Vault-13

DRIVEN BRANDS HLDGS INC DRVN

COM · Common Stock · CUSIP 26210V102

181 institutional holders -2 vs Q1 2025
68,895,64668.9m shares reported held*
41.9% of all shares outstanding*
$1.2bnreported value*
23 new 68 added 60 reduced 23 sold out net bought ≈ $13.1m (+843.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($791.5k this quarter). Holder counts are more reliable. Shares outstanding: 164.3m as of 2025-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $17.53. Options: 4 managers hold calls ($622.8k notional), 3 hold puts ($335.3k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 159Q4 22: 154Q1 23: 162Q2 23: 157Q3 23: 176Q4 23: 184Q1 24: 170Q2 24: 162Q3 24: 172Q4 24: 175Q1 25: 183Q2 25: 181181Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022159
Q4 2022154
Q1 2023162
Q2 2023157
Q3 2023176
Q4 2023184
Q1 2024170
Q2 2024162
Q3 2024172
Q4 2024175
Q1 2025183
Q2 2025181

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 132 bought or addedQ3 23: 76 cut or sold outQ4 23: 99 bought or addedQ4 23: 89 cut or sold outQ4 23Q1 24: 103 bought or addedQ1 24: 96 cut or sold outQ2 24: 95 bought or addedQ2 24: 89 cut or sold outQ2 24Q3 24: 92 bought or addedQ3 24: 75 cut or sold outQ4 24: 68 bought or addedQ4 24: 76 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 70 cut or sold outQ2 25: 91 bought or addedQ2 25: 83 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202313276
Q4 20239989
Q1 202410396
Q2 20249589
Q3 20249275
Q4 20246876
Q1 20259870
Q2 20259183

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $2.0mQ3 24 puts: $379.2kQ3 24P/C 0.19Q4 24 calls: $2.5mQ4 24 puts: $536.8kQ4 24P/C 0.22Q1 25 calls: $1.1mQ1 25 puts: $727.8kQ1 25P/C 0.67Q2 25 calls: $622.8kQ2 25 puts: $335.3kQ2 25P/C 0.54
Numbers
QuarterCallsPutsP/C
Q3 2024$2.0m$379.2k0.19
Q4 2024$2.5m$536.8k0.22
Q1 2025$1.1m$727.8k0.67
Q2 2025$622.8k$335.3k0.54

Biggest buyers

HENNESSY ADVISORS INC New +601,500+601.5k
North Peak Capital Management, LLC Added +589,556+589.6k
Driehaus Capital Management LLC New +537,471+537.5k
ROYAL BANK OF CANADA Added +472,466+472.5k
Ararat Capital Management LP Added +363,657+363.7k
BI Asset Management Fondsmaeglerselskab A/S New +323,226+323.2k
J. Goldman & Co LP Added +227,849+227.8k
DIMENSIONAL FUND ADVISORS LP Added +170,405+170.4k
Western Standard LLC Added +168,600+168.6k
Ewing Morris & Co. Investment Partners Ltd. Added +163,300+163.3k

Biggest sellers

FMR LLC Reduced -1,192,695-1.2m
HG Vora Capital Management, LLC Reduced -550,000-550.0k
JPMORGAN CHASE & CO Reduced -427,554-427.6k
MILLENNIUM MANAGEMENT LLC Reduced -290,037-290.0k
Informed Momentum Co LLC Sold out -200,931-200.9k
D. E. Shaw & Co., Inc. Sold out -198,684-198.7k
GRIZZLYROCK CAPITAL, LLC Reduced -177,660-177.7k
Norwood Investment Partners, LP Reduced -149,152-149.2k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Reduced -143,046-143.0k
FIRST TRUST ADVISORS LP Reduced -113,668-113.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $403.9k23.0k shares
CITADEL ADVISORS LLC Reduced $209.0k11.9k shares
SIMPLEX TRADING, LLC Reduced $10.0k600 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

