Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PELOTON INTERACTIVE INC (PTON)

451 + Investors. Track Smart Money conviction in PTON. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -28
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — PTON

Based on 419 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PTON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
419 funds currently hold this stock — 94% of the 3.0-year high of 447 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PTON is almost the same as a year ago (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

216 buying246 selling
Last quarter: 246 funds reduced or exited vs 216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 89 → 66 → 78 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
266 out of 419 hedge funds have held PTON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -5%, value -35%

Value
-34%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~70 new funds/quarter

113 → 89 → 66 → 78 → 70 new funds/Q
New funds entering each quarter: 89 → 66 → 78 → 70. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 8% 1-2yr ■ 20% new
Of 451 current holders: 325 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
40 of 419 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PTON

How many hedge funds hold PTON — quarterly history vs. share price
Quarterly hedge fund ownership of PTON vs. share price

Market Analysis: PTON

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTON

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PTON
2026 Q1 Stats Unlock in 22 days 451 + Investors

Track Smart Money conviction in PTON. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 451 500 -9.8%
13F Shares 387M 409M -5.43%
Total Value $2.33B $3.57B -34.84%
New Positions 70 87 -17
Increased Positions 195 212 -17
Closed Positions 108 64 +44
Reduced Positions 198 199 -1
Total Calls 17 38 -55.26%
Total Puts 22 28 -21.43%
PUT/CALL Ratio 1.29 0.74 Bearish

Statistics: PTON

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

451 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTON. Verified SEC 13F-HR filings.

Top 25 institutional holders of PTON — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Benefit Street Partners LLC 1.24% 250,000 $1.1M
2 HENNESSY ADVISORS INC 0.70% 4,487,400 $19.3M
3 KIRR MARBACH & CO LLC /IN/ 0.38% 483,506 $2.1M
4 PayPay Securities Corp 0.04% 234 $1K
5 ALBION FINANCIAL GROUP /UT 0.04% 145,000 $622K
6 MQS Management LLC 0.04% 12,815 $55K
7 Joel Isaacson & Co., LLC 0.03% 200,166 $859K
8 waypoint wealth counsel 0.03% 12,297 $53K
9 Johnson & White Wealth Management, LLC 0.02% 11,605 $50K
10 Parkside Investments, LLC 0.02% 30,500 $131K
11 CORA CAPITAL ADVISORS LLC 0.01% 10,066 $43K
12 Concurrent Investment Advisors, LLC 0.01% 229,549 $985K
13 Quent Capital, LLC 0.01% 28,921 $124K
14 Abundance Wealth Counselors 0.01% 12,783 $55K
15 Kohmann Bosshard Financial Services, LLC 0.01% 20,200 $87K
16 Inscription Capital, LLC 0.01% 15,301 $66K
17 LVW Advisors, LLC 0.01% 13,433 $58K
18 PRAXIS INVESTMENT MANAGEMENT INC 0.01% 19,905 —
19 Pallas Capital Advisors LLC 0.00% 24,827 $107K
20 Krilogy Financial LLC 0.00% 22,320 $112K
21 Perigon Wealth Management, LLC 0.00% 44,291 $190K
22 EVOLVE PRIVATE WEALTH, LLC 0.00% 14,177 $61K
23 Advocate Investing Services LLC 0.00% 780 $3K
24 Winthrop Capital Management, LLC 0.00% 2,600 —
25 Marex Group plc 0.00% 29,505 $100K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PELOTON INTERACTIVE INC (PTON)

What does the Smart Money Trend signal show for PTON?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PTON positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PTON?

More sellers than buyers — 47% buying: Last quarter: 246 funds reduced or exited vs 216 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PTON holders?

Strong quality — 38% AUM from major funds: 40 of 419 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PTON?

63% of holders stayed for 2+ years: 266 out of 419 hedge funds have held PTON for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.