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Qsemble Capital Management’s Dycom Industries DY Stock Holding History

Qsemble 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
2026
Q2 		$267K Sell
529
-1,454
-73% -$635K 0.03% 345
2026
Q1 		$672K Buy
1,983
+529
+36% +$199K 0.05% 317
2025
Q4 		$491K Sell
1,454
-24
-2% -$7.57K 0.04% 376
2025
Q3 		$431K Buy
+1,478
New +$388K 0.04% 352

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

Qsemble Capital Management's DY Position: Q2 2026 in Review

Qsemble Capital Management reduced its Dycom Industries (DY) stake by 73% in Q2 2026, selling an estimated $635K and leaving 529 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #345.

Qsemble Capital Management first reported a position in DY in Q3 2025 and has held it in 4 quarters since. The position peaked at $672K in Q1 2026. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Qsemble Capital Management held 529 shares of Dycom Industries worth $267K as of Q2 2026.
  • Qsemble Capital Management sold 1,454 Dycom Industries shares in Q2 2026, an estimated $635K.
  • Dycom Industries made up 0.03% of Qsemble Capital Management's portfolio in Q2 2026, its #345 holding.
  • Qsemble Capital Management first reported a position in Dycom Industries in Q3 2025 and has held it in 4 quarters since.
  • Qsemble Capital Management's Dycom Industries position peaked at $672K in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.