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