Follow-The-Filings

Security

DELL

Dell Technologies Inc. · CL C

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners 1 exit max 3.0% (Arnold Van Den Berg - Van...)

grid → activity → earnings →
owners 17
max % 3.0%
tracked value $18.4B
qoq A 8 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Arnold Van Den Berg - Van Den Berg Management I, Inc. 2026 Q1 3.0% Add +0.70 pp 78,282 $12.8B hist
First Pacific Advisors, LP 2026 Q1 0.9% — 382,985 $63M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.26 pp 1,474,392 $186M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add +0.10 pp 721,577 $118M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Add +0.04 pp 360,685 $59M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.2% Add +0.09 pp 223,392 $37M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.01 pp 1,059,684 $171M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 31,441,451 $4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 4,824,824 $607M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce -0.05 pp 203,593 $33M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 1,458,564 $239M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.02 pp 266,093 $44M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +0.01 pp 2,811 $461 hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 18,900 $3M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 9,773 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 7,629 $1M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,640 $433 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 21,558 $3M hist

17 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
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8-K 3.03,5.03,9.01 Filing Doc
8-K 3.03,5.07,8.01,9.01 Filing Doc
4 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 13 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders