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, Q4 2025
Institutional positions in Pony AI Inc. as of Dec 31, 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
- 139
- +3 vs. Q3 2025
- Shares held
- 98.2M
- −4.06M (−4.0%) vs. Q3 2025
- Total value
- $1.42B
- −$872.2M (−38.0%) vs. Q3 2025
- New holders
- 35
- 57 more added
- Sold out
- 32
- 34 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 17,615,617 | $255.4M | 0.01% | +1,147,454+7.0% | Added |
| Ontario Teachers Pension Plan Board | 6,492,530 | $94.1M | 2.09% | 00.0% | Unchanged |
| Baillie Gifford & Co | 6,301,650 | $91.4M | 0.08% | −158,713−2.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,232,995 | $61.4M | 0.09% | +268,165+6.8% | Added |
| Aspex Management (HK) Ltd | 4,140,447 | $60.0M | 1.22% | 00.0% | Unchanged |
| Exor Capital LLP | 4,107,512 | $59.6M | 1.05% | +1,727,620+72.6% | Added |
| Point72 Asset Management, L.P. | 3,209,963 | $46.5M | 0.07% | +980,148+44.0% | Added |
| Morgan Stanley | 3,024,346 | $43.9M | 0.00% | −285,956−8.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,900,000 | $42.0M | 0.14% | +2,530,000+683.8% | Added |
| Wellington Management Group LLP | 2,840,863 | $41.2M | 0.01% | +671,606+31.0% | Added |
| Citadel Advisors LLC | 2,607,874 | $37.8M | 0.03% | +321,779+14.1% | Added |
| Bamco Inc | 2,586,581 | $37.5M | 0.10% | +251,235+10.8% | Added |
| Marshall Wace, LLP | 2,502,711 | $36.3M | 0.03% | +1,765,718+239.6% | Added |
| Carlyle Group Inc. | 2,362,447 | $34.3M | 0.25% | 00.0% | Unchanged |
| FIL Ltd | 2,284,012 | $33.1M | 0.02% | +1,881,128+466.9% | Added |
| IDG China Venture Capital Fund IV Associates L.P. | 2,216,250 | $32.1M | 13.76% | −7,071,865−76.1% | Reduced |
| Jane Street Group, LLC | 2,004,782 | $29.1M | 0.03% | −57,920−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,974,499 | $28.6M | 0.02% | +1,435,358+266.2% | Added |
| Nikko Asset Management Americas, Inc. | 1,974,499 | $28.6M | 0.33% | +1,435,358+266.2% | Added |
| TMT General Partner Ltd | 1,917,414 | $27.8M | 11.30% | −1,236,334−39.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,651,452 | $23.9M | 0.16% | +378,762+29.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,231,714 | $17.9M | 0.24% | −847,285−40.8% | Reduced |
| Masters Capital Management LLC | 1,200,000 | $17.4M | 2.41% | +200,000+20.0% | Added |
| UBS Group AG | 1,155,207 | $16.8M | 0.00% | −46,808−3.9% | Reduced |
| Susquehanna International Group, LLP | 1,026,591 | $14.9M | 0.02% | +1,026,591 | New |
| Verition Fund Management LLC | 915,346 | $13.3M | 0.07% | +915,346 | New |
| Mirae Asset Global Investments Co., Ltd. | 898,409 | $13.0M | 0.04% | +61,681+7.4% | Added |
| Flight Deck Capital, LP | 853,900 | $12.4M | 10.56% | +181,300+27.0% | Added |
| Hel Ved Capital Management Ltd | 778,879 | $11.3M | 3.90% | +250,900+47.5% | Added |
| Millennium Management LLC | 687,817 | $9.97M | 0.01% | +687,817 | New |
| Keystone Investors Pte Ltd | 668,658 | $9.70M | 0.87% | +447,250+202.0% | Added |
| Yiheng Capital Management, L.P. | 653,215 | $9.47M | 4.13% | +452,915+226.1% | Added |
| Marex Group plc | 566,871 | $8.22M | 0.09% | +566,871 | New |
| SG Americas Securities, LLC | 543,825 | $7.88M | 0.01% | +538,666+10,441.3% | Added |
| Schonfeld Strategic Advisors LLC | 533,945 | $7.74M | 0.04% | +491,255+1,150.7% | Added |
| Armistice Capital, LLC | 468,000 | $6.79M | 0.17% | +218,700+87.7% | Added |
| State Street Corp | 463,546 | $6.72M | 0.00% | −229,634−33.1% | Reduced |
| M&G Plc | 444,157 | $6.66M | 0.03% | +444,157 | New |
| Yunqi Capital Ltd | 415,000 | $6.02M | 4.80% | +415,000 | New |
| Balyasny Asset Management LLC | 414,819 | $6.01M | 0.01% | +157,594+61.3% | Added |
| Old Mission Capital LLC | 386,835 | $5.61M | 0.22% | +386,835 | New |
| Clear Street Group Inc. | 381,068 | $5.53M | 0.03% | +61,670+19.3% | Added |
| Capital Fund Management S.A. | 378,529 | $5.49M | 0.05% | −7,530−2.0% | Reduced |
| Bank of America Corp | 296,720 | $4.30M | 0.00% | +251,321+553.6% | Added |
| Goldman Sachs Group Inc | 242,724 | $3.52M | 0.00% | −546,399−69.2% | Reduced |
| Baader Bank INC | 229,732 | $3.33M | 0.28% | +1,539+0.7% | Added |
