Vault-13

DRIVEN BRANDS HLDGS INC DRVN

COM · Common Stock · CUSIP 26210V102

199 institutional holders -4 vs Q3 2025
74,621,34574.6m shares reported held*
45.4% of all shares outstanding*
$1.1bnreported value*
36 new 65 added 66 reduced 45 sold out net bought ≈ $50.6m (+3.4m 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 ($5.0m this quarter). Holder counts are more reliable. Shares outstanding: 164.5m as of 2025-11-03, 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 ≈ $14.82. Options: 3 managers hold calls ($300.8k notional), 4 hold puts ($930.7k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 159Q4 22: 154Q1 23: 162Q2 23: 157Q3 23: 176Q4 23: 184Q1 24: 170Q2 24: 162Q3 24: 172Q4 24: 175Q1 25: 183Q2 25: 181Q3 25: 203Q4 25: 199199Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025203
Q4 2025199

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 101 bought or addedQ3 25: 87 cut or sold outQ4 25: 101 bought or addedQ4 25: 111 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410396
Q2 20249589
Q3 20249275
Q4 20246876
Q1 20259870
Q2 20259183
Q3 202510187
Q4 2025101111

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ1 25 calls: $1.1mQ1 25 puts: $727.8kQ1 25P/C 0.67Q2 25 calls: $622.8kQ2 25 puts: $335.3kQ2 25P/C 0.54Q3 25 calls: $1.7mQ3 25 puts: $1.1mQ3 25P/C 0.67Q4 25 calls: $300.8kQ4 25 puts: $930.7kQ4 25P/C 3.09
Numbers
QuarterCallsPutsP/C
Q1 2025$1.1m$727.8k0.67
Q2 2025$622.8k$335.3k0.54
Q3 2025$1.7m$1.1m0.67
Q4 2025$300.8k$930.7k3.09

