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 |
|---|---|---|---|---|---|
| FIL Ltd | 402,884 | $9.06M | 0.01% | −306,538−43.2% | Reduced |
| Ci Investments Inc. | 403,426 | $9.07M | 0.03% | +403,171+158,106.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 422,806 | $9.51M | 0.23% | +422,806 | New |
| Hel Ved Capital Management Ltd | 527,979 | $11.9M | 6.44% | +32,000+6.5% | Added |
| Nikko Asset Management Americas, Inc. | 539,141 | $12.1M | 0.12% | +247,602+84.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,141 | $12.1M | 0.01% | +247,602+84.9% | Added |
| HRT Financial LP | 555,966 | $12.5M | 0.05% | +555,966 | New |
| Flight Deck Capital, LP | 672,600 | $15.1M | 11.45% | +267,200+65.9% | Added |
| State Street Corp | 693,180 | $15.6M | 0.00% | +209,905+43.4% | Added |
| Marshall Wace, LLP | 736,993 | $16.6M | 0.02% | +471,490+177.6% | Added |
| Goldman Sachs Group Inc | 789,123 | $17.7M | 0.00% | −1,098,243−58.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 836,728 | $18.8M | 0.06% | +609,666+268.5% | Added |
| SC China Holding Ltd | 1,076,905 | $20.7M | 1.08% | −4,846,092−81.8% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $22.5M | 3.61% | 00.0% | Unchanged |
| Neumann Advisory Hong Kong Ltd | 1,031,880 | $23.2M | 5.90% | 00.0% | Unchanged |
| Mubadala Investment Co PJSC | 1,125,287 | $25.3M | 0.14% | +1,125,287 | New |
| Manufacturers Life Insurance Company, The | 1,183,234 | $26.6M | 0.02% | +280,700+31.1% | Added |
| UBS Group AG | 1,202,015 | $27.0M | 0.01% | +185,274+18.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,272,690 | $28.6M | 0.17% | +1,272,690 | New |
| Jane Street Group, LLC | 2,062,702 | $46.4M | 0.05% | +1,222,008+145.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,078,999 | $46.8M | 0.74% | −49,604−2.3% | Reduced |
| Wellington Management Group LLP | 2,169,257 | $48.8M | 0.01% | −176,776−7.5% | Reduced |
| Point72 Asset Management, L.P. | 2,229,815 | $50.1M | 0.11% | +1,630,775+272.2% | Added |
| Citadel Advisors LLC | 2,286,095 | $51.4M | 0.04% | +1,228,632+116.2% | Added |
| Bamco Inc | 2,335,346 | $52.5M | 0.14% | +651,251+38.7% | Added |
| Ghisallo Capital Management LLC | 2,360,000 | $53.1M | 1.74% | +2,360,000 | New |
| Carlyle Group Inc. | 2,362,447 | $53.1M | 1.22% | 00.0% | Unchanged |
| Exor Capital LLP | 2,379,892 | $53.5M | 1.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,000,000 | $67.5M | 0.29% | +3,000,000 | New |
| TMT General Partner Ltd | 3,153,748 | $70.9M | 18.79% | −2,293,441−42.1% | Reduced |
| Morgan Stanley | 3,310,302 | $74.4M | 0.00% | +2,783,527+528.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,964,830 | $89.2M | 0.14% | +3,964,830 | New |
| Aspex Management (HK) Ltd | 4,140,447 | $93.1M | 1.99% | +3,640,447+728.1% | Added |
| IDG China Capital Fund III Associates L.P. | 4,570,712 | $102.8M | 6.52% | −1,823,545−28.5% | Reduced |
| Point72 Hong Kong Ltd | 5,522,833 | $124.2M | 5.74% | +5,522,833 | New |
| Baillie Gifford & Co | 6,460,363 | $145.3M | 0.11% | −677,074−9.5% | Reduced |
| Ontario Teachers Pension Plan Board | 6,492,530 | $146.0M | 3.37% | 00.0% | Unchanged |
| IDG China Venture Capital Fund IV Associates L.P. | 9,288,115 | $208.9M | 43.85% | −605,162−6.1% | Reduced |
| FMR LLC | 16,468,163 | $370.4M | 0.02% | +10,739,301+187.5% | Added |
| Erste Asset Management GmbH | 6 | – | – | +6 | New |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −566,800−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −486,835−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −215,254−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −144,207−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −66,823−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −43,389−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −39,320−100.0% | Sold out |
| Common Fund for Nonprofit Organizations | 0 | $0 | 0.00% | −34,771−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −27,555−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,039−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −26,186−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −25,398−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |
| Washington University | 0 | $0 | 0.00% | −20,948−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −20,423−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −17,901−100.0% | Sold out |
| Johns Hopkins University | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −11,978−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| MY.Alpha Management HK Advisors Ltd | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Luminist Capital LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |