PELOTON INTERACTIVE INC PTON
CL A COM · Common Stock · CUSIP 70614W100 · ISIN US70614W1009
American exercise equipment and media company
- SectorConsumer discretionary
- IndustrySporting & Athletic Goods, NEC
- HeadquartersNew York, NY
- Founded2012
- Websiteonepeloton.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.91. Options: 30 managers hold calls ($387.2m notional), 19 hold puts ($133.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 440 |
| Q4 2022 | 417 |
| Q1 2023 | 410 |
| Q2 2023 | 404 |
| Q3 2023 | 393 |
| Q4 2023 | 403 |
| Q1 2024 | 381 |
| Q2 2024 | 389 |
| Q3 2024 | 384 |
| Q4 2024 | 438 |
| Q1 2025 | 461 |
| Q2 2025 | 454 |
| Q3 2025 | 468 |
| Q4 2025 | 445 |
| Q1 2026 | 441 |
| Q2 2026 | 465 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 160 | 175 |
| Q4 2024 | 212 | 169 |
| Q1 2025 | 240 | 181 |
| Q2 2025 | 214 | 196 |
| Q3 2025 | 219 | 187 |
| Q4 2025 | 195 | 221 |
| Q1 2026 | 218 | 197 |
| Q2 2026 | 248 | 178 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $271.3m | $177.1m | 0.65 |
| Q4 2025 | $97.3m | $103.2m | 1.06 |
| Q1 2026 | $169.2m | $74.3m | 0.44 |
| Q2 2026 | $387.2m | $133.4m | 0.34 |
Biggest buyers
| BlackRock, Inc. | Added | +32.7m |
| DNB Asset Management AS | Added | +15.4m |
| STATE STREET CORP | Added | +7.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +4.9m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +4.1m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +2.7m |
| DIMENSIONAL FUND ADVISORS LP | New | +2.1m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +2.0m |
| MACKENZIE FINANCIAL CORP | New | +1.8m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.6m |
Biggest sellers
| DME Capital Management, LP | Sold out | -10.1m |
| Alyeska Investment Group, L.P. | Reduced | -7.4m |
| UBS Group AG | Reduced | -3.1m |
| JANE STREET GROUP, LLC | Sold out | -2.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.5m |
| Qube Research & Technologies Ltd | Sold out | -2.3m |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -1.8m |
| Nantahala Capital Management, LLC | Reduced | -1.8m |
| Kanen Wealth Management LLC | Sold out | -1.8m |
| Bastion Asset Management Inc. | Sold out | -1.7m |
Biggest calls
| Nantahala Capital Management, LLC | Added | $194.3m32.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.5m7.5m shares |
| UBS Group AG | Added | $34.5m5.8m shares |
| JANE STREET GROUP, LLC | Added | $21.4m3.6m shares |
| SCOGGIN MANAGEMENT LP | Added | $17.7m3.0m shares |
| CITADEL ADVISORS LLC | Added | $14.4m2.4m shares |
| CITIGROUP INC | Added | $13.3m2.3m shares |
| NOMURA HOLDINGS INC | Reduced | $8.9m1.5m shares |
| Caption Management, LLC | Added | $7.8m1.3m shares |
| IMC-Chicago, LLC | Added | $7.8m1.3m shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $32.8m5.6m shares |
| NOMURA HOLDINGS INC | Added | $22.9m3.9m shares |
| JANE STREET GROUP, LLC | Added | $17.0m2.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.9m2.2m shares |
| IMC-Chicago, LLC | Added | $9.9m1.7m shares |
| Walleye Trading LLC | Added | $9.6m1.6m shares |
| GROUP ONE TRADING LLC | Added | $6.3m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $5.8m979.7k shares |
| CITIGROUP INC | New | $3.3m550.0k shares |
| Caption Management, LLC | Unchanged | $2.9m487.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-06-04 | 14.0% |
| DnB Asset Management AS 13G · institution no change · filed 2026-08-11 | 6.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.9% |
| Nantahala Capital Management, LLC 13G · institution -2.1 pts · filed 2026-08-14 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: FMR LLC (0.7%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), T. Rowe Price Investment Management, Inc. (2.2%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 7 | $5.9m | $2.8m |
| Q1 2025 | 0 | — | 6 | $7.4m | $4.4m |
| Q2 2025 | 0 | — | 5 | $5.9m | $3.2m |
| Q3 2025 | 0 | — | 7 | $16.0m | $8.0m |
| Q4 2025 | 0 | — | 8 | $7.4m | $3.9m |
| Q1 2026 | 0 | — | 7 | $5.7m | $3.4m |
| Q2 2026 | 0 | — | 3 | $1.0m | $772.0k |
| Q3 2026 | 0 | — | 4 | $1.0m | $825.1k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-19 | Sanders Dion C. Chief Commercial Officer | Sold plan | $613.2k112.5k shares |
| 2026-08-19 | Baig Saqib Chief Accounting Officer | Sold plan | $26.8k4.9k shares |
| 2026-08-17 | Baig Saqib Chief Accounting Officer | Sold | $195.3k36.4k shares |
| 2026-08-17 | Boone Karen Director | Sold plan | $133.8k25.0k shares |