GROUP ONE TRADING LLC Added $321.3k18.3k shares
SIMPLEX TRADING, LLC Reduced $14.0k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: FMR LLC (5.0%, 2026-05-06)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$73.9k—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 North Peak Capital Management, LLC 9.82% of their portfolio NEW YORK, NY 7,123,0757.1m $125.1m $125.1m 9.82% Added +589.6k +589,556
2 HG Vora Capital Management, LLC 11.02% of their portfolio NEW YORK, NY 5,700,0005.7m $100.1m $100.1m 11.02% Reduced -550.0k -550,000
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,633,3835.6m $98.9m $98.9m 0.00% Added +29.4k +29,414
4 BAMCO INC /NY/ 0.24% of their portfolio NEW YORK, NY 5,000,0005.0m $87.8m $87.8m 0.24% Unchanged
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,639,0614.6m $81.5m $81.5m 0.00% Reduced -46.7k -46,712
6 FMR LLC 0.00% of their portfolio BOSTON, MA 4,134,8934.1m $72.6m $72.6m 0.00% Reduced -1.2m -1,192,695
7 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,390,2653.4m $59.5m $59.5m 0.01% Reduced -86.3k -86,298
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,320,7723.3m $58.3m $58.3m 0.00% Reduced -427.6k -427,554
9 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 2,937,5782.9m $51.6m $51.6m 0.03% Added +74.6k +74,614
10 Emeth Value Capital, LLC 37.81% of their portfolio NEW ORLEANS, LA 2,421,2432.4m $42.5m $42.5m 37.81% Reduced -22.5k -22,527
11 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 1,887,6891.9m $33.1m $33.1m 0.01% Added +170.4k +170,405
12 One Fin Capital Management LP 9.44% of their portfolio San Francisco, CA 1,590,0001.6m $27.9m $27.9m 9.44% Unchanged
13 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,521,3901.5m $26.7m $26.7m 0.00% Reduced -4.3k -4,257
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,431,6951.4m $25.1m $25.1m 0.00% Added +6.8k +6,763
15 Ararat Capital Management LP 8.67% of their portfolio WESTPORT, CT 1,087,2491.1m $19.1m $19.1m 8.67% Added +363.7k +363,657
16 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 915,525915.5k $16.1m $16.1m 0.01% Reduced -290.0k -290,037
17 J. Goldman & Co LP 0.45% of their portfolio NEW YORK, NY 819,716819.7k $14.4m $14.4m 0.45% Added +227.8k +227,849
18 Norwood Investment Partners, LP 10.24% of their portfolio MILL VALLEY, CA 778,048778.0k $13.7m $13.7m 10.24% Reduced -149.2k -149,152
19 Interval Partners, LP 0.29% of their portfolio NEW YORK, NY 726,152726.2k $12.8m $12.8m 0.29% Reduced -43.2k -43,249
20 GRIZZLYROCK CAPITAL, LLC 8.95% of their portfolio CHICAGO, IL 677,631677.6k $11.9m $11.9m 8.95% Reduced -177.7k -177,660
21 HENNESSY ADVISORS INC 0.35% of their portfolio NOVATO, CA 601,500601.5k $10.6m $10.6m 0.35% New
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 591,895591.9k $10.4m $10.4m 0.00% Reduced -17.8k -17,750
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 542,943542.9k $9.5m $9.5m 0.00% Added +24.7k +24,696
24 Driehaus Capital Management LLC 0.08% of their portfolio Chicago, IL 537,471537.5k $9.4m $9.4m 0.08% New
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 525,679525.7k $9.2m $9.2m 0.00% Reduced -11.3k -11,299
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 491,749491.7k $8.6m $8.6m 0.00% Added +6.0k +5,961
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 472,916472.9k $8.3m $8.3m 0.00% Added +472.5k +472,466
28 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 467,564467.6k $8.2m $8.2m 0.00% Added +49.4k +49,435
29 Western Standard LLC 4.00% of their portfolio Los Angeles, CA 409,677409.7k $7.2m $7.2m 4.00% Added +168.6k +168,600
30 Ewing Morris & Co. Investment Partners Ltd. 3.01% of their portfolio TORONTO, Z4 382,167382.2k $6.7m $6.7m 3.01% Added +163.3k +163,300
31 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 340,904340.9k $6.0m $6.0m 0.03% Added +122.8k +122,826
