Planet Fitness, Inc.· PLNT

🇺🇸 US · MidSP400NYSE

Consumer Cyclical Leisure Website

Price: $49.49
Day: -0.84%
Mkt Cap: $3.93B
52W Range: $37.03 – $114.26
Volume: 3.79M
Beta: 1.01

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.4 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 449 institutions hold; 241 added, 153 reduced
Insiders Q3 2026: 2 purchases ($612.1K), 1 sale ($358.5K)

Blog

stockoscope.com

Planet Fitness, Inc.

PLNT|Consumer Cyclical|Leisure

Current price: $49

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

1.6x

vs own 6-quarter average

Seller breadth · Q3 2026

1 seller

vs 0.7 avg per quarter

Institutional net breadth · Q2 2026

+86

343 adding vs 257 reducing

Institutional ownership · Q2 2026

N/A

overlapping 13F filings

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

8.3M

-13.0%

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

8.3M

-26.0%

SRS INVESTMENT MANAGEMENT, LLC

4.9M

+4.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.7M

+2.8%

VANGUARD CAPITAL MANAGEMENT LLC

3.6M

+2.4%

DORSAL CAPITAL MANAGEMENT, LLC

2.8M

+13.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

197

55 buying197 unchanged85 selling

337 funds held PLNT in Q2 2026, holding 44.3M shares between them, down 9.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST544.5K sh

NATIONWIDE MUTUAL FUNDS10.7K sh

Principal Exchange-Traded Funds6.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 15

Fitzgerald Thomas J III

$1.6M

Sale · Jun 11

Keating Colleen

$1.5M

Sale · Jun 11

Keating Colleen

$892.2K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PLNT on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PLNT Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.4/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+47

Institutional Flow

50% weight

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.4/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PLNT

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Meaningful: 2 purchases totaling $612.1K (12.3K shares)

1 sale totaling $358.5K (7.0K shares)

Share volume is 3x+ above the historical average, unusually strong

Net insider flow has deteriorated over recent quarters

1.6x

Selling pace

vs own 6-qtr average

Elevated

1.56%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.3 avg per quarter

$612.1K

Insider buying

2 buyers in Q3 2026

Notable Recent Transactions, PLNT

Top 8 highest-value insider trades from the last 8 quarters

Fitzgerald Thomas J III

CFO

Sell

16,448 shares at $94.87

≈37.3% of their stake at the time

Nov 15, 2024$1.56M

Keating Colleen

CEO

Sell

14,932 shares at $102.57

≈12.4% of their stake at the time

Jun 11, 2025$1.53M

Keating Colleen

CEO

Sell

8,738 shares at $102.11

≈6.8% of their stake at the time

Jun 11, 2025$892.24K

Spinelli Stephen JR

Director

Buy

10,000 shares at $49.28

≈22.0% of their stake after buying

Aug 10, 2026$492.80K

Bode William

Div. President, U.s. Franchise

Sell

4,641 shares at $100.14

≈17.4% of their stake at the time

Dec 5, 2024$464.77K

Bode William

COO

Sell

7,000 shares at $51.22

≈17.5% of their stake at the time

Sep 14, 2026$358.54K

Simmons Jennifer

Div President, Corp Stores

Sell

3,298 shares at $96.14

≈14.7% of their stake at the time

Nov 14, 2024$317.07K

DUNAWAY CAMBRIA W

Director

Sell

3,000 shares at $92.11

≈14.9% of their stake at the time

Mar 10, 2025$276.33K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PLNT

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

13F filings cover more than 100% of shares this quarter (overlapping reports), so ownership and share-flow figures are unreliable

Slight accumulation: 343 adding vs 257 reducing

+86

Net breadth

343 adding vs 257 reducing

Accumulating

1.33

Add / reduce ratio

in Q2 2026

-2

New − closed

102 initiated, 104 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+343 growing-257 shrinkingNet: +86

102

241

153

104

New (102)

Increased (241)

Reduced (153)

Closed (104)

Top Institutional Holders, PLNT

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

8.3M

$435.4M

Ownership

10.84%

-13.0%

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

8.3M

$434.7M

Ownership

10.82%

-26.0%

SRS INVESTMENT MANAGEMENT, LLC

4.9M

$256.5M

Ownership

6.38%

+4.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.7M

$191.3M

Ownership

4.76%

+2.8%

VANGUARD CAPITAL MANAGEMENT LLC

3.6M

$186.9M

Ownership

4.65%

+2.4%

DORSAL CAPITAL MANAGEMENT, LLC

2.8M

$144.8M

Ownership

3.60%

+13.5%

AQR CAPITAL MANAGEMENT LLC

2.6M

$137.7M

Ownership

3.43%

+135.7%

STATE STREET CORP

2.5M

$130.3M

Ownership

3.24%

+2.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 337 ETFs and mutual funds reporting

55 buying85 sellingNet: -30

197

Buying (55)

Unchanged (197)

Selling (85)

In total, funds bought 545.7K shares and sold 4.9M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

337 ETFs and mutual funds reporting

85 funds selling vs 55 buying

Top Fund Holders, PLNT

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

544.5K

Weight

2.69%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

10.7K

Weight

0.00%

Jul 31, 2026Decreased

Principal Exchange-Traded Funds

6.0K

Weight

0.02%

Jun 30, 2026No change

Securian Funds Trust

5.8K

Weight

0.07%

Jun 30, 2026Decreased

BlackRock ETF Trust

4.8K

Weight

0.01%

Jun 30, 2026Increased

PACIFIC SELECT FUND

4.3K

Weight

0.00%

Jun 30, 2026Decreased

PARNASSUS FUNDS

4.2K

Weight

0.43%

Jun 30, 2026No change

BNY MELLON VARIABLE INVESTMENT FUND

3.8K

Weight

1.24%

Jun 30, 2026No change

Planet Fitness, Inc.· PLNT

Holdings Analysis

Insider Trading Activity

1.3Transaction History87Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings146Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History87Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings146Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights