Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PELOTON INTERACTIVE INC · CL A COM · Q1 2026 · 6 members disclosed PTON ↗

13F filers reporting this class for the quarter ended 2026-03-31: 319
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $1.2B
holders whose share count rose or who opened the position (new + add), by shares: 176
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 59

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of PTON ranked by reported value, 1–25 of 386 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$139M	32,323,198	−280,296	TRIM
2	DnB Asset Management AS	$97.3M	22,685,343	+11,908,716	ADD
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$82.9M	19,323,932	—	NO PRIOR
4	VANGUARD CAPITAL MANAGEMENT LLC	$77.1M	17,969,331	—	NO PRIOR
5	D. E. Shaw & Co., Inc.	$76.6M	17,856,566	+720,405	ADD
6	Alyeska Investment Group, L.P.	$52.0M	12,123,812	+6,661,468	ADD
7	Nantahala Capital Management, LLC	$51.5M	12,000,000	+6,067,324	ADD
8	DME Capital Management, LP	$43.4M	10,113,940	+9,867,480	ADD
9	STATE STREET CORP	$39.1M	9,113,111	+191,888	ADD
10	UBS Group AG	$33.4M	7,793,980	+4,900,668	ADD
11	Pale Fire Capital SE	$26.7M	6,234,577	+6,234,577	NEW
12	TWO SIGMA INVESTMENTS, LP	$20.2M	4,713,491	+867,113	ADD
13	HENNESSY ADVISORS INC	$19.3M	4,487,400	−469,200	TRIM
14	Schonfeld Strategic Advisors LLC	$18.9M	4,412,463	−1,919,390	TRIM
15	MORGAN STANLEY	$17.1M	3,992,143	−2,558,867	TRIM
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$15.6M	3,633,167	−23,087	TRIM
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.2M	3,535,034	+2,459,008	ADD
18	NORTHERN TRUST CORP	$14.6M	3,399,638	+120,213	ADD
19	DEUTSCHE BANK AG\	$13.2M	3,071,163	+1,552,813	ADD
20	CITADEL ADVISORS LLC	$12.3M	2,868,985	+2,071,234	ADD
21	AQR CAPITAL MANAGEMENT LLC	$12.2M	2,988,182	+1,985,318	ADD
22	JANE STREET GROUP, LLC	$11.8M	2,739,244	+375,036	ADD
23	VANGUARD FIDUCIARY TRUST CO	$11.6M	2,705,691	—	NO PRIOR
24	SCOGGIN MANAGEMENT LP	$11.3M	2,632,900	+632,900	ADD
25	COATUE MANAGEMENT LLC	$10.7M	2,500,000	+2,500,000	NEW

Show all 386 holders

13F holders of PTON ranked by reported value, 26–386 of 386 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	CastleKnight Management LP	$10.3M	2,405,200	0	NO CHANGE
27	Nuveen, LLC	$10.1M	2,352,667	−2,524,632	TRIM
28	Qube Research & Technologies Ltd	$10.0M	2,337,631	+1,320,387	ADD
29	CITIGROUP INC	$9.3M	2,175,049	+1,374,731	ADD
30	WELLS FARGO & COMPANY/MN	$9.0M	2,088,039	+1,025,190	ADD
31	Aperture Investors, LLC	$8.9M	2,070,484	−918,885	TRIM
32	FMR LLC	$8.1M	1,879,784	−25,017,737	TRIM
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$7.8M	1,823,134	+1,171,237	ADD
34	JUPITER ASSET MANAGEMENT LTD	$7.8M	1,818,417	−31,086	TRIM
35	Select Equity Group, L.P.	$7.8M	1,808,474	+557,843	ADD
36	SCOPIA CAPITAL MANAGEMENT LP	$7.7M	1,798,974	−522,922	TRIM
