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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 304 | $3.45K | 0.00% | +90+42.1% | Added |
| Tortoise Investment Management, LLC | 305 | $3.46K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 308 | $3.49K | 0.00% | +308 | New |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 388 | $4.40K | 0.00% | +84+27.6% | Added |
| AdvisorNet Financial, Inc | 397 | $4.50K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 480 | $4.52K | 0.00% | +480 | New |
| Larson Financial Group LLC | 433 | $4.91K | 0.00% | −18−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 549 | $5.00K | 0.00% | +70+14.6% | Added |
| Mendota Financial Group, LLC | 192 | $5.07K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 450 | $5.10K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 488 | $5.35K | 0.00% | +488 | New |
| Natixis | 500 | $5.67K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 500 | $5.67K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 510 | $5.78K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 514 | $5.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 533 | $6.04K | 0.00% | +23+4.5% | Added |
| Newbridge Financial Services Group, Inc. | 544 | $6.17K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 620 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 700 | $7.94K | 0.00% | +700 | New |
| Emfo, LLC | 710 | $8.05K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 717 | $8.13K | 0.00% | −238−24.9% | Reduced |
| Raleigh Capital Management Inc. | 750 | $8.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 777 | $8.81K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 778 | $8.82K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 811 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 799 | $9.00K | 0.01% | −11−1.4% | Reduced |
| Machina Capital S.A.S. | 800 | $9.07K | 0.01% | +800 | New |
| Loomis Sayles & Co L P | 845 | $10.0K | 0.00% | +845 | New |
| EverSource Wealth Advisors, LLC | 900 | $10.2K | 0.00% | +900 | New |
| Fifth Third Bancorp | 956 | $10.8K | 0.00% | +956 | New |
| Accel Wealth Management | 1,000 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,000 | $11.3K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,033 | $11.7K | 0.00% | +33+3.3% | Added |
| Quadrant Capital Group LLC | 1,070 | $12.1K | 0.00% | −79−6.9% | Reduced |
| Quarry LP | 1,115 | $12.6K | 0.01% | +1,115 | New |
| Logan Capital Management Inc | 1,174 | $13.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,180 | $13.4K | 0.00% | −150−11.3% | Reduced |
| Hexagon Capital Partners LLC | 1,200 | $13.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,235 | $14.0K | 0.00% | −250−16.8% | Reduced |
| Mascoma Wealth Management LLC | 1,817 | $16.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,430 | $16.2K | 0.00% | −125−8.0% | Reduced |
| Banque Cantonale Vaudoise | 1,515 | $17.0K | 0.00% | −369−19.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,620 | $18.4K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,783 | $20.2K | 0.00% | +1,336+298.9% | Added |
| Global Retirement Partners, LLC | 2,353 | $20.8K | 0.00% | −619−20.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,900 | $21.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,951 | $22.1K | 0.00% | −120−5.8% | Reduced |
| McClarren Financial Advisors, Inc. | 2,103 | $23.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,050 | $23.2K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,462 | $27.9K | 0.00% | −28,313−92.0% | Reduced |
| American International Group, Inc. | 3,101 | $35.2K | 0.00% | −69−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,650 | $41.4K | 0.00% | −500−12.0% | Reduced |
