Dell Technologies Inc. (DELL) stock: price, suppliers, customers and institutional ownership
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.
the bull case· 4
6
customers naming DELL as a supplier in their own filings
sec filingsfrom their filings8
disclosed supplier and customer ties in SEC filings
sec filingsedgar9
of the funds on file reporting a position in DELL
n-portas of Jun 30 '262,139
managers reporting a position in the latest quarterly filings
13fJun 30 '26the bear case· 4
3 of 8
recent reports where the move came in under the options implied range
earnings historyimplied vs realized15 of 22
of the largest reporting managers cut their stake in the latest quarter
13fJun 30 '26−3.62%
change in shares held by the ten largest reporting managers over the latest quarter
13fJun 30 '261.29%
of Clough Global Opportunities Fund's assets the largest fund weight on file
n-portApr 30 '26Sides and captions by the model; every figure is ours. Built Sep 16 '26 for the Dec 8 '26 report. Not a forecast, not advice.
Of the 6 companies Dell Technologies Inc. moves with most closely, none share its SEC classification.
Measured against 499 trading days of our own closes. Co-movement, not cause.
SIC 3571, Electronic Computers, from each company's own filings. Largest first.
DELL (Dell Technologies Inc.) has 2 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for its filing sentence; select again to open the company. Nearer the centre, the more the filings disclose. Extended: satellites hang off single companies, not bundled sectors.
2,139 managers report a position worth $122.3B between them, and 65 of them hold 80% of it.
High 573.79 at 4:45 am ET, low 573.47 at 4:15 am ET.
Dell Technologies Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Electronic Computers
tall tick = annual report · 1 on record