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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 209 | $7.00K | 0.00% | −3−1.4% | Reduced |
| Winch Advisory Services, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 208 | $7.00K | 0.00% | +208 | New |
| Tyler-Stone Wealth Management | 205 | $7.00K | 0.00% | +205 | New |
| Halpern Financial, Inc. | 200 | $7.15K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 235 | $8.00K | 0.00% | −200−46.0% | Reduced |
| Baldwin Brothers Inc | 231 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 235 | $8.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 232 | $8.00K | 0.01% | +232 | New |
| Focused Wealth Management, Inc | 265 | $9.00K | 0.00% | +1+0.4% | Added |
| Delta Asset Management LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 244 | $9.00K | 0.01% | +244 | New |
| Smithfield Trust Co | 292 | $10.0K | 0.00% | +252+630.0% | Added |
| SJS Investment Consulting Inc. | 280 | $10.0K | 0.00% | +280 | New |
| Stephens Consulting, LLC | 286 | $10.2K | 0.01% | +286 | New |
| Atwood & Palmer Inc | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 294 | $11.0K | 0.00% | +70+31.3% | Added |
| Heritage Wealth Advisors | 305 | $11.0K | 0.00% | +100+48.8% | Added |
| Trust Co of Vermont | 300 | $11.0K | 0.00% | +300 | New |
| Future Financial Wealth Managment LLC | 300 | $11.0K | 0.01% | +300 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 346 | $12.0K | 0.00% | −14,351−97.6% | Reduced |
| Cypress Capital Management LLC (WY) | 356 | $13.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 366 | $13.0K | 0.00% | +366 | New |
| CenterStar Asset Management, LLC | – | $13.0K | 0.01% | – | New |
| Ulland Investment Advisors, LLC | 350 | $13.0K | 0.01% | +350 | New |
| Koshinski Asset Management, Inc. | 380 | $13.6K | 0.00% | +226+146.8% | Added |
| State of Wyoming | 395 | $14.0K | 0.01% | −91−18.7% | Reduced |
| RWM Asset Management, LLC | 396 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 400 | $14.0K | 0.00% | +400 | New |
| Atticus Wealth Management, LLC | 430 | $15.0K | 0.01% | −14−3.2% | Reduced |
| Adirondack Trust Co | 410 | $15.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 420 | $15.0K | 0.01% | +356+556.3% | Added |
| Concord Wealth Partners | 426 | $15.0K | 0.00% | +426 | New |
| Investment Research & Advisory Group, Inc. | 451 | $16.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 450 | $16.0K | 0.00% | +159+54.6% | Added |
| HM Payson & Co | 458 | $16.0K | 0.00% | +442+2,762.5% | Added |
| Geneos Wealth Management Inc. | 489 | $17.0K | 0.00% | −895−64.7% | Reduced |
| Quadrant Capital Group LLC | 475 | $17.0K | 0.00% | −284−37.4% | Reduced |
| Fifth Third Bancorp | 481 | $17.0K | 0.00% | +200+71.2% | Added |
| Kozak & Associates, Inc. | 770 | $17.0K | 0.01% | +321+71.5% | Added |
| Column Capital Advisors, LLC | 514 | $18.0K | 0.00% | +138+36.7% | Added |
| Surevest, LLC | 501 | $18.0K | 0.00% | +501 | New |
| Signet Financial Management, LLC | 517 | $18.0K | 0.00% | +517 | New |
| Asset Dedication, LLC | 544 | $19.0K | 0.00% | +33+6.5% | Added |
| Plante Moran Financial Advisors, LLC | 600 | $21.0K | 0.00% | +350+140.0% | Added |
| Pariax, LLC | 590 | $21.0K | 0.02% | +590 | New |
| PSI Advisors, LLC | 620 | $22.0K | 0.01% | −410−39.8% | Reduced |
| Clearstead Advisors, LLC | 673 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 687 | $25.0K | 0.00% | −1,071−60.9% | Reduced |
| Creative Financial Designs Inc | 688 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 715 | $26.0K | 0.00% | +307+75.2% | Added |
