Cadian Capital Management’s Planet Fitness PLNT Stock Holding History

Cadian Capital Management’s Portfolio PLNT Stock Details PLNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.5M	Buy	1,600,340 +1,245,340	+351%	+$73.1M	6.32%	4
2026 Q1	$26.4M	Buy	+355,000	New	+$31.2M	3.22%	12
2025 Q2	–	Sell	-932,973	Closed	-$90.1M	–	29
2025 Q1	$90.1M	Buy	932,973 +290,997	+45%	+$29.3M	3.86%	11
2024 Q4	$63.5M	Sell	641,976 -826,587	-56%	-$75.4M	3.65%	11
2024 Q3	$119M	Sell	1,468,563 -852,483	-37%	-$66.8M	6.1%	8
2024 Q2	$171M	Sell	2,321,046 -3,343,191	-59%	-$217M	8.5%	3
2024 Q1	$355M	Buy	5,664,237 +1,233,869	+28%	+$82.5M	12.61%	1
2023 Q4	$323M	Buy	4,430,368 +386,861	+10%	+$23.8M	12.88%	1
2023 Q3	$199M	Buy	4,043,507 +2,516,007	+165%	+$152M	8%	3
2023 Q2	$103M	Buy	1,527,500 +812,000	+113%	+$58.2M	4.87%	10
2023 Q1	$55.6M	Buy	715,500 +195,000	+37%	+$15.6M	3.46%	10
2022 Q4	$41M	Hold	520,500	–	–	2.98%	13
2022 Q3	$30M	Buy	+520,500	New	+$37.5M	1.75%	15

Other funds holding PLNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Cadian Capital Management's PLNT Position: Q2 2026 in Review

Cadian Capital Management increased its Planet Fitness (PLNT) stake by 351% in Q2 2026, buying an estimated $73.1M and bringing the position to 1,600,340 shares worth $83.5M. The position accounts for 6.32% of the portfolio, ranked #4.

Cadian Capital Management first reported a position in PLNT in Q3 2022 and has held it in 13 quarters since. The position peaked at $355M in Q1 2024. 424 funds tracked by Wall St. Rank hold PLNT as of Q2 2026.

Cadian Capital Management held 1,600,340 shares of Planet Fitness worth $83.5M as of Q2 2026.
Cadian Capital Management bought 1,245,340 Planet Fitness shares in Q2 2026, an estimated $73.1M.
Planet Fitness made up 6.32% of Cadian Capital Management's portfolio in Q2 2026, its #4 holding.
Cadian Capital Management first reported a position in Planet Fitness in Q3 2022 and has held it in 13 quarters since.
Cadian Capital Management's Planet Fitness position peaked at $355M in Q1 2024.
424 funds tracked by Wall St. Rank held Planet Fitness as of Q2 2026.

Based on Cadian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.