Assenagon Asset Management
DY icon

Assenagon Asset Management’s Dycom Industries DY Stock Holding History

Assenagon Asset Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
2,974
+2,324
+358% +$1.02M ﹤0.01% 902
2026
Q1 		$220K Buy
+650
New +$244K ﹤0.01% 1072
2025
Q4 		– Sell
-146,144
Closed -$42.6M – 1184
2025
Q3 		$42.6M Sell
146,144
-26,224
-15% -$6.88M 0.06% 245
2025
Q2 		$42.1M Sell
172,368
-226,858
-57% -$44.6M 0.06% 241
2025
Q1 		$60.8M Buy
399,226
+305,755
+327% +$52.7M 0.1% 180
2024
Q4 		$16.3M Sell
93,471
-8,193
-8% -$1.52M 0.03% 391
2024
Q3 		$20M Sell
101,664
-57,324
-36% -$10.3M 0.04% 346
2024
Q2 		$26.8M Buy
158,988
+152,509
+2,354% +$23.8M 0.06% 239
2024
Q1 		$930K Sell
6,479
-3,784
-37% -$466K ﹤0.01% 1075
2023
Q4 		$1.18M Sell
10,263
-107,601
-91% -$10.2M ﹤0.01% 1059
2023
Q3 		$10.5M Buy
117,864
+104,640
+791% +$10.4M 0.03% 373
2023
Q2 		$1.5M Sell
13,224
-103,407
-89% -$10.2M 0.01% 863
2023
Q1 		$10.9M Buy
116,631
+41,443
+55% +$3.85M 0.04% 364
2022
Q4 		$7.04M Sell
75,188
-133,757
-64% -$13.5M 0.03% 460
2022
Q3 		$20M Buy
208,945
+183,906
+734% +$19.2M 0.08% 245
2022
Q2 		$2.33M Sell
25,039
-18,307
-42% -$1.63M 0.01% 780
2022
Q1 		$4.13M Buy
+43,346
New +$3.97M 0.01% 583
2021
Q1 		– Sell
-14,253
Closed -$1.08M – 1222
2020
Q4 		$1.08M Buy
+14,253
New +$983K ﹤0.01% 730
2018
Q4 		– Sell
-19,698
Closed -$1.67M – 1035
2018
Q3 		$1.67M Buy
+19,698
New +$1.7M 0.02% 555
2018
Q1 		– Sell
-6,526
Closed -$727K – 600
2017
Q4 		$727K Buy
+6,526
New +$630K 0.01% 575

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Assenagon Asset Management's DY Position: Q2 2026 in Review

Assenagon Asset Management increased its Dycom Industries (DY) stake by 358% in Q2 2026, buying an estimated $1.02M and bringing the position to 2,974 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Assenagon Asset Management first reported a position in DY in Q4 2017 and has held it in 20 quarters since. The position peaked at $60.8M in Q1 2025. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Assenagon Asset Management held 2,974 shares of Dycom Industries worth $1.5M as of Q2 2026.
  • Assenagon Asset Management bought 2,324 Dycom Industries shares in Q2 2026, an estimated $1.02M.
  • Dycom Industries made up ﹤0.01% of Assenagon Asset Management's portfolio in Q2 2026, its #902 holding.
  • Assenagon Asset Management first reported a position in Dycom Industries in Q4 2017 and has held it in 20 quarters since.
  • Assenagon Asset Management's Dycom Industries position peaked at $60.8M in Q1 2025.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.