37	Skandinaviska Enskilda Banken AB (publ)	$7.6M	1,780,998	+1,251,107	ADD
38	Kanen Wealth Management LLC	$7.6M	1,762,197	+1,762,197	NEW
39	BANK OF AMERICA CORP /DE/	$7.0M	1,640,981	+172,211	ADD
40	Bastion Asset Management Inc.	$7.0M	1,655,100	+1,655,100	NEW
41	CANADA PENSION PLAN INVESTMENT BOARD	$6.8M	1,588,900	−148,860	TRIM
42	Union Square Park Capital Management, LLC	$6.4M	1,500,000	+400,000	ADD
43	Ardmore Road Asset Management LP	$6.4M	1,500,000	+979,058	ADD
44	Creek Drive Management Group LLC	$6.2M	1,455,000	+553,000	ADD
45	Walleye Capital LLC	$6.1M	1,423,719	+1,223,357	ADD
46	Simcoe Capital Management, LLC	$5.2M	1,209,925	+1,209,925	NEW
47	ExodusPoint Capital Management, LP	$4.8M	1,125,483	+997,748	ADD
48	MYDA Advisors LLC	$4.8M	1,115,000	+755,000	ADD
49	MILLENNIUM MANAGEMENT LLC	$4.1M	965,216	−3,355,121	TRIM
50	GROUP ONE TRADING LLC	$4.1M	954,121	+578,983	ADD
51	JACOBS LEVY EQUITY MANAGEMENT, INC	$3.9M	913,604	−131,266	TRIM
52	GILDER GAGNON HOWE & CO LLC	$3.9M	911,713	−58,160	TRIM
53	Invesco Ltd.	$3.7M	860,549	+134,071	ADD
54	Swiss National Bank	$3.4M	795,600	+22,800	ADD
55	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.4M	792,585	+633,400	ADD
56	XTX Topco Ltd	$3.4M	785,309	+632,682	ADD
57	Bridgewater Associates, LP	$3.4M	782,897	+782,897	NEW
58	Calamos Advisors LLC	$3.1M	725,284	+725,284	NEW
59	Calamos Wealth Management LLC	$3.1M	725,284	+82	ADD
60	Prentice Capital Management, LP	$3.1M	721,028	+163,068	ADD
61	FEDERATED HERMES, INC.	$2.8M	643,759	+462,316	ADD
62	ALLIANCEBERNSTEIN L.P.	$2.7M	444,183	+5,105	ADD
63	PRELUDE CAPITAL MANAGEMENT, LLC	$2.6M	610,959	+600,099	ADD
64	STATE OF MICHIGAN RETIREMENT SYSTEM	$2.6M	596,477	0	NO CHANGE
65	Walleye Trading LLC	$2.5M	592,739	+139,215	ADD
66	Cinctive Capital Management LP	$2.5M	591,877	+591,877	NEW
67	Gotham Asset Management, LLC	$2.4M	563,444	−353,830	TRIM
68	RENAISSANCE TECHNOLOGIES LLC	$2.3M	544,900	+160,700	ADD
69	Panoramic Capital, LLC	$2.3M	531,629	+30,000	ADD
70	Saudi Central Bank	$2.3M	527,357	0	NO CHANGE
71	STEADFAST CAPITAL MANAGEMENT LP	$2.1M	501,000	+501,000	NEW
72	BOOTHBAY FUND MANAGEMENT, LLC	$2.1M	492,611	+166,693	ADD
73	NOMURA HOLDINGS INC	$2.1M	486,925	+32,141	ADD
74	KIRR MARBACH & CO LLC /IN/	$2.1M	483,506	+40,150	ADD
75	K2 PRINCIPAL FUND, L.P.	$2.0M	468,237	+468,237	NEW
76	Empowered Funds, LLC	$1.9M	446,261	+432,307	ADD
77	FRANKLIN RESOURCES INC	$1.9M	431,471	+229,393	ADD
78	IEQ CAPITAL, LLC	$1.8M	426,004	+350,131	ADD
79	COMMONWEALTH EQUITY SERVICES, LLC	$1.8M	414,605	+378,783	ADD
80	IMC-Chicago, LLC	$1.7M	398,753	+299,025	ADD
81	Tabor Asset Management, LP	$1.6M	384,231	+384,231	NEW
82	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.6M	381,722	+99,059	ADD
83	VANGUARD ASSET MANAGEMENT, Ltd	$1.6M	374,333	—	NO PRIOR
84	Altshuler Shaham Ltd	$1.6M	369,568	+369,568	NEW
