11.9%Stake · was 12.5%
An amended Schedule 13D: the activist holder's stake changed by at least half a point.
DELL · NYSE · Hardware
An amended Schedule 13D: the activist holder's stake changed by at least half a point.
From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.
An amended Schedule 13D: the activist holder's stake changed by at least half a point.
A Schedule 13D means the holder owns more than 5% and keeps the option to push for changes: board seats, a sale, buybacks. It must be filed within 5 business days.
Institutions reporting a stake, Q2 2026
2,124
+481 vs Q1 2026
Share of stock reported
238M
shares, no single share count to compare with
Change vs Q1 2026
-14.1M shares
593 new positions, 110 positions closed
Reported in 13F filings, which cover managers over $100M and include double counting. A 13F shows holdings on the last day of the quarter, not when shares were bought or sold. Change counts the 2,097 managers that reported both quarters.
Source: SEC Form 13F data sets, every filer, common stock only (options and bonds left out); 62 managers also reported puts and 60 managers calls. Amendments are applied; lines whose value was filed in thousands are scaled, and lines whose shares and value disagree are left out.