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, Q1 2024

Institutional positions in Peloton Interactive, Inc. as of Mar 31, 2024. 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: 381; −17 vs. Q4 2023
Shares held: 281.9M; −2.99M (−1.1%) vs. Q4 2023
Total value: $1.21B; −$525.4M (−30.2%) vs. Q4 2023
New holders: 55; 99 more added
Sold out: 72; 110 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 381 institutions

Value heldQ1 2024: $1.21B

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, Q1 2024

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q4 2023.

Institutions holding PTON in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
TSFG, LLC	25	$0	0.00%	−76−75.2%	Reduced
Harvest Fund Management Co., Ltd	25	$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	$4	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	3	$9	0.00%	00.0%	Unchanged
Concord Wealth Partners	2	$9	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	3	$13	0.00%	00.0%	Unchanged
Naples Money Management LLC	3	$13	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	4	$18	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	4	$18	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	5	$22	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	5	$22	0.00%	+5	New
Investors Research Corp	10	$43	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	12	$51	0.00%	−765−98.5%	Reduced
WR Wealth Planners, LLC	13	$56	0.00%	+13	New
Cornerstone Planning Group LLC	20	$69	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	18	$78	0.00%	−192−91.4%	Reduced
DecisionPoint Financial, LLC	29	$92	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	23	$99	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	27	$116	0.00%	00.0%	Unchanged
Archer Investment Corp	40	$171	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	40	$172	0.00%	+31+344.4%	Added
Friedenthal Financial	42	$180	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	43	$184	0.00%	00.0%	Unchanged
Farmers & Merchants Investments Inc	50	$214	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	50	$214	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	50	$214	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	50	$214	0.00%	00.0%	Unchanged
Tyler-Stone Wealth Management	50	$214	0.00%	00.0%	Unchanged
VisionPoint Advisory Group, LLC	50	$214	0.00%	+50	New
Planning Capital Management Corp	50	$215	0.00%	00.0%	Unchanged
CVA Family Office, LLC	60	$257	0.00%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	63	$269	0.00%	00.0%	Unchanged
Whittier Trust Co	65	$278	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	65	$279	0.00%	00.0%	Unchanged
Versant Capital Management, Inc	68	$291	0.00%	−3,076−97.8%	Reduced
Toth Financial Advisory Corp	75	$322	0.00%	00.0%	Unchanged
Kelly Financial Services LLC	76	$326	0.00%	00.0%	Unchanged
Parkside Financial Bank & Trust	82	$352	0.00%	00.0%	Unchanged
Sandy Spring Bank	95	$408	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	99	$423	0.00%	00.0%	Unchanged
Timber Creek Capital Management LLC	100	$428	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	100	$429	0.00%	−3,111−96.9%	Reduced
Avondale Wealth Management	100	$429	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	100	$429	0.00%	00.0%	Unchanged
Newton One Investments LLC	100	$429	0.00%	00.0%	Unchanged
Salomon & Ludwin, LLC	109	$467	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	110	$471	0.00%	00.0%	Unchanged
Bray Capital Advisors	113	$484	0.00%	00.0%	Unchanged
Federation des caisses Desjardins du Quebec	117	$501	0.00%	00.0%	Unchanged
Rise Advisors, LLC	118	$506	0.00%	00.0%	Unchanged
Activest Wealth Management	120	$514	0.00%	00.0%	Unchanged
Abound Wealth Management	120	$515	0.00%	00.0%	Unchanged
Toronto Dominion Bank	129	$553	0.00%	−20,154−99.4%	Reduced
Smartleaf Asset Management LLC	132	$583	0.00%	−2,572−95.1%	Reduced
PayPay Securities Corp	148	$634	0.03%	+36+32.1%	Added
Bartlett & Co. Wealth Management LLC	150	$643	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$643	0.00%	00.0%	Unchanged
Fernwood Investment Management, LLC	150	$643	0.00%	+150	New
Eagle Bay Advisors LLC	155	$664	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	165	$707	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	179	$767	0.00%	00.0%	Unchanged
GHP Investment Advisors, Inc.	185	$793	0.00%	−1−0.5%	Reduced
Halpern Financial, Inc.	200	$806	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$814	0.00%	00.0%	Unchanged
Hollencrest Capital Management	200	$857	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	200	$857	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	200	$857	0.00%	00.0%	Unchanged
Future Financial Wealth Managment LLC	200	$857	0.00%	+200	New
Geneos Wealth Management Inc.	200	$858	0.00%	00.0%	Unchanged
Allworth Financial LP	210	$900	0.00%	−12−5.4%	Reduced
Clearstead Advisors, LLC	219	$918	0.00%	00.0%	Unchanged
Fifth Third Bancorp	225	$964	0.00%	−105−31.8%	Reduced
Kozak & Associates, Inc.	250	$973	0.00%	00.0%	Unchanged
Valley National Advisers Inc	464	$1.00K	0.00%	+130+38.9%	Added
Smithfield Trust Co	292	$1.00K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	150	$1.00K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	250	$1.07K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	260	$1.11K	0.00%	00.0%	Unchanged
Sachetta, LLC	192	$1.17K	0.00%	00.0%	Unchanged
Proequities, Inc.	278	$1.19K	0.00%	+100+56.2%	Added
Jamison Private Wealth Management, Inc.	280	$1.20K	0.00%	00.0%	Unchanged
Principal Securities, Inc.	288	$1.23K	0.00%	+118+69.4%	Added
Bank Julius Baer & Co. Ltd, Zurich	300	$1.28K	0.00%	00.0%	Unchanged
Trust Co of Vermont	300	$1.29K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	300	$1.29K	0.00%	00.0%	Unchanged
BBJS Financial Advisors, LLC	300	$1.29K	0.00%	00.0%	Unchanged
Ronald Blue Trust, Inc.	352	$1.51K	0.00%	−594−62.8%	Reduced
Householder Group Estate & Retirement Specialist, LLC	375	$1.61K	0.00%	00.0%	Unchanged
Institutional & Family Asset Management, LLC	390	$1.67K	0.00%	+390	New
Performa Ltd (US), LLC	400	$1.71K	0.00%	+400	New
NBC Securities, Inc.	675	$2.00K	0.00%	−130−16.1%	Reduced
Asset Dedication, LLC	561	$2.00K	0.00%	+500+819.7%	Added
Venturi Wealth Management, LLC	470	$2.01K	0.00%	−667−58.7%	Reduced
Nisa Investment Advisors, LLC	490	$2.10K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	492	$2.11K	0.00%	00.0%	Unchanged
GAMMA Investing LLC	495	$2.12K	0.00%	−1,944−79.7%	Reduced
Old Point Trust & Financial Services N A	500	$2.14K	0.00%	+500	New
TCTC Holdings, LLC	500	$2.14K	0.00%	+500	New