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DELL Dell Technologies

Information Technology, filed as DELL TECHNOLOGIES INC (CL C), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 3 Owners
  • Max 5.7%
  • $36M
  • 1 new 2 reduce 1 exit

In 2026 Q2 Lee Ainslie opened a position in Dell Technologies, Arnold Van Den Berg and Dodge & Cox trimmed, and First Pacific Advisors sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.7% (Arnold Van Den Berg, Van Den Berg Management I). Not free-float ownership.

  1. Arnold Van Den Berg Reduce 5.7%
  2. Lee Ainslie New 0.01%

Who owns DELL

Sorted by value, long equity only, as of 2026 Q2.

History
Arnold Van Den Berg, Van Den Berg Management I 5.7% Reduce −20.4% 62,293 $27M History
Dodge & Cox <0.01% Reduce −8.7% 17,250 $7.4M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 2,935 $1.3M History
First Pacific Advisors exited 2026 Q2 Last 2026 Q1 0.88% Exit −0.88% 382,985 $63M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DELL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DELL insider trades
  • None no insider bought on the open market
  • $3.5B sold by 18 insiders outside a trading plan
  • $30.3M sold by 3 insiders under 10b5-1 plans
  1. Lynn Vojvodich Radakovich Director
    Planned sale
    $930K 2,022 shares at $460.00 7.3% of stake
    Traded Oct 22 Filed Oct 26
    ↗
  2. Silver Lake Technology Investors V, L.P. Director, +4 joint filers
    Sale
    $262K 450 shares at $582.31 100% of stake
    Traded Oct 9 Filed Oct 14
    ↗
  3. Silver Lake Partners V DE (AIV), L.P. Director, +4 joint filers
    Sale
    $14.8M 25,494 shares at $582.30 53% of stake
    Traded Oct 9 Filed Oct 14
    ↗
  4. Sl Spv-2, L.P. Director, +4 joint filers
    Sale
    $25.9M 44,408 shares at $582.30 50% of stake
    Traded Oct 9 Filed Oct 14
    ↗
  5. Silver Lake Partners IV, L.P. Director, +4 joint filers
    Sale
    $29.4M 50,454 shares at $582.45
    Traded Oct 9 Filed Oct 14
    ↗
  6. Silver Lake Technology Investors IV, L.P. Director, +4 joint filers
    Sale
    $580K 996 shares at $582.30 100% of stake
    Traded Oct 9 Filed Oct 14
    ↗
  7. Silver Lake Partners IV, L.P. Director, +4 joint filers
    Sale
    $31.2M 54,236 shares at $575.24
    Traded Oct 6 Filed Oct 8
    ↗
  8. Silver Lake Technology Investors V, L.P. Director, +4 joint filers
    Sale
    $269K 467 shares at $575.44 100% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  9. Sl Spv-2, L.P. Director, +4 joint filers
    Sale
    $26.7M 46,323 shares at $575.43 68% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  10. Silver Lake Partners V DE (AIV), L.P. Director, +4 joint filers
    Sale
    $15.3M 26,539 shares at $575.43 70% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  11. Silver Lake Technology Investors IV, L.P. Director, +4 joint filers
    Sale
    $596K 1,035 shares at $575.43 100% of stake
    Traded Oct 6 Filed Oct 8
    ↗
  12. Egon Durban Director
    Sale
    $1M 1,850 shares at $548.40 0.1% of stake
    Traded Sep 23 Filed Sep 25
    ↗
  13. Lynn Vojvodich Radakovich Director
    Planned sale
    $1.1M 2,022 shares at $565.28 7.4% of stake
    Traded Sep 22 Filed Sep 24
    ↗
  14. Silver Lake Partners IV, L.P. Director, +4 joint filers
    Sale
    $4.6M 7,994 shares at $569.77 100% of stake
    Traded Sep 21 Filed Sep 22
    ↗
  15. David Alan Kennedy CFO
    Sale
    $14M 23,896 shares at $585.02 13% of stake
    Traded Sep 17 Filed Sep 21
    ↗

Also filed in the last 12 months, not counted as buying or selling: 208 option exercises, 67 other transactions, 15 stock grants, 12 share withholdings for taxes, and 12 gifts.

Congress

9 members of Congress traded DELL in the last three years: 16 buys and 8 sales. 7 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. John J. McGuire III R-VA-5Spouse Partial sale $1K–$15K Jun 4 filed Jun 10
  3. Markwayne Mullin R-OKJoint Sell $15K–$50K Feb 4 filed Mar 2
  4. Markwayne Mullin R-OKSpouse Sell $15K–$50K Dec 18, 2025 filed Jan 13
  5. Markwayne Mullin R-OK Sell $15K–$50K Dec 18, 2025 filed Jan 13
  6. Jared Moskowitz D-FL-23 Buy $15K–$50K Oct 10, 2025 filed Nov 22, 2025

SEC filings

Recent issuer filings from EDGAR, 1 shown.

Filed Form Detail Links
8-K 5.02 Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $102.3B $88.42B $95.57B $113.54B
Gross profit $22.69B $20.87B $21.25B $22.71B
Gross margin * 22.2% 23.6% 22.2% 20.0%
Net income $2.44B $3.21B $4.59B $5.94B
Net margin * 2.4% 3.6% 4.8% 5.2%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $42.35B $35.95B $36.23B $57.6B
Total non-current assets * $47.26B $46.14B $43.52B $43.68B
Total assets $89.61B $82.09B $79.75B $101.29B
Total current liabilities $51.65B $48.49B $46.53B $63.27B
Total non-current liabilities * $40.98B $35.9B $34.61B $40.49B
Total equity -$3.12B -$2.4B -$1.48B -$2.47B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $3.56B $8.68B $4.52B $11.18B
Cash from investing -$3.02B -$2.78B -$2.22B -$2.06B
Cash from financing -$1.62B -$7.09B -$5.82B -$1.46B
Net change in cash * -$1.19B -$1.39B -$3.51B $7.67B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.