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Funds
8
Score
11.80
vs SPY
-14.0%
Stock return (since Q-end)
-11.9%
SPY return (since Q-end)
+2.1%
Current price
$850.24
Days to cover (short int.)
1.3d↑+9.6%
as of 2026-07-31
News Summary
PositiveSeagate delivered a strong Q4 FY2026 earnings beat with record profitability, 34% annual revenue growth, and record $3.1B free cash flow, driven by robust AI-driven cloud data center demand and successful Mozaic 4 HAMR technology ramp. Management raised guidance and signaled durable long-term growth, prompting broad-based analyst price target increases and a 'Strong Buy' consensus around $1,116; however, elevated valuation expectations, significant insider selling (~$110M in Q2), and a pre-earnings analyst downgrade present meaningful execution and valuation risks.
Red flags
- •Insider selling of ~$108–113 million over three months preceding earnings, signaling potential insider caution on valuation
- •Pre-earnings analyst downgrade (June 23, 2026) citing 'waning AI sentiment' and valuation concerns, with one contributor lowering to Buy at $937 vs. consensus $1,116
- •Valuation risk flagged by analysts given extended HDD shortages and high expectations already embedded in 12-month price targets; limited margin of safety if growth falters
- •Execution risk on Mozaic 4 ramp-up and maintaining >20% annual growth trajectory; concentration of upside in AI/hyperscaler capex cycles
Funds Buying (8)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Lone Pine Capital | Steve Mandel | 1.0M | +1.0M | $965M | 5.9% | — | NEW |
| Point72 | Steve Cohen | 823K | +823K | $794M | 1.2% | — | NEW |
| Sachem Head Capital | Scott Ferguson | 472K | +472K | $455M | 9.4% | — | NEW |
| Tiger Global | Chase Coleman | 285K | +285K | $275M | 1.1% | — | NEW |
| Whale Rock Capital | Alex Sacerdote | 149K | +149K | $143M | 1.2% | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 122K | +71K | $118M | 2.7% | +141% | Existing |
| D1 Capital | Dan Sundheim | 30K | +30K | $29M | <0.1% | — | NEW |
| Maverick Capital | Lee Ainslie | 1K | +1K | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where STX ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
Sachem Head Capital
position #2 of this fund's book
- 1Talen Energy Corp$526M
- 2Seagate Technology Hldngs PL$455M
- 3Primo Brands Corporation$435M
- 4Performance Food Group Co$374M
- 5MKS INC.$361M
Lone Pine Capital
position #3 of this fund's book
- 1NEBIUS GROUP N.V.$1,176M
- 2ASML HLDG NV$1,132M
- 3SEAGATE TECHNOLOGY HLDNGS PL$965M
- 4HOME DEPOT INC$918M
- 5APPLIED MATLS INC$873M
- 6MEDLINE INC$827M
Point72
position #6 of this fund's book
- 3AMAZON COM INC$1,061M
- 4MKS INC.$888M
- 5ARISTA NETWORKS INC$873M
- 6SEAGATE TECHNOLOGY HLDNGS PL$794M
- 7ADVANCED MICRO DEVICES INC$772M
- 8TAIWAN SEMICONDUCTOR MANUFAC$766M
- 9SNOWFLAKE INC$716M
Duquesne Family Office
position #10 of this fund's book
- 7Bbb Foods Inc$121M
- 8Alphabet Inc$120M
- 9Ishares Inc$119M
- 10Seagate Technology Hldngs Pl$118M
- 11Fox Corp$115M
- 12United Airls Hldgs Inc$108M
- 13Sea Ltd$105M
Tiger Global
position #22 of this fund's book
- 19ADVANCED MICRO DEVICES INC$392M
- 20BLOCK INC$348M
- 21APOLLO GLOBAL MGMT INC$322M
- 22SEAGATE TECHNOLOGY HLDNGS PL$275M
- 23VISA INC$274M
- 24MERCADOLIBRE INC$260M
- 25LIBERTY MEDIA CORP DEL$217M
Whale Rock Capital
position #25 of this fund's book
- 22APPLOVIN CORP$238M
- 23SNOWFLAKE INC$225M
- 24TWILIO INC$170M
- 25SEAGATE TECHNOLOGY HLDNGS PL$143M
- 26KLAVIYO INC$83M
- 27NVIDIA CORPORATION$75M
- 28MONGODB INC$75M
Values are quarter-end position sizes. Shown only for funds where STX ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Teh Ban Seng | EVP & Chief Commercial Officer | SELL | 6K | $920.14 | $5.52M | 2026-08-13 | ↗ |
| Teh Ban Seng | EVP & Chief Commercial Officer | SELL | 1K | $923.73 | $1.26M | 2026-08-13 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $835.77 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $838.84 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 120 | $841.16 | $0.10M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $842.86 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 40 | $844.40 | $0.03M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $846.73 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 160 | $849.03 | $0.14M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 240 | $850.04 | $0.20M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $799.64 | $0.26M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 520 | $800.42 | $0.42M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 767 | $801.71 | $0.61M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 679 | $802.67 | $0.55M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 1K | $803.82 | $0.99M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 620 | $804.78 | $0.50M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 1K | $805.89 | $0.92M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 840 | $806.80 | $0.68M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 440 | $807.85 | $0.36M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 400 | $808.91 | $0.32M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $810.10 | $0.26M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 720 | $811.51 | $0.58M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 440 | $812.47 | $0.36M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 