Vault-13

PELOTON INTERACTIVE INC PTON 0 02.15.26

NOTE 2/1 · US DOMESTIC · CUSIP 70614WAB6

0 institutional holders -24 vs Q4 2025
—reported value*
0 new 0 added 0 reduced 23 sold out net sold ≈ $130.0m (-40.0k shares)

* 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. Holder counts are more reliable.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 48Q4 22: 42Q1 23: 52Q2 23: 46Q3 23: 44Q4 23: 47Q1 24: 45Q2 24: 24Q3 24: 21Q4 24: 20Q1 25: 23Q2 25: 21Q3 25: 22Q4 25: 24Q1 26: 00Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202248
Q4 202242
Q1 202352
Q2 202346
Q3 202344
Q4 202347
Q1 202445
Q2 202424
Q3 202421
Q4 202420
Q1 202523
Q2 202521
Q3 202522
Q4 202524
Q1 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 7 bought or addedQ2 24: 39 cut or sold outQ3 24: 6 bought or addedQ3 24: 6 cut or sold outQ3 24Q4 24: 5 bought or addedQ4 24: 9 cut or sold outQ1 25: 6 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 3 bought or addedQ2 25: 8 cut or sold outQ3 25: 7 bought or addedQ3 25: 5 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 7 cut or sold outQ1 26: 0 bought or addedQ1 26: 23 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024739
Q3 202466
Q4 202459
Q1 202565
Q2 202538
Q3 202575
Q4 202557
Q1 2026023

Biggest buyers

None

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Sold out -34,491,000-34.5m
D. E. Shaw & Co., Inc. Sold out -34,001,000-34.0m
CANADA PENSION PLAN INVESTMENT BOARD Sold out -29,957,000-30.0m
FMR LLC Sold out -19,314,000-19.3m
HIGHBRIDGE CAPITAL MANAGEMENT LLC Sold out -11,314,000-11.3m
PIPER SANDLER & CO. Sold out -5,000,000-5.0m
Fort Baker Capital Management LP Sold out -2,996,000-3.0m
MILLENNIUM MANAGEMENT LLC Sold out -2,500,000-2.5m
NEUBERGER BERMAN GROUP LLC Sold out -1,620,000-1.6m
PALISADE CAPITAL MANAGEMENT, LP Sold out -1,171,000-1.2m

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change