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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.66. Options: 11 managers hold calls ($31.7m notional), 12 hold puts ($58.1m).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 324 |
| Q1 2023 | 344 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 171 | 146 |
| Q1 2023 | 185 | 144 |
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 |
| Q1 2023 | $31.7m | $58.1m | 1.83 |
Biggest buyers
| STRS OHIO | Added | +1.2m |
| FMR LLC | Added | +1.1m |
| Dorsal Capital Management, LP | New | +850.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +512.0k |
| CITADEL ADVISORS LLC | Added | +475.4k |
| Schonfeld Strategic Advisors LLC | New | +446.2k |
| FRED ALGER MANAGEMENT, LLC | Added | +339.8k |
| Balyasny Asset Management L.P. | New | +297.0k |
| PICTET ASSET MANAGEMENT SA | Added | +250.1k |
| CIBC Private Wealth Group LLC | Added | +246.5k |
Biggest sellers
| TSG Consumer Partners LP | Sold out | -2.0m |
| AMERIPRISE FINANCIAL INC | Reduced | -1.7m |
| BlackRock Inc. | Reduced | -529.3k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -351.4k |
| LORD, ABBETT & CO. LLC | Reduced | -348.9k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -240.4k |
| Man Group plc | Sold out | -229.2k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -220.7k |
| Squarepoint Ops LLC | Sold out | -186.9k |
| TWO SIGMA ADVISERS, LP | Reduced | -146.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.8m125.7k shares |
| SIMPLEX TRADING, LLC | Added | $5.6m71.7k shares |
| CITADEL ADVISORS LLC | Reduced | $4.8m62.0k shares |
| JANE STREET GROUP, LLC | Reduced | $3.8m48.9k shares |
| ROYAL BANK OF CANADA | Reduced | $3.1m40.0k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $2.4m31.2k shares |
| PEAK6 Investments LLC | Added | $1.8m23.8k shares |
| Walleye Trading LLC | Reduced | $201.9k2.6k shares |
| GROUP ONE TRADING LLC | Reduced | $155.3k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $24.5m315.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $9.4m120.9k shares |
| SIMPLEX TRADING, LLC | Added | $9.1m117.2k shares |
| Chanos & Co LP | Reduced | $5.5m70.9k shares |
| GROUP ONE TRADING LLC | Added | $3.7m47.1k shares |
| PEAK6 Investments LLC | Reduced | $3.0m38.3k shares |
| JANE STREET GROUP, LLC | Reduced | $1.5m18.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $683.5k8.8k shares |
| Walleye Trading LLC | Reduced | $574.8k7.4k shares |
| TUDOR INVESTMENT CORP ET AL | New | $234.0k3.0k 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 Q1 2023
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 0 | — | 2 | $15.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-20 | Simmons Jennifer Div President, Corp Stores | Sold | $6.4k86 shares |
| 2023-03-20 | O'Donnell Brian SVP, Chief Accounting Officer | Sold | $4.5k61 shares |
| 2023-03-16 | Simmons Jennifer Div President, Corp Stores | Sold | $4.6k62 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 7.9m $615.4m | Reduced -529.3k |
| VANGUARD GROUP INC 0.02% of their portfolio | 7.7m $596.5m | Added +2.5k |
| SRS Investment Management, LLC 7.75% of their portfolio | 7.0m $540.3m | Unchanged |
| Amundi 0.11% of their portfolio | 2.8m $208.5m | Added +229.1k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.6m $203.9m | Reduced -95.9k |
| ALLIANCEBERNSTEIN L.P. 0.08% of their portfolio | 2.5m $191.1m | Reduced -351.4k |
| FMR LLC 0.01% of their portfolio | 2.3m $182.4m | Added +1.1m |
| EAGLE ASSET MANAGEMENT INC 0.99% of their portfolio | 2.2m $169.5m | Added +164.2k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.1m $165.0m | Added +143.9k |
| Champlain Investment Partners, LLC 0.94% of their portfolio | 1.9m $150.0m | Reduced -28.4k |
| Bares Capital Management, Inc. 5.30% of their portfolio | 1.9m $149.7m | Reduced -136.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.50% of their portfolio | 1.9m $144.5m | Reduced -20.9k |
| FEDERATED HERMES, INC. 0.31% of their portfolio | 1.6m $123.0m | Reduced -121.9k |
| Invesco Ltd. 0.03% of their portfolio | 1.6m $120.5m | Added +24.9k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.5m $118.4m | Reduced -30.1k |
| STRS OHIO 0.18% of their portfolio | 1.5m $116.5m | Added +1.2m |
| LORD, ABBETT & CO. LLC 0.20% of their portfolio | 1.4m $111.3m | Reduced -348.9k |
| FRED ALGER MANAGEMENT, LLC 0.55% of their portfolio | 1.3m $103.1m | Added +339.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 1.05% of their portfolio | 1.3m $101.1m | Added +40.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $99.9m | Added +42.2k |
| Artemis Investment Management LLP 1.11% of their portfolio | 1.2m $90.1m | Reduced -88.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $89.3m | Added +36.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.10% of their portfolio | 1.0m $79.3m | Added +512.0k |
| BAMCO INC /NY/ 0.23% of their portfolio | 1.0m $77.7m | Unchanged |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 908.2k $70.5m | Added +475.4k |
| NORGES BANK 0.02% of their portfolio | 903.3k $70.2m | Added +103.6k |
| Dorsal Capital Management, LP 2.55% of their portfolio | 850.0k $66.0m | New |
| AXA S.A. 0.22% of their portfolio | 837.0k $65.0m | Reduced -120.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 817.4k $63.5m | Added +57.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 813.8k $63.2m | Added +5.4k |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 757.1k $58.8m | Added +105.7k |
| Holocene Advisors, LP 0.28% of their portfolio | 716.1k $55.6m | Reduced -101.9k |
| CADIAN CAPITAL MANAGEMENT, LP 3.46% of their portfolio | 715.5k $55.6m | Added +195.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 646.7k $50.2m | Reduced -123.1k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 640.7k $49.8m | Reduced -240.4k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 626.8k $48.6m | Reduced -80.3k |
