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 ($4.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.61. Options: 25 managers hold calls ($242.4m notional), 21 hold puts ($76.1m).
Trends to Q2 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 |
| Q2 2024 | 334 |
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 |
| Q2 2024 | 163 | 163 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $82.5m | $49.3m | 0.60 |
| Q4 2023 | $164.0m | $96.7m | 0.59 |
| Q1 2024 | $194.3m | $115.3m | 0.59 |
| Q2 2024 | $242.4m | $76.1m | 0.31 |
Biggest buyers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +2.3m |
| Greenvale Capital LLP | Added | +2.1m |
| Anomaly Capital Management, LP | New | +1.5m |
| Point72 Asset Management, L.P. | Added | +909.5k |
| AXA S.A. | Added | +715.9k |
| Junto Capital Management LP | New | +673.9k |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +551.9k |
| Two Creeks Capital Management, LP | Added | +515.8k |
| JPMORGAN CHASE & CO | Added | +360.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +308.0k |
Biggest sellers
| CADIAN CAPITAL MANAGEMENT, LP | Reduced | -3.3m |
| MORGAN STANLEY | Reduced | -1.4m |
| BlackRock Inc. | Reduced | -1.1m |
| Holocene Advisors, LP | Reduced | -1.1m |
| Bank of New York Mellon Corp | Reduced | -533.0k |
| NORGES BANK | Reduced | -438.5k |
| Balyasny Asset Management L.P. | Reduced | -361.1k |
| Amundi | Reduced | -350.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -244.4k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -176.4k |
Biggest calls
| WELLS FARGO & COMPANY/MN | Added | $68.3m927.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $58.4m793.7k shares |
| SAMLYN CAPITAL, LLC | Added | $37.9m515.1k shares |
| CITADEL ADVISORS LLC | Reduced | $21.3m289.5k shares |
| BW Gestao de Investimentos Ltda. | New | $15.5m210.0k shares |
| JANE STREET GROUP, LLC | Reduced | $7.0m95.1k shares |
| BANK OF MONTREAL /CAN/ | New | $5.5m75.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $4.1m55.8k shares |
| Twin Tree Management, LP | Added | $4.0m54.4k shares |
| Potrero Capital Research LLC | New | $2.6m35.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $17.8m242.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.3m208.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.0m121.9k shares |
| JANE STREET GROUP, LLC | Reduced | $5.8m78.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $3.8m51.5k shares |
| Walleye Trading LLC | Reduced | $3.6m48.8k shares |
| IMC-Chicago, LLC | Reduced | $2.9m39.1k shares |
| Walleye Capital LLC | Reduced | $2.6m35.6k shares |
| TWO SIGMA SECURITIES, LLC | Added | $2.5m33.9k shares |
| PEAK6 Investments LLC | Reduced | $2.4m32.2k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 10.3m $756.7m | Reduced -1.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.3m $612.8m | Added +152.0k |
| SRS Investment Management, LLC 6.12% of their portfolio | 6.1m $449.7m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.7m $346.1m | Added +360.6k |
| Greenvale Capital LLP 11.72% of their portfolio | 4.6m $338.5m | Added +2.1m |
| Amundi 0.12% of their portfolio | 4.2m $311.6m | Reduced -350.2k |
| Champlain Investment Partners, LLC 1.59% of their portfolio | 3.5m $259.3m | Added +89.5k |
| Dorsal Capital Management, LP 7.36% of their portfolio | 2.9m $213.9m | Added +207.2k |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $183.1m | Added +19.8k |
| CADIAN CAPITAL MANAGEMENT, LP 8.50% of their portfolio | 2.3m $170.8m | Reduced -3.3m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.44% of their portfolio | 2.3m $167.0m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.2m $159.5m | Added +308.0k |
| SAMLYN CAPITAL, LLC 2.74% of their portfolio | 2.2m $159.2m | Added +190.5k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 2.1m $151.5m | Reduced -533.0k |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.0m $150.4m | Reduced -49.4k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 2.0m $149.3m | Added +109.3k |
| STEADFAST CAPITAL MANAGEMENT LP 3.39% of their portfolio | 1.9m $142.3m | Added +551.9k |
| Two Creeks Capital Management, LP 6.98% of their portfolio | 1.5m $112.4m | Added +515.8k |
| AXA S.A. 0.16% of their portfolio | 1.5m $110.2m | Added +715.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $107.1m | Added +75.3k |
| Anomaly Capital Management, LP 4.06% of their portfolio | 1.5m $106.8m | New |
| BAMCO INC /NY/ 0.28% of their portfolio | 1.3m $97.5m | Unchanged |
| Point72 Asset Management, L.P. 0.31% of their portfolio | 1.3m $97.0m | Added +909.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 3.34% of their portfolio | 1.2m $91.7m | Added +181.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $80.9m | Added +173.5k |
| Balyasny Asset Management L.P. 0.21% of their portfolio | 1.1m $79.6m | Reduced -361.1k |
| Van Berkom & Associates Inc. 2.33% of their portfolio | 1.1m $78.1m | Reduced -146.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 954.1k $70.2m | Added +33.8k |
| Broad Bay Capital Management, LP 8.82% of their portfolio | 876.2k $64.5m | Reduced -47.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 796.1k $58.6m | Reduced -128.0k |
| Pictet Asset Management Holding SA 0.07% of their portfolio | 772.4k $56.8m | Reduced -42.1k |
| FEDERATED HERMES, INC. 0.13% of their portfolio | 760.4k $56.0m | Reduced -52.6k |
| Man Group plc 0.14% of their portfolio | 719.7k $53.0m | Reduced -145.7k |
