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 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 319 | $2.53K | 0.00% | −1,254−79.7% | Reduced |
| Heritage Wealth Advisors | 375 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 430 | $3.00K | 0.00% | −85−16.5% | Reduced |
| Ronald Blue Trust, Inc. | 479 | $3.00K | 0.00% | +337+237.3% | Added |
| AdvisorNet Financial, Inc | 397 | $3.15K | 0.00% | −4,500−91.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 430 | $3.41K | 0.00% | −85−16.5% | Reduced |
| Trustcore Financial Services, LLC | 439 | $3.49K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 443 | $3.52K | 0.00% | +443 | New |
| Pinebridge Investments, L.P. | 447 | $3.55K | 0.00% | −970−68.5% | Reduced |
| Hollencrest Capital Management | 450 | $3.57K | 0.00% | +450 | New |
| Larson Financial Group LLC | 451 | $3.58K | 0.00% | −340−43.0% | Reduced |
| BDO Wealth Advisors, LLC | 500 | $3.97K | 0.00% | −95−16.0% | Reduced |
| Maryland Capital Advisors Inc. | 500 | $3.97K | 0.00% | 00.0% | Unchanged |
| Natixis | 500 | $3.97K | 0.00% | +500 | New |
| Umb Bank N A | 448 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 510 | $4.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 510 | $4.05K | 0.00% | +505+10,100.0% | Added |
| Column Capital Advisors, LLC | 514 | $4.08K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 537 | $4.26K | 0.00% | +537 | New |
| Coppell Advisory Solutions Corp. | 537 | $4.26K | 0.00% | +537 | New |
| Newbridge Financial Services Group, Inc. | 544 | $4.32K | 0.00% | −1,249−69.7% | Reduced |
| Tradition Wealth Management, LLC | 620 | $5.00K | 0.00% | −228−26.9% | Reduced |
| Emfo, LLC | 710 | $5.64K | 0.01% | −353−33.2% | Reduced |
| Raleigh Capital Management Inc. | 750 | $5.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 810 | $6.00K | 0.00% | −4,928−85.9% | Reduced |
| Capital Advisors, Ltd. LLC | 811 | $6.00K | 0.00% | +46+6.0% | Added |
| Financial Perspectives, Inc | 777 | $6.17K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 778 | $6.18K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 881 | $7.00K | 0.00% | +881 | New |
| Allworth Financial LP | 955 | $7.58K | 0.00% | +335+54.0% | Added |
| Accel Wealth Management | 1,000 | $7.94K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,000 | $7.94K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,377 | $8.17K | 0.00% | +5,377 | New |
| Elequin Capital LP | 1,083 | $8.60K | 0.00% | +1,009+1,363.5% | Added |
| Quadrant Capital Group LLC | 1,149 | $9.12K | 0.00% | +476+70.7% | Added |
| Logan Capital Management Inc | 1,174 | $9.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,200 | $9.53K | 0.00% | −4,000−76.9% | Reduced |
| CoreCap Advisors, LLC | 1,278 | $10.1K | 0.00% | +1,278 | New |
| North Star Investment Management Corp. | 1,330 | $10.6K | 0.00% | −1,660−55.5% | Reduced |
| West Paces Advisors Inc. | 1,485 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,555 | $12.3K | 0.00% | −350−18.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,620 | $12.9K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,731 | $13.7K | 0.00% | +1,560+912.3% | Added |
| Mascoma Wealth Management LLC | 1,817 | $14.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,884 | $15.0K | 0.00% | −1,404−42.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,900 | $15.1K | 0.00% | −30−1.6% | Reduced |
| McClarren Financial Advisors, Inc. | 2,103 | $16.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,050 | $16.3K | 0.01% | −90−4.2% | Reduced |
| Parallel Advisors, LLC | 2,071 | $16.4K | 0.00% | −324−13.5% | Reduced |
| Global Retirement Partners, LLC | 2,972 | $23.6K | 0.00% | −35−1.2% | Reduced |
