Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership51,177 shares
Latest Disclosed Value $ 17,292,679
Sei Investments Co reports 4.32% decrease in ownership of DY / Dycom Industries, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 51,177 shares of Dycom Industries, Inc. (US:DY) valued at $17,292,708 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 53,486 shares of Dycom Industries, Inc.. This represents a change in shares of -4.32% during the quarter. The current value of the position is $24,775,297 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 51,177 -2,309 -4.32 17,293 10.81 0.0171
2025-11-13 2025-09-30 13F DYCOM INDS COM 267475101 53,486 -27,844 -34.24 15,605 -21.49 0.0168
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 81,330 10,374 14.62 19,876 83.88 0.0230
2025-05-14 2025-03-31 13F/A-1 DYCOM INDS COM 267475101 70,956 -5,687 -7.42 10,809 -18.97 0.0139
2025-05-13 2025-03-31 13F DYCOM INDS COM 267475101 73,211 -3,432 12,736 0.0139
2025-02-11 2024-12-31 13F DYCOM INDS COM 267475101 76,643 -9,097 -10.61 13,340 -21.06 0.0171
2024-11-12 2024-09-30 13F DYCOM INDS COM 267475101 85,740 -15,037 -14.92 16,899 -0.64 0.0219
2024-08-13 2024-06-30 13F DYCOM INDS COM 267475101 100,777 -19,922 -16.51 17,007 -1.82 0.0241
2024-05-07 2024-03-31 13F DYCOM INDS COM 267475101 120,699 -12,198 -9.18 17,324 13.26 0.0254
2024-02-14 2023-12-31 13F DYCOM INDS COM 267475101 132,897 -25,620 -16.16 15,296 8.41 0.0246
2023-11-14 2023-09-30 13F DYCOM INDS COM 267475101 158,517 -35,708 -18.38 14,108 -36.08 0.0254
2023-08-11 2023-06-30 13F DYCOM INDS COM 267475101 194,225 -14,064 -6.75 22,074 13.16 0.0385
2023-05-12 2023-03-31 13F DYCOM INDS COM 267475101 208,289 12,591 6.43 19,506 6.49 0.0362
2023-02-10 2022-12-31 13F DYCOM INDS COM 267475101 195,698 -20,583 -9.52 18,317 -11.35 0.0407
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 216,281 -35,345 -14.05 20,662 -11.74 0.0461
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 251,626 -1,557 -0.61 23,411 -2.93 0.0506
2022-05-13 2022-03-31 13F DYCOM INDS COM 267475101 253,183 12,802 5.33 24,118 7.01 0.0485
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 240,381 7,103 3.04 22,538 35.62 0.0423
2021-11-12 2021-09-30 13F DYCOM INDS COM 267475101 233,278 7,276 3.22 16,618 -1.34 0.0349
2021-08-06 2021-06-30 13F DYCOM INDS COM 267475101 226,002 29,500 15.01 16,844 -7.68 0.0373
2021-05-12 2021-03-31 13F DYCOM INDS COM 267475101 196,502 -1,515 -0.77 18,245 22.01 0.0460
2021-02-08 2020-12-31 13F DYCOM INDS COM 267475101 198,017 -24,047 -10.83 14,954 27.50 0.0387
2020-12-04 2020-09-30 13F/A-1 DYCOM INDS COM 267475101 222,064 16,942 8.26 11,729 39.83 0.0340
2020-11-06 2020-09-30 13F DYCOM INDS COM 267475101 222,214 17,092 11,737 28,260.0864
2020-08-17 2020-06-30 13F/A-1 DYCOM INDS COM 267475101 205,122 14,212 7.44 8,388 71.43 0.0260
2020-08-11 2020-06-30 13F DYCOM INDS COM 267475101 222,724 31,814 10,499 28,479.0964
2020-05-14 2020-03-31 13F DYCOM INDS COM 267475101 190,910 -48,991 -20.42 4,893 -56.98 0.0180
2020-02-06 2019-12-31 13F DYCOM INDS COM 267475101 239,901 21,141 9.66 11,373 1.23 0.0339
2019-11-12 2019-09-30 13F DYCOM INDS COM 267475101 218,760 32,648 17.54 11,235 2.55 0.0287
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 186,112 22,028 13.42 10,956 45.31 0.0358
2019-05-15 2019-03-31 13F DYCOM INDS COM 267475101 164,084 -35,308 -17.71 7,540 -55.28 0.0253
2019-02-13 2018-12-31 13F DYCOM INDS COM 267475101 199,392 -18,388 -8.44 16,860 -8.49 0.0600
2018-11-08 2018-09-30 13F DYCOM INDS COM 267475101 217,780 98,971 83.30 18,424 64.08 0.0668
2018-08-03 2018-06-30 13F DYCOM INDS COM 267475101 118,809 18,994 19.03 11,229 4.52 0.0382
2018-05-11 2018-03-31 13F DYCOM INDS COM 267475101 99,815 11,214 12.66 10,743 8.81 0.0412
2018-02-08 2017-12-31 13F DYCOM INDS COM 267475101 88,601 43,999 98.65 9,873 157.78 0.0343
2017-11-06 2017-09-30 13F DYCOM INDS COM 267475101 44,602 17,743 66.06 3,830 59.25 0.0136
2017-07-31 2017-06-30 13F DYCOM INDS COM 267475101 26,859 828 3.18 2,405 -0.62 0.0096
2017-05-05 2017-03-31 13F DYCOM INDS COM 267475101 26,031 -102 -0.39 2,420 15.35 0.0106
2017-02-02 2016-12-31 13F DYCOM INDS COM 267475101 26,133 17,239 193.83 2,098 188.19 0.0102
2016-11-04 2016-09-30 13F DYCOM INDS COM 267475101 8,894 -771 -7.98 728 -16.03 0.0037
2016-08-11 2016-06-30 13F DYCOM INDS COM 267475101 9,665 1,287 15.36 867 59.96 0.0052
2016-05-10 2016-03-31 13F/A-1 DYCOM INDS COM 267475101 8,378 7,697 1,130.25 542 1,053.19 0.0034
2016-02-03 2015-12-31 13F DYCOM INDS COM 267475101 681 -6,872 -90.98 47 -91.39 0.0003
2015-11-02 2015-09-30 13F/A-1 DYCOM INDS COM 267475101 7,553 7,553 546 0.0050
2015-10-30 2015-09-30 13F DYCOM INDS COM 267475101 7,553 548
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.