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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 250 | $2.05K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 281 | $2.16K | 0.00% | −789−73.7% | Reduced |
| Trust Co of Vermont | 300 | $2.31K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $2.31K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $2.31K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 304 | $2.34K | 0.00% | −84−21.6% | Reduced |
| Tortoise Investment Management, LLC | 305 | $2.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 318 | $2.45K | 0.00% | −399−55.6% | Reduced |
| AdvisorNet Financial, Inc | 387 | $2.98K | 0.00% | −10−2.5% | Reduced |
| WealthPLAN Partners, LLC | 394 | $3.03K | 0.00% | +128+48.1% | Added |
| Coppell Advisory Solutions LLC | 442 | $3.33K | 0.00% | +442 | New |
| Larson Financial Group LLC | 433 | $3.33K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 488 | $3.65K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 500 | $3.85K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 510 | $3.92K | 0.00% | −1,952−79.3% | Reduced |
| Column Capital Advisors, LLC | 514 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 338 | $4.00K | 0.00% | −211−38.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 544 | $4.18K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 594 | $4.57K | 0.00% | +594 | New |
| Tradition Wealth Management, LLC | 617 | $5.00K | 0.00% | −3−0.5% | Reduced |
| Emfo, LLC | 710 | $5.46K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 590 | $5.73K | 0.00% | +80+15.7% | Added |
| Raleigh Capital Management Inc. | 750 | $5.77K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 777 | $5.97K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 778 | $5.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 750 | $6.00K | 0.00% | −61−7.5% | Reduced |
| Covestor Ltd | 800 | $6.00K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 950 | $7.31K | 0.00% | +50+5.6% | Added |
| Ameliora Wealth Management Ltd. | 1,000 | $7.69K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,000 | $7.69K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 1,172 | $9.02K | 0.00% | −779−39.9% | Reduced |
| North Star Investment Management Corp. | 1,180 | $9.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,307 | $10.1K | 0.00% | −123−8.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,620 | $12.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,635 | $12.6K | 0.00% | +400+32.4% | Added |
| Pinebridge Investments, L.P. | 1,783 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,864 | $14.3K | 0.00% | +664+55.3% | Added |
| SRS Capital Advisors, Inc. | 1,900 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,817 | $15.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,050 | $15.8K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,103 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,253 | $17.3K | 0.00% | −100−4.2% | Reduced |
| GWM Advisors LLC | 2,753 | $21.2K | 0.00% | −1,600−36.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,774 | $29.0K | 0.00% | +3,500+1,277.4% | Added |
| Register Financial Advisors LLC | 3,800 | $29.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,835 | $29.5K | 0.00% | +185+5.1% | Added |
| Banque Cantonale Vaudoise | 4,184 | $32.0K | 0.00% | +2,669+176.2% | Added |
| ICA Group Wealth Management, LLC | 4,901 | $37.7K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 5,000 | $38.5K | 0.01% | −24,331−83.0% | Reduced |
| Headlands Technologies LLC | 5,243 | $40.3K | 0.01% | +5,243 | New |
| Ostrum Asset Management | 5,456 | $41.2K | 0.00% | +32+0.6% | Added |
| CWM, LLC | 5,522 | $42.0K | 0.00% | −195,970−97.3% | Reduced |
