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 |
|---|---|---|---|---|---|
| Carlyle Group Inc. | 2,362,447 | $31.2M | 0.62% | 00.0% | Unchanged |
| Exor Capital LLP | 2,379,892 | $31.4M | 0.68% | +850,000+55.6% | Added |
| TMT General Partner Ltd | 5,447,189 | $71.9M | 23.26% | +5,447,189 | New |
| FMR LLC | 5,728,862 | $75.6M | 0.00% | +2,861,092+99.8% | Added |
| SC China Holding Ltd | 5,922,997 | $78.2M | 4.03% | +5,922,997 | New |
| IDG China Capital Fund III Associates L.P. | 6,394,257 | $84.4M | 3.82% | −135,332−2.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,492,530 | $85.7M | 1.77% | +6,492,530 | New |
| Baillie Gifford & Co | 7,137,437 | $94.2M | 0.07% | +7,137,437 | New |
| IDG China Venture Capital Fund IV Associates L.P. | 9,893,277 | $130.6M | 32.01% | −209,388−2.1% | Reduced |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −850,720−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −747,000−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −672,887−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −299,252−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −280,337−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −185,000−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −111,154−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −100,001−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −98,588−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −89,510−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −33,205−100.0% | Sold out |
| Oasis Management Co Ltd. | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −22,731−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,818−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,885−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −13,593−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |