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 ($13.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.20. Options: 18 managers hold calls ($285.5m notional), 14 hold puts ($40.7m).
Trends to Q2 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 |
| Q2 2026 | 424 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 233 | 245 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $60.9m | $37.7m | 0.62 |
| Q4 2025 | $123.7m | $50.4m | 0.41 |
| Q1 2026 | $24.4m | $16.2m | 0.67 |
| Q2 2026 | $285.5m | $40.7m | 0.14 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +2.2m |
| Corvex Management LP | New | +1.9m |
| Assenagon Asset Management S.A. | New | +1.7m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.5m |
| CADIAN CAPITAL MANAGEMENT, LP | Added | +1.2m |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +1.2m |
| Gotham Asset Management, LLC | Added | +975.6k |
| FMR LLC | Added | +715.6k |
| CITADEL ADVISORS LLC | Added | +612.6k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -3.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.8m |
| Ninety One UK Ltd | Reduced | -1.8m |
| BlackRock, Inc. | Reduced | -1.6m |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -1.5m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -1.3m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
| Van Berkom & Associates Inc. | Reduced | -719.8k |
| FEDERATED HERMES, INC. | Reduced | -642.3k |
Biggest calls
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | $70.4m1.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $66.1m1.3m shares |
| BW Gestao de Investimentos Ltda. | New | $36.5m700.0k shares |
| CITADEL ADVISORS LLC | Added | $27.1m519.6k shares |
| UBS Group AG | New | $26.5m508.8k shares |
| JPMORGAN CHASE & CO | New | $19.6m380.0k shares |
| WELLS FARGO & COMPANY/MN | New | $15.7m300.0k shares |
| Squarepoint Ops LLC | Added | $7.0m134.8k shares |
| JANE STREET GROUP, LLC | Added | $6.5m124.5k shares |
| IMC-Chicago, LLC | Added | $3.3m63.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.8m225.3k shares |
| JPMORGAN CHASE & CO | New | $6.4m125.0k shares |
| IMC-Chicago, LLC | Added | $5.1m98.7k shares |
| CITADEL ADVISORS LLC | Added | $4.4m84.2k shares |
| JANE STREET GROUP, LLC | Added | $4.1m79.3k shares |
| Squarepoint Ops LLC | Added | $2.3m43.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m36.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.3m25.3k shares |
| GROUP ONE TRADING LLC | Added | $1.2m23.2k shares |
| Walleye Capital LLC | Added | $829.5k15.9k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 2 | $478.8k | 0 | — | — |
| Q3 2026 | 2 | $612.1k | 1 | $358.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-14 | Bode William Chief Operating Officer | Sold | $358.5k7.0k shares |
| 2026-09-14 | Tanco Christopher Director · Trust | Bought | $119.3k2.3k shares |
| 2026-08-10 | Spinelli Stephen JR Director | Bought | $492.8k10.0k shares |
| 2026-05-12 | Keating Colleen Chief Executive Officer, director | Bought | $247.7k5.0k shares |
| 2026-05-08 | RATHKE FRANCES G Director · Trust | Bought | $231.1k5.0k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 8.3m $435.4m | Reduced -1.6m |
| T. Rowe Price Investment Management, Inc. 0.28% of their portfolio | 8.3m $434.7m | Reduced -3.3m |
| SRS Investment Management, LLC 2.40% of their portfolio | 4.9m $256.5m | Added +30.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.7m $191.3m | Reduced -17.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.6m $186.9m | Reduced -33.0k |
| Dorsal Capital Management, LP 5.21% of their portfolio | 2.8m $144.8m | Added +250.0k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 2.6m $137.7m | Added +1.5m |
| STATE STREET CORP 0.00% of their portfolio | 2.5m $130.3m | Reduced -12.1k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 2.5m $127.8m | Added +2.2m |
| STEADFAST CAPITAL MANAGEMENT LP 3.33% of their portfolio | 2.1m $108.5m | Reduced -132.0k |
| Corvex Management LP 3.07% of their portfolio | 1.9m $98.8m | New |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 1.8m $93.8m | Added +1.5m |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 1.7m $88.8m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $85.2m | Reduced -75.9k |
| CADIAN CAPITAL MANAGEMENT, LP 6.32% of their portfolio | 1.6m $83.5m | Added +1.2m |
| FMR LLC 0.00% of their portfolio | 1.4m $73.3m | Added +715.6k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 1.3m $68.8m | Added +975.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $65.4m | Reduced -1.1m |
| Van Berkom & Associates Inc. 2.12% of their portfolio | 1.3m $65.8m | Reduced -719.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.2m $62.3m | Reduced -44.8k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 2.55% of their portfolio | 1.2m $61.1m | New |
| BAMCO INC /NY/ 0.08% of their portfolio | 1.1m $56.1m | Reduced -124.4k |
| Ninety One UK Ltd 0.12% of their portfolio | 1.0m $54.2m | Reduced -1.8m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.0m $54.1m | Reduced -1.1m |
| NORGES BANK 0.01% of their portfolio | 1.0m $52.3m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 912.2k $47.6m | Added +7.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 899.5k $46.9m | Added +612.6k |
| UBS Group AG 0.01% of their portfolio | 816.2k $42.6m | Added +234.9k |
| MORGAN STANLEY 0.00% of their portfolio | 720.7k $37.6m | Added +215.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.35% of their portfolio | 720.6k $37.6m | Added +214.0k |
