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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.94. Options: 48 managers hold calls ($255.4m notional), 36 hold puts ($110.8m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $29.2m4.2m shares |
| CITADEL ADVISORS LLC | — | $25.4m3.7m shares |
| BANK OF AMERICA CORP /DE/ | — | $20.9m3.0m shares |
| SCOPIA CAPITAL MANAGEMENT LP | — | $20.8m3.0m shares |
| Antara Capital LP | — | $15.2m2.2m shares |
| IMC-Chicago, LLC | — | $14.4m2.1m shares |
| JANE STREET GROUP, LLC | — | $14.0m2.0m shares |
| SIMPLEX TRADING, LLC | — | $13.5m1.9m shares |
| CTC LLC | — | $12.9m18.7k shares |
| Woodson Capital Management, LP | — | $12.2m1.8m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $27.6m4.0m shares |
| CTC LLC | — | $13.3m19.3k shares |
| CITADEL ADVISORS LLC | — | $9.5m1.4m shares |
| SIMPLEX TRADING, LLC | — | $8.3m1.2m shares |
| JANE STREET GROUP, LLC | — | $7.4m1.1m shares |
| IMC-Chicago, LLC | — | $5.7m826.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | — | $5.6m800.9k shares |
| K2 PRINCIPAL FUND, L.P. | — | $4.4m637.8k shares |
| Parallax Volatility Advisers, L.P. | — | $4.2m600.3k shares |
| GROUP ONE TRADING LLC | — | $3.4m487.1k 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 in Q3 2022
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 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 5 | $11.3m | — |
| Q1 2022 | 0 | — | 3 | — | — |
| Q2 2022 | 0 | — | 3 | $231.3k | — |
| Q3 2022 | 0 | — | 2 | $137.7k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-08-16 | Cornils Kevin Chief Commercial Officer | Sold | $99.2k7.0k shares |
| 2022-08-16 | Klingsick Allen J Chief Accounting Officer | Sold | $38.5k2.8k 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 38.8m $268.6m | — |
| VANGUARD GROUP INC 0.01% of their portfolio | 26.2m $181.4m | — |
| BAILLIE GIFFORD & CO 0.18% of their portfolio | 25.1m $174.1m | — |
| MORGAN STANLEY 0.02% of their portfolio | 20.9m $145.2m | — |
| BlackRock Inc. 0.00% of their portfolio | 12.6m $87.4m | — |
| Dragoneer Investment Group, LLC 1.96% of their portfolio | 10.7m $74.5m | — |
| Darsana Capital Partners LP 3.56% of their portfolio | 10.0m $69.3m | — |
| Bank of New York Mellon Corp 0.01% of their portfolio | 8.0m $55.3m | — |
| ALKEON CAPITAL MANAGEMENT LLC 0.26% of their portfolio | 5.4m $37.7m | — |
| COATUE MANAGEMENT LLC 0.43% of their portfolio | 5.4m $37.1m | — |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 4.7m $32.7m | — |
| STATE STREET CORP 0.00% of their portfolio | 4.6m $32.1m | — |
| EMINENCE CAPITAL, LP 0.68% of their portfolio | 4.6m $32.0m | — |
| SCOPIA CAPITAL MANAGEMENT LP 2.89% of their portfolio | 4.2m $29.0m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.2m $28.8m | — |
| DNB Asset Management AS 0.22% of their portfolio | 4.1m $28.3m | — |
| Technology Crossover Management IX, Ltd. 2.55% of their portfolio | 3.7m $25.5m | — |
| Spyglass Capital Management LLC 1.80% of their portfolio | 3.7m $25.4m | — |
| Jackson Square Partners, LLC 0.61% of their portfolio | 3.3m $23.2m | — |
| Camber Capital Management LP 0.70% of their portfolio | 3.0m $20.8m | — |
| NORGES BANK 0.01% of their portfolio | 2.8m $19.5m | — |
| Technology Crossover Management X, Ltd. 4.46% of their portfolio | 2.5m $17.6m | — |
| Nantahala Capital Management, LLC 1.57% of their portfolio | 2.3m $16.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $16.0m | — |
| Woodson Capital Management, LP 2.67% of their portfolio | 2.2m $15.6m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 2.2m $15.3m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.1m $14.5m | — |
| Valiant Capital Management, L.P. 2.60% of their portfolio | 2.1m $14.3m | — |
| 53 HOUSE LLP 3.87% of their portfolio | 2.0m $14.0m | — |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 2.0m $13.6m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.6m $11.1m | — |
| MSD CAPITAL, L.P. 5.83% of their portfolio | 1.5m $10.7m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $8.7m | — |
| Graham Capital Management, L.P. 0.36% of their portfolio | 1.2m $8.4m | — |
| MSD Partners, L.P. 0.91% of their portfolio | 1.2m $8.0m | — |
| UBS Group AG 0.00% of their portfolio | 1.1m $7.6m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 1.1m $7.6m | — |
| Amova Asset Management Americas, Inc. 0.10% of their portfolio | 1.1m $7.8m | — |
