Welcome to our dedicated page for Peloton Interactive SEC filings (Ticker: PTON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Peloton Interactive, Inc. filings document formal disclosures for an operating company built around connected fitness products, subscription content, software-enabled instruction and commercial fitness equipment. Recent 8-K reports furnish quarterly operating results and financial condition updates, including GAAP and non-GAAP reconciliations, subscription metrics, revenue by business drivers, margins, adjusted EBITDA, free cash flow and debt-related measures.
The company’s regulatory record also covers executive officer transitions, advisory and compensation arrangements, executive compensation program changes, Regulation FD disclosures and annual-meeting results. Proxy materials and voting reports describe board elections, auditor ratification and Peloton’s dual-class common stock structure, including Class A and Class B voting rights.
PELOTON INTERACTIVE, INC. President and CEO Peter C. Stern reported routine equity compensation activity tied to restricted stock units (RSUs). On May 15, 2026, 59,713 RSUs were settled into an equal number of Class A shares, reflecting an option/RSU exercise rather than an open‑market purchase.
To cover related tax obligations, 30,484 Class A shares were withheld at $5.29 per share, a non-market tax-withholding disposition. After these transactions, Stern directly holds 404,525 shares of Class A Common Stock. Each RSU represents a contingent right to one Class A share and vests 6.25% on November 15, 2025, then 6.25% quarterly until fully vested on August 15, 2029, subject to continued service.
Nantahala Capital Management reports shared beneficial ownership of 29,938,900 shares of Peloton Class A common stock, representing 7.31% of the class as of March 31, 2026. The filing states Nantahala and its managing members, Wilmot B. Harkey and Daniel Mack, each may be deemed beneficial owners of those shares and each holds shared voting and shared dispositive power over 29,938,900 shares. The Schedule 13G is signed by the reporting persons and a compliance officer on May 15, 2026.
Peloton Interactive, Inc. DNB Asset Management reported beneficial ownership of 22,685,343 shares of Class A Common Stock, representing 6.61% of the class as of 03/31/2026. The filing states DNB has sole voting and sole dispositive power over these shares. The filing was signed by Jens Kildal on 05/14/2026.
Peloton Interactive reported improved results for the quarter ended March 31, 2026. Revenue was $630.9 million, slightly above $624.0 million a year earlier, with Subscription revenue of $428.0 million and Connected Fitness Products revenue of $202.9 million.
The company generated quarterly net income of $26.4 million, compared with a net loss of $47.7 million in the prior-year quarter, and has earned $1.6 million over the first nine months versus a $140.5 million loss a year ago. Gross profit for the quarter rose to $327.3 million.
Peloton ended the period with $1,126.3 million in cash and cash equivalents and total assets of $2,017.4 million. It repaid the remaining $199.0 million of its 0.00% convertible notes due 2026 and now carries a $1.0 billion term loan and $350.0 million of 5.50% convertible notes due 2029. Stockholders’ deficit narrowed to $241.9 million from $413.8 million.
The business continues to execute restructuring plans aimed at cost reduction and efficiency, incurring $7.8 million of restructuring and related impairment charges in the quarter. Peloton reports a highly engaged base of nearly 5.8 million Members, 2.662 million Ending Paid Connected Fitness Subscriptions, and maintains low 1.2% Average Net Monthly Paid Connected Fitness Subscription Churn.
Peloton Interactive reported Q3 FY2026 results showing a profitable quarter and stronger cash generation. Total revenue was $630.9 million, up 1% year-over-year, as Connected Fitness product sales and subscription revenue both contributed. Net income reached $26.4 million, compared with a loss a year ago.
Adjusted EBITDA was $126.2 million, up 41% year-over-year, and free cash flow was $150.5 million, up 59%. Net debt fell to $173.1 million, a 70% year-over-year reduction. Paid Connected Fitness subscriptions declined 7.6% to 2.662 million, while churn improved to 1.2%.
For full-year FY2026, Peloton now expects revenue of $2.42–$2.44 billion (about 2% below FY2025), gross margin of roughly 52.5%, adjusted EBITDA of $470–$480 million, and free cash flow around $350 million, all reflecting stronger profitability despite a smaller subscriber base.
FMR LLC filed a Schedule 13G/A reporting beneficial ownership of 2,780,177.25 shares of Peloton Interactive Inc. Class A common stock, equal to 0.7% of the class as disclosed. The filing shows sole voting power of 2,727,324.33 and sole dispositive power of 2,780,177.25, with the position dated 03/31/2026.
Peloton Interactive Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 21,103,675 shares of Peloton common stock, representing 5.15% of the class as of 03/31/2026. The filing shows sole power to vote 3,134,344 shares and sole dispositive power over 21,103,675 shares. The statement clarifies these holdings include securities held by Vanguard funds and affiliates and is signed by Vanguard's Head of Global Fund Administration on 04/30/2026.
PELOTON INTERACTIVE, INC. interim CFO and CAO Saqib Baig executed an open-market sale of 15,000 shares of Class A Common Stock at $5.50 per share on 2026-04-27. Following this transaction, he directly holds 199,059.47 shares. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on 2025-09-02.
PELOTON INTERACTIVE, INC. Chief Operating Officer Charles Peter Kirol sold 3,670 shares of Class A Common Stock in an open-market transaction on April 20, 2026 at a weighted average price of $5.163 per share. The sale was executed under a Rule 10b5-1 trading plan adopted on May 29, 2025, and Kirol now holds 121,442 shares directly.
Morgan Stanley Smith Barney LLC Executive Financial Services reported a Form 144 notice showing an intended sale of 3,670 shares of Common stock tied to Restricted Stock Units, dated 04/15/2026. The filing lists prior 10b5-1 sales by Charles Kirol totaling 29,624 shares in three transactions during 01/21/2026, 02/17/2026, and 04/16/2026, with gross proceeds shown for each trade.