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 ($11.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.40. Options: 11 managers hold calls ($24.4m notional), 11 hold puts ($16.2m).
Trends to Q1 2026
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 |
| Q2 2025 | 419 |
| Q3 2025 | 409 |
| Q4 2025 | 436 |
| Q1 2026 | 426 |
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 2024 | 163 | 163 |
| Q3 2024 | 146 | 195 |
| Q4 2024 | 160 | 186 |
| Q1 2025 | 220 | 179 |
| Q2 2025 | 223 | 180 |
| Q3 2025 | 188 | 214 |
| Q4 2025 | 197 | 213 |
| Q1 2026 | 221 | 217 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $172.1m | $86.2m | 0.50 |
| Q3 2025 | $60.9m | $37.7m | 0.62 |
| Q4 2025 | $123.7m | $50.4m | 0.41 |
| Q1 2026 | $24.4m | $16.2m | 0.67 |
Biggest buyers
| Van Berkom & Associates Inc. | Added | +1.2m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +928.8k |
| FMR LLC | Added | +670.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +532.3k |
| GW&K Investment Management, LLC | New | +433.1k |
| Man Group plc | New | +421.3k |
| CADIAN CAPITAL MANAGEMENT, LP | New | +355.0k |
| STEADFAST CAPITAL MANAGEMENT LP | Added | +323.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +287.4k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -2.5m |
| Invesco Ltd. | Reduced | -1.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.6m |
| CITADEL ADVISORS LLC | Reduced | -1.4m |
| D. E. Shaw & Co., Inc. | Reduced | -831.1k |
| Ninety One UK Ltd | Reduced | -606.8k |
| FRANKLIN RESOURCES INC | Reduced | -606.1k |
| Freestone Grove Partners LP | Sold out | -587.3k |
| LORD, ABBETT & CO. LLC | Sold out | -450.4k |
| AustralianSuper Pty Ltd | Sold out | -422.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.7m117.3k shares |
| Squarepoint Ops LLC | Added | $4.8m64.8k shares |
| CITADEL ADVISORS LLC | Added | $3.8m50.8k shares |
| JANE STREET GROUP, LLC | Reduced | $2.8m37.0k shares |
| IMC-Chicago, LLC | Reduced | $1.6m21.4k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $1.4m19.1k shares |
| CMT Capital Markets Trading GmbH | New | $372.0k5.0k shares |
| Walleye Trading LLC | Reduced | $282.6k3.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $252.9k3.4k shares |
| Walleye Capital LLC | New | $230.6k3.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.6m88.5k shares |
| IMC-Chicago, LLC | Added | $3.1m42.3k shares |
| Squarepoint Ops LLC | Added | $1.7m23.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.6m21.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m16.8k shares |
| JANE STREET GROUP, LLC | Reduced | $520.7k7.0k shares |
| Walleye Capital LLC | Reduced | $371.9k5.0k shares |
| Walleye Trading LLC | Reduced | $364.5k4.9k shares |
| GROUP ONE TRADING LLC | Added | $297.5k4.0k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $275.2k3.7k 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 2026
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 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 2 | $655.2k | — |
| Q4 2024 | 0 | — | 3 | $3.2m | — |
| Q1 2025 | 0 | — | 1 | $276.3k | — |
| Q2 2025 | 0 | — | 1 | $2.4m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| T. Rowe Price Investment Management, Inc. 0.60% of their portfolio | 11.6m $865.2m | Reduced -2.5m |
| BlackRock, Inc. 0.01% of their portfolio | 9.9m $736.9m | Added +72.4k |
| SRS Investment Management, LLC 3.84% of their portfolio | 4.9m $363.5m | Added +8.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.7m $274.0m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 3.6m $268.9m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 2.9m $215.4m | Reduced -1.6m |
| Ninety One UK Ltd 0.49% of their portfolio | 2.8m $209.4m | Reduced -606.8k |
| Dorsal Capital Management, LP 7.47% of their portfolio | 2.5m $187.8m | Reduced -225.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.5m $186.8m | Added +33.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.4m $173.7m | Reduced -409.1k |
| STEADFAST CAPITAL MANAGEMENT LP 6.20% of their portfolio | 2.2m $164.6m | Added +323.6k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 2.1m $155.7m | Added +928.8k |
| Van Berkom & Associates Inc. 2.41% of their portfolio | 2.0m $147.4m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $127.1m | Added +50.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.13% of their portfolio | 1.5m $109.9m | Added +532.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.36% of their portfolio | 1.5m $108.0m | Reduced -6.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.2m $92.1m | Added +21.9k |
| BAMCO INC /NY/ 0.27% of their portfolio | 1.2m $89.3m | Added +50.0k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.2m $86.1m | Added +1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 904.3k $67.3m | Added +32.6k |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 837.5k $62.3m | Reduced -390.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 779.3k $58.0m | Added +52.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 732.4k $54.5m | Added +13.1k |
| FMR LLC 0.00% of their portfolio | 689.6k $51.3m | Added +670.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 684.6k $50.9m | Added +9.3k |
| FEDERATED HERMES, INC. 0.08% of their portfolio | 652.5k $48.5m | Reduced -48.1k |
| TD Asset Management Inc 0.04% of their portfolio | 645.8k $48.0m | Added +47.1k |
| Two Creeks Capital Management, LP 4.74% of their portfolio | 603.9k $44.9m | Added +142.7k |
| UBS Group AG 0.01% of their portfolio | 581.3k $43.2m | Reduced -201.0k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 561.6k $41.8m | Added +189.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 524.7k $39.0m | First filing |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.39% of their portfolio | 506.6k $37.7m | Added +202.7k |
