DYCOM INDS INC DY
COM · Common Stock · CUSIP 267475101 · ISIN US2674751019
- SectorIndustrials
- IndustryWater, Sewer, Pipeline, Comm & Power Line Construction
- HeadquartersWest Palm Beach, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38.3m this quarter). Holder counts are more reliable. Shares outstanding: 30.0m as of 2026-05-26, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $504.97. Options: 14 managers hold calls ($136.9m notional), 15 hold puts ($230.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 277 |
| Q4 2022 | 257 |
| Q1 2023 | 270 |
| Q2 2023 | 259 |
| Q3 2023 | 245 |
| Q4 2023 | 274 |
| Q1 2024 | 293 |
| Q2 2024 | 325 |
| Q3 2024 | 354 |
| Q4 2024 | 347 |
| Q1 2025 | 348 |
| Q2 2025 | 406 |
| Q3 2025 | 414 |
| Q4 2025 | 497 |
| Q1 2026 | 518 |
| Q2 2026 | 620 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 163 | 167 |
| Q4 2024 | 154 | 176 |
| Q1 2025 | 158 | 184 |
| Q2 2025 | 204 | 176 |
| Q3 2025 | 216 | 190 |
| Q4 2025 | 257 | 193 |
| Q1 2026 | 290 | 213 |
| Q2 2026 | 336 | 259 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $68.4m | $8.6m | 0.13 |
| Q4 2025 | $66.6m | $27.8m | 0.42 |
| Q1 2026 | $58.1m | $40.7m | 0.70 |
| Q2 2026 | $136.9m | $230.7m | 1.69 |
Biggest buyers
| PECONIC PARTNERS LLC | Added | +330.0k |
| JANE STREET GROUP, LLC | Added | +223.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +164.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +155.7k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | New | +142.0k |
| RAYMOND JAMES FINANCIAL INC | Added | +133.3k |
| FIRST TRUST ADVISORS LP | Added | +109.9k |
| Squarepoint Ops LLC | Added | +108.3k |
| LMR Partners LLP | New | +93.6k |
| HRT FINANCIAL LP | New | +89.0k |
Biggest sellers
| BlackRock, Inc. | Reduced | -870.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -303.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -212.1k |
| FRANKLIN RESOURCES INC | Reduced | -180.1k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -169.7k |
| STATE STREET CORP | Reduced | -140.7k |
| Nuveen, LLC | Reduced | -133.8k |
| NORTHERN TRUST CORP | Reduced | -110.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -106.7k |
| JPMORGAN CHASE & CO | Reduced | -101.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $41.5m82.0k shares |
| JANE STREET GROUP, LLC | Added | $34.7m68.7k shares |
| CITADEL ADVISORS LLC | Added | $24.0m47.5k shares |
| IMC-Chicago, LLC | Added | $14.4m28.4k shares |
| Walleye Trading LLC | Added | $6.8m13.4k shares |
| BARCLAYS PLC | New | $5.8m11.5k shares |
| Point72 Asset Management, L.P. | Reduced | $3.1m6.1k shares |
| WELLS FARGO & COMPANY/MN | New | $3.0m6.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.2m4.3k shares |
| TWO SIGMA INVESTMENTS, LP | New | $353.9k700 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $82.3m162.8k shares |
| JANE STREET GROUP, LLC | Added | $54.2m107.3k shares |
| IMC-Chicago, LLC | Added | $43.1m85.2k shares |
| CITADEL ADVISORS LLC | Added | $32.3m63.9k shares |
| BARCLAYS PLC | New | $5.8m11.5k shares |
| Point72 Asset Management, L.P. | Reduced | $4.1m8.2k shares |
| WELLS FARGO & COMPANY/MN | New | $3.0m6.0k shares |
| Walleye Trading LLC | Added | $2.0m4.0k shares |
| Parallax Volatility Advisers, L.P. | New | $808.9k1.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $707.8k1.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -2.0 pts · filed 2026-07-28 | 9.1% |
| MILLENNIUM MANAGEMENT LLC 13G · passive investor +1.6 pts · filed 2026-10-07 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $74.4k | — |
| Q1 2025 | 0 | — | 1 | $507.7k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $1.3m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 3 | $551.3k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-23 | Sabater Carmen M Director | Bought | $98.2k350 shares |
| 2026-09-09 | Peyovich Daniel S President & CEO | Bought | $252.2k850 shares |
| 2026-09-01 | Fallon David Joseph Director | Bought | $200.8k700 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| PECONIC PARTNERS LLC 29.87% of their portfolio | 4.4m $2.2bn | Added +330.0k |
