$DELL is held by 28 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.48%, with an average of 0.24% of portfolio. Largest holder: Kieckhefer Group LLC at 2.48%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
DELL TECHNOLOGIES -C
13F holders
1,619
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,619 · Source: 13F-HR01
Banyan Capital Management, Inc.
—
—
02
Deutsche Bank AG
—
—
03
Brightline Capital Management, LLC
—
—
04
Solus Alternative Asset Management LP
—
—
05
State Street
—
—
06
Axa S.a.
—
—
07
State Farm Mutual Automobile Insurance Co.
—
—
08
ProShare Advisors LLC
—
—
09
Investment Partners, Ltd.
—
—
10
US Bancorp De
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
28 holders · Q1 202601
Kieckhefer Group LLC
2.48% ↑ +0.5pp
α +13.5pts
02
Capital Markets Trading UK LLP
0.79% ↓ 0.5pp
α +19.5pts
03
Stamos Capital Partners, L.P.
0.58% NEW
α +10.2pts
04
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.58% NEW
α +13.4pts
05
WINTON GROUP Ltd
0.55% NEW
α +27.0pts
06
ACR Alpine Capital Research, LLC
0.29% NEW
α +26.8pts
07
Eventide Asset Management, LLC
0.26% NEW
α +22.5pts
08
Beverly Hills Private Wealth, LLC
0.25% NEW
α +10.4pts
09
Voloridge Investment Management, LLC
0.24% NEW
α +15.5pts
10
Fulton Bank, N.a.
0.11% NEW
α +23.8pts
11
Courier Capital LLC
0.11% NEW
α +14.9pts
12
Independent Solutions Wealth Management, LLC
0.10% NEW
α +19.1pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% held
α +27.5pts
14
JTC Employer Solutions Trustee Ltd
0.05% held
α +22.6pts
15
Citigroup Inc.
0.04% held
α +26.3pts
16
Costello Asset Management, INC
0.04% held
α +14.3pts
17
Wellington Management Group LLP
0.03% held
α +10.5pts
18
Svb Wealth LLC
0.03% held
α +29.6pts
19
Venture Visionary Partners LLC
0.01% held
α +10.3pts
20
Principal Securities, Inc.
0.01% held
α +21.3pts
21
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
22
Banco Santander, S.A.
0.01% held
α +12.6pts
23
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
24
Quarry LP
0.01% held
α +10.6pts
25
Erste Asset Management GmbH
0.01% held
α +33.4pts
26
Corsicana & Co.
0.01% held
α +20.0pts
27
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
28
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
31 transactions · 10 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
19 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $DELL lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $DELL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:22 UTC.