Follow-The-Filings

Security · featured owners

DELL Dell Technologies Inc.

Information Technology CL C Equity as of 2026 Q2 among managers we track

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

DELL (Dell Technologies Inc.) is held in 3 featured 13F books as of 2026 Q2. Arnold Van Den Berg - Van Den Berg Management I is the largest tracked holder by portfolio weight (5.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 5.7% Reduce −20.4% 62,293 $27M history
Dodge & Cox 2026 Q2 <0.01% Reduce −8.7% 17,250 $7M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 2,935 $1M history
First Pacific Advisors exited 2026 Q2 last 2026 Q1 0.88% Exit −0.88% 382,985 $63M history

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
424B2
8-K 8.01,9.01
424B2
10-Q
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 4 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 · 5 forms
4 Period Sep 8, 2026 · 6 forms
4 Period Sep 4, 2026 · 7 forms
4 Period Sep 3, 2026 · 7 forms

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

ownership over time

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