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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, Q2 2023

Institutional positions in Peloton Interactive, Inc. as of Jun 30, 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
404
−2 vs. Q1 2023
Shares held
285.7M
−5.26M (−1.8%) vs. Q1 2023
Total value
$2.20B
−$1.10B (−33.3%) vs. Q1 2023
New holders
53
115 more added
Sold out
55
118 more reduced

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 404 institutions
Q1 2021: 685 institutionsQ2 2021: 679 institutionsQ3 2021: 643 institutionsQ4 2021: 577 institutionsQ1 2022: 502 institutionsQ2 2022: 484 institutionsQ3 2022: 440 institutionsQ4 2022: 416 institutionsQ1 2023: 410 institutionsQ2 2023: 404 institutionsQ3 2023: 393 institutionsQ4 2023: 403 institutionsQ1 2024: 381 institutionsQ2 2024: 388 institutionsQ3 2024: 383 institutionsQ4 2024: 438 institutionsQ1 2025: 459 institutionsQ2 2025: 453 institutionsQ3 2025: 468 institutionsQ4 2025: 445 institutionsQ1 2026: 441 institutionsQ2 2026: 466 institutions
Value heldQ2 2023: $2.20B
Q1 2021: $23.4BQ2 2021: $27.0BQ3 2021: $20.1BQ4 2021: $9.34BQ1 2022: $7.18BQ2 2022: $2.44BQ3 2022: $1.87BQ4 2022: $2.28BQ1 2023: $3.30BQ2 2023: $2.20BQ3 2023: $1.43BQ4 2023: $1.74BQ1 2024: $1.21BQ2 2024: $1.10BQ3 2024: $1.48BQ4 2024: $3.02BQ1 2025: $2.21BQ2 2025: $2.59BQ3 2025: $3.32BQ4 2025: $2.27BQ1 2026: $1.55BQ2 2026: $2.36B
Institutions holding PTON and their total value by quarter
QuarterHoldersValue
Q2 2026466$2.36B
Q1 2026441$1.55B
Q4 2025445$2.27B
Q3 2025468$3.32B
Q2 2025453$2.59B
Q1 2025459$2.21B
Q4 2024438$3.02B
Q3 2024383$1.48B
Q2 2024388$1.10B
Q1 2024381$1.21B
Q4 2023403$1.74B
Q3 2023393$1.43B
Q2 2023404$2.20B
Q1 2023410$3.30B
Q4 2022416$2.28B
Q3 2022440$1.87B
Q2 2022484$2.44B
Q1 2022502$7.18B
Q4 2021577$9.34B
Q3 2021643$20.1B
Q2 2021679$27.0B
Q1 2021685$23.4B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q1 2023.

