FollowFilings The Ledger · @followfilings · data: SEC Form 4 ← All receipts

$DELL

Dell Technologies Inc.
$572.47 +273.2% vs prior close

What they do: Electronic Computers · Exchange: NYSE · Employees: 97,000

Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company has a strategic alliance with Rafay Systems for the development of AI infrastructure solutions. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas. (via Yahoo Finance)

Earnings trend (from SEC filings)

Quarter endRevenueDiluted EPS
2025-01-31$23.93B$2.15
2025-05-02$23.38B$1.37
2025-08-01$29.78B$1.70
2025-10-31$27.00B$2.28
2026-05-01$43.84B$5.24
2026-07-31$46.97B$6.34

Institutional ownership (via Yahoo Finance, 13F-derived)

Insiders hold: 7.69% · Institutions hold: 77.94% across 2759 filers

InstitutionSharesValue% held
Blackrock Inc.24,094,119$13.79B7.64%
Vanguard Capital Management LLC19,013,637$10.88B6.03%
State Street Corporation13,764,359$7.88B4.36%
Bank of America Corporation10,842,148$6.21B3.44%
JPMORGAN CHASE & CO10,437,458$5.98B3.31%
Geode Capital Management, LLC7,651,858$4.38B2.43%
Vanguard Portfolio Management LLC7,668,070$4.39B2.43%
Morgan Stanley7,074,450$4.05B2.24%

Charts (2)

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$DELL chart
2026-10-13 21:49

Insider activity — every transaction, real date, real price

Trade dateFiledNameRoleActionSharesPriceValueStock since
2026-10-062026-10-08SL SPV-2, L.P.DirectorOPTION EXERCISE68,576——-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD511$580.76$297K-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD674$580.21$391K-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD2,572$577.84$1.5M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD2,813$579.63$1.6M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD4,122$578.66$2.4M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD4,495$571.90$2.6M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD4,984$572.50$2.9M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD5,545$576.68$3.2M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD5,651$573.77$3.2M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD7,109$574.66$4.1M-0.3%
2026-10-062026-10-08SL SPV-2, L.P.DirectorSOLD7,847$575.59$4.5M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorOPTION EXERCISE70,397——-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD559$580.76$325K-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD736$580.21$427K-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD2,812$577.84$1.6M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD3,075$579.63$1.8M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD3,600$572.50$2.1M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD4,505$578.66$2.6M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD4,913$571.90$2.8M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD5,448$572.50$3.1M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD6,062$576.68$3.5M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD6,177$573.77$3.5M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD7,771$574.66$4.5M-0.3%
2026-10-062026-10-08Silver Lake Partners IV, L.P.DirectorSOLD8,578$575.59$4.9M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorOPTION EXERCISE38,106——-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD293$580.76$170K-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD386$580.21$224K-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD1,474$577.84$852K-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD1,611$579.63$934K-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD2,361$578.66$1.4M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD2,575$571.90$1.5M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD2,856$572.50$1.6M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD3,177$576.68$1.8M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD3,237$573.77$1.9M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD4,073$574.66$2.3M-0.3%
2026-10-062026-10-08Silver Lake Partners V DE (AIV), L.P.DirectorSOLD4,496$575.59$2.6M-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorOPTION EXERCISE1,036——-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD11$580.76$6K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD15$580.21$9K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD58$577.84$34K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD63$579.63$37K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD92$578.66$53K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD101$571.90$58K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD111$572.50$64K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD124$576.68$72K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD126$573.77$72K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD159$574.66$91K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors IV, L.P.DirectorSOLD175$575.59$101K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorOPTION EXERCISE467——-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD5$580.76$3K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD7$580.21$4K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD26$577.84$15K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD28$579.63$16K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD42$578.66$24K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD45$571.90$26K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD50$572.50$29K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD56$576.68$32K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD57$573.77$33K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD72$574.66$41K-0.3%
2026-10-062026-10-08Silver Lake Technology Investors V, L.P.DirectorSOLD79$575.59$45K-0.3%

Our calls

PostedTweetPrice at postNowSince post
2026-10-09 16:30Todays biggest sells, beyond $ANET, thread: $CBL - Canyon Capital Advisors sold $586.06$572.47-2.3%