412 tracked 13F filers disclose a position in PTON as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $138.7M | 32.3M | ▼−0.8% Reduced · −280K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $82.9M | 19.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $77.1M | 18.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | D. E. Shaw & Co., Inc. | $76.6M | 17.9M | ▲+4.2% Added · +720K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $95.4M | 16.1M | ▲+77% Added · +7.0M sh | Q2 2026 | |
| 6 | Quinn Opportunity Partners LLC | $60.3M | 14.1M | ▲+143% Added · +8.3M sh | Q1 2026 | |
| 7 | Alyeska Investment Group, L.P. | $52.0M | 12.1M | ▲+122% Added · +6.7M sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 11.6M | ▲+30% Added · +2.7M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $63.9M | 10.8M | ▲+8.2% Added · +820K sh | Q2 2026 | |
| 10 | DME Capital Management, LP | $43.4M | 10.1M | ▲41× Added · +9.9M sh | Q1 2026 | |
| 11 | UBS Group AG | $33.4M | 7.8M | ▲+169% Added · +4.9M sh | Q1 2026 | |
| 12 | Pale Fire Capital SE | $45.7M | 7.7M | ▲+24% Added · +1.5M sh | Q3 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $29.5M | 6.9M | ▼−25% Reduced · −2.2M sh | Q1 2026 | |
| 14 | Nantahala Capital Management, LLC | $30.2M | 5.1M | ▼−57% Reduced · −6.9M sh | Q2 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $20.2M | 4.7M | ▲+23% Added · +867K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $17.1M | 4.0M | ▼−39% Reduced · −2.6M sh | Q1 2026 | |
| 17 | NORGES BANK | $23.8M | 3.9M | ▲16× Added · +3.6M sh | Q4 2025 | |
| 18 | Technology Crossover Management IX, Ltd. | $21.7M | 3.7M | —Held | Q2 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.6M | 3.6M | ▼−0.6% Reduced · −23K sh | Q1 2026 | |
| 20 | Schonfeld Strategic Advisors LLC | $21.3M | 3.6M | ▼−19% Reduced · −817K sh | Q2 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.2M | 3.5M | ▲+229% Added · +2.5M sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $14.6M | 3.4M | ▲+3.7% Added · +120K sh | Q1 2026 | |
| 23 | DEUTSCHE BANK AG\ | $13.2M | 3.1M | ▲+102% Added · +1.6M sh | Q1 2026 | |
| 24 | PRICE T ROWE ASSOCIATES INC /MD/ | $13.1M | 3.1M | ▼−67% Reduced · −6.2M sh | Q1 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $12.2M | 3.0M | ▲+198% Added · +2.0M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in PTON and 33 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 228 funds | $162.0B |
| MICROSOFT CORPMSFT | 221 funds | $211.6B |
| META PLATFORMS INC-CLASS AMETA | 219 funds | $91.2B |
| NVIDIA CORPNVDA | 216 funds | $317.4B |
| APPLE INCAAPL | 215 funds | $237.0B |
| ALPHABET INC-CL AGOOGL | 215 funds | $125.9B |
| BROADCOM INCAVGO | 212 funds | $126.9B |
| JPMORGAN CHASE & COJPM | 208 funds | $48.2B |
| ALPHABET INC-CL CGOOG | 206 funds | $103.1B |
| ADVANCED MICRO DEVICESAMD | 206 funds | $31.2B |
| COSTCO WHOLESALE CORPCOST | 205 funds | $30.6B |
| TESLA INCTSLA | 204 funds | $59.5B |
Ranked by how many of PTON's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Sanders Dion C. | Chief Commercial Officer | Sell (S) | 113K | $613K |
| Aug 19, 2026 | Baig Saqib | Chief Accounting Officer | Sell (S) | 5K | $27K |
| Aug 17, 2026 | Baig Saqib | Chief Accounting Officer | Sell (S) | 36K | $195K |
| Aug 17, 2026 | Boone Karen | Director | Sell (S) | 25K | $134K |
| Jul 20, 2026 | Kirol Charles Peter | Chief Operating Officer | Sell (S) | 3K | $21K |
| Jul 14, 2026 | Baig Saqib | Chief Accounting Officer | Sell (S) | 5K | $31K |
| Jun 9, 2026 | Baig Saqib | Interim CFO, CAO | Sell (S) | 5K | $28K |
| May 22, 2026 | Baig Saqib | Interim CFO, CAO | Sell (S) | 5K | $27K |
| May 20, 2026 | Baig Saqib | Interim CFO, CAO | Sell (S) | 6K | $31K |
| May 20, 2026 | Sanders Dion C. | Chief Commercial Officer | Sell (S) | 113K | $584K |
| May 18, 2026 | Baig Saqib | Interim CFO, CAO | Sell (S) | 29K | $153K |
| Apr 27, 2026 | Baig Saqib | Interim CFO, CAO | Sell (S) | 15K | $83K |
| Class | 13F holders | Value held |
|---|---|---|
| PTONthis pagecs | 412 funds | $1.5B |
| PTON 5.5 12/01/29SDBCV | 24 funds | $493.4M |
| PTON 0 02/15/26NOTE2 | 1 funds | $27.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PTON
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PTON/capital-change-brief"
Use Arkolith's capital_change_brief for PTON. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTON. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.