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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 549 | $5.00K | 0.00% | +70+14.6% | Added |
| Larson Financial Group LLC | 433 | $4.91K | 0.00% | −18−4.0% | Reduced |
| Ameritas Advisory Services, LLC | 480 | $4.52K | 0.00% | +480 | New |
| AdvisorNet Financial, Inc | 397 | $4.50K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 388 | $4.40K | 0.00% | +84+27.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $4.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 308 | $3.49K | 0.00% | +308 | New |
| Tortoise Investment Management, LLC | 305 | $3.46K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 304 | $3.45K | 0.00% | +90+42.1% | Added |
| 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 |
| Federation des caisses Desjardins du Quebec | 274 | $3.11K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 270 | $3.06K | 0.00% | −3,064−91.9% | Reduced |
| WealthPLAN Partners, LLC | 266 | $3.02K | 0.00% | +266 | New |
| 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 |
| Investment Research & Advisory Group, Inc. | 260 | $2.95K | 0.00% | −8−3.0% | Reduced |
| 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 |
| Baldwin Brothers Inc | 231 | $2.62K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 219 | $2.48K | 0.00% | −100−31.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 210 | $2.38K | 0.00% | −220−51.2% | Reduced |
| Proequities, Inc. | 203 | $2.30K | 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 |
| HighMark Wealth Management LLC | 190 | $2.15K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 190 | $2.15K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 180 | $2.04K | 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 |
| Cedar Mountain Advisors, LLC | 165 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 162 | $1.84K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 160 | $1.81K | 0.00% | +75+88.2% | Added |
| Russell Investments Group, Ltd. | 156 | $1.77K | 0.00% | +156 | New |
| Eagle Bay Advisors LLC | 155 | $1.76K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 151 | $1.71K | 0.00% | +150+15,000.0% | Added |
| Washington Trust Advisors, Inc. | 150 | $1.70K | 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 |
| Abound Wealth Management | 120 | $1.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 113 | $1.28K | 0.00% | +113 | New |
| Activest Wealth Management | 120 | $1.27K | 0.00% | −8,087−98.5% | Reduced |
| Turim 21 Investimentos Ltda. | 110 | $1.25K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 103 | $1.17K | 0.00% | −100−49.3% | Reduced |
| 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 |
| Sandy Spring Bank | 95 | $1.08K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 91 | $1.03K | 0.00% | −192−67.8% | Reduced |
| 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 |
| Baker Avenue Asset Management, LP | 77 | $873 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 76 | $862 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $851 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 70 | $793 | 0.00% | −245−77.8% | Reduced |
| Peoples Financial Services Corp. | 65 | $737 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 65 | $737 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 63 | $714 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 60 | $680 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 59 | $669 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $622 | 0.00% | 00.0% | Unchanged |
| 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 |
| PayPay Securities Corp | 48 | $544 | 0.04% | −6−11.1% | Reduced |
| Operose Advisors LLC | 47 | $533 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 61 | $494 | 0.00% | +61 | New |
| Creative Financial Designs Inc | 43 | $488 | 0.00% | +43 | New |
| Archer Investment Corp | 40 | $454 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $431 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 35 | $397 | 0.00% | +20+133.3% | Added |
| DecisionPoint Financial, LLC | 29 | $329 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $329 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $318 | 0.00% | −37−56.9% | Reduced |
| Raffa Wealth Management, LLC | 27 | $306 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 26 | $295 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $284 | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 20 | $227 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 20 | $227 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 14 | $159 | 0.00% | +14 | New |
| Crewe Advisors LLC | 10 | $114 | 0.00% | +10 | New |
| Investors Research Corp | 10 | $113 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $113 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 4 | $46 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 4 | $45 | 0.00% | 00.0% | Unchanged |