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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 21,585 | $65.9K | 0.00% | 00.0% | Unchanged |
| Symmetry Investments LP | 15,300 | $65.6K | 0.01% | +15,300 | New |
| Brinker Capital Investments, LLC | 15,010 | $64.3K | 0.00% | −7,383−33.0% | Reduced |
| Orion Portfolio Solutions, LLC | 15,010 | $64.3K | 0.00% | −7,383−33.0% | Reduced |
| Intrinsic Value Partners, LLC | 14,684 | $62.9K | 0.07% | −10,800−42.4% | Reduced |
| Creative Planning | 14,117 | $60.5K | 0.00% | +390+2.8% | Added |
| Balentine LLC | 14,106 | $60.4K | 0.00% | +14,106 | New |
| Coastal Bridge Advisors, LLC | 13,781 | $59.1K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 13,113 | $56.2K | 0.00% | +13,113 | New |
| TD Waterhouse Canada Inc. | 12,838 | $54.6K | 0.00% | −65−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 12,735 | $54.6K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 11,894 | $51.0K | 0.00% | +11,894 | New |
| KBC Group NV | 11,732 | $50.0K | 0.00% | +4,335+58.6% | Added |
| Citizens Financial Group Inc | 11,500 | $49.3K | 0.00% | −35,000−75.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 11,296 | $48.4K | 0.04% | +11,296 | New |
| Private Portfolio Partners LLC | 11,265 | $48.3K | 0.01% | +11,265 | New |
| Fort Point Capital Partners LLC | 11,190 | $47.9K | 0.01% | +90+0.8% | Added |
| Twelve Points Wealth Management LLC | 11,064 | $47.4K | 0.02% | −100−0.9% | Reduced |
| Pathstone Holdings, LLC | 11,056 | $47.4K | 0.00% | +11,056 | New |
| Cim Investment Mangement Inc | 10,865 | $46.6K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,825 | $46.4K | 0.00% | +10,825 | New |
| Envestnet Asset Management Inc | 10,816 | $46.3K | 0.00% | +10,816 | New |
| Abundance Wealth Counselors | 10,726 | $46.0K | 0.01% | +10,726 | New |
| Mutual Advisors, LLC | 10,659 | $45.7K | 0.00% | −54−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 10,370 | $44.4K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,347 | $44.3K | 0.00% | +10,347 | New |
| Panagora Asset Management Inc | 10,341 | $44.3K | 0.00% | +10,341 | New |
| Sheaff Brock Investment Advisors, LLC | 10,278 | $44.0K | 0.00% | +10,278 | New |
| Johnson & White Wealth Management, LLC | 10,000 | $43.0K | 0.03% | +10,000 | New |
| TCG Advisory Services, LLC | 10,000 | $42.9K | 0.00% | −4,354−30.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 10,000 | $42.9K | 0.01% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 10,000 | $42.9K | 0.02% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 10,000 | $42.9K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7,602 | $32.6K | 0.01% | −55−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,426 | $31.8K | 0.00% | +484+7.0% | Added |
| Tower Research Capital LLC (TRC) | 6,381 | $27.3K | 0.00% | −4,923−43.6% | Reduced |
| MCF Advisors LLC | 6,144 | $26.3K | 0.00% | −18,140−74.7% | Reduced |
| Lindbrook Capital, LLC | 5,971 | $25.6K | 0.00% | −1,452−19.6% | Reduced |
| Banque Cantonale Vaudoise | 5,753 | $24.0K | 0.00% | +4,632+413.2% | Added |
| American International Group, Inc. | 5,600 | $24.0K | 0.00% | −80−1.4% | Reduced |
| Comerica Bank | 5,528 | $23.7K | 0.00% | +105+1.9% | Added |
| Pittenger & Anderson Inc | 4,600 | $19.7K | 0.00% | +4,500+4,500.0% | Added |
| National Bank of Canada | 4,076 | $17.2K | 0.00% | −297,910−98.7% | Reduced |
| Storebrand Asset Management AS | 4,001 | $17.1K | 0.00% | −710−15.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,993 | $17.1K | 0.00% | −539−11.9% | Reduced |
| Register Financial Advisors LLC | 3,800 | $16.3K | 0.01% | +3,800 | New |
| Cutler Group LP | 3,760 | $16.0K | 0.01% | −18,215−82.9% | Reduced |
| Tradewinds Capital Management, LLC | 3,002 | $12.9K | 0.00% | −5,000−62.5% | Reduced |
| Aquatic Capital Management LLC | 2,700 | $11.6K | 0.00% | +2,700 | New |
| CWM, LLC | 2,456 | $11.0K | 0.00% | −3,386−58.0% | Reduced |
| Farther Finance Advisors, LLC | 2,535 | $10.8K | 0.00% | +133+5.5% | Added |
| Jones Financial Companies LLLP | 2,291 | $9.82K | 0.00% | +2,291 | New |
| West Paces Advisors Inc. | 2,210 | $9.47K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,100 | $9.00K | 0.02% | – | – |
| Addison Advisors LLC | 2,050 | $8.79K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,942 | $8.32K | 0.00% | −494−20.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,900 | $8.14K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,844 | $7.90K | 0.00% | −3,005−62.0% | Reduced |
| Parallel Advisors, LLC | 1,746 | $7.48K | 0.00% | +1,509+636.7% | Added |
| IFP Advisors, Inc | 1,737 | $7.44K | 0.00% | −103−5.6% | Reduced |
| WealthCollab, LLC | 1,657 | $7.10K | 0.01% | +1,157+231.4% | Added |
| Covestor Ltd | 1,659 | $7.00K | 0.00% | +7+0.4% | Added |
| Quadrant Capital Group LLC | 1,597 | $6.84K | 0.00% | +856+115.5% | Added |
| ICA Group Wealth Management, LLC | 1,511 | $6.48K | 0.00% | −1,622−51.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,425 | $6.11K | 0.00% | −9−0.6% | Reduced |
| Scarborough Advisors, LLC | 1,410 | $6.04K | 0.00% | −750−34.7% | Reduced |
| CoreCap Advisors, LLC | 1,242 | $5.32K | 0.00% | +1,242 | New |
| Ancora Advisors, LLC | 1,050 | $4.50K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 999 | $4.29K | 0.00% | −1−0.1% | Reduced |
| Ameliora Wealth Management Ltd. | 1,000 | $4.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 900 | $3.86K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 831 | $3.56K | 0.00% | +144+21.0% | Added |
| Montag A & Associates Inc | 778 | $3.33K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 778 | $3.33K | 0.00% | +100+14.7% | Added |
| Raleigh Capital Management Inc. | 750 | $3.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 700 | $3.00K | 0.00% | +300+75.0% | Added |
| Adirondack Trust Co | 690 | $2.95K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 900 | $2.80K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 633 | $2.71K | 0.00% | +200+46.2% | Added |
| Hexagon Capital Partners LLC | 537 | $2.30K | 0.00% | −3,982−88.1% | 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 |
| GAMMA Investing LLC | 495 | $2.12K | 0.00% | −1,944−79.7% | Reduced |
| Tortoise Investment Management, LLC | 492 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 490 | $2.10K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 470 | $2.01K | 0.00% | −667−58.7% | Reduced |
| NBC Securities, Inc. | 675 | $2.00K | 0.00% | −130−16.1% | Reduced |
| Asset Dedication, LLC | 561 | $2.00K | 0.00% | +500+819.7% | Added |
| Performa Ltd (US), LLC | 400 | $1.71K | 0.00% | +400 | New |
| Institutional & Family Asset Management, LLC | 390 | $1.67K | 0.00% | +390 | New |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 352 | $1.51K | 0.00% | −594−62.8% | Reduced |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 300 | $1.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 288 | $1.23K | 0.00% | +118+69.4% | Added |
| Jamison Private Wealth Management, Inc. | 280 | $1.20K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 278 | $1.19K | 0.00% | +100+56.2% | Added |
| Sachetta, LLC | 192 | $1.17K | 0.00% | 00.0% | Unchanged |