Biggest buyers

Boston Partners Added +3,181,812+3.2m
FMR LLC Added +1,566,952+1.6m
North Peak Capital Management, LLC Added +1,083,896+1.1m
Emeth Value Capital, LLC Added +582,255+582.3k
BANK OF AMERICA CORP /DE/ Added +577,899+577.9k
LONESTAR CAPITAL MANAGEMENT LLC New +560,000+560.0k
GOLDMAN SACHS GROUP INC Added +491,919+491.9k
Russell Investments Group, Ltd. Added +456,947+456.9k
MILLENNIUM MANAGEMENT LLC Added +428,499+428.5k
UBS Group AG Added +397,137+397.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,061,807-3.1m
Quantinno Capital Management LP Reduced -935,993-936.0k
Nuveen, LLC Reduced -623,193-623.2k
J. Goldman & Co LP Sold out -578,892-578.9k
ADVISORY RESEARCH INC Reduced -519,552-519.6k
Western Standard LLC Reduced -390,000-390.0k
HG Vora Capital Management, LLC Reduced -350,000-350.0k
KESTREL INVESTMENT MANAGEMENT CORP Sold out -200,200-200.2k
ROYAL BANK OF CANADA Reduced -194,453-194.5k
Squarepoint Ops LLC Sold out -153,604-153.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $257.9k17.4k shares
SIMPLEX TRADING, LLC Reduced $38.5k2.6k shares
GROUP ONE TRADING LLC Reduced $4.4k300 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $661.0k44.6k shares
CITADEL ADVISORS LLC Reduced $158.6k10.7k shares
SIMPLEX TRADING, LLC Reduced $59.3k4.0k shares
GROUP ONE TRADING LLC Added $51.9k3.5k 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 Q4 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
101Q1 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 25Q3 25: 0 buyingQ3 25: 1 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$73.9k—
Q2 20250—0——
Q3 20250—1$3.4m$3.4m
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 5,851,2255.9m $86.7m $86.7m 0.00% Added +288.8k +288,759
2 FMR LLC 0.00% of their portfolio BOSTON, MA 5,474,3235.5m $81.1m $81.1m 0.00% Added +1.6m +1,566,952
3 HG Vora Capital Management, LLC 29.38% of their portfolio NEW YORK, NY 5,250,0005.2m $77.8m $77.8m 29.38% Reduced -350.0k -350,000
4 BAMCO INC /NY/ 0.20% of their portfolio NEW YORK, NY 5,000,2615.0m $74.1m $74.1m 0.20% Unchanged
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,671,5734.7m $69.2m $69.2m 0.00% Added +51.1k +51,091
6 North Peak Capital Management, LLC 6.47% of their portfolio NEW YORK, NY 3,990,8504.0m $59.1m $59.1m 6.47% Added +1.1m +1,083,896
7 Emeth Value Capital, LLC 70.35% of their portfolio NEW ORLEANS, LA 3,846,1663.8m $57.0m $57.0m 70.35% Added +582.3k +582,255
8 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 3,826,1603.8m $56.7m $56.7m 0.01% Added +491.9k +491,919
9 Boston Partners 0.05% of their portfolio BOSTON, MA 3,426,3883.4m $50.8m $50.8m 0.05% Added +3.2m +3,181,812
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,234,3693.2m $47.9m $47.9m 0.00% Reduced -3.1m -3,061,807
11 JANUS HENDERSON GROUP PLC 0.02% of their portfolio LONDON, X0 2,477,1792.5m $36.7m $36.7m 0.02% Added +209.9k +209,883
12 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 2,161,6422.2m $32.0m $32.0m 0.01% Added +354.5k +354,540
13 Simcoe Capital Management, LLC 5.58% of their portfolio NEW YORK, NY 2,104,9552.1m $31.2m $31.2m 5.58% Unchanged
14 One Fin Capital Management LP 8.49% of their portfolio San Francisco, CA 1,640,0001.6m $24.3m $24.3m 8.49% Added +50.0k +50,000
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,536,0361.5m $22.8m $22.8m 0.00% Reduced -22.0k -22,014
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,357,3901.4m $20.1m $20.1m 0.00% Reduced -29.3k -29,289
17 Ararat Capital Management LP 9.27% of their portfolio WESTPORT, CT 1,269,9891.3m $18.8m $18.8m 9.27% Added +172.3k +172,275
18 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 1,263,4641.3m $18.7m $18.7m 0.01% Added +428.5k +428,499
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,198,4481.2m $17.8m $17.8m 0.00% Added +577.9k +577,899
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,066,4841.1m $15.8m $15.8m 0.00% Added +20.0k +20,032
21 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 971,109971.1k $14.4m $14.4m 0.02% Added +189.1k +189,071
22 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 691,129691.1k $10.2m $10.2m 0.01% Added +456.9k +456,947
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 628,991629.0k $9.3m $9.3m 0.00% Added +397.1k +397,137
