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PLNT Planet Fitness Inc.

Consumer Discretionary, filed as PLANET FITNESS INC (CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • Max 3.0%
  • $155M
  • 1 new 1 reduce

In 2026 Q2 Corvex Management opened a position in Planet Fitness, while Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 3.0% (Corvex Management). Not free-float ownership.

  1. Corvex Management New 3.0%
  2. Ron Baron Reduce 0.08%

Who owns PLNT

Sorted by value, long equity only, as of 2026 Q2.

History
Corvex Management 3.0% New 3.0% 1,893,738 $99M History
Ron Baron, Bamco Inc. (Baron Capital) 0.08%, was 0.27% Reduce −10.4% 1,075,674 $56M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PLNT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PLNT insider trades
  • $1.1M bought by 4 insiders
  • $359K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Christopher Tanco Director
    Buy
    $119K 2,328 shares at $51.23 New stake
    Traded Sep 14 Filed Sep 16
    ↗
  2. William Bode COO
    Sale
    $359K 7,000 shares at $51.22 18% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  3. Stephen Spinelli Jr. Director
    Buy
    $493K 10,000 shares at $49.28 +28% to stake
    Traded Aug 10 Filed Aug 11
    ↗
  4. Colleen Keating CEO
    Buy
    $248K 5,000 shares at $49.54 +3.7% to stake
    Traded May 12 Filed May 14
    ↗
  5. Frances G Rathke Director
    Buy
    $231K 5,000 shares at $46.21 New stake
    Traded May 8 Filed May 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 stock grants, 8 share withholdings for taxes, and 1 option exercise.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.07B $1.18B $1.32B
Gross profit * $0.881B $0.985B $1.09B
Gross margin * 82.3% 83.3% 82.6%
Net income $138.31M $172.04M $219.1M
Net margin * 12.9% 14.6% 16.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $471.82M $588.02M $658.39M
Total non-current assets * $2.5B $2.48B $2.45B
Total assets $2.97B $3.07B $3.1B
Total current liabilities $251.33M $282.5M $312.49M
Total non-current liabilities $2.84B $3B $3.27B
Total equity -$115.65M -$215.38M -$482.78M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $330.25M $343.87M $418.42M
Cash from investing -$339.99M -$208.71M -$160.16M
Cash from financing -$141.42M -$105M -$198.1M
Net change in cash -$150.38M $27.55M $62.28M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.