| Masso Torrence Wealth Management Inc. | 734 | $26.0K | 0.02% | +734 | New |
| Capital Advisors, Ltd. LLC | 750 | $27.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 755 | $27.0K | 0.00% | +47+6.6% | Added |
| IndexIQ Advisors LLC | 747 | $27.0K | 0.00% | +402+116.5% | Added |
| Credit Agricole S A | 755 | $27.0K | 0.00% | +755 | New |
| ICICI Prudential Asset Management Co Ltd | 743 | $27.0K | 0.00% | +743 | New |
| Harbour Investments, Inc. | 796 | $28.0K | 0.00% | −379−32.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 780 | $28.0K | 0.02% | +780 | New |
| IFP Advisors, Inc | 731 | $29.0K | 0.00% | +81+12.5% | Added |
| Castleview Partners, LLC | 1,072 | $30.0K | 0.00% | +1,072 | New |
| Spire Wealth Management | 901 | $32.0K | 0.00% | −572−38.8% | Reduced |
| BDO Wealth Advisors, LLC | 895 | $32.0K | 0.00% | −390−30.4% | Reduced |
| Lindbrook Capital, LLC | 983 | $35.0K | 0.01% | −407−29.3% | Reduced |
| Sandy Spring Bank | 955 | $35.0K | 0.00% | −338−26.1% | Reduced |
| Nisa Investment Advisors, LLC | 1,300 | $36.0K | 0.00% | −2,100−61.8% | Reduced |
| Sageworth Trust Co | 1,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,018 | $36.0K | 0.00% | +365+55.9% | Added |
| Assetmark, Inc | 1,006 | $36.0K | 0.00% | +1,006 | New |
| Natixis Investment Managers International | 1,205 | $43.0K | 0.00% | −64−5.0% | Reduced |
| Resolute Partners Group | 1,274 | $46.0K | 0.00% | +200+18.6% | Added |
| Brewin Dolphin Ltd | 1,309 | $47.0K | 0.00% | −362−21.7% | Reduced |
| GraniteShares Advisors LLC | 1,332 | $47.0K | 0.02% | +1,332 | New |
| Emfo, LLC | 1,343 | $48.0K | 0.04% | +9+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,341 | $48.0K | 0.00% | +291+27.7% | Added |
| Cornerstone Advisory, LLC | 1,422 | $51.0K | 0.01% | +1,422 | New |
| Kistler-Tiffany Companies, LLC | 1,515 | $54.0K | 0.01% | +35+2.4% | Added |
| Evoke Wealth, LLC | 1,542 | $55.0K | 0.00% | +1,142+285.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,615 | $55.8K | 0.00% | +1,615 | New |
| CoreCap Advisors, LLC | 1,616 | $58.0K | 0.00% | +1,616 | New |
| Kessler Investment Group, LLC | 1,655 | $59.0K | 0.03% | +50+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,900 | $67.0K | 0.00% | +1,900 | New |
| SRS Capital Advisors, Inc. | 1,930 | $69.0K | 0.01% | +1,000+107.5% | Added |
| STRS Ohio | 2,177 | $77.0K | 0.00% | −2,147−49.7% | Reduced |
| Bessemer Group Inc | 2,190 | $78.0K | 0.00% | +2,070+1,725.0% | Added |
| NEXT Financial Group, Inc | 2,245 | $80.0K | 0.01% | +550+32.4% | Added |
| Hexagon Capital Partners LLC | 2,500 | $89.0K | 0.02% | +2,200+733.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,549 | $91.0K | 0.04% | +144+6.0% | Added |
| Man Group plc | 2,791 | $100.0K | 0.00% | +2,791 | New |
| North Star Investment Management Corp. | 3,150 | $113.0K | 0.01% | +1,400+80.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,300 | $118.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,345 | $120.0K | 0.00% | −4,322−56.4% | Reduced |
| Whittier Trust Co | 3,363 | $121.0K | 0.00% | −47,155−93.3% | Reduced |
| Vestcor Inc | 3,463 | $124.0K | 0.00% | −65,086−94.9% | Reduced |
| Catalyst Capital Advisors LLC | 3,550 | $127.0K | 0.01% | −113−3.1% | Reduced |
| Belpointe Asset Management LLC | 3,865 | $139.0K | 0.01% | −4,171−51.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,927 | $140.0K | 0.00% | +959+32.3% | Added |
| Burleson & Company, LLC | 4,033 | $144.0K | 0.02% | +1,000+33.0% | Added |
| Pensionfund DSM Netherlands | 4,400 | $157.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,493 | $161.0K | 0.01% | −490−9.8% | Reduced |