Guru Ownership Trend
Guru Analysis for Dave & Buster's Entertainment, Inc. (PLAY)
Dave & Buster's Entertainment, Inc. (PLAY), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $12.58 M.
Top institutional holders include Steven Cohen and Lee Ainslie.
Institutional sentiment is currently Bullish. This is evidenced by a $3.21 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 186.8%. Conversely, Mario Gabelli reduced exposure by 13.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Dave & Buster's Entertainment, Inc. (PLAY)
Major holders include Steven Cohen ($5.65 M), Lee Ainslie ($5.28 M), HOTCHKIS & WILEY ($3.95 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.02 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.21 M, with 5 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited PLAY. The total reported sell value was $2.74 M.
Yes, 1 managers opened new positions in PLAY, and 4 increased their existing holdings. The total reported buy value was $5.94 M.
