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Signal dossier · Q1 2026

STX logoSTX

Seagate Technology · Other

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.
ConvictionScore · single −100..+100 scale
Net buying
+1
on a signed +100 buy scale · Slight accumulation
2 tracked managers buying MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+1
Buy component
+9
Dissent penalty
−8
Unanimity bonus
0
Quality differential
+0
Info density
+7
Buyers / Sellers
2 / 0
ConvictionScore v5 · 9-layer breakdown
13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.
+1
Smart money (13F)
+7
Insider activity (Form 4)
-6
Track record (CAGR)
+4
Trend streak
+0
Concentration
+4
Contrarian bonus
+0
Event signal (8-K)
+0
− Dissent penalty
−8
− Crowding penalty
−0
Owners: 1·Buyers: 8·Sellers: 5·Buyer-CAGR-weighted expected return: +14.8% ±3.9%·How this is computed
Why this score?
See the 9 factors that produced +1 for STX

HoldLens's ConvictionScore is the sum of 9 factors clamped to −100/+100. Each factor has a known min/max range; the math is deterministic and reproducible. Every input traces to a public SEC filing. Full methodology →

FactorContribution
Smart money+7
Insider activity-6
Track record+4
Trend streak0
Concentration+4
Contrarian bonus0
8-K events0
Dissent+8
Crowding0
Sum (clamped −100/+100)+1

How to read: emerald = positive contribution to the buy signal; rose = penalty (sellers, crowded ownership, bearish 8-K events). Hover any factor name in the methodology page for the exact formula. Every number is computed at build time from EDGAR filings — no proprietary opinion layer, no editorial scoring. For STX specifically: 8 buyers vs 5 sellers among the 30 tracked managers.

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Ownership breadth · 8 quarters

Breadth flat
-1 owners over 8Q
2
2
2
2
2
2
2
1
1
Q1 '24
Q2 '24
Q3 '24
Q4 '24
Q1 '25
Q2 '25
Q3 '25
Q4 '25
Q1 '26

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on STX — grouped by quarter, ranked by manager quality.

Smart money activity
8 buys · 5 sells across tracked 13F filings
Net signal: Heavy accumulation
Q4 2025(2 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.10%
Duquesne Family Office
0.00%
Q3 2025(2 moves)
Portfolio manager% portfolio
Gotham Asset Management
0.10%
Duquesne Family Office
0.50%
Q2 2025(2 moves)
Portfolio manager% portfolio
Duquesne Family Office
0.70%
Gotham Asset Management
0.10%
Q1 2025(1 move)
Portfolio manager% portfolio
Duquesne Family Office
1.30%
Q4 2024(2 moves)
Portfolio manager% portfolio
Duquesne Family Office
4.80%
Gotham Asset Management
0.10%
Q3 2024(2 moves)
Portfolio manager% portfolio
Duquesne Family Office
7.10%
Gotham Asset Management
0.10%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Insider activity (Form 4)
6 buys · 52 sells from corporate insiders
Net: INSIDER SELLING
InsiderValue
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$6.54M
Teh Ban Seng
EVP & Chief Commercial Officer
$147K
Teh Ban Seng
EVP & Chief Commercial Officer
$239K
Teh Ban Seng
EVP & Chief Commercial Officer
$226K
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$0
Teh Ban Seng
EVP & Chief Commercial Officer
$6.54M
Teh Ban Seng
EVP & Chief Commercial Officer
$147K
Teh Ban Seng
EVP & Chief Commercial Officer
$239K
Teh Ban Seng
EVP & Chief Commercial Officer
$226K
Teh Ban Seng
EVP & Chief Commercial Officer
$1.30M
Teh Ban Seng
EVP & Chief Commercial Officer
$66K
Teh Ban Seng
EVP & Chief Commercial Officer
$66K
Teh Ban Seng
EVP & Chief Commercial Officer
$33K
Teh Ban Seng
EVP & Chief Commercial Officer
$263K
Teh Ban Seng
EVP & Chief Commercial Officer
$33K
Teh Ban Seng
EVP & Chief Commercial Officer
$164K
Teh Ban Seng
EVP & Chief Commercial Officer
$131K
Teh Ban Seng
EVP & Chief Commercial Officer
$65K
Teh Ban Seng
EVP & Chief Commercial Officer
$163K
Teh Ban Seng
EVP & Chief Commercial Officer
$232K
Teh Ban Seng
EVP & Chief Commercial Officer
$221K
Teh Ban Seng
EVP & Chief Commercial Officer
$285K
Teh Ban Seng
EVP & Chief Commercial Officer
$491K
Teh Ban Seng
EVP & Chief Commercial Officer
$347K
Teh Ban Seng
EVP & Chief Commercial Officer
$97K
Teh Ban Seng
EVP & Chief Commercial Officer
$322K
Teh Ban Seng
EVP & Chief Commercial Officer
$410K
Teh Ban Seng
EVP & Chief Commercial Officer
$543K
Teh Ban Seng
EVP & Chief Commercial Officer
$336K
Teh Ban Seng
EVP & Chief Commercial Officer
$160K
Teh Ban Seng
EVP & Chief Commercial Officer
$416K
Teh Ban Seng
EVP & Chief Commercial Officer
$1.30M
Teh Ban Seng
EVP & Chief Commercial Officer
$66K
Teh Ban Seng
EVP & Chief Commercial Officer
$66K
Teh Ban Seng
EVP & Chief Commercial Officer
$33K
Teh Ban Seng
EVP & Chief Commercial Officer
$263K
Teh Ban Seng
EVP & Chief Commercial Officer
$33K
Teh Ban Seng
EVP & Chief Commercial Officer
$164K
Teh Ban Seng
EVP & Chief Commercial Officer
$131K
Teh Ban Seng
EVP & Chief Commercial Officer
$65K
Teh Ban Seng
EVP & Chief Commercial Officer
$163K
Teh Ban Seng
EVP & Chief Commercial Officer
$232K
Teh Ban Seng
EVP & Chief Commercial Officer
$221K
Teh Ban Seng
EVP & Chief Commercial Officer
$285K
Teh Ban Seng
EVP & Chief Commercial Officer
$491K
Teh Ban Seng
EVP & Chief Commercial Officer
$347K
Teh Ban Seng
EVP & Chief Commercial Officer
$97K
Teh Ban Seng
EVP & Chief Commercial Officer
$322K
Teh Ban Seng
EVP & Chief Commercial Officer
$410K
Teh Ban Seng
EVP & Chief Commercial Officer
$543K
Teh Ban Seng
EVP & Chief Commercial Officer
$336K
Teh Ban Seng
EVP & Chief Commercial Officer
$160K
Teh Ban Seng
EVP & Chief Commercial Officer
$416K

Latest news

Recent headlines for STX — context for the moves above.

Each bar is one manager’s position size in STX as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Storage — multi-year hold.

AI thesis

An AI-synthesised investment thesis for STX, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis
Claude Haiku synthesis of net buying positioning from 1 institutional filers
Powered by Claude Haiku

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +1 conviction score.

Related smart-money signals

Derived from the same 13F filings
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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.

Sister property: SecFilingDex — the encyclopedic reference for every SEC form variant (13F-HR / 13F-NT / 13F-HR/A) and the regulatory citation behind the data on this page.