| Register Financial Advisors LLC | 3,800 | $43.1K | 0.03% | −100−2.6% | Reduced |
| Quantbot Technologies LP | 4,067 | $46.1K | 0.00% | +4,067 | New |
| Farther Finance Advisors, LLC | 4,330 | $49.1K | 0.01% | +4,168+2,572.8% | Added |
| GWM Advisors LLC | 4,353 | $49.4K | 0.00% | −1,024−19.0% | Reduced |
| IFP Advisors, Inc | 2,110 | $54.4K | 0.00% | −1,307−38.2% | Reduced |
| ICA Group Wealth Management, LLC | 4,901 | $55.6K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 5,424 | $61.5K | 0.01% | +5,424 | New |
| Belpointe Asset Management LLC | 6,016 | $68.2K | 0.00% | +1,215+25.3% | Added |
| MetLife Investment Management | 6,383 | $72.4K | 0.00% | +14+0.2% | Added |
| Belvedere Trading LLC | 6,670 | $75.6K | 0.03% | +6,670 | New |
| Draper Asset Management, LLC | 6,815 | $77.3K | 0.10% | −1,732−20.3% | Reduced |
| Lindbrook Capital, LLC | 7,473 | $84.7K | 0.01% | −61−0.8% | Reduced |
| Storebrand Asset Management AS | 8,038 | $91.2K | 0.00% | −4,924−38.0% | Reduced |
| Tradewinds Capital Management, LLC | 8,281 | $93.9K | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 8,312 | $94.3K | 0.00% | +8,312 | New |
| Beacon Pointe Advisors, LLC | 10,117 | $114.7K | 0.00% | +10,117 | New |
| Sawtooth Solutions, LLC | 10,142 | $115.0K | 0.00% | +10,142 | New |
| Bleakley Financial Group, LLC | 10,142 | $115.0K | 0.00% | +10,142 | New |
| Legacy Financial Advisors, Inc. | 10,370 | $117.6K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 10,438 | $118.4K | 0.04% | +354+3.5% | Added |
| CRA Financial Services, LLC | 10,550 | $119.6K | 0.04% | −725−6.4% | Reduced |
| Xponance, Inc. | 10,573 | $119.9K | 0.00% | +55+0.5% | Added |
| Janney Montgomery Scott LLC | 10,588 | $120.0K | 0.00% | −506−4.6% | Reduced |
| Carson Advisory Inc. | 11,000 | $124.7K | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,019 | $125.0K | 0.00% | +11,019 | New |
| Vontobel Holding Ltd. | 11,067 | $125.5K | 0.00% | −20,371−64.8% | Reduced |
| Cim Investment Mangement Inc | 11,074 | $125.6K | 0.05% | +483+4.6% | Added |
| Fort Point Capital Partners LLC | 11,100 | $125.9K | 0.02% | +11,100 | New |
| Manufacturers Life Insurance Company, The | 11,502 | $130.4K | 0.00% | +11,502 | New |
| AQR Capital Management LLC | 12,242 | $130.6K | 0.00% | +12,242 | New |
| Titleist Asset Management, LLC | 12,040 | $136.5K | 0.03% | +12,040 | New |
| Twelve Points Wealth Management LLC | 12,120 | $137.4K | 0.08% | −1,703−12.3% | Reduced |
| International Assets Investment Management, LLC | 12,221 | $138.6K | 0.02% | −4,245−25.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,530 | $142.1K | 0.00% | −1,385−10.0% | Reduced |
| Saranac Partners Ltd | 12,657 | $143.5K | 0.08% | +12,657 | New |
| Kestra Advisory Services, LLC | 12,685 | $143.8K | 0.00% | +12,685 | New |
| Toroso Investments, LLC | 12,832 | $146.0K | 0.00% | +2,832+28.3% | Added |
| Coastal Bridge Advisors, LLC | 13,305 | $150.9K | 0.04% | +50+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,748 | $155.9K | 0.00% | +13,748 | New |
| M&T Bank Corp | 14,287 | $162.0K | 0.00% | +507+3.7% | Added |
| Envestnet Asset Management Inc | 14,866 | $168.6K | 0.00% | −2,076−12.3% | Reduced |
| Prudential Financial Inc | 14,983 | $169.9K | 0.00% | +14,983 | New |
| Compagnie Lombard Odier SCmA | 15,000 | $170.1K | 0.00% | −2,500−14.3% | Reduced |
| Gruss & Co., LLC | 15,000 | $170.1K | 1.08% | +4,200+38.9% | Added |
| Advisory Services Network, LLC | 15,220 | $172.6K | 0.00% | +747+5.2% | Added |
| Jaffetilchin Investment Partners, LLC | 15,236 | $172.8K | 0.02% | +15,236 | New |
| TD Waterhouse Canada Inc. | 15,020 | $183.6K | 0.00% | +70+0.5% | Added |