| BlackRock, Inc. 0.02% of their portfolio | 3.0m $1.5bn | Reduced -870.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.4m $684.1m | Added +63.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 1.3m $646.1m | Reduced -59.3k |
| Hill City Capital, LP 11.92% of their portfolio | 1.0m $510.5m | Unchanged |
| FMR LLC 0.02% of their portfolio | 936.4k $473.4m | Reduced -23.4k |
| STATE STREET CORP 0.01% of their portfolio | 935.7k $473.1m | Reduced -140.7k |
| FIRST TRUST ADVISORS LP 0.27% of their portfolio | 908.6k $459.4m | Added +109.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 660.7k $334.1m | Reduced -169.7k |
| MILLENNIUM MANAGEMENT LLC 0.20% of their portfolio | 593.7k $300.2m | Reduced -212.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 534.4k $270.2m | Added +88.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 478.6k $242.0m | Reduced -96.7k |
| Invesco Ltd. 0.02% of their portfolio | 412.0k $208.3m | Added +33.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 409.1k $206.9m | Added +12.9k |
| RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio | 384.7k $194.5m | Added +133.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.16% of their portfolio | 380.6k $194.2m | Reduced -97.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 346.9k $175.4m | Reduced -72.5k |
| MORGAN STANLEY 0.01% of their portfolio | 340.4k $172.1m | Reduced -7.0k |
| NORGES BANK 0.01% of their portfolio | 283.1k $143.1m | Not comparable |
| Alyeska Investment Group, L.P. 0.36% of their portfolio | 280.5k $141.8m | Reduced -73.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 273.5k $138.3m | Reduced -66.2k |
| REAVES W H & CO INC 2.02% of their portfolio | 263.3k $133.1m | Added +15.1k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 256.6k $129.8m | Reduced -110.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 233.7k $118.1m | Reduced -44.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.14% of their portfolio | 231.3k $116.9m | Added +4.6k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 225.0k $113.8m | Added +223.4k |
| UBS Group AG 0.02% of their portfolio | 219.7k $111.1m | Added +56.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 218.8k $111.6m | Reduced -101.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 208.1k $105.2m | Reduced -106.7k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 191.7k $96.9m | Reduced -14.8k |
| Point72 Asset Management, L.P. 0.14% of their portfolio | 178.6k $90.3m | Added +47.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 178.4k $90.2m | Reduced -22.3k |
| Driehaus Capital Management LLC 0.51% of their portfolio | 172.5k $87.2m | Added +35.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 164.6k $83.2m | Added +164.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.21% of their portfolio | 155.7k $78.7m | New |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 154.0k $77.9m | Added +79.2k |
| Squarepoint Ops LLC 0.15% of their portfolio | 152.6k $77.2m | Added +108.3k |
| HENNESSY ADVISORS INC 2.32% of their portfolio | 143.6k $72.6m | Unchanged |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.23% of their portfolio | 142.0k $71.8m | New |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 4.18% of their portfolio | 120.6k $61.0m | Reduced -13.2k |
| Bornite Capital Management LP 6.76% of their portfolio | 106.3k $53.7m | Added +1.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 100.5k $50.8m | Added +75.2k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.08% of their portfolio | 99.2k $50.1m | Added +17.9k |
| LMR Partners LLP 0.35% of their portfolio | 93.6k $47.3m | New |
| HRT FINANCIAL LP 0.11% of their portfolio | 89.0k $45.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 87.0k $44.0m | Added +23.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 84.0k $42.5m | Added +11.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 81.3k $41.1m | Reduced -10.1k |
| Cartenna Capital, LP 1.50% of their portfolio | 80.0k $40.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 77.3k $39.1m | Reduced -30.8k |
