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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.46. Options: 24 managers hold calls ($194.3m notional), 22 hold puts ($115.3m).
Trends to Q1 2024
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 |
| Q1 2024 | 330 |
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 |
| Q1 2024 | 151 | 192 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $43.2m | $31.7m | 0.73 |
| Q3 2023 | $82.5m | $49.3m | 0.60 |
| Q4 2023 | $164.0m | $96.7m | 0.59 |
| Q1 2024 | $194.3m | $115.3m | 0.59 |
Biggest buyers
| MORGAN STANLEY | Added | +1.2m |
| CADIAN CAPITAL MANAGEMENT, LP | Added | +1.2m |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +1.1m |
| Two Creeks Capital Management, LP | New | +1.0m |
| Man Group plc | New | +865.4k |
| Greenvale Capital LLP | Added | +794.2k |
| SAMLYN CAPITAL, LLC | Added | +712.4k |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +682.9k |
| Balyasny Asset Management L.P. | Added | +634.3k |
| MAVERICK CAPITAL LTD | New | +500.4k |
Biggest sellers
| EAGLE ASSET MANAGEMENT INC | Sold out | -2.0m |
| Point72 Asset Management, L.P. | Reduced | -1.4m |
| AXA S.A. | Reduced | -920.0k |
| SRS Investment Management, LLC | Reduced | -845.3k |
| Junto Capital Management LP | Sold out | -756.9k |
| JPMORGAN CHASE & CO | Reduced | -746.6k |
| BlackRock Inc. | Reduced | -620.1k |
| Handelsbanken Fonder AB | Reduced | -430.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -389.1k |
| Broad Bay Capital Management, LP | Reduced | -299.0k |
Biggest calls
| WELLS FARGO & COMPANY/MN | New | $47.8m762.9k shares |
| CITADEL ADVISORS LLC | Added | $29.0m463.0k shares |
| SAMLYN CAPITAL, LLC | New | $21.5m343.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.2m322.3k shares |
| JANE STREET GROUP, LLC | Added | $13.5m216.1k shares |
| SIMPLEX TRADING, LLC | Added | $13.2m211.2k shares |
| Walleye Trading LLC | Added | $9.9m158.0k shares |
| Squarepoint Ops LLC | Reduced | $5.9m94.1k shares |
| WOLVERINE TRADING, LLC | Added | $5.9m93.6k shares |
| BANK OF AMERICA CORP /DE/ | New | $5.5m88.1k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $17.5m279.4k shares |
| PEAK6 Investments LLC | Added | $15.0m240.0k shares |
| Walleye Trading LLC | Added | $12.5m199.3k shares |
| CITADEL ADVISORS LLC | Reduced | $12.1m193.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.1m192.7k shares |
| JANE STREET GROUP, LLC | Added | $8.4m134.2k shares |
| Squarepoint Ops LLC | Reduced | $7.8m124.9k shares |
| BANK OF AMERICA CORP /DE/ | New | $5.5m88.1k shares |
| Davidson Kempner Capital Management LP | Not comparable | $5.3m85.0k shares |
| IMC-Chicago, LLC | New | $4.2m67.4k 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 Q1 2024
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 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 | — |
| Q1 2024 | 0 | — | 0 | — | — |
None reported in Q1 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 11.4m $715.2m | Reduced -620.1k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.2m $512.0m | Added +97.8k |
| SRS Investment Management, LLC 5.29% of their portfolio | 6.1m $382.8m | Reduced -845.3k |
| CADIAN CAPITAL MANAGEMENT, LP 12.61% of their portfolio | 5.7m $354.8m | Added +1.2m |
| Amundi 0.12% of their portfolio | 4.6m $267.9m | Reduced -155.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.3m $272.0m | Reduced -746.6k |
| Champlain Investment Partners, LLC 1.23% of their portfolio | 3.4m $215.1m | Reduced -71.1k |
| Dorsal Capital Management, LP 5.62% of their portfolio | 2.7m $169.1m | Added +200.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.6m $162.3m | Added +66.1k |
| Greenvale Capital LLP 12.18% of their portfolio | 2.5m $158.8m | Added +794.2k |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $154.6m | Added +83.6k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 2.1m $131.1m | Added +207.1k |
| SAMLYN CAPITAL, LLC 2.15% of their portfolio | 2.0m $123.6m | Added +712.4k |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 1.9m $120.3m | Added +52.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $116.5m | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.9m $116.5m | Added +483.6k |
| Balyasny Asset Management L.P. 0.23% of their portfolio | 1.4m $90.4m | Added +634.3k |
| STEADFAST CAPITAL MANAGEMENT LP 1.97% of their portfolio | 1.4m $86.5m | Added +682.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $86.5m | Added +58.1k |
| BAMCO INC /NY/ 0.22% of their portfolio | 1.3m $83.0m | Added +125.0k |
| Van Berkom & Associates Inc. 2.15% of their portfolio | 1.2m $75.6m | Added +477.9k |
| Holocene Advisors, LP 0.28% of their portfolio | 1.2m $75.2m | Reduced -53.6k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 2.71% of their portfolio | 1.1m $66.7m | New |
| Two Creeks Capital Management, LP 3.65% of their portfolio | 1.0m $63.3m | New |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 925.9k $58.0m | Added +28.0k |
| NORGES BANK 0.01% of their portfolio | 925.1k $57.9m | Added +25.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 924.1k $57.9m | Reduced -389.1k |
| Broad Bay Capital Management, LP 7.50% of their portfolio | 924.0k $57.9m | Reduced -299.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 920.3k $57.6m | Added +31.3k |
| Man Group plc 0.15% of their portfolio | 865.4k $54.2m | New |
| Pictet Asset Management Holding SA 0.06% of their portfolio | 814.5k $51.0m | Added +93.1k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 813.0k $50.9m | Reduced -161.4k |
