Comparable stake leader
Nantahala Capital Management, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001639825.
Comparable stake leader
Nantahala Capital Management, LLC
Disclosed value leader
Nantahala Capital Management, LLC
Comparable rows
50/50
Latest evidence
31 Mar 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC |
13D/G
13F
Company
|
7.3%
|
$141,910,386
29,938,900 shares
|
+$83,539,168 | 31 Mar 2026 |
| DnB Asset Management AS |
13D/G
13F
Company
|
6.6%
|
$107,528,526
22,685,343 shares
|
$0 | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.2%
|
$90,534,766
21,103,675 shares
|
$0 | 31 Mar 2026 |
| D. E. SHAW & CO, L.P. |
13D/G
|
4%
|
$101,364,952
15,358,326 shares
|
-$20,504,345 | 31 Mar 2025 |
| MORGAN STANLEY |
13D/G
13F
Company
|
3.9%
|
$95,315,741
14,441,779 shares
|
$0 | 31 Mar 2025 |
| T. Rowe Price Investment Management, Inc. |
13D/G
13F
Company
|
2.2%
|
$62,571,292
8,938,756 shares
|
-$89,753,454 | 31 Dec 2025 |
| FMR LLC |
13D/G
13F
Company
|
0.7%
|
$14,762,741
2,780,177 shares
|
-$125,784,629 | 31 Mar 2026 |
| Jay C. Hoag |
3/4/5
Director
|
1.6%
|
$49,235,205
6,394,883 shares
mixed-class rows
|
— | 09 Dec 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$30,779,489.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 255,498 | $0 | $1,245,338 | -$1,245,338 |
| 3-6 | 0 | 1,235,776 | $0 | $6,025,225 | -$6,025,225 |
| 6-9 | 0 | 2,078,386 | $0 | $15,603,288 | -$15,603,288 |
| 9-12 | 0 | 991,944 | $0 | $7,905,638 | -$7,905,638 |
Reporting owners
Showing 1-20 of 31 reporting-owner rows connected to PELOTON INTERACTIVE, INC.. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| TCV IX Cycle, L.P. | May be part of 13(d) group, 10%+ Owner | $116,675,697 | Mixed | 16 Nov 2021 | ||
| Jay C. Hoag | Director | $49,235,205 | Mixed | 09 Dec 2025 | ||
| John P. Foley | Executive Chair, Director | $48,703,259 | Mixed | 14 Mar 2022 | ||
| TCV X Cycle, L.P. | May be part of 13(d) group | $36,158,862 | Mixed | 16 Nov 2021 | ||
| Andrew S. Rendich | Chief Supply Chain Officer | $12,635,619 | Mixed | 26 Feb 2025 | ||
| Nick V Caldwell | Chief Product Officer | $11,925,451 | -$4,923,109 | -29% | Mixed | 15 May 2026 |
| Peter C. Stern | President and CEO, Director | $11,353,001 | -$2,293,935 | -17% | Mixed | 15 May 2026 |
| Jon Callaghan | Former Director | $8,068,700 | Mixed | 03 Dec 2024 | ||
| Jennifer Cunningham Cotter | Chief Content Officer | $7,422,736 | -$7,283,304 | -50% | Mixed | 20 Feb 2026 |
| Howard C. Draft | Director | $4,919,240 | Mixed | 17 Sep 2021 | ||
| Thomas Cortese | Chief Product Officer | $4,572,360 | Mixed | 01 Sep 2023 | ||
| Leslie Berland | Chief Marketing Officer | $4,448,862 | Mixed | 15 Nov 2023 | ||
| Saqib Baig | Interim CFO, CAO | $2,584,552 | -$1,343,608 | -34% | Mixed | 22 May 2026 |
| Elizabeth F. Coddington | Chief Financial Officer | $2,046,046 | -$6,809,003 | -77% | Mixed | 13 Mar 2026 |
| Kevin Cornils | Chief Commercial Officer | $1,465,092 | Mixed | 01 Sep 2022 | ||
| Erik C. Blachford | Director | $1,457,383 | Mixed | 07 Dec 2021 | ||
| Karen Boone | Director | $1,252,387 | -$185,858 | -13% | Mixed | 09 Mar 2026 |
| Chris Bruzzo | Director | $1,109,806 | Mixed | 09 Mar 2026 | ||
