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, Q4 2023

Institutional positions in Peloton Interactive, Inc. as of Dec 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: 403; +14 vs. Q3 2023
Shares held: 285.0M; +1.74M (+0.6%) vs. Q3 2023
Total value: $1.74B; +$305.1M (+21.3%) vs. Q3 2023
New holders: 72; 116 more added
Sold out: 58; 117 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 403 institutions

Value heldQ4 2023: $1.74B

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, Q4 2023

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q3 2023.

Institutions holding PTON in Q4 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Benjamin F. Edwards & Company, Inc.	30	$0	0.00%	00.0%	Unchanged
Asset Dedication, LLC	61	$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
Optimum Investment Advisors	1	$6	0.00%	00.0%	Unchanged
Concord Wealth Partners	2	$12	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	3	$17	0.00%	+3	New
Naples Money Management LLC	3	$18	0.00%	+3	New
Macroview Investment Management LLC	3	$19	0.00%	−6−66.7%	Reduced
DHJJ Financial Advisors, Ltd.	4	$25	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$25	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	5	$31	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	9	$55	0.00%	+9	New
Investors Research Corp	10	$61	0.00%	00.0%	Unchanged
Game Plan Financial Advisors, LLC	11	$67	0.00%	+11	New
ORG Partners LLC	19	$115	0.00%	00.0%	Unchanged
Arlington Partners LLC	20	$122	0.00%	+20	New
Cornerstone Planning Group LLC	20	$122	0.00%	+20	New
CGC Financial Services, LLC	23	$140	0.00%	00.0%	Unchanged
Fairfield, Bush & Co.	25	$152	0.00%	+25	New
Gradient Investments LLC	26	$158	0.00%	−20−43.5%	Reduced
Raffa Wealth Management, LLC	27	$164	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	29	$177	0.00%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	33	$201	0.00%	+33	New
Archer Investment Corp	40	$244	0.00%	00.0%	Unchanged
Friedenthal Financial	42	$256	0.00%	+42	New
Creative Financial Designs Inc	43	$262	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	44	$268	0.00%	−500−91.9%	Reduced
Farmers & Merchants Investments Inc	50	$305	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	50	$305	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	50	$305	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	50	$305	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	50	$305	0.00%	00.0%	Unchanged
McGlone Suttner Wealth Management, Inc.	50	$305	0.00%	+50	New
Northwest Financial Advisors	50	$305	0.00%	+50	New
Planning Capital Management Corp	50	$305	0.00%	+50	New
CVA Family Office, LLC	60	$365	0.00%	+60	New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	63	$383	0.00%	00.0%	Unchanged
Whittier Trust Co	65	$395	0.00%	−147−69.3%	Reduced
Peoples Financial Services Corp.	65	$395	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	65	$396	0.00%	−7−9.7%	Reduced
CNB Bank	65	$396	0.00%	00.0%	Unchanged
Planned Solutions, Inc.	68	$414	0.00%	+68	New
Toth Financial Advisory Corp	75	$457	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	76	$463	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	82	$500	0.00%	−351−81.1%	Reduced
Salomon & Ludwin, LLC	109	$550	0.00%	00.0%	Unchanged
Sandy Spring Bank	95	$579	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	99	$601	0.00%	+55+125.0%	Added
Strategic Investment Solutions, Inc.	100	$609	0.00%	−7,600−98.7%	Reduced
Pittenger & Anderson Inc	100	$609	0.00%	00.0%	Unchanged
Timber Creek Capital Management LLC	100	$609	0.00%	00.0%	Unchanged
Avondale Wealth Management	100	$609	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	100	$609	0.00%	00.0%	Unchanged
Newton One Investments LLC	100	$609	0.00%	00.0%	Unchanged
Private Ocean, LLC	100	$609	0.00%	+100	New
Turim 21 Investimentos Ltda.	110	$670	0.00%	00.0%	Unchanged
PayPay Securities Corp	112	$682	0.03%	+65+138.3%	Added
Bray Capital Advisors	113	$688	0.00%	+113	New
Federation des caisses Desjardins du Quebec	117	$713	0.00%	−100−46.1%	Reduced
Rise Advisors, LLC	118	$719	0.00%	−44−27.2%	Reduced
Activest Wealth Management	120	$731	0.00%	00.0%	Unchanged
Abound Wealth Management	120	$731	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	127	$773	0.00%	+127	New
Gleason Group, Inc.	135	$822	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$913	0.00%	+150	New
Hobbs Group Advisors, LLC	150	$914	0.00%	+150	New
Bartlett & Co. Wealth Management LLC	150	$942	0.00%	−30−16.7%	Reduced
Eagle Bay Advisors LLC	155	$944	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	150	$1.00K	0.00%	00.0%	Unchanged
Bartlett & Co. LLC	150	$1.00K	0.00%	−30−16.7%	Reduced
TSFG, LLC	101	$1.00K	0.00%	−93−47.9%	Reduced
McClarren Financial Advisors, Inc.	118	$1.00K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	165	$1.00K	0.00%	00.0%	Unchanged
Principal Securities, Inc.	170	$1.03K	0.00%	+170	New
Halpern Financial, Inc.	200	$1.08K	0.00%	00.0%	Unchanged
Proequities, Inc.	178	$1.08K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	179	$1.09K	0.00%	00.0%	Unchanged
Glassman Wealth Services	183	$1.11K	0.00%	−117−39.0%	Reduced
GHP Investment Advisors, Inc.	186	$1.13K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$1.16K	0.00%	00.0%	Unchanged
American State Bank (Iowa)	190	$1.16K	0.00%	00.0%	Unchanged
Sachetta, LLC	192	$1.17K	0.00%	+192	New
Hollencrest Capital Management	200	$1.22K	0.00%	−50−20.0%	Reduced
Focused Wealth Management, Inc	200	$1.22K	0.00%	−50−20.0%	Reduced
Geneos Wealth Management Inc.	200	$1.22K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	200	$1.22K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	200	$1.22K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	210	$1.28K	0.00%	+18+9.4%	Added
Clearstead Advisors, LLC	219	$1.33K	0.00%	−360−62.2%	Reduced
Allworth Financial LP	222	$1.35K	0.00%	−136−38.0%	Reduced
Parallel Advisors, LLC	237	$1.44K	0.00%	−2,422−91.1%	Reduced
Kozak & Associates, Inc.	250	$1.45K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	250	$1.52K	0.00%	+250	New
Investment Research & Advisory Group, Inc.	260	$1.58K	0.00%	00.0%	Unchanged
Jamison Private Wealth Management, Inc.	280	$1.71K	0.00%	00.0%	Unchanged
Bank Julius Baer & Co. Ltd, Zurich	300	$1.82K	0.00%	−3−1.0%	Reduced
Trust Co of Vermont	300	$1.83K	0.00%	00.0%	Unchanged