| FMR LLC 0.00% of their portfolio | 1.0m $7.1m | — |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 1.0m $7.0m | — |
| GILDER GAGNON HOWE & CO LLC 0.11% of their portfolio | 945.2k $6.5m | — |
| TIGER GLOBAL MANAGEMENT LLC 0.06% of their portfolio | 920.7k $6.4m | — |
| SEI INVESTMENTS CO 0.01% of their portfolio | 854.8k $5.9m | — |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 824.9k $5.7m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 819.5k $5.7m | — |
| Calamos Wealth Management LLC 0.48% of their portfolio | 806.0k $5.6m | — |
| CWM, LLC 0.04% of their portfolio | 796.7k $5.5m | — |
| Broad Bay Capital Management, LP 0.85% of their portfolio | 700.0k $4.9m | — |
| Swiss National Bank 0.00% of their portfolio | 692.5k $4.8m | — |
| CITIGROUP INC 0.01% of their portfolio | 648.6k $4.5m | — |
| Summit Trail Advisors, LLC 0.23% of their portfolio | 618.9k $4.3m | — |
| California Public Employees Retirement System 0.00% of their portfolio | 616.1k $4.3m | — |
| HILLMAN CO 1.73% of their portfolio | 477.4k $3.3m | — |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 475.6k $3.3m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 469.6k $3.3m | — |
| Weiss Multi-Strategy Advisers LLC 0.09% of their portfolio | 463.7k $3.2m | — |
| EULAV Asset Management 0.14% of their portfolio | 460.0k $3.2m | — |
| Legal & General Group Plc 0.00% of their portfolio | 452.1k $3.1m | — |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.15% of their portfolio | 439.8k $3.0m | — |
| CTC LLC 0.36% of their portfolio | 437.6k $3.0m | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 398.4k $2.8m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 383.5k $2.8m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 381.8k $2.6m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 371.2k $2.6m | — |
| SEVEN EIGHT CAPITAL, LP 0.51% of their portfolio | 370.2k $2.6m | — |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 362.3k $2.5m | — |
| Verition Fund Management LLC 0.02% of their portfolio | 360.0k $2.5m | — |
| Slate Path Capital LP 0.15% of their portfolio | 340.0k $2.4m | — |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 0.51% of their portfolio | 308.6k $2.1m | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 305.9k $2.1m | — |
| PUTNAM INVESTMENTS LLC 0.00% of their portfolio | 303.5k $2.1m | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 296.6k $2.1m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 296.2k $2.1m | — |
| MARSHALL WACE, LLP 0.01% of their portfolio | 295.4k $2.0m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 292.6k $2.0m | — |
| Penserra Capital Management LLC 0.06% of their portfolio | 289.9k $2.0m | — |
| PenderFund Capital Management Ltd. 0.86% of their portfolio | 288.8k $2.8m | — |
| Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio | 252.4k $1.7m | — |
| 683 Capital Management, LLC 0.14% of their portfolio | 250.0k $1.7m | — |
| Invesco Ltd. 0.00% of their portfolio | 243.4k $1.7m | — |
| SIMPLEX TRADING, LLC 0.06% of their portfolio | 240.4k $1.7m | — |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 240.2k $1.7m | — |
| CenterBook Partners LP 0.31% of their portfolio | 235.3k $1.6m | — |
| SG Americas Securities, LLC 0.02% of their portfolio | 232.7k $1.6m | — |
| Laird Norton Wetherby Trust Company, LLC 0.36% of their portfolio | 231.1k $1.6m | — |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 230.5k $1.6m | — |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.12% of their portfolio | 227.3k $1.6m | — |
| TOCQUEVILLE ASSET MANAGEMENT L.P. 0.03% of their portfolio | 226.3k $1.6m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 225.0k $1.6m | — |
| SVB WEALTH LLC 0.02% of their portfolio | 223.2k $1.5m | — |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 222.1k $1.5m | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 210.9k $1.5m | — |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 203.6k $1.4m | — |
| Joel Isaacson & Co., LLC 0.12% of their portfolio | 202.7k $1.4m | — |
| Nishkama Capital, LLC 0.59% of their portfolio | 191.6k $1.3m | — |
| FORMULA GROWTH LTD 0.34% of their portfolio | 174.0k $1.2m | — |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.02% of their portfolio | 168.0k $1.2m | — |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 166.5k $1.2m | — |
| XTX Topco Ltd 0.28% of their portfolio | 163.9k $1.1m | — |
| Redmond Asset Management, LLC 0.42% of their portfolio | 161.7k $1.1m | — |