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Planet Fitness, Inc.

PLNT Consumer Discretionary
$73.29 +$1.15 (1.59%)
Market Cap: $5.82 B
Gurus Holding
4
Popularity Rank
#2252
% of Shares Held
2.12%
Net Activity (Q4 2025)
+$12.61 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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $123.18 M.

Top institutional holders include Steven Cohen and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $12.61 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 23.1%. Conversely, Ray Dalio reduced exposure by 81.8%.

Key Holders

Top 5 by Value

$133.2 M
$47.49 M
$869,316
$745,840

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$18.15 M
Total Buy Value
New Buys 0
Additions 3
-$5.54 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Planet Fitness, Inc. (PLNT)

Major holders include Steven Cohen ($133.2 M), Joel Greenblatt ($47.49 M), Cliff Asness ($869,316). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.68 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.61 M, with 3 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 $5.54 M.

Yes, 0 managers opened new positions in PLNT, and 3 increased their existing holdings. The total reported buy value was $18.15 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 7.3% 1,227,987 $133.2 M Q4 2025
0.17% Add 23.1% 437,862 $47.49 M Q4 2025
0.00% Add 20.9% 8,014 $869,316 Q4 2025
0.00% Reduce -81.8% 6,876 $745,840 Q4 2025
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