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, Q2 2025
Institutional positions in Pony AI Inc. as of Jun 30, 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
- 109
- +51 vs. Q1 2025
- Shares held
- 77.6M
- +34.9M (+81.9%) vs. Q1 2025
- Total value
- $1.02B
- +$653.5M (+176.2%) vs. Q1 2025
- New holders
- 71
- 19 more added
- Sold out
- 20
- 14 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IDG China Venture Capital Fund IV Associates L.P. | 9,893,277 | $130.6M | 32.01% | −209,388−2.1% | Reduced |
| Baillie Gifford & Co | 7,137,437 | $94.2M | 0.07% | +7,137,437 | New |
| Ontario Teachers Pension Plan Board | 6,492,530 | $85.7M | 1.77% | +6,492,530 | New |
| IDG China Capital Fund III Associates L.P. | 6,394,257 | $84.4M | 3.82% | −135,332−2.1% | Reduced |
| SC China Holding Ltd | 5,922,997 | $78.2M | 4.03% | +5,922,997 | New |
| FMR LLC | 5,728,862 | $75.6M | 0.00% | +2,861,092+99.8% | Added |
| TMT General Partner Ltd | 5,447,189 | $71.9M | 23.26% | +5,447,189 | New |
| Exor Capital LLP | 2,379,892 | $31.4M | 0.68% | +850,000+55.6% | Added |
| Carlyle Group Inc. | 2,362,447 | $31.2M | 0.62% | 00.0% | Unchanged |
| Wellington Management Group LLP | 2,346,033 | $31.0M | 0.01% | +354,222+17.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,128,603 | $28.1M | 0.48% | +226,755+11.9% | Added |
| Goldman Sachs Group Inc | 1,887,366 | $24.9M | 0.00% | +1,871,561+11,841.6% | Added |
| Bamco Inc | 1,684,095 | $22.2M | 0.06% | +1,684,095 | New |
| Citadel Advisors LLC | 1,057,463 | $14.0M | 0.01% | +1,057,463 | New |
| Neumann Advisory Hong Kong Ltd | 1,031,880 | $13.6M | 4.86% | 00.0% | Unchanged |
| UBS Group AG | 1,016,741 | $13.4M | 0.00% | +892,014+715.2% | Added |
| Masters Capital Management LLC | 1,000,000 | $13.2M | 2.54% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 902,534 | $11.9M | 0.01% | −3,937−0.4% | Reduced |
| Jane Street Group, LLC | 840,694 | $11.1M | 0.02% | +840,694 | New |
| FIL Ltd | 709,422 | $9.36M | 0.01% | +709,422 | New |
| Citigroup Inc | 605,764 | $8.00M | 0.01% | +476,090+367.1% | Added |
| Balyasny Asset Management LLC | 602,952 | $7.96M | 0.02% | +489,566+431.8% | Added |
| Point72 Asset Management, L.P. | 599,040 | $7.91M | 0.02% | +599,040 | New |
| Polymer Capital Management (US) LLC | 566,800 | $7.48M | 1.23% | +566,800 | New |
| Morgan Stanley | 526,775 | $6.95M | 0.00% | −842,306−61.5% | Reduced |
| Aspex Management (HK) Ltd | 500,000 | $6.60M | 0.14% | −1,875,666−79.0% | Reduced |
| Hel Ved Capital Management Ltd | 495,979 | $6.55M | 2.95% | −219,934−30.7% | Reduced |
| Susquehanna International Group, LLP | 486,835 | $6.43M | 0.01% | +486,835 | New |
| State Street Corp | 483,275 | $6.38M | 0.00% | +483,275 | New |
| Hudson Bay Capital Management LP | 428,343 | $5.65M | 0.04% | +428,343 | New |
| Flight Deck Capital, LP | 405,400 | $5.35M | 5.66% | +405,400 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 370,000 | $4.88M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 332,847 | $4.39M | 0.00% | +99,140+42.4% | Added |
| Eschler Asset Management LLP | 320,300 | $4.24M | 3.22% | +320,300 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,539 | $3.85M | 0.00% | +291,539 | New |
| Nikko Asset Management Americas, Inc. | 291,539 | $3.85M | 0.04% | +291,539 | New |
| Barclays PLC | 281,210 | $3.71M | 0.00% | +281,210 | New |
| UBS Oconnor LLC | 279,208 | $3.69M | 0.10% | +279,208 | New |
| Baader Bank INC | 274,720 | $3.57M | 0.31% | +145,525+112.6% | Added |
| Marshall Wace, LLP | 265,503 | $3.50M | 0.00% | +11,986+4.7% | Added |
| Bank of America Corp | 235,182 | $3.10M | 0.00% | +25,864+12.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 227,062 | $3.00M | 0.01% | −405,729−64.1% | Reduced |
| Point72 Europe (London) LLP | 215,254 | $2.84M | 0.15% | +215,254 | New |
| Group One Trading, L.P. | 152,468 | $2.01M | 0.07% | +152,468 | New |
| Schroder Investment Management Group | 147,009 | $1.94M | 0.00% | +147,009 | New |
| Simplex Trading, LLC | 144,207 | $1.90M | 0.05% | +144,207 | New |
