LPL Financial
PTON icon

LPL Financial’s Peloton Interactive PTON Stock Holding History

LPL Financial’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
-10,000
Closed -$69.4K – 5955
2025
Q2 		$69.4K Buy
+10,000
New +$65K ﹤0.01% 5321

Other funds holding PTON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

LPL Financial's PTON Position: Q1 2026 in Review

LPL Financial reduced its Peloton Interactive (PTON) stake by 36% in Q1 2026, selling an estimated $264K and leaving 94,841 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #4951.

LPL Financial first reported a position in PTON in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.75M in Q3 2020. 438 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

  • LPL Financial held 94,841 shares of Peloton Interactive worth $407K as of Q1 2026.
  • LPL Financial sold 54,053 Peloton Interactive shares in Q1 2026, an estimated $264K.
  • Peloton Interactive made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4951 holding.
  • LPL Financial first reported a position in Peloton Interactive in Q1 2020 and has held it in 25 quarters since.
  • LPL Financial's Peloton Interactive position peaked at $6.75M in Q3 2020.
  • 438 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.