DRVN
Driven Brands Holdings Inc. · Consumer Cyclical · Auto - Dealerships
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow -1.2% ·
net new positions +12.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 22.11K | $260,228 | n/a | n/a |
| Q2 2026 | 76 | +1 | 40.43M | $563.59M | +11 | −10 |
| Q1 2026 | 78 | 0 | 45.08M | $567.85M | +11 | −11 |
| Q4 2025 | 78 | -1 | 49.91M | $739.70M | +1 | −2 |
| Q3 2025 | 16 | +2 | 29.37M | $473.21M | +2 | n/a |
| Q2 2025 | 11 | -2 | 19.07M | $334.81M | n/a | −2 |
| Q1 2025 | 10 | 0 | 4.92M | $84.35M | +1 | −1 |
| Q4 2024 | 10 | 0 | 6.09M | $98.22M | n/a | n/a |
| Q3 2024 | 9 | +1 | 6.74M | $96.18M | +1 | n/a |
| Q2 2024 | 8 | n/a | 8.56M | $108.68M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 6.30M | n/a | $101.43M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 2 | The Vanguard Group ✦ (passive) | 5.56M | -1.3% | $89.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 4.62M | -0.4% | $74.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 4 | Fidelity (FMR) ✦ | 3.91M | -5.5% | $62.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Goldman Sachs Group ✦ | 3.33M | n/a | $53.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Geode Capital Management ✦ (passive) | 1.56M | +2.4% | $25.10M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 1.39M | -3.1% | $22.34M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.05M | n/a | $16.86M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 9 | Millennium Management ✦ | 834.97K | -8.8% | $13.45M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Gotham Asset Management ✦ | 187.54K | -15.8% | $3.02M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Arrowstreet Capital ✦ | 168.28K | -34.0% | $2.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 147.90K | New | $2.38M | 0.0% | New | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 120.30K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 109.26K | +9.7% | $1.75M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 15 | Marshall Wace ✦ | 48.68K | -71.3% | $784,187 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 45.68K | +5.2% | $736,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $2.38M | 0.0% |
| Renaissance Technologies | $1.94M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 188 holders, 76.48M shares, $962.17M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.