SEC 13F Intelligence

Nantahala Capital Management, LLC / PTON

Nantahala Capital Management, LLC’s Peloton Interactive Inc Position

Does Nantahala Capital Management, LLC own Peloton Interactive Inc (PTON)? Yes12.00M shares worth $51M (+1.90% of its 13F portfolio) as of Q1 2026, up from 5.93M shares the prior filed quarter.

Position Value
$51M
Q1 2026
Shares
12.00M
% of Portfolio
+1.90%
Quarters Held
20
currently held

Position History PTON

Reported value by quarter
Q1 ’20: $8MQ1 ’20Q2 ’20: $17MQ4 ’21: $4MQ1 ’22: $16MQ1 ’22Q2 ’22: $22MQ3 ’22: $16MQ4 ’22: $19MQ4 ’22Q1 ’23: $28MQ2 ’23: $14MQ3 ’23: $18MQ3 ’23Q4 ’23: $40MQ1 ’24: $27MQ2 ’24: $74MQ2 ’24Q3 ’24: $48MQ4 ’24: $63MQ1 ’25: $28MQ1 ’25Q2 ’25: $23MQ3 ’25: $33MQ4 ’25: $37MQ4 ’25Q1 ’26: $51Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.00M$51M+1.90%
Q4 20255.93M$37M+1.21%
Q3 20253.70M$33M+1.16%
Q2 20253.27M$23M+0.89%
Q1 20254.36M$28M+1.10%
Q4 20247.22M$63M+2.70%
Q3 202410.35M$48M+2.45%
Q2 202421.87M$74M+2.17%
Q1 20246.31M$27M+1.55%
Q4 20236.53M$40M+1.19%
Q3 20233.55M$18M+1.53%
Q2 20231.76M$14M+1.31%
Q1 20232.46M$28M+2.14%
Q4 20222.40M$19M+1.23%
Q3 20222.32M$16M+1.04%
Q2 20222.45M$22M+1.13%
Q1 2022590.3K$16M+0.69%
Q4 2021102.3K$4M+0.13%
Q2 2020300.0K$17M+0.52%
Q1 2020300.0K$8M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nantahala Capital Management, LLC’s full portfolio or all institutional holders of PTON.