Jefferies Financial Group
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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
Q3 		– Sell
-393,350
Closed -$2.32M – 1704
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 $6.79T AUM 37.06% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $38B AUM 25.01% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quinn Opportunity Partners
Quinn Opportunity Partners Charlottesville, Virginia $1.85B AUM 1.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Jefferies Financial Group's PTON Position: Q3 2026 in Review

Jefferies Financial Group sold out of Peloton Interactive (PTON) in Q3 2026, closing a stake of 393,350 shares — an estimated $2.32M sold.

Jefferies Financial Group first reported a position in PTON in Q1 2023 and held it in 9 quarters. The position peaked at $2.32M in Q2 2026. 341 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Jefferies Financial Group reported no remaining Peloton Interactive position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 393,350 Peloton Interactive shares in Q3 2026, an estimated $2.32M.
  • Jefferies Financial Group first reported a position in Peloton Interactive in Q1 2023 and held it in 9 quarters.
  • Jefferies Financial Group's Peloton Interactive position peaked at $2.32M in Q2 2026.
  • 341 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.