32 BI Asset Management Fondsmaeglerselskab A/S 0.06% of their portfolio KOBENHAVN, G7 323,226323.2k $5.7m $5.7m 0.06% New
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 292,722292.7k $5.1m $5.1m 0.00% Reduced -66.8k -66,752
34 Boston Partners 0.00% of their portfolio BOSTON, MA 270,712270.7k $3.0m $3.0m 0.00% Added +129.8k +129,850
35 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 257,912257.9k $4.5m $4.5m 0.00% Reduced -113.7k -113,668
36 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 255,156255.2k $4.5m $4.5m 0.00% Added +124.6k +124,556
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 250,180250.2k $4.4m $4.4m 0.00% Added +3.0k +3,002
38 III Capital Management 0.79% of their portfolio BOCA RATON, FL 250,000250.0k $4.4m $4.4m 0.79% Unchanged
39 CastleKnight Management LP 0.29% of their portfolio New York, NY 247,600247.6k $4.3m $4.3m 0.29% Unchanged
40 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 227,937227.9k $4.0m $4.0m 0.01% Added +36.5k +36,502
41 Gotham Asset Management, LLC 0.02% of their portfolio NEW YORK, NY 222,724222.7k $3.9m $3.9m 0.02% Added +65.5k +65,526
42 KESTREL INVESTMENT MANAGEMENT CORP 2.29% of their portfolio SAN MATEO, CA 218,100218.1k $3.8m $3.8m 2.29% Reduced -10.5k -10,500
43 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 216,423216.4k $3.8m $3.8m 0.01% Added +682 +682
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 201,581201.6k $3.5m $3.5m 0.00% Added +62.3k +62,260
45 Seven Six Capital Management, LLC 3.20% of their portfolio NEW YORK, NY 200,300200.3k $3.5m $3.5m 3.20% Reduced -2.3k -2,300
46 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 175,849175.8k $3.1m $3.1m 0.00% Added +9.6k +9,590
47 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 171,457171.5k $3.0m $3.0m 0.00% Reduced -4.8k -4,770
48 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 169,749169.7k $3.0m $3.0m 0.00% Added +37.9k +37,863
49 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 162,147162.1k $2.8m $2.8m 0.01% Added +53.9k +53,934
50 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 136,594136.6k $2.4m $2.4m 0.01% Added +103.7k +103,684
51 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 136,283136.3k $2.4m $2.4m 0.00% Reduced -103.7k -103,732
52 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 130,075130.1k $2.3m $2.3m 0.00% Added +100.2k +100,176
53 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.18% of their portfolio Englewood, NJ 130,034130.0k $2.3m $2.3m 0.18% Reduced -143.0k -143,046
54 Swiss National Bank 0.00% of their portfolio ZURICH, V8 125,500125.5k $2.2m $2.2m 0.00% Reduced -1.7k -1,700
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 124,860124.9k $2.2m $2.2m 0.00% Reduced -25.6k -25,572
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 120,330120.3k $2.1m $2.1m 0.00% Reduced -17.5k -17,472
57 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 102,627102.6k $1.8m $1.8m 0.00% Reduced -3.2k -3,245
58 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 99,57499.6k $1.7m $1.7m 0.00% Added +4.5k +4,538
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 98,57598.6k $1.7m $1.7m 0.00% Added +12.1k +12,097
60 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 95,00095.0k $1.7m $1.7m 0.01% Added +40.0k +39,983
61 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 90,20390.2k $1.6m $1.6m 0.00% Reduced -2.7k -2,669
62 Cinctive Capital Management LP 0.09% of their portfolio New York, NY 89,91589.9k $1.6m $1.6m 0.09% Reduced -33.5k -33,506
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 82,31082.3k $1.4m $1.4m 0.00% Added +963 +963
64 MACKENZIE FINANCIAL CORP 0.00% of their portfolio TORONTO ONTARIO, A6 82,14082.1k $1.4m $1.4m 0.00% Added +6.9k +6,946
65 Legal & General Group Plc 0.00% of their portfolio London, X0 78,79178.8k $1.4m $1.4m 0.00% Added +2.0k +1,999