85	Legal & General Group Plc	$1.5M	339,011	−42,690	TRIM
86	WINTON GROUP Ltd	$1.4M	336,473	+336,473	NEW
87	Quadrature Capital Ltd	$1.4M	327,122	+327,122	NEW
88	Shellback Capital, LP	$1.3M	300,000	−325,000	TRIM
89	Vanguard Global Advisers, LLC	$1.2M	286,887	—	NO PRIOR
90	Diametric Capital, LP	$1.1M	265,857	+265,857	NEW
91	Manchester Capital Management LLC	$1.1M	260,484	0	NO CHANGE
92	Caption Management, LLC	$1.1M	258,950	+213,350	ADD
93	Avidity Partners Management LP	$1.1M	200,000	+200,000	NEW
94	Benefit Street Partners LLC	$1.1M	250,000	+250,000	NEW
95	Brevan Howard Capital Management LP	$1.1M	246,379	−219,588	TRIM
96	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.0M	237,170	−1,186	TRIM
97	Concurrent Investment Advisors, LLC	$985K	229,549	+167,750	ADD
98	Garde Capital, Inc.	$985K	229,498	0	NO CHANGE
99	ROYAL BANK OF CANADA	$942K	219,448	+100,653	ADD
100	BANK OF MONTREAL /CAN/	$891K	207,760	−1,049,696	TRIM
101	Templeton & Phillips Capital Management, LLC	$882K	205,620	+205,620	NEW
102	PANAGORA ASSET MANAGEMENT INC	$865K	201,592	+4,474	ADD
103	Joel Isaacson & Co., LLC	$859K	200,166	−50	TRIM
104	Mariner, LLC	$823K	191,997	+121,339	ADD
105	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$792K	184,565	+1,272	ADD
106	Banco Santander, S.A.	$780K	181,917	+107,750	ADD
107	Vident Advisory, LLC	$770K	179,428	+65,739	ADD
108	Waterfront Wealth Inc.	$733K	170,963	+170,963	NEW
109	Janus Henderson Group Ltd.	$679K	158,354	−272,741	TRIM
110	Voleon Capital Management LP	$673K	156,925	+146,327	ADD
111	Creative Planning	$665K	155,063	+111,610	ADD
112	Man Group plc	$655K	152,629	−174,265	TRIM
113	OMERS ADMINISTRATION Corp	$633K	147,479	+15,400	ADD
114	ALBION FINANCIAL GROUP /UT	$622K	145,000	−8,560	TRIM
115	Perbak Capital Partners LLP	$616K	143,515	+143,515	NEW
116	CWM, LLC	$606K	141,305	+118,197	ADD
117	STATE OF WISCONSIN INVESTMENT BOARD	$571K	133,124	+61,080	ADD
118	HSBC HOLDINGS PLC	$555K	127,825	+53,963	ADD
119	INTERCAPITAL, LLC	$515K	120,000	−220,000	TRIM
120	NEW YORK STATE COMMON RETIREMENT FUND	$505K	117,656	−7,038	TRIM
121	VOYA INVESTMENT MANAGEMENT LLC	$479K	111,688	−214,719	TRIM
122	Lighthouse Investment Partners, LLC	$478K	111,318	+111,318	NEW
123	Arizona State Retirement System	$474K	110,412	+903	ADD
124	Summit Trail Advisors, LLC	$472K	109,943	+647	ADD
125	Graham Capital Management, L.P.	$466K	108,688	−21,392	TRIM
126	State of Wyoming	$460K	107,234	−8,277	TRIM
127	Vanguard Investments Australia, Ltd.	$453K	105,686	—	NO PRIOR
128	MERCER GLOBAL ADVISORS INC /ADV	$432K	100,649	+69,994	ADD
129	Zurcher Kantonalbank (Zurich Cantonalbank)	$427K	99,577	+99,577	NEW
130	Cerity Partners LLC	$418K	97,431	+74,561	ADD
131	INTECH INVESTMENT MANAGEMENT LLC	$411K	95,709	−48,283	TRIM
132	LPL Financial LLC	$407K	94,841	−54,053	TRIM
133	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$403K	93,900	0	NO CHANGE