412 | $813.50 | $0.34M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 920 | $814.42 | $0.75M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $815.50 | $0.26M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 480 | $816.72 | $0.39M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 280 | $817.74 | $0.23M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 560 | $818.71 | $0.46M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 400 | $820.21 | $0.33M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 640 | $821.32 | $0.53M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 520 | $822.45 | $0.43M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 360 | $823.57 | $0.30M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 120 | $824.90 | $0.10M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $825.54 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 40 | $827.88 | $0.03M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 240 | $829.74 | $0.20M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 280 | $831.25 | $0.23M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 200 | $763.39 | $0.15M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 160 | $765.58 | $0.12M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 400 | $767.81 | $0.31M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 560 | $769.21 | $0.43M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $770.27 | $0.25M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 321 | $771.40 | $0.25M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $772.45 | $0.25M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 280 | $773.60 | $0.22M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 192 | $774.27 | $0.15M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 127 | $775.52 | $0.10M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 200 | $776.94 | $0.16M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 120 | $778.54 | $0.09M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 440 | $779.73 | $0.34M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $780.22 | $0.06M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 120 | $781.89 | $0.09M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 200 | $782.96 | $0.16M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 120 | $784.34 | $0.09M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 200 | $785.08 | $0.16M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 200 | $787.35 | $0.16M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 160 | $788.60 | $0.13M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 240 | $789.45 | $0.19M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 80 | $790.53 | $0.06M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 240 | $791.50 | $0.19M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 280 | $793.15 | $0.22M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 547 | $793.77 | $0.43M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 480 | $795.02 | $0.38M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 93 | $796.40 | $0.07M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 240 | $797.34 | $0.19M | 2026-08-07 | ↗ |
| Romano Gianluca | EVP & CFO | SELL | 320 | $798.33 | $0.26M | 2026-08-07 | ↗ |
| Morris John Christopher | EVP & CTO | SELL | 168 | $817.76 | $0.14M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $819.41 | $0.33M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 520 | $820.35 | $0.43M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 575 | $821.46 | $0.47M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 840 | $822.56 | $0.69M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $823.46 | $0.92M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $824.57 | $1.32M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $825.64 | $1.06M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $826.76 | $1.64M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $827.67 | $1.49M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $828.60 | $1.36M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $829.78 | $1.34M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $830.83 | $1.63M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $832.02 | $0.27M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $832.73 | $0.33M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 200 | $833.91 | $0.17M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 181 | $835.06 | $0.15M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $835.99 | $0.33M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 160 | $836.77 | $0.13M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 80 | $837.98 | $0.07M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 80 | $783.84 | $0.06M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 40 | $786.12 | $0.03M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 160 | $787.77 | $0.13M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 120 | $789.55 | $0.09M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 440 | $790.98 | $0.35M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 711 | $792.72 | $0.56M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 480 | $793.70 | $0.38M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 368 | $794.39 | $0.29M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 761 | $795.81 | $0.61M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 680 | $797.04 | $0.54M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 560 | $797.85 | $0.45M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 480 | $799.27 | $0.38M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 520 | $800.08 | $0.42M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $801.04 | $0.32M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 360 | $802.08 | $0.29M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 520 | $803.73 | $0.42M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 840 | $804.73 | $0.68M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 640 | $806.47 | $0.52M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 280 | $807.65 | $0.23M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 697 | $808.72 | $0.56M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 383 | $809.71 | $0.31M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 520 | $810.44 | $0.42M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 640 | $811.82 | $0.52M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $812.84 | $0.33M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 366 | $814.07 | $0.30M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 394 | $814.99 | $0.32M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $815.87 | $0.26M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 440 | $817.17 | $0.36M | 2026-08-03 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $818.32 | $0.26M | 2026-08-03 | ↗ |
| Lee James CI | EVP & CLO | SELL | 694 | $877.45 | $0.61M | 2026-07-30 | ↗ |
| Lee James CI | EVP & CLO | SELL | 542 | $905.01 | $0.49M | 2026-07-23 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $919.64 | $1.36M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 880 | $920.57 | $0.81M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 880 | $921.80 | $0.81M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 720 | $922.68 | $0.66M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $923.83 | $1.07M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 770 | $925.03 | $0.71M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $926.17 | $0.94M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 571 | $927.00 | $0.53M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 620 | $928.10 | $0.58M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $929.11 | $0.30M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 280 | $930.10 | $0.26M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 120 | $931.62 | $0.11M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $932.94 | $0.30M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 200 | $934.45 | $0.19M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 3 | $936.36 | $0.00M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $887.97 | $0.28M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $890.01 | $0.28M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 120 | $891.13 | $0.11M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 200 | $892.08 | $0.18M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 40 | $892.93 | $0.04M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 266 | $894.39 | $0.24M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 254 | $895.66 | $0.23M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 400 | $896.77 | $0.36M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 340 | $897.78 | $0.31M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 300 | $898.79 | $0.27M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 308 | $900.05 | $0.28M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 401 | $900.82 | $0.36M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $902.14 | $0.29M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 560 | $903.08 | $0.51M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 720 | $904.36 | $0.65M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 320 | $905.12 | $0.29M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 609 | $906.47 | $0.55M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 391 | $907.56 | $0.35M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 560 | $908.42 | $0.51M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 441 | $909.52 | $0.40M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 399 | $910.49 | $0.36M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 960 | $911.63 | $0.88M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 813 | $912.72 | $0.74M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $913.65 | $1.46M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $914.77 | $2.18M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $915.65 | $2.11M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 1K | $916.61 | $1.09M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $917.67 | $1.62M | 2026-07-01 | ↗ |
| MOSLEY WILLIAM D | CEO | SELL | 2K | $918.67 | $1.90M | 2026-07-01 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Sanders Capital, LLC | SC 13G/A | 3.5M | 1.6% | 2026-08-05 | ↗ |
| Vanguard Portfolio Management | SC 13G/A | 8.0M | 3.6% | 2026-07-31 | ↗ |
| Vanguard Capital Management | SC 13G | 16.3M | 7.5% | 2026-04-30 | ↗ |
| Vanguard Portfolio Management | SC 13G | 11.1M | 5.1% | 2026-04-29 | ↗ |
| Sanders Capital, LLC | SC 13G/A | 13.0M | 6.0% | 2026-04-16 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.