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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 20,283 | $123.5K | 0.00% | +121+0.6% | Added |
| Compagnie Lombard Odier SCmA | 20,000 | $121.8K | 0.00% | +5,000+33.3% | Added |
| Rathbone Brothers plc | 19,990 | $121.7K | 0.00% | −1,122−5.3% | Reduced |
| Quent Capital, LLC | 19,809 | $120.6K | 0.02% | +341+1.8% | Added |
| Commerce Bank | 19,691 | $119.9K | 0.00% | +2,087+11.9% | Added |
| Marex Group plc | 19,689 | $119.9K | 0.00% | −21,163−51.8% | Reduced |
| Tocqueville Asset Management L.P. | 19,070 | $116.1K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 18,600 | $113.3K | 0.00% | +1,800+10.7% | Added |
| Mirabella Financial Services LLP | 17,434 | $106.2K | 0.02% | +17,434 | New |
| Armistice Capital, LLC | 17,188 | $104.7K | 0.00% | +17,188 | New |
| Waterloo Capital, L.P. | 16,963 | $103.3K | 0.02% | +16,963 | New |
| Jasper Ridge Partners, L.P. | 16,637 | $101.3K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 16,386 | $99.8K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 15,667 | $95.4K | 0.01% | −280−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 15,557 | $94.7K | 0.00% | +15,557 | New |
| Teacher Retirement System of Texas | 14,681 | $89.0K | 0.00% | −9,392−39.0% | Reduced |
| Oracle Alpha Inc. | 14,482 | $88.2K | 0.11% | +14,482 | New |
| TCG Advisory Services, LLC | 14,354 | $87.4K | 0.01% | −16,147−52.9% | Reduced |
| Truist Financial Corp | 14,344 | $87.4K | 0.00% | −2,074−12.6% | Reduced |
| Coastal Bridge Advisors, LLC | 13,781 | $83.9K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 13,727 | $83.6K | 0.00% | +1,880+15.9% | Added |
| TD Waterhouse Canada Inc. | 12,903 | $82.6K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,055 | $79.5K | 0.00% | +13,055 | New |
| Clear Harbor Asset Management, LLC | 12,735 | $77.6K | 0.01% | +12,735 | New |
| Saranac Partners Ltd | 12,657 | $77.1K | 0.05% | 00.0% | Unchanged |
| Man Group plc | 12,605 | $76.8K | 0.00% | – | – |
| Captrust Financial Advisors | 11,730 | $71.4K | 0.00% | −5,488−31.9% | Reduced |
| CIBC World Markets Inc. | 11,355 | $69.0K | 0.00% | +11,355 | New |
| Tower Research Capital LLC (TRC) | 11,304 | $68.8K | 0.00% | −39,261−77.6% | Reduced |
| Twelve Points Wealth Management LLC | 11,164 | $68.0K | 0.03% | −772−6.5% | Reduced |
| 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 |
| Cim Investment Mangement Inc | 10,865 | $66.2K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,713 | $65.2K | 0.00% | +54+0.5% | Added |
| Guggenheim Capital LLC | 10,666 | $65.0K | 0.00% | −800−7.0% | Reduced |
| Legacy Financial Advisors, Inc. | 10,370 | $63.2K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,223 | $62.3K | 0.01% | −9,814−49.0% | 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 |
| Centiva Capital, LP | 9,998 | $60.9K | 0.00% | −3,779−27.4% | Reduced |
| Tradewinds Capital Management, LLC | 8,002 | $48.7K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7,657 | $46.6K | 0.04% | +7,657 | New |
| Lindbrook Capital, LLC | 7,423 | $45.2K | 0.00% | −1,198−13.9% | Reduced |
| KBC Group NV | 7,397 | $45.0K | 0.00% | 00.0% | Unchanged |
| BloombergSen Inc. | 7,044 | $42.9K | 0.00% | −10,806−60.5% | Reduced |
| The PNC Financial Services Group, Inc. | 6,942 | $42.3K | 0.00% | −745−9.7% | Reduced |
| Draper Asset Management, LLC | 6,350 | $38.7K | 0.04% | −96−1.5% | Reduced |
| CWM, LLC | 5,842 | $36.0K | 0.00% | −603−9.4% | Reduced |
