Peloton Interactive, Inc.

PTON

Exchange: Nasdaq
Industry: Sporting & Athletic Goods, NEC
SEC CIK: 0001639825

SEC filings (opens in a new tab)

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, Q3 2023

Institutional positions in Peloton Interactive, Inc. as of Sep 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: 393; −5 vs. Q2 2023
Shares held: 283.3M; −2.31M (−0.8%) vs. Q2 2023
Total value: $1.43B; −$767.7M (−34.9%) vs. Q2 2023
New holders: 65; 127 more added
Sold out: 70; 88 more reduced

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 393 institutions

Value heldQ3 2023: $1.43B

Institutions holding PTON and their total value by quarter
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, Q3 2023

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q2 2023.

Institutions holding PTON in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
McClarren Financial Advisors, Inc.	118	$0	0.00%	−1,985−94.4%	Reduced
Tyler-Stone Wealth Management	50	$0	0.00%	−145−74.4%	Reduced
Asset Dedication, LLC	61	$0	0.00%	−83−57.6%	Reduced
Benjamin F. Edwards & Company, Inc.	30	$0	0.00%	00.0%	Unchanged
Harvest Fund Management Co., Ltd	25	$0	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	5	$0	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	59	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	18	$0	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	50	$0	0.00%	+50	New
Steward Financial Group LLC	50	$0	0.00%	+50	New
Optimum Investment Advisors	1	$5	0.00%	00.0%	Unchanged
Concord Wealth Partners	2	$10	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$21	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	4	$21	0.00%	+4	New
Your Advocates Ltd., LLP	5	$25	0.00%	+5	New
Provence Wealth Management Group	5	$25	0.00%	+5	New
Laurel Wealth Advisors LLC	5	$26	0.00%	+5	New
Macroview Investment Management LLC	9	$46	0.00%	+6+200.0%	Added
Investors Research Corp	10	$51	0.00%	00.0%	Unchanged
Clear Investment Research, LLC	10	$51	0.00%	+10	New
Annis Gardner Whiting Capital Advisors, LLC	10	$51	0.00%	+10	New
ORG Partners LLC	19	$95	0.00%	+19	New
Armstrong Advisory Group, Inc	20	$101	0.00%	00.0%	Unchanged
BBJS Financial Advisors, LLC	20	$101	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	23	$116	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	27	$136	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	29	$147	0.00%	00.0%	Unchanged
Authentikos Wealth Advisory, LLC	35	$177	0.00%	+35	New
Bell Investment Advisors, Inc	38	$192	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	38	$192	0.00%	+25+192.3%	Added
Archer Investment Corp	40	$202	0.00%	00.0%	Unchanged
Headinvest, LLC	40	$216	0.00%	+40	New
Creative Financial Designs Inc	43	$217	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	44	$222	0.00%	00.0%	Unchanged
Gradient Investments LLC	46	$232	0.00%	+20+76.9%	Added
Farmers & Merchants Investments Inc	50	$253	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	50	$253	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	50	$253	0.00%	00.0%	Unchanged
Global Wealth Management Investment Advisory, Inc.	50	$253	0.00%	00.0%	Unchanged
Sutton Wealth Advisors Inc.	50	$253	0.00%	00.0%	Unchanged
Assetmark, Inc	57	$288	0.00%	+57	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	63	$318	0.00%	00.0%	Unchanged
CNB Bank	65	$328	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	65	$328	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	72	$364	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	75	$379	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	76	$384	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	80	$404	0.00%	+30+60.0%	Added
Sandy Spring Bank	95	$480	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	100	$505	0.00%	−100−50.0%	Reduced
Timber Creek Capital Management LLC	100	$505	0.00%	−15−13.0%	Reduced
Sanctuary Wealth Management, L.L.C.	100	$505	0.00%	00.0%	Unchanged
Avondale Wealth Management	100	$505	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	100	$505	0.00%	00.0%	Unchanged
Newton One Investments LLC	100	$505	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	109	$550	0.00%	+109	New
Turim 21 Investimentos Ltda.	110	$556	0.00%	00.0%	Unchanged
Abound Wealth Management	120	$606	0.00%	00.0%	Unchanged
Activest Wealth Management	120	$606	0.00%	+120	New
Gleason Group, Inc.	135	$682	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	155	$783	0.00%	00.0%	Unchanged
Rise Advisors, LLC	162	$818	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	165	$833	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	171	$864	0.00%	+49+40.2%	Added
Ancora Advisors, LLC	174	$879	0.00%	−35−16.7%	Reduced
Proequities, Inc.	178	$898	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	186	$903	0.00%	+35+23.2%	Added
GPS Wealth Strategies Group, LLC	179	$904	0.00%	00.0%	Unchanged
Earnest Partners LLC	180	$909	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	180	$909	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$960	0.00%	00.0%	Unchanged
American State Bank (Iowa)	190	$960	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	192	$970	0.00%	00.0%	Unchanged
Valley National Advisers Inc	174	$1.00K	0.00%	00.0%	Unchanged
Smithfield Trust Co	292	$1.00K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	200	$1.00K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	150	$1.00K	0.00%	00.0%	Unchanged
Bartlett & Co. LLC	180	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	194	$1.00K	0.00%	00.0%	Unchanged
Geneos Wealth Management Inc.	200	$1.01K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	200	$1.01K	0.00%	00.0%	Unchanged
Halpern Financial, Inc.	200	$1.01K	0.00%	00.0%	Unchanged
Cary Street Partner Investment Advisory LLC	205	$1.03K	0.00%	00.0%	Unchanged
Whittier Trust Co	212	$1.07K	0.00%	+22+11.6%	Added
Federation des caisses Desjardins du Quebec	217	$1.10K	0.00%	−3,557−94.3%	Reduced
Fifth Third Bancorp	225	$1.14K	0.00%	+225	New
Hollencrest Capital Management	250	$1.26K	0.00%	00.0%	Unchanged
Focused Wealth Management, Inc	250	$1.26K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	250	$1.28K	0.00%	00.0%	Unchanged
Quadrant Capital Group LLC	258	$1.30K	0.00%	−23−8.2%	Reduced
Investment Research & Advisory Group, Inc.	260	$1.31K	0.00%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	280	$1.41K	0.00%	+280	New
Glassman Wealth Services	300	$1.51K	0.00%	−4−1.3%	Reduced
Trust Co of Vermont	300	$1.51K	0.00%	00.0%	Unchanged
Private Trust Co NA	300	$1.51K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	300	$1.51K	0.00%	00.0%	Unchanged
Allworth Financial LP	358	$1.81K	0.00%	+40+12.6%	Added
Householder Group Estate & Retirement Specialist, LLC	375	$1.89K	0.00%	+375	New
Lazard Asset Management LLC	485	$2.00K	0.00%	−110,642−99.6%	Reduced
Ronald Blue Trust, Inc.	325	$2.00K	0.00%	−13−3.8%	Reduced