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, Q1 2023
Institutional positions in Peloton Interactive, Inc. as of Mar 31, 2023. 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
- 410
- +5 vs. Q4 2022
- Shares held
- 291.0M
- +3.66M (+1.3%) vs. Q4 2022
- Total value
- $3.30B
- +$1.02B (+44.6%) vs. Q4 2022
- New holders
- 66
- 104 more added
- Sold out
- 61
- 119 more reduced
11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 30 | $0 | 0.00% | +30 | New |
| Optimum Investment Advisors | 1 | $11 | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $46 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $113 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $113 | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $114 | 0.00% | +10 | New |
| Ellevest, Inc. | 14 | $159 | 0.00% | +14 | New |
| Armstrong Advisory Group, Inc | 20 | $227 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 20 | $227 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $284 | 0.00% | +25 | New |
| Gradient Investments LLC | 26 | $295 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $306 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $318 | 0.00% | −37−56.9% | Reduced |
| DecisionPoint Financial, LLC | 29 | $329 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $329 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 35 | $397 | 0.00% | +20+133.3% | Added |
| Bell Investment Advisors, Inc | 38 | $431 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $454 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 43 | $488 | 0.00% | +43 | New |
| 25 LLC | 61 | $494 | 0.00% | +61 | New |
| Operose Advisors LLC | 47 | $533 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 48 | $544 | 0.04% | −6−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $567 | 0.00% | −59−54.1% | Reduced |
| Harbor Investment Advisory, LLC | 50 | $567 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $567 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $567 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $622 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 59 | $669 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 60 | $680 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $714 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 65 | $737 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 65 | $737 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 70 | $793 | 0.00% | −245−77.8% | Reduced |
| Toth Financial Advisory Corp | 75 | $851 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 76 | $862 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $873 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 79 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 91 | $1.03K | 0.00% | −192−67.8% | Reduced |
| Sandy Spring Bank | 95 | $1.08K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $1.13K | 0.00% | +100 | New |
| Mach-1 Financial Group, Inc. | 102 | $1.13K | 0.01% | +102 | New |
| Tilia Fiduciary Partners, Inc. | 100 | $1.13K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 103 | $1.17K | 0.00% | −100−49.3% | Reduced |
| Turim 21 Investimentos Ltda. | 110 | $1.25K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 120 | $1.27K | 0.00% | −8,087−98.5% | Reduced |
| WR Wealth Planners, LLC | 113 | $1.28K | 0.00% | +113 | New |
| Abound Wealth Management | 120 | $1.36K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 135 | $1.53K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 135 | $1.53K | 0.00% | +135 | New |
| Washington Trust Advisors, Inc. | 150 | $1.70K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 151 | $1.71K | 0.00% | +150+15,000.0% | Added |
| Eagle Bay Advisors LLC | 155 | $1.76K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 156 | $1.77K | 0.00% | +156 | New |
| Ancora Advisors, LLC | 160 | $1.81K | 0.00% | +75+88.2% | Added |
| Rise Advisors, LLC | 162 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 165 | $1.87K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 210 | $2.00K | 0.00% | −220−51.2% | Reduced |
| Winch Advisory Services, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 194 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 144 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 180 | $2.04K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 190 | $2.15K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 190 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 200 | $2.27K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 203 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 210 | $2.38K | 0.00% | −220−51.2% | Reduced |
| Clearstead Advisors, LLC | 219 | $2.48K | 0.00% | −100−31.3% | Reduced |
| Baldwin Brothers Inc | 231 | $2.62K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 250 | $2.83K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 250 | $2.83K | 0.00% | +100+66.7% | Added |
| Brown Shipley& Co Ltd | 250 | $2.83K | 0.00% | +250 | New |
| Investment Research & Advisory Group, Inc. | 260 | $2.95K | 0.00% | −8−3.0% | Reduced |
| Valley National Advisers Inc | 274 | $3.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 292 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 266 | $3.02K | 0.00% | +266 | New |
| Exchange Traded Concepts, LLC | 270 | $3.06K | 0.00% | −3,064−91.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 274 | $3.11K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $3.40K | 0.00% | −75−20.0% | Reduced |
| Trust Co of Vermont | 300 | $3.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 300 | $3.40K | 0.00% | +300 | New |