Pony AI Inc.
PONY- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001969302
In the last 90 days, Pony AI Inc. insiders filed 0 open-market purchases and 3 sales; 155 institutions reported holding it in 13F filings for Q2 2026, worth $949.0M in total; 3 superinvestors hold it, including ARK Invest and Tiger Global Management.
Other share classesPYAIF
13F holders, Q2 2026
Institutional positions in Pony AI Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 155
- +7 vs. Q1 2026
- Shares held
- 136.5M
- +25.1M (+22.5%) vs. Q1 2026
- Total value
- $949.0M
- −$138.5M (−12.7%) vs. Q1 2026
- New holders
- 35
- 65 more added
- Sold out
- 28
- 33 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PONY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 155 | $949.0M |
| Q1 2026 | 148 | $1.09B |
| Q4 2025 | 139 | $1.42B |
| Q3 2025 | 140 | $2.48B |
| Q2 2025 | 109 | $1.02B |
| Q1 2025 | 58 | $370.8M |
| Q4 2024 | 46 | $501.7M |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 21,641,766 | $150.4M | 0.96% | +15,149,236+233.3% | Added |
| Baillie Gifford & Co | 12,421,070 | $86.3M | 0.08% | +6,061,602+95.3% | Added |
| FMR LLC | 10,812,608 | $75.1M | 0.00% | −3,098,318−22.3% | Reduced |
| Vanguard Capital Management LLC | 8,151,732 | $56.7M | 0.00% | +283,383+3.6% | Added |
| SC China Holding Ltd | 7,538,358 | $52.4M | 4.38% | 00.0% | Unchanged |
| TMT General Partner Ltd | 6,942,135 | $48.2M | 24.89% | 00.0% | Unchanged |
| Norges Bank | 5,307,487 | $36.9M | 0.00% | +5,307,487 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,428,729 | $30.8M | 0.04% | +152,177+3.6% | Added |
| UBS Group AG | 4,387,040 | $30.5M | 0.00% | +2,495,403+131.9% | Added |
| Aspex Management (HK) Ltd | 4,140,447 | $28.8M | 0.32% | 00.0% | Unchanged |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | $27.7M | 18.83% | 00.0% | Unchanged |
| Morgan Stanley | 2,908,301 | $20.2M | 0.00% | −295,643−9.2% | Reduced |
| Wellington Management Group LLP | 2,798,990 | $19.5M | 0.00% | −234,796−7.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,735,897 | $19.0M | 0.05% | +1,555,843+131.8% | Added |
| Bamco Inc | 2,720,081 | $18.9M | 0.03% | +594,438+28.0% | Added |
| M&G Plc | 2,432,769 | $17.0M | 0.08% | +794,443+48.5% | Added |
| Carlyle Group Inc. | 2,362,447 | $16.4M | 0.16% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 2,225,498 | $15.5M | 0.00% | +83,483+3.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,212,454 | $15.4M | 0.10% | +286,303+14.9% | Added |
| Goldman Sachs Group Inc | 1,863,340 | $13.0M | 0.00% | +1,375,341+281.8% | Added |
| Exor Capital LLP | 1,817,066 | $12.6M | 0.27% | −1,507,002−45.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,596,694 | $11.1M | 0.01% | −225,041−12.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,596,694 | $11.1M | 0.14% | −225,041−12.4% | Reduced |
| Ghisallo Capital Management LLC | 1,500,000 | $10.4M | 0.20% | +1,500,000 | New |
| Citadel Advisors LLC | 1,058,925 | $7.36M | 0.00% | −805,977−43.2% | Reduced |
| Masters Capital Management LLC | 950,000 | $6.60M | 0.93% | 00.0% | Unchanged |
| State Street Corp | 914,150 | $6.35M | 0.00% | +409,887+81.3% | Added |
| FIL Ltd | 894,206 | $6.21M | 0.00% | −778,877−46.6% | Reduced |
| Marex Group plc | 875,681 | $6.09M | 0.05% | +14,752+1.7% | Added |
| Flight Deck Capital, LP | 839,900 | $5.84M | 2.83% | 00.0% | Unchanged |
| Yiheng Capital Management, L.P. | 653,215 | $4.54M | 1.94% | 00.0% | Unchanged |
| Armistice Capital, LLC | 650,000 | $4.52M | 0.12% | +114,000+21.3% | Added |
| SG Americas Securities, LLC | 631,563 | $4.39M | 0.00% | +59,988+10.5% | Added |
| Susquehanna International Group, LLP | 547,068 | $3.80M | 0.00% | −212,071−27.9% | Reduced |
| Legal & General Group Plc | 482,370 | $3.35M | 0.00% | +88,474+22.5% | Added |
| Waterloo Capital, L.P. | 449,283 | $3.12M | 0.18% | +449,283 | New |
| Bank of America Corp | 446,577 | $3.10M | 0.00% | +308,723+223.9% | Added |
| BlackRock, Inc. | 428,856 | $2.98M | 0.00% | +272,529+174.3% | Added |
| Dnca Finance | 426,800 | $2.97M | 0.14% | +239,300+127.6% | Added |
| Balyasny Asset Management LLC | 399,437 | $2.78M | 0.01% | +366,622+1,117.2% | Added |
| Barclays PLC | 387,002 | $2.69M | 0.00% | +384,134+13,393.8% | Added |
| Vanguard Asset Management, Ltd | 378,810 | $2.63M | 0.00% | +5,146+1.4% | Added |
| Fideuram Asset Management (Ireland) dac | 304,649 | $2.39M | 0.05% | +304,649 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 334,352 | $2.32M | 0.23% | +334,352 | New |
