Question 1

Does Gotham Asset Management own DELL stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Gotham Asset Management holds 307,070 shares of DELL (Dell Technologies), worth $132.5M.

Question 2

How many shares of DELL does Gotham Asset Management own?

Accepted Answer

As of its Q2 2026 13F, Gotham Asset Management holds 307,070 shares of DELL (Dell Technologies).

Question 3

What is Gotham Asset Management's DELL position worth?

Accepted Answer

As of its Q2 2026 13F, Gotham Asset Management's DELL position is worth $132.5M.

Question 4

Is Gotham Asset Management buying or selling DELL?

Accepted Answer

In Q2 2026, Gotham Asset Management reduced its DELL position by 53,615 shares (-14.9%).

Question 5

When did Gotham Asset Management first buy DELL?

Accepted Answer

Gotham Asset Management first reported DELL in its Q2 2020 13F and has listed it in 23 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	307,070	-14.9%	$132.5M	0.3%	$430.15	0
2026-Q1	Increased	360,685	+16.5%	$59.2M	0.2%	$163.13	41
2025-Q4	Increased	309,662	+21.5%	$39M	0.1%	$124.57	42
2025-Q3	Increased	254,908	+29.9%	$36.1M	0.2%	$139.79	44
2025-Q2	Decreased	196,199	-0.3%	$24.1M	0.1%	$120.40	0
2025-Q1	Increased	196,693	+1.4%	$17.9M	0.1%	$88.94	34
2024-Q4	Increased	193,961	+7.2%	$22.4M	0.2%	$112.00	37
2024-Q3	Increased	180,866	+78.6%	$21.4M	0.2%	$114.80	52
2024-Q2	Decreased	101,292	-0.2%	$14M	0.2%	$133.10	0
2024-Q1	Decreased	101,496	-0.8%	$11.6M	0.2%	$109.70	0
2023-Q4	Decreased	102,340	-4.7%	$7.8M	0.1%	$73.22	0
2023-Q3	Decreased	107,368	-2.8%	$7.4M	0.2%	$65.57	0
2023-Q2	Increased	110,466	+936.1%	$6M	0.1%	$51.14	52
2023-Q1	Decreased	10,662	-89.4%	$428,719	0.0%	$37.68	0
2022-Q4	Increased	100,569	+331.6%	$4M	0.1%	$37.38	52
2022-Q3	Increased	23,304	+160.9%	$796,000	0.0%	$31.46	40
2022-Q2	Decreased	8,931	-71.2%	$413,000	0.0%	$42.21	0
2022-Q1	Decreased	31,002	-6.3%	$1.6M	0.0%	$45.53	0
2021-Q4	New	33,072	-	$1.9M	0.1%	$50.95	36
2021-Q3	Exited	0	-100.0%	$0	0.0%	$47.84	0
2021-Q2	Decreased	6,603	-80.8%	$658,000	0.0%	$45.83	0
2021-Q1	Increased	34,389	+71.9%	$3M	0.1%	$40.53	47
2020-Q4	New	20,008	-	$1.5M	0.0%	$33.70	35
2020-Q3	Exited	0	-100.0%	$0	0.0%	$31.12	0
2020-Q2	New	10,193	-	$560,000	0.0%	$25.26	34

DELL25 quarters

DELL
25 quarters