Guru Ownership Trend
Guru Analysis for Peloton Interactive, Inc. (PTON)
Peloton Interactive, Inc. (PTON), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $90.66 M.
Top institutional holders include David Einhorn and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $35.41 M net inflow during the quarter.
Recent activity highlights David Einhorn who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 66.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Peloton Interactive, Inc. (PTON)
Major holders include David Einhorn ($43.39 M), Cliff Asness ($12.22 M), Paul Tudor Jones ($3.67 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 15.85 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.41 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited PTON. The total reported sell value was $19.09 M.
Yes, 1 managers opened new positions in PTON, and 3 increased their existing holdings. The total reported buy value was $54.5 M.
