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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.02. Options: 21 managers hold calls ($164.0m notional), 21 hold puts ($96.7m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 310 |
| Q4 2022 | 324 |
| Q1 2023 | 344 |
| Q2 2023 | 323 |
| Q3 2023 | 322 |
| Q4 2023 | 343 |
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 |
| Q3 2023 | 168 | 180 |
| Q4 2023 | 163 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $31.7m | $58.1m | 1.83 |
| Q2 2023 | $43.2m | $31.7m | 0.73 |
| Q3 2023 | $82.5m | $49.3m | 0.60 |
| Q4 2023 | $164.0m | $96.7m | 0.59 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +2.5m |
| Dorsal Capital Management, LP | New | +2.5m |
| CITADEL ADVISORS LLC | Added | +1.5m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.3m |
| Greenvale Capital LLP | Added | +1.3m |
| SAMLYN CAPITAL, LLC | New | +1.3m |
| Holocene Advisors, LP | Added | +1.1m |
| AXA S.A. | Added | +756.6k |
| Van Berkom & Associates Inc. | New | +729.9k |
| Junto Capital Management LP | Added | +543.9k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -948.3k |
| FMR LLC | Reduced | -811.2k |
| HAWK RIDGE CAPITAL MANAGEMENT LP | Reduced | -523.9k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -400.8k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -396.3k |
| Soroban Capital Partners LP | Sold out | -378.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -348.8k |
| BlackRock Inc. | Reduced | -295.9k |
| Pelham Capital Ltd. | Reduced | -291.8k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -276.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $33.7m461.7k shares |
| Balyasny Asset Management L.P. | New | $27.4m375.0k shares |
| CITADEL ADVISORS LLC | Added | $23.9m326.8k shares |
| Twin Tree Management, LP | New | $12.8m175.2k shares |
| Squarepoint Ops LLC | Added | $12.7m173.4k shares |
| JANE STREET GROUP, LLC | Added | $11.3m154.5k shares |
| SIMPLEX TRADING, LLC | Added | $11.2m154.0k shares |
| UBS Group AG | New | $8.3m113.3k shares |
| GTS SECURITIES LLC | Added | $5.3m72.6k shares |
| PEAK6 Investments LLC | Added | $2.9m39.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $29.4m402.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.4m197.7k shares |
| Squarepoint Ops LLC | Added | $9.6m131.8k shares |
| Twin Tree Management, LP | New | $8.1m110.9k shares |
| SIMPLEX TRADING, LLC | Added | $7.7m104.9k shares |
| JANE STREET GROUP, LLC | Added | $4.1m56.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $4.1m55.6k shares |
| Walleye Trading LLC | Added | $3.5m48.1k shares |
| Paloma Partners Management Co | New | $2.6m35.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.0m27.8k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $681.5k | 1 | $66.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-11 | BENSON CRAIG R Interim CEO, director · Trust | Bought | $681.5k10.0k shares |
| 2023-12-06 | Rondeau Christopher Director · By Trust | Sold | $66.5m1.0m 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, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 12.0m $878.9m | Reduced -295.9k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.1m $589.6m | Added +196.8k |
| SRS Investment Management, LLC 6.15% of their portfolio | 7.0m $507.8m | Unchanged |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 5.1m $371.5m | Added +2.5m |
| Amundi 0.16% of their portfolio | 4.7m $347.2m | Reduced -205.9k |
| CADIAN CAPITAL MANAGEMENT, LP 12.88% of their portfolio | 4.4m $323.4m | Added +386.9k |
| Champlain Investment Partners, LLC 1.52% of their portfolio | 3.5m $255.9m | Reduced -166.8k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 2.5m $184.4m | Reduced -133.9k |
| Dorsal Capital Management, LP 5.90% of their portfolio | 2.5m $182.5m | New |
| STATE STREET CORP 0.01% of their portfolio | 2.4m $174.0m | Added +90.1k |
| EAGLE ASSET MANAGEMENT INC 0.80% of their portfolio | 2.0m $148.9m | Reduced -9.2k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.9m $137.7m | Reduced -608 |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 1.9m $136.3m | Added +1.5m |
| Point72 Asset Management, L.P. 0.41% of their portfolio | 1.8m $134.1m | Added +516.8k |
| Greenvale Capital LLP 10.82% of their portfolio | 1.7m $127.1m | Added +1.3m |
| AXA S.A. 0.20% of their portfolio | 1.7m $124.2m | Added +756.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.4m $100.4m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.3m $96.5m | Added +50.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $95.9m | Reduced -948.3k |
| SAMLYN CAPITAL, LLC 2.00% of their portfolio | 1.3m $92.0m | New |
| Holocene Advisors, LP 0.36% of their portfolio | 1.3m $91.5m | Added +1.1m |
| Broad Bay Capital Management, LP 11.22% of their portfolio | 1.2m $89.3m | Added +163.0k |
| BAMCO INC /NY/ 0.23% of their portfolio | 1.2m $87.6m | Unchanged |
| FEDERATED HERMES, INC. 0.18% of their portfolio | 974.3k $71.1m | Reduced -222.0k |
| NORGES BANK 0.01% of their portfolio | 899.6k $65.7m | Added +166.0k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 897.9k $65.5m | Added +133.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 889.0k $64.9m | Added +37.1k |
| Balyasny Asset Management L.P. 0.16% of their portfolio | 809.1k $59.1m | Added +409.9k |
| Junto Capital Management LP 1.27% of their portfolio | 756.9k $55.3m | Added +543.9k |
| Van Berkom & Associates Inc. 1.55% of their portfolio | 729.9k $53.3m | New |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 721.4k $52.7m | Added +147.2k |
