PCM
DY icon

Portolan Capital Management’s Dycom Industries DY Stock Holding History

Portolan Capital 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
2025
Q2 		– Sell
-81,002
Closed -$12.3M – 121
2025
Q1 		$12.3M Buy
81,002
+57,754
+248% +$9.95M 0.94% 38
2024
Q4 		$4.05M Buy
+23,248
New +$4.3M 0.27% 98

Other funds holding DY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Portolan Capital Management's DY Position: Q2 2025 in Review

Portolan Capital Management sold out of Dycom Industries (DY) in Q2 2025, closing a stake of 81,002 shares — an estimated $12.3M sold.

Portolan Capital Management first reported a position in DY in Q4 2024 and held it in 2 quarters. The position peaked at $12.3M in Q1 2025. 405 funds tracked by Wall St. Rank hold DY as of Q2 2025.

  • Portolan Capital Management reported no remaining Dycom Industries position as of Q2 2025 after selling out during the quarter.
  • Portolan Capital Management sold 81,002 Dycom Industries shares in Q2 2025, an estimated $12.3M.
  • Portolan Capital Management first reported a position in Dycom Industries in Q4 2024 and held it in 2 quarters.
  • Portolan Capital Management's Dycom Industries position peaked at $12.3M in Q1 2025.
  • 405 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2025.

Based on Portolan Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.