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 ($1.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.47. Options: 16 managers hold calls ($43.2m notional), 14 hold puts ($31.7m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 324 |
| Q1 2023 | 344 |
| Q2 2023 | 323 |
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 |
| Q2 2023 | 179 | 171 |
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 |
| Q2 2023 | $43.2m | $31.7m | 0.73 |
Biggest buyers
| BlackRock Inc. | Added | +4.1m |
| Atreides Management, LP | New | +1.2m |
| Champlain Investment Partners, LLC | Added | +1.2m |
| STATE STREET CORP | Added | +1.0m |
| CADIAN CAPITAL MANAGEMENT, LP | Added | +812.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +657.4k |
| Bank of New York Mellon Corp | Added | +523.9k |
| Amundi | Added | +503.0k |
| Dorsal Capital Management, LP | Added | +400.0k |
| GOLDMAN SACHS GROUP INC | Added | +361.5k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Sold out | -1.4m |
| FMR LLC | Reduced | -1.2m |
| STRS OHIO | Reduced | -1.1m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.0m |
| CITADEL ADVISORS LLC | Sold out | -908.2k |
| Artemis Investment Management LLP | Reduced | -719.5k |
| Holocene Advisors, LP | Sold out | -716.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -543.0k |
| Invesco Ltd. | Reduced | -397.4k |
| NORGES BANK | Reduced | -382.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.6m126.8k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $6.7m99.9k shares |
| JANE STREET GROUP, LLC | Added | $6.4m94.2k shares |
| CITADEL ADVISORS LLC | Added | $5.4m79.9k shares |
| Parallax Volatility Advisers, L.P. | Added | $3.4m49.8k shares |
| ROYAL BANK OF CANADA | Unchanged | $2.7m40.0k shares |
| Walleye Trading LLC | Added | $2.2m33.3k shares |
| NOMURA HOLDINGS INC | New | $1.5m22.5k shares |
| PEAK6 Investments LLC | Reduced | $1.3m19.1k shares |
| TUDOR INVESTMENT CORP ET AL | New | $1.3m19.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $11.5m170.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.4m79.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.1m76.2k shares |
| GROUP ONE TRADING LLC | Added | $3.5m51.7k shares |
| Walleye Trading LLC | Added | $1.6m23.4k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.4m20.5k shares |
| PEAK6 Investments LLC | Reduced | $1.1m15.7k shares |
| Cubist Systematic Strategies, LLC | New | $613.7k9.1k shares |
| JANE STREET GROUP, LLC | Reduced | $586.7k8.7k shares |
| TWO SIGMA SECURITIES, LLC | New | $553.0k8.2k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 1 | $649.9k | 1 | $1.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-05 | Rondeau Christopher Chief Executive Officer, director · Trust | Bought | $649.9k10.0k shares |
| 2023-04-10 | Simmons Jennifer Div President, Corp Stores | Sold | $1.2k15 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 12.1m $813.1m | Added +4.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.0m $538.4m | Added +303.7k |
| SRS Investment Management, LLC 5.39% of their portfolio | 7.0m $469.2m | Unchanged |
| Amundi 0.11% of their portfolio | 3.3m $219.7m | Added +503.0k |
| Champlain Investment Partners, LLC 1.29% of their portfolio | 3.1m $209.3m | Added +1.2m |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.6m $178.6m | Added +23.5k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.6m $178.6m | Added +523.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.54% of their portfolio | 2.5m $169.8m | Added +657.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.3m $154.8m | Added +1.0m |
| EAGLE ASSET MANAGEMENT INC 0.85% of their portfolio | 2.3m $152.1m | Added +72.6k |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 2.1m $142.0m | Reduced -354.4k |
| Bares Capital Management, Inc. 4.66% of their portfolio | 2.0m $134.8m | Added +72.0k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.8m $119.1m | Added +242.1k |
| CADIAN CAPITAL MANAGEMENT, LP 4.87% of their portfolio | 1.5m $103.0m | Added +812.0k |
| FEDERATED HERMES, INC. 0.25% of their portfolio | 1.5m $99.7m | Reduced -106.1k |
| FRED ALGER MANAGEMENT, LLC 0.47% of their portfolio | 1.4m $91.2m | Added +24.3k |
| Dorsal Capital Management, LP 3.38% of their portfolio | 1.2m $84.3m | Added +400.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $84.0m | Added +96.2k |
| Atreides Management, LP 2.50% of their portfolio | 1.2m $82.3m | New |
| Invesco Ltd. 0.02% of their portfolio | 1.2m $77.8m | Reduced -397.4k |
| FMR LLC 0.01% of their portfolio | 1.1m $76.4m | Reduced -1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.0m $70.2m | Added +222.9k |
| BAMCO INC /NY/ 0.19% of their portfolio | 1.0m $67.4m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.10% of their portfolio | 933.4k $62.9m | Added +176.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 879.7k $59.3m | Added +361.5k |
| AXA S.A. 0.19% of their portfolio | 854.1k $57.6m | Added +17.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 822.4k $55.5m | Added +8.6k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.49% of their portfolio | 758.1k $51.1m | Reduced -543.0k |
| MORGAN STANLEY 0.01% of their portfolio | 754.8k $50.9m | Added +222.7k |
| Broad Bay Capital Management, LP 6.69% of their portfolio | 737.0k $49.7m | Added +226.0k |
| CIBC Private Wealth Group LLC 0.05% of their portfolio | 695.3k $46.9m | Added +208.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 673.4k $45.4m | Added +26.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 664.1k $44.8m | Added +88.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 627.3k $42.3m | Added +227.0k |
