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Root Financial Partners’s Peloton Interactive PTON Stock Holding History

Root Financial Partners’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 		$579 Sell
135
-73
-35% -$356 ﹤0.01% 2816
2025
Q4 		$1.28K Buy
208
+54
+35% +$380 ﹤0.01% 2059
2025
Q3 		$1.39K Buy
+154
New +$1.15K ﹤0.01% 2013

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

Root Financial Partners's PTON Position: Q1 2026 in Review

Root Financial Partners reduced its Peloton Interactive (PTON) stake by 35% in Q1 2026, selling an estimated $356 and leaving 135 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Root Financial Partners first reported a position in PTON in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.39K in Q3 2025. 437 funds tracked by Wall St. Rank hold PTON as of Q1 2026.

  • Root Financial Partners held 135 shares of Peloton Interactive worth $579 as of Q1 2026.
  • Root Financial Partners sold 73 Peloton Interactive shares in Q1 2026, an estimated $356.
  • Peloton Interactive made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2816 holding.
  • Root Financial Partners first reported a position in Peloton Interactive in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Peloton Interactive position peaked at $1.39K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Peloton Interactive as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.