Sachem Head Capital Management’s Seagate STX Stock Holding History

Sachem Head Capital Management’s Portfolio STX Stock Details STX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455M	Buy	+472,000	New	+$360M	9.45%	2
2025 Q3	–	Sell	-1,522,500	Closed	-$220M	–	23
2025 Q2	$220M	Buy	1,522,500 +32,500	+2%	+$3.36M	6.86%	3
2025 Q1	$127M	Buy	+1,490,000	New	+$141M	5.07%	8
2024 Q3	–	Sell	-1,012,300	Closed	-$105M	–	18
2024 Q2	$105M	Buy	1,012,300 +147,300	+17%	+$13.8M	5.2%	6
2024 Q1	$80.5M	Hold	865,000	–	–	3.44%	10
2023 Q4	$73.8M	Buy	+865,000	New	+$64.6M	3.46%	9

Other funds holding STX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sachem Head Capital Management's STX Position: Q2 2026 in Review

Sachem Head Capital Management opened a new position in Seagate (STX) in Q2 2026: 472,000 shares worth $455M. The stake represents 9.45% of the portfolio and ranks #2 among its holdings. This is a return to the name: Sachem Head Capital Management previously reported a position in STX as recently as Q2 2025.

Sachem Head Capital Management first reported a position in STX in Q4 2023 and has held it in 6 quarters since. 1,957 funds tracked by Wall St. Rank hold STX as of Q2 2026.

Sachem Head Capital Management held 472,000 shares of Seagate worth $455M as of Q2 2026.
Seagate was a new Sachem Head Capital Management position in Q2 2026.
Seagate made up 9.45% of Sachem Head Capital Management's portfolio in Q2 2026, its #2 holding.
Sachem Head Capital Management first reported a position in Seagate in Q4 2023 and has held it in 6 quarters since.
1,957 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

Based on Sachem Head Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.