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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.

Institutional holdersQ2 2025: 109 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 46 institutionsQ1 2025: 58 institutionsQ2 2025: 109 institutionsQ3 2025: 140 institutionsQ4 2025: 139 institutionsQ1 2026: 148 institutionsQ2 2026: 155 institutions
Value heldQ2 2025: $1.02B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $501.7MQ1 2025: $370.8MQ2 2025: $1.02BQ3 2025: $2.43BQ4 2025: $1.42BQ1 2026: $1.08BQ2 2026: $949.0M
Institutions holding PONY and their total value by quarter
QuarterHoldersValue
Q2 2026155$949.0M
Q1 2026148$1.08B
Q4 2025139$1.42B
Q3 2025140$2.43B
Q2 2025109$1.02B
Q1 202558$370.8M
Q4 202446$501.7M
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q1 2025.

Institutions holding PONY in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tradewinds Capital Management, LLC2$270.00%+2New
Bell Investment Advisors, Inc38$5020.00%+38New
Raymond James Financial Inc70$9240.00%+70New
Sierra Ocean, LLC73$9640.00%00.0%Unchanged
Larson Financial Group LLC100$1.32K0.00%+100New
Golden State Wealth Management, LLC100$1.32K0.00%+100New
Gordian Capital Singapore Pte Ltd100$1.32K0.00%+100New
Harbour Investments, Inc.129$1.70K0.00%+129New
Luminist Capital LLC152$2.01K0.00%+152New
Ci Investments Inc.255$3.00K0.00%+255New
Tower Research Capital LLC (TRC)272$3.59K0.00%+272New
Jones Financial Companies LLLP273$3.73K0.00%−1,197−81.4%Reduced
SRS Capital Advisors, Inc.350$4.62K0.00%+350New
Caitong International Asset Management Co., Ltd470$6.20K0.00%−25,467−98.2%Reduced
CIBC Private Wealth Group, LLC544$7.18K0.00%+544New
HHM Wealth Advisors, LLC1,430$18.9K0.00%+1,430New
MY.Alpha Management HK Advisors Ltd1,800$23.8K0.02%+1,800New
Banque Cantonale Vaudoise2,139$28.0K0.00%−262,661−99.2%Reduced
CWM, LLC2,144$28.0K0.00%+2,144New
Leonteq Securities AG3,000$39.6K0.00%+3,000New
Point72 (DIFC) Ltd4,311$56.9K0.00%+4,311New
Daiwa Securities Group Inc.4,886$64.0K0.00%+4,886New
Provenance Wealth Advisors, LLC8,365$110.4K0.02%+8,365New
Geode Capital Management, LLC10,200$134.6K0.00%+42+0.4%Added
Advisor Group Holdings, Inc.10,572$139.5K0.00%+10,572New
GF Fund Management Co. Ltd.11,978$158.1K0.00%+11,978New
Royal Bank of Canada12,237$162.0K0.00%+8,237+205.9%Added
Wexford Capital LP13,802$182.2K0.05%−7,174−34.2%Reduced
Wells Fargo & Company13,912$183.6K0.00%+13,912New
SBI Securities Co., Ltd.15,329$202.3K0.01%+13,580+776.4%Added
Invesco Ltd.15,623$206.2K0.00%+15,623New
Johns Hopkins University15,711$207.4K0.01%+15,711New
LPL Financial LLC16,591$219.0K0.00%+4,828+41.0%Added
Renaissance Capital LLC17,111$225.9K0.16%−22,802−57.1%Reduced
JGP Global Gestao de Recursos Ltda.17,901$236.3K0.12%+17,901New
Rafferty Asset Management, LLC20,423$269.6K0.00%+20,423New
First Trust Advisors LP20,911$276.0K0.00%+20,911New
Washington University20,948$276.5K0.23%+20,948New
Hershey Trust Co20,948$276.5K0.00%+20,948New
PEAK6 LLC22,590$298.2K0.01%+22,590New
Mission Creek Capital Partners, Inc.25,398$335.3K0.07%+25,398New
BP PLC26,186$345.7K2.05%+26,186New
Millennium Management LLC27,039$356.9K0.00%+27,039New
UBS Asset Management Americas Inc27,555$363.7K0.00%+27,555New
CIBC World Markets Inc.29,594$390.6K0.00%+29,594New
