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PTON in the 13F filings

Peloton Interactive Inc · CUSIP 70614W100

Sector · Consumer discretionary
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed
68,628,438
combined, among listed positions
Reported value
$295m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -26,414,853.

Managers listing PTON in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
D. E. Shaw & Co.17,856,566$77munder 0.1%Added+720,40515 May 2026 (the filing on sec.gov)
Greenlight Capital10,113,940$43m1.36%Added+9,867,48015 May 2026 (the filing on sec.gov)
Two Sigma Investments LP4,713,491$20munder 0.1%Added+867,11315 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC4,412,463$19m0.13%Trimmed-1,919,39015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP3,535,034$15munder 0.1%Added+2,459,00815 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,056,288$13munder 0.1%Trimmed-6,216,67315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC2,868,985$12munder 0.1%Added+2,071,23415 May 2026 (the filing on sec.gov)
AQR Capital Management LLC2,988,182$12munder 0.1%Added+1,985,31815 May 2026 (the filing on sec.gov)
Jane Street Group LLC2,739,244$12munder 0.1%Added+375,03612 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC2,618,933$11munder 0.1%Trimmed-617,94427 Oct 2026 (the filing on sec.gov)
Coatue Management LLC2,500,000$11munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,879,784$8.1munder 0.1%Trimmed-25,017,73715 May 2026 (the filing on sec.gov)
Walleye Capital LLC1,423,719$6.1munder 0.1%Added+1,223,35713 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,125,483$4.8munder 0.1%Added+997,74814 May 2026 (the filing on sec.gov)
Millennium Management LLC965,216$4.1munder 0.1%Trimmed-3,355,12115 May 2026 (the filing on sec.gov)
Invesco Ltd860,549$3.7munder 0.1%Added+134,07112 May 2026 (the filing on sec.gov)
Tudor Investment Corp856,410$3.7munder 0.1%Trimmed-1,719,93315 May 2026 (the filing on sec.gov)
Bridgewater Associates LP782,897$3.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AllianceBernstein LP444,183$2.7munder 0.1%Added+5,10515 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC544,900$2.3munder 0.1%Added+160,70014 May 2026 (the filing on sec.gov)
Steadfast Capital Management LP501,000$2.1m0.07%Newnew15 May 2026 (the filing on sec.gov)
Winton Group Ltd336,473$1.4m0.05%Newnew12 May 2026 (the filing on sec.gov)
Marshall Wace LLP325,728$1.4munder 0.1%Added+305,62815 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP246,379$1.1munder 0.1%Trimmed-219,58815 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC243,291$1.0munder 0.1%Added+70,17813 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

01020302020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PTON by quarter
QuarterHoldersReported valueBuyersSellers
Q3 201912$361mn.a.n.a.
Q4 20199$656mn.a.n.a.
Q1 202016$1.4bnn.a.n.a.
Q2 202022$4.4bnn.a.n.a.
Q3 202023$7.2bnn.a.n.a.
Q4 202025$11.9bnn.a.n.a.
Q1 202125$8.3bnn.a.n.a.
Q2 202124$10.9bnn.a.n.a.
Q3 202122$8.3bnn.a.n.a.
Q4 202120$3.4bnn.a.n.a.
Q1 20229$2.9bnn.a.n.a.
Q2 20228$819mn.a.n.a.
Q3 20227$574mn.a.n.a.
Q4 20228$838mn.a.n.a.
Q1 20239$1.1bnn.a.n.a.
Q2 202311$592mn.a.n.a.
Q3 20238$255mn.a.n.a.
Q4 20236$316m44
Q1 20244$192m21
Q2 20247$209m40
Q3 20247$166m52
Q4 202413$562m122
Q1 202514$381m94
Q2 20259$265m34
Q3 202514$419m84
Q4 202510$232m1222
Q1 20267$158m2018
Q2 20264$137m1221

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

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How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PTON, latest filings →Back to the 13F Explorer →