WCM INVESTMENT MANAGEMENT, LLC has opened a new $1.2B position in $STX, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $STX.
$STX Hedge Fund Activity
We have seen 572 institutional investors add shares of $STX stock to their portfolio, and 379 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS removed 8,257,873 shares (-53.1%) from their portfolio in Q2 2025, for an estimated $1,191,858,810
- WCM INVESTMENT MANAGEMENT, LLC added 5,182,949 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,223,486,940
- BANK OF AMERICA CORP /DE/ added 2,559,670 shares (+63.3%) to their portfolio in Q2 2025, for an estimated $369,437,171
- EGERTON CAPITAL (UK) LLP added 2,051,434 shares (+inf%) to their portfolio in Q2 2025, for an estimated $296,083,469
- BALYASNY ASSET MANAGEMENT L.P. removed 2,044,038 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $295,016,004
- D. E. SHAW & CO., INC. added 1,673,943 shares (+11566.8%) to their portfolio in Q2 2025, for an estimated $241,600,193
- BOSTON PARTNERS added 1,340,501 shares (+inf%) to their portfolio in Q2 2025, for an estimated $193,474,509
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$STX Insider Trading Activity
$STX insiders have traded $STX stock on the open market 79 times in the past 6 months. Of those trades, 0 have been purchases and 79 have been sales.
Here’s a breakdown of recent trading of $STX stock by insiders over the last 6 months:
- WILLIAM D MOSLEY (CEO) has made 0 purchases and 41 sales selling 204,347 shares for an estimated $29,812,057.
- BAN SENG TEH (EVP & Chief Commercial Officer) has made 0 purchases and 12 sales selling 106,121 shares for an estimated $14,298,183.
- GIANLUCA ROMANO (EVP & CFO) has made 0 purchases and 4 sales selling 51,834 shares for an estimated $6,087,785.
- JOHN CHRISTOPHER MORRIS (EVP & CTO) has made 0 purchases and 6 sales selling 15,724 shares for an estimated $3,084,595.
- MICHAEL R CANNON sold 24,190 shares for an estimated $2,878,646
- KIAN FATT CHONG (EVP Global Operations) sold 7,078 shares for an estimated $1,926,209
- JAMES CI LEE (Chief Legal Officer) has made 0 purchases and 7 sales selling 4,625 shares for an estimated $714,144.
- JAY L GELDMACHER has made 0 purchases and 2 sales selling 3,750 shares for an estimated $712,625.
- STEPHANIE TILENIUS sold 2,693 shares for an estimated $344,801
- YOLANDA LEE CONYERS has made 0 purchases and 4 sales selling 1,500 shares for an estimated $214,356.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$STX Congressional Stock Trading
Members of Congress have traded $STX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $STX stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $50,000 on 09/08.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/14, 07/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$STX Analyst Ratings
Wall Street analysts have issued reports on $STX in the last several months. We have seen 12 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 10/29/2025
- Susquehanna issued a "Negative" rating on 10/29/2025
- Rosenblatt issued a "Buy" rating on 10/29/2025
- Mizuho issued a "Outperform" rating on 10/17/2025
- Wedbush issued a "Outperform" rating on 10/16/2025
- Loop Capital issued a "Buy" rating on 10/16/2025
- Evercore ISI Group issued a "Outperform" rating on 10/13/2025
To track analyst ratings and price targets for $STX, check out Quiver Quantitative's $STX forecast page.
$STX Price Targets
Multiple analysts have issued price targets for $STX recently. We have seen 19 analysts offer price targets for $STX in the last 6 months, with a median target of $255.0.
Here are some recent targets:
- Asiya Merchant from Citigroup set a target price of $275.0 on 10/29/2025
- Timothy Arcuri from UBS set a target price of $230.0 on 10/29/2025
- Kevin Cassidy from Rosenblatt set a target price of $270.0 on 10/29/2025
- Aaron Rakers from Wells Fargo set a target price of $250.0 on 10/29/2025
- Mark Miller from Benchmark set a target price of $255.0 on 10/29/2025
- Mehdi Hosseini from Susquehanna set a target price of $150.0 on 10/29/2025
- Tom O'Malley from Barclays set a target price of $240.0 on 10/29/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $STX ticker page for more data.