| Hisao Kushi | Chief Legal Officer | $1,065,525 | Mixed | 01 Sep 2022 | ||
| Pamela Thomas-Graham | Director | $711,606 | Mixed | 09 Mar 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Saqib Baig | PTON | Class A Common Stock | Sale | -2.05% | $27,250 | $5.45 | -5,000 | 239,046 | 22 May 2026 | Direct |
| Dion C. Sanders | PTON | Class A Common Stock | Sale | -100% | $583,601 | $5.19 | -112,523 | 0 | 20 May 2026 | Direct |
| Saqib Baig | PTON | Class A Common Stock | Sale | -2.39% | $30,981 | $5.19 | -5,973 | 244,046 | 20 May 2026 | Direct |
| Saqib Baig | PTON | Class A Common Stock | Sale | -10.4% | $153,353 | $5.27 | -29,075 | 250,019 | 18 May 2026 | Direct |
| Saqib Baig | PTON | Class A Common Stock | Options Exercise | 40.2% | 80,035 | 279,094 | 15 May 2026 | Direct | ||
| Saqib Baig | PTON | Restricted Stock Unit (RSU) | Options Exercise | -76.4% | -80,035 | 24,761 | 15 May 2026 | Direct | ||
| Dion C. Sanders | PTON | Class A Common Stock | Tax liability | -50.9% | -116,573 | 112,523 | 15 May 2026 | Direct | ||
| Dion C. Sanders | PTON | Class A Common Stock | Options Exercise | 229,096 | 229,096 | 15 May 2026 | Direct | |||
| Dion C. Sanders | PTON | Restricted Stock Unit (RSU) | Options Exercise | -94.8% | -229,096 | 12,584 | 15 May 2026 | Direct | ||
| Charles P. Kirol | PTON | Class A Common Stock | Tax liability | -4.48% | -6,210 | 132,456 | 15 May 2026 | Direct | ||
| Charles P. Kirol | PTON | Class A Common Stock | Options Exercise | 14.2% | 17,224 | 138,666 | 15 May 2026 | Direct | ||
| Charles P. Kirol | PTON | Restricted Stock Unit (RSU) | Options Exercise | -7.14% | -17,224 | 223,918 | 15 May 2026 | Direct | ||
| Nick V Caldwell | PTON | Class A Common Stock | Tax liability | -6.42% | -64,192 | 936,095 | 15 May 2026 | Direct | ||
| Nick V Caldwell | PTON | Class A Common Stock | Options Exercise | 13.6% | 119,331 | 1,000,287 | 15 May 2026 | Direct | ||
| Nick V Caldwell | PTON | Restricted Stock Unit (RSU) | Options Exercise | -50% | -119,331 | 119,332 | 15 May 2026 | Direct | ||
| Peter C. Stern | PTON | Class A Common Stock | Tax liability | -7.54% | -30,484 | 374,041 | 15 May 2026 | Direct | ||
| Peter C. Stern | PTON | Class A Common Stock | Options Exercise | 17.3% | 59,713 | 404,525 | 15 May 2026 | Direct | ||
| Peter C. Stern | PTON | Restricted Stock Unit (RSU) | Options Exercise | -7.14% | -59,713 | 776,275 | 15 May 2026 | Direct | ||
| Saqib Baig | PTON | Class A Common Stock | Sale | -7.01% | $82,500 | $5.50 | -15,000 | 199,059 | 27 Apr 2026 | Direct |
| Charles P. Kirol | PTON | Class A Common Stock | Sale | -2.93% | $18,948 | $5.16 | -3,670 | 121,442 | 20 Apr 2026 | Direct |
| Charles P. Kirol | PTON | Class A Common Stock | Sale | -13.7% | $99,436 | $5.02 | -19,806 | 125,112 | 16 Apr 2026 | Direct |
| Charles P. Kirol | PTON | Class A Common Stock | Options Exercise | 63.9% | 56,510 | 144,918 | 15 Apr 2026 | Direct | ||
| Charles P. Kirol | PTON | Restricted Stock Unit (RSU) | Options Exercise | -11.1% | -56,510 | 452,080 | 15 Apr 2026 | Direct | ||
| Dion C. Sanders | PTON | Restricted Stock Unit (RSU) | Award | 916,231 | 916,231 | 01 Apr 2026 | Direct | |||
| Nick V Caldwell | PTON | Restricted Stock Unit (RSU) | Award | 916,231 | 916,231 | 01 Apr 2026 | Direct | |||