| MORGAN STANLEY 0.00% of their portfolio | 505.6k $37.6m | Reduced -137.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 500.6k $37.2m | Added +20.5k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 477.6k $35.5m | Reduced -130.5k |
| Fiera Capital Corp 0.11% of their portfolio | 435.8k $32.4m | Added +8.3k |
| GW&K Investment Management, LLC 0.28% of their portfolio | 433.1k $32.2m | New |
| Man Group plc 0.06% of their portfolio | 421.3k $31.3m | New |
| Champlain Investment Partners, LLC 0.38% of their portfolio | 402.3k $29.9m | Reduced -65.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 383.2k $28.5m | Reduced -7.9k |
| Triodos Investment Management BV 2.08% of their portfolio | 370.0k $27.5m | Added +94.0k |
| CADIAN CAPITAL MANAGEMENT, LP 3.22% of their portfolio | 355.0k $26.4m | New |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.96% of their portfolio | 346.3k $25.8m | Reduced -22.8k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 342.8k $25.5m | Reduced -95.1k |
| FRED ALGER MANAGEMENT, LLC 0.11% of their portfolio | 328.9k $24.5m | Reduced -147.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 321.8k $23.9m | Added +13.2k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 320.0k $23.8m | Reduced -606.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 318.0k $23.7m | Added +15.5k |
| Squarepoint Ops LLC 0.05% of their portfolio | 315.4k $23.5m | Added +47.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 307.4k $22.9m | Reduced -189.3k |
| BESSEMER GROUP INC 0.04% of their portfolio | 303.1k $22.5m | Reduced -82.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 301.4k $22.4m | Added +287.4k |
| CIBC Bancorp USA Inc. 0.03% of their portfolio | 297.4k $22.1m | First filing |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 286.9k $21.3m | Reduced -1.4m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 266.3k $19.8m | Reduced -831.1k |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 265.1k $19.5m | Added +97.7k |
| Amundi 0.01% of their portfolio | 260.3k $19.4m | Added +141.0k |
| Nuveen, LLC 0.00% of their portfolio | 246.1k $18.3m | Reduced -5.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 231.6k $17.2m | Added +4.7k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 221.3k $16.5m | Reduced -5.6k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 211.8k $15.8m | Reduced -3.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 204.0k $15.2m | Added +24.7k |
| Woodline Partners LP 0.05% of their portfolio | 195.3k $14.5m | Reduced -214.3k |
| Impax Asset Management Group plc 0.10% of their portfolio | 194.3k $14.4m | Unchanged |
| BW Gestao de Investimentos Ltda. 0.63% of their portfolio | 189.6k $14.1m | Added +41.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 186.7k $13.9m | Reduced -52.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 185.3k $13.8m | New |
| Walleye Capital LLC 0.08% of their portfolio | 178.3k $13.3m | Added +178.3k |
| TimesSquare Capital Management, LLC 0.22% of their portfolio | 171.1k $12.7m | New |
| Invesco Ltd. 0.00% of their portfolio | 171.0k $12.7m | Reduced -1.6m |
| ABN AMRO Bank N.V. 0.13% of their portfolio | 164.8k $12.4m | Added +44.4k |
| Swiss National Bank 0.01% of their portfolio | 164.1k $12.2m | Reduced -1.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 159.2k $11.8m | Reduced -8.2k |
| Ninety One SA (Pty) Ltd 0.49% of their portfolio | 153.2k $11.4m | Added +8.0k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.60% of their portfolio | 152.2k $11.3m | Added +79.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 151.5k $11.3m | Added +34.8k |
| Susquehanna Portfolio Strategies, LLC 0.16% of their portfolio | 148.4k $11.0m | Added +82.5k |
| Interval Partners, LP 0.35% of their portfolio | 135.2k $10.1m | Added +23.6k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 131.2k $9.5m | Added +5.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 127.9k $9.5m | Reduced -1.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 127.3k $9.5m | Unchanged |
| Quantinno Capital Management LP 0.02% of their portfolio | 122.6k $9.1m | Reduced -21.2k |
| WHITTIER TRUST CO 0.10% of their portfolio | 119.8k $8.8m | Added +11.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 119.0k $12.9m | Added +18.0k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% of their portfolio | 113.3k $8.4m | Added +40.9k |
| Legal & General Group Plc 0.00% of their portfolio | 113.1k $8.4m | Reduced -15.2k |
| MONIMUS CAPITAL MANAGEMENT, LP 2.24% of their portfolio | 108.8k $8.1m | Added +66.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 108.6k $8.1m | Reduced -5.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 107.0k $8.0m | Reduced -16.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 106.2k $7.9m | Reduced -37.0k |
| Sea Cliff Partners Management, LP 3.94% of their portfolio | 102.5k $7.6m | Reduced -102.5k |
| Retirement Systems of Alabama 0.03% of their portfolio | 101.7k $7.6m | Added +2.1k |
| Aberdeen Group plc 0.01% of their portfolio | 98.5k $7.3m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 98.5k $7.3m | Reduced -3.3k |
| FIL Ltd 0.01% of their portfolio | 96.1k $7.1m | Reduced -187.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 95.1k $7.1m | Added +16.0k |
| SG Americas Securities, LLC 0.01% of their portfolio | 94.9k $7.1m | Added +67.9k |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 92.8k $6.9m | Reduced -7.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 89.7k $6.7m | Added +6.6k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 78.5k $5.8m | New |