Dave & Buster's Entertainmen (PLAY) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $75.4M

PLAY ranks #3356 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

174 institutions disclose a position in PLAY, but none treat it as a major bet — even Hill Path Capital LP, its most concentrated holder, allocates just 4.2% of its own portfolio to it.

GAMMA Investing LLC has added to its PLAY position for two straight quarters, increasing it by $7.0K to reach $9.3K today.

M.e. Allison & Co., Inc. has trimmed its PLAY position for two straight quarters, cutting it by $466.7K while still holding $591.4K.

PLAY is down 3.2% today, but institutions show net buying of $75.4M this quarter — a divergence between today's price move and the underlying institutional flow.

PLAY reported a net loss of $88.6M over the trailing twelve months.

• Not yet profitable — net loss of $88.6M over the trailing twelve months
• Revenue declined 1.5% year over year
• Net income declined year over year, from $38.6M to -$88.6M
• Generated $290.8M in positive operating cash flow
• Current ratio of 0.29x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting