PLNT
Planet Fitness, Inc. · Consumer Cyclical · Leisure
Momentum inputs (comparable managers):
holder breadth -5.6% ·
share flow +6.2% ·
net new positions -11.8%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | -3 | 48.80M | $2.55B | +12 | −16 |
| Q1 2026 | 126 | +1 | 51.08M | $3.80B | +8 | −8 |
| Q4 2025 | 125 | +1 | 59.46M | $6.45B | +2 | n/a |
| Q3 2025 | 17 | -1 | 39.38M | $4.09B | +1 | −3 |
| Q2 2025 | 16 | 0 | 30.01M | $3.27B | +2 | −2 |
| Q1 2025 | 13 | +1 | 9.79M | $946.13M | +2 | −1 |
| Q4 2024 | 12 | +1 | 9.06M | $895.42M | +2 | −1 |
| Q3 2024 | 10 | 0 | 6.54M | $531.13M | +1 | −1 |
| Q2 2024 | 10 | n/a | 8.14M | $598.72M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.25M | -2.5% | $959.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (passive) | 8.11M | -1.5% | $841.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | JPMorgan Chase ✦ | 5.83M | n/a | $605.16M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 4 | T. Rowe Price ✦ | 5.13M | +48.9% | $532.84M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (passive) | 2.51M | -1.2% | $260.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 1.67M | n/a | $173.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passive) | 1.63M | +3.2% | $169.42M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 1.50M | +345.6% | $155.56M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Fidelity (FMR) ✦ | 1.22M | -5.4% | $127.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Point72 Asset Management ✦ | 1.14M | +275.3% | $118.76M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 633.36K | n/a | $65.74M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 12 | Gotham Asset Management ✦ | 355.81K | +33.8% | $36.93M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 333.05K | +34.3% | $34.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 37.86K | New | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 12.10K | -95.8% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 6.63K | +28.3% | $688,183 | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 17 | D. E. Shaw & Co. ✦ | 2.54K | -87.2% | $263,756 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $3.93M | 0.0% |
Exited
| Norges Bank | $116.18M | was 0.0% |
| Millennium Management | $94.80M | was 0.1% |
| Wellington Management | $3.34M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 423 holders, 86.22M shares, $5.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 2.33K sh @ 51.23 · $119,259
Director · 10.00K sh @ 49.28 · $492,800
Open-market sales (S)
Officer · 7.00K sh · $358,540
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology