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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 303 | $2.00K | 0.00% | +9+3.1% | Added |
| Colonial Trust Advisors | 400 | $2.02K | 0.00% | +300+300.0% | Added |
| Baker Avenue Asset Management, LP | 424 | $2.14K | 0.00% | +424 | New |
| Larson Financial Group LLC | 433 | $2.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 433 | $2.19K | 0.00% | +428+8,560.0% | Added |
| AdvisorNet Financial, Inc | 487 | $2.46K | 0.00% | +100+25.8% | Added |
| Column Capital Advisors, LLC | 514 | $2.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 544 | $2.75K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 579 | $2.92K | 0.00% | +360+164.4% | Added |
| Adirondack Trust Co | 590 | $2.98K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 587 | $3.00K | 0.00% | −30−4.9% | Reduced |
| Tortoise Investment Management, LLC | 679 | $3.43K | 0.00% | +374+122.6% | Added |
| Emfo, LLC | 710 | $3.59K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 750 | $3.79K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 777 | $3.92K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 778 | $3.93K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 796 | $4.00K | 0.00% | −4−0.5% | Reduced |
| NBC Securities, Inc. | 835 | $4.00K | 0.00% | +835 | New |
| Coppell Advisory Solutions LLC | 537 | $4.26K | 0.00% | +95+21.5% | Added |
| EverSource Wealth Advisors, LLC | 950 | $4.80K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,000 | $5.05K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,038 | $5.24K | 0.00% | +1,030+12,875.0% | Added |
| North Star Investment Management Corp. | 1,180 | $5.96K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,237 | $6.25K | 0.00% | −70−5.4% | Reduced |
| IFP Advisors, Inc | 1,754 | $8.86K | 0.00% | −609−25.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,900 | $9.60K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,050 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,079 | $10.5K | 0.00% | +1,919+1,199.4% | Added |
| GWM Advisors LLC | 2,083 | $10.5K | 0.00% | −670−24.3% | Reduced |
| Hexagon Capital Partners LLC | 2,188 | $11.0K | 0.00% | +324+17.4% | Added |
| Global Retirement Partners, LLC | 2,272 | $11.9K | 0.00% | +19+0.8% | Added |
| Parallel Advisors, LLC | 2,659 | $13.4K | 0.00% | +1,487+126.9% | Added |
| West Paces Advisors Inc. | 3,210 | $16.2K | 0.01% | +1,575+96.3% | Added |
| Institutional & Family Asset Management, LLC | 3,250 | $16.4K | 0.00% | +3,250 | New |
| Register Financial Advisors LLC | 3,800 | $19.2K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 4,080 | $20.6K | 0.00% | +4,080 | New |
| Banque Cantonale Vaudoise | 4,184 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,250 | $21.5K | 0.00% | +415+10.8% | Added |
| Nisa Investment Advisors, LLC | 4,690 | $23.7K | 0.00% | −241,000−98.1% | Reduced |
| Storebrand Asset Management AS | 4,711 | $23.8K | 0.00% | −1,598−25.3% | Reduced |
| American International Group, Inc. | 5,505 | $27.8K | 0.00% | −225−3.9% | Reduced |
| Draper Asset Management, LLC | 6,446 | $32.6K | 0.03% | −95−1.5% | Reduced |
| CWM, LLC | 6,445 | $33.0K | 0.00% | +923+16.7% | Added |
| Quarry LP | 6,882 | $34.8K | 0.02% | +6,882 | New |
| KBC Group NV | 7,397 | $37.0K | 0.00% | +7,397 | New |
| The PNC Financial Services Group, Inc. | 7,687 | $38.8K | 0.00% | −37,926−83.1% | Reduced |
| Bokf, NA | 8,312 | $39.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8,002 | $40.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8,621 | $43.5K | 0.00% | +1,400+19.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 10,000 | $50.5K | 0.01% | +10,000 | New |
| Beacon Pointe Advisors, LLC | 10,068 | $50.8K | 0.00% | +26+0.3% | Added |
