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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 300 | $1.83K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 300 | $1.83K | 0.00% | +280+1,400.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 334 | $2.00K | 0.00% | +160+92.0% | Added |
| Smithfield Trust Co | 292 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 330 | $2.01K | 0.00% | +105+46.7% | Added |
| Colonial Trust Advisors | 400 | $2.44K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 433 | $2.64K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 442 | $2.69K | 0.00% | −95−17.7% | Reduced |
| Nisa Investment Advisors, LLC | 490 | $2.98K | 0.00% | −4,200−89.6% | Reduced |
| Tortoise Investment Management, LLC | 492 | $3.00K | 0.00% | −187−27.5% | Reduced |
| WealthCollab, LLC | 500 | $3.04K | 0.00% | +500 | New |
| Adirondack Trust Co | 690 | $3.11K | 0.00% | +100+16.9% | Added |
| LM Advisors LLC | 635 | $3.86K | 0.00% | +635 | New |
| NBC Securities, Inc. | 805 | $4.00K | 0.00% | −30−3.6% | Reduced |
| Harbour Investments, Inc. | 678 | $4.13K | 0.00% | −559−45.2% | Reduced |
| AdvisorNet Financial, Inc | 687 | $4.18K | 0.00% | +200+41.1% | Added |
| Quadrant Capital Group LLC | 741 | $4.51K | 0.00% | +483+187.2% | Added |
| Raleigh Capital Management Inc. | 750 | $4.57K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 777 | $4.73K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 778 | $4.74K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 820 | $4.99K | 0.00% | +820 | New |
| Ronald Blue Trust, Inc. | 946 | $5.00K | 0.00% | +621+191.1% | Added |
| North Star Investment Management Corp. | 900 | $5.48K | 0.00% | −280−23.7% | Reduced |
| EverSource Wealth Advisors, LLC | 900 | $5.48K | 0.00% | −50−5.3% | Reduced |
| Ameliora Wealth Management Ltd. | 1,000 | $6.09K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,000 | $6.09K | 0.00% | +1,000 | New |
| Ancora Advisors, LLC | 1,050 | $6.39K | 0.00% | +876+503.4% | Added |
| Venturi Wealth Management, LLC | 1,137 | $6.92K | 0.00% | +99+9.5% | Added |
| Banque Cantonale Vaudoise | 1,121 | $7.00K | 0.00% | −3,063−73.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,434 | $8.73K | 0.00% | −66,148−97.9% | Reduced |
| Tradition Wealth Management, LLC | 1,519 | $9.00K | 0.00% | +932+158.8% | Added |
| Russell Investments Group, Ltd. | 1,544 | $9.40K | 0.00% | +1,544 | New |
| Covestor Ltd | 1,652 | $10.0K | 0.01% | +856+107.5% | Added |
| IFP Advisors, Inc | 1,840 | $11.2K | 0.00% | +86+4.9% | Added |
| SRS Capital Advisors, Inc. | 1,900 | $11.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,050 | $12.5K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,160 | $13.2K | 0.00% | +2,160 | New |
| West Paces Advisors Inc. | 2,210 | $13.5K | 0.00% | −1,000−31.2% | Reduced |
| GAMMA Investing LLC | 2,439 | $13.6K | 0.00% | +2,439 | New |
| Farther Finance Advisors, LLC | 2,402 | $14.6K | 0.00% | +323+15.5% | Added |
| GWM Advisors LLC | 2,436 | $14.8K | 0.00% | +353+16.9% | Added |
| EntryPoint Capital, LLC | 2,543 | $15.5K | 0.01% | +2,543 | New |
| Smartleaf Asset Management LLC | 2,704 | $17.0K | 0.00% | +2,704 | New |
| Global Retirement Partners, LLC | 3,211 | $18.7K | 0.00% | +939+41.3% | Added |
| ICA Group Wealth Management, LLC | 3,133 | $19.1K | 0.00% | +3,133 | New |
| Versant Capital Management, Inc | 3,144 | $19.1K | 0.01% | +2,973+1,738.6% | Added |
| Hexagon Capital Partners LLC | 4,519 | $27.5K | 0.01% | +2,331+106.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,532 | $27.6K | 0.00% | +282+6.6% | Added |
| Storebrand Asset Management AS | 4,711 | $28.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,849 | $29.5K | 0.00% | −39,467−89.1% | Reduced |
