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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 5 | $72 | 0.00% | +5 | New |
| SageView Advisory Group, LLC | 6 | $87 | 0.00% | +6 | New |
| Strategic Wealth Partners, Ltd. | 24 | $348 | 0.00% | −100−80.6% | Reduced |
| Global Retirement Partners, LLC | 30 | $435 | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 38 | $551 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 64 | $928 | 0.00% | +27+73.0% | Added |
| Larson Financial Group LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $1.45K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 134 | $1.94K | 0.00% | +5+3.9% | Added |
| Sound Income Strategies, LLC | 300 | $4.89K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 380 | $5.51K | 0.00% | +305+406.7% | Added |
| CIBC Private Wealth Group, LLC | 544 | $7.89K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 628 | $9.11K | 0.00% | +179+39.9% | Added |
| Horizon Financial Services, LLC | 1,000 | $14.5K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,100 | $15.9K | 0.02% | +1,000+1,000.0% | Added |
| Deutsche Bank AG | 1,151 | $16.7K | 0.00% | +164+16.6% | Added |
| BNP Paribas Arbitrage, SA | 2,100 | $30.4K | 0.00% | +2,100 | New |
| Jones Financial Companies LLLP | 2,171 | $31.5K | 0.00% | −26−1.2% | Reduced |
| Leonteq Securities AG | 2,590 | $37.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,741 | $40.0K | 0.00% | −921−25.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,331 | $48.3K | 0.00% | −3,673−52.4% | Reduced |
| BlackRock, Inc. | 3,801 | $55.1K | 0.00% | −38,455−91.0% | Reduced |
| Daiwa Securities Group Inc. | 4,561 | $66.0K | 0.00% | +101+2.3% | Added |
| Kestra Advisory Services, LLC | 5,151 | $74.7K | 0.00% | +5,151 | New |
| Quantbot Technologies LP | 5,493 | $79.6K | 0.00% | +5,493 | New |
| Royal Bank of Canada | 5,594 | $81.0K | 0.00% | −2,320−29.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,649 | $81.9K | 0.00% | +927+19.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,953 | $86.3K | 0.00% | −1,153−16.2% | Reduced |
| IFP Advisors, Inc | 6,051 | $87.7K | 0.00% | +5,367+784.6% | Added |
| Provenance Wealth Advisors, LLC | 6,168 | $89.4K | 0.01% | −1,145−15.7% | Reduced |
| Barclays PLC | 8,809 | $127.7K | 0.00% | −269,905−96.8% | Reduced |
| First Trust Advisors LP | 10,028 | $145.4K | 0.00% | −960−8.7% | Reduced |
| Delta Investment Management, LLC | 10,100 | $146.4K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,831 | $157.1K | 0.00% | −157−1.4% | Reduced |
| Bridgefront Capital, LLC | 11,277 | $163.5K | 0.04% | +11,277 | New |
| Geode Capital Management, LLC | 11,318 | $164.1K | 0.00% | 00.0% | Unchanged |
| Havemeyer Place LP | 11,786 | $170.9K | 0.03% | +11,786 | New |
| Handelsbanken Fonder AB | 13,700 | $199.0K | 0.00% | +13,700 | New |
| Temasek Holdings (Private) Ltd | 14,510 | $210.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,515 | $210.5K | 0.00% | −58,286−80.1% | Reduced |
| Tairen Capital Ltd | 15,760 | $228.5K | 0.02% | +15,760 | New |
| Platinum Investment Management Ltd | 16,552 | $240.0K | 0.06% | +16,552 | New |
| Renaissance Capital LLC | 16,881 | $244.8K | 0.18% | −16,809−49.9% | Reduced |
| LPL Financial LLC | 18,674 | $270.8K | 0.00% | +2,353+14.4% | Added |
| SBI Securities Co., Ltd. | 19,127 | $277.3K | 0.01% | −748−3.8% | Reduced |