| 2026-07-20 | Kirol Charles Peter Chief Operating Officer | Sold plan | $20.8k3.2k shares |
| 2026-07-14 | Baig Saqib Chief Accounting Officer | Sold plan | $30.6k5.0k shares |
| 2026-06-09 | Baig Saqib Interim CFO, CAO | Sold plan | $28.3k5.0k shares |
| 2026-05-22 | Baig Saqib Interim CFO, CAO | Sold plan | $27.2k5.0k shares |
| 2026-05-20 | Sanders Dion C. Chief Commercial Officer | Sold plan | $584.0k112.5k shares |
| 2026-05-20 | Baig Saqib Interim CFO, CAO | Sold plan | $31.0k6.0k shares |
| 2026-05-18 | Baig Saqib Interim CFO, CAO | Sold | $153.2k29.1k shares |
| 2026-04-27 | Baig Saqib Interim CFO, CAO | Sold plan | $82.5k15.0k shares |
| 2026-04-20 | Kirol Charles Peter Chief Operating Officer | Sold plan | $18.9k3.7k shares |
| 2026-04-16 | Kirol Charles Peter Chief Operating Officer | Sold | $99.4k19.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 65.0m $384.3m | Added +32.7m |
| DNB Asset Management AS 0.63% of their portfolio | 38.1m $225.3m | Added +15.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 24.2m $143.2m | Added +4.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 18.8m $110.9m | Added +802.6k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 17.0m $100.7m | Reduced -809.4k |
| STATE STREET CORP 0.00% of their portfolio | 16.1m $95.4m | Added +7.0m |
| Quinn Opportunity Partners LLC 3.69% of their portfolio | 13.4m $79.0m | Reduced -686.0k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 12.8m $75.8m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.8m $63.9m | Added +820.3k |
| Nantahala Capital Management, LLC 1.83% of their portfolio | 10.2m $60.4m | Reduced -1.8m |
| Pale Fire Capital SE 3.25% of their portfolio | 7.7m $45.7m | Added +1.5m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 5.8m $34.3m | Reduced -1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 4.9m $29.1m | Added +1.4m |
| Alyeska Investment Group, L.P. 0.07% of their portfolio | 4.7m $28.0m | Reduced -7.4m |
| UBS Group AG 0.00% of their portfolio | 4.7m $27.7m | Reduced -3.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 4.6m $27.4m | Added +4.1m |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.6m $26.6m | Added +1.6m |
| MORGAN STANLEY 0.00% of their portfolio | 4.5m $26.6m | Added +508.0k |
| HENNESSY ADVISORS INC 0.85% of their portfolio | 4.5m $26.5m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 4.2m $24.6m | Added +771.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 4.1m $24.5m | Added +511.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 3.8m $22.5m | Added +2.7m |
| Technology Crossover Management IX, Ltd. 3.15% of their portfolio | 3.7m $21.7m | Unchanged |
| Schonfeld Strategic Advisors LLC 0.11% of their portfolio | 3.6m $21.3m | Reduced -816.7k |
| FMR LLC 0.00% of their portfolio | 3.4m $20.1m | Added +1.5m |
| CITIGROUP INC 0.01% of their portfolio | 3.2m $19.1m | Added +1.1m |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 3.1m $18.3m | Reduced -1.6m |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 2.8m $16.8m | Added +134.4k |
| SCOGGIN MANAGEMENT LP 3.85% of their portfolio | 2.8m $16.3m | Added +117.1k |
| Simcoe Capital Management, LLC 3.05% of their portfolio | 2.7m $15.7m | Added +1.4m |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 2.6m $15.5m | Added +10.4k |
| Aperture Investors, LLC 1.65% of their portfolio | 2.6m $15.5m | Added +555.7k |
| Pacer Advisors, Inc. 0.04% of their portfolio | 2.6m $15.4m | Reduced -586.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.6m $15.2m | Added +936.9k |
| Technology Crossover Management X, Ltd. 1.89% of their portfolio | 2.5m $15.0m | Unchanged |
| COATUE MANAGEMENT LLC 0.03% of their portfolio | 2.5m $14.8m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 2.4m $13.9m | Added +7.3k |
| CastleKnight Management LP 0.50% of their portfolio | 2.3m $13.8m | Reduced -64.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.2m $13.1m | Added +1.1m |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 2.1m $12.3m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 2.0m $12.0m | Reduced -1.0m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 2.0m $12.0m | Added +2.0m |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.9m $11.2m | Reduced -968.8k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 1.8m $10.7m | New |
| Union Square Park Capital Management, LLC 7.09% of their portfolio | 1.6m $9.8m | Added +150.0k |
