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, Q4 2024

Institutional positions in Peloton Interactive, Inc. as of Dec 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: 438; +62 vs. Q3 2024
Shares held: 347.7M; +31.0M (+9.8%) vs. Q3 2024
Total value: $3.02B; +$1.54B (+104.1%) vs. Q3 2024
New holders: 120; 119 more added
Sold out: 58; 111 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 438 institutions

Value heldQ4 2024: $3.02B

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, Q4 2024

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q3 2024.

Institutions holding PTON in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
TSFG, LLC	25	$0	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	18	$0	0.00%	00.0%	Unchanged
Optimum Investment Advisors	1	$9	0.00%	00.0%	Unchanged
Human Investing LLC	1	$9	0.00%	+1	New
UMA Financial Services, Inc.	1	$9	0.00%	+1	New
Concord Wealth Partners	2	$17	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	2	$17	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	3	$25	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	4	$35	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	4	$35	0.00%	+4	New
Laurel Wealth Advisors LLC	5	$44	0.00%	00.0%	Unchanged
Frazier Financial Advisors, LLC	5	$45	0.00%	00.0%	Unchanged
AllSquare Wealth Management LLC	10	$87	0.00%	00.0%	Unchanged
Investors Research Corp	10	$87	0.00%	00.0%	Unchanged
Asset Dedication, LLC	11	$96	0.00%	00.0%	Unchanged
Financial Perspectives, Inc	12	$104	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	13	$113	0.00%	00.0%	Unchanged
Assetmark, Inc	14	$122	0.00%	+4+40.0%	Added
Cornerstone Planning Group LLC	20	$164	0.00%	00.0%	Unchanged
ORG Partners LLC	19	$165	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	21	$183	0.00%	+21	New
Vermillion Wealth Management, Inc.	22	$191	0.00%	+22	New
CGC Financial Services, LLC	23	$200	0.00%	00.0%	Unchanged
Ronald Blue Trust, Inc.	25	$217	0.00%	−300−92.3%	Reduced
Hurley Capital, LLC	25	$227	0.00%	+25	New
Raffa Wealth Management, LLC	27	$235	0.00%	00.0%	Unchanged
Decker Retirement Planning Inc.	29	$252	0.00%	+29	New
DecisionPoint Financial, LLC	29	$253	0.00%	00.0%	Unchanged
Chapman Financial Group, LLC	30	$261	0.00%	+30	New
WPG Advisers, LLC	31	$270	0.00%	+31	New
Bay Harbor Wealth Management, LLC	35	$304	0.00%	+35	New
PayPay Securities Corp	35	$305	0.01%	−37−51.4%	Reduced
Pillar Financial Advisors, LLC	35	$305	0.00%	+35	New
Global Wealth Strategies & Associates	36	$313	0.00%	+36	New
True Wealth Design, LLC	36	$314	0.00%	+36	New
Archer Investment Corp	40	$348	0.00%	00.0%	Unchanged
Friedenthal Financial	42	$366	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	44	$382	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	45	$392	0.00%	+2+4.7%	Added
Farmers & Merchants Investments Inc	50	$435	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	50	$435	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	53	$475	0.00%	00.0%	Unchanged
New Wave Wealth Advisors LLC	55	$479	0.00%	+55	New
RE Dickinson Investment Advisors, LLC	59	$500	0.00%	00.0%	Unchanged
CVA Family Office, LLC	60	$522	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	65	$566	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	66	$575	0.00%	−7−9.6%	Reduced
Toth Financial Advisory Corp	75	$653	0.00%	00.0%	Unchanged
GeoWealth Management, LLC	80	$696	0.00%	−97−54.8%	Reduced
Capital A Wealth Management, LLC	81	$705	0.00%	+81	New
Sandy Spring Bank	95	$827	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	110	$853	0.00%	00.0%	Unchanged
Pittenger & Anderson Inc	100	$870	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	100	$870	0.00%	00.0%	Unchanged
Newton One Investments LLC	100	$870	0.00%	+100	New
Caitlin John, LLC	100	$870	0.00%	+100	New
Rialto Wealth Management, LLC	100	$870	0.00%	+100	New
Marshall & Sterling Wealth Advisors Inc.	100	$870	0.00%	+100	New
Atala Financial Inc	101	$879	0.00%	+101	New
Salomon & Ludwin, LLC	109	$948	0.00%	00.0%	Unchanged
Clearstead Advisors, LLC	111	$966	0.00%	00.0%	Unchanged
Bray Capital Advisors	113	$983	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	150	$1.00K	0.00%	00.0%	Unchanged
Hemington Wealth Management	189	$1.00K	0.00%	−30−13.7%	Reduced
Capital Advisors, Ltd. LLC	76	$1.00K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	132	$1.00K	0.00%	+132	New
Morton Brown Family Wealth, LLC	125	$1.09K	0.00%	+125	New
Versant Capital Management, Inc	139	$1.21K	0.00%	+139	New
Continuum Advisory, LLC	139	$1.21K	0.00%	+139	New
Van Hulzen Asset Management, LLC	146	$1.27K	0.00%	+146	New
Bartlett & Co. Wealth Management LLC	150	$1.30K	0.00%	00.0%	Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA	150	$1.30K	0.00%	00.0%	Unchanged
EverSource Wealth Advisors, LLC	151	$1.31K	0.00%	+151	New
Eagle Bay Advisors LLC	155	$1.35K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	165	$1.44K	0.00%	00.0%	Unchanged
Smartleaf Asset Management LLC	169	$1.51K	0.00%	+37+28.0%	Added
GPS Wealth Strategies Group, LLC	179	$1.56K	0.00%	00.0%	Unchanged
Proequities, Inc.	188	$1.57K	0.00%	+10+5.6%	Added
GHP Investment Advisors, Inc.	185	$1.61K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	190	$1.65K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	200	$1.74K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	200	$1.74K	0.00%	00.0%	Unchanged
Aventura Private Wealth, LLC	200	$1.74K	0.00%	+200	New
Allworth Financial LP	230	$1.92K	0.00%	+75+48.4%	Added
Smithfield Trust Co	252	$2.00K	0.00%	00.0%	Unchanged
Close Asset Management Ltd	200	$2.00K	0.00%	00.0%	Unchanged
CoreCap Advisors, LLC	242	$2.10K	0.00%	00.0%	Unchanged
Principal Securities, Inc.	245	$2.13K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	260	$2.26K	0.00%	00.0%	Unchanged
Kozak & Associates, Inc.	250	$2.27K	0.00%	00.0%	Unchanged
Cullen/Frost Bankers, Inc.	264	$2.30K	0.00%	+264	New
Kestra Investment Management, LLC	281	$2.44K	0.00%	+281	New
Fifth Third Bancorp	294	$2.56K	0.00%	+69+30.7%	Added
Bank Julius Baer & Co. Ltd, Zurich	272	$2.61K	0.00%	+19+7.5%	Added
Heritage Wealth Advisors	300	$2.61K	0.00%	00.0%	Unchanged
Strategic Investment Solutions, Inc.	300	$2.61K	0.00%	00.0%	Unchanged
Stonebridge Financial Group, LLC	315	$2.74K	0.00%	+315	New
Geneos Wealth Management Inc.	326	$2.84K	0.00%	−191−36.9%	Reduced
Financial Gravity Companies, Inc.	327	$2.85K	0.00%	+327	New
Bessemer Group Inc	315	$3.00K	0.00%	00.0%	Unchanged