Peloton (PTON) holder Nantahala reports 5.17% beneficial stake in shares
Rhea-AI Filing Summary
Nantahala Capital Management, LLC, together with Wilmot B. Harkey and Daniel Mack, reports beneficial ownership of Peloton Interactive, Inc. Class A common stock. As of June 30, 2026, they may be deemed to beneficially own 21,547,895 shares, representing 5.17% of the outstanding Class A common stock.
The reporting persons have shared voting and dispositive power over all 21,547,895 shares and no sole voting or dispositive power. The shares are held by funds and separately managed accounts under Nantahala’s control, with Messrs. Harkey and Mack as managing members of Nantahala.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 21,547,895 shares
Percent of class: 5.17%
Shared voting power: 21,547,895 shares
+3 more
6 metrics
Shares beneficially owned
21,547,895 shares
Beneficial ownership of Peloton Class A common stock as of June 30, 2026
Percent of class
5.17%
Reported percentage of Peloton Class A common stock outstanding as of June 30, 2026
Shared voting power
21,547,895 shares
Shares over which the reporting persons have shared power to vote or direct the vote
Sole voting power
0 shares
Shares over which each reporting person has sole power to vote
Shared dispositive power
21,547,895 shares
Shares over which the reporting persons have shared power to dispose or direct disposition
Sole dispositive power
0 shares
Shares over which each reporting person has sole power to dispose or direct disposition
Key Terms
beneficial owner, shared voting power, shared dispositive power, Schedule 13G, +1 more
5 terms
beneficial owner financial
"Nantahala may be deemed to be the beneficial owner of 21,547,895 Shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
Schedule 13G regulatory
"Each of Messrs. Harkey and Mack is filing this as a control person"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
control person financial
"Each of Messrs. Harkey and Mack is filing this as a control person"
A control person is an individual or entity that can significantly influence a company’s decisions and direction through ownership, voting power, or contractual rights—think of them as the captain who can steer the ship. Investors care because a control person’s choices affect corporate strategy, board appointments, and transactions that can raise or lower a stock’s value, and they often carry additional legal responsibilities and disclosure requirements to protect other shareholders.
FAQ
What ownership stake in Peloton (PTON) does Nantahala report in this Schedule 13G/A?
Nantahala and the other reporting persons report beneficial ownership of 21,547,895 Peloton Class A shares, representing 5.17% of the outstanding class as of June 30, 2026, giving them a significant minority position.
Who are the reporting persons in Peloton (PTON) Nantahala’s Schedule 13G/A filing?
The filing lists Nantahala Capital Management, LLC, Wilmot B. Harkey, and Daniel Mack as reporting persons. Harkey and Mack are managing members of Nantahala and may be deemed beneficial owners of the same 21,547,895 shares.
As of what date are Nantahala’s Peloton (PTON) ownership figures calculated?
The ownership figures are stated as of June 30, 2026. On that date, the reporting persons may be deemed to beneficially own 21,547,895 Class A shares, or 5.17% of Peloton’s outstanding Class A common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.