Signals

← Signals

☆PTON

525 in-universe funds with a nonzero position in PTON within the trailing 4 quarters, as of 2025Q4

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-15 Insider Stern Peter C (President and CEO) acquired via option exercise
2026-09-15 Insider Stern Peter C (President and CEO) disposed via tax withholding ($486,096)
2026-09-15 Insider Caldwell Nick V. (Chief Product Officer) acquired via option exercise
2026-09-15 Insider Caldwell Nick V. (Chief Product Officer) disposed via tax withholding ($300,550)
2026-08-06 8-K Item(s) 2.02, 9.01
2026-05-26 8-K Item(s) 5.02, 7.01, 9.01
2026-05-07 8-K Item(s) 2.02, 9.01
2026-03-17 8-K Item(s) 5.02, 7.01, 9.01
2026-03-11 8-K Item(s) 5.02
2026-02-05 8-K Item(s) 2.02, 5.02, 7.01, 9.01
2025-12-15 8-K Item(s) 5.07
2025-11-06 8-K Item(s) 2.02, 9.01
2025-09-16 8-K Item(s) 5.02, 9.01
2025-08-07 8-K Item(s) 2.02, 9.01
2021-11-18 Ownership Dilution filing by PELOTON INTERACTIVE, INC. (424B5)
2021-11-16 Ownership Dilution filing by PELOTON INTERACTIVE, INC. (424B5)

Flow ranking

Rank#19444
Score / z0.000 / -0.01
Consensus145.36 over 261 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-0% / 11.5d

Forensics

Clean as of 2026Q4
Accrual ratio—
F-score—
M-score—
Net issuance-28.7%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Stern Peter C M —
2026-09-15 Stern Peter C F $486,096
2026-09-15 Caldwell Nick V. M —
2026-09-15 Caldwell Nick V. F $300,550

8-K events

Negative / total0 / 1
FiledFormItems
2026-08-06 8-K 2.02, 9.01
2026-05-26 8-K 5.02, 7.01, 9.01
2026-05-07 8-K 2.02, 9.01
2026-03-17 8-K 5.02, 7.01, 9.01
2026-03-11 8-K 5.02
2026-02-05 8-K 2.02, 5.02, 7.01, 9.01
2025-12-15 8-K 5.07
2025-11-06 8-K 2.02, 9.01
2025-09-16 8-K 5.02, 9.01
2025-08-07 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-11-18 424B5 PELOTON INTERACTIVE, INC.
2021-11-16 424B5 PELOTON INTERACTIVE, INC.

LLM reads

Ticker Evalpending
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 241.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 200.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 165.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 111.8 1.8% 3 -0.2 pp +0.1 pp +1.8 pp +1.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 105.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 66.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 60.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 56.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 55.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 47.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 40.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 39.0 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nantahala Capital Management, LLC CIK 0001472322 0.266 132 36.5 2.2% 3 +0.1 pp +0.6 pp +2.2 pp +2.2 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 35.7 1.5% 3 -2.2 pp -3.3 pp +1.5 pp +1.5 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 35.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 33.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 30.5 1.1% 1 +1.1 pp -0.8 pp +1.1 pp +1.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 30.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 26.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 23.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Technology Crossover Management IX, Ltd. CIK 0001698264 0.936 6 22.6 2.0% 3 -0.6 pp -0.0 pp +2.0 pp +2.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 22.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aperture Investors, LLC CIK 0001787596 0.152 82 18.4 2.6% 3 -0.7 pp +0.4 pp +2.6 pp +2.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 16.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 15.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Technology Crossover Management X, Ltd. CIK 0001787727 0.930 6 15.7 1.6% 3 -0.4 pp -0.4 pp +1.6 pp +1.6 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 15.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 14.8 0.8% 3 -0.2 pp +0.4 pp +0.8 pp +0.8 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 14.3 3.0% 3 -0.1 pp -0.7 pp +3.0 pp +3.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 13.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SCOGGIN MANAGEMENT LP CIK 0001086416 0.464 48 12.3 4.6% 3 +3.3 pp +0.2 pp +4.6 pp +4.6 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 11.6 0.4% 3 -0.5 pp -0.4 pp +0.4 pp +0.4 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 11.4 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 7.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Union Square Park Capital Management, LLC CIK 0001666231 0.041 51 6.8 5.3% 3 +2.2 pp +1.8 pp +5.3 pp +5.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 4.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 3.9 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 3.8 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prentice Capital Management, LP CIK 0001326150 0.286 17 3.4 5.4% 3 -5.1 pp -1.2 pp +5.4 pp +5.4 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 3.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ardmore Road Asset Management LP CIK 0001835730 0.046 70 3.2 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Panoramic Capital, LLC CIK 0001950490 0.035 43 3.1 1.8% 3 -0.5 pp +0.3 pp +1.8 pp +1.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 2.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 2.7 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.3 0.1% 4 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 2.2 0.6% 3 +0.4 pp +0.3 pp +0.6 pp +0.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 1.6 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DME Capital Management, LP CIK 0001489933 0.694 46 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 0.9 0.7% 3 -0.0 pp +0.3 pp +0.7 pp +0.7 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.8 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Newbrook Capital Advisors LP CIK 0001389875 0.320 14 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 0.0 0.0% 0 -0.6 pp -1.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Disciplined Equity Management, Inc. CIK 0001909380 0.765 45 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just PTON). Qtrs Held counts distinct quarters this fund has actually held PTON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its PTON position size. Δ columns are the percentage-point change in PTON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status