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Dave & Buster's Entertainment, Inc.

PLAY Communication Services
$13.37 $-0.13 (-0.96%)
Market Cap: $464.47 M
Gurus Holding
4
Popularity Rank
#2463
% of Shares Held
2.89%
Net Activity (Q1 2026)
-$1.78 M

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 Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $13.4 M.

Top institutional holders include Steven Cohen and Paul Tudor Jones.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $1.78 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Lee Ainslie reduced exposure by 81.8%.

Key Holders

Top 5 by Value

$5.22 M
$2.1 M
$640,205

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.95 M
Total Buy Value
New Buys 0
Additions 3
-$7.73 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Dave & Buster's Entertainment, Inc. (PLAY)

Major holders include Steven Cohen ($5.22 M), Paul Tudor Jones ($2.9 M), Cliff Asness ($2.1 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $1.78 M, with 3 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 $7.73 M.

Yes, 0 managers opened new positions in PLAY, and 3 increased their existing holdings. The total reported buy value was $5.95 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 38.4% 482,168 $5.22 M Q1 2026
0.01% Add 2330.1% 267,577 $2.9 M Q1 2026
0.00% Add 457.5% 193,715 $2.1 M Q1 2026
0.01% Reduce -81.8% 59,114 $640,205 Q1 2026
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