| Millennium Management LLC | 333,804 | $2.32M | 0.00% | +333,804 | New |
| Charles Schwab Investment Management Inc | 315,105 | $2.19M | 0.00% | −810−0.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 310,287 | $2.16M | 0.01% | −2,589,713−89.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 302,795 | $2.10M | 0.03% | −989,514−76.6% | Reduced |
| Headlands Technologies LLC | 235,066 | $1.63M | 0.17% | +235,066 | New |
| Baader Bank INC | 224,504 | $1.56M | 0.13% | +20,000+9.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 216,024 | $1.50M | 0.00% | +80,267+59.1% | Added |
| Holocene Advisors, LP | 201,149 | $1.40M | 0.00% | −1,023,406−83.6% | Reduced |
| Cresset Asset Management, LLC | 200,491 | $1.39M | 0.01% | +100,000+99.5% | Added |
| Quantinno Capital Management LP | 189,890 | $1.32M | 0.00% | +79,550+72.1% | Added |
| IMC-Chicago, LLC | 183,264 | $1.27M | 0.01% | +87,943+92.3% | Added |
| Franklin Resources Inc | 162,559 | $1.13M | 0.00% | −1,117−0.7% | Reduced |
| Schroder Investment Management Group | 159,848 | $1.11M | 0.00% | +10,677+7.2% | Added |
| Citigroup Inc | 156,286 | $1.09M | 0.00% | +18,925+13.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 145,000 | $1.01M | 0.01% | +70,000+93.3% | Added |
| UBS Asset Management Americas Inc | 136,756 | $950.5K | 0.00% | −25,800−15.9% | Reduced |
| Renaissance Capital LLC | 131,574 | $914.4K | 0.50% | +11,988+10.0% | Added |
| The PNC Financial Services Group, Inc. | 130,000 | $903.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 123,949 | $861.0K | 0.00% | +65,223+111.1% | Added |
| Havemeyer Place LP | 123,713 | $859.8K | 0.08% | +121,699+6,042.7% | Added |
| Money Concepts Capital Corp | 123,397 | $857.6K | 0.04% | +17,332+16.3% | Added |
| DnB Asset Management AS | 104,806 | $727.4K | 0.00% | +104,806 | New |
| Mirae Asset Global Investments Co., Ltd. | 95,975 | $667.0K | 0.00% | −624,847−86.7% | Reduced |
| Old Mission Capital LLC | 90,713 | $630.5K | 0.02% | +90,713 | New |
| True North Advisors, LLC | 83,683 | $581.6K | 0.06% | +83,683 | New |
| Triglav Skladi, D.O.O. | 80,000 | $556.0K | 0.03% | +80,000 | New |
| Abu Dhabi Investment Council Co P.J.S.C | 78,556 | $546.0K | 0.08% | +45,114+134.9% | Added |
| Vident Advisory, LLC | 62,836 | $436.7K | 0.00% | +62,836 | New |
| Squarepoint Ops LLC | 61,978 | $430.7K | 0.00% | −111,101−64.2% | Reduced |
| Cetera Investment Advisers | 54,990 | $382.2K | 0.00% | +35,640+184.2% | Added |
| Profund Advisors LLC | 51,188 | $355.8K | 0.01% | +2,101+4.3% | Added |
| Walleye Trading LLC | 50,582 | $351.5K | 0.00% | −22,217−30.5% | Reduced |
| Electron Capital Partners, LLC | 49,853 | $346.5K | 0.01% | −514−1.0% | Reduced |
| Man Group plc | 48,469 | $336.9K | 0.00% | −23,408−32.6% | Reduced |
| Northern Trust Corp | 45,086 | $313.3K | 0.00% | +5,713+14.5% | Added |
| Krane Funds Advisors LLC | 43,827 | $304.6K | 0.01% | +6,258+16.7% | Added |
| LPL Financial LLC | 41,742 | $290.1K | 0.00% | +635+1.5% | Added |
| Green Alpha Advisors, LLC | 41,484 | $288.3K | 0.19% | +313+0.8% | Added |
| Venturi Wealth Management, LLC | 34,621 | $240.6K | 0.01% | +6,647+23.8% | Added |
| Pathstone Holdings, LLC | 31,475 | $221.7K | 0.00% | +629+2.0% | Added |
| Handelsbanken Fonder AB | 30,977 | $215.0K | 0.00% | +277+0.9% | Added |
| XTX Topco Ltd | 30,134 | $209.4K | 0.00% | −78,767−72.3% | Reduced |
| Wells Fargo & Company | 26,765 | $186.0K | 0.00% | +10,958+69.3% | Added |
| Colony Group, LLC | 25,541 | $177.5K | 0.00% | +2,935+13.0% | Added |
| Altar Rock LLC | 22,697 | $157.7K | 0.23% | +22,697 | New |
| State of Wyoming | 22,308 | $155.0K | 0.02% | +22,308 | New |
| First Trust Advisors LP | 22,278 | $154.8K | 0.00% | +9,014+68.0% | Added |
| Legend Capital Advisors LLC | 21,980 | $152.8K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 21,951 | $152.6K | 0.00% | +21,951 | New |
| SBI Securities Co., Ltd. | 21,261 | $147.8K | 0.00% | +1,389+7.0% | Added |
| Axq Capital, LP | 19,338 | $134.4K | 0.01% | +19,338 | New |
| Ronald Blue Trust, Inc. | 18,958 | $131.8K | 0.00% | +15,779+496.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 18,490 | $128.5K | 0.29% | +18,490 | New |
| Hudson Bay Capital Management LP | 18,459 | $128.3K | 0.00% | +18,459 | New |
| Cerity Partners LLC | 17,014 | $118.2K | 0.00% | +390+2.3% | Added |
| JPMorgan Chase & Co | 16,242 | $113.0K | 0.00% | +7,083+77.3% | Added |