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Mackenzie Financial’s
Peloton Interactive
PTON
Stock Holding History
Mackenzie 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
2026
Q1
–
Sell
-256,486
Closed
-$1.59M
–
1691
2025
Q4
$1.59M
Buy
256,486
+3,314
+1%
+$23.3K
﹤0.01%
933
2025
Q3
$2.28M
Buy
253,172
+7,170
+3%
+$53.4K
﹤0.01%
796
2025
Q2
$1.71M
Buy
246,002
+30,315
+14%
+$197K
﹤0.01%
846
2025
Q1
$1.36M
Buy
215,687
+86,877
+67%
+$682K
﹤0.01%
891
2024
Q4
$1.12M
Buy
128,810
+107,264
+498%
+$836K
﹤0.01%
914
2024
Q3
$101K
Buy
+21,546
New
+$84.7K
﹤0.01%
1480
2022
Q2
–
Sell
-79,268
Closed
-$2.09M
–
1528
2022
Q1
$2.09M
Sell
79,268
-3,460
-4%
-$99.2K
﹤0.01%
747
2021
Q4
$2.96M
Buy
82,728
+5,588
+7%
+$341K
﹤0.01%
682
2021
Q3
$6.71M
Sell
77,140
-5,882
-7%
-$650K
0.01%
518
2021
Q2
$10.3M
Buy
83,022
+40,076
+93%
+$4.27M
0.01%
447
2021
Q1
$4.83M
Buy
42,946
+19,237
+81%
+$2.55M
0.01%
541
2020
Q4
$3.6M
Buy
+23,709
New
+$2.89M
0.01%
503
Other funds holding PTON
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$5.7T AUM
30.48%
1-Year Est. Return
DnB Asset Management
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$28B AUM
26%
1-Year Est. Return
VPM
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$1.91T AUM
VCM
Vanguard Capital Management
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$4.04T AUM
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
QOP
Quinn Opportunity Partners
Charlottesville, Virginia
$1.9B AUM
31.26%
1-Year Est. Return
Alyeska Investment Group
Chicago, Illinois
$35.3B AUM
33.54%
1-Year Est. Return
NCM
Nantahala Capital Management
New Canaan, Connecticut
$1.6B AUM
121.58%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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