DRIVEN BRANDS HLDGS INC DRVN
COM · Common Stock · CUSIP 26210V102
- IndustryServices-Automotive Repair, Services & Parking
- HeadquartersCharlotte, NC
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 159 |
| Q4 2022 | 154 |
| Q1 2023 | 162 |
| Q2 2023 | 157 |
| Q3 2023 | 176 |
| Q4 2023 | 184 |
| Q1 2024 | 170 |
| Q2 2024 | 162 |
| Q3 2024 | 172 |
| Q4 2024 | 175 |
| Q1 2025 | 183 |
| Q2 2025 | 181 |
| Q3 2025 | 203 |
| Q4 2025 | 199 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 103 | 96 |
| Q2 2024 | 95 | 89 |
| Q3 2024 | 92 | 75 |
| Q4 2024 | 68 | 76 |
| Q1 2025 | 98 | 70 |
| Q2 2025 | 91 | 83 |
| Q3 2025 | 101 | 87 |
| Q4 2025 | 101 | 111 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.1m | $727.8k | 0.67 |
| Q2 2025 | $622.8k | $335.3k | 0.54 |
| Q3 2025 | $1.7m | $1.1m | 0.67 |
| Q4 2025 | $300.8k | $930.7k | 3.09 |
Biggest buyers
| Boston Partners | Added | +3.2m |
| FMR LLC | Added | +1.6m |
| North Peak Capital Management, LLC | Added | +1.1m |
| Emeth Value Capital, LLC | Added | +582.3k |
| BANK OF AMERICA CORP /DE/ | Added | +577.9k |
| LONESTAR CAPITAL MANAGEMENT LLC | New | +560.0k |
| GOLDMAN SACHS GROUP INC | Added | +491.9k |
| Russell Investments Group, Ltd. | Added | +456.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +428.5k |
| UBS Group AG | Added | +397.1k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -3.1m |
| Quantinno Capital Management LP | Reduced | -936.0k |
| Nuveen, LLC | Reduced | -623.2k |
| J. Goldman & Co LP | Sold out | -578.9k |
| ADVISORY RESEARCH INC | Reduced | -519.6k |
| Western Standard LLC | Reduced | -390.0k |
| HG Vora Capital Management, LLC | Reduced | -350.0k |
| KESTREL INVESTMENT MANAGEMENT CORP | Sold out | -200.2k |
| ROYAL BANK OF CANADA | Reduced | -194.5k |
| Squarepoint Ops LLC | Sold out | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $73.9k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $3.4m | $3.4m |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 5.9m $86.7m | Added +288.8k |
| FMR LLC 0.00% of their portfolio | 5.5m $81.1m | Added +1.6m |
| HG Vora Capital Management, LLC 29.38% of their portfolio | 5.2m $77.8m | Reduced -350.0k |
| BAMCO INC /NY/ 0.20% of their portfolio | 5.0m $74.1m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 4.7m $69.2m | Added +51.1k |
| North Peak Capital Management, LLC 6.47% of their portfolio | 4.0m $59.1m | Added +1.1m |
| Emeth Value Capital, LLC 70.35% of their portfolio | 3.8m $57.0m | Added +582.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.8m $56.7m | Added +491.9k |
| Boston Partners 0.05% of their portfolio | 3.4m $50.8m | Added +3.2m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.2m $47.9m | Reduced -3.1m |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 2.5m $36.7m | Added +209.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.2m $32.0m | Added +354.5k |
| Simcoe Capital Management, LLC 5.58% of their portfolio | 2.1m $31.2m | Unchanged |
| One Fin Capital Management LP 8.49% of their portfolio | 1.6m $24.3m | Added +50.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.5m $22.8m | Reduced -22.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $20.1m | Reduced -29.3k |
| Ararat Capital Management LP 9.27% of their portfolio | 1.3m $18.8m | Added +172.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.3m $18.7m | Added +428.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $17.8m | Added +577.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $15.8m | Added +20.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 971.1k $14.4m | Added +189.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 691.1k $10.2m | Added +456.9k |
| UBS Group AG 0.00% of their portfolio | 629.0k $9.3m | Added +397.1k |
| Norwood Investment Partners, LP 9.51% of their portfolio | 570.0k $8.4m | Added +330.6k |
| LONESTAR CAPITAL MANAGEMENT LLC 4.44% of their portfolio | 560.0k $8.3m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 544.7k $8.1m | Reduced -10.9k |
| Elgethun Capital Management 1.36% of their portfolio | 532.5k $7.9m | Added +18.6k |
| HENNESSY ADVISORS INC 0.27% of their portfolio | 523.2k $7.8m | Reduced -34.0k |
| GRIZZLYROCK CAPITAL, LLC 5.78% of their portfolio | 520.7k $7.7m | Reduced -90.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 501.3k $7.4m | Added +782 |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 485.0k $7.2m | Added +330.0k |
| Ewing Morris & Co. Investment Partners Ltd. 2.50% of their portfolio | 382.2k $5.7m | Unchanged |
| III Capital Management 1.09% of their portfolio | 330.6k $4.9m | Added +35.0k |
| Western Standard LLC 2.07% of their portfolio | 303.4k $4.5m | Reduced -390.0k |
| Seven Six Capital Management, LLC 4.38% of their portfolio | 294.0k $4.4m | Added +80.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 266.9k $4.0m | Added +17.1k |
| Blackstone Inc. 0.02% of their portfolio | 250.7k $3.7m | Not comparable |
| CastleKnight Management LP 0.21% of their portfolio | 247.6k $3.7m | Unchanged |
