Who owns Dave & Buster's Entertainment, Inc. (PLAY)
Which tracked institutional funds hold PLAY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PLAY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
31 tracked funds added or opened PLAY while 70 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PLAY’s largest tracked holder by dollar value, Hill Path Capital LP, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PLAY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 188 tracked filers holding PLAY, 101 increased or opened the position and 104 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PLAY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 18
- VANGUARD CAPITAL MANAGEMENT LLC$13M
- MILLENNIUM MANAGEMENT LLC$10M
- CIBC Bancorp USA Inc.$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- Trexquant Investment LP$3M
- CAPITAL FUND MANAGEMENT S.A.$2M
Full exits 16
- VANGUARD GROUP INC$36M
- Woodline Partners LP$6M
- CIBC WORLD MARKETS CORP$5M
- CITADEL ADVISORS LLC$4M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4M
- VICTORY CAPITAL MANAGEMENT INC$2M
Largest adds
- CenterBook Partners LP$7M
- MUFG Securities EMEA plc$5M
- HRT FINANCIAL LP$5M
- Incline Global Management LLC$3M
- TUDOR INVESTMENT CORP ET AL$3M
- PRUDENTIAL FINANCIAL INC$2M
Largest trims
- BlackRock, Inc.$44M
- Hill Path Capital LP$38M
- Patient Capital Management, LLC$14M
- NOMURA HOLDINGS INC$13M
- EMINENCE CAPITAL, LP$13M
- STATE STREET CORP$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Hill Path Capital LP | 7,119,255 | $77M | 13.7% | 2026-Q1 |
| NOMURA HOLDINGS INC | 2,411,191 | $26M | 4.7% | 2026-Q1 |
| EMINENCE CAPITAL, LP | 2,346,038 | $25M | 4.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,152,823 | $23M | 4.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,550,536 | $17M | 3.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,509,752 | $16M | 2.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,474,299 | $16M | 2.8% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 1,456,000 | $16M | 2.8% | 2026-Q1 |
| MUFG Securities EMEA plc added | 1,171,000 | $13M | 2.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,159,365 | $13M | 2.2% | 2026-Q1 |
| Patient Capital Management, LLC trimmed | 1,151,658 | $12M | 2.2% | 2026-Q1 |
| CenterBook Partners LP added | 1,003,674 | $11M | 1.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 887,207 | $10M | 1.7% | 2026-Q1 |
| Clearline Capital LP added | 829,594 | $9M | 1.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 690,821 | $7M | 1.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 677,690 | $7M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 674,810 | $7M | 1.3% | 2026-Q1 |
| SG Americas Securities, LLC added | 663,199 | $7M | 1.3% | 2026-Q1 |
| CastleKnight Management LP added | 619,365 | $7M | 1.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 509,617 | $6M | 1.0% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 482,168 | $5M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 480,517 | $5M | 0.9% | 2026-Q1 |
| ING GROEP NV | 451,000 | $5M | 0.9% | 2026-Q1 |
| Incline Global Management LLC added | 405,860 | $4M | 0.8% | 2026-Q1 |
| Fund 1 Investments, LLC trimmed | 383,228 | $4M | 0.7% | 2026-Q1 |
| Saba Capital Management, L.P. added | 382,606 | $4M | 0.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. trimmed | 335,369 | $4M | 0.6% | 2026-Q1 |
| CIBC WORLD MARKET INC. | 335,100 | $4M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 267,864 | $3M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 267,577 | $3M | 0.5% | 2026-Q1 |
| UBS Group AG added | 265,151 | $3M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 262,310 | $3M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 255,880 | $3M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 246,000 | $3M | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 238,535 | $3M | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 234,064 | $3M | 0.5% | 2026-Q1 |
| Trexquant Investment LP added | 231,207 | $3M | 0.4% | 2026-Q1 |
| NATIXIS trimmed | 207,700 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 191,798 | $2M | 0.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 186,601 | $2M | 0.4% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 185,887 | $2M | 0.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 184,499 | $2M | 0.4% | 2026-Q1 |