| Advisory Services Network, LLC | 5,337 | $32.5K | 0.00% | +5,337 | New |
| Comerica Bank | 5,423 | $33.0K | 0.00% | +1,343+32.9% | Added |
| American International Group, Inc. | 5,680 | $34.6K | 0.00% | +175+3.2% | Added |
| CWM, LLC | 5,842 | $36.0K | 0.00% | −603−9.4% | Reduced |
| Draper Asset Management, LLC | 6,350 | $38.7K | 0.04% | −96−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,942 | $42.3K | 0.00% | −745−9.7% | Reduced |
| BloombergSen Inc. | 7,044 | $42.9K | 0.00% | −10,806−60.5% | Reduced |
| KBC Group NV | 7,397 | $45.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,423 | $45.2K | 0.00% | −1,198−13.9% | Reduced |
| Rakuten Securities, Inc. | 7,657 | $46.6K | 0.04% | +7,657 | New |
| Tradewinds Capital Management, LLC | 8,002 | $48.7K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,998 | $60.9K | 0.00% | −3,779−27.4% | Reduced |
| Carl P. Sherr & Co., LLC | 10,000 | $60.9K | 0.04% | −800−7.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 10,000 | $60.9K | 0.01% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 10,000 | $60.9K | 0.05% | +10,000 | New |
| Vise Technologies, Inc. | 10,223 | $62.3K | 0.01% | −9,814−49.0% | Reduced |
| Legacy Financial Advisors, Inc. | 10,370 | $63.2K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,666 | $65.0K | 0.00% | −800−7.0% | Reduced |
| Mutual Advisors, LLC | 10,713 | $65.2K | 0.00% | +54+0.5% | Added |
| Cim Investment Mangement Inc | 10,865 | $66.2K | 0.02% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 11,100 | $67.6K | 0.01% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 11,100 | $67.6K | 0.00% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 11,164 | $68.0K | 0.03% | −772−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,304 | $68.8K | 0.00% | −39,261−77.6% | Reduced |
| CIBC World Markets Inc. | 11,355 | $69.0K | 0.00% | +11,355 | New |
| Captrust Financial Advisors | 11,730 | $71.4K | 0.00% | −5,488−31.9% | Reduced |
| Man Group plc | 12,605 | $76.8K | 0.00% | – | – |
| Saranac Partners Ltd | 12,657 | $77.1K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 12,735 | $77.6K | 0.01% | +12,735 | New |
| Neuberger Berman Group LLC | 13,055 | $79.5K | 0.00% | +13,055 | New |
| TD Waterhouse Canada Inc. | 12,903 | $82.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,727 | $83.6K | 0.00% | +1,880+15.9% | Added |
| Coastal Bridge Advisors, LLC | 13,781 | $83.9K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 14,344 | $87.4K | 0.00% | −2,074−12.6% | Reduced |
| TCG Advisory Services, LLC | 14,354 | $87.4K | 0.01% | −16,147−52.9% | Reduced |
| Oracle Alpha Inc. | 14,482 | $88.2K | 0.11% | +14,482 | New |
| Teacher Retirement System of Texas | 14,681 | $89.0K | 0.00% | −9,392−39.0% | Reduced |
| United Capital Financial Advisers, LLC | 15,557 | $94.7K | 0.00% | +15,557 | New |
| Pitcairn Co | 15,667 | $95.4K | 0.01% | −280−1.8% | Reduced |
| Financial Advisory Service, Inc. | 16,386 | $99.8K | 0.01% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 16,637 | $101.3K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 16,963 | $103.3K | 0.02% | +16,963 | New |
| Armistice Capital, LLC | 17,188 | $104.7K | 0.00% | +17,188 | New |
| Mirabella Financial Services LLP | 17,434 | $106.2K | 0.02% | +17,434 | New |
| Utah Retirement Systems | 18,600 | $113.3K | 0.00% | +1,800+10.7% | Added |
| Tocqueville Asset Management L.P. | 19,070 | $116.1K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 19,689 | $119.9K | 0.00% | −21,163−51.8% | Reduced |
| Commerce Bank | 19,691 | $119.9K | 0.00% | +2,087+11.9% | Added |
| Quent Capital, LLC | 19,809 | $120.6K | 0.02% | +341+1.8% | Added |