Point72 Asset Management
DY icon

Point72 Asset Management’s Dycom Industries DY Stock Holding History

Point72 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
Q1 		$3.08M Buy
9,100
+3,300
+57% +$1.24M ﹤0.01% 2024
2025
Q4 		$1.96M Buy
+5,800
New +$1.83M ﹤0.01% 2488
2017
Q3 		– Sell
-30,000
Closed -$2.69M – 914
2017
Q2 		$2.69M Buy
+30,000
New +$2.91M 0.02% 606

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

Point72 Asset Management's DY Position: Q1 2026 in Review

Point72 Asset Management reduced its Dycom Industries (DY) stake by 49% in Q1 2026, selling an estimated $47.6M and leaving 131,247 shares worth $44.5M. The position accounts for 0.06% of the portfolio, ranked #423.

Point72 Asset Management first reported a position in DY in Q2 2014 and has held it in 23 quarters since. The position peaked at $87.2M in Q4 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Point72 Asset Management held 131,247 shares of Dycom Industries worth $44.5M as of Q1 2026.
  • Point72 Asset Management sold 126,689 Dycom Industries shares in Q1 2026, an estimated $47.6M.
  • Dycom Industries made up 0.06% of Point72 Asset Management's portfolio in Q1 2026, its #423 holding.
  • Point72 Asset Management first reported a position in Dycom Industries in Q2 2014 and has held it in 23 quarters since.
  • Point72 Asset Management's Dycom Industries position peaked at $87.2M in Q4 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.