undamentalytics Newsletter

Planet Fitness, Inc.: which funds bought and sold

Institutions that bought and sold Planet Fitness shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 232 institutions that filed 13F reports for both quarters added to or opened positions in Planet Fitness, and 246 cut or closed them. Together they sold a net 3.4M shares, −3.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.8M shares (+7.5%); index fund managers were net sellers of 1.8M shares (−7.4%). 93 opened a new position and 97 sold out entirely.

Bought, Q2 2026 232 institutions, 93 of them new holders Sold, Q2 2026 246 institutions, 97 of them sold out
Net change, all compared −3.4M shares (−3.8%)
Net change, active managers +2.8M shares (+7.5%), 41 bought, 33 sold

Buyers versus sellers

institutions compared, 511
Active managers and hedge funds 41 bought · 33 sold · +2.8M
Index fund managers 2 bought · 9 sold · −1.8M
Other institutions 189 bought · 204 sold · −4.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
D. E. Shaw & Co., Inc. Hedge fund +2.2M +820.2% 2.5M $128M
Corvex Management LP Hedge fund +1.9M New position 1.9M $98.8M
Assenagon Asset Management S.A. +1.7M New position 1.7M $88.8M
Millennium Management LLC Hedge fund +1.5M +496.6% 1.8M $93.8M
AQR Capital Management LLC Hedge fund +1.5M +128.1% 2.6M $138M
Cadian Capital Management, LP Hedge fund +1.2M +350.8% 1.6M $83.5M
Cooper Creek Partners Management LLC +1.2M New position 1.2M $61.1M
Gotham Asset Management, LLC Hedge fund +976K +284.6% 1.3M $68.8M
FMR LLC Active manager +716K +103.8% 1.4M $73.3M
Citadel Advisors LLC Hedge fund +613K +213.5% 899K $46.9M
Nantahala Capital Management, LLC Hedge fund +558K New position 558K $29.1M
Ameriprise Financial Inc +477K +439.4% 586K $30.6M
Capital Fund Management S.A. Hedge fund +432K +738.0% 490K $25.6M
Barclays PLC +385K +543.4% 456K $23.8M
Squarepoint Ops LLC Hedge fund +350K +111.1% 666K $34.7M
Susquehanna International Group, LLP +317K +1679.9% 336K $17.5M
Adage Capital Partners Gp, L.L.C. Hedge fund +300K New position 300K $15.7M
Trexquant Investment LP Hedge fund +264K New position 264K $13.8M
Dorsal Capital Management, LP Hedge fund +250K +9.9% 2.8M $145M
BNP Paribas Financial Markets +249K +727.0% 283K $14.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
T. Rowe Price Investment Management, Inc. Active manager −3.3M −28.4% 8.3M $435M
Price T Rowe Associates Inc Active manager −2.8M −96.4% 104K $5.4M
Ninety One Uk Ltd −1.8M −63.1% 1.0M $54.2M
Blackrock, Inc. Index funds −1.6M −15.8% 8.3M $435M
William Blair Investment Management, LLC Active manager −1.5M Sold out 0 —
BNP Paribas Asset Management Holding S.A. −1.3M −90.4% 142K $7.4M
Jpmorgan Chase & Co −1.1M −46.3% 1.3M $65.4M
Goldman Sachs Group Inc −1.1M −50.5% 1.0M $54.1M
Van Berkom & Associates Inc. −720K −36.3% 1.3M $65.8M
Federated Hermes, Inc. Active manager −642K −98.4% 10K $533,647
Two Creeks Capital Management, LP −604K Sold out 0 —
American Century Companies Inc Active manager −562K Sold out 0 —
Nomura Asset Management International Inc. −501K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −478K Sold out 0 —
Bank Of America Corp −468K −60.1% 311K $16.2M
Fiera Capital Corp −436K Sold out 0 —
Peregrine Capital Management LLC −346K Sold out 0 —
Bank Of New York Mellon Corp −292K −39.9% 441K $23M
Arrowstreet Capital, Limited Partnership Hedge fund −274K −71.5% 109K $5.7M
Fred Alger Management, LLC Active manager −255K −77.6% 74K $3.8M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Corvex Management LPHedge fund 1.9M $98.8M
Assenagon Asset Management S.A. 1.7M $88.8M
Cooper Creek Partners Management LLC 1.2M $61.1M
Nantahala Capital Management, LLCHedge fund 558K $29.1M
Adage Capital Partners Gp, L.L.C.Hedge fund 300K $15.7M
Trexquant Investment LPHedge fund 264K $13.8M
Montanova Capital, LLCHedge fund 220K $11.5M
Tudor Investment Corp Et AlHedge fund 174K $9.1M
Worldquant Millennium Advisors LLCHedge fund 164K $8.5M
Nearwater Capital Markets, Ltd 150K $7.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
William Blair Investment Management, LLCActive manager 1.5M $108M
Two Creeks Capital Management, LP 604K $44.9M
American Century Companies IncActive manager 562K $41.8M
Nomura Asset Management International Inc. 501K $37.2M
Balyasny Asset Management L.P.Hedge fund 478K $35.5M
Fiera Capital Corp 436K $32.4M
Peregrine Capital Management LLC 346K $25.8M
Loomis Sayles & Co L PActive manager 221K $16.5M
Woodline Partners LPHedge fund 195K $14.5M
Qube Research & Technologies LtdHedge fund 185K $13.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
422
Ten largest holders
47.4%
of 13F-reported shares
Index fund managers
25.3%
of 13F-reported shares
Active managers and hedge funds
46.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 41 33 23 13 +2.8M +7.5%
Index fund managers 2 9 0 1 −1.8M −7.4%
Other institutions 189 204 70 83 −4.4M −15.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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