PLANET FITNESS INC PLNT
CL A · Common Stock · CUSIP 72703H101 · ISIN US72703H1014
US multinational fitness center chain
- SectorConsumer discretionary
- IndustryServices-Membership Sports & Recreation Clubs
- HeadquartersHampton, NH
- Founded1992
- Websiteplanetfitness.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.93. Options: 16 managers hold calls ($68.3m notional), 16 hold puts ($98.0m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 324 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $54.9m | $91.1m | 1.66 |
| Q4 2022 | $68.3m | $98.0m | 1.43 |
Biggest buyers
| LORD, ABBETT & CO. LLC | Added | +1.3m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +721.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +637.6k |
| EAGLE ASSET MANAGEMENT INC | Added | +534.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +485.4k |
| Hood River Capital Management LLC | New | +441.7k |
| PICTET ASSET MANAGEMENT SA | Added | +339.1k |
| Artemis Investment Management LLP | Added | +322.2k |
| STRS OHIO | New | +320.0k |
| Amundi | Added | +288.8k |
Biggest sellers
| AXA S.A. | Reduced | -735.9k |
| CITADEL ADVISORS LLC | Reduced | -630.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -619.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -557.4k |
| Holocene Advisors, LP | Reduced | -390.4k |
| Davidson Kempner Capital Management LP | Sold out | -378.3k |
| JPMORGAN CHASE & CO | Reduced | -320.3k |
| Emerson Point Capital LP | Reduced | -271.2k |
| BlackRock Inc. | Reduced | -270.5k |
| FRANKLIN RESOURCES INC | Reduced | -255.8k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $15.5m196.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.8m188.2k shares |
| JANE STREET GROUP, LLC | Added | $14.8m187.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $5.0m64.0k shares |
| GROUP ONE TRADING LLC | Reduced | $4.1m51.6k shares |
| ROYAL BANK OF CANADA | New | $3.3m41.8k shares |
| Squarepoint Ops LLC | Unchanged | $3.2m41.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $3.2m40.3k shares |
| Walleye Trading LLC | Reduced | $1.6m20.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m13.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $31.1m394.7k shares |
| PEAK6 Investments LLC | Reduced | $13.8m175.0k shares |
| Chanos & Co LP | First filing | $10.9m137.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $9.2m116.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.2m103.8k shares |
| D. E. Shaw & Co., Inc. | Added | $7.5m95.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $4.0m50.2k shares |
| Squarepoint Ops LLC | Unchanged | $3.3m42.0k shares |
| GROUP ONE TRADING LLC | Reduced | $3.2m40.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.2m27.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| T. Rowe Price Investment Management, Inc. 13G · institution -4.2 pts · filed 2026-08-14 | 10.5% |
| BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-04-07 | 10.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.4% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (3.7%, 2026-05-15), STEADFAST CAPITAL MANAGEMENT LP (2.8%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $14.4m | — |
| Q1 2022 | 0 | — | 1 | — | — |
| Q2 2022 | 0 | — | 1 | $13.3k | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 8.5m $666.1m | Reduced -270.5k |
| VANGUARD GROUP INC 0.02% of their portfolio | 7.7m $605.0m | Added +161.0k |
| SRS Investment Management, LLC 9.91% of their portfolio | 7.0m $548.2m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.10% of their portfolio | 2.8m $221.6m | Reduced -209.5k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.7m $214.4m | Reduced -320.3k |
| Amundi 0.12% of their portfolio | 2.5m $212.3m | Added +288.8k |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.2m $172.1m | Reduced -557.4k |
| Bares Capital Management, Inc. 6.19% of their portfolio | 2.1m $162.6m | Added +49.0k |
| TSG Consumer Partners LP 5.59% of their portfolio | 2.0m $160.2m | Unchanged |
| EAGLE ASSET MANAGEMENT INC 0.97% of their portfolio | 2.0m $157.7m | Added +534.9k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.0m $156.0m | Reduced -83.0k |
| Champlain Investment Partners, LLC 0.99% of their portfolio | 2.0m $154.4m | Reduced -27.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.57% of their portfolio | 1.9m $148.2m | Added +721.0k |
| LORD, ABBETT & CO. LLC 0.25% of their portfolio | 1.8m $140.5m | Added +1.3m |
| FEDERATED HERMES, INC. 0.37% of their portfolio | 1.7m $134.4m | Reduced -118.4k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.6m $122.5m | Reduced -255.8k |
| Invesco Ltd. 0.04% of their portfolio | 1.5m $120.3m | Added +66.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.08% of their portfolio | 1.3m $99.3m | Reduced -35.9k |
| Artemis Investment Management LLP 1.12% of their portfolio | 1.2m $98.8m | Added +322.2k |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $98.1m | Reduced -21.7k |
| FMR LLC 0.01% of their portfolio | 1.2m $94.7m | Reduced -144.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $87.7m | Added +50.5k |
| BAMCO INC /NY/ 0.26% of their portfolio | 1.0m $78.8m | Unchanged |
| FRED ALGER MANAGEMENT, LLC 0.42% of their portfolio | 987.8k $77.8m | Added +51.6k |
| AXA S.A. 0.27% of their portfolio | 957.7k $75.5m | Reduced -735.9k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 881.1k $69.4m | Added +637.6k |
| Holocene Advisors, LP 0.40% of their portfolio | 818.1k $64.5m | Reduced -390.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 808.5k $63.7m | Added +22.9k |
| NORGES BANK 0.02% of their portfolio | 799.7k $63.0m | Added +76.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 769.8k $60.7m | Added +106.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 759.9k $59.9m | Reduced -619.9k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 707.1k $55.7m | Added +103.7k |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 651.4k $51.3m | Reduced -110.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 649.0k $51.1m | Reduced -62.3k |
