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
2025 Q3	–	Sell	-33,300	Closed	-$231K	–	1633
2025 Q2	$231K	Buy	+33,300	New	+$216K	﹤0.01%	1093
2023 Q4	–	Sell	-250,000	Closed	-$1.26M	–	1933
2023 Q3	$1.26M	Hold	250,000	–	–	0.01%	757
2023 Q2	$1.92M	Buy	250,000 +50,000	+25%	+$425K	0.02%	669
2023 Q1	$2.27M	Buy	+200,000	New	+$2.41M	0.02%	616

Other funds holding PTON

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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.