PTON β€” PELOTON INTERACTIVE INC

Ownership history in Scarborough Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Scarborough Advisors, LLC reported PELOTON INTERACTIVE INC (PTON) in 4 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows PTON at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PTON ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scarborough Advisors, LLC's position in PELOTON INTERACTIVE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

PTON was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Scarborough Advisors, LLC held PTON β€” position size vs. price
% of Fund (quarterly)    PTON price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 4,500 +590 +15.1% 0.01% $31K 2025-08-05 $7.11
2024 Q2 ADDED 3,910 +2,500 +177.3% 0.01% $13K 2024-08-08 $2.98
2024 Q1 REDUCED 1,410 -2,288 -61.9% 0.00% $6K 2024-05-10 $4.21
2023 Q4 INITIATED 3,698 β€” β€” 0.07% $209K 2024-02-22 $4.27

FAQ About Scarborough Advisors, LLC and PTON

These are the practical questions this page is built to answer before you even open the full history table.

How long has Scarborough Advisors, LLC reported owning PTON?

Scarborough Advisors, LLC reported PTON across 4 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported PTON position in Scarborough Advisors, LLC's portfolio?

The largest reported portfolio weight for PTON was 0.07% in 2023 Q4.

What is the latest reported PTON position on this page?

The most recent filing on this page is 2025 Q2, when Scarborough Advisors, LLC reported 4,500 shares, equal to 0.01% of portfolio, with an estimated market value of $31K.

What does the chart on this PTON ownership page compare?

The chart compares Scarborough Advisors, LLC's quarterly PTON portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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