Janus Henderson Group
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Janus Henderson Group’s Dycom Industries DY Stock Holding History

Janus Henderson Group’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
Q1 		$13.6M Buy
40,228
+27,712
+221% +$10.4M 0.01% 684
2025
Q4 		$4.23M Hold
12,516
– – ﹤0.01% 996
2025
Q3 		$3.65M Buy
12,516
+445
+4% +$117K ﹤0.01% 1048
2025
Q2 		$2.95M Sell
12,071
-15,250
-56% -$3M ﹤0.01% 1117
2025
Q1 		$4.2M Buy
27,321
+13,750
+101% +$2.37M ﹤0.01% 941
2024
Q4 		$2.36M Sell
13,571
-27,721
-67% -$5.13M ﹤0.01% 1231
2024
Q3 		$8.13M Buy
41,292
+1,483
+4% +$268K ﹤0.01% 730
2024
Q2 		$6.72M Buy
39,809
+2,974
+8% +$464K ﹤0.01% 745
2024
Q1 		$5.29M Buy
36,835
+23,117
+169% +$2.85M ﹤0.01% 869
2023
Q4 		$1.58M Sell
13,718
-21
-0.2% -$1.99K ﹤0.01% 1365
2023
Q3 		$1.22M Buy
13,739
+1
+0% +$100 ﹤0.01% 1451
2023
Q2 		$1.56M Sell
13,738
-17
-0.1% -$1.68K ﹤0.01% 1367
2023
Q1 		$1.29M Buy
13,755
+8,470
+160% +$787K ﹤0.01% 1485
2022
Q4 		$495K Buy
5,285
+1
+0% +$101 ﹤0.01% 1724
2022
Q3 		$505K Buy
5,284
+5
+0.1% +$523 ﹤0.01% 1941
2022
Q2 		$491K Sell
5,279
-1,184
-18% -$106K ﹤0.01% 1783
2022
Q1 		$615K Buy
6,463
+1
+0% +$92 ﹤0.01% 1761
2021
Q4 		$606K Buy
6,462
+3,245
+101% +$274K ﹤0.01% 1780
2021
Q3 		$229K Buy
+3,217
New +$227K ﹤0.01% 2008
2018
Q2 		– Sell
-2,008
Closed -$216K – 1402
2018
Q1 		$216K Sell
2,008
-596
-23% -$67.7K ﹤0.01% 1336
2017
Q4 		$290K Buy
+2,604
New +$251K ﹤0.01% 1261

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janus Henderson Group's DY Position: Q1 2026 in Review

Janus Henderson Group increased its Dycom Industries (DY) stake by 221% in Q1 2026, buying an estimated $10.4M and bringing the position to 40,228 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #684.

Janus Henderson Group first reported a position in DY in Q4 2017 and has held it in 21 quarters since. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Janus Henderson Group held 40,228 shares of Dycom Industries worth $13.6M as of Q1 2026.
  • Janus Henderson Group bought 27,712 Dycom Industries shares in Q1 2026, an estimated $10.4M.
  • Dycom Industries made up 0.01% of Janus Henderson Group's portfolio in Q1 2026, its #684 holding.
  • Janus Henderson Group first reported a position in Dycom Industries in Q4 2017 and has held it in 21 quarters since.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.