Follow-The-Filings

Security · featured owners

PTON Peloton Interactive Inc.

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

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

PTON (Peloton Interactive Inc.) is held in 2 featured 13F books as of 2026 Q2. David Witzke - Avidity Partners Management is the largest tracked holder by portfolio weight (0.09%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (David Witzke - Avidity Partners Management) · 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 · 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%, was 0.17% Reduce −50.0% 100,000 $591K History
David Einhorn - DME Capital Management exited 2026 Q2 Last 2026 Q1 1.4% Exit −1.36% 10,113,940 $43M History

2 current · 1 exited last period · options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
8-K 5.02,7.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 15, 2026 · 2 forms Filing Doc
4 Period Sep 9, 2026 · 5 forms Filing Doc
4 Period Sep 7, 2026 · 5 forms Filing Doc
4 Period Aug 19, 2026 · 2 forms Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 15, 2026 · 5 forms Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 14, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

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 $0.924B $1.21B $1.27B $1.29B
Gross margin * 33.0% 44.7% 50.9% 52.6%
Net income -$1.26B -$0.552B -$0.119B $0.063B
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 $0.919B $0.688B $0.566B
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

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

Ownership over time

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