134	ZACKS INVESTMENT MANAGEMENT	$401K	93,479	+8,186	ADD
135	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$400K	87,362	+56,729	ADD
136	Quantinno Capital Management LP	$400K	93,145	+47,778	ADD
137	Clare Market Investments LLC	$397K	92,500	—	NO PRIOR
138	Vontobel Holding Ltd.	$386K	90,012	+63,579	ADD
139	KLP KAPITALFORVALTNING AS	$384K	89,500	+5,600	ADD
140	CIBC Bancorp USA Inc.	$380K	88,494	—	NO PRIOR
141	Numerai GP LLC	$361K	84,159	+84,159	NEW
142	Shay Capital LLC	$346K	80,655	−1,005	TRIM
143	Longaeva Partners L.P.	$331K	77,110	+77,110	NEW
144	M&T BANK CORP	$328K	76,348	+42,378	ADD
145	Headlands Technologies LLC	$327K	76,196	−15,080	TRIM
146	SEI INVESTMENTS CO	$307K	71,592	−25,396	TRIM
147	ProShare Advisors LLC	$305K	70,989	−17,700	TRIM
148	Freestone Grove Partners LP	$294K	68,628	+68,628	NEW
149	PRUDENTIAL FINANCIAL INC	$265K	61,695	+37,360	ADD
150	OXFORD ASSET MANAGEMENT LLP	$257K	59,851	+19,912	ADD
151	Verition Fund Management LLC	$252K	58,685	−132,815	TRIM
152	Elo Mutual Pension Insurance Co	$245K	57,181	+57,181	NEW
153	Assenagon Asset Management S.A.	$245K	57,036	+15,087	ADD
154	Pictet Asset Management Holding SA	$238K	55,433	+8,170	ADD
155	Amundi	$236K	55,010	+40,453	ADD
156	Procyon Advisors, LLC	$225K	52,357	+150	ADD
157	Lombard Odier Asset Management (USA) Corp	$202K	47,088	+47,088	NEW
158	OSAIC HOLDINGS, INC.	$201K	46,833	+8,167	ADD
159	AIGEN INVESTMENT MANAGEMENT, LP	$198K	46,166	+34,711	ADD
160	AXQ CAPITAL, LP	$197K	45,981	+19,745	ADD
161	HighTower Advisors, LLC	$196K	45,695	+9,613	ADD
162	Perigon Wealth Management, LLC	$190K	44,291	+19,424	ADD
163	Quadcap Wealth Management, LLC	$190K	44,186	−5,141	TRIM
164	Connor, Clark & Lunn Investment Management Ltd.	$184K	42,817	−2,596,027	TRIM
165	Tower Research Capital LLC (TRC)	$179K	41,742	+10,960	ADD
166	West Tower Group, LLC	$172K	40,000	+20,000	ADD
167	EntryPoint Capital, LLC	$170K	39,594	+39,594	NEW
168	SIGNATUREFD, LLC	$167K	38,987	−1,852	TRIM
169	Lido Advisors, LLC	$160K	37,301	−32,928	TRIM
170	Marex Group Ltd	$158K	36,907	+19,819	ADD
171	XPONANCE LLC	$156K	36,476	+4,772	ADD
172	Clear Harbor Asset Management, LLC	$156K	36,415	+24,380	ADD
173	STIFEL FINANCIAL CORP	$153K	35,711	−3,718	TRIM
174	Squarepoint Ops LLC	$147K	34,168	−1,066,875	TRIM
175	AMERICAN CENTURY COMPANIES INC	$137K	31,933	+14,344	ADD
176	Caitong International Asset Management Co., Ltd	$136K	31,673	+31,673	NEW
177	SIG BROKERAGE, LP	$136K	31,591	−12,502	TRIM
178	CAPSTONE INVESTMENT ADVISORS, LLC	$135K	31,430	−26,058	TRIM
179	Diversified Trust Co	$133K	31,030	+3,733	ADD
180	American Alpha Advisors, LLC	$132K	30,850	—	NO PRIOR
181	RAYMOND JAMES FINANCIAL INC	$132K	30,841	+5,044	ADD
182	Kestra Advisory Services, LLC	$130K	30,385	+2,964	ADD
183	Compass Financial Group, INC/SD	$127K	29,711	0	NO CHANGE