| PICTET ASSET MANAGEMENT SA 0.05% of their portfolio | 589.0k $39.7m | Reduced -5.9k |
| Hood River Capital Management LLC 1.09% of their portfolio | 544.2k $36.7m | Reduced -7.0k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 526.3k $35.5m | Reduced -100.5k |
| NORGES BANK 0.01% of their portfolio | 520.5k $35.1m | Reduced -382.8k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.92% of their portfolio | 499.8k $33.7m | Reduced -5.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 483.4k $32.6m | Added +24.2k |
| Thrivent Financial for Lutherans 0.07% of their portfolio | 475.1k $32.0m | Added +24.9k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.20% of their portfolio | 471.5k $31.8m | Added +120.8k |
| Handelsbanken Fonder AB 0.16% of their portfolio | 453.5k $30.6m | Added +70.0k |
| Artemis Investment Management LLP 0.38% of their portfolio | 442.3k $29.8m | Reduced -719.5k |
| TimesSquare Capital Management, LLC 0.42% of their portfolio | 435.2k $29.4m | Reduced -72.2k |
| STRS OHIO 0.12% of their portfolio | 424.5k $28.6m | Reduced -1.1m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 416.6k $28.1m | Added +11.2k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 408.9k $27.6m | Reduced -231.8k |
| EMERALD ADVISERS, LLC 1.20% of their portfolio | 407.7k $27.5m | Reduced -3.5k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.16% of their portfolio | 384.5k $25.9m | Added +20.9k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.28% of their portfolio | 372.8k $25.1m | Reduced -10.4k |
| BLAIR WILLIAM & CO/IL 0.08% of their portfolio | 335.8k $22.6m | Reduced -284.5k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.21% of their portfolio | 332.2k $22.4m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 329.2k $22.2m | Added +310.6k |
| AEGON ASSET MANAGEMENT UK Plc 0.36% of their portfolio | 327.2k $22.1m | Added +57.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.10% of their portfolio | 322.1k $21.7m | Unchanged |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 317.3k $21.4m | Reduced -22.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 303.7k $23.6m | Unchanged |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 297.4k $20.1m | Reduced -79.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 266.7k $18.0m | Reduced -1.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 264.2k $17.8m | Added +165.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 252.0k $17.0m | Added +63.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 239.7k $16.2m | Added +5.2k |
| Thematics Asset Management 0.66% of their portfolio | 203.8k $13.7m | Added +57.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 199.7k $13.5m | Reduced -44.9k |
| Penn Capital Management Company, LLC 1.31% of their portfolio | 199.1k $13.4m | Reduced -4.6k |
| Walter Public Investments Inc. 2.95% of their portfolio | 196.3k $13.2m | Added +32.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 188.8k $12.7m | Added +2.8k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.44% of their portfolio | 187.4k $12.6m | Added +6.1k |
| Swiss National Bank 0.01% of their portfolio | 185.5k $12.5m | Added +5.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 177.1k $11.9m | Added +6.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 167.9k $11.3m | Reduced -172 |
| Impax Asset Management Group plc 0.05% of their portfolio | 166.1k $11.2m | Added +546 |
| AGF MANAGEMENT LTD 0.08% of their portfolio | 163.0k $11.0m | Added +60.0k |
| BESSEMER GROUP INC 0.02% of their portfolio | 150.6k $10.2m | Added +32.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 149.1k $10.1m | Reduced -8.4k |
| Advantage Alpha Capital Partners LP 2.00% of their portfolio | 148.4k $10.0m | Added +54.1k |
| PUTNAM INVESTMENTS LLC 0.01% of their portfolio | 134.5k $9.1m | Reduced -82.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 133.9k $9.0m | Added +57.1k |
| Weiss Multi-Strategy Advisers LLC 0.19% of their portfolio | 131.7k $8.9m | Added +100.7k |
| Nippon Life Global Investors Americas, Inc. 0.60% of their portfolio | 130.2k $8.8m | Reduced -26.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 129.2k $8.7m | Added +715 |
| Legal & General Group Plc 0.00% of their portfolio | 128.9k $8.7m | Added +48.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio | 128.5k $8.7m | Added +127.4k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 126.6k $8.5m | Added +10.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 125.2k $8.4m | Reduced -94.6k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.60% of their portfolio | 122.6k $8.3m | Added +4.1k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 119.6k $8.1m | Reduced -10.6k |
| Teca Partners, LP 8.10% of their portfolio | 117.2k $7.9m | Added +44.9k |
| Handelsinvest Investeringsforvaltning 1.54% of their portfolio | 116.0k $7.8m | Reduced -26.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 114.1k $7.7m | Added +66.0k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.72% of their portfolio | 110.6k $7.5m | Reduced -46.9k |
| Retirement Systems of Alabama 0.03% of their portfolio | 109.5k $7.4m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 107.8k $7.3m | Reduced -10.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 104.5k $7.1m | Added +92.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 103.6k $7.0m | Reduced -945 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 88.3k $6.0m | Reduced -4.1k |
| Granite Investment Partners, LLC 0.24% of their portfolio | 88.2k $5.9m | Added +5.8k |
| LA FINANCIERE DE L'ECHIQUIER 0.30% of their portfolio | 87.7k $5.9m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 86.2k $5.8m | New |