Dimensional Fund Advisors
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Dimensional Fund Advisors’s Peloton Interactive PTON Stock Holding History

Dimensional Fund Advisors’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.3M Buy
4,466,404
+2,392,126
+115% +$13.4M ﹤0.01% 1966
2026
Q2 		$12.3M Buy
+2,074,278
New +$11.2M ﹤0.01% 2225
2026
Q1 		– Sell
-112,706
Closed -$694K – 3274
2025
Q4 		$694K Buy
112,706
+8,379
+8% +$59K ﹤0.01% 2919
2025
Q3 		$939K Buy
104,327
+12,707
+14% +$94.6K ﹤0.01% 2899
2025
Q2 		$636K Buy
91,620
+5,595
+7% +$36.3K ﹤0.01% 2955
2025
Q1 		$544K Buy
+86,025
New +$675K ﹤0.01% 2988
2022
Q3 		$1.56M Sell
224,996
-26,308
-10% -$267K ﹤0.01% 2783
2022
Q2 		$2.31M Sell
251,304
-54,614
-18% -$876K ﹤0.01% 2703
2022
Q1 		$8.08M Sell
305,918
-20,763
-6% -$595K ﹤0.01% 2378
2021
Q4 		$11.7M Buy
326,681
+2,711
+0.8% +$166K ﹤0.01% 2243
2021
Q3 		$28.2M Buy
323,970
+26,455
+9% +$2.92M 0.01% 1818
2021
Q2 		$36.9M Buy
297,515
+271,495
+1,043% +$28.9M 0.01% 1683
2021
Q1 		$2.93M Sell
26,020
-1,105
-4% -$147K ﹤0.01% 2748
2020
Q4 		$4.12M Sell
27,125
-291
-1% -$35.4K ﹤0.01% 2591
2020
Q3 		$2.72M Buy
27,416
+21,567
+369% +$1.59M ﹤0.01% 2656
2020
Q2 		$338K Buy
+5,849
New +$242K ﹤0.01% 3142

Other funds holding PTON

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Dimensional Fund Advisors's PTON Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Peloton Interactive (PTON) stake by 115% in Q3 2026, buying an estimated $13.4M and bringing the position to 4,466,404 shares worth $22.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Dimensional Fund Advisors first reported a position in PTON in Q2 2020 and has held it in 16 quarters since. The position peaked at $36.9M in Q2 2021. 148 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Dimensional Fund Advisors held 4,466,404 shares of Peloton Interactive worth $22.3M as of Q3 2026.
  • Dimensional Fund Advisors bought 2,392,126 Peloton Interactive shares in Q3 2026, an estimated $13.4M.
  • Peloton Interactive made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #1966 holding.
  • Dimensional Fund Advisors first reported a position in Peloton Interactive in Q2 2020 and has held it in 16 quarters since.
  • Dimensional Fund Advisors's Peloton Interactive position peaked at $36.9M in Q2 2021.
  • 148 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.