184	Focus Partners Wealth	$123K	28,833	+15,203	ADD
185	PDT Partners, LLC	$121K	28,266	−596,020	TRIM
186	Baird Financial Group, Inc.	$119K	27,827	+27,827	NEW
187	Traynor Capital Management, Inc.	$117K	29,248	+5,000	ADD
188	Merit Financial Group, LLC	$115K	26,908	+26,908	NEW
189	Swiss Life Asset Management Ltd	$115K	26,745	+8,939	ADD
190	Krilogy Financial LLC	$112K	22,320	+22,320	NEW
191	Private Advisor Group, LLC	$108K	25,083	−35	TRIM
192	Universal- Beteiligungs- und Servicegesellschaft mbH	$107K	25,035	−139,633	TRIM
193	Pallas Capital Advisors LLC	$107K	24,827	+24,827	NEW
194	Cetera Investment Advisers	$100.0K	23,307	−8,685	TRIM
195	Oder Investment Management, LLC	$99.4K	23,162	−122,694	TRIM
196	Ensign Peak Advisors, Inc	$96.6K	22,515	0	NO CHANGE
197	CITIZENS FINANCIAL GROUP INC/RI	$95.4K	22,245	+461	ADD
198	Holocene Advisors, LP	$92.6K	21,592	+21,592	NEW
199	PRINCIPAL FINANCIAL GROUP INC	$91.2K	21,263	+1,967	ADD
200	Caerus Investment Advisors, LLC	$87.6K	20,427	+20,427	NEW
201	Wealthfront Advisers LLC	$82.0K	19,118	+2,595	ADD
202	Wedmont Private Capital	$78.9K	17,009	−234	TRIM
203	MSA Advisors, LLC	$78.1K	18,216	+18,216	NEW
204	Verdence Capital Advisors LLC	$73.7K	17,177	+2,407	ADD
205	HB Wealth Management, LLC	$72.7K	16,947	+16,947	NEW
206	PharVision Advisers, LLC	$72.5K	16,899	−38,986	TRIM
207	Jasper Ridge Partners, L.P.	$71.4K	16,637	0	NO CHANGE
208	Abel Hall, LLC	$68.5K	15,963	+15,963	NEW
209	Atria Investments, Inc	$68.3K	15,909	+15,909	NEW
210	CHOREO, LLC	$66.1K	15,397	−987	TRIM
211	Inscription Capital, LLC	$65.6K	15,301	+15,301	NEW
212	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$64.9K	15,134	+15,134	NEW
213	US BANCORP \DE\	$61.2K	14,267	−701	TRIM
214	EVOLVE PRIVATE WEALTH, LLC	$60.8K	14,177	+4,051	ADD
215	Krane Funds Advisors LLC	$60.4K	12,630	−424	TRIM
216	LVW Advisors, LLC	$57.6K	13,433	0	NO CHANGE
217	TD Waterhouse Canada Inc.	$55.1K	12,849	−19,229	TRIM
218	ENVESTNET ASSET MANAGEMENT INC	$55.0K	12,818	+12,818	NEW
219	MQS Management LLC	$55.0K	12,815	+12,815	NEW
220	Abundance Wealth Counselors	$54.8K	12,783	+1,456	ADD
221	FAS Wealth Partners, Inc.	$54.6K	12,736	0	NO CHANGE
222	TRUIST FINANCIAL CORP	$53.5K	12,466	−150	TRIM
223	NewEdge Advisors, LLC	$53.2K	12,405	+12,405	NEW
224	waypoint wealth counsel	$52.8K	12,297	+12,297	NEW
225	Meridian Wealth Advisors, LLC	$51.6K	12,020	+12,020	NEW
226	Gallagher Fiduciary Advisors, LLC	$51.0K	11,891	+11,891	NEW
227	CIBC Asset Management Inc	$50.3K	11,716	0	NO CHANGE
228	SummitTX Capital, L.P.	$49.8K	11,619	+11,619	NEW
229	Johnson & White Wealth Management, LLC	$49.8K	11,605	0	NO CHANGE
230	Moors & Cabot, Inc.	$48.6K	11,330	−2,600	TRIM
231	KINTRA WEALTH, LLC	$48.4K	11,274	+11,274	NEW
232	Wealthcare Advisory Partners LLC	$47.7K	11,122	+583	ADD
233	Investment Research Partners LLC	$47.6K	11,085	+11,085	NEW
