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 ($6.5k this quarter). Holder counts are more reliable. Shares outstanding: 165.0m as of 2026-06-09, 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 ≈ $13.93. Options: 9 managers hold calls ($66.0m notional), 3 hold puts ($200.7k).
Trends to Q2 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 |
| Q2 2026 | 193 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 107 | 84 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.7m | $1.1m | 0.67 |
| Q4 2025 | $300.8k | $930.7k | 3.09 |
| Q1 2026 | $5.9m | $448.9k | 0.08 |
| Q2 2026 | $66.0m | $200.7k | 0.00 |
Biggest buyers
| Rubric Capital Management LP | Added | +2.3m |
| FMR LLC | Added | +1.3m |
| One Fin Capital Management LP | Added | +1.2m |
| ADW Capital Management, LLC | Added | +1.0m |
| BlackRock, Inc. | Added | +471.1k |
| FLAX POND CAPITAL, LLC | Added | +461.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +401.4k |
| Quantinno Capital Management LP | Added | +388.8k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | +364.2k |
| Caption Management, LLC | New | +241.2k |
Biggest sellers
| North Peak Capital Management, LLC | Sold out | -5.1m |
| Emeth Value Capital, LLC | Reduced | -3.0m |
| BANK OF MONTREAL /CAN/ | Sold out | -2.1m |
| JPMORGAN CHASE & CO | Reduced | -1.6m |
| HG Vora Capital Management, LLC | Sold out | -950.0k |
| MORGAN STANLEY | Reduced | -669.5k |
| GRIZZLYROCK CAPITAL, LLC | Reduced | -549.0k |
| HENNESSY ADVISORS INC | Sold out | -505.7k |
| CITADEL ADVISORS LLC | Reduced | -410.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -382.6k |
Biggest calls
| ADW Capital Management, LLC | New | $40.4m2.9m shares |
| JANE STREET GROUP, LLC | New | $9.5m682.0k shares |
| Caption Management, LLC | New | $7.9m565.0k shares |
| CITADEL ADVISORS LLC | Added | $2.8m200.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.3m168.1k shares |
| CastleKnight Management LP | New | $1.3m90.0k shares |
| SIMPLEX TRADING, LLC | Added | $878.2k63.0k shares |
| IMC-Chicago, LLC | Added | $818.3k58.7k shares |
| GROUP ONE TRADING LLC | New | $69.7k5.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $178.4k12.8k shares |
| GROUP ONE TRADING LLC | Added | $15.3k1.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.0k500 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 9.5m $132.6m | Added +1.3m |
| Rubric Capital Management LP 0.68% of their portfolio | 5.3m $73.9m | Added +2.3m |
| ADW Capital Management, LLC 25.45% of their portfolio | 5.0m $69.7m | Added +1.0m |
| BlackRock, Inc. 0.00% of their portfolio | 4.8m $67.1m | Added +471.1k |
| BAMCO INC /NY/ 0.09% of their portfolio | 4.5m $62.8m | Added +2.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.4m $47.2m | Reduced -382.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 2.8m $39.5m | Added +96.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.6m $36.5m | Added +41.3k |
| Jupiter Topco LLC 0.01% of their portfolio | 2.5m $35.2m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.3m $32.6m | Reduced -20.7k |
| Simcoe Capital Management, LLC 6.11% of their portfolio | 2.3m $31.5m | Added +153.5k |
| One Fin Capital Management LP 8.54% of their portfolio | 1.8m $24.4m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $23.3m | Added +91.3k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $20.4m | Added +90.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.3m $17.6m | Reduced -203.3k |
| Quantinno Capital Management LP 0.02% of their portfolio | 1.1m $15.9m | Added +388.8k |
| Emeth Value Capital, LLC 49.64% of their portfolio | 1.0m $14.3m | Reduced -3.0m |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 1.0m $14.1m | Added +71.4k |
| PRIVATE MANAGEMENT GROUP INC 0.37% of their portfolio | 1.0m $14.1m | Reduced -7.5k |
| Conversant Capital LLC 1.64% of their portfolio | 1.0m $13.9m | Unchanged |
| Elgethun Capital Management 1.83% of their portfolio | 944.0k $13.2m | Added +1.8k |
| FLAX POND CAPITAL, LLC 4.38% of their portfolio | 891.8k $11.8m | Added +461.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 729.7k $10.2m | Added +103.4k |
| GRIZZLYROCK CAPITAL, LLC 6.06% of their portfolio | 622.0k $8.7m | Reduced -549.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 580.7k $8.1m | Added +30.4k |
| Norwood Investment Partners, LP 10.30% of their portfolio | 534.8k $7.5m | Reduced -94.2k |
| Rangeley Capital, LLC 6.72% of their portfolio | 518.2k $7.2m | Reduced -107.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 503.4k $7.0m | Added +50.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 453.0k $6.3m | Added +401.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 438.3k $6.1m | Reduced -143.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 424.5k $5.9m | Added +14.3k |
| EVR Research LP 2.75% of their portfolio | 400.0k $5.6m | Reduced -140.0k |
| Seven Six Capital Management, LLC 4.88% of their portfolio | 383.1k $5.3m | Added +75.2k |
| MORGAN STANLEY 0.00% of their portfolio | 380.5k $5.3m | Reduced -669.5k |
| Verition Fund Management LLC 0.04% of their portfolio | 372.3k $5.2m | Reduced -11.3k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.33% of their portfolio | 364.2k $5.1m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 354.5k $4.9m | Added +164.7k |
| Ewing Morris & Co. Investment Partners Ltd. 2.48% of their portfolio | 341.0k $4.8m | Reduced -65.0k |
| UBS Group AG 0.00% of their portfolio | 317.8k $4.4m | Added +8.6k |
| Pullen Investment Management, LLC 1.87% of their portfolio | 289.7k $4.0m | Added +94.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 266.5k $3.7m | Added +8.5k |
| CastleKnight Management LP 0.13% of their portfolio | 247.6k $3.5m | Unchanged |
| Caption Management, LLC 0.12% of their portfolio | 241.2k $3.4m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.21% of their portfolio | 228.8k $3.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 173.4k $2.4m | Added +25.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 170.1k $2.4m | Reduced -22.9k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 163.6k $2.3m | Added +27.1k |
| DBA TRADING, LLC 0.95% of their portfolio | 150.0k $1.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 143.2k $2.0m | Added +16.9k |
| Orchard Capital Management, LLC 2.01% of their portfolio | 131.8k $1.8m | New |
| Edgestream Partners, L.P. 0.05% of their portfolio | 129.2k $1.8m | Reduced -4.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 125.1k $1.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 120.3k $1.7m | Added +106.6k |
| Swiss National Bank 0.00% of their portfolio | 115.5k $1.6m | Reduced -14.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 112.5k $1.6m | Reduced -410.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 111.6k $1.6m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 110.7k $1.5m | Added +15.4k |
| Invesco Ltd. 0.00% of their portfolio | 109.7k $1.5m | Reduced -3.8k |
| III Capital Management 0.39% of their portfolio | 109.0k $1.5m | Added +34.3k |
| BARCLAYS PLC 0.00% of their portfolio | 107.5k $1.5m | Added +65.5k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 104.2k $1.5m | Added +53.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 104.2k $1.5m | New |
| Divisadero Street Capital Management, LP 0.03% of their portfolio | 100.0k $1.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 87.2k $1.2m | Reduced -1.9k |
| Timelo Investment Management Inc. 1.45% of their portfolio | 83.0k $1.2m | Reduced -42.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 76.9k $1.1m | Added +14.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 75.6k $953.7k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 75.5k $1.1m | Added +1.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 72.7k $1.0m | Reduced -114.4k |
| Man Group plc 0.00% of their portfolio | 63.2k $880.6k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 60.1k $837.4k | Added +36.2k |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 60.0k $837.0k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 57.5k $801.5k | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 53.0k $739.0k | Added +29.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 50.8k $695.7k | Added +17.7k |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 50.2k $699.6k | Added +16.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 50.0k $697.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 49.0k $683.3k | Reduced -3.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 47.4k $701.8k | Reduced -1.6m |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 47.3k $659.8k | Added +9.0k |
| LPL Financial LLC 0.00% of their portfolio | 46.0k $640.8k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 45.7k $631.2k | Reduced -44.2k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 41.0k $571.0k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 38.9k $542.7k | Added +2.5k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 38.2k $532.5k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 37.7k $526.2k | Added +10.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 36.2k $504.0k | Added +3.1k |
| JBF Capital, Inc. 0.06% of their portfolio | 35.3k $491.9k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 35.1k $489.0k | New |
| Atom Investors LP 0.04% of their portfolio | 34.7k $483.8k | Reduced -78.2k |
| CITIGROUP INC 0.00% of their portfolio | 34.6k $482.0k | Added +28.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 34.4k $479.2k | Added +1.6k |
| ZWJ INVESTMENT COUNSEL INC 0.01% of their portfolio | 31.9k $444.6k | New |
| IMC-Chicago, LLC 0.00% of their portfolio | 30.8k $428.7k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 30.6k $426.4k | Reduced -498 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 28.1k $391.1k | Added +25 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 25.2k $351.6k | Reduced -4.2k |
| Arax Advisory Partners 0.00% of their portfolio | 24.8k $346.0k | Added +6.4k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 24.0k $335.1k | Reduced -49 |
| Engineers Gate Manager LP 0.00% of their portfolio | 22.3k $310.2k | New |