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 ($42.8k this quarter). Holder counts are more reliable. Shares outstanding: 164.9m as of 2026-05-15, 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 ≈ $12.60. Options: 7 managers hold calls ($5.9m notional), 3 hold puts ($448.9k).
Trends to Q1 2026
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 |
| Q1 2026 | 189 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 94 | 119 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $622.8k | $335.3k | 0.54 |
| Q3 2025 | $1.7m | $1.1m | 0.67 |
| Q4 2025 | $300.8k | $930.7k | 3.09 |
| Q1 2026 | $5.9m | $448.9k | 0.08 |
Biggest buyers
| ADW Capital Management, LLC | New | +4.0m |
| Rubric Capital Management LP | New | +3.0m |
| FMR LLC | Added | +2.8m |
| BANK OF MONTREAL /CAN/ | Added | +1.9m |
| North Peak Capital Management, LLC | Added | +1.1m |
| PRIVATE MANAGEMENT GROUP INC | New | +1.0m |
| Conversant Capital LLC | New | +1.0m |
| GRIZZLYROCK CAPITAL, LLC | Added | +650.2k |
| TWO SIGMA INVESTMENTS, LP | New | +626.3k |
| Rangeley Capital, LLC | New | +625.5k |
Biggest sellers
| HG Vora Capital Management, LLC | Reduced | -4.3m |
| Boston Partners | Sold out | -3.4m |
| JPMORGAN CHASE & CO | Reduced | -1.6m |
| Ararat Capital Management LP | Reduced | -1.2m |
| One Fin Capital Management LP | Reduced | -1.1m |
| Qube Research & Technologies Ltd | Sold out | -971.1k |
| Russell Investments Group, Ltd. | Reduced | -652.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -617.1k |
| LONESTAR CAPITAL MANAGEMENT LLC | Sold out | -560.0k |
| BAMCO INC /NY/ | Reduced | -500.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m262.5k shares |
| ExodusPoint Capital Management, LP | New | $1.0m80.0k shares |
| NOMURA HOLDINGS INC | New | $630.5k50.0k shares |
| CITADEL ADVISORS LLC | New | $373.3k29.6k shares |
| SIMPLEX TRADING, LLC | Added | $340.5k27.0k shares |
| IMC-Chicago, LLC | New | $194.2k15.4k shares |
| SUMMIT SECURITIES GROUP LLC | New | $74.4k5.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $353.1k28.0k shares |
| SIMPLEX TRADING, LLC | Added | $84.5k6.7k shares |
| GROUP ONE TRADING LLC | Reduced | $11.3k900 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 1 | $750.0k | $750.0k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-21 | O'Melia Scott L. Chief Legal Officer | Sold plan | $750.0k46.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 8.2m $103.8m | Added +2.8m |
| North Peak Capital Management, LLC 10.60% of their portfolio | 5.1m $63.7m | Added +1.1m |
| BAMCO INC /NY/ 0.17% of their portfolio | 4.5m $56.7m | Reduced -500.1k |
| BlackRock, Inc. 0.00% of their portfolio | 4.3m $54.8m | Reduced -328.7k |
| ADW Capital Management, LLC 22.02% of their portfolio | 4.0m $50.4m | New |
| Emeth Value Capital, LLC 76.31% of their portfolio | 4.0m $50.3m | Added +146.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.8m $47.6m | Reduced -55.3k |
| Rubric Capital Management LP 0.46% of their portfolio | 3.0m $37.8m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.7m $34.5m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $32.5m | First filing |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 2.5m $31.3m | Added +7.1k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.4m $29.8m | Added +200.8k |
| Simcoe Capital Management, LLC 4.92% of their portfolio | 2.1m $26.5m | Unchanged |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 2.1m $26.2m | Added +1.9m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $19.7m | Reduced -1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $19.9m | Added +44.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.5m $18.5m | Added +202.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $17.4m | Added +19.1k |
| GRIZZLYROCK CAPITAL, LLC 11.69% of their portfolio | 1.2m $14.8m | Added +650.2k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $13.2m | Reduced -16.5k |
| PRIVATE MANAGEMENT GROUP INC 0.37% of their portfolio | 1.0m $12.8m | New |
| Conversant Capital LLC 1.69% of their portfolio | 1.0m $12.6m | New |
| HG Vora Capital Management, LLC 6.28% of their portfolio | 950.0k $12.0m | Reduced -4.3m |
| Elgethun Capital Management 1.97% of their portfolio | 942.3k $11.9m | Added +409.7k |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 939.6k $11.8m | Added +454.6k |
| Quantinno Capital Management LP 0.02% of their portfolio | 749.3k $9.4m | Added +512.5k |
| Norwood Investment Partners, LP 12.21% of their portfolio | 629.0k $7.9m | Added +59.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 626.3k $7.9m | New |
| Rangeley Capital, LLC 8.52% of their portfolio | 625.5k $7.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 581.3k $7.3m | Reduced -617.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 550.2k $6.9m | Added +5.5k |
| EVR Research LP 3.88% of their portfolio | 540.0k $6.8m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 522.6k $6.6m | Added +371.1k |
| HENNESSY ADVISORS INC 0.23% of their portfolio | 505.7k $6.4m | Reduced -17.5k |
| One Fin Capital Management LP 2.43% of their portfolio | 500.0k $6.3m | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 452.6k $5.7m | Reduced -48.8k |
