Select Equity Group’s Peloton Interactive PTON Stock Holding History

Select Equity 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
2026 Q2	$5.9M	Sell	998,069 -810,405	-45%	-$4.37M	0.03%	143
2026 Q1	$7.76M	Buy	1,808,474 +557,843	+45%	+$2.72M	0.04%	145
2025 Q4	$7.7M	Buy	1,250,631 +147,820	+13%	+$1.04M	0.03%	154
2025 Q3	$9.93M	Buy	1,102,811 +589,897	+115%	+$4.39M	0.04%	136
2025 Q2	$3.56M	Buy	+512,914	New	+$3.33M	0.01%	144
2024 Q4	–	Sell	-41,733	Closed	-$195K	–	166
2024 Q3	$195K	Sell	41,733 -500,204	-92%	-$1.97M	﹤0.01%	148
2024 Q2	$1.83M	Buy	+541,937	New	+$1.94M	0.01%	138

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 $3.37T AUM 44.26% 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

Select Equity Group's PTON Position: Q2 2026 in Review

Select Equity Group reduced its Peloton Interactive (PTON) stake by 45% in Q2 2026, selling an estimated $4.37M and leaving 998,069 shares worth $5.9M. The position accounts for 0.03% of the portfolio, ranked #143.

Select Equity Group first reported a position in PTON in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.93M in Q3 2025. 464 funds tracked by Wall St. Rank hold PTON as of Q2 2026.

Select Equity Group held 998,069 shares of Peloton Interactive worth $5.9M as of Q2 2026.
Select Equity Group sold 810,405 Peloton Interactive shares in Q2 2026, an estimated $4.37M.
Peloton Interactive made up 0.03% of Select Equity Group's portfolio in Q2 2026, its #143 holding.
Select Equity Group first reported a position in Peloton Interactive in Q2 2024 and has held it in 7 quarters since.
Select Equity Group's Peloton Interactive position peaked at $9.93M in Q3 2025.
464 funds tracked by Wall St. Rank held Peloton Interactive as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.