Ninety One UK Ltd PLNT PLANET FITNESS INC

Ownership history in Ninety One UK Ltd  ·  10 quarters on record

AI Ownership Summary

Ninety One UK Ltd reported PLANET FITNESS INC (PLNT) in 10 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2025 Q4. The latest visible filing shows PLNT at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PLNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ninety One UK Ltd's position in PLANET FITNESS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLNT was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ninety One UK Ltd held PLNT — position size vs. price
% of Fund (quarterly)    PLNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,814,660 -606,845 -17.7% 0.49% $209.4M 2026-04-24 $69.62
2025 Q4 REDUCED 3,421,505 -40,038 -1.2% 0.80% $371.1M 2026-01-27 $92.68
2025 Q3 ADDED 3,461,543 +577,637 +20.0% 0.79% $359.3M 2025-10-21 $96.53
2025 Q2 ADDED 2,883,906 +759,227 +35.7% 0.74% $314.5M 2025-07-18 $112.48
2025 Q1 ADDED 2,124,679 +806,023 +61.1% 0.57% $205.3M 2025-04-30 $94.59
2024 Q4 REDUCED 38.3% -2.3% 1,318,656 -817,437 -38.3% 0.35% $130.4M 2025-01-27 $103.51
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Ninety One UK Ltd and PLNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ninety One UK Ltd reported owning PLNT?

Ninety One UK Ltd reported PLNT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PLNT position in Ninety One UK Ltd's portfolio?

The largest reported portfolio weight for PLNT was 0.80% in 2025 Q4.

What is the latest reported PLNT position on this page?

The most recent filing on this page is 2026 Q1, when Ninety One UK Ltd reported 2,814,660 shares, equal to 0.49% of portfolio, with an estimated market value of $209.4M.

What does the chart on this PLNT ownership page compare?

The chart compares Ninety One UK Ltd's quarterly PLNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ninety One UK Ltd time their PLNT position?

Based on 13F filing dates vs. subsequent PLNT price moves, Ninety One UK Ltd correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on PLNT relative to SPY over the holding period was -17.0%.

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