Kirr Marbach & Co
PTON icon

Kirr Marbach & Co’s Peloton Interactive PTON Stock Holding History

Kirr Marbach & Co’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 		$2.45M Buy
491,557
+6,992
+1% +$39.1K 0.46% 41
2026
Q2 		$2.86M Buy
484,565
+1,059
+0.2% +$5.71K 0.48% 42
2026
Q1 		$2.07M Buy
483,506
+40,150
+9% +$196K 0.38% 42
2025
Q4 		$2.73M Sell
443,356
-28,590
-6% -$201K 0.52% 39
2025
Q3 		$4.25M Buy
471,946
+1,464
+0.3% +$10.9K 0.77% 35
2025
Q2 		$3.27M Buy
+470,482
New +$3.06M 0.65% 38

Other funds holding PTON

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
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

Kirr Marbach & Co's PTON Position: Q3 2026 in Review

Kirr Marbach & Co increased its Peloton Interactive (PTON) stake by 1.4% in Q3 2026, buying an estimated $39.1K and bringing the position to 491,557 shares worth $2.45M. The position accounts for 0.46% of the portfolio, ranked #41.

Kirr Marbach & Co first reported a position in PTON in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.25M in Q3 2025. 148 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

  • Kirr Marbach & Co held 491,557 shares of Peloton Interactive worth $2.45M as of Q3 2026.
  • Kirr Marbach & Co bought 6,992 Peloton Interactive shares in Q3 2026, an estimated $39.1K.
  • Peloton Interactive made up 0.46% of Kirr Marbach & Co's portfolio in Q3 2026, its #41 holding.
  • Kirr Marbach & Co first reported a position in Peloton Interactive in Q2 2025 and has held it in 6 quarters since.
  • Kirr Marbach & Co's Peloton Interactive position peaked at $4.25M in Q3 2025.
  • 148 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

Based on Kirr Marbach & Co's 13F filing for Q3 2026, filed 20 Oct 2026.