| American International Group, Inc. | 3,170 | $25.2K | 0.00% | +2+0.1% | Added |
| Exchange Traded Concepts, LLC | 3,334 | $26.5K | 0.00% | −1,175−26.1% | Reduced |
| Canada Pension Plan Investment Board | 3,800 | $30.2K | 0.00% | +3,800 | New |
| Register Financial Advisors LLC | 3,900 | $31.0K | 0.02% | +3,900 | New |
| DekaBank Deutsche Girozentrale | 3,850 | $31.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,150 | $33.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,801 | $38.1K | 0.00% | +4,801 | New |
| ICA Group Wealth Management, LLC | 4,901 | $38.9K | 0.01% | +4,901 | New |
| Seeyond | 5,586 | $44.4K | 0.00% | −1,709−23.4% | Reduced |
| MetLife Investment Management | 6,369 | $50.6K | 0.00% | +157+2.5% | Added |
| Headlands Technologies LLC | 6,473 | $51.0K | 0.04% | +6,473 | New |
| Burleson & Company, LLC | 6,606 | $52.5K | 0.01% | +50+0.8% | Added |
| Rockefeller Capital Management L.P. | 6,836 | $53.0K | 0.00% | −5,159−43.0% | Reduced |
| Caption Management, LLC | 7,501 | $59.6K | 0.01% | −59,499−88.8% | Reduced |
| Lindbrook Capital, LLC | 7,534 | $59.8K | 0.01% | +711+10.4% | Added |
| Activest Wealth Management | 8,207 | $65.2K | 0.02% | −7,647−48.2% | Reduced |
| Tradewinds Capital Management, LLC | 8,281 | $65.8K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 8,419 | $66.8K | 0.03% | +8,419 | New |
| Draper Asset Management, LLC | 8,547 | $67.9K | 0.10% | +8,547 | New |
| Toroso Investments, LLC | 10,000 | $79.0K | 0.00% | −7,230−42.0% | Reduced |
| Siemens Fonds Invest GmbH | 10,071 | $80.0K | 0.01% | −178−1.7% | Reduced |
| State of Wyoming | 10,084 | $80.1K | 0.03% | −3,224−24.2% | Reduced |
| National Asset Management, Inc. | 10,269 | $81.5K | 0.00% | −325−3.1% | Reduced |
| Harvest Fund Management Co., Ltd | 10,439 | $82.0K | 0.02% | +10,308+7,868.7% | Added |
| Oak Thistle LLC | 10,368 | $82.3K | 0.18% | +10,368 | New |
| Legacy Financial Advisors, Inc. | 10,370 | $82.3K | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 10,518 | $83.5K | 0.00% | +10,518 | New |
| Cim Investment Mangement Inc | 10,591 | $84.1K | 0.03% | −262−2.4% | Reduced |
| Gruss & Co., LLC | 10,800 | $85.8K | 0.53% | 00.0% | Unchanged |
| Carson Advisory Inc. | 11,000 | $87.3K | 0.08% | −1,783−13.9% | Reduced |
| Janney Montgomery Scott LLC | 11,094 | $88.0K | 0.00% | +11,094 | New |
| CRA Financial Services, LLC | 11,275 | $89.5K | 0.03% | −325−2.8% | Reduced |
| Parametrica Management Ltd | 12,003 | $95.4K | 0.20% | +12,003 | New |
| Kovitz Investment Group Partners, LLC | 12,674 | $101.0K | 0.00% | −232−1.8% | Reduced |
| Storebrand Asset Management AS | 12,962 | $102.9K | 0.00% | −6,794−34.4% | Reduced |
| Alpine Global Management, LLC | 12,938 | $103.0K | 0.03% | +12,938 | New |
| Coastal Bridge Advisors, LLC | 13,255 | $105.2K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 13,780 | $109.5K | 0.00% | −588−4.1% | Reduced |
| Twelve Points Wealth Management LLC | 13,823 | $109.8K | 0.07% | −1,848−11.8% | Reduced |
| Phoenix Holdings Ltd. | 13,847 | $109.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,915 | $110.5K | 0.00% | −1,026−6.9% | Reduced |
| Paloma Partners Management Co | 14,000 | $111.2K | 0.02% | −15,000−51.7% | Reduced |
| Titleist Asset Management, Ltd. | 14,040 | $111.5K | 0.03% | +14,040 | New |
| BloombergSen Inc. | 14,150 | $112.4K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,331 | $114.0K | 0.01% | +14,331 | New |
| Advisory Services Network, LLC | 14,473 | $114.9K | 0.00% | −7,704−34.7% | Reduced |
| Great West Life Assurance Co | 15,157 | $121.0K | 0.00% | 00.0% | Unchanged |
| Arnhold LLC | 15,500 | $123.1K | 0.02% | +1,500+10.7% | Added |
| Utah Retirement Systems | 15,800 | $125.5K | 0.00% | 00.0% | Unchanged |