| Nuveen, LLC 0.01% of their portfolio | 75.5k $38.2m | Reduced -133.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 73.1k $37.0m | Reduced -4.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 72.8k $36.8m | Reduced -92.4k |
| Shellback Capital, LP 3.22% of their portfolio | 72.7k $36.7m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 70.8k $35.8m | Reduced -303.2k |
| Jain Global LLC 0.41% of their portfolio | 68.1k $34.4m | Added +65.2k |
| Freestone Grove Partners LP 0.21% of their portfolio | 64.7k $32.7m | Reduced -99.0k |
| ExodusPoint Capital Management, LP 0.29% of their portfolio | 61.0k $30.8m | Added +39.3k |
| Swiss National Bank 0.02% of their portfolio | 60.2k $30.4m | Added +960 |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 56.1k $28.4m | Added +24.7k |
| 12th Street Asset Management Company, LLC 3.97% of their portfolio | 55.1k $27.9m | Reduced -13.4k |
| NATIXIS 0.13% of their portfolio | 53.1k $26.8m | Added +51.2k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1.18% of their portfolio | 52.0k $26.3m | Added +16.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 50.2k $25.4m | Added +1.6k |
| PINNACLE ASSOCIATES LTD 0.28% of their portfolio | 50.1k $25.3m | Reduced -1.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.05% of their portfolio | 49.5k $25.0m | Added +36.7k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 49.1k $24.8m | Added +14.9k |
| Tidal Investments LLC 0.06% of their portfolio | 48.1k $24.3m | Added +9.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 47.3k $23.9m | Reduced -2.0k |
| GLENMEDE TRUST CO NA 0.10% of their portfolio | 43.5k $22.0m | Reduced -2.2k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 43.5k $22.0m | New |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 5.77% of their portfolio | 41.5k $21.0m | Added +19.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 40.9k $20.7m | Added +4.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 40.3k $20.4m | Reduced -1.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 39.9k $13.5m | Reduced -23.8k |
| Legal & General Group Plc 0.00% of their portfolio | 39.8k $20.1m | Reduced -2.5k |
| Jupiter Topco LLC 0.01% of their portfolio | 39.5k $20.0m | First filing |
| Shannon River Fund Management LLC 1.78% of their portfolio | 39.5k $20.0m | New |
| Applied Fundamental Research, LLC 22.68% of their portfolio | 37.9k $19.2m | Added +3.0k |
| Impax Asset Management Group plc 0.12% of their portfolio | 37.7k $19.1m | Added +7.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 36.6k $18.5m | Reduced -3.1k |
| STRS OHIO 0.07% of their portfolio | 35.4k $17.9m | Added +22.3k |
| Dana Investment Advisors, Inc. 0.46% of their portfolio | 34.9k $17.6m | Reduced -5.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 34.8k $17.6m | Added +967 |
| LPL Financial LLC 0.00% of their portfolio | 33.2k $16.8m | Added +1.9k |
| First Washington CORP 4.06% of their portfolio | 33.0k $16.7m | Reduced -382 |
| Advisors Asset Management, Inc. 0.25% of their portfolio | 31.9k $16.2m | Added +1.4k |
| Retirement Systems of Alabama 0.05% of their portfolio | 31.0k $15.7m | Reduced -5.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 29.7k $15.0m | Reduced -5.0k |
| Jump Financial, LLC 0.13% of their portfolio | 29.1k $14.7m | Added +25.5k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 28.9k $14.6m | Added +2.4k |
| Hillsdale Investment Management Inc. 0.33% of their portfolio | 28.3k $14.3m | Added +2.3k |
| TORTOISE CAPITAL ADVISORS, L.L.C. 0.14% of their portfolio | 28.2k $14.2m | Added +15.4k |
| Callahan Advisors, LLC 1.07% of their portfolio | 28.1k $14.2m | Reduced -4 |
| Weiss Asset Management LP 0.16% of their portfolio | 28.0k $14.2m | Not comparable |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 27.5k $13.9m | Added +1.7k |
| Aristotle Capital Boston, LLC 0.93% of their portfolio | 27.4k $13.8m | Reduced -5.6k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.45% of their portfolio | 27.2k $13.8m | Reduced -1.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 27.2k $13.8m | Added +5.6k |
| Creative Planning 0.01% of their portfolio | 26.3k $13.3m | Added +5.2k |