24 Norwood Investment Partners, LP 9.51% of their portfolio MILL VALLEY, CA 570,000570.0k $8.4m $8.4m 9.51% Added +330.6k +330,562
25 LONESTAR CAPITAL MANAGEMENT LLC 4.44% of their portfolio San Francisco, CA 560,000560.0k $8.3m $8.3m 4.44% New
26 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 544,689544.7k $8.1m $8.1m 0.00% Reduced -10.9k -10,874
27 Elgethun Capital Management 1.36% of their portfolio SIOUX FALLS, SD 532,535532.5k $7.9m $7.9m 1.36% Added +18.6k +18,556
28 HENNESSY ADVISORS INC 0.27% of their portfolio NOVATO, CA 523,200523.2k $7.8m $7.8m 0.27% Reduced -34.0k -34,000
29 GRIZZLYROCK CAPITAL, LLC 5.78% of their portfolio CHICAGO, IL 520,688520.7k $7.7m $7.7m 5.78% Reduced -90.6k -90,610
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 501,329501.3k $7.4m $7.4m 0.00% Added +782 +782
31 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 485,000485.0k $7.2m $7.2m 0.04% Added +330.0k +330,000
32 Ewing Morris & Co. Investment Partners Ltd. 2.50% of their portfolio TORONTO, Z4 382,167382.2k $5.7m $5.7m 2.50% Unchanged
33 III Capital Management 1.09% of their portfolio BOCA RATON, FL 330,625330.6k $4.9m $4.9m 1.09% Added +35.0k +35,000
34 Western Standard LLC 2.07% of their portfolio Los Angeles, CA 303,413303.4k $4.5m $4.5m 2.07% Reduced -390.0k -390,000
35 Seven Six Capital Management, LLC 4.38% of their portfolio NEW YORK, NY 294,000294.0k $4.4m $4.4m 4.38% Added +80.3k +80,300
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 266,852266.9k $4.0m $4.0m 0.00% Added +17.1k +17,102
37 Blackstone Inc. 0.02% of their portfolio NEW YORK, NY 250,705250.7k $3.7m $3.7m 0.02% Not comparable
38 CastleKnight Management LP 0.21% of their portfolio New York, NY 247,600247.6k $3.7m $3.7m 0.21% Unchanged
39 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 236,810236.8k $3.5m $3.5m 0.01% Reduced -936.0k -935,993
40 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 224,595224.6k $3.3m $3.3m 0.02% Reduced -104.1k -104,096
41 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 219,512219.5k $3.3m $3.3m 0.01% Added +32.0k +31,970
42 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 195,575195.6k $2.9m $2.9m 0.00% Added +86.3k +86,316
43 FLAX POND CAPITAL, LLC 2.10% of their portfolio MERION STATION, PA 190,600190.6k $2.8m $2.8m 2.10% First filing
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 178,776178.8k $2.6m $2.6m 0.00% Added +1.7k +1,665
45 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 163,591163.6k $2.4m $2.4m 0.01% New
46 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 153,072153.1k $2.3m $2.3m 0.00% Reduced -623.2k -623,193
47 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 151,552151.6k $2.2m $2.2m 0.00% New
48 ADVISORY RESEARCH INC 0.27% of their portfolio CHICAGO, IL 146,201146.2k $2.2m $2.2m 0.27% Reduced -519.6k -519,552
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 145,252145.3k $2.2m $2.2m 0.00% Added +18.7k +18,717
50 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 132,295132.3k $2.0m $2.0m 0.00% Reduced -2.5k -2,500
51 Swiss National Bank 0.00% of their portfolio ZURICH, V8 129,700129.7k $1.9m $1.9m 0.00% Added +2.4k +2,400
52 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 128,257128.3k $1.9m $1.9m 0.00% Added +6.6k +6,568
53 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 119,488119.5k $1.8m $1.8m 0.00% Added +7.7k +7,692
54 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 116,957117.0k $1.7m $1.7m 0.00% Added +97.9k +97,879
55 Atom Investors LP 0.13% of their portfolio AUSTIN, TX 113,782113.8k $1.7m $1.7m 0.13% New
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 112,633112.6k $1.7m $1.7m 0.00% Reduced -3.8k -3,835
57 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 103,020103.0k $1.5m $1.5m 0.00% Reduced -916 -916
58 OpenArc Corporate Advisory, LLC 0.02% of their portfolio ATLANTA, GA 97,04597.0k $1.4m $1.4m 0.02% First filing
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 96,85896.9k $1.4m $1.4m 0.00% Reduced -64.3k -64,290
60 Cinctive Capital Management LP 0.08% of their portfolio New York, NY 89,95790.0k $1.3m $1.3m 0.08% Added +14.3k +14,314
61 Edgestream Partners, L.P. 0.04% of their portfolio Princeton, NJ 85,60885.6k $1.3m $1.3m 0.04% New
