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Planet Fitness, Inc.

PLNT Consumer Discretionary
$52.05 +$1.57 (3.11%)
Market Cap: $4.13 B
Gurus Holding
5
Popularity Rank
#1743
% of Shares Held
2.98%
Net Activity (Q1 2026)
+$51.05 M

Guru Ownership Trend

Guru Analysis for Planet Fitness, Inc. (PLNT)

Planet Fitness, Inc. (PLNT), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $123.37 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.05 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 31.8%.

Key Holders

Top 5 by Value

$86.08 M
$62.29 M
$25.5 M
$1.87 M
$557,850

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$87.91 M
Total Buy Value
New Buys 2
Additions 1
-$36.86 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
3

FAQs for Planet Fitness, Inc. (PLNT)

Major holders include Cliff Asness ($86.08 M), Steven Cohen ($62.29 M), Joel Greenblatt ($25.5 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 2.37 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.05 M, with 3 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited PLNT. The total reported sell value was $36.86 M.

Yes, 2 managers opened new positions in PLNT, and 1 increased their existing holdings. The total reported buy value was $87.91 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 14340.4% 1,157,250 $86.08 M Q1 2026
0.08% Reduce -31.8% 837,476 $62.29 M Q1 2026
0.08% Reduce -21.7% 342,785 $25.5 M Q1 2026
0.41% New Buy 25,200 $1.87 M Q1 2026
0.00% New Buy 7,500 $557,850 Q1 2026
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Value
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