13FPulse
ST

STX Seagate Technology Holdings plc

2026Q2 · CUSIP G7997R103 · Memory & Storage · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,908
Institutions that reported holding it to the SEC
Net increase in holders
+466
Last quarter 1,442 → now 1,908
How unusual is that
Top 1% in the market
Stronger buying than 99.8% of US stocks
What the filings say, in one paragraph

1,908 funds held STX at the end of 2026Q2, up 466 from the quarter before. That is stronger buying than 99.8% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.2B(YoY +34.1%), the P/E is 58.2x, return on equity is 146.9%. STX has had 13 buying rushes in its history. It sits in the Semiconductors sector, tagged Memory & Storage.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=1 2016Q3: holders=1 2016Q4: holders=3 2017Q1: holders=3 2017Q2: holders=3 2017Q3: holders=3 2017Q4: holders=2 2018Q1: holders=3 2018Q2: holders=2 2018Q3: holders=3 2018Q4: holders=3 2019Q1: holders=3 2019Q2: holders=3 2019Q3: holders=4 2019Q4: holders=3 2020Q1: holders=3 2020Q2: holders=4 2020Q3: holders=3 2020Q4: holders=4 2021Q1: holders=6 2021Q2: holders=619 2021Q3: holders=659 2021Q4: holders=768 2022Q1: holders=671 2022Q2: holders=686 2022Q3: holders=640 2022Q4: holders=622 2023Q1: holders=656 2023Q2: holders=646 2023Q3: holders=639 2023Q4: holders=716 2024Q1: holders=757 2024Q2: holders=787 2024Q3: holders=804 2024Q4: holders=799 2025Q1: holders=787 2025Q2: holders=938 2025Q3: holders=1107 2025Q4: holders=1261 2026Q1: holders=1442 2026Q2: holders=1908 -613 -306.5 +0 +306.5 +613 010022004 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 1% in the market
2025Q4 Top 5%
2025Q3 Top 1% in the market
2025Q2 Top 1% in the market
2024Q2 Top 10%
2024Q1 Top 10%
2023Q4 Top 10%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
348
Change in large funds
+44
Total value they hold
$178.9B
Funds buying for the first time
576
Funds that sold out entirely
110
Price change that quarter
Funds holding puts (bearish)
54
Funds holding calls (bullish)
49

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
58.2
EPS (TTM)
$13.90
EPS YoY
+105.3%
Revenue (TTM)
$12.2B
Revenue YoY
+34.1%
Net margin
26.1%
ROE
146.9%
Debt ratio
78.3%
FCF (TTM)
$3.1B
Dividend (TTM)
$2.94
Quarterly Revenue & EPS
2021-10-01: EPS 2.28 2021-12-31: EPS 2.23 2022-04-01: EPS 1.56 2022-07-01: EPS 1.29 2022-09-30: EPS 0.14 2022-12-30: EPS -0.16 2023-03-31: EPS -2.09 2023-06-30: EPS -0.45 2023-09-29: EPS -0.88 2023-12-29: EPS -0.09 2024-03-29: EPS 0.12 2024-06-28: EPS 2.43 2024-09-27: EPS 1.41 2024-12-27: EPS 1.55 2025-03-28: EPS 1.57 2025-06-27: EPS 2.24 2025-10-03: EPS 2.43 2026-01-02: EPS 2.60 2026-04-03: EPS 3.27 2026-07-03: EPS 5.60 0B 1.8B 3.6B $B -2.30 1.93 6.16 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 8 42 75 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K477M953M 20162017201820192020202120222023202420252026
Latest quarter $953M (2026-04-03)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-03 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.