Follow-The-Filings

Security · featured owners

PTON Peloton Interactive Inc.

CL A COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.1%
  • $15M
  • 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (David Witzke - Avidity Pa...) · not free-float ownership

  1. David Witzke reduce 0.09%
  2. Philippe Laffont 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Philippe Laffont - Coatue Management 2026 Q2 0.03% Hold 2,500,000 $15M history
David Witzke - Avidity Partners Management 2026 Q2 0.09% Reduce −50.0% 100,000 $591K history
David Einhorn - DME Capital Management exited 2026 Q2 last 2026 Q1 1.4% Exit −1.36 pp 10,113,940 $43M history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $2.8B $2.7B $2.49B $2.45B
Gross profit $923.5M $1.21B $1.27B $1.29B
Gross margin * 33.0% 44.7% 50.9% 52.6%
Net income -$1.26B -$551.9M -$118.9M $63.2M
Net margin * -45.1% -20.4% -4.8% 2.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.64B $1.27B $1.44B $1.49B
Total non-current assets * $1.13B $919.2M $687.7M $566.5M
Total assets $2.77B $2.19B $2.13B $2.06B
Total current liabilities $761.4M $685.2M $803.9M $525M
Total non-current liabilities * $2.3B $2.02B $1.74B $1.67B
Total equity -$295.1M -$519.1M -$413.8M -$139.7M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$387.6M -$66.1M $333M $387.6M
Cash from investing -$69.9M $26.8M -$5.1M -$21.4M
Cash from financing $76.8M -$94.4M $1.7M -$207.6M
Net change in cash -$372.2M -$134.6M $334.9M $161.7M

ownership over time

filing count by report period · click a bar for that quarter’s holders