펠로톤 인터랙티브, Inc.
US ˙ NasdaqGS ˙ US70614W1009

SecurityPTON / Peloton Interactive, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership14,441,779 shares
Ownership 3.90%
Morgan Stanley ownership in PTON / Peloton Interactive, Inc.

2025-04-07 - Morgan Stanley has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 14,441,779 shares of Peloton Interactive, Inc. (US:PTON). This represents 3.9 percent ownership of the company. In their previous filing dated 2024-02-09 , Morgan Stanley had reported owning 38,075,066 shares, indicating a decrease of -62.07 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-04-07 2025-04-07 13G/A 38,075,066 14,441,779 -62.07 3.90 -64.86
2024-02-09 2024-02-09 13G/A 39,490,728 38,075,066 -3.58 11.10 -4.31
2023-10-10 2023-10-10 13G/A 19,183,900 39,490,728 105.85 11.60 90.16
2023-02-10 2023-02-10 13G 1,245,293 19,183,900 1,440.51 6.10 916.67
2020-06-09 2020-06-09 13G/A 2,408,662 1,245,293 -48.30 0.60 -89.09
2020-03-09 2020-03-09 13G 2,408,662 5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 3,992,143 -2,558,867 -39.06 17,126 -57.56 0.0010
2026-05-27 2025-12-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 6,551,010 139,013 2.17 40,354 -30.07 0.0024
2026-02-13 2025-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 6,551,010 139,013 40,354 0.0024
2026-05-27 2025-09-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 6,411,997 -8,670,054 -57.49 57,708 -44.87 0.0035
2025-11-14 2025-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 6,411,997 -8,670,054 57,708 0.0035
2025-08-15 2025-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 15,082,051 -1,970,267 -11.55 104,669 -2.88 0.0068
2025-05-15 2025-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 17,052,318 -31,637,067 -64.98 107,771 -74.56 0.0077
2025-05-15 2024-12-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 48,689,385 7,897,667 19.36 423,598 121.89 0.0297
2025-02-14 2024-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 48,689,385 7,897,667 423,598 0.0297
2025-05-14 2024-09-30 13F/A-2 PELOTON INTERACTIVE CL A COM 70614W100 40,791,718 -1,393,245 -3.30 190,905 33.89 0.0138
2025-02-14 2024-09-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 40,791,718 -1,393,245 190,905 0.0138
2024-11-14 2024-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 40,791,718 -1,393,245 190,905 0.0138
2025-05-14 2024-06-30 13F/A-2 PELOTON INTERACTIVE CL A COM 70614W100 42,184,963 1,423,682 3.49 142,585 -18.37 0.0110
2024-10-17 2024-06-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 42,184,963 1,423,682 142,585 0.0110
2024-08-14 2024-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 42,184,963 1,423,682 142,585 0.0110
2024-10-17 2024-03-31 13F/A-2 PELOTON INTERACTIVE CL A COM 70614W100 40,761,281 142,843 0.35 174,662 -29.39 0.0140
2024-08-16 2024-03-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 40,761,281 142,843 174,662 0.0140
2024-05-15 2024-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 40,761,281 142,843 174,662 0.0140
2024-08-16 2023-12-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 40,618,438 -391,922 -0.96 247,366 19.44 0.0218
2024-02-13 2023-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 40,618,438 -391,922 247,366 0.0218
2023-11-15 2023-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 41,010,360 11,796,041 40.38 207,102 -7.81 0.0211
2023-08-14 2023-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 29,214,319 -1,756,614 -5.67 224,658 -36.03 0.0221
2023-05-15 2023-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 30,970,933 6,977,992 29.08 351,210 84.36 0.0377
2023-02-14 2022-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 23,992,941 3,047,216 14.55 190,504 31.24 0.0216
2022-11-14 2022-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 20,945,725 5,260,722 33.54 145,154 0.81 0.0198
2022-10-27 2022-06-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 15,685,003 495,760 3.26 143,989 -64.12 0.0187
2022-08-15 2022-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 15,685,003 495,760 143,989 0.0187
2022-10-27 2022-03-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 15,189,243 5,827,101 62.24 401,301 19.87 0.0541
2022-05-13 2022-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 15,189,243 5,827,101 401,301 0.0541
2022-02-14 2021-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 9,362,142 7,296,754 353.29 334,790 86.21 0.0413
2021-11-15 2021-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 2,065,388 -472,802 -18.63 179,792 -42.88 0.0242
2021-08-23 2021-06-30 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 2,538,190 167,461 7.06 314,786 18.09 0.0415
2021-08-16 2021-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 2,538,190 167,461 314,786 0.0086
2021-05-17 2021-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 2,370,729 300,048 14.49 266,564 -15.15 0.0392
2021-02-16 2020-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 2,070,681 -728,827 -26.03 314,164 13.08 0.0485
2020-11-13 2020-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 2,799,508 -1,099,794 -28.20 277,822 23.33 0.0537
2020-08-14 2020-06-30 13F PELOTON INTERACTIVE CL A COM 70614W100 3,899,302 -219,461 -5.33 225,264 106.00 0.0499
2020-05-26 2020-03-31 13F/A-1 PELOTON INTERACTIVE CL A COM 70614W100 4,118,763 1,787,516 76.68 109,353 65.17 0.0297
2020-05-15 2020-03-31 13F PELOTON INTERACTIVE CL A COM 70614W100 4,118,763 1,787,516 109,353 8,400.5900
2020-02-14 2019-12-31 13F PELOTON INTERACTIVE CL A COM 70614W100 2,331,247 312,332 15.47 66,207 30.65 0.0154
2019-11-14 2019-09-30 13F PELOTON INTERACTIVE CL A COM 70614W100 2,018,915 2,018,915 50,675 0.0134
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.