| TimesSquare Capital Management, LLC 0.69% of their portfolio | 618.8k $48.8m | Reduced -46.6k |
| BLAIR WILLIAM & CO/IL 0.20% of their portfolio | 593.0k $46.7m | Reduced -8.0k |
| Broad Bay Capital Management, LP 6.43% of their portfolio | 574.0k $45.2m | Unchanged |
| MORGAN STANLEY 0.01% of their portfolio | 572.4k $45.1m | Added +137.5k |
| CADIAN CAPITAL MANAGEMENT, LP 2.98% of their portfolio | 520.5k $41.0m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 508.9k $40.1m | Added +485.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.23% of their portfolio | 499.3k $39.3m | Added +7.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 458.2k $36.1m | Reduced -49.9k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 443.0k $34.9m | Added +118.8k |
| Hood River Capital Management LLC 1.26% of their portfolio | 441.7k $34.8m | New |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 432.8k $34.1m | Reduced -630.6k |
| EMERALD ADVISERS, LLC 1.59% of their portfolio | 417.7k $32.9m | Added +2.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 401.3k $31.6m | Added +121.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 391.4k $30.8m | Added +9.2k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 384.1k $30.3m | Added +85.7k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 378.8k $29.9m | Added +2.4k |
| Handelsbanken Fonder AB 0.18% of their portfolio | 373.5k $29.4m | Added +116.1k |
| PICTET ASSET MANAGEMENT SA 0.04% of their portfolio | 344.8k $27.2m | Added +339.1k |
| STRS OHIO 0.11% of their portfolio | 320.0k $25.2m | New |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.14% of their portfolio | 318.9k $25.1m | Added +2.2k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.54% of their portfolio | 316.6k $24.9m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 298.2k $23.5m | Added +21.6k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 287.8k $22.7m | Added +7.2k |
| TWO SIGMA ADVISERS, LP 0.06% of their portfolio | 264.7k $20.9m | Reduced -69.1k |
| AEGON ASSET MANAGEMENT UK Plc 0.38% of their portfolio | 264.5k $20.8m | Reduced -50.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 261.7k $20.6m | Added +6.1k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.14% of their portfolio | 252.1k $19.9m | Added +59.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 241.3k $19.0m | Reduced -8.0k |
| CIBC Private Wealth Group LLC 0.06% of their portfolio | 240.9k $18.1m | Added +2.4k |
| Man Group plc 0.06% of their portfolio | 229.2k $18.1m | Added +122.6k |
| WCM INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 223.7k $17.6m | Reduced -5.1k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.26% of their portfolio | 218.4k $17.2m | New |
| PUTNAM INVESTMENTS LLC 0.03% of their portfolio | 214.5k $16.9m | Added +23.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 205.5k $16.2m | Added +500 |
| Swiss National Bank 0.01% of their portfolio | 203.4k $16.0m | Added +2.0k |
| Penn Capital Management Company, LLC 1.64% of their portfolio | 202.7k $16.0m | Reduced -324 |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.60% of their portfolio | 201.4k $15.9m | Added +12.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 192.5k $15.2m | Reduced -1.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 189.0k $14.9m | Added +11.3k |
| Squarepoint Ops LLC 0.10% of their portfolio | 186.9k $14.7m | Added +175.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 186.3k $14.7m | Reduced -9.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.11% of their portfolio | 177.7k $14.0m | New |
| Stormborn Capital Management, LLC 5.48% of their portfolio | 175.0k $13.8m | Added +5.0k |
| Walleye Capital LLC 0.29% of their portfolio | 171.6k $13.5m | Added +157.1k |
| Walter Public Investments Inc. 4.40% of their portfolio | 168.1k $13.2m | Added +13.2k |
| Thematics Asset Management 0.79% of their portfolio | 166.2k $13.1m | First filing |
| Impax Asset Management Group plc 0.06% of their portfolio | 165.6k $13.0m | Reduced -1.2k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.52% of their portfolio | 160.8k $12.7m | Added +6.3k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 3.07% of their portfolio | 157.5k $12.4m | New |
| Handelsinvest Investeringsforvaltning 1.77% of their portfolio | 142.0k $11.2m | Added +37.0k |
| Advantage Alpha Capital Partners LP 2.31% of their portfolio | 138.0k $10.9m | Reduced -8.3k |
| Woodline Partners LP 0.15% of their portfolio | 137.4k $10.8m | Reduced -3.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.8k $10.1m | Reduced -33.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 127.0k $10.0m | Reduced -44.1k |
| Emerson Point Capital LP 9.25% of their portfolio | 127.0k $10.0m | Reduced -271.2k |
| Nippon Life Global Investors Americas, Inc. 0.66% of their portfolio | 126.9k $10.0m | Added +65.7k |
| Lisanti Capital Growth, LLC 1.32% of their portfolio | 123.1k $9.7m | Added +74.5k |
| CASTLEARK MANAGEMENT LLC 0.50% of their portfolio | 120.3k $9.5m | Added +1.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 118.5k $9.3m | Unchanged |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.73% of their portfolio | 117.8k $9.3m | Reduced -2.3k |
| Pier Capital, LLC 1.51% of their portfolio | 117.4k $9.3m | Added +56.7k |
| Yost Capital Management, LP 9.15% of their portfolio | 111.6k $8.8m | Reduced -2.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 111.3k $8.8m | Added +28.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 106.8k $8.4m | Added +209 |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 103.7k $8.2m | Reduced -6.0k |
| AGF MANAGEMENT LTD 0.06% of their portfolio | 103.0k $8.1m | First filing |