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 2022

Institutional positions in Peloton Interactive, Inc. as of Dec 31, 2022. 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: 416; −16 vs. Q3 2022
Shares held: 287.4M; +18.1M (+6.7%) vs. Q3 2022
Total value: $2.28B; +$415.5M (+22.2%) vs. Q3 2022
New holders: 77; 101 more added
Sold out: 93; 134 more reduced

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 416 institutions

Value heldQ4 2022: $2.28B

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 2022

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q3 2022.

Institutions holding PTON in Q4 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Highlander Capital Management, LLC	50	$0	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	71	$0	0.00%	+71	New
PrairieView Partners, LLC	5	$0	0.00%	00.0%	Unchanged
Baldrige Asset Management LLC	20	$0	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	59	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	18	$0	0.00%	00.0%	Unchanged
Boulder Wealth Advisors, LLC	10	$0	0.00%	+10	New
Steward Financial Group LLC	13	$0	0.00%	+13	New
Optimum Investment Advisors	1	$8	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	1	$8	0.00%	00.0%	Unchanged
First Pacific Advisors, LP	1	$8	0.00%	+1	New
Concord Wealth Partners	2	$16	0.00%	+2	New
Macroview Investment Management LLC	3	$24	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	4	$31	0.00%	−13−76.5%	Reduced
Stephens Consulting, LLC	4	$32	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	10	$79	0.00%	00.0%	Unchanged
Investors Research Corp	10	$79	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	15	$104	0.00%	00.0%	Unchanged
1832 Asset Management L.P.	15	$119	0.00%	+15	New
Armstrong Advisory Group, Inc	20	$159	0.00%	+20	New
BBJS Financial Advisors, LLC	20	$159	0.00%	+20	New
Private Advisor Group, LLC	24,311	$193	0.00%	−2,408−9.0%	Reduced
Gradient Investments LLC	26	$206	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	27	$214	0.00%	00.0%	Unchanged
BerganKDV Wealth Management, LLC	29	$230	0.00%	−40−58.0%	Reduced
DecisionPoint Financial, LLC	29	$231	0.00%	+29	New
Bell Investment Advisors, Inc	38	$302	0.00%	00.0%	Unchanged
Archer Investment Corp	40	$318	0.00%	00.0%	Unchanged
Operose Advisors LLC	47	$373	0.00%	00.0%	Unchanged
Accurate Wealth Management, LLC	40	$392	0.00%	+40	New
Harbor Investment Advisory, LLC	50	$397	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	50	$397	0.00%	00.0%	Unchanged
CVA Family Office, LLC	50	$397	0.00%	00.0%	Unchanged
PayPay Securities Corp	54	$429	0.03%	+54	New
Whittier Trust Co of Nevada Inc	55	$436	0.00%	00.0%	Unchanged
Rosenberg Matthew Hamilton	59	$468	0.00%	+59	New
Duncker Streett & Co Inc	60	$476	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	63	$500	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	65	$516	0.00%	−35−35.0%	Reduced
Versant Capital Management, Inc	65	$516	0.00%	−37−36.3%	Reduced
CNB Bank	65	$516	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	75	$596	0.00%	00.0%	Unchanged
Sargent Bickham Lagudis LLC	76	$603	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	76	$603	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	77	$611	0.00%	+77	New
Sandy Spring Bank	95	$754	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	100	$794	0.00%	−1,300−92.9%	Reduced
Avondale Wealth Management	100	$794	0.00%	00.0%	Unchanged
Newton One Investments LLC	100	$794	0.00%	00.0%	Unchanged
Timber Creek Capital Management LLC	100	$794	0.00%	00.0%	Unchanged
Private Ocean, LLC	100	$794	0.00%	+100	New
Sanctuary Wealth Management, L.L.C.	100	$794	0.00%	+100	New
Farmers & Merchants Investments Inc	109	$865	0.00%	+59+118.0%	Added
Turim 21 Investimentos Ltda.	110	$873	0.00%	00.0%	Unchanged
Abound Wealth Management	120	$953	0.00%	−62−34.1%	Reduced
Hazlett, Burt & Watson, Inc.	150	$1.00K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	85	$1.00K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	144	$1.00K	0.00%	00.0%	Unchanged
Founders Capital Management	79	$1.00K	0.00%	00.0%	Unchanged
My Personal CFO, LLC	130	$1.03K	0.00%	+130	New
Gleason Group, Inc.	135	$1.07K	0.00%	−1,000−88.1%	Reduced
Kraematon Investment Advisors, Inc	141	$1.12K	0.00%	+141	New
Focused Wealth Management, Inc	150	$1.19K	0.00%	−115−43.4%	Reduced
Washington Trust Advisors, Inc.	150	$1.19K	0.00%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	155	$1.23K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	155	$1.23K	0.00%	00.0%	Unchanged
Rise Advisors, LLC	162	$1.29K	0.00%	00.0%	Unchanged
Farther Finance Advisors, LLC	162	$1.29K	0.00%	+162	New
Cedar Mountain Advisors, LLC	165	$1.31K	0.00%	00.0%	Unchanged
Earnest Partners LLC	180	$1.43K	0.00%	00.0%	Unchanged
American State Bank (Iowa)	190	$1.51K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$1.51K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	192	$1.52K	0.00%	+192	New
Halpern Financial, Inc.	200	$1.59K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	200	$1.59K	0.00%	00.0%	Unchanged
DT Investment Partners, LLC	200	$1.59K	0.00%	+200	New
McElhenny Sheffield Capital Management, LLC	200	$1.59K	0.00%	+200	New
Proequities, Inc.	203	$1.61K	0.00%	−7−3.3%	Reduced
HHM Wealth Advisors, LLC	203	$1.61K	0.00%	00.0%	Unchanged
RWM Asset Management, LLC	222	$1.76K	0.00%	+122+122.0%	Added
Baldwin Brothers Inc	231	$1.83K	0.00%	00.0%	Unchanged
TSFG, LLC	194	$2.00K	0.00%	−169−46.6%	Reduced
Smithfield Trust Co	292	$2.00K	0.00%	00.0%	Unchanged
Private Trust Co NA	300	$2.00K	0.00%	00.0%	Unchanged
Endurance Wealth Management, Inc.	300	$2.00K	0.00%	00.0%	Unchanged
Bank Julius Baer & Co. Ltd, Zurich	300	$2.00K	0.00%	+5+1.7%	Added
Kozak & Associates, Inc.	250	$2.00K	0.00%	00.0%	Unchanged
Spire Wealth Management	214	$2.00K	0.00%	−16−7.0%	Reduced
Householder Group Estate & Retirement Specialist, LLC	375	$2.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	274	$2.00K	0.00%	+100+57.5%	Added
Winch Advisory Services, LLC	200	$2.00K	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	205	$2.00K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	268	$2.13K	0.00%	00.0%	Unchanged
Federation des caisses Desjardins du Quebec	274	$2.18K	0.00%	00.0%	Unchanged
TCI Wealth Advisors, Inc.	283	$2.25K	0.00%	+55+24.1%	Added
Trust Co of Vermont	300	$2.38K	0.00%	00.0%	Unchanged
EWG Elevate Inc.	300	$2.38K	0.00%	+300	New
Glassman Wealth Services	304	$2.41K	0.00%	−98−24.4%	Reduced
Tortoise Investment Management, LLC	305	$2.42K	0.00%	00.0%	Unchanged
Whittier Trust Co	315	$2.50K	0.00%	−1,971−86.2%	Reduced