Dycom Industries, Inc.· DY

🇺🇸 US · MidSP400NYSE

Industrials Engineering & Construction Website

Price: $291.55
Day: -0.09%
Mkt Cap: $8.76B
52W Range: $266.84 – $566.47
Volume: 551.7K
Beta: 1.49

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.5 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 647 institutions hold; 343 added, 213 reduced
Insiders Q3 2026: 2 purchases ($453.1K), no sales

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Dycom Industries, Inc.

DY|Industrials|Engineering & Construction

Current price: $292

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

—

buy-only quarter

Seller breadth · Q3 2026

0 sellers

vs 1.0 avg per quarter

Institutional net breadth · Q2 2026

+234

503 adding vs 269 reducing

Institutional ownership · Q2 2026

94.5%

647 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

PECONIC PARTNERS LLC

4.4M

+7.6%

BLACKROCK, INC.

3.0M

-22.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

+4.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3M

-4.8%

HILL CITY CAPITAL, LP

1.0M

flat

HILL CITY CAPITAL, LP

1.0M

-0.4%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

115

89 buying115 unchanged88 selling

292 funds held DY in Q2 2026, holding 12.5M shares between them, down 4.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST205.2K sh

GLENMEDE FUND INC38.5K sh

NATIONWIDE MUTUAL FUNDS16.4K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jan 9

Gertel Eitan

$1.3M

Sale · Jan 10

Pruitt Peter T Jr

$507.7K

Purchase · Sep 9

Peyovich Daniel S

$252.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore DY on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

DY Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.5/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+13

Institutional Flow

50% weight

+42

Fund Flow

10% weight

Overall Smart Money sentiment of 3.5/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for DY

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Light insider buying in Q3 2026

Meaningful: 2 purchases totaling $453.1K (1.6K shares)

Limited history to compare against

Buying is rare, only seen in 0 of 15 quarters

—

Selling pace

buy-only quarter

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

in Q3 2026

$453.1K

Insider buying

2 buyers in Q3 2026

Notable Recent Transactions, DY

Top 5 highest-value insider trades from the last 8 quarters

Gertel Eitan

Director

Sell

3,645 shares at $345.62

≈18.6% of their stake at the time

Jan 9, 2026$1.26M

Pruitt Peter T Jr

Director

Sell

2,900 shares at $175.08

≈16.6% of their stake at the time

Jan 10, 2025$507.73K

Peyovich Daniel S

CEO

Buy

850 shares at $296.76

≈1.4% of their stake after buying

Sep 9, 2026$252.25K

Fallon David Joseph

Director

Buy

700 shares at $286.92

≈67.1% of their stake after buying

Sep 1, 2026$200.84K

Fritzsche Jennifer M

Director

Sell

430 shares at $173.11

≈4.6% of their stake at the time

Dec 18, 2024$74.44K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for DY

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

94.5% institutional ownership

Moderate accumulation: 503 adding vs 269 reducing

13F share count essentially flat

+234

Net breadth

503 adding vs 269 reducing

Accumulating

1.87

Add / reduce ratio

in Q2 2026

+104

New − closed

160 initiated, 56 exited

3 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+503 growing-269 shrinkingNet: +234

160

343

213

New (160)

Increased (343)

Reduced (213)

Closed (56)

Top Institutional Holders, DY

Largest 8 institutional positions by ownership percentage as of Q2 2026

PECONIC PARTNERS LLC

4.4M

$2.2B

Ownership

14.77%

+7.6%

BLACKROCK, INC.

3.0M

$1.5B

Ownership

9.95%

-22.8%

VANGUARD CAPITAL MANAGEMENT LLC

1.4M

$684.1M

Ownership

4.50%

+4.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3M

$646.1M

Ownership

4.25%

-4.8%

HILL CITY CAPITAL, LP

1.0M

$510.5M

Ownership

3.37%

No change

HILL CITY CAPITAL, LP

1.0M

$510.5M

Ownership

3.36%

-0.4%

FMR LLC

936.4K

$473.4M

Ownership

3.11%

-2.8%

STATE STREET CORP

935.7K

$473.1M

Ownership

3.11%

-13.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 292 ETFs and mutual funds reporting

89 buying88 sellingNet: +1

115

Buying (89)

Unchanged (115)

Selling (88)

In total, funds bought 1.1M shares and sold 1.7M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

292 ETFs and mutual funds reporting

89 buying vs 88 selling (balanced)

Top Fund Holders, DY

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

205.2K

Weight

1.02%

Jul 31, 2026No change

GLENMEDE FUND INC

38.5K

Weight

2.35%

Jul 31, 2026Decreased

NATIONWIDE MUTUAL FUNDS

16.4K

Weight

0.00%

Jul 31, 2026Increased

Series Portfolios Trust

4.1K

Weight

2.63%

Jul 31, 2026No change

BERNSTEIN SANFORD C FUND INC

2.9K

Weight

0.00%

Jun 30, 2026No change

LoCorr Investment Trust

2.9K

Weight

0.01%

Jun 30, 2026No change

Columbia Funds Variable Series Trust II

2.8K

Weight

0.00%

Jun 30, 2026Decreased

Nuveen S&P 500 Dynamic Overwrite Fund

2.7K

Weight

0.32%

Jun 30, 2026Increased

Dycom Industries, Inc.· DY

Holdings Analysis

Insider Trading Activity

1.3Transaction History37Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History37Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights