Silver Lake Technology Investors V, L.P., together with related investment vehicles, completed sales of Dell Technologies Inc. (NYSE: DELL) Class C common stock totaling $3.97 million on March 18, 2026. The dispositions were carried out in multiple blocks at two distinct price levels, with transactions recorded at $154.17 and $154.78 per share.
The filings detail the specific share lots sold. At a price of $154.17, the following positions were liquidated: 5,979 shares held via SL SPV-2, L.P.; 6,926 shares through Silver Lake Partners IV, L.P.; 3,554 shares via Silver Lake Partners V DE (AIV), L.P.; 132 shares held by Silver Lake Technology Investors IV, L.P.; and 60 shares held by Silver Lake Technology Investors V, L.P.
Additional sales executed at $154.78 included 3,262 shares from SL SPV-2, L.P.; 3,778 shares from Silver Lake Partners IV, L.P.; 1,939 shares from Silver Lake Partners V DE (AIV), L.P.; 72 shares from Silver Lake Technology Investors IV, L.P.; and 33 shares from Silver Lake Technology Investors V, L.P.
Reporting ownership for these transactions is attributed to SLTA V (GP), L.L.C.; Silver Lake Technology Investors V, L.P.; Silver Lake Partners V DE (AIV), L.P.; and Silver Lake Technology Associates V, L.P. The filings note these entities may be deemed directors by deputization of Dell Technologies Inc.
Market context in the filing shows Dell’s share price has climbed roughly 62% over the past year and was trading at $156.76 at the time of reporting, consistent with the company’s $96.4 billion market capitalization cited in the disclosure. The weighted execution prices for the Silver Lake sales fall slightly below that trading level.
The regulatory filing also references valuation commentary from InvestingPro, which concludes Dell remains undervalued relative to its Fair Value and highlights a PEG ratio of 0.46.
Separately, the company has reported a series of product and commercial developments tied to artificial intelligence infrastructure. Dell announced updates to its AI Data Platform, integrating NVIDIA technologies, and introduced the Dell Data Orchestration Engine to improve data management for AI workloads. The company also launched new AI workstation configurations that add support for NVIDIA’s GB300 chip, designed to serve autonomous AI agent development with elevated compute and memory capability. Dell said more than 4,000 customers have adopted the Dell AI Factory, and early adopters have experienced material returns on investment, according to the filing.
Analyst coverage referenced in the filing includes Bernstein SocGen Group’s reiteration of an Outperform rating for Dell. The firm pointed to upside led by AI server revenue, as well as profits and order activity that exceeded expectations. Bernstein SocGen indicated Dell’s reported results outperformed consensus estimates, attributing the beat to growth in AI servers and improved profitability within the Infrastructure Solutions Group.
On shareholder returns, Dell declared a quarterly dividend of $0.63 per common share, payable on May 1 to holders of record as of April 21. That dividend announcement was included among the corporate items noted alongside the insider transaction disclosures.
This filing documents the specific sales by Silver Lake-related entities and situates them amid Dell’s broader business developments and analyst commentary. The report provides share-level detail for each tranching of the sale and reiterates several of Dell’s recent product, customer adoption, and financial performance points.
Context for readers
The transaction record gives precise itemization of ownership vehicles and share counts sold on March 18, 2026, while accompanying company updates highlight AI product launches, customer uptake of the Dell AI Factory, and analyst endorsements that point to strength in AI server demand and Infrastructure Solutions Group profitability.