| Legacy Financial Advisors, Inc. | 10,370 | $52.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,439 | $52.7K | 0.00% | −1,351−11.5% | Reduced |
| Mutual Advisors, LLC | 10,659 | $53.8K | 0.00% | −17,768−62.5% | Reduced |
| Carl P. Sherr & Co., LLC | 10,800 | $54.5K | 0.04% | +10,800 | New |
| Cim Investment Mangement Inc | 10,865 | $54.9K | 0.02% | −232−2.1% | Reduced |
| StoneX Group Inc. | 11,034 | $55.7K | 0.01% | +11,034 | New |
| Fort Point Capital Partners LLC | 11,100 | $56.1K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 11,100 | $56.1K | 0.00% | +11,100 | New |
| Strategic Investment Solutions, Inc. | 7,700 | $56.2K | 0.00% | +7,565+5,603.7% | Added |
| Aaron Wealth Advisors | 11,352 | $57.3K | 0.01% | +11,352 | New |
| Glenmede Trust Co NA | 11,431 | $57.7K | 0.00% | +11,431 | New |
| Guggenheim Capital LLC | 11,466 | $57.9K | 0.00% | −1,576−12.1% | Reduced |
| Jump Financial, LLC | 11,625 | $58.7K | 0.00% | −26,325−69.4% | Reduced |
| Creative Planning | 11,847 | $59.8K | 0.00% | −6,899−36.8% | Reduced |
| Twelve Points Wealth Management LLC | 11,936 | $60.3K | 0.03% | −110−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 12,407 | $62.7K | 0.00% | +12,407 | New |
| Brevan Howard Capital Management LP | 12,647 | $63.9K | 0.02% | +12,647 | New |
| Saranac Partners Ltd | 12,657 | $63.9K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 14,721 | $68.5K | 0.01% | +2,500+20.5% | Added |
| Centiva Capital, LP | 13,777 | $69.6K | 0.00% | +13,267+2,601.4% | Added |
| Coastal Bridge Advisors, LLC | 13,781 | $69.6K | 0.02% | −238−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 12,903 | $73.1K | 0.00% | +88+0.7% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $75.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,034 | $75.9K | 0.00% | +2,033+15.6% | Added |
| Pitcairn Co | 15,947 | $80.5K | 0.01% | +15,947 | New |
| Financial Advisory Service, Inc. | 16,386 | $82.8K | 0.01% | +2,150+15.1% | Added |
| Truist Financial Corp | 16,418 | $82.9K | 0.00% | −302−1.8% | Reduced |
| Jasper Ridge Partners, L.P. | 16,637 | $84.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,800 | $84.8K | 0.00% | +100+0.6% | Added |
| Captrust Financial Advisors | 17,218 | $87.0K | 0.00% | +17,218 | New |
| Commerce Bank | 17,604 | $88.9K | 0.00% | +423+2.5% | Added |
| Cutler Group LP | 17,703 | $89.0K | 0.01% | −26,048−59.5% | Reduced |
| BloombergSen Inc. | 17,850 | $90.1K | 0.01% | +5,300+42.2% | Added |
| M&T Bank Corp | 18,002 | $91.3K | 0.00% | +3,643+25.4% | Added |
| Ameriprise Financial Inc | 18,248 | $92.2K | 0.00% | +2,464+15.6% | Added |
| Kestra Advisory Services, LLC | 18,453 | $93.2K | 0.00% | +6,965+60.6% | Added |
| Tocqueville Asset Management L.P. | 19,070 | $96.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 19,466 | $98.3K | 0.00% | +531+2.8% | Added |
| Quent Capital, LLC | 19,468 | $98.3K | 0.02% | +321+1.7% | Added |
| US Bancorp | 19,951 | $100.8K | 0.00% | +4,231+26.9% | Added |
| Vise Technologies, Inc. | 20,037 | $101.2K | 0.02% | −16,393−45.0% | Reduced |
| Toronto Dominion Bank | 20,162 | $101.8K | 0.00% | −338−1.6% | Reduced |
| Rathbone Brothers plc | 21,112 | $106.6K | 0.00% | +468+2.3% | Added |
| Perigon Wealth Management, LLC | 21,363 | $107.9K | 0.00% | −42,282−66.4% | Reduced |
| Spire Wealth Management | 21,529 | $108.7K | 0.00% | +21,400+16,589.1% | Added |
| Maryland State Retirement & Pension System | 21,585 | $109.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,785 | $115.1K | 0.02% | +8,164+55.8% | Added |
| Numerai GP LLC | 23,054 | $116.4K | 0.04% | +23,054 | New |
| Jaffetilchin Investment Partners, LLC | 24,153 | $122.0K | 0.01% | +7,649+46.3% | Added |