Numerai’s Dycom Industries DY Stock Holding History

Numerai’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	$3.96M	Sell	7,828 -1,447	-16%	-$632K	0.32%	77
2026 Q1	$3.14M	Buy	9,275 +1,195	+15%	+$449K	0.32%	72
2025 Q4	$2.73M	Buy	8,080 +3,640	+82%	+$1.15M	0.33%	80
2025 Q3	$1.3M	Buy	+4,440	New	+$1.17M	0.18%	168

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Numerai's DY Position: Q2 2026 in Review

Numerai reduced its Dycom Industries (DY) stake by 16% in Q2 2026, selling an estimated $632K and leaving 7,828 shares worth $3.96M. The position accounts for 0.32% of the portfolio, ranked #77.

Numerai first reported a position in DY in Q3 2025 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Numerai held 7,828 shares of Dycom Industries worth $3.96M as of Q2 2026.
Numerai sold 1,447 Dycom Industries shares in Q2 2026, an estimated $632K.
Dycom Industries made up 0.32% of Numerai's portfolio in Q2 2026, its #77 holding.
Numerai first reported a position in Dycom Industries in Q3 2025 and has held it in 4 quarters since.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Numerai's 13F filing for Q2 2026, filed 14 Aug 2026.