66 Mariner, LLC 0.00% of their portfolio Overland Park, KS 78,63678.6k $1.4m $1.4m 0.00% Reduced -1.6k -1,638
67 MONTAG A & ASSOCIATES INC 0.07% of their portfolio ATLANTA, GA 76,50976.5k $1.3m $1.3m 0.07% Added +10.5k +10,546
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 75,52575.5k $1.3m $1.3m 0.00% Reduced -788 -788
69 Lombard Odier Asset Management (USA) Corp 0.33% of their portfolio New York, NY 74,71574.7k $1.3m $1.3m 0.33% Added +17.3k +17,302
70 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 74,27674.3k $1.3m $1.3m 0.00% Reduced -9.7k -9,651
71 Covey Capital Advisors, LLC 1.39% of their portfolio Atlanta, GA 73,64573.6k $1.3m $1.3m 1.39% Added +35.9k +35,915
72 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 73,23173.2k $1.3m $1.3m 0.00% Unchanged
73 Dynamic Technology Lab Private Ltd 0.16% of their portfolio SINGAPORE, U0 68,55468.6k $1.2m $1.2m 0.16% New
74 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 68,25568.3k $1.2m $1.2m 0.00% New
75 BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio NEW YORK, NY 67,82767.8k $1.2m $1.2m 0.04% Reduced -15.0k -14,988
76 HUSSMAN STRATEGIC ADVISORS, INC. 0.25% of their portfolio ELLICOTT CITY, MD 63,00063.0k $1.1m $1.1m 0.25% New
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 60,28060.3k $1.1m $1.1m 0.00% Reduced -614 -614
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 48,96649.0k $859.8k $859.8k 0.00% Added +13.5k +13,486
79 INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio WEST PALM BEACH, FL 48,73448.7k $855.8k $855.8k 0.01% Added +5.9k +5,924
80 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 47,45647.5k $833.3k $833.3k 0.00% Unchanged
81 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 43,42543.4k $763.0k $763.0k 0.00% Added +3.4k +3,356
82 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 41,23741.2k $724.1k $724.1k 0.00% New
83 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 40,43740.4k $710.1k $710.1k 0.00% New
84 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 39,58839.6k $695.2k $695.2k 0.00% Added +16.3k +16,337
85 Wedmont Private Capital 0.03% of their portfolio WEST CHESTER, PA 37,40537.4k $647.9k $647.9k 0.03% Reduced -113 -113
86 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 36,43736.4k $639.8k $639.8k 0.00% Reduced -311 -311
87 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,24734.2k $601.4k $601.4k 0.00% Added +1.4k +1,444
88 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 33,70633.7k $591.9k $591.9k 0.00% Reduced -9.2k -9,157
89 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 32,73632.7k $574.8k $574.8k 0.00% Reduced -2.9k -2,861
90 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 30,90030.9k $543.0k $543.0k 0.00% Added +800 +800
91 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 30,38630.4k $533.6k $533.6k 0.00% Reduced -10.5k -10,547
92 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 28,34528.3k $497.7k $497.7k 0.00% Added +6.3k +6,322
93 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,47227.5k $482.4k $482.4k 0.00% Added +16.4k +16,408
94 Nebula Research & Development LLC 0.04% of their portfolio New York, NY 26,47626.5k $464.9k $464.9k 0.04% New
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,80925.8k $453.2k $453.2k 0.00% Reduced -21.5k -21,506
96 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 25,31825.3k $444.6k $444.6k 0.00% Added +10.8k +10,814
97 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 24,59624.6k $431.9k $431.9k 0.02% Added +14.0k +13,977
98 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 21,49221.5k $377.4k $377.4k 0.01% New
99 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 21,39021.4k $361.5k $361.5k 0.01% New
100 AXQ CAPITAL, LP 0.12% of their portfolio JERSEY CITY, NJ 20,75220.8k $364.4k $364.4k 0.12% New