Peloton Interactive, Inc.
PTON- Exchange
- Nasdaq
- Industry
- Sporting & Athletic Goods, NEC
- SEC CIK
- 0001639825
In the last 90 days, Peloton Interactive, Inc. insiders filed 0 open-market purchases and 6 sales; 466 institutions reported holding it in 13F filings for Q2 2026, worth $2.36B in total; Coatue Management is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Peloton Interactive, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 679
- 0 vs. Q1 2021
- Shares held
- 217.9M
- +10.2M (+4.9%) vs. Q1 2021
- Total value
- $27.0B
- +$3.71B (+15.9%) vs. Q1 2021
- New holders
- 117
- 265 more added
- Sold out
- 117
- 206 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PTON on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 466 | $2.36B |
| Q1 2026 | 441 | $1.55B |
| Q4 2025 | 445 | $2.27B |
| Q3 2025 | 468 | $3.32B |
| Q2 2025 | 453 | $2.59B |
| Q1 2025 | 459 | $2.21B |
| Q4 2024 | 438 | $3.02B |
| Q3 2024 | 383 | $1.48B |
| Q2 2024 | 388 | $1.10B |
| Q1 2024 | 381 | $1.21B |
| Q4 2023 | 403 | $1.74B |
| Q3 2023 | 393 | $1.43B |
| Q2 2023 | 404 | $2.20B |
| Q1 2023 | 410 | $3.30B |
| Q4 2022 | 416 | $2.28B |
| Q3 2022 | 440 | $1.87B |
| Q2 2022 | 484 | $2.44B |
| Q1 2022 | 502 | $7.18B |
| Q4 2021 | 577 | $9.34B |
| Q3 2021 | 643 | $20.1B |
| Q2 2021 | 679 | $27.0B |
| Q1 2021 | 685 | $23.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 124 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 109 | $14.0K | 0.00% | +109 | New |
| Activest Wealth Management | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 101 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 108 | $13.0K | 0.00% | +51+89.5% | Added |
| Asset Dedication, LLC | 111 | $13.0K | 0.00% | +111 | New |
| Peoples Financial Services Corp. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $12.0K | 0.00% | +100 | New |
| Red Door Wealth Management, LLC | 100 | $12.0K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 77 | $10.0K | 0.00% | +28+57.1% | Added |
| Modus Advisors, LLC | 78 | $10.0K | 0.00% | +78 | New |
| GoalVest Advisory LLC | 84 | $10.0K | 0.01% | +84 | New |
| San Francisco Sentry Investment Group (Ca) | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $9.00K | 0.00% | +75 | New |
| Elmwood Wealth Management, Inc. | 75 | $9.00K | 0.00% | +75 | New |
| Baystate Wealth Management LLC | 68 | $8.00K | 0.00% | −100−59.5% | Reduced |
| Enterprise Financial Services Corp | 68 | $8.00K | 0.00% | +12+21.4% | Added |
| Parisi Gray Wealth Management | 67 | $8.00K | 0.00% | +67 | New |
| Prestige Wealth Management Group LLC | 66 | $8.00K | 0.00% | +66 | New |
| JJJ Advisors Inc. | 54 | $7.00K | 0.00% | −160−74.8% | Reduced |
| Edge Wealth Management LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 54 | $7.00K | 0.00% | −2−3.6% | Reduced |
| TD Private Client Wealth LLC | 53 | $6.57K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 52 | $6.00K | 0.00% | +52 | New |
| Estabrook Capital Management | 43 | $5.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 37 | $5.00K | 0.00% | −477−92.8% | Reduced |
| Sound Income Strategies, LLC | 43 | $5.00K | 0.00% | +5+13.2% | Added |
| Smithfield Trust Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $5.00K | 0.00% | +7+17.5% | Added |
| McCarthy Asset Management, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $5.00K | 0.00% | +20+100.0% | Added |
| West Paces Advisors Inc. | 40 | $4.96K | 0.00% | +4+11.1% | Added |
| Bartlett & Co. Wealth Management LLC | 34 | $4.22K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Wealth Quarterback LLC | 25 | $4.00K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $3.35K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 25 | $3.00K | 0.00% | −20−44.4% | Reduced |
| Gradient Investments LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 22 | $3.00K | 0.00% | +2+10.0% | Added |
| HM Payson & Co | 16 | $2.00K | 0.00% | −2,089−99.2% | Reduced |
| Zions Bancorporation, N.A. | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| Wagner Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $2.00K | 0.00% | −1−4.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $2.00K | 0.00% | +6+66.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 19 | $2.00K | 0.00% | −9,789−99.8% | Reduced |
| Baldrige Asset Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| Strategic Blueprint, LLC | 15 | $2.00K | 0.00% | +15 | New |
| CVA Family Office, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Howe & Rusling Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Gemmer Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 4 | $496 | 0.00% | −20−83.3% | Reduced |
| Kelly Financial Services LLC | 19,843 | $160 | 0.01% | +19,680+12,073.6% | Added |
| Bellwether Advisors, LLC | 8 | $0 | 0.00% | −2,566−99.7% | Reduced |
| Ford Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Jennison Associates LLC | 0 | $0 | 0.00% | −11,569,126−100.0% | Sold out |
| Discovery Value Fund | 0 | $0 | 0.00% | −1,348,903−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,341,000−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −1,190,547−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −414,159−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −199,012−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −108,340−100.0% | Sold out |
| Firsthand Capital Management, Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −96,631−100.0% | Sold out |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −91,441−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −85,127−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −77,270−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −71,026−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −68,043−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −56,728−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −51,097−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,982−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −43,278−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −37,543−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,924−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −32,583−100.0% | Sold out |