펠로톤 인터랙티브, Inc.
MX ˙ BMV ˙ US70614W1009
SecurityMX:PTON / Peloton Interactive, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership44,291 shares
Latest Disclosed Value $ 190,008
Perigon Wealth Management, LLC reports 78.11% increase in ownership of PTON / Peloton Interactive, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 44,291 shares of Peloton Interactive, Inc. (MX:PTON) valued at $190,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 24,867 shares of Peloton Interactive, Inc.. This represents a change in shares of 78.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 44,291 19,424 78.11 190 24.18 0.0034
2026-01-16 2025-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 24,867 1,128 4.75 153 -28.17 0.0027
2025-10-17 2025-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 23,739 628 2.72 214 33.13 0.0044
2025-07-16 2025-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 23,111 -750 -3.14 160 6.67 0.0037
2025-04-23 2025-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 23,861 -247 -1.02 151 -26.47 0.0039
2025-01-22 2024-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 24,108 1,159 5.05 205 90.65 0.0050
2024-10-16 2024-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 22,949 813 3.67 107 44.59 0.0028
2024-08-02 2024-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 22,136 -331 -1.47 75 -22.92 0.0022
2024-04-29 2024-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 22,467 -6,156 -21.51 96 -44.83 0.0029
2024-01-29 2023-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 28,623 7,260 33.98 174 62.62 0.0057
2023-10-30 2023-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 21,363 -42,282 -66.43 108 -78.12 0.0044
2023-08-02 2023-06-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 63,645 21,873 52.36 489 3.38 0.0192
2023-08-02 2023-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 63,645 21,873 489 0.0192
2023-05-03 2023-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 41,772 -1,714 -3.94 474 37.10 0.0269
2023-05-01 2022-12-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 43,486 26,024 149.03 345 185.12 0.0214
2023-02-14 2022-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 43,486 345
2022-12-13 2022-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 17,462 -79 -0.45 121 -24.84 0.0105
2022-08-11 2022-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 17,541 -432 -2.40 161 -66.11 0.0135
2022-05-16 2022-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 17,973 729 4.23 475 -23.01 0.0336
2022-02-11 2021-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 17,244 -911 -5.02 617 -60.95 0.0441
2021-11-01 2021-09-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 18,155 -37 -0.20 1,580 -29.96 0.1371
2021-07-19 2021-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 18,192 -1,320 -6.77 2,256 2.83 0.2006
2021-05-17 2021-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 19,512 18,652 2,168.84 2,194 1,587.69 0.2238
2021-01-28 2020-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 860 860 -95.08 130 7.44 0.0151
2014-02-18 2013-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 0 -17,462 -100.00 0 -100.00
2022-11-14 2011-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 17,462 17,462 121 0.0105
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.