Peloton Interactive

PTON

Market cap $2.65B

PTON Hedge Fund Activity: Q1 2026 in Review

437 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2026, worth a combined $1.55B — down 32% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new PTON positions and 76 closed out — a net gain of 6 holders — while 146 added to existing stakes and 118 trimmed.

The largest buyer was DnB Asset Management, adding an estimated $58.1M. The largest seller was Fidelity Investments, cutting an estimated $122M.

• 437 institutional investors held Peloton Interactive (PTON) as of Q1 2026, down from 441 in Q4 2025.
• Funds reported $1.55B of Peloton Interactive stock for Q1 2026, down 32% quarter-over-quarter.
• 82 funds opened new Peloton Interactive positions in Q1 2026 and 76 closed out, a net change of +6 holders.
• The largest Peloton Interactive buyer in Q1 2026 was DnB Asset Management, an estimated $58.1M added.
• The largest Peloton Interactive seller in Q1 2026 was Fidelity Investments, an estimated $122M sold.

Based on aggregated 13F filings for Q1 2026.