Skip to main content

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 2025

Institutional positions in Peloton Interactive, Inc. as of Mar 31, 2025. 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
459
+29 vs. Q4 2024
Shares held
349.5M
+4.88M (+1.4%) vs. Q4 2024
Total value
$2.21B
−$790.2M (−26.4%) vs. Q4 2024
New holders
99
150 more added
Sold out
70
112 more reduced

8 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 459 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 heldQ1 2025: $2.21B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Peloton Interactive, Inc.; share changes are against Q4 2024.

Institutions holding PTON in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC25$00.00%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1$60.00%−516−99.8%Reduced
Bay Harbor Wealth Management, LLC1$60.00%−34−97.1%Reduced
Optimum Investment Advisors1$60.00%00.0%Unchanged
VSM Wealth Advisory, LLC1$60.00%+1New
UMA Financial Services, Inc.1$70.00%00.0%Unchanged
Concord Wealth Partners2$130.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.2$130.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.3$190.00%+3New
HFM Investment Advisors, LLC3$190.00%+3New
Bear Mountain Capital, Inc.3$210.00%00.0%Unchanged
Dunhill Financial, LLC4$250.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.4$260.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC5$310.00%+5New
Frazier Financial Advisors, LLC5$320.00%00.0%Unchanged
Laurel Wealth Advisors LLC5$320.00%00.0%Unchanged
North Capital, Inc.5$320.00%+5New
Assetmark, Inc10$630.00%−4−28.6%Reduced
AllSquare Wealth Management LLC10$630.00%00.0%Unchanged
Investors Research Corp10$630.00%00.0%Unchanged
Whittier Trust Co10$630.00%+10New
Golden State Wealth Management, LLC11$700.00%−10−47.6%Reduced
Asset Dedication, LLC11$700.00%00.0%Unchanged
Financial Perspectives, Inc12$760.00%00.0%Unchanged
Global Financial Private Client, LLC12$760.00%+12New
Raleigh Capital Management Inc.18$1140.00%−732−97.6%Reduced
ORG Wealth Partners, LLC19$1180.00%+19New
Cornerstone Planning Group LLC20$1200.00%00.0%Unchanged
Vermillion Wealth Management, Inc.22$1390.00%00.0%Unchanged
Hurley Capital, LLC25$1580.00%00.0%Unchanged
Bogart Wealth, LLC25$1580.00%+25New
Mather Group, LLC.26$1610.00%+26New
Raffa Wealth Management, LLC27$1710.00%00.0%Unchanged
DecisionPoint Financial, LLC29$1840.00%00.0%Unchanged
Affinity Wealth LLC30$1900.00%+30New
SJS Investment Consulting Inc.33$2090.00%−167−83.5%Reduced
Pillar Financial Advisors, LLC35$2220.00%00.0%Unchanged
Archer Investment Corp40$2530.00%00.0%Unchanged
Friedenthal Financial42$2660.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc44$2780.00%00.0%Unchanged
JFS Wealth Advisors, LLC47$2980.00%+47New
CVA Family Office, LLC50$3160.00%−10−16.7%Reduced
Farmers & Merchants Investments Inc50$3160.00%00.0%Unchanged
Harbor Investment Advisory, LLC50$3160.00%00.0%Unchanged
PayPay Securities Corp52$3310.02%+17+48.6%Added
WealthTrak Capital Management LLC55$3480.00%+55New
Anchor Investment Management, LLC65$4110.00%00.0%Unchanged
MV Capital Management, Inc.66$4180.00%00.0%Unchanged
Eq Wealth Advisors, LLC70$4420.00%+70New
South State Corp.70$4430.00%+70New
Hughes Financial Services, LLC72$4480.00%+72New
Brown, Lisle/Cummings, Inc.72$4550.00%+72New
Toth Financial Advisory Corp75$4740.00%00.0%Unchanged
Capital A Wealth Management, LLC81$5120.00%00.0%Unchanged
Rossby Financial, LCC90$5660.00%+90New
Chesapeake Asset Management LLC90$5680.00%+90New
Continuum Advisory, LLC93$5880.00%−46−33.1%Reduced
Sandy Spring Bank95$6010.00%00.0%Unchanged
Pittenger & Anderson Inc100$6320.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$6320.00%00.0%Unchanged
Newton One Investments LLC100$6320.00%00.0%Unchanged
Rialto Wealth Management, LLC100$6320.00%00.0%Unchanged
Painted Porch Advisors LLC100$6320.00%+100New
Atala Financial Inc101$6380.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.105$6640.00%+5+5.0%Added
Salomon & Ludwin, LLC109$6890.00%00.0%Unchanged
Turim 21 Investimentos Ltda.110$6950.00%00.0%Unchanged
Stephens Consulting, LLC110$6960.00%+110New
Clearstead Advisors, LLC111$7020.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC150$9480.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$9480.00%00.0%Unchanged
Close Asset Management Ltd200$1.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.150$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC83$1.00K0.00%+7+9.2%Added
Capital Analysts, LLC132$1.00K0.00%+132New
Cedar Mountain Advisors, LLC165$1.04K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC182$1.15K0.00%+3+1.7%Added
GHP Investment Advisors, Inc.185$1.17K0.00%00.0%Unchanged
HighMark Wealth Management LLC190$1.20K0.00%00.0%Unchanged
Tortoise Investment Management, LLC192$1.21K0.00%−300−61.0%Reduced
Winch Advisory Services, LLC200$1.26K0.00%00.0%Unchanged
Aventura Private Wealth, LLC200$1.26K0.00%00.0%Unchanged
Fifth Third Bancorp225$1.42K0.00%−69−23.5%Reduced
Kozak & Associates, Inc.250$1.43K0.00%00.0%Unchanged
CoreCap Advisors, LLC242$1.53K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC250$1.58K0.00%−8,000−97.0%Reduced
Investment Research & Advisory Group, Inc.260$1.64K0.00%00.0%Unchanged
Optiver Holding B.V.268$1.69K0.00%−477−64.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich300$1.90K0.00%+28+10.3%Added
Heritage Wealth Advisors300$1.90K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.300$1.90K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.313$1.98K0.00%+49+18.6%Added
Stonebridge Financial Group, LLC315$1.99K0.00%00.0%Unchanged
Bessemer Group Inc312$2.00K0.00%−3−1.0%Reduced
Smithfield Trust Co252$2.00K0.00%00.0%Unchanged
Hemington Wealth Management332$2.00K0.00%+143+75.7%Added
Geneos Wealth Management Inc.326$2.06K0.00%00.0%Unchanged
Sofos Investments, Inc.327$2.07K0.00%+327New
Principal Securities, Inc.245$2.13K0.00%00.0%Unchanged
North Star Investment Management Corp.400$2.53K0.00%00.0%Unchanged