62 Inspire Investing, LLC 0.11% of their portfolio MERIDIAN, ID 81,92181.9k $1.2m $1.2m 0.11% New
63 Pullen Investment Management, LLC 0.63% of their portfolio BRADENTON, FL 80,89480.9k $1.2m $1.2m 0.63% New
64 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 77,77777.8k $1.2m $1.2m 0.00% Reduced -5.2k -5,196
65 BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio NEW YORK, NY 77,06577.1k $1.1m $1.1m 0.03% Added +7.8k +7,750
66 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 75,80775.8k $1.1m $1.1m 0.00% Reduced -13.4k -13,372
67 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 75,63175.6k $1.1m $1.1m 0.00% Reduced -2.2k -2,200
68 Mariner, LLC 0.00% of their portfolio Overland Park, KS 71,73671.7k $1.1m $1.1m 0.00% Added +812 +812
69 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 71,03071.0k $1.1m $1.1m 0.02% Added +7.0k +6,977
70 DBA TRADING, LLC 1.04% of their portfolio FORT LAUDERDALE, FL 70,00070.0k $1.0m $1.0m 1.04% First filing
71 Legal & General Group Plc 0.00% of their portfolio London, X0 68,42068.4k $1.0m $1.0m 0.00% Reduced -8.6k -8,631
72 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio Englewood, NJ 67,85167.9k $1.0m $1.0m 0.07% Reduced -5.7k -5,721
73 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 65,34865.3k $968.5k $968.5k 0.00% Added +11.7k +11,700
74 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 61,12361.1k $905.8k $905.8k 0.00% Reduced -147.3k -147,326
75 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 60,90960.9k $902.7k $902.7k 0.00% Reduced -17.3k -17,345
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 60,23060.2k $892.6k $892.6k 0.00% Reduced -72 -72
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 51,49251.5k $764.0k $764.0k 0.00% Added +5.8k +5,812
78 Delaney Capital Management Ltd. 0.12% of their portfolio TORONTO, A6 49,22049.2k $729.4k $729.4k 0.12% First filing
79 Tidal Investments LLC 0.00% of their portfolio Milwaukee, WI 41,34341.3k $612.7k $612.7k 0.00% Added +243 +243
80 Handelsbanken Fonder AB 0.00% of their portfolio STOCKHOLM, V7 40,99241.0k $608.0k $608.0k 0.00% Reduced -10.1k -10,100
81 Campbell & CO Investment Adviser LLC 0.03% of their portfolio BALTIMORE, MD 38,12638.1k $565.0k $565.0k 0.03% New
82 AXQ CAPITAL, LP 0.12% of their portfolio JERSEY CITY, NJ 36,49036.5k $540.8k $540.8k 0.12% New
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 36,43736.4k $540.0k $540.0k 0.00% Unchanged
84 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 35,43635.4k $525.2k $525.2k 0.04% New
85 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 34,37134.4k $509.4k $509.4k 0.00% Reduced -4.5k -4,460
86 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 34,04834.0k $499.8k $499.8k 0.02% Reduced -1.8k -1,815
87 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 31,49931.5k $466.8k $466.8k 0.00% Reduced -2.0k -1,958
88 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 31,16531.2k $461.9k $461.9k 0.01% New
89 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 29,86129.9k $442.5k $442.5k 0.00% Reduced -130 -130
90 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 28,34128.3k $420.0k $420.0k 0.00% Added +14.8k +14,757
91 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 27,73727.7k $411.1k $411.1k 0.00% Reduced -18 -18
92 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 25,26825.3k $374.5k $374.5k 0.01% Reduced -32.2k -32,189
93 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 25,19325.2k $373.4k $373.4k 0.01% New
94 Dynamic Technology Lab Private Ltd 0.08% of their portfolio SINGAPORE, U0 24,71424.7k $367.0k $367.0k 0.08% Reduced -8.9k -8,876
95 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 24,67424.7k $365.7k $365.7k 0.00% Reduced -9.6k -9,563
96 Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio HONG KONG, K3 24,15824.2k $358.0k $358.0k 0.01% New
97 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 24,00024.0k $355.7k $355.7k 0.00% Reduced -44.9k -44,900
98 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 23,12123.1k $342.7k $342.7k 0.00% Reduced -6.7k -6,724
99 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 22,58522.6k $335.0k $335.0k 0.00% Added +9.7k +9,687
100 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 21,39021.4k $317.0k $317.0k 0.00% Unchanged