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, Q3 2025
Institutional positions in Pony AI Inc. as of Sep 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
- 140
- +31 vs. Q2 2025
- Shares held
- 108.1M
- +30.5M (+39.3%) vs. Q2 2025
- Total value
- $2.43B
- +$1.40B (+137.1%) vs. Q2 2025
- New holders
- 58
- 31 more added
- Sold out
- 27
- 38 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 16,468,163 | $370.4M | 0.02% | +10,739,301+187.5% | Added |
| IDG China Venture Capital Fund IV Associates L.P. | 9,288,115 | $208.9M | 43.85% | −605,162−6.1% | Reduced |
| Ontario Teachers Pension Plan Board | 6,492,530 | $146.0M | 3.37% | 00.0% | Unchanged |
| Baillie Gifford & Co | 6,460,363 | $145.3M | 0.11% | −677,074−9.5% | Reduced |
| Point72 Hong Kong Ltd | 5,522,833 | $124.2M | 5.74% | +5,522,833 | New |
| IDG China Capital Fund III Associates L.P. | 4,570,712 | $102.8M | 6.52% | −1,823,545−28.5% | Reduced |
| Aspex Management (HK) Ltd | 4,140,447 | $93.1M | 1.99% | +3,640,447+728.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,964,830 | $89.2M | 0.14% | +3,964,830 | New |
| Morgan Stanley | 3,310,302 | $74.4M | 0.00% | +2,783,527+528.4% | Added |
| TMT General Partner Ltd | 3,153,748 | $70.9M | 18.79% | −2,293,441−42.1% | Reduced |
| Toroso Investments, LLC | 3,000,000 | $67.5M | 0.29% | +3,000,000 | New |
| Exor Capital LLP | 2,379,892 | $53.5M | 1.00% | 00.0% | Unchanged |
| Carlyle Group Inc. | 2,362,447 | $53.1M | 1.22% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 2,360,000 | $53.1M | 1.74% | +2,360,000 | New |
| Bamco Inc | 2,335,346 | $52.5M | 0.14% | +651,251+38.7% | Added |
| Citadel Advisors LLC | 2,286,095 | $51.4M | 0.04% | +1,228,632+116.2% | Added |
| Point72 Asset Management, L.P. | 2,229,815 | $50.1M | 0.11% | +1,630,775+272.2% | Added |
| Wellington Management Group LLP | 2,169,257 | $48.8M | 0.01% | −176,776−7.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,078,999 | $46.8M | 0.74% | −49,604−2.3% | Reduced |
| Jane Street Group, LLC | 2,062,702 | $46.4M | 0.05% | +1,222,008+145.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,272,690 | $28.6M | 0.17% | +1,272,690 | New |
| UBS Group AG | 1,202,015 | $27.0M | 0.01% | +185,274+18.2% | Added |
| Manufacturers Life Insurance Company, The | 1,183,234 | $26.6M | 0.02% | +280,700+31.1% | Added |
| Mubadala Investment Co PJSC | 1,125,287 | $25.3M | 0.14% | +1,125,287 | New |
| Neumann Advisory Hong Kong Ltd | 1,031,880 | $23.2M | 5.90% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,000,000 | $22.5M | 3.61% | 00.0% | Unchanged |
| SC China Holding Ltd | 1,076,905 | $20.7M | 1.08% | −4,846,092−81.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 836,728 | $18.8M | 0.06% | +609,666+268.5% | Added |
| Goldman Sachs Group Inc | 789,123 | $17.7M | 0.00% | −1,098,243−58.2% | Reduced |
| Marshall Wace, LLP | 736,993 | $16.6M | 0.02% | +471,490+177.6% | Added |
| State Street Corp | 693,180 | $15.6M | 0.00% | +209,905+43.4% | Added |
| Flight Deck Capital, LP | 672,600 | $15.1M | 11.45% | +267,200+65.9% | Added |
| HRT Financial LP | 555,966 | $12.5M | 0.05% | +555,966 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,141 | $12.1M | 0.01% | +247,602+84.9% | Added |
| Nikko Asset Management Americas, Inc. | 539,141 | $12.1M | 0.12% | +247,602+84.9% | Added |
| Hel Ved Capital Management Ltd | 527,979 | $11.9M | 6.44% | +32,000+6.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 422,806 | $9.51M | 0.23% | +422,806 | New |
| Ci Investments Inc. | 403,426 | $9.07M | 0.03% | +403,171+158,106.3% | Added |
| FIL Ltd | 402,884 | $9.06M | 0.01% | −306,538−43.2% | Reduced |
| Capital Fund Management S.A. | 386,059 | $8.68M | 0.09% | +386,059 | New |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 370,000 | $8.32M | 0.03% | 00.0% | Unchanged |
| Clear Street Group Inc. | 319,398 | $7.18M | 0.03% | +319,398 | New |
| UBS Oconnor LLC | 311,224 | $7.00M | 0.21% | +32,016+11.5% | Added |
| Carrhae Capital LLP | 297,295 | $6.69M | 0.63% | +297,295 | New |
| Barclays PLC | 278,714 | $6.27M | 0.00% | −2,496−0.9% | Reduced |
| Balyasny Asset Management LLC | 257,225 | $5.78M | 0.01% | −345,727−57.3% | Reduced |
