Jefferies Group's PTON Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 50,000 shares of Peloton Interactive, Inc. (PTON) worth $450,000, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PTON, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 60,001 shares. Largest reduction occurred in Q4 2024, reducing 49,185 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Peloton Interactive (PTON) Holding Value Over Time
Track share changes against reported price movement
Quarterly Peloton Interactive (PTON) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +33,110 | New Buy | 33,110 | $11.34 |
| Q2 2023 | +6,890 | Add 20.81% | 40,000 | $7.69 |
| Q3 2023 | +60,001 | Add 150.00% | 100,001 | $5.05 |
| Q4 2023 | -100,001 | Sold Out | 100,001 | $0.00 |
| Q1 2024 | +75,000 | New Buy | 75,000 | $4.28 |
| Q2 2024 | -75,000 | Sold Out | 75,000 | $0.00 |
| Q4 2024 | +25,815 | New Buy | 25,815 | $8.70 |
| Q1 2025 | -25,815 | Sold Out | 25,815 | $0.00 |
| Q2 2025 | +35,000 | New Buy | 35,000 | $6.94 |
| Q3 2025 | +15,000 | Add 42.86% | 50,000 | $9.00 |
Jefferies Group's Peloton Interactive Investment FAQs
Jefferies Group first purchased Peloton Interactive, Inc. (PTON) in Q1 2023, acquiring 33,110 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Peloton Interactive, Inc. (PTON) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Peloton Interactive, Inc. (PTON) was in Q1 2024, adding 75,000 shares worth $321,375. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 50,000 shares of Peloton Interactive, Inc. (PTON), valued at approximately $450,000. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Peloton Interactive, Inc. (PTON) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Peloton Interactive, Inc. (PTON) was 100,001 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.