DY
Dycom Industries, Inc. · Industrials · Engineering & Construction
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 134 | +6 | 17.04M | $8.60B | +15 | −9 |
| Q1 2026 | 131 | +3 | 18.55M | $6.27B | +9 | −7 |
| Q4 2025 | 127 | -1 | 19.27M | $6.52B | +2 | −2 |
| Q3 2025 | 20 | 0 | 13.35M | $3.90B | +1 | −2 |
| Q2 2025 | 18 | +2 | 11.56M | $2.82B | +2 | — |
| Q1 2025 | 13 | 0 | 4.25M | $646.71M | +1 | −1 |
| Q4 2024 | 13 | 0 | 4.12M | $716.83M | +1 | −1 |
| Q3 2024 | 12 | -1 | 2.88M | $568.40M | +1 | −2 |
| Q2 2024 | 13 | — | 2.94M | $495.78M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Millennium Management ✦ | 1.48M | +3.2% | $225.68M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | State Street Global Advisors ✦ (passive) | 1.13M | -4.0% | $172.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 673.66K | +2.2% | $102.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 673.66K | +2.2% | $102.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Point72 Asset Management ✦ | 454.44K | +102.6% | $69.23M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 150.44K | +1.1% | $22.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | T. Rowe Price ✦ | 150.44K | +1.1% | $22.92M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 128.14K | +1597.0% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Marshall Wace ✦ | 128.14K | +1597.0% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Marshall Wace ✦ | 128.14K | +1597.0% | $19.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 91.42K | +62.5% | $13.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 91.42K | +62.5% | $13.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 55.41K | +486.9% | $8.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 35.69K | +29.2% | $5.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 18.90K | -28.4% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 18.90K | -28.4% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 18.90K | -28.4% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 18.90K | -28.4% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 18.90K | -28.4% | $2.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Norges Bank ✦ (passive) | 15.57K | -95.1% | $2.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 7.01K | +20.1% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 2.38K | New | $362,569 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $362,569 | 0.0% |
Exited
| Arrowstreet Capital | $3.25M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 511 holders, 28.18M shares, $9.34B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.