| American International Group, Inc. | 5,680 | $34.6K | 0.00% | +175+3.2% | Added |
| Comerica Bank | 5,423 | $33.0K | 0.00% | +1,343+32.9% | Added |
| Advisory Services Network, LLC | 5,337 | $32.5K | 0.00% | +5,337 | New |
| Allspring Global Investments Holdings, LLC | 4,849 | $29.5K | 0.00% | −39,467−89.1% | Reduced |
| Storebrand Asset Management AS | 4,711 | $28.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,532 | $27.6K | 0.00% | +282+6.6% | Added |
| Hexagon Capital Partners LLC | 4,519 | $27.5K | 0.01% | +2,331+106.5% | Added |
| Versant Capital Management, Inc | 3,144 | $19.1K | 0.01% | +2,973+1,738.6% | Added |
| ICA Group Wealth Management, LLC | 3,133 | $19.1K | 0.00% | +3,133 | New |
| Global Retirement Partners, LLC | 3,211 | $18.7K | 0.00% | +939+41.3% | Added |
| Smartleaf Asset Management LLC | 2,704 | $17.0K | 0.00% | +2,704 | New |
| EntryPoint Capital, LLC | 2,543 | $15.5K | 0.01% | +2,543 | New |
| GWM Advisors LLC | 2,436 | $14.8K | 0.00% | +353+16.9% | Added |
| Farther Finance Advisors, LLC | 2,402 | $14.6K | 0.00% | +323+15.5% | Added |
| GAMMA Investing LLC | 2,439 | $13.6K | 0.00% | +2,439 | New |
| West Paces Advisors Inc. | 2,210 | $13.5K | 0.00% | −1,000−31.2% | Reduced |
| Scarborough Advisors, LLC | 2,160 | $13.2K | 0.00% | +2,160 | New |
| Addison Advisors LLC | 2,050 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,900 | $11.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,840 | $11.2K | 0.00% | +86+4.9% | Added |
| Covestor Ltd | 1,652 | $10.0K | 0.01% | +856+107.5% | Added |
| Russell Investments Group, Ltd. | 1,544 | $9.40K | 0.00% | +1,544 | New |
| Tradition Wealth Management, LLC | 1,519 | $9.00K | 0.00% | +932+158.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,434 | $8.73K | 0.00% | −66,148−97.9% | Reduced |
| Banque Cantonale Vaudoise | 1,121 | $7.00K | 0.00% | −3,063−73.2% | Reduced |
| Venturi Wealth Management, LLC | 1,137 | $6.92K | 0.00% | +99+9.5% | Added |
| Ancora Advisors, LLC | 1,050 | $6.39K | 0.00% | +876+503.4% | Added |
| 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 |
| 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 |
| Ronald Blue Trust, Inc. | 946 | $5.00K | 0.00% | +621+191.1% | Added |
| Fortitude Family Office, LLC | 820 | $4.99K | 0.00% | +820 | New |
| Montag A & Associates Inc | 778 | $4.74K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 777 | $4.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 750 | $4.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 741 | $4.51K | 0.00% | +483+187.2% | Added |
| AdvisorNet Financial, Inc | 687 | $4.18K | 0.00% | +200+41.1% | Added |
| Harbour Investments, Inc. | 678 | $4.13K | 0.00% | −559−45.2% | Reduced |
| NBC Securities, Inc. | 805 | $4.00K | 0.00% | −30−3.6% | Reduced |
| LM Advisors LLC | 635 | $3.86K | 0.00% | +635 | New |
| Adirondack Trust Co | 690 | $3.11K | 0.00% | +100+16.9% | Added |
| WealthCollab, LLC | 500 | $3.04K | 0.00% | +500 | New |
| Tortoise Investment Management, LLC | 492 | $3.00K | 0.00% | −187−27.5% | Reduced |
| Nisa Investment Advisors, LLC | 490 | $2.98K | 0.00% | −4,200−89.6% | Reduced |
| Coppell Advisory Solutions LLC | 442 | $2.69K | 0.00% | −95−17.7% | Reduced |
| Larson Financial Group LLC | 433 | $2.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 400 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 330 | $2.01K | 0.00% | +105+46.7% | 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 |