| Junto Capital Management LP 1.09% of their portfolio | 673.9k $49.6m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 619.3k $45.6m | Added +95.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 617.8k $45.5m | Added +57.7k |
| Sequoia Financial Advisors, LLC 0.51% of their portfolio | 577.0k $42.5m | Added +162.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 570.2k $42.0m | Reduced -68.1k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.18% of their portfolio | 550.8k $40.5m | Added +11.4k |
| MORGAN STANLEY 0.00% of their portfolio | 489.7k $36.0m | Reduced -1.4m |
| MAVERICK CAPITAL LTD 0.68% of their portfolio | 488.3k $35.9m | Reduced -12.1k |
| NORGES BANK 0.01% of their portfolio | 486.6k $35.8m | Reduced -438.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 435.4k $32.0m | Added +137.2k |
| Capital International Investors 0.01% of their portfolio | 430.0k $31.6m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 401.7k $29.6m | Reduced -176.4k |
| Triodos Investment Management BV 2.46% of their portfolio | 383.0k $28.2m | Unchanged |
| FRED ALGER MANAGEMENT, LLC 0.13% of their portfolio | 368.9k $27.1m | Reduced -29.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 365.1k $26.9m | Reduced -34.3k |
| BARCLAYS PLC 0.01% of their portfolio | 343.5k $25.3m | Added +118.2k |
| BESSEMER GROUP INC 0.04% of their portfolio | 336.6k $24.8m | Added +107.7k |
| ARMISTICE CAPITAL, LLC 0.60% of their portfolio | 314.2k $23.1m | Added +79.9k |
| UBS Group AG 0.01% of their portfolio | 301.1k $22.2m | Added +261.8k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 299.3k $22.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 299.1k $22.0m | Reduced -30.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 269.1k $19.8m | Added +108.9k |
| Pelham Capital Ltd. 12.14% of their portfolio | 269.0k $19.8m | Reduced -45.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.19% of their portfolio | 261.2k $19.2m | Reduced -244.4k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 245.6k $18.2m | Added +3.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 243.5k $17.9m | Added +4.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 215.3k $15.8m | Reduced -10.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 200.8k $14.7m | Reduced -33.5k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 197.2k $14.5m | Reduced -41.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 196.0k $14.4m | Added +970 |
| FIFTH THIRD BANCORP 0.05% of their portfolio | 191.9k $14.1m | Added +72.1k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 191.0k $14.1m | Reduced -32.8k |
| Bridgewater Associates, LP 0.07% of their portfolio | 188.3k $13.9m | Added +77.6k |
| Gotham Asset Management, LLC 0.17% of their portfolio | 180.0k $13.2m | Added +84.7k |
| Swiss National Bank 0.01% of their portfolio | 171.4k $12.6m | Added +2.8k |
| Penn Capital Management Company, LLC 1.19% of their portfolio | 170.3k $12.6m | Reduced -2.7k |
| Invesco Ltd. 0.00% of their portfolio | 167.4k $12.3m | Added +4.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 158.5k $11.7m | Added +3.7k |
| Verition Fund Management LLC 0.09% of their portfolio | 158.0k $11.6m | Added +120.1k |
| Walter Public Investments Inc. 2.22% of their portfolio | 157.9k $11.6m | Reduced -230 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.67% of their portfolio | 153.0k $11.3m | Added +9.4k |
| Impax Asset Management Group plc 0.04% of their portfolio | 143.2k $10.5m | Added +8.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 134.4k $9.9m | Reduced -1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 131.0k $9.6m | Added +1.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 127.9k $9.4m | Added +2.2k |
| ABN AMRO Bank N.V. 0.13% of their portfolio | 115.2k $8.6m | Added +234 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 113.6k $8.4m | Reduced -6.0k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 111.3k $8.2m | First filing |
| Thematics Asset Management 0.33% of their portfolio | 111.1k $8.2m | Reduced -31.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 109.1k $8.0m | Reduced -4.2k |
| Retirement Systems of Alabama 0.03% of their portfolio | 108.0k $8.0m | Added +743 |
| FMR LLC 0.00% of their portfolio | 103.7k $7.6m | Added +40.0k |
| Vulcan Value Partners, LLC 0.11% of their portfolio | 97.4k $7.2m | New |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 96.0k $7.1m | Added +36.1k |
| WHITTIER TRUST CO 0.10% of their portfolio | 92.7k $6.8m | Added +91.2k |
| MAKENA CAPITAL MANAGEMENT LLC 1.55% of their portfolio | 91.1k $6.7m | Reduced -113.9k |
| Holocene Advisors, LP 0.03% of their portfolio | 90.5k $6.7m | Reduced -1.1m |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 87.9k $6.5m | Reduced -4.5k |
| BW Gestao de Investimentos Ltda. 0.83% of their portfolio | 86.0k $6.3m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 85.0k $6.3m | Reduced -478 |
| Cinctive Capital Management LP 0.33% of their portfolio | 83.0k $6.1m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 82.5k $6.1m | Reduced -6.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 77.0k $5.7m | Added +38.0k |
| HRT FINANCIAL LP 0.03% of their portfolio | 76.8k $5.7m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 74.9k $5.5m | Added +463 |
| Advantage Alpha Capital Partners LP 1.13% of their portfolio | 70.3k $5.2m | Reduced -11.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 69.6k $5.1m | Reduced -120.2k |