Why this score?See the 9 factors that produced −7 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 →
| Factor | Contribution |
|---|---|
| Smart money | +8 |
| Insider activity | -9 |
| Track record | -1 |
| Trend streak | 0 |
| Concentration | +3 |
| Contrarian bonus | 0 |
| 8-K events | 0 |
| Dissent | +8 |
| Crowding | 0 |
| Sum (clamped −100/+100) | −7 |
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: 11 buyers vs 5 sellers among the 30 tracked managers.
Ownership breadth · 8 quarters
Breadth flatThe 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.
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 2.30% |
Stephen MandelTier 1 Lone Pine Capital | 5.90% |
Chase ColemanElite Tiger Global Management | 1.10% |
Joel GreenblattElite Gotham Asset Management | 0.40% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.60% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.10% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.70% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 1.30% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.80% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Morris John Christopher EVP & CTO | $0 |
Morris John Christopher EVP & CTO | $36K |
Morris John Christopher EVP & CTO | $36K |
Morris John Christopher EVP & CTO | $72K |
Morris John Christopher EVP & CTO | $818K |
Morris John Christopher EVP & CTO | $36K |
Morris John Christopher EVP & CTO | $36K |
Morris John Christopher EVP & CTO | $107K |
Morris John Christopher EVP & CTO | $35K |
Morris John Christopher EVP & CTO | $283K |
Morris John Christopher EVP & CTO | $176K |
Morris John Christopher EVP & CTO | $653K |
Morris John Christopher EVP & CTO | $176K |
Morris John Christopher EVP & CTO | $246K |
Morris John Christopher EVP & CTO | $367K |
Morris John Christopher EVP & CTO | $666K |
Morris John Christopher EVP & CTO | $853K |
Morris John Christopher EVP & CTO | $862K |
Morris John Christopher EVP & CTO | $908K |
Morris John Christopher EVP & CTO | $872K |
Morris John Christopher EVP & CTO | $453K |
Morris John Christopher EVP & CTO | $174K |
Morris John Christopher EVP & CTO | $70K |
Morris John Christopher EVP & CTO | $139K |
Morris John Christopher EVP & CTO | $35K |
Morris John Christopher EVP & CTO | $69K |
Morris John Christopher EVP & CTO | $35K |
Morris John Christopher EVP & CTO | $145K |
Teh Ban Seng EVP & Chief Commercial Officer | $1.99M |
Teh Ban Seng EVP & Chief Commercial Officer | $320K |
Teh Ban Seng EVP & Chief Commercial Officer | $423K |
Teh Ban Seng EVP & Chief Commercial Officer | $1.26M |
Teh Ban Seng EVP & Chief Commercial Officer | $1.72M |
Teh Ban Seng EVP & Chief Commercial Officer | $1.02M |
Teh Ban Seng EVP & Chief Commercial Officer | $443K |
Teh Ban Seng EVP & Chief Commercial Officer | $1.39M |
Teh Ban Seng EVP & Chief Commercial Officer | $221K |
Teh Ban Seng EVP & Chief Commercial Officer | $94K |
Teh Ban Seng EVP & Chief Commercial Officer | $818K |
Teh Ban Seng EVP & Chief Commercial Officer | $784K |
Latest news
Recent headlines for STX — context for the moves above.
Who’s betting biggest on STX
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.
AI thesis
An AI-synthesised investment thesis for STX, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -7 conviction score.
Related smart-money signals
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.
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