Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership1,076,399 shares
Latest Disclosed Value $ 364,705,509
State Street Corp reports 4.95% increase in ownership of DY / Dycom Industries, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 1,076,399 shares of Dycom Industries, Inc. (US:DY) valued at $364,705,509 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,025,603 shares of Dycom Industries, Inc.. This represents a change in shares of 4.95% during the quarter. The current value of the position is $525,896,259 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.

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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)
2026-05-15 2026-03-31 13F DYCOM INDS COM 267475101 1,076,399 50,796 4.95 364,706 5.24 0.0126
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 1,025,603 -46,822 -4.37 346,551 10.76 0.0116
2025-11-14 2025-09-30 13F DYCOM INDS COM 267475101 1,072,425 -19,524 -1.79 312,891 17.25 0.0108
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 1,091,949 -38,942 -3.44 266,861 54.90 0.0100
2025-05-15 2025-03-31 13F DYCOM INDS COM 267475101 1,130,891 -46,689 -3.96 172,280 -15.95 0.0071
2025-02-14 2024-12-31 13F DYCOM INDS COM 267475101 1,177,580 18,995 1.64 204,970 -10.24 0.0081
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 1,158,585 44,321 3.98 228,357 21.44 0.0093
2024-08-14 2024-06-30 13F DYCOM INDS COM 267475101 1,114,264 -18,295 -1.62 188,043 15.68 0.0082
2024-05-15 2024-03-31 13F DYCOM INDS COM 267475101 1,132,559 10,916 0.97 162,556 25.93 0.0073
2024-02-14 2023-12-31 13F DYCOM INDS COM 267475101 1,121,643 76,801 7.35 129,090 38.82 0.0063
2023-11-14 2023-09-30 13F DYCOM INDS COM 267475101 1,044,842 12,227 1.18 92,991 -20.76 0.0052
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 1,032,615 5,262 0.51 117,357 21.98 0.0062
2023-05-15 2023-03-31 13F DYCOM INDS COM 267475101 1,027,353 79,530 8.39 96,212 8.45 0.0054
2023-05-15 2022-12-31 13F/A-99 DYCOM INDS COM 267475101 947,823 9,083 0.97 88,716 -1.07 0.0052
2023-05-15 2022-12-31 13F DYCOM INDS COM 267475101 947,823 9,083 88,716 0.0052
2022-11-15 2022-09-30 13F DYCOM INDS COM 267475101 938,740 9,909 1.07 89,678 3.77 0.0057
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 928,831 -22,232 -2.34 86,418 -4.61 0.0052
2022-05-16 2022-03-31 13F DYCOM INDS COM 267475101 951,063 37,181 4.07 90,598 5.73 0.0045
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 913,882 -1,077 -0.12 85,686 31.46 0.0041
2021-11-15 2021-09-30 13F DYCOM INDS COM 267475101 914,959 -13,711 -1.48 65,182 -5.83 0.0034
2021-08-16 2021-06-30 13F DYCOM INDS COM 267475101 928,670 9,680 1.05 69,214 -18.88 0.0036
2021-07-09 2021-03-31 13F/A-1 DYCOM INDS COM 267475101 918,990 -27,765 -2.93 85,328 19.34 0.0049
2021-05-17 2021-03-31 13F DYCOM INDS COM 267475101 918,990 -27,765 85,328 0.0049
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 946,755 -6,907 -0.72 71,499 41.94 0.0044
2020-11-10 2020-09-30 13F DYCOM INDS COM 267475101 953,662 -26,698 -2.72 50,372 25.66 0.0034
2020-08-14 2020-06-30 13F DYCOM INDS COM 267475101 980,360 -1,998 -0.20 40,087 59.09 0.0029
2020-06-19 2020-03-31 13F/A-1 DYCOM INDS COM 267475101 982,358 774 0.08 25,197 -45.56 0.0022
2020-05-11 2020-03-31 13F DYCOM INDS COM 267475101 982,358 774 25,197 2,212.8039
2020-02-06 2019-12-31 13F DYCOM INDS COM 267475101 981,584 1,398 0.14 46,282 -7.51 0.0032