234	BlackDiamond Wealth Management, LLC	$46.6K	10,862	+10,862	NEW
235	Orion Porfolio Solutions, LLC	$44.8K	10,445	−3,005	TRIM
236	Cresset Asset Management, LLC	$43.4K	10,112	−800	TRIM
237	Lotus Technology Management, LP	$43.3K	10,093	0	NO CHANGE
238	CORA CAPITAL ADVISORS LLC	$43.2K	10,066	+10,066	NEW
239	Larson Financial Group LLC	$38.2K	8,898	+8,389	ADD
240	Allworth Financial LP	$36.5K	8,507	+4,950	ADD
241	Rockefeller Capital Management L.P.	$33.1K	7,712	+4,167	ADD
242	MAI Capital Management	$32.2K	7,505	+1,478	ADD
243	Corient Private Wealth LLC	$27.2K	10,375	−49,610	TRIM
244	Arax Advisory Partners	$26.6K	6,203	+125	ADD
245	BNP Paribas Asset Management Holding S.A.	$25.8K	6,005	+935	ADD
246	Steward Partners Investment Advisory, LLC	$18.5K	4,316	−27,776	TRIM
247	SUMMIT SECURITIES GROUP LLC	$13.7K	3,192	+3,192	NEW
248	Siemens Fonds Invest GmbH	$10.9K	2,534	0	NO CHANGE
249	NATIONAL BANK OF CANADA /FI/	$9.7K	2,261	+248	ADD
250	EFG International AG	$6.2K	1,450	−392,739	TRIM
251	Optiver Holding B.V.	$5.9K	1,365	−6,944	TRIM
252	ALGERT GLOBAL LLC	$5.0K	1,163,104	−140,005	TRIM
253	Tradewinds Capital Management, LLC	$4.3K	1,000	0	NO CHANGE
254	FIFTH THIRD BANCORP	$3.6K	836	+836	NEW
255	Advocate Investing Services LLC	$3.3K	780	0	NO CHANGE
256	Asset Dedication, LLC	$3.1K	723	+712	ADD
257	HRT FINANCIAL LP	$2.9K	668,053	+668,053	NEW
258	Elequin Capital, LP	$2.9K	665	−1,071	TRIM
259	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.4K	549	−64	TRIM
260	Pinnacle Wealth Planning Services, Inc.	$2.1K	500	0	NO CHANGE
261	WealthCollab, LLC	$2.1K	500	0	NO CHANGE
262	SJS Investment Consulting Inc.	$1.9K	433	−83	TRIM
263	Penserra Capital Management LLC	$1.8K	428,854	−50,170	TRIM
264	Parkside Financial Bank & Trust	$1.7K	403	−1,143	TRIM
265	ENTRUST FINANCIAL LLC	$1.7K	400	+400	NEW
266	True Wealth Design, LLC	$1.7K	385	+196	ADD
267	Geneos Wealth Management Inc.	$1.4K	326	0	NO CHANGE
268	Bank Julius Baer & Co. Ltd, Zurich	$1.3K	300	0	NO CHANGE
269	Smartleaf Asset Management LLC	$1.3K	317	−694	TRIM
270	PayPay Securities Corp	$1.2K	234	+42	ADD
271	ACADIAN ASSET MANAGEMENT LLC	$1.0K	243,291	+70,178	ADD
272	Federation des caisses Desjardins du Quebec	$981	229	−45	TRIM
273	Purpose Unlimited Inc.	$857	200	0	NO CHANGE
274	HighMark Wealth Management LLC	$815	190	0	NO CHANGE
275	CVA Family Office, LLC	$695	162	+112	ADD
276	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$643	150	0	NO CHANGE
277	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$625	148	−200	TRIM
278	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$482	112	−50	TRIM
279	Clearstead Advisors, LLC	$429	100	−11	TRIM
280	Newton One Investments LLC	$429	100	0	NO CHANGE
281	Rachor Investment Advisory Services, LLC	$335	78	0	NO CHANGE
282	Owl Creek Wealth Partners LLC	$301	70	—	NO PRIOR
283	MCF Advisors LLC	$284	66	—	NO PRIOR
284	MV CAPITAL MANAGEMENT, INC.	$284	66	0	NO CHANGE
