Free · no sign-up · Q2 2026

Which funds own PTON

Peloton Interactive Inc in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $15m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 3 managers trimmed or sold out against 0 buying.

Managers holding: 1; at least, of 91 current
Combined value: $15m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 3; 3 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Coatue Management LLC Long/short equity · $48.6bn book	$15m	0.0%	2,500,000	+$4.0m0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Greenlight Capital · Activist$43m held before
Bridgewater Associates LP · Macro$3.4m held before
Steadfast Capital Management LP · Long/short equity$2.1m held before

Ownership through time

At least 4 of the 95 managers whose filings are on file listed PTON in Q2 2026, against 12 in Q3 2019. 3 managers fewer than in Q1 2026: 1 listed it again; 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

No manager on file bought more.

Largest decreases, by shares

Schonfeld Strategic Advisors LLC4,412,463 to 3,595,717 shares-$4.8m
D. E. Shaw & Co.17,856,566 to 17,047,125 shares-$4.8m

Left it

Greenlight Capitalwas $43m
Steadfast Capital Management LPwas $2.1m

Manager	First listed	Largest	Q2 2026
D. E. Shaw & Co.	Q2 2020	$424m	$101m
Schonfeld Strategic Advisors LLC	Q2 2020	$39m	$21m
Coatue Management LLC	Q4 2019	$775m	$15m
PDT Partners LLC	Q4 2020	$9.2m	$167k
Baillie Gifford & Co	Q3 2019	$2.5bn	last listed Q1 2023
Capital Research Global Investors	Q3 2019	$1.8bn	last listed Q4 2021
Capital World Investors	Q1 2020	$1.3bn	last listed Q4 2025
Tiger Global Management LLC	Q1 2020	$1.2bn	last listed Q3 2023
T. Rowe Price Associates Inc	Q2 2021	$1.1bn	last listed Q2 2023
Fidelity (FMR LLC)	Q2 2020	$1.1bn	last listed Q3 2021
Whale Rock Capital Management LLC	Q3 2019	$654m	last listed Q3 2021
Altimeter Capital Management LP	Q3 2019	$645m	last listed Q3 2021
D1 Capital Partners LP	Q1 2021	$599m	last listed Q3 2021
Viking Global Investors LP	Q2 2021	$565m	last listed Q4 2021

What PTON is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around PTON →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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