| Elizabeth F. Coddington | PTON | Class A Common Stock | Sale | -5.92% | $84,501 | $3.87 | -21,819 | 346,535 | 16 Mar 2026 | Direct |
| Nick V Caldwell | PTON | Class A Common Stock | Sale | -4.62% | $164,768 | $3.86 | -42,632 | 880,956 | 16 Mar 2026 | Direct |
| Nick V Caldwell | PTON | Class A Common Stock | Options Exercise | 14.3% | 115,741 | 923,588 | 15 Mar 2026 | Direct | ||
| Nick V Caldwell | PTON | Restricted Stock Unit (RSU) | Options Exercise | -14.3% | -115,741 | 694,444 | 15 Mar 2026 | Direct | ||
| Elizabeth F. Coddington | PTON | Class A Common Stock | Options Exercise | 6.3% | 21,819 | 368,354 | 13 Mar 2026 | Direct | ||
| Elizabeth F. Coddington | PTON | Restricted Stock Unit (RSU) | Options Exercise | -50% | -21,819 | 21,819 | 13 Mar 2026 | Direct | ||
| Tara Comonte | PTON | Class A Common Stock | Award | 19.1% | 8,459 | 52,666 | 09 Mar 2026 | Direct | ||
| Tara Comonte | PTON | Restricted Stock Unit (RSU) | Options Exercise | -25% | -8,459 | 25,376 | 09 Mar 2026 | Direct | ||
| Pamela Thomas-Graham | PTON | Class A Common Stock | Options Exercise | 7.18% | 8,459 | 126,317 | 09 Mar 2026 | Direct | ||
| Pamela Thomas-Graham | PTON | Restricted Stock Unit (RSU) | Options Exercise | -25% | -8,459 | 25,376 | 09 Mar 2026 | Direct | ||
| Karen Boone | PTON | Class A Common Stock | Options Exercise | 3.71% | 9,023 | 252,040 | 09 Mar 2026 | Direct | ||
| Karen Boone | PTON | Restricted Stock Unit (RSU) | Options Exercise | -25% | -9,023 | 27,068 | 09 Mar 2026 | Direct | ||
| Chris Bruzzo | PTON | Class A Common Stock | Options Exercise | 3.74% | 9,023 | 250,191 | 09 Mar 2026 | Direct | ||
| Chris Bruzzo | PTON | Restricted Stock Unit (RSU) | Options Exercise | -25% | -9,023 | 27,068 | 09 Mar 2026 | Direct | ||
| Angel L. Mendez | PTON | Class A Common Stock | Options Exercise | 7.81% | 9,023 | 124,589 | 09 Mar 2026 | Direct | ||
| Angel L. Mendez | PTON | Restricted Stock Unit (RSU) | Options Exercise | -25% | -9,023 | 27,068 | 09 Mar 2026 | Direct | ||
| Jennifer Cunningham Cotter | PTON | Class A Common Stock | Sale | -60.6% | $681,672 | $4.41 | -154,497 | 100,269 | 20 Feb 2026 | Direct |
| Dion C. Sanders | PTON | Class A Common Stock | Sale | -100% | $647,934 | $4.41 | -146,844 | 0 | 20 Feb 2026 | Direct |
| Saqib Baig | PTON | Class A Common Stock | Sale | -2.6% | $24,643 | $4.31 | -5,722 | 214,059 | 18 Feb 2026 | Direct |
| Peter C. Stern | PTON | Class A Common Stock | Sale | -8.36% | $130,214 | $4.14 | -31,461 | 344,812 | 17 Feb 2026 | Direct |
| Dion C. Sanders | PTON | Class A Common Stock | Sale | -37.5% | $365,040 | $4.14 | -88,242 | 146,844 | 17 Feb 2026 | Direct |
| Jennifer Cunningham Cotter | PTON | Class A Common Stock | Sale | -33% | $519,966 | $4.15 | -125,432 | 254,766 | 17 Feb 2026 | Direct |
| Elizabeth F. Coddington | PTON | Class A Common Stock | Sale | -40.7% | $994,180 | $4.18 | -238,013 | 346,535 | 17 Feb 2026 | Direct |
| Charles P. Kirol | PTON | Class A Common Stock | Sale | -6.77% | $26,550 | $4.14 | -6,419 | 88,408 | 17 Feb 2026 | Direct |
| Nick V Caldwell | PTON | Class A Common Stock | Sale | -5.89% | $209,886 | $4.15 | -50,570 | 807,847 | 17 Feb 2026 | Direct |