| BLAIR WILLIAM & CO/IL 0.19% of their portfolio | 620.2k $48.2m | Added +27.2k |
| PICTET ASSET MANAGEMENT SA 0.06% of their portfolio | 594.9k $46.2m | Added +250.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 575.5k $44.7m | Added +117.3k |
| Hood River Capital Management LLC 1.39% of their portfolio | 551.2k $42.8m | Added +109.4k |
| MORGAN STANLEY 0.00% of their portfolio | 532.1k $41.3m | Reduced -40.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 518.2k $40.3m | Reduced -130.7k |
| Broad Bay Capital Management, LP 5.44% of their portfolio | 511.0k $39.7m | Reduced -63.0k |
| TimesSquare Capital Management, LLC 0.58% of their portfolio | 507.4k $39.4m | Reduced -111.4k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.13% of their portfolio | 505.3k $39.2m | Added +6.0k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 487.4k $28.4m | Added +246.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 459.2k $35.7m | Reduced -1.7m |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 450.2k $35.0m | Added +7.1k |
| Schonfeld Strategic Advisors LLC 0.33% of their portfolio | 446.2k $34.7m | New |
| EMERALD ADVISERS, LLC 1.53% of their portfolio | 411.2k $31.9m | Reduced -6.5k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 405.4k $31.5m | Added +21.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 400.3k $31.1m | Added +8.9k |
| Handelsbanken Fonder AB 0.17% of their portfolio | 383.5k $29.8m | Added +10.0k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.67% of their portfolio | 383.2k $29.8m | Added +164.8k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 377.3k $29.3m | Reduced -1.6k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.19% of their portfolio | 363.6k $28.2m | Added +111.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.19% of their portfolio | 350.7k $27.2m | Added +173.0k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 2.92% of their portfolio | 347.7k $27.0m | Added +190.2k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 339.4k $26.4m | Added +51.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.52% of their portfolio | 332.2k $25.8m | Added +15.6k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.13% of their portfolio | 322.1k $25.0m | Added +3.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 303.7k $23.6m | Added +5.6k |
| Balyasny Asset Management L.P. 0.08% of their portfolio | 297.0k $23.1m | New |
| AEGON ASSET MANAGEMENT UK Plc 0.37% of their portfolio | 270.1k $21.0m | Added +5.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 268.1k $20.8m | Added +6.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 244.6k $19.0m | Added +39.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.03% of their portfolio | 234.6k $18.3m | Reduced -6.7k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 219.8k $17.1m | Added +212.7k |
| PUTNAM INVESTMENTS LLC 0.03% of their portfolio | 217.4k $16.9m | Added +2.9k |
| Qube Research & Technologies Ltd 0.09% of their portfolio | 208.6k $16.2m | New |
| Penn Capital Management Company, LLC 1.60% of their portfolio | 203.7k $15.9m | Added +1.0k |
| Walleye Capital LLC 0.32% of their portfolio | 202.3k $15.7m | Added +30.7k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 188.1k $14.6m | Reduced -35.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 186.0k $14.4m | Reduced -6.5k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.49% of their portfolio | 181.4k $14.1m | Reduced -20.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 180.6k $14.0m | Reduced -220.7k |
| Swiss National Bank 0.01% of their portfolio | 180.1k $14.0m | Reduced -23.3k |
| Man Group plc 0.05% of their portfolio | 179.5k $13.9m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 170.8k $13.3m | Added +43.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 168.1k $13.1m | Reduced -20.9k |
| Interval Partners, LP 0.73% of their portfolio | 167.4k $13.0m | New |
| Impax Asset Management Group plc 0.05% of their portfolio | 165.6k $12.9m | Unchanged |
| Walter Public Investments Inc. 3.85% of their portfolio | 164.1k $12.7m | Reduced -4.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 1.35% of their portfolio | 157.6k $12.2m | Reduced -3.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 157.5k $12.2m | Reduced -28.8k |
| Nippon Life Global Investors Americas, Inc. 0.78% of their portfolio | 156.8k $12.2m | Added +29.9k |
| Thematics Asset Management 0.62% of their portfolio | 146.3k $11.4m | Reduced -19.8k |
| Handelsinvest Investeringsforvaltning 1.76% of their portfolio | 142.0k $11.0m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 130.2k $10.1m | Added +28.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.5k $10.0m | Reduced -274 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 118.5k $9.2m | Unchanged |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.67% of their portfolio | 118.5k $9.2m | Added +690 |
| BESSEMER GROUP INC 0.02% of their portfolio | 118.2k $9.2m | New |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 117.9k $9.2m | Reduced -146.8k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 115.9k $9.0m | Added +4.6k |
| Yost Capital Management, LP 9.50% of their portfolio | 111.6k $8.7m | Unchanged |
| ExodusPoint Capital Management, LP 0.09% of their portfolio | 105.8k $8.2m | Added +102.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 104.5k $8.1m | Reduced -2.3k |
| AGF MANAGEMENT LTD 0.05% of their portfolio | 103.0k $8.0m | Unchanged |
| Driehaus Capital Management LLC 0.11% of their portfolio | 100.2k $7.8m | New |