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Planet Fitness, Inc.

PLNT Consumer Discretionary
$40.5 $-2.18 (-5.11%)
Market Cap: $3.06 B
Gurus Holding
6
Popularity Rank
#1286
% of Shares Held
6.39%
Net Activity (Q2 2026)
+$127.48 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $195.39 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $127.48 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 284.6%. Conversely, Steven Cohen reduced exposure by 21.6%.

Key Holders

Top 5 by Value

$137.74 M
$68.78 M
$34.26 M
$1.23 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$138.79 M
Total Buy Value
New Buys 2
Additions 3
-$11.31 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Planet Fitness, Inc. (PLNT)

Major holders include Cliff Asness ($137.74 M), Joel Greenblatt ($68.78 M), Steven Cohen ($34.26 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $127.48 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited PLNT. The total reported sell value was $11.31 M.

Yes, 2 managers opened new positions in PLNT, and 3 increased their existing holdings. The total reported buy value was $138.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 128.1% 2,640,170 $137.74 M Q2 2026
0.16% Add 284.6% 1,318,390 $68.78 M Q2 2026
0.04% Reduce -21.6% 656,644 $34.26 M Q2 2026
0.01% New Buy 173,703 $9.06 M Q2 2026
0.01% New Buy 23,521 $1.23 M Q2 2026
0.00% Add 60.7% 12,051 $628,700 Q2 2026
Date
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Transaction
Value
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SEC Form