Walleye Capital
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Walleye Capital’s Dycom Industries DY Stock Holding History

Walleye Capital’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 		$6.69M Sell
13,229
-45,195
-77% -$19.8M 0.02% 665
2026
Q1 		$19.8M Sell
58,424
-130,117
-69% -$48.9M 0.08% 198
2025
Q4 		$63.7M Buy
188,541
+84,005
+80% +$26.5M 0.2% 36
2025
Q3 		$30.5M Buy
104,536
+103,270
+8,157% +$27.1M 0.11% 135
2025
Q2 		$309K Buy
+1,266
New +$249K ﹤0.01% 3027
2024
Q4 		– Sell
-70
Closed -$13K – 4991
2024
Q3 		$13.8K Sell
70
-33,830
-100% -$6.1M ﹤0.01% 4874
2024
Q2 		$5.72M Buy
33,900
+29,662
+700% +$4.63M 0.01% 1189
2024
Q1 		$608K Sell
4,238
-7,257
-63% -$894K ﹤0.01% 3029
2023
Q4 		$1.32M Buy
+11,495
New +$1.09M ﹤0.01% 2127
2023
Q3 		– Sell
-16,244
Closed -$1.62M – 4981
2023
Q2 		$1.85M Buy
+16,244
New +$1.61M 0.01% 1390
2023
Q1 		– Sell
-32,165
Closed -$2.99M – 4026
2022
Q4 		$3.01M Buy
+32,165
New +$3.24M 0.05% 407
2021
Q1 		– Sell
-3,580
Closed -$270K – 1219
2020
Q4 		$270K Sell
3,580
-5,176
-59% -$357K 0.02% 651
2020
Q3 		$462K Buy
+8,756
New +$424K 0.05% 408

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

Walleye Capital's DY Position: Q2 2026 in Review

Walleye Capital reduced its Dycom Industries (DY) stake by 77% in Q2 2026, selling an estimated $19.8M and leaving 13,229 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #665.

Walleye Capital first reported a position in DY in Q3 2020 and has held it in 13 quarters since. The position peaked at $63.7M in Q4 2025. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Walleye Capital held 13,229 shares of Dycom Industries worth $6.69M as of Q2 2026.
  • Walleye Capital sold 45,195 Dycom Industries shares in Q2 2026, an estimated $19.8M.
  • Dycom Industries made up 0.02% of Walleye Capital's portfolio in Q2 2026, its #665 holding.
  • Walleye Capital first reported a position in Dycom Industries in Q3 2020 and has held it in 13 quarters since.
  • Walleye Capital's Dycom Industries position peaked at $63.7M in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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