| AXA S.A. 0.15% of their portfolio | 781.9k $49.0m | Reduced -920.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 638.3k $40.0m | Reduced -47.5k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 578.1k $36.2m | Added +96.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 560.1k $35.1m | Reduced -75.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.97% of their portfolio | 539.4k $33.8m | Added +58.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 524.0k $32.8m | Added +95.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.30% of their portfolio | 505.6k $31.7m | Reduced -36.5k |
| MAVERICK CAPITAL LTD 0.61% of their portfolio | 500.4k $31.3m | New |
| Capital International Investors 0.01% of their portfolio | 430.0k $26.9m | Unchanged |
| Sequoia Financial Advisors, LLC 0.32% of their portfolio | 415.0k $26.0m | Reduced -148.1k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 408.4k $25.6m | Reduced -1.4m |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 399.4k $25.0m | Reduced -10.1k |
| FRED ALGER MANAGEMENT, LLC 0.12% of their portfolio | 398.8k $25.0m | Reduced -75.7k |
| Triodos Investment Management BV 2.17% of their portfolio | 383.0k $24.0m | Reduced -17.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 329.5k $20.6m | Added +4.7k |
| Pelham Capital Ltd. 11.85% of their portfolio | 314.9k $19.7m | Reduced -128.7k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 298.2k $18.7m | Reduced -7.0k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 242.3k $15.2m | Added +9.4k |
| BLAIR WILLIAM & CO/IL 0.05% of their portfolio | 238.8k $15.0m | Reduced -21.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 238.8k $15.0m | Reduced -9.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 234.3k $14.6m | Reduced -4.0k |
| ARMISTICE CAPITAL, LLC 0.39% of their portfolio | 234.3k $14.7m | Added +200.8k |
| BESSEMER GROUP INC 0.03% of their portfolio | 228.9k $14.3m | Added +45.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 226.0k $14.2m | Reduced -6.7k |
| BARCLAYS PLC 0.01% of their portfolio | 225.3k $14.1m | Reduced -46.1k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 223.8k $14.0m | Added +10.6k |
| MAKENA CAPITAL MANAGEMENT LLC 2.99% of their portfolio | 205.0k $12.8m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 195.0k $12.2m | Added +84.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 189.8k $11.9m | Reduced -23.2k |
| NFJ INVESTMENT GROUP, LLC 0.30% of their portfolio | 177.7k $11.1m | Reduced -93.0k |
| Penn Capital Management Company, LLC 0.97% of their portfolio | 173.0k $10.9m | Reduced -15.7k |
| Swiss National Bank 0.01% of their portfolio | 168.6k $10.6m | Added +1.9k |
| Invesco Ltd. 0.00% of their portfolio | 163.4k $10.2m | Reduced -16.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 160.2k $10.0m | Reduced -11.0k |
| LA FINANCIERE DE L'ECHIQUIER 0.43% of their portfolio | 159.2k $10.0m | Added +17.1k |
| Walter Public Investments Inc. 1.94% of their portfolio | 158.2k $9.9m | Reduced -48.7k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 155.1k $9.7m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 154.8k $9.7m | Reduced -23.9k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.55% of their portfolio | 143.6k $9.0m | Added +14.2k |
| Thematics Asset Management 0.37% of their portfolio | 142.5k $8.9m | Reduced -14.6k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 138.9k $8.7m | Added +2.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 135.9k $8.5m | Reduced -14.9k |
| Impax Asset Management Group plc 0.03% of their portfolio | 134.8k $8.4m | Unchanged |
| TRAN CAPITAL MANAGEMENT, L.P. 0.92% of their portfolio | 131.5k $8.2m | Reduced -6.0k |
| Legal & General Group Plc 0.00% of their portfolio | 129.5k $8.1m | Added +2.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 125.7k $7.9m | Added +5.5k |
| FIFTH THIRD BANCORP 0.03% of their portfolio | 119.8k $7.5m | Added +114.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 119.6k $7.5m | Added +3.9k |
| ABN AMRO Bank N.V. 0.11% of their portfolio | 115.0k $7.2m | Added +78.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 113.4k $7.1m | Reduced -2.3k |
| California Public Employees Retirement System 0.00% of their portfolio | 113.3k $7.1m | Reduced -35.6k |
| Bridgewater Associates, LP 0.04% of their portfolio | 110.7k $6.9m | Added +67.6k |
| Retirement Systems of Alabama 0.03% of their portfolio | 107.3k $6.7m | Reduced -124.4k |
| Walleye Trading LLC 0.11% of their portfolio | 107.3k $6.7m | Added +67.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 101.4k $6.3m | Added +1.3k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 95.3k $6.0m | Reduced -24.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 92.4k $7.2m | Added +3.9k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 88.5k $5.5m | Reduced -43.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 85.5k $5.4m | Reduced -4.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 84.8k $5.3m | Added +73.6k |
| Advantage Alpha Capital Partners LP 0.97% of their portfolio | 82.0k $5.1m | Reduced -47.4k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio | 74.8k $4.7m | Added +1.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 74.5k $4.7m | Added +3.5k |
| SIMPLEX TRADING, LLC 0.13% of their portfolio | 71.3k $4.5m | Added +66.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 67.9k $4.3m | Reduced -28.5k |
| Avory & Company, LLC 2.85% of their portfolio | 66.9k $4.2m | Added +27.0k |
| FMR LLC 0.00% of their portfolio | 63.8k $4.0m | Reduced -179.9k |
| BOULDER HILL CAPITAL MANAGEMENT LP 1.59% of their portfolio | 61.8k $3.9m | New |