QCM
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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
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 $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

Qsemble Capital Management's DY Position: Q1 2026 in Review

Qsemble Capital Management increased its Dycom Industries (DY) stake by 36% in Q1 2026, buying an estimated $199K and bringing the position to 1,983 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #317.

Qsemble Capital Management first reported a position in DY in Q3 2025 and has held it in 3 quarters since. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Qsemble Capital Management held 1,983 shares of Dycom Industries worth $672K as of Q1 2026.
  • Qsemble Capital Management bought 529 Dycom Industries shares in Q1 2026, an estimated $199K.
  • Dycom Industries made up 0.05% of Qsemble Capital Management's portfolio in Q1 2026, its #317 holding.
  • Qsemble Capital Management first reported a position in Dycom Industries in Q3 2025 and has held it in 3 quarters since.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.