| Squarepoint Ops LLC 0.07% of their portfolio | 665.7k $34.7m | Added +350.4k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 656.6k $34.3m | Reduced -180.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 649.9k $33.9m | Reduced -34.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 585.6k $30.6m | Added +477.0k |
| Nantahala Capital Management, LLC 0.88% of their portfolio | 558.0k $29.1m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 513.2k $26.8m | Reduced -11.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.18% of their portfolio | 490.1k $25.6m | Added +431.6k |
| Man Group plc 0.05% of their portfolio | 478.2k $24.9m | Added +56.9k |
| TD Asset Management Inc 0.02% of their portfolio | 464.0k $24.2m | Reduced -181.8k |
| BARCLAYS PLC 0.01% of their portfolio | 456.1k $23.8m | Added +385.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 440.5k $23.0m | Reduced -291.9k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 404.4k $21.1m | Reduced -28.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 386.8k $20.2m | Added +68.9k |
| Triodos Investment Management BV 1.18% of their portfolio | 370.0k $19.3m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 354.5k $18.5m | Added +34.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 335.8k $17.5m | Added +316.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 310.8k $16.2m | Reduced -468.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 300.0k $15.7m | New |
| Champlain Investment Partners, LLC 0.40% of their portfolio | 298.5k $15.6m | Reduced -103.8k |
| CIBC Bancorp USA Inc. 0.02% of their portfolio | 291.9k $15.3m | Reduced -5.5k |
| Susquehanna Portfolio Strategies, LLC 0.24% of their portfolio | 285.0k $14.9m | Added +136.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 283.1k $14.8m | Added +248.9k |
| Quantinno Capital Management LP 0.02% of their portfolio | 267.5k $14.0m | Added +144.9k |
| Trexquant Investment LP 0.09% of their portfolio | 263.6k $13.8m | New |
| Nuveen, LLC 0.00% of their portfolio | 248.6k $13.0m | Added +2.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 221.1k $11.5m | Added +216.8k |
| MONTANOVA CAPITAL, LLC 0.24% of their portfolio | 219.9k $11.5m | New |
| MONIMUS CAPITAL MANAGEMENT, LP 2.91% of their portfolio | 219.7k $11.5m | Added +110.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 216.9k $11.3m | Reduced -14.7k |
| CITIGROUP INC 0.00% of their portfolio | 204.0k $10.6m | Added +143.6k |
| Impax Asset Management Group plc 0.07% of their portfolio | 194.3k $10.1m | Unchanged |
| Amundi 0.00% of their portfolio | 192.5k $10.0m | Reduced -67.8k |
| Jump Financial, LLC 0.09% of their portfolio | 192.0k $10.0m | Added +172.0k |
| Invesco Ltd. 0.00% of their portfolio | 180.8k $9.4m | Added +9.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 178.8k $9.3m | Reduced -7.9k |
| XTX Topco Ltd 0.12% of their portfolio | 175.8k $9.2m | Added +148.7k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 173.7k $9.1m | New |
| ABN AMRO Bank N.V. 0.11% of their portfolio | 166.3k $8.7m | Added +1.5k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.03% of their portfolio | 163.7k $8.5m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 162.4k $8.4m | Added +3.2k |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.47% of their portfolio | 162.0k $8.5m | Added +9.8k |
| BW Gestao de Investimentos Ltda. 0.20% of their portfolio | 161.2k $8.4m | Reduced -28.5k |
| Swiss National Bank 0.00% of their portfolio | 158.7k $8.3m | Reduced -5.4k |
| Nearwater Capital Markets, Ltd 0.13% of their portfolio | 150.0k $7.8m | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 141.6k $7.4m | Reduced -1.3m |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 140.1k $7.2m | Reduced -125.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 138.8k $7.2m | Added +10.9k |
| HAWK RIDGE CAPITAL MANAGEMENT LP 0.23% of their portfolio | 137.3k $7.2m | New |
| FIL Ltd 0.01% of their portfolio | 136.2k $7.1m | Added +40.1k |
| California Public Employees Retirement System 0.00% of their portfolio | 133.1k $6.9m | Added +26.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 124.7k $6.5m | Reduced -79.3k |
| WHITTIER TRUST CO 0.06% of their portfolio | 119.2k $6.2m | Reduced -629 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 109.3k $5.7m | Reduced -273.9k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 107.5k $5.6m | Added +89.5k |
| FORA Capital, LLC 0.39% of their portfolio | 107.5k $5.6m | New |
| Quinn Opportunity Partners LLC 0.26% of their portfolio | 107.3k $5.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 105.2k $5.5m | Reduced -7.9k |
| HRT FINANCIAL LP 0.01% of their portfolio | 105.0k $5.5m | Added +71.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 104.6k $5.5m | Reduced -217.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 103.5k $5.4m | Reduced -2.8m |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 102.7k $5.4m | New |
| Aquatic Capital Management LLC 0.17% of their portfolio | 97.0k $5.1m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 96.8k $7.2m | Reduced -22.2k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 95.6k $5.0m | New |
| Y-Intercept (Hong Kong) Ltd 0.10% of their portfolio | 94.7k $4.9m | Added +57.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 91.1k $4.8m | Reduced -4.0k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 88.9k $4.6m | Added +34.2k |
| BESSEMER GROUP INC 0.01% of their portfolio | 82.4k $4.3m | Reduced -220.7k |
| Retirement Systems of Alabama 0.01% of their portfolio | 81.8k $4.3m | Reduced -19.9k |
| SG Americas Securities, LLC 0.00% of their portfolio | 80.2k $4.2m | Reduced -14.7k |