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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.63. Options: 18 managers hold calls ($170.2m notional), 17 hold puts ($54.1m).
Trends to Q1 2025
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 |
| Q3 2024 | 348 |
| Q4 2024 | 386 |
| Q1 2025 | 409 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 179 | 171 |
| Q3 2023 | 168 | 180 |
| Q4 2023 | 163 | 185 |
| Q1 2024 | 151 | 192 |
| Q2 2024 | 163 | 163 |
| Q3 2024 | 146 | 195 |
| Q4 2024 | 160 | 186 |
| Q1 2025 | 220 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $242.4m | $76.1m | 0.31 |
| Q3 2024 | $69.1m | $95.6m | 1.38 |
| Q4 2024 | $139.2m | $102.5m | 0.74 |
| Q1 2025 | $170.2m | $54.1m | 0.32 |
Biggest buyers
| Invesco Ltd. | Added | +1.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.3m |
| Ninety One UK Ltd | Added | +806.0k |
| Sequoia Financial Advisors, LLC | New | +562.9k |
| Junto Capital Management LP | New | +544.3k |
| T. Rowe Price Investment Management, Inc. | Added | +496.0k |
| Artemis Investment Management LLP | Added | +481.3k |
| Driehaus Capital Management LLC | New | +479.9k |
| FMR LLC | Added | +453.8k |
| SAMLYN CAPITAL, LLC | Added | +439.6k |
Biggest sellers
| Anomaly Capital Management, LP | Sold out | -1.8m |
| Champlain Investment Partners, LLC | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -805.1k |
| BlackRock, Inc. | Reduced | -756.4k |
| UBS Group AG | Reduced | -559.0k |
| Greenvale Capital LLP | Reduced | -400.0k |
| Two Creeks Capital Management, LP | Reduced | -307.8k |
| FRANKLIN RESOURCES INC | Reduced | -273.9k |
| Amundi | Reduced | -265.4k |
| JPMORGAN CHASE & CO | Reduced | -243.8k |
Biggest calls
| SAMLYN CAPITAL, LLC | Reduced | $47.6m492.9k shares |
| WELLS FARGO & COMPANY/MN | New | $42.8m443.0k shares |
| CITADEL ADVISORS LLC | Reduced | $18.1m187.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.9m164.8k shares |
| JANE STREET GROUP, LLC | Added | $12.9m133.9k shares |
| SIMPLEX TRADING, LLC | Added | $12.4m128.7k shares |
| IMC-Chicago, LLC | Added | $3.9m40.6k shares |
| SIG BROKERAGE, LP | Added | $3.1m32.1k shares |
| Squarepoint Ops LLC | Reduced | $2.8m28.9k shares |
| GROUP ONE TRADING LLC | Added | $2.8m28.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $21.4m221.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.0m103.9k shares |
| Symmetry Investments LP | New | $4.8m50.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.7m38.5k shares |
| Walleye Trading LLC | Reduced | $2.8m29.5k shares |
| Verition Fund Management LLC | Added | $2.3m24.2k shares |
| IMC-Chicago, LLC | Reduced | $2.3m24.0k shares |
| PEAK6 LLC | Reduced | $1.5m15.5k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.3m13.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $1.0m10.4k 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 2025
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 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 | — | — |
| Q3 2024 | 0 | — | 2 | $655.2k | — |
| Q4 2024 | 0 | — | 3 | $3.2m | — |
| Q1 2025 | 0 | — | 1 | $276.3k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-10 | DUNAWAY CAMBRIA W Director | Sold | $276.3k3.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 9.3m $899.3m | Reduced -756.4k |
| T. Rowe Price Investment Management, Inc. 0.54% of their portfolio | 8.4m $812.2m | Added +496.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 8.1m $782.4m | Added +62.7k |
| SRS Investment Management, LLC 6.09% of their portfolio | 4.7m $454.3m | Unchanged |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.4m $325.1m | Reduced -243.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 3.3m $317.8m | Added +1.3m |
| Amundi 0.09% of their portfolio | 2.6m $255.1m | Reduced -265.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.6m $251.6m | Added +19.3k |
