Dycom Industries Inc: which funds bought and sold

Institutions that bought and sold Dycom Industries shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 335 institutions that filed 13F reports for both quarters added to or opened positions in Dycom Industries, and 258 cut or closed them. Together they sold a net 795K shares, −2.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 302K shares (−5.5%); index fund managers were net sellers of 1.4M shares (−14.6%). 150 opened a new position and 49 sold out entirely.

Bought, Q2 2026 335 institutions, 150 of them new holders Sold, Q2 2026 258 institutions, 49 of them sold out

Net change, all compared −795K shares (−2.8%)

Net change, active managers −302K shares (−5.5%), 30 bought, 41 sold

Buyers versus sellers

institutions compared, 658

335 bought 65 258 sold

Active managers and hedge funds 30 bought · 41 sold · −302K

Index fund managers 3 bought · 9 sold · −1.4M

Other institutions 302 bought · 208 sold · +895K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Peconic Partners LLC	+330K +8.0%	4.4M	$2.2B
Jane Street Group, LLC	+223K +13588.3%	225K	$114M
Los Angeles Capital Management LLC Active manager	+164K +32426.3%	165K	$83.2M
Fuller & Thaler Asset Management, Inc.	+156K New position	156K	$78.7M
Westfield Capital Management Co LP Active manager	+142K New position	142K	$71.8M
Raymond James Financial Inc	+133K +53.0%	385K	$195M
First Trust Advisors LP	+110K +13.8%	909K	$459M
Squarepoint Ops LLC Hedge fund	+108K +244.5%	153K	$77.2M
LMR Partners LLP Hedge fund	+94K New position	94K	$47.3M
HRT Financial LP	+89K New position	89K	$45M
Bank Of America Corp	+89K +19.9%	534K	$270M
Cartenna Capital, LP	+80K New position	80K	$40.4M
Citadel Advisors LLC Hedge fund	+79K +105.9%	154K	$77.9M
Susquehanna International Group, LLP	+75K +297.6%	101K	$50.8M
Shellback Capital, LP	+73K New position	73K	$36.7M
Jain Global LLC Hedge fund	+65K +2250.9%	68K	$34.4M
Vanguard Capital Management LLC Index funds	+63K +4.9%	1.4M	$684M
UBS Group AG	+57K +34.7%	220K	$111M
Natixis	+51K +2794.8%	53K	$26.8M
Point72 Asset Management, L.P. Hedge fund	+47K +36.1%	179K	$90.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Los Angeles Capital Management LLC Active manager	+164K +32426.3%	165K	$83.2M
Westfield Capital Management Co LP Active manager	+142K New position	142K	$71.8M
Squarepoint Ops LLC Hedge fund	+108K +244.5%	153K	$77.2M
LMR Partners LLP Hedge fund	+94K New position	94K	$47.3M
Citadel Advisors LLC Hedge fund	+79K +105.9%	154K	$77.9M
Jain Global LLC Hedge fund	+65K +2250.9%	68K	$34.4M
Point72 Asset Management, L.P. Hedge fund	+47K +36.1%	179K	$90.3M
Marshall Wace, LLP Hedge fund	+43K New position	43K	$22M
Shannon River Fund Management LLC Hedge fund	+39K New position	39K	$20M
Exoduspoint Capital Management, LP Hedge fund	+39K +180.6%	61K	$30.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−870K −22.5%	3.0M	$1.5B
Price T Rowe Associates Inc Active manager	−303K −81.1%	71K	$35.8M
Millennium Management LLC Hedge fund	−212K −26.3%	594K	$300M
Franklin Resources Inc Active manager	−180K −94.8%	9,869	$5M
Geode Capital Management, LLC Index funds	−170K −20.4%	661K	$334M
State Street Corp Index funds	−141K −13.1%	936K	$473M
Nuveen, LLC	−134K −63.9%	76K	$38.2M
Northern Trust Corp Index funds	−110K −30.1%	257K	$130M
Goldman Sachs Group Inc	−107K −33.9%	208K	$105M
Jpmorgan Chase & Co	−101K −31.6%	219K	$112M
Freestone Grove Partners LP Hedge fund	−99K −60.5%	65K	$32.7M
Nordea Investment Management AB	−97K −20.3%	381K	$194M
Dimensional Fund Advisors LP	−97K −16.8%	479K	$242M
Ameriprise Financial Inc	−92K −55.9%	73K	$36.8M
Troluce Capital Advisors LLC	−90K Sold out	0	—
Alyeska Investment Group, L.P. Hedge fund	−74K −20.8%	280K	$142M
Charles Schwab Investment Management Inc Index funds	−72K −17.3%	347K	$175M
Voya Investment Management LLC	−66K −19.5%	274K	$138M
Vanguard Portfolio Management LLC Index funds	−59K −4.4%	1.3M	$646M
Walleye Capital LLC Hedge fund	−45K −77.4%	13K	$6.7M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	−303K −81.1%	71K	$35.8M
Millennium Management LLC Hedge fund	−212K −26.3%	594K	$300M
Franklin Resources Inc Active manager	−180K −94.8%	9,869	$5M
Freestone Grove Partners LP Hedge fund	−99K −60.5%	65K	$32.7M
Alyeska Investment Group, L.P. Hedge fund	−74K −20.8%	280K	$142M
Walleye Capital LLC Hedge fund	−45K −77.4%	13K	$6.7M
Penn Capital Management Company, LLC Active manager	−45K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−43K −70.6%	18K	$9M
Rokos Capital Management LLP Hedge fund	−38K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−31K −62.2%	19K	$9.6M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Fuller & Thaler Asset Management, Inc.	156K	$78.7M
Westfield Capital Management Co LPActive manager	142K	$71.8M
LMR Partners LLPHedge fund	94K	$47.3M
HRT Financial LP	89K	$45M
Cartenna Capital, LP	80K	$40.4M
Shellback Capital, LP	73K	$36.7M
Marshall Wace, LLPHedge fund	43K	$22M
Shannon River Fund Management LLCHedge fund	39K	$20M
Catalyst Funds Management Pty Ltd	25K	$12.8M
Mirae Asset Global Investments Co., Ltd.	25K	$12.8M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Troluce Capital Advisors LLC	90K	$30.5M
Kr Capital LP	45K	$15.2M
Penn Capital Management Company, LLCActive manager	45K	$15.1M
M&G PLC	39K	$13.3M
Rokos Capital Management LLPHedge fund	38K	$12.9M
Jacobs Levy Equity Management, IncActive manager	16K	$5.5M
Soros Fund Management LLCHedge fund	8,198	$2.8M
Sentinel Dome Partners, LLC	6,500	$2.2M
OP Asset Management Ltd	4,629	$1.6M
Entropy Technologies, LP	4,379	$1.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 618
Ten largest holders: 53.9%
Index fund managers: 28.9%
Active managers and hedge funds: 18.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	30	41	12	9	−302K	−5.5%
Index fund managers	3	9	1	0	−1.4M	−14.6%
Other institutions	302	208	137	40	+895K	+6.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Dycom Industries.

Only managers that filed a holdings report for both quarters are compared (658 here). 18 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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