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 Q2	$1.16M	Buy	+1,200	New	+$915K	0.21%	139
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 $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

TwinBeech Capital's STX Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Seagate (STX) in Q2 2026: 1,200 shares worth $1.16M. The stake represents 0.21% of the portfolio and ranks #139 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in STX as recently as Q4 2025.

TwinBeech Capital first reported a position in STX in Q4 2019 and has held it in 9 quarters since. The position peaked at $33.1M in Q2 2025. 1,961 funds tracked by Wall St. Rank hold STX as of Q2 2026.

TwinBeech Capital held 1,200 shares of Seagate worth $1.16M as of Q2 2026.
Seagate was a new TwinBeech Capital position in Q2 2026.
Seagate made up 0.21% of TwinBeech Capital's portfolio in Q2 2026, its #139 holding.
TwinBeech Capital first reported a position in Seagate in Q4 2019 and has held it in 9 quarters since.
TwinBeech Capital's Seagate position peaked at $33.1M in Q2 2025.
1,961 funds tracked by Wall St. Rank held Seagate as of Q2 2026.

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