| STEADFAST CAPITAL MANAGEMENT LP 1.26% of their portfolio | 699.0k $51.0m | Added +196.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 685.8k $50.1m | Added +18.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 635.1k $46.4m | Added +19.0k |
| MORGAN STANLEY 0.00% of their portfolio | 624.5k $45.6m | Added +183.0k |
| Sequoia Financial Advisors, LLC 0.51% of their portfolio | 563.0k $41.1m | Added +66.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.40% of their portfolio | 542.2k $39.6m | Added +18.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 481.5k $35.1m | Reduced -396.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.06% of their portfolio | 481.3k $35.1m | Reduced -18.7k |
| FRED ALGER MANAGEMENT, LLC 0.19% of their portfolio | 474.5k $34.6m | Reduced -17.2k |
| Handelsbanken Fonder AB 0.16% of their portfolio | 443.8k $32.4m | Added +10.3k |
| Pelham Capital Ltd. 14.45% of their portfolio | 443.7k $32.4m | Reduced -291.8k |
| Capital International Investors 0.01% of their portfolio | 430.0k $31.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 428.7k $31.3m | Reduced -186.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 409.5k $29.9m | Reduced -259 |
| Triodos Investment Management BV 2.85% of their portfolio | 400.0k $29.2m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 324.7k $23.7m | Added +2.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 305.2k $22.3m | Reduced -7.0k |
| BARCLAYS PLC 0.01% of their portfolio | 271.4k $19.8m | Added +174.4k |
| NFJ INVESTMENT GROUP, LLC 0.55% of their portfolio | 270.6k $19.8m | Reduced -155.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 270.5k $19.7m | New |
| BLAIR WILLIAM & CO/IL 0.06% of their portfolio | 259.9k $19.0m | Reduced -33.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 247.8k $18.1m | Reduced -8.9k |
| FMR LLC 0.00% of their portfolio | 243.6k $17.8m | Reduced -811.2k |
| Weiss Multi-Strategy Advisers LLC 0.44% of their portfolio | 239.7k $17.5m | Reduced -206.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 238.3k $17.5m | Reduced -6.5k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 232.9k $17.1m | Reduced -34.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 232.7k $17.0m | Reduced -7.4k |
| Retirement Systems of Alabama 0.07% of their portfolio | 231.7k $16.9m | Added +75.6k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 213.3k $15.6m | Reduced -22.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 213.0k $15.5m | Added +49.3k |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 207.0k $15.1m | New |
| Walter Public Investments Inc. 3.17% of their portfolio | 206.9k $15.1m | Reduced -5.0k |
| Penn Capital Management Company, LLC 1.27% of their portfolio | 188.8k $13.8m | Reduced -7.4k |
| BESSEMER GROUP INC 0.03% of their portfolio | 183.3k $13.4m | Added +74.0k |
| Invesco Ltd. 0.00% of their portfolio | 180.0k $13.1m | Added +31.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 178.6k $13.0m | Reduced -6.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 171.2k $12.5m | Added +28.6k |
| Swiss National Bank 0.01% of their portfolio | 166.7k $12.2m | Reduced -20.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 162.2k $11.8m | Reduced -348.8k |
| Thematics Asset Management 0.50% of their portfolio | 157.1k $11.5m | Reduced -53.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 150.7k $11.0m | Added +3.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 148.9k $10.9m | Reduced -6.3k |
| LA FINANCIERE DE L'ECHIQUIER 0.48% of their portfolio | 142.1k $10.4m | Added +9.9k |
| TRAN CAPITAL MANAGEMENT, L.P. 1.17% of their portfolio | 137.5k $10.0m | Added +3.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 136.1k $9.9m | Added +9.4k |
| PLATINUM INVESTMENT MANAGEMENT LTD 0.40% of their portfolio | 135.9k $9.9m | Reduced -31.8k |
| Impax Asset Management Group plc 0.04% of their portfolio | 134.8k $9.8m | Reduced -30.8k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 132.3k $9.7m | Added +14.1k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.62% of their portfolio | 129.5k $9.5m | Added +940 |
| Advantage Alpha Capital Partners LP 1.79% of their portfolio | 129.4k $9.4m | Reduced -73.6k |
| Legal & General Group Plc 0.00% of their portfolio | 126.9k $9.3m | Added +613 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 120.2k $8.8m | Reduced -71.1k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 119.7k $8.7m | Added +72.8k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 115.8k $8.5m | Reduced -3.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 115.7k $8.4m | Added +2.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 110.2k $8.0m | Reduced -5.6k |
| iA Global Asset Management Inc. 0.17% of their portfolio | 102.8k $7.5m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 100.0k $7.3m | Reduced -14.3k |
| Schonfeld Strategic Advisors LLC 0.06% of their portfolio | 99.5k $7.3m | Reduced -170.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 96.4k $6.9m | Reduced -28.0k |
| UBS Group AG 0.00% of their portfolio | 93.5k $6.8m | Reduced -14.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 89.5k $6.5m | Reduced -4.6k |
| Hudson Bay Capital Management LP 0.06% of their portfolio | 88.7k $6.5m | Reduced -335 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 88.5k $6.5m | Added +77 |
| Granite Investment Partners, LLC 0.24% of their portfolio | 83.9k $6.1m | Added +645 |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.32% of their portfolio | 75.5k $5.5m | Reduced -523.9k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 73.7k $5.4m | Added +2.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 73.6k $5.4m | Reduced -4.8k |
| Lisanti Capital Growth, LLC 1.26% of their portfolio | 73.1k $5.3m | New |