| Affinity Wealth Management LLC | 249,611 | $5.61M | 0.82% | +249,611 | New |
| Armistice Capital, LLC | 249,300 | $5.61M | 0.18% | +249,300 | New |
| Baader Bank INC | 228,193 | $5.09M | 0.42% | −46,527−16.9% | Reduced |
| Hudson Bay Capital Management LP | 221,520 | $4.98M | 0.03% | −206,823−48.3% | Reduced |
| Keystone Investors Pte Ltd | 221,408 | $4.98M | 0.58% | +221,408 | New |
| Yiheng Capital Management, L.P. | 200,300 | $4.50M | 1.49% | +200,300 | New |
| Cubist Systematic Strategies, LLC | 167,997 | $3.78M | 0.05% | +167,997 | New |
| Alliancebernstein L.P. | 155,877 | $3.51M | 0.00% | −176,970−53.2% | Reduced |
| Quadrature Capital Ltd | 153,750 | $3.46M | 0.04% | +153,750 | New |
| Schroder Investment Management Group | 138,835 | $3.12M | 0.00% | −8,174−5.6% | Reduced |
| Legal & General Group Plc | 138,282 | $3.11M | 0.00% | +17,368+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 114,482 | $2.57M | 0.00% | −13,743−10.7% | Reduced |
| Citigroup Inc | 111,616 | $2.51M | 0.00% | −494,148−81.6% | Reduced |
| Cresset Asset Management, LLC | 100,491 | $2.26M | 0.01% | +491+0.5% | Added |
| Evergreen Quality Fund GP, Ltd. | 100,000 | $2.25M | 0.05% | +100,000 | New |
| Wexford Capital LP | 95,998 | $2.16M | 0.65% | +82,196+595.5% | Added |
| Money Concepts Capital Corp | 91,665 | $2.06M | 0.13% | +91,665 | New |
| Squarepoint Ops LLC | 88,746 | $2.00M | 0.00% | +88,746 | New |
| Group One Trading, L.P. | 81,365 | $1.83M | 0.05% | −71,103−46.6% | Reduced |
| Wolverine Trading, LLC | 77,343 | $1.76M | 0.04% | +43,474+128.4% | Added |
| Wells Fargo & Company | 72,801 | $1.64M | 0.00% | +58,889+423.3% | Added |
| Eleva Capital SAS | 68,462 | $1.54M | 0.41% | −10,320−13.1% | Reduced |
| Covalis Capital LLP | 64,492 | $1.45M | 0.17% | +64,492 | New |
| Voloridge Investment Management, LLC | 59,896 | $1.35M | 0.00% | +59,896 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 56,587 | $1.27M | 0.01% | −623−1.1% | Reduced |
| Man Group plc | 55,237 | $1.24M | 0.00% | +55,237 | New |
| Banco BTG Pactual S.A. | 50,000 | $1.12M | 0.16% | +11,650+30.4% | Added |
| Bank of America Corp | 45,399 | $1.02M | 0.00% | −189,783−80.7% | Reduced |
| Eschler Asset Management LLP | 45,200 | $1.02M | 0.75% | −275,100−85.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,690 | $960.1K | 0.01% | +42,690 | New |
| BlackRock, Inc. | 42,256 | $950.3K | 0.00% | −31,430−42.7% | Reduced |
| D. E. Shaw & Co., Inc. | 42,166 | $948.3K | 0.00% | +42,166 | New |
| Price T Rowe Associates Inc | 36,661 | $825.0K | 0.00% | −74,899−67.1% | Reduced |
| Renaissance Capital LLC | 33,690 | $757.7K | 0.42% | +16,579+96.9% | Added |
| The PNC Financial Services Group, Inc. | 30,000 | $674.7K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 29,882 | $672.0K | 0.00% | +288+1.0% | Added |
| Scientech Research LLC | 29,555 | $664.7K | 0.23% | +29,555 | New |
| Virtu Financial LLC | 26,422 | $594.0K | 0.03% | +26,422 | New |
| Weiss Asset Management LP | 26,142 | $587.9K | 0.01% | +26,142 | New |
| Lighthouse Investment Partners, LLC | 24,717 | $555.9K | 0.02% | −7,666−23.7% | Reduced |
| Allianz Asset Management GmbH | 24,153 | $543.2K | 0.00% | +24,153 | New |
| Colony Group, LLC | 23,406 | $526.4K | 0.00% | +23,406 | New |
| XTX Topco Ltd | 23,028 | $517.9K | 0.03% | −85,637−78.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 20,000 | $449.8K | 0.05% | +20,000 | New |
| SBI Securities Co., Ltd. | 19,875 | $447.0K | 0.01% | +4,546+29.7% | Added |
| Two Sigma Investments, LP | 19,700 | $443.1K | 0.00% | +19,700 | New |
| Cantor Fitzgerald, L. P. | 16,520 | $371.5K | 0.01% | +16,520 | New |
| LPL Financial LLC | 16,321 | $367.1K | 0.00% | −270−1.6% | Reduced |
| Invesco Ltd. | 15,458 | $347.6K | 0.00% | −165−1.1% | Reduced |
| Temasek Holdings (Private) Ltd | 14,510 | $326.3K | 0.00% | +14,510 | New |
| Calamos Advisors LLC | 14,400 | $323.9K | 0.00% | +14,400 | New |
| Centiva Capital, LP | 12,776 | $287.3K | 0.03% | −17,842−58.3% | Reduced |
| Nomura Holdings Inc | 12,704 | $285.7K | 0.00% | +12,704 | New |
| Ieq Capital, LLC | 12,300 | $276.6K | 0.00% | +12,300 | New |