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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, Q3 2024

Institutional positions in Peloton Interactive, Inc. as of Sep 30, 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
383
+1 vs. Q2 2024
Shares held
316.9M
+19.4M (+6.5%) vs. Q2 2024
Total value
$1.48B
+$475.5M (+47.2%) vs. Q2 2024
New holders
63
101 more added
Sold out
62
112 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 383 institutions
Q1 2021: 685 institutionsQ2 2021: 679 institutionsQ3 2021: 643 institutionsQ4 2021: 577 institutionsQ1 2022: 502 institutionsQ2 2022: 484 institutionsQ3 2022: 440 institutionsQ4 2022: 416 institutionsQ1 2023: 410 institutionsQ2 2023: 404 institutionsQ3 2023: 393 institutionsQ4 2023: 403 institutionsQ1 2024: 381 institutionsQ2 2024: 388 institutionsQ3 2024: 383 institutionsQ4 2024: 438 institutionsQ1 2025: 459 institutionsQ2 2025: 453 institutionsQ3 2025: 468 institutionsQ4 2025: 445 institutionsQ1 2026: 441 institutionsQ2 2026: 466 institutions
Value heldQ3 2024: $1.48B
Q1 2021: $23.4BQ2 2021: $27.0BQ3 2021: $20.1BQ4 2021: $9.34BQ1 2022: $7.18BQ2 2022: $2.44BQ3 2022: $1.87BQ4 2022: $2.28BQ1 2023: $3.30BQ2 2023: $2.20BQ3 2023: $1.43BQ4 2023: $1.74BQ1 2024: $1.21BQ2 2024: $1.10BQ3 2024: $1.48BQ4 2024: $3.02BQ1 2025: $2.21BQ2 2025: $2.59BQ3 2025: $3.32BQ4 2025: $2.27BQ1 2026: $1.55BQ2 2026: $2.36B
Institutions holding PTON and their total value by quarter
QuarterHoldersValue
Q2 2026466$2.36B
Q1 2026441$1.55B
Q4 2025445$2.27B
Q3 2025468$3.32B
Q2 2025453$2.59B
Q1 2025459$2.21B
Q4 2024438$3.02B
Q3 2024383$1.48B
Q2 2024388$1.10B
Q1 2024381$1.21B
Q4 2023403$1.74B
Q3 2023393$1.43B
Q2 2023404$2.20B
Q1 2023410$3.30B
Q4 2022416$2.28B
Q3 2022440$1.87B
Q2 2022484$2.44B
Q1 2022502$7.18B
Q4 2021577$9.34B
Q3 2021643$20.1B
Q2 2021679$27.0B
Q1 2021685$23.4B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q2 2024.

Institutions holding PTON in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd25$00.00%00.0%Unchanged
TSFG, LLC25$00.00%00.0%Unchanged
Coston, McIsaac & Partners18$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC76$00.00%+76New
Optimum Investment Advisors1$50.00%00.0%Unchanged
SWAN Capital LLC1$50.00%00.0%Unchanged
Concord Wealth Partners2$90.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.2$90.00%00.0%Unchanged
Naples Money Management LLC3$140.00%00.0%Unchanged
Macroview Investment Management LLC3$150.00%00.0%Unchanged
Bear Mountain Capital, Inc.3$160.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$190.00%00.0%Unchanged
Laurel Wealth Advisors LLC5$240.00%00.0%Unchanged
Frazier Financial Advisors, LLC5$240.00%00.0%Unchanged
Duncker Streett & Co Inc10$470.00%00.0%Unchanged
Investors Research Corp10$470.00%00.0%Unchanged
Assetmark, Inc10$470.00%+10New
AllSquare Wealth Management LLC10$470.00%+10New
Chesapeake Asset Management LLC11$510.00%00.0%Unchanged
Asset Dedication, LLC11$520.00%−212−95.1%Reduced
Financial Perspectives, Inc12$560.00%00.0%Unchanged
WR Wealth Planners, LLC13$610.00%00.0%Unchanged
ORG Partners LLC19$880.00%00.0%Unchanged
CGC Financial Services, LLC23$1080.00%00.0%Unchanged
Raffa Wealth Management, LLC27$1260.00%00.0%Unchanged
DecisionPoint Financial, LLC29$1360.00%00.0%Unchanged
Cornerstone Planning Group LLC20$1360.00%00.0%Unchanged
FSC Wealth Advisors, LLC800$1360.00%+800New
Archer Investment Corp40$1870.00%00.0%Unchanged
Friedenthal Financial42$1970.00%00.0%Unchanged
Creative Financial Designs Inc43$2010.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc44$2050.00%00.0%Unchanged
Farmers & Merchants Investments Inc50$2340.00%00.0%Unchanged
Harbor Investment Advisory, LLC50$2340.00%00.0%Unchanged
Northwest Financial Advisors50$2340.00%+50New
Coppell Advisory Solutions LLC53$2550.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC59$2770.00%00.0%Unchanged
CVA Family Office, LLC60$2810.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC64$3000.00%+64New
Anchor Investment Management, LLC65$3040.00%−530−89.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC68$3180.00%+5+7.9%Added
Planned Solutions, Inc.68$3180.00%+68New
Rise Advisors, LLC70$3280.00%−48−40.7%Reduced
PayPay Securities Corp72$3370.03%−109−60.2%Reduced
MV Capital Management, Inc.73$3420.00%−12−14.1%Reduced
Toth Financial Advisory Corp75$3510.00%00.0%Unchanged
Sandy Spring Bank95$4450.00%00.0%Unchanged
Pittenger & Anderson Inc100$4680.00%00.0%Unchanged
Avondale Wealth Management100$4680.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$4680.00%00.0%Unchanged
Salomon & Ludwin, LLC109$5100.00%00.0%Unchanged
Hobbs Group Advisors, LLC3,000$5100.00%+3,000New
Turim 21 Investimentos Ltda.110$5150.00%00.0%Unchanged
Clearstead Advisors, LLC111$5200.00%−108−49.3%Reduced
Bray Capital Advisors113$5290.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec117$5480.00%00.0%Unchanged
Activest Wealth Management120$5620.00%00.0%Unchanged
Abound Wealth Management127$5950.00%+7+5.8%Added
Smartleaf Asset Management LLC132$6340.00%−2,126−94.2%Reduced
Bartlett & Co. Wealth Management LLC150$7020.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$7020.00%00.0%Unchanged
Eagle Bay Advisors LLC155$7250.00%00.0%Unchanged
Allworth Financial LP155$7260.00%−55−26.2%Reduced
SRS Capital Advisors, Inc.157$7350.00%00.0%Unchanged
McMahon Financial Advisors, LLC163$7630.00%+22+15.6%Added
Cedar Mountain Advisors, LLC165$7720.00%00.0%Unchanged
GeoWealth Management, LLC177$8280.00%+177New
Proequities, Inc.178$8330.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC179$8380.00%00.0%Unchanged
GHP Investment Advisors, Inc.185$8660.00%00.0%Unchanged
HighMark Wealth Management LLC190$8890.00%00.0%Unchanged
Halpern Financial, Inc.200$9240.00%00.0%Unchanged
Hollencrest Capital Management200$9360.00%00.0%Unchanged
Winch Advisory Services, LLC200$9360.00%00.0%Unchanged
SJS Investment Consulting Inc.200$9360.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.150$1.00K0.00%00.0%Unchanged
Smithfield Trust Co252$1.00K0.00%−40−13.7%Reduced
Close Asset Management Ltd200$1.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC375$1.00K0.00%00.0%Unchanged
Bessemer Group Inc315$1.00K0.00%+315New
Hemington Wealth Management219$1.00K0.00%+219New
Fifth Third Bancorp225$1.05K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.325$1.10K0.00%−607−65.1%Reduced
CoreCap Advisors, LLC242$1.13K0.00%−48−16.6%Reduced
Principal Securities, Inc.245$1.15K0.00%+32+15.0%Added
Investment Research & Advisory Group, Inc.260$1.22K0.00%00.0%Unchanged
Planning Capital Management Corp260$1.22K0.00%+110+73.3%Added
Jamison Private Wealth Management, Inc.280$1.31K0.00%00.0%Unchanged
Kozak & Associates, Inc.250$1.31K0.00%00.0%Unchanged
Performa Ltd (US), LLC300$1.40K0.00%−100−25.0%Reduced
Trust Co of Vermont300$1.40K0.00%00.0%Unchanged
Heritage Wealth Advisors300$1.40K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich253$1.40K0.00%−17−6.3%Reduced
Strategic Investment Solutions, Inc.300$1.40K0.00%+100+50.0%Added
Hexagon Capital Partners LLC305$1.43K0.00%−1−0.3%Reduced
Quadrant Capital Group LLC362$1.70K0.00%−2,335−86.6%Reduced
Russell Investments Group, Ltd.375$1.75K0.00%−835−69.0%Reduced
GWM Advisors LLC381$1.78K0.00%−561−59.6%Reduced
Sterling Capital Management LLC399$1.87K0.00%+399New
North Star Investment Management Corp.400$1.87K0.00%00.0%Unchanged