| American International Group, Inc. | 5,730 | $44.1K | 0.00% | +2,629+84.8% | Added |
| Storebrand Asset Management AS | 6,309 | $48.5K | 0.00% | −1,729−21.5% | Reduced |
| Draper Asset Management, LLC | 6,541 | $50.3K | 0.05% | −274−4.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,650 | $51.1K | 0.00% | −219,082−97.1% | Reduced |
| Lindbrook Capital, LLC | 7,221 | $55.5K | 0.01% | −252−3.4% | Reduced |
| Tradewinds Capital Management, LLC | 8,002 | $61.5K | 0.02% | −279−3.4% | Reduced |
| Bokf, NA | 8,312 | $63.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,055 | $77.0K | 0.00% | +10,055 | New |
| CRA Financial Services, LLC | 10,035 | $77.2K | 0.02% | −515−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 10,042 | $77.2K | 0.00% | −75−0.7% | Reduced |
| Toroso Investments, LLC | 10,165 | $78.0K | 0.00% | −2,667−20.8% | Reduced |
| CI Private Wealth, LLC | 10,365 | $79.7K | 0.00% | −654−5.9% | Reduced |
| Legacy Financial Advisors, Inc. | 10,370 | $79.7K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 11,097 | $85.3K | 0.03% | +23+0.2% | Added |
| Fort Point Capital Partners LLC | 11,100 | $85.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,488 | $88.3K | 0.00% | −1,197−9.4% | Reduced |
| Avantax Advisory Services, Inc. | 11,790 | $90.7K | 0.00% | −740−5.9% | Reduced |
| Manufacturers Life Insurance Company, The | 12,036 | $92.6K | 0.00% | +534+4.6% | Added |
| Twelve Points Wealth Management LLC | 12,046 | $92.6K | 0.05% | −74−0.6% | Reduced |
| International Assets Investment Management, LLC | 12,221 | $94.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,252 | $94.2K | 0.00% | −17,969−59.5% | Reduced |
| Occudo Quantitative Strategies LP | 12,252 | $94.2K | 0.01% | +12,252 | New |
| BloombergSen Inc. | 12,550 | $96.5K | 0.01% | −7,100−36.1% | Reduced |
| Saranac Partners Ltd | 12,657 | $97.3K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,001 | $100.0K | 0.00% | −1,865−12.5% | Reduced |
| Guggenheim Capital LLC | 13,042 | $100.3K | 0.00% | −6,652−33.8% | Reduced |
| TD Waterhouse Canada Inc. | 12,815 | $102.7K | 0.00% | −2,205−14.7% | Reduced |
| Coastal Bridge Advisors, LLC | 14,019 | $107.8K | 0.03% | +714+5.4% | Added |
| Financial Advisory Service, Inc. | 14,236 | $109.5K | 0.01% | +14,236 | New |
| M&T Bank Corp | 14,359 | $110.9K | 0.00% | +72+0.5% | Added |
| State of Wyoming | 14,621 | $112.4K | 0.03% | +4,183+40.1% | Added |
| Gruss & Co., LLC | 15,000 | $115.3K | 0.70% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 15,000 | $115.3K | 0.00% | 00.0% | Unchanged |
| Monaco Asset Management SAM | 15,000 | $115.3K | 0.06% | +15,000 | New |
| US Bancorp | 15,720 | $120.9K | 0.00% | −13,391−46.0% | Reduced |
| Ameriprise Financial Inc | 15,784 | $121.4K | 0.00% | −19,464−55.2% | Reduced |
| Sequoia Financial Advisors, LLC | 16,121 | $124.0K | 0.00% | +16,121 | New |
| Wolverine Trading, LLC | 17,001 | $126.8K | 0.00% | +17,001 | New |
| Jaffetilchin Investment Partners, LLC | 16,504 | $126.9K | 0.01% | +1,268+8.3% | Added |
| Jasper Ridge Partners, L.P. | 16,637 | $127.9K | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,700 | $128.4K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 16,720 | $128.6K | 0.00% | −113−0.7% | Reduced |
| Commerce Bank | 17,181 | $132.1K | 0.00% | −29,982−63.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,365 | $133.5K | 0.00% | −739−4.1% | Reduced |
| Vontobel Holding Ltd. | 17,502 | $134.6K | 0.00% | +6,435+58.1% | Added |
| Kessler Investment Group, LLC | 18,222 | $140.1K | 0.10% | +1,000+5.8% | Added |
| Versor Investments LP | 18,519 | $142.4K | 0.02% | −8,100−30.4% | Reduced |
| Creative Planning | 18,746 | $144.2K | 0.00% | −3,853−17.0% | Reduced |