FMR LLC
· Reduced
−$122M
Change
−25.0M
Δ Own
−93.0%
Date
Q1 2026
PT
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMR LLC
· Reduced
−$122M
Change
−25.0M
Δ Own
−93.0%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$122M | −25.0M | −93.0% | Q1 2026 | |||||
|
Eminence Capital, LP
· Exited
−$89M
Change
−18.2M
Δ Own
−100.0%
Date
Q1 2026
|
Eminence Capital, LP | Exited· Q1 2026 | −$89M | −18.2M | −100.0% | Q1 2026 | |||||
|
Dnb Asset Management AS
· Added
+$58M
Change
+11.9M
Date
Q1 2026
|
Dnb Asset Management AS | Added· Q1 2026 | +$58M | +11.9M | – | Q1 2026 | |||||
|
Dme Capital Management, LP
· Added
+$48M
Change
+9.9M
Date
Q1 2026
|
Dme Capital Management, LP | Added· Q1 2026 | +$48M | +9.9M | – | Q1 2026 | |||||
|
Quinn Opportunity Partners LLC
· Added
+$40M
Change
+8.3M
Date
Q1 2026
|
Quinn Opportunity Partners LLC | Added· Q1 2026 | +$40M | +8.3M | – | Q1 2026 | |||||
|
Capital World Investors
· Exited
−$38M
Change
−7.7M
Δ Own
−100.0%
Date
Q1 2026
|
Capital World Investors | Exited· Q1 2026 | −$38M | −7.7M | −100.0% | Q1 2026 | |||||
|
Alyeska Investment Group, L.P.
· Added
+$32M
Change
+6.7M
Date
Q1 2026
|
Alyeska Investment Group, L.P. | Added· Q1 2026 | +$32M | +6.7M | – | Q1 2026 | |||||
|
Pale Fire Capital SE
· New
+$30M
Change
+6.2M
Date
Q1 2026
|
Pale Fire Capital SE | New· Q1 2026 | +$30M | +6.2M | – | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$30M
Change
−6.2M
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$30M | −6.2M | – | Q1 2026 | |||||
|
Nantahala Capital Management, LLC
· Added
+$30M
Change
+6.1M
Date
Q1 2026
|
Nantahala Capital Management, LLC | Added· Q1 2026 | +$30M | +6.1M | – | Q1 2026 | |||||
|
Fuller & Thaler Asset Management, Inc.
· Exited
−$28M
Change
−5.8M
Δ Own
−100.0%
Date
Q1 2026
|
Fuller & Thaler Asset Management, Inc. | Exited· Q1 2026 | −$28M | −5.8M | −100.0% | Q1 2026 | |||||
|
UBS Group AG
· Added
+$24M
Change
+4.9M
Date
Q1 2026
|
UBS Group AG | Added· Q1 2026 | +$24M | +4.9M | – | Q1 2026 | |||||
|
Norges
· Exited
−$19M
Change
−3.9M
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$19M | −3.9M | −100.0% | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$16M
Change
−3.4M
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$16M | −3.4M | – | Q1 2026 | |||||
|
T. Rowe Price Investment Management, Inc.
· Added
+$13M
Change
+2.7M
Date
Q1 2026
|
T. Rowe Price Investment Management, Inc. | Added· Q1 2026 | +$13M | +2.7M | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Kirol Charles Peter
· Officer
Sell
−$21K
|
Kirol Charles Peter | Officer | Sell | $6.49 | −3K | −$21K | 161K | −1.9% | Jul 20, 2026 | Jul 22, 2026 | |||||||||
|
Kirol Charles Peter
· Officer
Tax withholding or exercise payment (F)
-$155K
|
Kirol Charles Peter | Officer | Tax withholding or exercise payment (F) | $6.33 | -25K | -$155K | 164K | −13.0% | Jul 16, 2026 | Jul 16, 2026 | |||||||||
|
Kirol Charles Peter
· Officer
2 operations
113K
|
Kirol Charles Peter | Officer | 2 operations | – | 113K | – | 509K | – | Jul 15, 2026 | Jul 16, 2026 | |||||||||
|
Baig Saqib
· Officer
Sell
−$31K
|
Baig Saqib | Officer | Sell | $6.12 | −5K | −$31K | 229K | −2.1% | Jul 14, 2026 | Jul 16, 2026 | |||||||||
|
Caldwell Nick V
· Officer
2 operations
0
|
Caldwell Nick V | Officer | 2 operations | – | 0 | – | 579K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Caldwell Nick V
· Officer
Tax withholding or exercise payment (F)
-$358K
|
Caldwell Nick V | Officer | Tax withholding or exercise payment (F) | $5.80 | -62K | -$358K | 990K | – | Jun 15, 2026 | Jun 17, 2026 | |||||||||
|
Comonte Tara
· Director
2 operations
0
|
Comonte Tara | Director | 2 operations | – | 0 | – | 17K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Bruzzo Chris
· Director
2 operations
0
|
Bruzzo Chris | Director | 2 operations | – | 0 | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Mendez Angel L.
· Director
2 operations
0
|
Mendez Angel L. | Director | 2 operations | – | 0 | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Thomas-Graham Pamela
· Director
2 operations
0
|
Thomas-Graham Pamela | Director | 2 operations | – | 0 | – | 17K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Boone Karen
· Director
2 operations
0
|
Boone Karen | Director | 2 operations | – | 0 | – | 18K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Baig Saqib
· Officer
Sell
−$28K
|
Baig Saqib | Officer | Sell | $5.66 | −5K | −$28K | 234K | – | Jun 9, 2026 | Jun 11, 2026 | |||||||||
|
Baig Saqib
· Officer
Sell
−$27K
|
Baig Saqib | Officer | Sell | $5.45 | −5K | −$27K | 239K | – | May 22, 2026 | May 27, 2026 | |||||||||
|
Sanders Dion C.
· Officer
Sell
−$584K
|
Sanders Dion C. | Officer | Sell | $5.19 | −113K | −$584K | 0 | – | May 20, 2026 | May 21, 2026 | |||||||||
|
Baig Saqib
· Officer
Sell
−$31K
|
Baig Saqib | Officer | Sell | $5.19 | −6K | −$31K | 244K | – | May 20, 2026 | May 21, 2026 | |||||||||
N
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410 reporting institutions disclosed PTON position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.