2019-11-14 2019-09-30 13F DYCOM INDS COM 267475101 980,186 -261,188 -21.04 50,038 -31.53 0.0037
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 1,241,374 12,419 1.01 73,080 29.44 0.0054
2019-05-15 2019-03-31 13F DYCOM INDS COM 267475101 1,228,955 108,574 9.69 56,458 -6.75 0.0044
2019-02-12 2018-12-31 13F DYCOM INDS COM 267475101 1,120,381 -36,606 -3.16 60,545 -38.14 0.0055
2018-11-09 2018-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 1,156,987 77,973 7.23 97,879 -4.02 0.0075
2018-08-14 2018-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 1,079,014 57,189 5.60 101,978 -7.27 0.0085
2018-05-15 2018-03-31 13F DYCOM INDUSTRIES Common equity shares 267475101 1,021,825 -59,890 -5.54 109,977 -8.76 0.0093
2018-02-14 2017-12-31 13F DYCOM INDUSTRIES Common equity shares 267475101 1,081,715 69,801 6.90 120,539 38.70 0.0097
2017-11-14 2017-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 1,011,914 -11,318 -1.11 86,905 -5.13 0.0075
2017-08-14 2017-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 1,023,232 32,975 3.33 91,602 -0.48 0.0081
2017-05-15 2017-03-31 13F DYCOM INDUSTRIES Common equity shares 267475101 990,257 17,025 1.75 92,045 17.80 0.0082
2017-02-09 2016-12-31 13F DYCOM INDUSTRIES Common equity shares 267475101 973,232 -52,956 -5.16 78,137 -6.89 0.0074
2017-01-13 2016-09-30 13F/A-1 DYCOM INDUSTRIES Common equity shares 267475101 1,026,188 383,941 59.78 83,922 45.57 0.0085
2016-11-14 2016-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 1,026,188 83,922
2016-08-12 2016-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 642,247 -27,682 -4.13 57,650 33.06 0.0062
2016-05-20 2016-03-31 13F/A-1 DYCOM INDUSTRIES Common equity shares 267475101 669,929 -2,570 -0.38 43,326 -7.91 0.0047
2016-05-12 2016-03-31 13F DYCOM INDUSTRIES Common equity shares 267475101 669,929 43,326
2016-02-16 2015-12-31 13F DYCOM INDUSTRIES Common equity shares 267475101 672,499 12,096 1.83 47,047 -1.54 0.0051
2015-11-16 2015-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 660,403 -34,986 -5.03 47,783 16.75 0.0056
2015-08-13 2015-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 695,389 -23,331 -3.25 40,927 16.60 0.0044
2015-05-15 2015-03-31 13F DYCOM INDUSTRIES Common equity shares 267475101 718,720 -4,802 -0.66 35,099 38.23 0.0036
2015-02-11 2014-12-31 13F DYCOM INDUSTRIES Common equity shares 267475101 723,522 2,350 0.33 25,391 14.65 0.0025
2014-11-12 2014-09-30 13F/A-1 DYCOM INDUSTRIES Common equity shares 267475101 721,172 -30,077 -4.00 22,147 -5.81 0.0024
2014-11-10 2014-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 721,172 22,147
2014-08-12 2014-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 751,249 -15,031 -1.96 23,513 -2.92 0.0025
2014-05-15 2014-03-31 13F/A-1 DYCOM INDUSTRIES Common equity shares 267475101 766,280 346 0.05 24,219 13.77 0.0028
2014-05-13 2014-03-31 13F DYCOM INDUSTRIES Common equity shares 267475101 766,480 24,225
2014-02-06 2013-12-31 13F/A-1 DYCOM INDUSTRIES Common equity shares 267475101 765,934 19,511 2.61 21,287 1.88 0.0024
2014-02-06 2013-12-31 13F DYCOM INDUSTRIES Common equity shares 267475101 759,431 15,040
2013-11-12 2013-09-30 13F DYCOM INDUSTRIES Common equity shares 267475101 746,423 -3,034 -0.40 20,895 20.49 0.0026
2013-08-08 2013-06-30 13F DYCOM INDUSTRIES Common equity shares 267475101 749,457 749,457 17,342 0.0023
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.