285	Addison Advisors LLC	$232	54	0	NO CHANGE
286	FARMERS & MERCHANTS INVESTMENTS INC	$215	50	0	NO CHANGE
287	Activest Wealth Management	$215	50	+50	NEW
288	CANADA LIFE ASSURANCE Co	$178	41,438	0	NO CHANGE
289	GHP Investment Advisors, Inc.	$151	35	0	NO CHANGE
290	Pillar Financial Advisors, LLC	$151	35	0	NO CHANGE
291	CHAPMAN FINANCIAL GROUP, LLC	$129	30	0	NO CHANGE
292	MidFirst Bank	$129	30	+30	NEW
293	DecisionPoint Financial, LLC	$125	29	0	NO CHANGE
294	Vanguard National Trust Co	$107	25	—	NO PRIOR
295	Vermillion Wealth Management, Inc.	$99	23	+1	ADD
296	State of Alaska, Department of Revenue	$88	20,547	0	NO CHANGE
297	GSA CAPITAL PARTNERS LLP	$77	18,026	−91,083	TRIM
298	Godfrey Financial Associates, Inc.	$60	14	0	NO CHANGE
299	Frazier Financial Advisors, LLC	$52	12	+12	NEW
300	KBC Group NV	$50	11,656	0	NO CHANGE
301	Investors Research Corp	$43	10	0	NO CHANGE
302	Stonehage Fleming Financial Services Holdings Ltd	$42	10	0	NO CHANGE
303	Atlantic Union Bankshares Corp	$22	5	−127	TRIM
304	Sachetta, LLC	$22	5	−2,000	TRIM
305	Smallwood Wealth Investment Management, LLC	$21	5	0	NO CHANGE
306	Bayforest Capital Ltd	$21	5	−96,498	TRIM
307	DHJJ Financial Advisors, Ltd.	$18	4	0	NO CHANGE
308	CDKV HOLDINGS LLC	$18	4	0	NO CHANGE
309	FINANCIAL CONSULATE, INC	$13	3	0	NO CHANGE
310	Rakuten Securities, Inc.	$13	3	−11,948	TRIM
311	Winthrop Capital Management, LLC	$11	2,600	0	NO CHANGE
312	Annis Gardner Whiting Capital Advisors, LLC	$9	2	0	NO CHANGE
313	Physician Wealth Advisors, Inc.	$5	1	0	NO CHANGE
314	ASSETMARK, INC	$4	1	−200	TRIM
315	HAZLETT, BURT & WATSON, INC.	$1	150	0	NO CHANGE
316	Smithfield Trust Co	$1	252	0	NO CHANGE
317	Capital Analysts, LLC	$1	132	0	NO CHANGE
318	Capital Advisors, Ltd. LLC	$0	76	0	NO CHANGE
319	Avion Wealth	$0	100	0	NO CHANGE
320	VANGUARD GROUP INC	—	—	—	n/c
321	COMERICA BANK	—	—	—	n/c
322	VIRGINIA RETIREMENT SYSTEMS ET Al	—	—	—	n/c
323	CIBC WORLD MARKETS CORP	—	—	—	n/c
324	CIBC Private Wealth Group LLC	—	—	—	n/c
325	Global Retirement Partners, LLC	—	—	—	n/c
326	SageView Advisory Group, LLC	—	—	—	n/c
327	SHERBROOKE PARK ADVISERS LLC	—	—	—	n/c
328	CENTRAL TRUST Co	—	—	−5	EXIT
329	Jefferies Financial Group Inc.	—	—	−30,377	EXIT
330	DIMENSIONAL FUND ADVISORS LP	—	—	−112,706	EXIT
331	TEACHER RETIREMENT SYSTEM OF TEXAS	—	—	−12,513	EXIT
332	HARBOUR INVESTMENTS, INC.	—	—	−1,369	EXIT
333	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	—	—	−67,692	EXIT
334	BLAIR WILLIAM & CO/IL	—	—	−6,393	EXIT
335	MACKENZIE FINANCIAL CORP	—	—	−256,486	EXIT
336	POLEN CAPITAL MANAGEMENT LLC	—	—	−36,795	EXIT
337	EMINENCE CAPITAL, LP	—	—	−18,154,907	EXIT
338	FIRST TRUST ADVISORS LP	—	—	−700,702	EXIT
339	EASTERN BANK	—	—	−3	EXIT
340	LAZARD ASSET MANAGEMENT LLC	—	—	−39,570	EXIT
341	BALYASNY ASSET MANAGEMENT L.P.	—	—	−30,891	EXIT
342	GUGGENHEIM CAPITAL LLC	—	—	−10,047	EXIT
