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WAVEMAN · COMPANY
DELL · Dell Technologies Inc.
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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DELL

Dell Technologies Inc.
INDUSTRIALS · ELECTRONIC COMPUTERS · CIK 0001571996
CONGRESS · 2FORM 144 · 38☆ WATCH
INSIDER NET · 180D
-$2.2B
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
2
FUNDS ADDED · QTR
1,204
13F, latest reported quarter
REVENUE GROWTH
+18.8%
XBRL, annual
NET MARGIN
5.2%
CONVERSIONS · 180D
128
codes C/M, not in net · $500.3K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$2.2B over 180 days
-$626.7M over 90 days · -$2.1B of it by a 10%+ holder
the lowest in Industrials
CONGRESS
2 members bought in the last year
more than 50% of Industrials
FUNDS
1,204 funds added or opened last quarter
more than 94% of Industrials
REVENUE
+18.8% year over year
more than 75% of Industrials
MARGIN
5.2% net margin
more than 59% of Industrials
BUYBACKS
$1.6B repurchased, FY to 2026-05-01
more than 94% of Industrials
SHORT
2.2 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$2.2B across 21 people in 180 days.
1,204 funds added or opened positions in the latest 13F quarter, of 2,136 holders.
2 members of Congress reported buying it this year.
Federal contracts worth $239.1M were awarded in the last 180 days.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +338.8%
+338.8%12M
-7%+108%+223%+339%2025-092025-102025-122026-032026-052026-072026-09 2025-10-09 · DELL MICHAEL S sold $1.0B2025-09-22 · SLTA IV (GP), L.L.C. sold $30.3M2025-09-22 · Silver Lake Technology Investors V, L.P. sold $30.3M2026-04-16 · Silver Lake Technology Associates V, L.P. sold $27.4M2026-04-16 · SLTA SPV-2 (GP), L.L.C. sold $27.4M2025-09-22 · SLTA IV (GP), L.L.C. sold $26.2M2025-09-22 · Silver Lake Technology Investors V, L.P. sold $26.2M2026-04-15 · Silver Lake Technology Associates V, L.P. sold $25.6M2026-04-15 · Silver Lake Technology Associates IV, L.P. sold $25.6M2026-06-02 · Silver Lake Partners IV, L.P. sold $24.5M2026-04-16 · Silver Lake Technology Associates V, L.P. sold $23.8M2026-04-16 · SLTA SPV-2 (GP), L.L.C. sold $23.8M2026-03-23 · Scannell William F sold $23.6M2025-10-08 · Silver Lake Technology Investors V, L.P. sold $23.5M2025-10-08 · SL SPV-2, L.P. sold $23.5M2026-06-02 · SLTA SPV-2 (GP), L.L.C. sold $22.8M2026-04-15 · Silver Lake Technology Associates V, L.P. sold $22.4M2026-04-15 · Silver Lake Technology Associates IV, L.P. sold $22.4M2025-09-18 · SL SPV-2, L.P. sold $22.2M2025-09-18 · Silver Lake Partners V DE (AIV), L.P. sold $22.2M2025-09-17 · SLTA SPV-2, L.P. sold $21.8M2025-09-17 · Silver Lake Partners V DE (AIV), L.P. sold $21.8M2026-04-15 · CLARKE JEFFREY W sold $21.2M2025-09-15 · Silver Lake Partners IV, L.P. sold $20.7M2025-09-15 · SLTA V (GP), L.L.C. sold $20.7M2026-03-23 · Silver Lake Partners V DE (AIV), L.P. sold $20.5M2026-03-23 · SLTA IV (GP), L.L.C. sold $20.5M2025-10-08 · Silver Lake Technology Investors V, L.P. sold $20.3M2025-10-08 · SL SPV-2, L.P. sold $20.3M2025-09-18 · SL SPV-2, L.P. sold $19.1M2025-09-18 · Silver Lake Partners V DE (AIV), L.P. sold $19.1M2025-09-17 · SLTA SPV-2, L.P. sold $18.9M2025-09-17 · Silver Lake Partners V DE (AIV), L.P. sold $18.9M2025-10-06 · Silver Lake Technology Associates V, L.P. sold $18.4M2025-10-06 · SLTA IV (GP), L.L.C. sold $18.4M2025-09-15 · Silver Lake Partners IV, L.P. sold $17.9M2025-09-15 · SLTA V (GP), L.L.C. sold $17.9M2026-03-23 · Silver Lake Partners V DE (AIV), L.P. sold $17.7M2026-03-23 · SLTA IV (GP), L.L.C. sold $17.7M2026-03-04 · Silver Lake Technology Associates V, L.P. sold $17.7M2026-03-04 · Silver Lake Technology Associates IV, L.P. sold $17.7M2025-10-06 · Silver Lake Technology Associates V, L.P. sold $15.9M2026-09-04 · Silver Lake Partners IV, L.P. filed to sell $28.3M2026-09-04 · Silver Lake Partners V DE (AIV), L.P. filed to sell $14.8M2026-09-04 · SL SPV-2, L.P. filed to sell $25.8M2026-09-04 · Silver Lake Technology Investors IV, L.P. filed to sell $577.8K2026-09-04 · Silver Lake Technology Investors V, L.P. filed to sell $260.3K2026-09-04 · Durban Egon filed to sell $19.4M2026-09-04 · Saavedra Jennifer D. filed to sell $13.1M2026-09-04 · Tunnell Jane filed to sell $2.8M2026-09-03 · Silver Lake Partners IV, L.P. filed to sell $81.9M2026-09-03 · SL SPV-2, L.P. filed to sell $74.6M2026-09-03 · Silver Lake Technology Investors V, L.P. filed to sell $753.6K2026-09-03 · Silver Lake Partners V DE (AIV), L.P. filed to sell $42.9M2026-09-03 · Silver Lake Technology Investors IV, L.P. filed to sell $1.7M2026-09-03 · Michael & Susan Dell Foundation filed to sell $1.2B2026-08-24 · Radakovich Lynn Vojvodich filed to sell $886.1K2026-07-22 · Radakovich Lynn Vojvodich filed to sell $836.6K2026-07-09 · Silver Lake Partners IV, L.P. filed to sell $29.7M2026-07-09 · Silver Lake Partners V DE (AIV), L.P. filed to sell $15.1M2026-07-09 · SL SPV-2, L.P. filed to sell $25.7M2026-07-09 · Silver Lake Technology Investors IV, L.P. filed to sell $575.4K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $2.2B sold by insiders over 180 days, 1,204 funds added last quarter, 2 Congress member(s) bought in 12 months, $1.8B in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
ANETTDGTSLAPANWAXONSTXKTOSCRCTOFLXJOBYFTNTXPEL
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Dell Technologies Inc. insiders sold a net $2.2B of stock across 3,061 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Radakovich Lynn Vojvodich
Director
SELL
2026-08-24
2,022.0
$886.1K
Radakovich Lynn Vojvodich
Director
SELL
2026-07-22
2,022.0
$836.6K
Silver Lake Partners IV, L.P.