| Quantinno Capital Management LP 0.01% of their portfolio | 236.8k $3.5m | Reduced -936.0k |
| Verition Fund Management LLC 0.02% of their portfolio | 224.6k $3.3m | Reduced -104.1k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 219.5k $3.3m | Added +32.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 195.6k $2.9m | Added +86.3k |
| FLAX POND CAPITAL, LLC 2.10% of their portfolio | 190.6k $2.8m | First filing |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 178.8k $2.6m | Added +1.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 163.6k $2.4m | New |
| Nuveen, LLC 0.00% of their portfolio | 153.1k $2.3m | Reduced -623.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 151.6k $2.2m | New |
| ADVISORY RESEARCH INC 0.27% of their portfolio | 146.2k $2.2m | Reduced -519.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 145.3k $2.2m | Added +18.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 132.3k $2.0m | Reduced -2.5k |
| Swiss National Bank 0.00% of their portfolio | 129.7k $1.9m | Added +2.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 128.3k $1.9m | Added +6.6k |
| BARCLAYS PLC 0.00% of their portfolio | 119.5k $1.8m | Added +7.7k |
| SG Americas Securities, LLC 0.00% of their portfolio | 117.0k $1.7m | Added +97.9k |
| Atom Investors LP 0.13% of their portfolio | 113.8k $1.7m | New |
| Invesco Ltd. 0.00% of their portfolio | 112.6k $1.7m | Reduced -3.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 103.0k $1.5m | Reduced -916 |
| OpenArc Corporate Advisory, LLC 0.02% of their portfolio | 97.0k $1.4m | First filing |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 96.9k $1.4m | Reduced -64.3k |
| Cinctive Capital Management LP 0.08% of their portfolio | 90.0k $1.3m | Added +14.3k |
| Edgestream Partners, L.P. 0.04% of their portfolio | 85.6k $1.3m | New |
| Inspire Investing, LLC 0.11% of their portfolio | 81.9k $1.2m | New |
| Pullen Investment Management, LLC 0.63% of their portfolio | 80.9k $1.2m | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 77.8k $1.2m | Reduced -5.2k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 77.1k $1.1m | Added +7.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 75.8k $1.1m | Reduced -13.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 75.6k $1.1m | Reduced -2.2k |
| Mariner, LLC 0.00% of their portfolio | 71.7k $1.1m | Added +812 |
| Summit Trail Advisors, LLC 0.02% of their portfolio | 71.0k $1.1m | Added +7.0k |
| DBA TRADING, LLC 1.04% of their portfolio | 70.0k $1.0m | First filing |
| Legal & General Group Plc 0.00% of their portfolio | 68.4k $1.0m | Reduced -8.6k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio | 67.9k $1.0m | Reduced -5.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 65.3k $968.5k | Added +11.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.1k $905.8k | Reduced -147.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 60.9k $902.7k | Reduced -17.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 60.2k $892.6k | Reduced -72 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.5k $764.0k | Added +5.8k |
| Delaney Capital Management Ltd. 0.12% of their portfolio | 49.2k $729.4k | First filing |
| Tidal Investments LLC 0.00% of their portfolio | 41.3k $612.7k | Added +243 |
| Handelsbanken Fonder AB 0.00% of their portfolio | 41.0k $608.0k | Reduced -10.1k |
| Campbell & CO Investment Adviser LLC 0.03% of their portfolio | 38.1k $565.0k | New |
| AXQ CAPITAL, LP 0.12% of their portfolio | 36.5k $540.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.4k $540.0k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 35.4k $525.2k | New |
| Creative Planning 0.00% of their portfolio | 34.4k $509.4k | Reduced -4.5k |
| Wedmont Private Capital 0.02% of their portfolio | 34.0k $499.8k | Reduced -1.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.5k $466.8k | Reduced -2.0k |
| Vise Technologies, Inc. 0.01% of their portfolio | 31.2k $461.9k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 29.9k $442.5k | Reduced -130 |
| Orion Porfolio Solutions, LLC 0.00% of their portfolio | 28.3k $420.0k | Added +14.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 27.7k $411.1k | Reduced -18 |
| XTX Topco Ltd 0.01% of their portfolio | 25.3k $374.5k | Reduced -32.2k |
| Bleakley Financial Group, LLC 0.01% of their portfolio | 25.2k $373.4k | New |
| Dynamic Technology Lab Private Ltd 0.08% of their portfolio | 24.7k $367.0k | Reduced -8.9k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 24.7k $365.7k | Reduced -9.6k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 24.2k $358.0k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 24.0k $355.7k | Reduced -44.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 23.1k $342.7k | Reduced -6.7k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 22.6k $335.0k | Added +9.7k |
| Advisory Services Network, LLC 0.00% of their portfolio | 21.4k $317.0k | Unchanged |