| Dorsal Capital Management, LP 7.17% of their portfolio | 2.3m $222.2m | Added +300.0k |
| Invesco Ltd. 0.04% of their portfolio | 2.2m $213.6m | Added +1.7m |
| Ninety One UK Ltd 0.57% of their portfolio | 2.1m $205.3m | Added +806.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.50% of their portfolio | 1.8m $178.1m | Reduced -179.5k |
| STEADFAST CAPITAL MANAGEMENT LP 4.70% of their portfolio | 1.7m $165.6m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $147.3m | Added +84.6k |
| FMR LLC 0.01% of their portfolio | 1.4m $139.4m | Added +453.8k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.4m $139.3m | Reduced -273.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.4m $134.2m | Added +16.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.4m $130.9m | Reduced -152.3k |
| SAMLYN CAPITAL, LLC 2.13% of their portfolio | 1.3m $129.5m | Added +439.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $113.3m | Added +5.1k |
| BAMCO INC /NY/ 0.33% of their portfolio | 1.1m $111.1m | Reduced -100.0k |
| Champlain Investment Partners, LLC 0.79% of their portfolio | 1.1m $108.9m | Reduced -1.2m |
| NORGES BANK 0.01% of their portfolio | 1.0m $100.6m | Added +29.9k |
| Balyasny Asset Management L.P. 0.24% of their portfolio | 1.0m $97.5m | Added +338.0k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 2.94% of their portfolio | 937.6k $90.6m | Added +245.8k |
| CADIAN CAPITAL MANAGEMENT, LP 3.86% of their portfolio | 933.0k $90.1m | Added +291.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 906.2k $87.5m | Reduced -21.7k |
| Greenvale Capital LLP 7.52% of their portfolio | 800.0k $77.3m | Reduced -400.0k |
| Two Creeks Capital Management, LP 4.70% of their portfolio | 761.5k $73.6m | Reduced -307.8k |
| Van Berkom & Associates Inc. 2.32% of their portfolio | 748.7k $72.3m | Reduced -76.1k |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 726.5k $70.2m | Added +19.2k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 723.9k $69.9m | Added +177.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 700.4k $67.7m | Reduced -23.5k |
| Artemis Investment Management LLP 0.99% of their portfolio | 671.1k $64.8m | Added +481.3k |
| UBS Group AG 0.01% of their portfolio | 665.8k $64.3m | Reduced -559.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 663.8k $64.1m | Added +301.3k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 659.6k $63.7m | Reduced -51.2k |
| Sequoia Financial Advisors, LLC 0.42% of their portfolio | 562.9k $54.4m | New |
| FRED ALGER MANAGEMENT, LLC 0.30% of their portfolio | 546.2k $52.8m | Added +108.0k |
| TD Asset Management Inc 0.05% of their portfolio | 545.1k $52.7m | Added +28.6k |
| Junto Capital Management LP 1.20% of their portfolio | 544.3k $52.6m | New |
| AXA S.A. 0.16% of their portfolio | 511.1k $49.4m | Reduced -173.2k |
| Driehaus Capital Management LLC 0.45% of their portfolio | 479.9k $46.4m | New |
| MORGAN STANLEY 0.00% of their portfolio | 474.4k $45.8m | Added +79.7k |
| PEREGRINE CAPITAL MANAGEMENT LLC 1.52% of their portfolio | 473.3k $45.7m | Reduced -47.7k |
| Capital International Investors 0.01% of their portfolio | 430.0k $41.5m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 401.6k $38.8m | Added +111.2k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.41% of their portfolio | 386.8k $37.4m | Reduced -200.4k |
| BESSEMER GROUP INC 0.06% of their portfolio | 359.8k $34.8m | Added +8.0k |
| ARMISTICE CAPITAL, LLC 0.90% of their portfolio | 347.6k $33.6m | Added +122.6k |
| MANE GLOBAL CAPITAL MANAGEMENT LP 2.52% of their portfolio | 327.9k $31.7m | Reduced -5.7k |
| Fiera Capital Corp 0.11% of their portfolio | 324.1k $31.3m | New |
| Squarepoint Ops LLC 0.07% of their portfolio | 314.8k $30.4m | Added +110.8k |
