Gotham Asset Management Boosts Dell Technologies Stake

Investment firm increases holdings in tech company by nearly 30%

Mar. 16, 2026 at 10:39am

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Gotham Asset Management LLC, a Wisconsin-based investment firm, has increased its stake in Dell Technologies Inc. (NYSE: DELL) by 29.9% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The fund now owns 254,908 shares of the technology company's stock, valued at $36.1 million.

Why it matters

Dell Technologies is a major player in the technology industry, providing a wide range of products and services to organizations of all sizes. Gotham Asset Management's increased investment in the company suggests the firm sees potential for growth and strong returns in the future.

The details

According to the 13F filing, Gotham Asset Management bought an additional 58,709 shares of Dell Technologies during the third quarter, bringing its total holdings to 254,908 shares. The investment firm cited Dell's diversified product portfolio and strong market position as factors contributing to its decision to increase its stake in the company.

  • Gotham Asset Management filed its 13F report for the third quarter on March 16, 2026.

The players

Gotham Asset Management LLC

A Wisconsin-based investment firm that manages a variety of hedge funds and other investment products.

Dell Technologies Inc.

A multinational technology company that designs, manufactures, and sells a broad range of information technology products, solutions, and services.

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The takeaway

Gotham Asset Management's increased investment in Dell Technologies suggests the firm sees long-term growth potential in the technology company. This move highlights the continued interest from institutional investors in Dell's diverse product offerings and market leadership.