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Jefferies Financial Group’s Peloton Interactive PTON Stock Holding History

Jefferies Financial Group’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
Q2 		$2.32M Buy
+393,350
New +$2.12M 0.02% 636
2026
Q1 		– Sell
-30,377
Closed -$187K – 2116
2025
Q4 		$187K Sell
30,377
-19,623
-39% -$138K ﹤0.01% 1634
2025
Q3 		$450K Buy
50,000
+15,000
+43% +$112K ﹤0.01% 1111
2025
Q2 		$243K Buy
+35,000
New +$227K ﹤0.01% 1083
2025
Q1 		– Sell
-25,815
Closed -$225K – 1922
2024
Q4 		$225K Buy
+25,815
New +$201K ﹤0.01% 1356
2024
Q2 		– Sell
-75,000
Closed -$321K – 1791
2024
Q1 		$321K Buy
+75,000
New +$370K ﹤0.01% 1191
2023
Q4 		– Sell
-100,001
Closed -$505K – 1932
2023
Q3 		$505K Buy
100,001
+60,001
+150% +$427K ﹤0.01% 1056
2023
Q2 		$308K Buy
40,000
+6,890
+21% +$58.5K ﹤0.01% 1315
2023
Q1 		$375K Buy
+33,110
New +$398K ﹤0.01% 1172

Other funds holding PTON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

Jefferies Financial Group's PTON Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Peloton Interactive (PTON) in Q2 2026: 393,350 shares worth $2.32M. The stake represents 0.02% of the portfolio and ranks #636 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in PTON as recently as Q4 2025.

Jefferies Financial Group first reported a position in PTON in Q1 2023 and has held it in 9 quarters since. 465 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

  • Jefferies Financial Group held 393,350 shares of Peloton Interactive worth $2.32M as of Q2 2026.
  • Peloton Interactive was a new Jefferies Financial Group position in Q2 2026.
  • Peloton Interactive made up 0.02% of Jefferies Financial Group's portfolio in Q2 2026, its #636 holding.
  • Jefferies Financial Group first reported a position in Peloton Interactive in Q1 2023 and has held it in 9 quarters since.
  • 465 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.