| SCOPIA CAPITAL MANAGEMENT LP 8.10% of their portfolio | 1.5m $9.1m | Reduced -266.8k |
| Voleon Capital Management LP 0.16% of their portfolio | 1.5m $8.9m | Added +1.4m |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $8.9m | Added +643.7k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.56% of their portfolio | 1.5m $8.6m | Added +665.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 1.4m $8.6m | Reduced -139.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 1.4m $8.5m | New |
| NATIXIS 0.03% of their portfolio | 1.2m $7.1m | New |
| BARCLAYS PLC 0.00% of their portfolio | 1.2m $7.0m | Reduced -982.8k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 1.2m $6.9m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.1m $6.6m | Reduced -971.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.0m $6.1m | Added +597.4k |
| Creek Drive Management Group LLC 3.80% of their portfolio | 1.0m $6.1m | Reduced -415.0k |
| Select Equity Group, L.P. 0.03% of their portfolio | 998.1k $5.9m | Reduced -810.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 988.3k $5.8m | Added +497.9k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 948.5k $5.6m | Reduced -214.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 942.5k $5.5m | Added +814.7k |
| Legal & General Group Plc 0.00% of their portfolio | 937.0k $5.5m | Added +598.0k |
| Prentice Capital Management, LP 10.64% of their portfolio | 920.1k $5.4m | Added +199.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 893.6k $5.3m | Reduced -71.6k |
| Trexquant Investment LP 0.03% of their portfolio | 872.1k $5.2m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.19% of their portfolio | 858.6k $5.1m | Reduced -922.4k |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 842.4k $5.0m | New |
| Jupiter Topco LLC 0.00% of their portfolio | 835.0k $4.9m | First filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 826.7k $4.9m | Reduced -86.9k |
| NORGES BANK 0.00% of their portfolio | 808.5k $4.8m | Not comparable |
| Swiss National Bank 0.00% of their portfolio | 801.4k $4.7m | Added +5.8k |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 800.2k $4.7m | Reduced -111.5k |
| GROUP ONE TRADING LLC 0.13% of their portfolio | 787.5k $4.7m | Reduced -166.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 779.1k $4.6m | Reduced -459.3k |
| MYDA Advisors LLC 1.11% of their portfolio | 770.0k $4.6m | Reduced -345.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 754.2k $4.5m | Reduced -1.1m |
| Calamos Wealth Management LLC 0.13% of their portfolio | 725.3k $4.3m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 670.2k $4.0m | Added +640.1k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 667.2k $3.9m | Added +23.4k |
| Panoramic Capital, LLC 1.61% of their portfolio | 631.6k $3.7m | Added +100.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 627.6k $3.7m | Added +494.5k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.02% of their portfolio | 596.5k $3.5m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 590.7k $3.5m | Reduced -2.5m |
| IEQ CAPITAL, LLC 0.02% of their portfolio | 581.6k $3.4m | Added +155.6k |
| Saudi Central Bank 0.04% of their portfolio | 527.4k $3.2m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 521.4k $2.2m | Added +77.2k |
| Tabor Asset Management, LP 0.93% of their portfolio | 511.5k $3.0m | Added +127.3k |
| Penserra Capital Management LLC 0.02% of their portfolio | 486.3k $2.9m | Added +57.5k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 485.7k $2.9m | Reduced -77.8k |
| KIRR MARBACH & CO LLC /IN/ 0.48% of their portfolio | 484.6k $2.9m | Added +1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 458.5k $2.7m | Reduced -12.4k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 446.8k $2.6m | Added +385.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 442.3k $2.6m | Added +10.8k |
| Clare Market Investments LLC 0.48% of their portfolio | 442.1k $2.6m | Added +349.6k |
| IMC-Chicago, LLC 0.02% of their portfolio | 434.7k $2.6m | Added +35.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 430.9k $2.5m | Added +80.9k |
| Walleye Trading LLC 0.03% of their portfolio | 398.0k $2.4m | Reduced -194.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 396.3k $2.3m | Reduced -18.3k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 393.4k $2.3m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 374.3k $2.2m | Unchanged |