343	Magnetar Financial LLC	—	—	−11,630	EXIT
344	NORGES BANK	—	—	−3,862,925	EXIT
345	PEAK6 LLC	—	—	−115,874	EXIT
346	Capital World Investors	—	—	−7,742,528	EXIT
347	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	—	—	−12,871	EXIT
348	TWO SIGMA SECURITIES, LLC	—	—	−35,531	EXIT
349	TWO SIGMA ADVISERS, LP	—	—	−2,245,600	EXIT
350	State of New Jersey Common Pension Fund D	—	—	−303,356	EXIT
351	Leonteq Securities AG	—	—	−146	EXIT
352	JFS WEALTH ADVISORS, LLC	—	—	−34	EXIT
353	Carmignac Gestion	—	—	−366,439	EXIT
354	Alpine Global Management, LLC	—	—	−29,701	EXIT
355	VIRTUS ADVISERS, LLC	—	—	−4,420	EXIT
356	Point72 Asset Management, L.P.	—	—	−1,624,579	EXIT
357	Engineers Gate Manager LP	—	—	−681,516	EXIT
358	Versor Investments LP	—	—	−49,800	EXIT
359	QUADRANT CAPITAL GROUP LLC	—	—	−333	EXIT
360	Sender Co & Partners, Inc.	—	—	−43,110	EXIT
361	Bridgefront Capital, LLC	—	—	−67,689	EXIT
362	Atom Investors LP	—	—	−117,404	EXIT
363	DeepCurrents Investment Group LLC	—	—	−17,679	EXIT
364	Laurel Wealth Advisors LLC	—	—	−5	EXIT
365	Qsemble Capital Management, LP	—	—	−52,327	EXIT
366	Woodline Partners LP	—	—	−1,011,021	EXIT
367	Key FInancial Inc	—	—	−17	EXIT
368	Keebeck Wealth Management	—	—	−200,000	EXIT
369	Aquatic Capital Management LLC	—	—	−360,664	EXIT
370	Concord Wealth Partners	—	—	−2	EXIT
371	Patient Capital Management, LLC	—	—	−1,880,356	EXIT
372	NewEdge Wealth, LLC	—	—	−176,421	EXIT
373	AlphaQuest LLC	—	—	−21,189	EXIT
374	Allspring Global Investments Holdings, LLC	—	—	−132,017	EXIT
375	Dunhill Financial, LLC	—	—	−11	EXIT
376	Quarry LP	—	—	−3,774	EXIT
377	Vinva Investment Management Ltd	—	—	−34,639	EXIT
378	Compound Planning, Inc.	—	—	−10,909	EXIT
379	DiNuzzo Private Wealth, Inc.	—	—	−18	EXIT
380	Susquehanna Portfolio Strategies, LLC	—	—	−528,311	EXIT
381	American Capital Advisory, LLC	—	—	−25	EXIT
382	Jain Global LLC	—	—	−2,535,324	EXIT
383	Havemeyer Place LP	—	—	−187,368	EXIT
384	Aster Capital Management (DIFC) Ltd	—	—	−11,355	EXIT
385	Rialto Wealth Management, LLC	—	—	−102	EXIT
386	HFM Investment Advisors, LLC	—	—	−2	EXIT

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PTON

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Maria Elvira Salazar R–FL-27 $1K–$15K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Coatue Management, Bridgewater Associates $14.1M held
Trimming: 1 Gotham Asset Management $2.4M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · PELOTON INTERACTIVE INC

Merged timeline of congressional filings and notable-manager moves on PTON
Date	Who	Change	Size
2026-10-07	Maria Elvira Salazar Congress	SELL	$1K–$15K
2026-05-15	Coatue Management 13F	NEW	+2,500,000 sh
2026-05-15	Bridgewater Associates 13F	NEW	+782,897 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−353,830 sh

4 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.