Peloton Interactive, Inc.

PTON

Exchange: Nasdaq
Industry: Sporting & Athletic Goods, NEC
SEC CIK: 0001639825

SEC filings (opens in a new tab)

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, Q4 2021

Institutional positions in Peloton Interactive, Inc. as of Dec 31, 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: 577; −58 vs. Q3 2021
Shares held: 260.9M; +30.8M (+13.4%) vs. Q3 2021
Total value: $9.34B; −$10.7B (−53.4%) vs. Q3 2021
New holders: 133; 226 more added
Sold out: 191; 149 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 577 institutions

Value heldQ4 2021: $9.34B

Institutions holding PTON and their total value by quarter
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, Q4 2021

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q3 2021.

Institutions holding PTON in Q4 2021
Institution	Shares	Value	% of portfolio	Change in shares	Action
Northern Oak Wealth Management Inc	10	$0	0.00%	−90−90.0%	Reduced
Prestige Wealth Management Group LLC	13	$0	0.00%	−19−59.4%	Reduced
Duncker Streett & Co Inc	10	$0	0.00%	00.0%	Unchanged
Carroll Financial Associates, Inc.	12	$0	0.00%	00.0%	Unchanged
Tarbox Family Office, Inc.	12	$0	0.00%	00.0%	Unchanged
Crescent Capital Consulting, LLC	8	$0	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	10	$0	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	6	$0	0.00%	00.0%	Unchanged
FourThought Financial, LLC	13	$0	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	4	$0	0.00%	00.0%	Unchanged
Gemmer Asset Management LLC	5	$0	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	2	$0	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	3	$0	0.00%	00.0%	Unchanged
Optimum Investment Advisors	1	$0	0.00%	+1	New
Lenox Wealth Advisors, LLC	13	$0	0.00%	+13	New
Ford Financial Group, LLC	11	$0	0.00%	+11	New
HighMark Wealth Management LLC	190	$0	0.00%	+190	New
Snowden Capital Advisors LLC	17	$0	0.00%	+17	New
Henrickson Nauta Wealth Advisors, Inc.	8	$0	0.00%	+8	New
Strengthening Families & Communities, LLC	10	$0	0.00%	+10	New
Sutton Wealth Advisors Inc.	26	$930	0.00%	+8+44.4%	Added
Raffa Wealth Management, LLC	27	$966	0.00%	00.0%	Unchanged
Ci Investments Inc.	32	$1.00K	0.00%	−44,651−99.9%	Reduced
First Horizon Advisors, Inc.	14	$1.00K	0.00%	−335−96.0%	Reduced
O'Dell Group, LLC	40	$1.00K	0.00%	−200−83.3%	Reduced
Glassman Wealth Services	22	$1.00K	0.00%	−94−81.0%	Reduced
Coastal Capital Group, Inc.	15	$1.00K	0.00%	−85−85.0%	Reduced
BerganKDV Wealth Management, LLC	28	$1.00K	0.00%	−51−64.6%	Reduced
Global Wealth Management Investment Advisory, Inc.	40	$1.00K	0.00%	−14−25.9%	Reduced
Sound Income Strategies, LLC	40	$1.00K	0.00%	00.0%	Unchanged
Harel Insurance Investments & Financial Services Ltd.	19	$1.00K	0.00%	00.0%	Unchanged
Gradient Investments LLC	28	$1.00K	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	20	$1.00K	0.00%	00.0%	Unchanged
Freedman Financial Associates, Inc.	25	$1.00K	0.00%	00.0%	Unchanged
NVWM, LLC	15	$1.00K	0.00%	00.0%	Unchanged
Private Capital Group, LLC	40	$1.00K	0.00%	+25+166.7%	Added
Howe & Rusling Inc	15	$1.00K	0.00%	+10+200.0%	Added
Highlander Capital Management, LLC	25	$1.00K	0.00%	+25	New
PrairieView Partners, LLC	20	$1.00K	0.00%	+20	New
Aquire Wealth Advisors, LLC	16	$1.00K	0.00%	+16	New
TSFG, LLC	25	$1.00K	0.00%	+25	New
Advanced Research Investment Solutions, LLC	55	$1.00K	0.00%	+55	New
Outfitter Financial LLC	25	$1.00K	0.00%	+25	New
Andrew Hill Investment Advisors, Inc.	50	$1.00K	0.00%	+50	New
Archer Investment Corp	40	$1.43K	0.00%	+25+166.7%	Added
National Pension Service	55	$2.00K	0.00%	−339,009−100.0%	Reduced
Whittier Trust Co of Nevada Inc	44	$2.00K	0.00%	−20,780−99.8%	Reduced
Harbor Investment Advisory, LLC	50	$2.00K	0.00%	−165−76.7%	Reduced
Corbenic Partners LLC	60	$2.00K	0.00%	−105−63.6%	Reduced
Covington Capital Management	47	$2.00K	0.00%	−20−29.9%	Reduced
Healthcare of Ontario Pension Plan Trust Fund	65	$2.00K	0.00%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	54	$2.00K	0.00%	+1+1.9%	Added
Edge Wealth Management LLC	60	$2.00K	0.00%	00.0%	Unchanged
Zions Bancorporation, N.A.	44	$2.00K	0.00%	−15−25.4%	Reduced
McIlrath & Eck, LLC	50	$2.00K	0.00%	00.0%	Unchanged
Financial Avengers, Inc.	50	$2.00K	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	50	$2.00K	0.00%	+46+1,150.0%	Added
FSB Premier Wealth Management, Inc.	69	$2.00K	0.00%	+69	New
Bedel Financial Consulting, Inc.	53	$2.00K	0.00%	+53	New
CVA Family Office, LLC	50	$2.00K	0.00%	+50	New
TD Private Client Wealth LLC	63	$2.25K	0.00%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	76	$3.00K	0.00%	−74−49.3%	Reduced
Meeder Asset Management Inc	86	$3.00K	0.00%	−56−39.4%	Reduced
Parkside Financial Bank & Trust	86	$3.00K	0.00%	−16−15.7%	Reduced
Timber Creek Capital Management LLC	100	$3.00K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	75	$3.00K	0.00%	00.0%	Unchanged
Salem Investment Counselors Inc	75	$3.00K	0.00%	+75	New
Umb Bank N A	94	$3.00K	0.00%	+94	New
Elmwood Wealth Management, Inc.	75	$3.00K	0.00%	+75	New
Widmann Financial Services, Inc.	100	$3.00K	0.00%	+100	New
Confluence Wealth Services, Inc.	100	$3.00K	0.00%	+100	New
West Paces Advisors Inc.	110	$3.93K	0.00%	+106+2,650.0%	Added
Pittenger & Anderson Inc	100	$4.00K	0.00%	−411−80.4%	Reduced
Private Ocean, LLC	100	$4.00K	0.00%	−37−27.0%	Reduced
Hudock, Inc.	130	$4.00K	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	131	$4.00K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	100	$4.00K	0.00%	00.0%	Unchanged
FinTrust Capital Advisors, LLC	109	$4.00K	0.00%	00.0%	Unchanged
Norway Savings Bank	100	$4.00K	0.00%	00.0%	Unchanged
Avondale Wealth Management	100	$4.00K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	100	$4.00K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	100	$4.00K	0.00%	+32+47.1%	Added
Blue Bell Private Wealth Management, LLC	100	$4.00K	0.00%	+100	New
Newton One Investments LLC	100	$4.00K	0.00%	+100	New
BCR Wealth Strategies, LLC	100	$4.00K	0.00%	+100	New
Covestor Ltd	120	$4.00K	0.01%	+120	New
Capital Analysts, LLC	132	$5.00K	0.00%	−20,722−99.4%	Reduced
Gleason Group, Inc.	135	$5.00K	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	167	$5.00K	0.00%	+120+255.3%	Added
McClarren Financial Advisors, Inc.	118	$5.00K	0.00%	+118	New
Kelly Financial Services LLC	160	$5.72K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	162	$5.79K	0.01%	+162	New
Brewin Dolphin Wealth Management Ltd	160	$6.00K	0.00%	−55−25.6%	Reduced
Valley National Advisers Inc	174	$6.00K	0.00%	00.0%	Unchanged
CNB Bank	170	$6.00K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	165	$6.00K	0.00%	00.0%	Unchanged
Earnest Partners LLC	180	$6.00K	0.00%	+125+227.3%	Added
Motley Fool Asset Management LLC	156	$6.00K	0.00%	+156	New
Estabrook Capital Management	168	$6.01K	0.00%	+125+290.7%	Added
Dark Forest Capital Management LP	191	$7.00K	0.00%	−2,111−91.7%	Reduced