| JPMorgan Chase & Co | 139,362 | $1.84M | 0.00% | +139,362 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 128,225 | $1.69M | 0.00% | +128,225 | New |
| Legal & General Group Plc | 120,914 | $1.60M | 0.00% | +120,914 | New |
| Price T Rowe Associates Inc | 111,560 | $1.47M | 0.00% | +111,560 | New |
| XTX Topco Ltd | 108,665 | $1.43M | 0.06% | +108,665 | New |
| Cresset Asset Management, LLC | 100,000 | $1.32M | 0.01% | +50,000+100.0% | Added |
| Eleva Capital SAS | 78,782 | $1.04M | 0.22% | +78,782 | New |
| BlackRock, Inc. | 73,686 | $972.7K | 0.00% | −1,448,263−95.2% | Reduced |
| IMC-Chicago, LLC | 66,823 | $882.1K | 0.02% | +66,823 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 57,210 | $755.2K | 0.00% | +18,063+46.1% | Added |
| Prudential PLC | 43,389 | $572.7K | 0.00% | +5,478+14.4% | Added |
| Yaupon Capital Management LP | 39,320 | $519.0K | 0.03% | +39,320 | New |
| Banco BTG Pactual S.A. | 38,350 | $506.2K | 0.10% | +38,350 | New |
| Wolverine Trading, LLC | 33,869 | $462.7K | 0.01% | +33,869 | New |
| Common Fund for Nonprofit Organizations | 34,771 | $459.0K | 0.05% | +34,771 | New |
| Lighthouse Investment Partners, LLC | 32,383 | $427.5K | 0.02% | −27,602−46.0% | Reduced |
| Centiva Capital, LP | 30,618 | $404.2K | 0.03% | +30,618 | New |
| The PNC Financial Services Group, Inc. | 30,000 | $396.0K | 0.00% | +30,000 | New |
| CIBC World Markets Inc. | 29,594 | $390.6K | 0.00% | +29,594 | New |
| UBS Asset Management Americas Inc | 27,555 | $363.7K | 0.00% | +27,555 | New |
| Millennium Management LLC | 27,039 | $356.9K | 0.00% | +27,039 | New |
| BP PLC | 26,186 | $345.7K | 2.05% | +26,186 | New |
| Mission Creek Capital Partners, Inc. | 25,398 | $335.3K | 0.07% | +25,398 | New |
| PEAK6 LLC | 22,590 | $298.2K | 0.01% | +22,590 | New |
| Washington University | 20,948 | $276.5K | 0.23% | +20,948 | New |
| Hershey Trust Co | 20,948 | $276.5K | 0.00% | +20,948 | New |
| First Trust Advisors LP | 20,911 | $276.0K | 0.00% | +20,911 | New |
| Rafferty Asset Management, LLC | 20,423 | $269.6K | 0.00% | +20,423 | New |
| JGP Global Gestao de Recursos Ltda. | 17,901 | $236.3K | 0.12% | +17,901 | New |
| Renaissance Capital LLC | 17,111 | $225.9K | 0.16% | −22,802−57.1% | Reduced |
| LPL Financial LLC | 16,591 | $219.0K | 0.00% | +4,828+41.0% | Added |
| Johns Hopkins University | 15,711 | $207.4K | 0.01% | +15,711 | New |
| Invesco Ltd. | 15,623 | $206.2K | 0.00% | +15,623 | New |
| SBI Securities Co., Ltd. | 15,329 | $202.3K | 0.01% | +13,580+776.4% | Added |
| Wells Fargo & Company | 13,912 | $183.6K | 0.00% | +13,912 | New |
| Wexford Capital LP | 13,802 | $182.2K | 0.05% | −7,174−34.2% | Reduced |
| Royal Bank of Canada | 12,237 | $162.0K | 0.00% | +8,237+205.9% | Added |
| GF Fund Management Co. Ltd. | 11,978 | $158.1K | 0.00% | +11,978 | New |
| Advisor Group Holdings, Inc. | 10,572 | $139.5K | 0.00% | +10,572 | New |
| Geode Capital Management, LLC | 10,200 | $134.6K | 0.00% | +42+0.4% | Added |
| Provenance Wealth Advisors, LLC | 8,365 | $110.4K | 0.02% | +8,365 | New |
| Daiwa Securities Group Inc. | 4,886 | $64.0K | 0.00% | +4,886 | New |
| Point72 (DIFC) Ltd | 4,311 | $56.9K | 0.00% | +4,311 | New |
| Leonteq Securities AG | 3,000 | $39.6K | 0.00% | +3,000 | New |
| Banque Cantonale Vaudoise | 2,139 | $28.0K | 0.00% | −262,661−99.2% | Reduced |
| CWM, LLC | 2,144 | $28.0K | 0.00% | +2,144 | New |
| MY.Alpha Management HK Advisors Ltd | 1,800 | $23.8K | 0.02% | +1,800 | New |
| HHM Wealth Advisors, LLC | 1,430 | $18.9K | 0.00% | +1,430 | New |
| CIBC Private Wealth Group, LLC | 544 | $7.18K | 0.00% | +544 | New |
| Caitong International Asset Management Co., Ltd | 470 | $6.20K | 0.00% | −25,467−98.2% | Reduced |
| SRS Capital Advisors, Inc. | 350 | $4.62K | 0.00% | +350 | New |
| Jones Financial Companies LLLP | 273 | $3.73K | 0.00% | −1,197−81.4% | Reduced |
| Tower Research Capital LLC (TRC) | 272 | $3.59K | 0.00% | +272 | New |
| Ci Investments Inc. | 255 | $3.00K | 0.00% | +255 | New |