| BWCP, LP 5.91% of their portfolio | 301.7k $29.2m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 297.9k $28.8m | Added +41.8k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 297.1k $28.7m | Reduced -805.1k |
| Triodos Investment Management BV 2.30% of their portfolio | 291.0k $28.0m | Reduced -23.0k |
| FIL Ltd 0.03% of their portfolio | 283.5k $27.4m | New |
| LORD, ABBETT & CO. LLC 0.10% of their portfolio | 281.1k $27.2m | New |
| Nuveen, LLC 0.01% of their portfolio | 278.3k $26.9m | First filing |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 255.8k $24.7m | Added +59.8k |
| Gotham Asset Management, LLC 0.19% of their portfolio | 240.0k $23.2m | Added +44.2k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 237.2k $22.9m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 233.8k $22.6m | Reduced -2.1k |
| WCM INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 223.4k $21.5m | Reduced -186 |
| Davidson Kempner Capital Management LP 0.27% of their portfolio | 200.0k $19.3m | Not comparable |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 195.2k $18.9m | Reduced -206 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 186.0k $18.0m | New |
| Freestone Grove Partners LP 0.18% of their portfolio | 183.1k $17.7m | Reduced -76.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.02% of their portfolio | 183.1k $17.6m | Added +58 |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 177.3k $17.1m | Added +11.4k |
| AEGON ASSET MANAGEMENT UK Plc 0.25% of their portfolio | 177.2k $17.1m | Added +21.6k |
| Walter Public Investments Inc. 3.11% of their portfolio | 172.8k $16.7m | Added +9.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 163.5k $15.8m | Added +12.4k |
| Swiss National Bank 0.01% of their portfolio | 163.2k $15.8m | Reduced -3.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 158.2k $15.3m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 158.1k $15.3m | Reduced -25.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 145.5k $14.1m | Added +24.5k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 144.8k $14.0m | New |
| California Public Employees Retirement System 0.01% of their portfolio | 144.3k $13.9m | Added +3.1k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.80% of their portfolio | 143.6k $13.9m | Reduced -4.2k |
| Impax Asset Management Group plc 0.08% of their portfolio | 139.3k $13.5m | Reduced -3.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 137.7k $13.3m | Reduced -2.6k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 136.9k $13.1m | Reduced -8.4k |
| Legal & General Group Plc 0.00% of their portfolio | 135.2k $13.1m | Added +4.0k |
| Broad Bay Capital Management, LP 1.87% of their portfolio | 129.1k $12.5m | Reduced -15.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 127.3k $12.3m | Added +82.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 126.9k $12.3m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 126.9k $12.3m | Reduced -26.3k |
| 2Xideas AG 1.86% of their portfolio | 126.4k $12.2m | Added +64.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 118.3k $11.4m | Added +8.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 116.5k $11.3m | Added +46.3k |
| ABN AMRO Bank N.V. 0.15% of their portfolio | 114.1k $11.0m | Reduced -95 |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 113.4k $11.0m | Reduced -103.7k |
| WHITTIER TRUST CO 0.14% of their portfolio | 104.4k $10.1m | Added +2.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 103.8k $10.0m | Reduced -1.7k |
| Retirement Systems of Alabama 0.04% of their portfolio | 102.5k $9.9m | Added +102 |
| Danica Pension, Livsforsikringsaktieselskab 0.19% of their portfolio | 99.7k $9.6m | Added +59.7k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 93.5k $9.0m | Reduced -2.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.15% of their portfolio | 90.0k $8.7m | Reduced -11.4k |