| Alliancebernstein L.P. | 218,737 | $3.17M | 0.00% | +62,860+40.3% | Added |
| Citigroup Inc | 193,128 | $2.80M | 0.00% | +81,512+73.0% | Added |
| UBS Asset Management Americas Inc | 175,035 | $2.54M | 0.00% | +175,035 | New |
| Legal & General Group Plc | 158,430 | $2.30M | 0.00% | +20,148+14.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142,282 | $2.29M | 0.00% | +27,800+24.3% | Added |
| Schroder Investment Management Group | 152,420 | $2.21M | 0.00% | +13,585+9.8% | Added |
| Man Group plc | 148,161 | $2.15M | 0.00% | +92,924+168.2% | Added |
| The PNC Financial Services Group, Inc. | 130,000 | $1.89M | 0.00% | +100,000+333.3% | Added |
| Cresset Asset Management, LLC | 102,991 | $1.49M | 0.01% | +2,500+2.5% | Added |
| Evergreen Quality Fund GP, Ltd. | 100,000 | $1.45M | 0.03% | 00.0% | Unchanged |
| Wexford Capital LP | 98,627 | $1.43M | 0.37% | +2,629+2.7% | Added |
| Money Concepts Capital Corp | 93,546 | $1.36M | 0.08% | +1,881+2.1% | Added |
| Simplex Trading, LLC | 86,008 | $1.25M | 0.04% | +86,008 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 84,359 | $1.22M | 0.01% | +27,772+49.1% | Added |
| Stifel Financial Corp | 83,334 | $1.21M | 0.00% | +83,334 | New |
| Intercapital, LLC | 76,400 | $1.11M | 0.58% | +76,400 | New |
| Invesco Ltd. | 68,152 | $988.2K | 0.00% | +52,694+340.9% | Added |
| Nomura Holdings Inc | 66,940 | $970.6K | 0.00% | +54,236+426.9% | Added |
| Hudson Bay Capital Management LP | 66,149 | $959.2K | 0.01% | −155,371−70.1% | Reduced |
| D. E. Shaw & Co., Inc. | 54,586 | $791.5K | 0.00% | +12,420+29.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 54,000 | $783.0K | 0.00% | +54,000 | New |
| Walleye Capital LLC | 51,020 | $739.8K | 0.00% | +51,020 | New |
| Virtu Financial LLC | 50,738 | $736.0K | 0.03% | +24,316+92.0% | Added |
| Electron Capital Partners, LLC | 50,076 | $726.1K | 0.03% | +50,076 | New |
| HRT Financial LP | 47,353 | $686.0K | 0.00% | −508,613−91.5% | Reduced |
| Profund Advisors LLC | 45,926 | $665.9K | 0.02% | +35,359+334.6% | Added |
| Squarepoint Ops LLC | 45,277 | $656.5K | 0.00% | −43,469−49.0% | Reduced |
| Green Alpha Advisors, LLC | 42,708 | $619.3K | 0.57% | +42,708 | New |
| Allianz Asset Management GmbH | 42,287 | $613.2K | 0.00% | +18,134+75.1% | Added |
| Krane Funds Advisors LLC | 35,568 | $515.7K | 0.02% | +35,568 | New |
| Eschler Asset Management LLP | 34,700 | $503.1K | 0.34% | −10,500−23.2% | Reduced |
| Pathstone Holdings, LLC | 31,338 | $454.4K | 0.00% | +31,338 | New |
| Price T Rowe Associates Inc | 30,114 | $437.0K | 0.00% | −6,547−17.9% | Reduced |
| CIBC World Markets Inc. | 29,754 | $431.4K | 0.00% | −128−0.4% | Reduced |
| Themes Management Co LLC | 25,101 | $364.0K | 0.29% | +25,101 | New |
| Cetera Investment Advisers | 25,019 | $362.8K | 0.00% | +13,203+111.7% | Added |
| AlphaCentric Advisors LLC | 25,000 | $362.5K | 0.36% | +25,000 | New |
| Ieq Capital, LLC | 23,929 | $347.0K | 0.00% | +11,629+94.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 23,787 | $344.9K | 0.01% | −399,019−94.4% | Reduced |
| Legend Capital Advisors LLC | 21,980 | $318.7K | 0.18% | +21,980 | New |
| Colony Group, LLC | 21,906 | $317.6K | 0.00% | −1,500−6.4% | Reduced |
| Group One Trading, L.P. | 21,705 | $314.7K | 0.01% | −59,660−73.3% | Reduced |
| Rafferty Asset Management, LLC | 21,266 | $308.4K | 0.00% | +21,266 | New |
| Calamos Advisors LLC | 20,820 | $301.9K | 0.00% | +6,420+44.6% | Added |
| Shay Capital LLC | 20,000 | $290.0K | 0.05% | +20,000 | New |
| JPMorgan Chase & Co | 19,881 | $288.3K | 0.00% | +17,771+842.2% | Added |
| Lighthouse Investment Partners, LLC | 19,828 | $287.5K | 0.01% | −4,889−19.8% | Reduced |
| SBI Securities Co., Ltd. | 19,127 | $277.3K | 0.01% | −748−3.8% | Reduced |
| LPL Financial LLC | 18,674 | $270.8K | 0.00% | +2,353+14.4% | Added |
| Renaissance Capital LLC | 16,881 | $244.8K | 0.18% | −16,809−49.9% | Reduced |
| Platinum Investment Management Ltd | 16,552 | $240.0K | 0.06% | +16,552 | New |
| Tairen Capital Ltd | 15,760 | $228.5K | 0.02% | +15,760 | New |
| Wells Fargo & Company | 14,515 | $210.5K | 0.00% | −58,286−80.1% | Reduced |
| Temasek Holdings (Private) Ltd | 14,510 | $210.4K | 0.00% | 00.0% | Unchanged |