| FLAX POND CAPITAL, LLC 4.36% of their portfolio | 430.0k $5.4m | Added +239.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 410.2k $5.2m | First filing |
| Ewing Morris & Co. Investment Partners Ltd. 2.31% of their portfolio | 406.0k $5.1m | Added +23.8k |
| Verition Fund Management LLC 0.05% of their portfolio | 383.5k $4.8m | Added +158.9k |
| UBS Group AG 0.00% of their portfolio | 309.2k $3.9m | Reduced -319.8k |
| Seven Six Capital Management, LLC 4.17% of their portfolio | 307.8k $3.9m | Added +13.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 258.0k $3.3m | Reduced -8.8k |
| CastleKnight Management LP 0.15% of their portfolio | 247.6k $3.1m | Unchanged |
| Pullen Investment Management, LLC 1.24% of their portfolio | 195.2k $2.5m | Added +114.3k |
| Corient Private Wealth LP 0.00% of their portfolio | 193.0k $2.4m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 189.8k $2.4m | Added +92.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 187.0k $2.4m | Added +8.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 177.3k $2.2m | New |
| DBA TRADING, LLC 0.94% of their portfolio | 150.0k $1.9m | Added +80.0k |
| Nuveen, LLC 0.00% of their portfolio | 147.7k $1.9m | Reduced -5.4k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 136.5k $1.7m | New |
| Edgestream Partners, L.P. 0.06% of their portfolio | 133.5k $1.7m | Added +47.9k |
| Swiss National Bank 0.00% of their portfolio | 129.7k $1.6m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 126.3k $1.6m | Added +23.3k |
| Timelo Investment Management Inc. 2.16% of their portfolio | 125.0k $1.6m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 123.5k $1.6m | New |
| Invesco Ltd. 0.00% of their portfolio | 113.5k $1.4m | Added +902 |
| Blueshift Asset Management, LLC 0.43% of their portfolio | 113.4k $1.4m | New |
| Atom Investors LP 0.10% of their portfolio | 112.9k $1.4m | Reduced -855 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 95.2k $1.2m | Reduced -33.0k |
| Ararat Capital Management LP 0.65% of their portfolio | 91.6k $1.2m | Reduced -1.2m |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 90.0k $1.1m | Reduced -105.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 89.1k $1.1m | Added +28.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 82.2k $1.0m | Added +21.1k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 80.1k $1.0m | Reduced -139.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 75.6k $1.1m | Unchanged |
| III Capital Management 0.38% of their portfolio | 74.8k $942.8k | Reduced -255.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 74.3k $937.2k | Reduced -1.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 62.8k $792.0k | Added +11.3k |
| K2 PRINCIPAL FUND, L.P. 0.08% of their portfolio | 62.4k $786.5k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 60.5k $762.6k | Reduced -432 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 57.5k $725.0k | First filing |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 52.9k $717.3k | Added +17.4k |
| Legal & General Group Plc 0.00% of their portfolio | 52.5k $661.4k | Reduced -16.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 51.5k $649.4k | Added +37.7k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 51.0k $644.0k | Reduced -26.7k |
| BARCLAYS PLC 0.00% of their portfolio | 42.0k $529.9k | Reduced -77.5k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 41.0k $517.0k | Unchanged |
| Shay Capital LLC 0.07% of their portfolio | 40.9k $515.7k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 38.3k $483.0k | Reduced -652.8k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 36.4k $459.5k | Unchanged |
| JBF Capital, Inc. 0.07% of their portfolio | 35.3k $445.0k | New |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 33.8k $425.6k | Reduced -37.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 33.1k $414.1k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 33.1k $417.0k | Reduced -83.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 32.8k $412.7k | Added +2.9k |
| Vise Technologies, Inc. 0.01% of their portfolio | 31.2k $461.9k | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.1k $392.0k | Reduced -414 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 29.4k $371.2k | Reduced -115.8k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 28.0k $353.4k | Added +291 |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 27.4k $344.9k | Reduced -49.7k |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 24.7k $311.6k | Added +8.6k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 24.1k $303.7k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.9k $301.3k | Reduced -41.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 23.8k $300.2k | Added +684 |
| Calamos Advisors LLC 0.00% of their portfolio | 22.6k $285.1k | New |
| Calamos Wealth Management LLC 0.01% of their portfolio | 22.6k $285.1k | New |
| Advisory Services Network, LLC 0.00% of their portfolio | 20.0k $252.2k | Reduced -1.4k |
| Gem Investment Advisors, LLC 0.24% of their portfolio | 19.1k $241.3k | Unchanged |