Planned sale
    $41.2M 52,730 shares at $782.08 90% of stake
    Traded Sep 15 Filed Sep 16
    ↗
  5. Ban Seng Teh EVP & Chief Commercial Officer
    Planned sale
    $770K 989 shares at $779.00 15% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  6. Gianluca Romano CFO
    Planned sale
    $3.9M 4,600 shares at $854.55 13% of stake
    Traded Sep 11 Filed Sep 15
    ↗
  7. Gianluca Romano CFO
    Planned sale
    $38.1M 45,898 shares at $830.01 57% of stake
    Traded Sep 11 Filed Sep 15
    ↗
  8. Ban Seng Teh EVP & Chief Commercial Officer
    Planned sale
    $570K 663 shares at $860.09 10% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  9. John Christopher Morris EVP & CTO
    Sale
    $493K 572 shares at $862.13 3.4% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  10. Gianluca Romano CFO
    Sale
    $1.2M 1,348 shares at $862.13 4.4% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  11. William D Mosley CEO
    Sale
    $2.5M 2,849 shares at $862.13 0.9% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  12. William D Mosley CEO
    Planned sale
    $24.5M 30,000 shares at $816.28 9.2% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  13. Yolanda Lee Conyers Director
    Planned sale
    $611K 750 shares at $815.11 18% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  14. James Ci Lee EVP & CLO
    Planned sale
    $7.2M 9,013 shares at $794.84 96% of stake
    Traded Aug 24 Filed Aug 26
    ↗
  15. Ban Seng Teh EVP & Chief Commercial Officer
    Planned sale
    $8.4M 9,862 shares at $852.97 65% of stake
    Traded Aug 21 Filed Aug 24
    ↗

Also filed in the last 12 months, not counted as buying or selling: 125 option exercises, 26 share withholdings for taxes, and 7 sales to cover taxes.

Congress

5 members of Congress traded STX in the last three years: 2 buys and 9 sales. 6 members listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Partial sale $15K–$50K Sep 30 filed Oct 12
  2. Kevin Hern R-OK-1 Partial sale $1K–$15K Sep 15 filed Sep 25
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  5. Julie Johnson D-TX-32Joint Partial sale $1K–$15K Nov 13, 2025 filed Dec 11, 2025
  6. Kevin Hern R-OK-1 Partial sale $15K–$50K Oct 28, 2025 filed Nov 16, 2025

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
8-K 3.02,7.01,8.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.