Pony AI Inc.
PONY- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001969302
No open-market purchases or sales by Pony AI Inc. insiders were filed in the last 90 days; 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, Q4 2024
Institutional positions in Pony AI Inc. as of Dec 31, 2024. 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
- 46
- +46 vs. Q3 2024
- Shares held
- 35.0M
- +35.0M vs. Q3 2024
- Total value
- $501.7M
- +$501.7M vs. Q3 2024
- New holders
- 46
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q3 2024: 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 | $1.08B |
| Q4 2025 | 139 | $1.42B |
| Q3 2025 | 140 | $2.43B |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IDG China Venture Capital Fund IV Associates L.P. | 10,102,665 | $145.0M | 33.66% | +10,102,665 | New |
| IDG China Capital Fund III Associates L.P. | 6,529,589 | $93.7M | 93.27% | +6,529,589 | New |
| Aspex Management (HK) Ltd | 2,375,666 | $34.1M | 0.92% | +2,375,666 | New |
| Carlyle Group Inc. | 2,362,447 | $33.9M | 0.82% | +2,362,447 | New |
| BlackRock, Inc. | 1,477,207 | $21.2M | 0.00% | +1,477,207 | New |
| Wellington Management Group LLP | 1,347,293 | $19.3M | 0.00% | +1,347,293 | New |
| Exor Capital LLP | 1,200,000 | $17.2M | 0.46% | +1,200,000 | New |
| Neumann Advisory Hong Kong Ltd | 1,031,880 | $14.8M | 4.34% | +1,031,880 | New |
| Hel Ved Capital Management Ltd | 1,005,000 | $14.4M | 4.42% | +1,005,000 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 886,262 | $12.7M | 0.22% | +886,262 | New |
| Janus Henderson Group PLC | 850,349 | $12.2M | 0.01% | +850,349 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 739,797 | $10.6M | 0.03% | +739,797 | New |
| Robeco Schweiz AG | 614,000 | $8.81M | 0.19% | +614,000 | New |
| Pamalican Asset Management Ltd | 551,734 | $7.92M | 3.50% | +551,734 | New |
| Masters Capital Management LLC | 500,000 | $7.17M | 1.22% | +500,000 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 483,006 | $6.93M | 0.01% | +483,006 | New |
| Citadel Advisors LLC | 480,000 | $6.89M | 0.01% | +480,000 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 370,000 | $5.31M | 0.02% | +370,000 | New |
| Deutsche Bank AG | 299,252 | $4.29M | 0.00% | +299,252 | New |
| Alliancebernstein L.P. | 233,707 | $3.35M | 0.00% | +233,707 | New |
| Ghisallo Capital Management LLC | 185,000 | $2.65M | 0.15% | +185,000 | New |
| Woodline Partners LP | 153,760 | $2.21M | 0.01% | +153,760 | New |
| UBS Group AG | 150,964 | $2.17M | 0.00% | +150,964 | New |
| Matthews International Capital Management LLC | 115,290 | $1.65M | 0.34% | +115,290 | New |
| Itau Unibanco Holding S.A. | 100,000 | $1.52M | 0.05% | +100,000 | New |
| LMR Partners LLP | 100,000 | $1.44M | 0.02% | +100,000 | New |
| Stifel Financial Corp | 86,222 | $1.24M | 0.00% | +86,222 | New |
| Lighthouse Investment Partners, LLC | 78,185 | $1.12M | 0.04% | +78,185 | New |
| Yarbrough Capital, LLC | 72,463 | $1.04M | 0.04% | +72,463 | New |
| HITE Hedge Asset Management LLC | 67,934 | $974.9K | 0.07% | +67,934 | New |
| Jain Global LLC | 60,000 | $861.0K | 0.03% | +60,000 | New |
| Alyeska Investment Group, L.P. | 50,000 | $717.5K | 0.00% | +50,000 | New |
| MYDA Advisors LLC | 50,000 | $717.5K | 0.20% | +50,000 | New |
| Squarepoint Ops LLC | 48,132 | $690.7K | 0.00% | +48,132 | New |
| Millennium Management LLC | 41,538 | $596.1K | 0.00% | +41,538 | New |
| Hudson Bay Capital Management LP | 37,500 | $538.1K | 0.00% | +37,500 | New |
| Ovata Capital Management Ltd | 37,500 | $538.1K | 0.21% | +37,500 | New |
| Walleye Capital LLC | 28,039 | $402.4K | 0.00% | +28,039 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,553 | $280.6K | 0.00% | +19,553 | New |
| Barclays PLC | 14,782 | $212.1K | 0.00% | +14,782 | New |
| Centiva Capital, LP | 10,725 | $153.9K | 0.01% | +10,725 | New |
| Pinpoint Asset Management Ltd | 7,500 | $107.6K | 0.02% | +7,500 | New |
| SBI Securities Co., Ltd. | 1,024 | $14.7K | 0.00% | +1,024 | New |
| Morgan Stanley | 998 | $14.3K | 0.00% | +998 | New |
| Bank of America Corp | 634 | $9.10K | 0.00% | +634 | New |
| Context Capital Management, LLC | 500 | $7.17K | 0.00% | +500 | New |