Director
SELL
2026-07-09
631.0
$282.8K
Silver Lake Partners IV, L.P.
Director
SELL
2026-07-09
2,473.0
$1.1M
Silver Lake Partners IV, L.P.
Director
SELL
2026-07-09
5,536.0
$2.5M
3,061 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 3,056 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
24,094,119.0 sh
$10.4B
VANGUARD CAPITAL MANAGEMENT LLC
19,013,637.0 sh
$8.2B
STATE STREET CORP
13,764,359.0 sh
$5.9B
BANK OF AMERICA CORP /DE/
10,842,148.0 sh
$4.7B
JPMORGAN CHASE & CO
10,437,458.0 sh
$4.3B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Silver Lake Partners IV, L.P.
FILED 2026-09-04
$28.3M
Silver Lake Partners V DE (AIV), L.P.
FILED 2026-09-04
$14.8M
SL SPV-2, L.P.
FILED 2026-09-04
$25.8M
Silver Lake Technology Investors IV, L.P.
FILED 2026-09-04
$577.8K
Silver Lake Technology Investors V, L.P.
FILED 2026-09-04
$260.3K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
American Customer Satisfaction ETF
$5.7M POSITION · AS OF 2026-03-31
5.7%
COPLEY INVESTMENT FUND
$6.2M POSITION · AS OF 2026-04-30
5.5%
Tortoise AI Infrastructure ETF
$4.0M POSITION · AS OF 2026-02-28
5.0%
Gabelli Global Technology Leaders ETF
$492.4K POSITION · AS OF 2026-03-31
4.9%
Affinity World Leaders Equity ETF
$2.8M POSITION · AS OF 2026-04-30
3.9%
Hennessy Cornerstone Large Growth Fund
$5.0M POSITION · AS OF 2026-04-30
3.6%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Government contracts
USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue
Department Of Veterans Affairs
VA MICROSOFT ENTERPRISE LICENSE AGREEMENT. · 2022-04-01
$1.6B
Department Of Veterans Affairs
MICROSOFT ENTERPRISE AGREEMENT · 2025-04-01
$1.1B
Department Of The Treasury
ENTERPRISE AGREEMENT FOR 92,000 USER SUBSCRIPTIONS OF MICROSOFT BRAND NAME OFFICE 365, WINDOWS 10 EN · 2019-12-15
$139.4M
Department Of Health And Human Services
NIH MS ENTERPRISE LICENSE AGREEMENT · 2024-03-01
$108.4M
Department Of Homeland Security
MICROSOFT ENTERPRISE LICENSES · 2025-03-27
$85.0M
Department Of Homeland Security
ENTERPRISE-WIDE MICROSOFT LICENSING FOR SOFTWARE ASSURANCE AND MAINTENANCE · 2026-05-04
$59.4M
FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY
Executive pay vs shareholder return · Michael S. Dell
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$3.4M
$3.4M
$38.2M
+240%
+156%
2024
$3.1M
$3.1M
$14.2M
+202%
+104%
2023
$3.0M
$3.0M
$10.2M
+148%
+64%
2022
$2.8M
$2.8M
$11.6M
+18%
+11%
2021
$3.5M
$3.5M
$22.5M
+53%
+23%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-012025-012024-022023-08
REVENUE$113.5B$95.6B$88.4B—
GROSS PROFIT$22.7B$21.2B$21.1B—
OPERATING INCOME$8.1B$6.2B$5.4B—
NET INCOME$5.9B$4.6B$3.4B—
EPS (DILUTED)8.686.384.60—
OPERATING CASH FLOW$11.2B$4.5B$8.7B—
CASH$11.5B$3.6B$7.4B$8.4B
LONG-TERM DEBT$23.5B$19.4B$19.0B$20.2B
BUYBACKS$6.0B$2.6B$2.1B—
DIVIDENDS PAID$1.5B$1.3B$1.1B—
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →