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, Q1 2025
Institutional positions in Pony AI Inc. as of Mar 31, 2025. 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
- 58
- +12 vs. Q4 2024
- Shares held
- 42.7M
- +7.70M (+22.0%) vs. Q4 2024
- Total value
- $370.8M
- −$130.9M (−26.1%) vs. Q4 2024
- New holders
- 29
- 15 more added
- Sold out
- 17
- 5 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IDG China Venture Capital Fund IV Associates L.P. | 10,102,665 | $89.1M | 22.11% | 00.0% | Unchanged |
| IDG China Capital Fund III Associates L.P. | 6,529,589 | $57.6M | 87.09% | 00.0% | Unchanged |
| FMR LLC | 2,867,770 | $25.3M | 0.00% | +2,867,770 | New |
| Aspex Management (HK) Ltd | 2,375,666 | $21.0M | 0.54% | 00.0% | Unchanged |
| Carlyle Group Inc. | 2,362,447 | $20.8M | 0.55% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,991,811 | $17.6M | 0.00% | +644,518+47.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,901,848 | $16.8M | 0.30% | +1,015,586+114.6% | Added |
| Exor Capital LLP | 1,529,892 | $13.5M | 0.35% | +329,892+27.5% | Added |
| BlackRock, Inc. | 1,521,949 | $13.4M | 0.00% | +44,742+3.0% | Added |
| Morgan Stanley | 1,369,081 | $12.1M | 0.00% | +1,368,083+137,082.5% | Added |
| Neumann Advisory Hong Kong Ltd | 1,031,880 | $9.10M | 3.91% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,000,000 | $8.82M | 1.87% | +500,000+100.0% | Added |
| Manufacturers Life Insurance Company, The | 906,471 | $8.00M | 0.01% | +906,471 | New |
| Janus Henderson Group PLC | 850,720 | $7.63M | 0.00% | +3710.0% | Added |
| Robeco Schweiz AG | 747,000 | $6.59M | 0.16% | +133,000+21.7% | Added |
| Hel Ved Capital Management Ltd | 715,913 | $6.31M | 3.18% | −289,087−28.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 672,887 | $5.93M | 0.01% | +189,881+39.3% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 370,000 | $3.26M | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 299,252 | $2.64M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 280,337 | $2.47M | 0.00% | +280,337 | New |
| Banque Cantonale Vaudoise | 264,800 | $2.34M | 0.10% | +264,800 | New |
| Marshall Wace, LLP | 253,517 | $2.24M | 0.00% | +253,517 | New |
| Alliancebernstein L.P. | 233,707 | $2.06M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 209,318 | $1.85M | 0.00% | +208,684+32,915.5% | Added |
| Ghisallo Capital Management LLC | 185,000 | $1.63M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 129,674 | $1.14M | 0.00% | +129,674 | New |
| Baader Bank INC | 129,195 | $1.14M | 0.11% | +129,195 | New |
| UBS Group AG | 124,727 | $1.10M | 0.00% | −26,237−17.4% | Reduced |
| Balyasny Asset Management LLC | 113,386 | $1.00M | 0.00% | +113,386 | New |
| Stifel Financial Corp | 111,154 | $980.4K | 0.00% | +24,932+28.9% | Added |
| Yarbrough Capital, LLC | 100,001 | $882.0K | 0.04% | +27,538+38.0% | Added |
| HITE Hedge Asset Management LLC | 98,588 | $869.5K | 0.05% | +30,654+45.1% | Added |
| Verition Fund Management LLC | 89,510 | $789.5K | 0.00% | +89,510 | New |
| Lighthouse Investment Partners, LLC | 59,985 | $529.1K | 0.02% | −18,200−23.3% | Reduced |
| Renaissance Technologies LLC | 58,000 | $511.6K | 0.00% | +58,000 | New |
| Cresset Asset Management, LLC | 50,000 | $441.0K | 0.00% | +50,000 | New |
| Itau Unibanco Holding S.A. | 40,000 | $353.0K | 0.01% | −60,000−60.0% | Reduced |
| Renaissance Capital LLC | 39,913 | $352.0K | 0.27% | +39,913 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 39,147 | $345.3K | 0.00% | +39,147 | New |
| Prudential PLC | 37,911 | $334.4K | 0.00% | +37,911 | New |
| Allspring Global Investments Holdings, LLC | 33,205 | $292.9K | 0.00% | +33,205 | New |
| Oasis Management Co Ltd. | 33,200 | $292.8K | 0.10% | +33,200 | New |
| Caitong International Asset Management Co., Ltd | 25,937 | $228.8K | 0.17% | +25,937 | New |
| Northern Trust Corp | 22,731 | $200.5K | 0.00% | +22,731 | New |
| Wexford Capital LP | 20,976 | $185.0K | 0.05% | +20,976 | New |
| Squarepoint Ops LLC | 18,818 | $166.0K | 0.00% | −29,314−60.9% | Reduced |
| Goldman Sachs Group Inc | 15,805 | $139.4K | 0.00% | +15,805 | New |
| Two Sigma Investments, LP | 14,885 | $131.3K | 0.00% | +14,885 | New |
| Keystone Investors Pte Ltd | 13,593 | $119.9K | 0.02% | +13,593 | New |
| LPL Financial LLC | 11,763 | $103.8K | 0.00% | +11,763 | New |
| Geode Capital Management, LLC | 10,158 | $89.6K | 0.00% | +10,158 | New |
| Mirae Asset Global Investments Co., Ltd. | 632,791 | $71.7K | 0.00% | +613,238+3,136.3% | Added |
| Royal Bank of Canada | 4,000 | $35.0K | 0.00% | +4,000 | New |
| SBI Securities Co., Ltd. | 1,749 | $15.4K | 0.00% | +725+70.8% | Added |
| Jones Financial Companies LLLP | 1,470 | $13.2K | 0.00% | +1,470 | New |
| BNP Paribas Arbitrage, SA | 400 | $3.53K | 0.00% | +400 | New |
| Sierra Ocean, LLC | 73 | $644 | 0.00% | +73 | New |
| ORG Partners LLC | 30 | $236 | 0.00% | +30 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −739,797−100.0% | Sold out |
| Pamalican Asset Management Ltd | 0 | $0 | 0.00% | −551,734−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −480,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −153,760−100.0% | Sold out |
| Matthews International Capital Management LLC | 0 | $0 | 0.00% | −115,290−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −41,538−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −28,039−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −14,782−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Context Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |