TwinBeech Capital’s Seagate STX Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-9,443	Closed	-$2.6M	–	818
2025 Q4	$2.6M	Buy	+9,443	New	+$2.45M	0.18%	151
2025 Q3	–	Sell	-229,137	Closed	-$33.1M	–	833
2025 Q2	$33.1M	Buy	229,137 +13,314	+6%	+$1.38M	0.75%	35
2025 Q1	$18.3M	Sell	215,823 -98,130	-31%	-$9.27M	0.33%	90
2024 Q4	$27.1M	Buy	+313,953	New	+$31.6M	0.46%	66
2022 Q3	–	Sell	-206,104	Closed	-$14.7M	–	802
2022 Q2	$14.7M	Sell	206,104 -6,558	-3%	-$533K	0.66%	44
2022 Q1	$19.1M	Buy	+212,662	New	+$21.8M	0.84%	30
2021 Q1	–	Sell	-6,064	Closed	-$377K	–	664
2020 Q4	$377K	Buy	+6,064	New	+$341K	0.06%	332
2020 Q1	–	Sell	-13,435	Closed	-$799K	–	459
2019 Q4	$799K	Buy	+13,435	New	+$772K	0.23%	143

Other funds holding STX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's STX Position: Q1 2026 in Review

TwinBeech Capital sold out of Seagate (STX) in Q1 2026, closing a stake of 9,443 shares — an estimated $2.6M sold.

TwinBeech Capital first reported a position in STX in Q4 2019 and held it in 8 quarters. The position peaked at $33.1M in Q2 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

TwinBeech Capital reported no remaining Seagate position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 9,443 Seagate shares in Q1 2026, an estimated $2.6M.
TwinBeech Capital first reported a position in Seagate in Q4 2019 and held it in 8 quarters.
TwinBeech Capital's Seagate position peaked at $33.1M in Q2 2025.
1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.