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DELL
NYSE Technology

Silver Lake Group Net Acquires $59M in Dell Shares Following Option Exercise and Partial Sale

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Computer Hardware Stocks · Technology
Sentiment info
Positive
Importance info
7
Price
$147.1
Mkt Cap
$97.482B
52W Low
$66.245
52W High
$168.08
52W Position info
122% above low
Off High info
12% below high
Rel. Volume info
1.1× avg
Market data snapshot near publication time

DELL has more than doubled off its 52-week low of $66.245.

Summary

Silver Lake Group, a 10% owner and director, net acquired approximately $59.1 million worth of Dell Technologies shares through option exercises and concurrent open market sales.


Key Events · Ownership and Investor Activity · DELL

  • Significant Option Exercise

    Silver Lake Group and its affiliates exercised options to acquire 683,929 shares of Class C Common Stock, valued at approximately $100.6 million.

  • Concurrent Open Market Sale

    The reporting persons concurrently sold 277,567 shares of Class C Common Stock in the open market, generating approximately $41.5 million in proceeds.

  • Net Share Acquisition

    The combined transactions resulted in a net acquisition of 406,362 shares, representing a net investment of approximately $59.1 million by the insider group.

  • Director and 10% Owner Activity

    This activity comes from Silver Lake Group, a major institutional investor and director on Dell's board, signaling continued confidence in the company.


Analysis · DELL · Technology

Silver Lake Group, a significant 10% owner and director group, executed a substantial net acquisition of Dell Technologies shares. While they sold approximately $41.5 million worth of shares in the open market, this was part of a larger transaction that involved exercising options to acquire shares valued at over $100 million. The net effect is a positive signal, indicating increased conviction from a major institutional investor and director, especially following the company's recent strong financial results and guidance. Investors should view this as a vote of confidence in Dell's future performance.

How filings like this one have moved

In the 30 days to Sep 13, 2026, 29.5% of the 1672 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.22%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, DELL was trading at $147.10 on NYSE in the Technology sector, with a market capitalization of approximately $97.5B. The 52-week trading range was $66.25 to $168.08. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.

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DELL - Latest Insights

DELL
Sep 11, 2026, 6:12 PM EDT
Filing Type: SCHEDULE 13D/A
Importance Score:
7
Price at Filing: $567.25
Real-time Price: $569.84 info
Change: +$2.59 (+0.46%) info
Market Cap: $360.69B info
DELL
Sep 11, 2026, 12:53 PM EDT
Source: Benzinga
Importance Score:
7
Price at Filing: $559.60
Real-time Price: $569.84 info
Change: +$10.24 (+2%) info
Market Cap: $360.69B info
DELL
Sep 10, 2026, 4:39 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $509.30
Real-time Price: $569.84 info
Change: +$60.54 (+12%) info
Market Cap: $360.69B info
DELL
Sep 09, 2026, 6:23 PM EDT
Filing Type: FWP
Importance Score:
7
Price at Filing: $530.60
Real-time Price: $569.84 info
Change: +$39.24 (+7%) info
Market Cap: $360.69B info
DELL
Sep 09, 2026, 2:06 PM EDT
Source: CNBC TV18
Importance Score:
8
Price at Filing: $538.13
Real-time Price: $569.84 info
Change: +$31.71 (+6%) info
Market Cap: $360.69B info