Fund Update: New $39.9M $DELL stock position opened by AEGON ASSET MANAGEMENT UK PLC

AEGON ASSET MANAGEMENT UK PLC has opened a new $39.9M position in $DELL, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 09-30-2026 report period. You can see the fund’s full portfolio on Quiver Quantitative, and also track the largest institutional owners of $DELL.

$DELL Hedge Fund Activity

We have seen 1,158 institutional investors add shares of $DELL stock to their portfolio, and 960 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JPMORGAN CHASE & CO added 10,437,458 shares (+inf%) to their portfolio in Q2 2026, for an estimated $4,503,345,628
• INVESCO LTD. removed 5,859,255 shares (-65.7%) from their portfolio in Q2 2026, for an estimated $2,528,034,162
• JANE STREET GROUP, LLC removed 3,780,212 shares (-62.0%) from their portfolio in Q2 2026, for an estimated $1,631,010,269
• BANK OF AMERICA CORP /DE/ removed 3,552,687 shares (-24.7%) from their portfolio in Q2 2026, for an estimated $1,532,842,333
• TWO SIGMA INVESTMENTS, LP removed 2,378,034 shares (-78.4%) from their portfolio in Q2 2026, for an estimated $1,026,026,549
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,849,073 shares (+inf%) to their portfolio in Q2 2026, for an estimated $797,801,036
• DEKABANK DEUTSCHE GIROZENTRALE removed 1,727,315 shares (-77.1%) from their portfolio in Q3 2026, for an estimated $929,209,104

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$DELL Insider Trading Activity

$DELL insiders have traded $DELL stock on the open market 2361 times in the past 6 months. Of those trades, 0 have been purchases and 2361 have been sales.

Here’s a breakdown of recent trading of $DELL stock by insiders over the last 6 months:

• LAKE PARTNERS IV, L.P. SILVER has made 0 purchases and 492 sales selling 2,184,573 shares for an estimated $1,015,960,627.
• SPV-2, L.P. SL has made 0 purchases and 459 sales selling 1,921,350 shares for an estimated $888,580,544.
• LAKE PARTNERS V DE (AIV), L.P. SILVER has made 0 purchases and 459 sales selling 991,993 shares for an estimated $462,618,407.
• PETER TRIZZINO (President, Global Sales) sold 37,735 shares for an estimated $21,137,637
• LAKE TECHNOLOGY INVESTORS IV, L.P. SILVER has made 0 purchases and 459 sales selling 38,148 shares for an estimated $17,815,364.
• DAVID W DORMAN has made 0 purchases and 4 sales selling 41,292 shares for an estimated $16,760,156.
• DAVID ALAN KENNEDY (Chief Financial Officer) has made 0 purchases and 2 sales selling 23,896 shares for an estimated $13,979,586.
• RICHARD J ROTHBERG (General Counsel & Secretary) has made 0 purchases and 3 sales selling 30,000 shares for an estimated $13,818,786.
• JENNIFER D. SAAVEDRA (Chief Human Resources Officer) sold 25,251 shares for an estimated $13,130,520
• LYNN VOJVODICH RADAKOVICH has made 0 purchases and 5 sales selling 20,110 shares for an estimated $8,857,081.
• LAKE TECHNOLOGY INVESTORS V, L.P. SILVER has made 0 purchases and 459 sales selling 17,216 shares for an estimated $8,039,660.
• LAKE GROUP, L.L.C. SILVER has made 0 purchases and 14 sales selling 16,679 shares for an estimated $6,611,124.
• JANE TUNNELL (Chief Marketing Officer) sold 5,436 shares for an estimated $2,845,827
• EGON DURBAN sold 1,850 shares for an estimated $1,014,540
• RICHARD TROY SHARP (Chief Accounting Officer) sold 1,300 shares for an estimated $569,959

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$DELL Congressional Stock Trading

Members of Congress have traded $DELL stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $DELL stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$DELL Price Targets

Multiple analysts have issued price targets for $DELL recently. We have seen 14 analysts offer price targets for $DELL in the last 6 months, with a median target of $500.0.

Here are some recent targets:

• Amit Daryanani from Evercore ISI Group set a target price of $500.0 on 07/08/2026
• Erik Woodring from Morgan Stanley set a target price of $477.0 on 06/23/2026
• Vijay Rakesh from Mizuho set a target price of $500.0 on 06/01/2026
• Mark Newman from Bernstein set a target price of $500.0 on 06/01/2026
• Katherine Murphy from Goldman Sachs set a target price of $500.0 on 06/01/2026
• Tim Long from Barclays set a target price of $550.0 on 05/29/2026
• Samik Chatterjee from JP Morgan set a target price of $500.0 on 05/29/2026

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative’s $DELL ticker page for more data.