The PNC Financial Services Group, Inc.30,000$396.0K0.00%+30,000New
Centiva Capital, LP30,618$404.2K0.03%+30,618New
Lighthouse Investment Partners, LLC32,383$427.5K0.02%−27,602−46.0%Reduced
Common Fund for Nonprofit Organizations34,771$459.0K0.05%+34,771New
Wolverine Trading, LLC33,869$462.7K0.01%+33,869New
Banco BTG Pactual S.A.38,350$506.2K0.10%+38,350New
Yaupon Capital Management LP39,320$519.0K0.03%+39,320New
Prudential PLC43,389$572.7K0.00%+5,478+14.4%Added
Lansforsakringar Fondforvaltning AB (publ)57,210$755.2K0.00%+18,063+46.1%Added
IMC-Chicago, LLC66,823$882.1K0.02%+66,823New
BlackRock, Inc.73,686$972.7K0.00%−1,448,263−95.2%Reduced
Eleva Capital SAS78,782$1.04M0.22%+78,782New
Cresset Asset Management, LLC100,000$1.32M0.01%+50,000+100.0%Added
XTX Topco Ltd108,665$1.43M0.06%+108,665New
Price T Rowe Associates Inc111,560$1.47M0.00%+111,560New
Legal & General Group Plc120,914$1.60M0.00%+120,914New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.128,225$1.69M0.00%+128,225New
JPMorgan Chase & Co139,362$1.84M0.00%+139,362New
Simplex Trading, LLC144,207$1.90M0.05%+144,207New
Schroder Investment Management Group147,009$1.94M0.00%+147,009New
Group One Trading, L.P.152,468$2.01M0.07%+152,468New
Point72 Europe (London) LLP215,254$2.84M0.15%+215,254New
Mirae Asset Global Investments Co., Ltd.227,062$3.00M0.01%−405,729−64.1%Reduced
Bank of America Corp235,182$3.10M0.00%+25,864+12.4%Added
Marshall Wace, LLP265,503$3.50M0.00%+11,986+4.7%Added
Baader Bank INC274,720$3.57M0.31%+145,525+112.6%Added
UBS Oconnor LLC279,208$3.69M0.10%+279,208New
Barclays PLC281,210$3.71M0.00%+281,210New
Sumitomo Mitsui Trust Holdings, Inc.291,539$3.85M0.00%+291,539New
Nikko Asset Management Americas, Inc.291,539$3.85M0.04%+291,539New
Eschler Asset Management LLP320,300$4.24M3.22%+320,300New
Alliancebernstein L.P.332,847$4.39M0.00%+99,140+42.4%Added
Tiger Global Management LLCSuperinvestorTiger Global Management370,000$4.88M0.01%00.0%Unchanged
Flight Deck Capital, LP405,400$5.35M5.66%+405,400New
Hudson Bay Capital Management LP428,343$5.65M0.04%+428,343New
State Street Corp483,275$6.38M0.00%+483,275New
Susquehanna International Group, LLP486,835$6.43M0.01%+486,835New
Hel Ved Capital Management Ltd495,979$6.55M2.95%−219,934−30.7%Reduced
Aspex Management (HK) Ltd500,000$6.60M0.14%−1,875,666−79.0%Reduced
Morgan Stanley526,775$6.95M0.00%−842,306−61.5%Reduced
Polymer Capital Management (US) LLC566,800$7.48M1.23%+566,800New
Point72 Asset Management, L.P.599,040$7.91M0.02%+599,040New
Balyasny Asset Management LLC602,952$7.96M0.02%+489,566+431.8%Added
Citigroup Inc605,764$8.00M0.01%+476,090+367.1%Added
FIL Ltd709,422$9.36M0.01%+709,422New
Jane Street Group, LLC840,694$11.1M0.02%+840,694New
Manufacturers Life Insurance Company, The902,534$11.9M0.01%−3,937−0.4%Reduced
Masters Capital Management LLC1,000,000$13.2M2.54%00.0%Unchanged
UBS Group AG1,016,741$13.4M0.00%+892,014+715.2%Added
Neumann Advisory Hong Kong Ltd1,031,880$13.6M4.86%00.0%Unchanged
Citadel Advisors LLC1,057,463$14.0M0.01%+1,057,463New
Bamco Inc1,684,095$22.2M0.06%+1,684,095New
Goldman Sachs Group Inc1,887,366$24.9M0.00%+1,871,561+11,841.6%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management2,128,603$28.1M0.48%+226,755+11.9%Added
Wellington Management Group LLP2,346,033$31.0M0.01%+354,222+17.8%Added