| Engineers Gate Manager LP added | 178,666 | $2M | 0.3% | 2026-Q1 |
| Centiva Capital, LP added | 161,882 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 158,205 | $2M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 150,018 | $2M | 0.3% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 126,871 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 124,027 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 121,618 | $1M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 111,095 | $1M | 0.2% | 2026-Q1 |
| Kazazian Asset Management, LLC added | 106,360 | $1M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 103,934 | $1M | 0.2% | 2026-Q1 |
| Weiss Asset Management LP added | 103,301 | $1M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 102,166 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 99,895 | $1M | 0.2% | 2026-Q1 |
| M.E. ALLISON & CO., INC. added | 97,700 | $1M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 90,649 | $982K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 86,672 | $939K | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 84,827 | $919K | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 77,941 | $844K | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP trimmed | 74,442 | $806K | 0.1% | 2026-Q1 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 72,744 | $788K | 0.1% | 2026-Q1 |
| Quinn Opportunity Partners LLC added | 71,429 | $774K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 69,992 | $758K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 67,908 | $735K | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 63,788 | $719K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 2,229,879 | $36M | 6.4% | 2025-Q4 stale |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 1,294,746 | $24M | 4.2% | 2025-Q3 stale |
| NORGES BANK trimmed | 154,215 | $10M | 1.7% | 2025-Q1 stale |
| Sea Cliff Partners Management, LP trimmed | 472,656 | $8M | 1.5% | 2025-Q1 stale |
| Woodline Partners LP added | 393,676 | $6M | 1.1% | 2025-Q4 stale |
| CIBC WORLD MARKETS CORP trimmed | 335,799 | $5M | 1.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 272,783 | $4M | 0.8% | 2025-Q4 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 243,940 | $4M | 0.7% | 2025-Q4 stale |
| Manatuck Hill Partners, LLC new | 120,000 | $4M | 0.6% | 2025-Q2 stale |
| NewEdge Wealth, LLC trimmed | 220,660 | $3M | 0.6% | 2025-Q3 stale |
| Nebula Research & Development LLC trimmed | 93,218 | $3M | 0.5% | 2025-Q2 stale |
| Greenland Capital Management LP new | 149,271 | $3M | 0.5% | 2025-Q1 stale |
| HENNESSY ADVISORS INC trimmed | 140,800 | $2M | 0.4% | 2025-Q1 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 124,745 | $2M | 0.4% | 2025-Q3 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 139,422 | $2M | 0.4% | 2025-Q4 stale |
| Ruffer LLP new | 130,065 | $2M | 0.4% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 129,307 | $2M | 0.4% | 2025-Q4 stale |
| First Eagle Investment Management, LLC new | 101,000 | $2M | 0.3% | 2025-Q3 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 95,986 | $2M | 0.3% | 2025-Q4 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD trimmed | 93,415 | $2M | 0.3% | 2025-Q4 stale |
| AMERIPRISE FINANCIAL INC trimmed | 75,963 | $1M | 0.2% | 2025-Q4 stale |
| WINTON GROUP Ltd trimmed | 65,874 | $1M | 0.2% | 2025-Q1 stale |
| Blueshift Asset Management, LLC added | 60,508 | $1M | 0.2% | 2025-Q3 stale |
| Keeley-Teton Advisors, LLC trimmed | 61,935 | $1M | 0.2% | 2025-Q1 stale |
| JENNISON ASSOCIATES LLC added | 31,893 | $959K | 0.2% | 2025-Q2 stale |
| EASTERLY INVESTMENT PARTNERS LLC trimmed | 31,261 | $940K | 0.2% | 2025-Q2 stale |
| GAMCO INVESTORS, INC. ET AL trimmed | 55,062 | $893K | 0.2% | 2025-Q4 stale |
| IMC-Chicago, LLC trimmed | 48,839 | $858K | 0.2% | 2025-Q1 stale |
| Alberta Investment Management Corp trimmed | 44,600 | $784K | 0.1% | 2025-Q1 stale |
| LMR Partners LLP trimmed | 47,631 | $772K | 0.1% | 2025-Q4 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. | 42,000 | $763K | 0.1% | 2025-Q3 stale |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 44,658 | $724K | 0.1% | 2025-Q4 stale |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 42,923 | $696K | 0.1% | 2025-Q4 stale |
| Cerity Partners LLC added | 22,654 | $681K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.