Institutions holding PTON in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
RE Dickinson Investment Advisors, LLC59$00.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.30$00.00%00.0%Unchanged
PrairieView Partners, LLC5$00.00%00.0%Unchanged
Coston, McIsaac & Partners18$00.00%00.0%Unchanged
Harvest Fund Management Co., Ltd25$00.00%+25New
VitalStone Financial, LLC8$00.00%+8New
Optimum Investment Advisors1$80.00%00.0%Unchanged
First Pacific Advisors, LP1$80.00%00.0%Unchanged
Concord Wealth Partners2$150.00%00.0%Unchanged
Macroview Investment Management LLC3$240.00%00.0%Unchanged
Stephens Consulting, LLC4$310.00%00.0%Unchanged
Parkside Financial Bank & Trust5$390.00%−528−99.1%Reduced
Venturi Wealth Management, LLC8$620.00%−300−97.4%Reduced
Crewe Advisors LLC10$770.00%00.0%Unchanged
Investors Research Corp10$770.00%00.0%Unchanged
WR Wealth Planners, LLC13$1000.00%−100−88.5%Reduced
Armstrong Advisory Group, Inc20$1540.00%00.0%Unchanged
BBJS Financial Advisors, LLC20$1540.00%00.0%Unchanged
CGC Financial Services, LLC23$1770.00%+23New
Fairfield, Bush & Co.25$1920.00%+25New
Gradient Investments LLC26$2000.00%00.0%Unchanged
Raffa Wealth Management, LLC27$2080.00%00.0%Unchanged
BerganKDV Wealth Management, LLC29$2240.00%00.0%Unchanged
DecisionPoint Financial, LLC29$2240.00%00.0%Unchanged
Coastal Capital Group, Inc.35$2690.00%00.0%Unchanged
Bell Investment Advisors, Inc38$2930.00%00.0%Unchanged
Archer Investment Corp40$3080.00%00.0%Unchanged
Creative Financial Designs Inc43$3310.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc44$3380.00%−11−20.0%Reduced
PayPay Securities Corp47$3610.02%−1−2.1%Reduced
Operose Advisors LLC47$3610.00%00.0%Unchanged
Farmers & Merchants Investments Inc50$3850.00%00.0%Unchanged
Harbor Investment Advisory, LLC50$3850.00%00.0%Unchanged
McIlrath & Eck, LLC50$3850.00%00.0%Unchanged
Baystate Wealth Management LLC50$3850.00%+50New
Global Wealth Management Investment Advisory, Inc.50$3850.00%+50New
Oliver Lagore Vanvalin Investment Group50$3850.00%+50New
Sutton Wealth Advisors Inc.50$3850.00%+50New
Rosenberg Matthew Hamilton59$4540.00%00.0%Unchanged
Duncker Streett & Co Inc60$4610.00%00.0%Unchanged
CVA Family Office, LLC60$4610.00%+10+20.0%Added
Founders Capital Management63$4840.00%−16−20.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC63$4840.00%00.0%Unchanged
Peoples Financial Services Corp.65$4990.00%00.0%Unchanged
CNB Bank65$5000.00%00.0%Unchanged
Anchor Investment Management, LLC72$5540.00%+72New
Toth Financial Advisory Corp75$5770.00%00.0%Unchanged
Russell Investments Group, Ltd.76$5840.00%−80−51.3%Reduced
Kelly Financial Services LLC76$5840.00%00.0%Unchanged
25 LLC61$5860.00%00.0%Unchanged
Sandy Spring Bank95$7310.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$7690.00%−3−2.9%Reduced
Colonial Trust Advisors100$7690.00%00.0%Unchanged
Avondale Wealth Management100$7690.00%00.0%Unchanged
Newton One Investments LLC100$7690.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.100$7690.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.100$7690.00%+100New
Turim 21 Investimentos Ltda.110$8460.00%00.0%Unchanged
Timber Creek Capital Management LLC115$8870.00%+15+15.0%Added
Abound Wealth Management120$9230.00%00.0%Unchanged
Versant Capital Management, Inc122$9380.00%+94+335.7%Added
Spire Wealth Management129$9920.00%−175−57.6%Reduced
Hazlett, Burt & Watson, Inc.150$1.00K0.00%00.0%Unchanged
Asset Dedication, LLC144$1.00K0.00%00.0%Unchanged
Bartlett & Co. LLC180$1.00K0.00%−30−14.3%Reduced
TSFG, LLC194$1.00K0.00%00.0%Unchanged
Gleason Group, Inc.135$1.04K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.135$1.04K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.151$1.14K0.00%00.0%Unchanged
Eagle Bay Advisors LLC155$1.19K0.00%00.0%Unchanged
Farther Finance Advisors, LLC160$1.23K0.00%−4,170−96.3%Reduced
Rise Advisors, LLC162$1.25K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC165$1.27K0.00%00.0%Unchanged
Proequities, Inc.178$1.37K0.00%−25−12.3%Reduced
GPS Wealth Strategies Group, LLC179$1.38K0.00%+154+616.0%Added
Bartlett & Co. Wealth Management LLC180$1.38K0.00%−30−14.3%Reduced
Earnest Partners LLC180$1.38K0.00%00.0%Unchanged
Massmutual Trust Co FSB187$1.44K0.00%+187New
Whittier Trust Co190$1.46K0.00%+120+171.4%Added
HighMark Wealth Management LLC190$1.46K0.00%00.0%Unchanged
American State Bank (Iowa)190$1.46K0.00%00.0%Unchanged
Mendota Financial Group, LLC192$1.48K0.00%00.0%Unchanged
SJS Investment Consulting Inc.200$1.54K0.00%00.0%Unchanged
Halpern Financial, Inc.200$1.54K0.00%00.0%Unchanged
Pittenger & Anderson Inc200$1.54K0.00%+100+100.0%Added
Geneos Wealth Management Inc.200$1.54K0.00%+200New
Cary Street Partner Investment Advisory LLC205$1.58K0.00%+205New
Ancora Advisors, LLC209$1.61K0.00%+49+30.6%Added
Clearstead Advisors, LLC219$1.69K0.00%00.0%Unchanged
Baldwin Brothers Inc231$1.78K0.00%00.0%Unchanged
Hollencrest Capital Management250$1.92K0.00%−200−44.4%Reduced
Focused Wealth Management, Inc250$1.92K0.00%00.0%Unchanged
Brown Shipley& Co Ltd250$1.92K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.260$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc174$2.00K0.00%−100−36.5%Reduced
Smithfield Trust Co292$2.00K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.300$2.00K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich294$2.00K0.00%−6−2.0%Reduced
Winch Advisory Services, LLC200$2.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management195$2.00K0.00%+195New