| Lighthouse Investment Partners, LLC | 19,828 | $287.5K | 0.01% | −4,889−19.8% | Reduced |
| JPMorgan Chase & Co | 19,881 | $288.3K | 0.00% | +17,771+842.2% | Added |
| Shay Capital LLC | 20,000 | $290.0K | 0.05% | +20,000 | New |
| Calamos Advisors LLC | 20,820 | $301.9K | 0.00% | +6,420+44.6% | Added |
| Rafferty Asset Management, LLC | 21,266 | $308.4K | 0.00% | +21,266 | New |
| Group One Trading, L.P. | 21,705 | $314.7K | 0.01% | −59,660−73.3% | Reduced |
| Colony Group, LLC | 21,906 | $317.6K | 0.00% | −1,500−6.4% | Reduced |
| Legend Capital Advisors LLC | 21,980 | $318.7K | 0.18% | +21,980 | New |
| Y-Intercept (Hong Kong) Ltd | 23,787 | $344.9K | 0.01% | −399,019−94.4% | Reduced |
| Ieq Capital, LLC | 23,929 | $347.0K | 0.00% | +11,629+94.5% | Added |
| AlphaCentric Advisors LLC | 25,000 | $362.5K | 0.36% | +25,000 | New |
| Cetera Investment Advisers | 25,019 | $362.8K | 0.00% | +13,203+111.7% | Added |
| Themes Management Co LLC | 25,101 | $364.0K | 0.29% | +25,101 | New |
| CIBC World Markets Inc. | 29,754 | $431.4K | 0.00% | −128−0.4% | Reduced |
| Price T Rowe Associates Inc | 30,114 | $437.0K | 0.00% | −6,547−17.9% | Reduced |
| Pathstone Holdings, LLC | 31,338 | $454.4K | 0.00% | +31,338 | New |
| Eschler Asset Management LLP | 34,700 | $503.1K | 0.34% | −10,500−23.2% | Reduced |
| Krane Funds Advisors LLC | 35,568 | $515.7K | 0.02% | +35,568 | New |
| Allianz Asset Management GmbH | 42,287 | $613.2K | 0.00% | +18,134+75.1% | Added |
| Green Alpha Advisors, LLC | 42,708 | $619.3K | 0.57% | +42,708 | New |
| Squarepoint Ops LLC | 45,277 | $656.5K | 0.00% | −43,469−49.0% | Reduced |
| Profund Advisors LLC | 45,926 | $665.9K | 0.02% | +35,359+334.6% | Added |
| HRT Financial LP | 47,353 | $686.0K | 0.00% | −508,613−91.5% | Reduced |
| Electron Capital Partners, LLC | 50,076 | $726.1K | 0.03% | +50,076 | New |
| Virtu Financial LLC | 50,738 | $736.0K | 0.03% | +24,316+92.0% | Added |
| Walleye Capital LLC | 51,020 | $739.8K | 0.00% | +51,020 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 54,000 | $783.0K | 0.00% | +54,000 | New |
| D. E. Shaw & Co., Inc. | 54,586 | $791.5K | 0.00% | +12,420+29.5% | Added |
| Hudson Bay Capital Management LP | 66,149 | $959.2K | 0.01% | −155,371−70.1% | Reduced |
| Nomura Holdings Inc | 66,940 | $970.6K | 0.00% | +54,236+426.9% | Added |
| Invesco Ltd. | 68,152 | $988.2K | 0.00% | +52,694+340.9% | Added |
| Intercapital, LLC | 76,400 | $1.11M | 0.58% | +76,400 | New |
| Stifel Financial Corp | 83,334 | $1.21M | 0.00% | +83,334 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 84,359 | $1.22M | 0.01% | +27,772+49.1% | Added |
| Simplex Trading, LLC | 86,008 | $1.25M | 0.04% | +86,008 | New |
| Money Concepts Capital Corp | 93,546 | $1.36M | 0.08% | +1,881+2.1% | Added |
| Wexford Capital LP | 98,627 | $1.43M | 0.37% | +2,629+2.7% | Added |
| Evergreen Quality Fund GP, Ltd. | 100,000 | $1.45M | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 102,991 | $1.49M | 0.01% | +2,500+2.5% | Added |
| The PNC Financial Services Group, Inc. | 130,000 | $1.89M | 0.00% | +100,000+333.3% | Added |
| Man Group plc | 148,161 | $2.15M | 0.00% | +92,924+168.2% | Added |
| Schroder Investment Management Group | 152,420 | $2.21M | 0.00% | +13,585+9.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 142,282 | $2.29M | 0.00% | +27,800+24.3% | Added |
| Legal & General Group Plc | 158,430 | $2.30M | 0.00% | +20,148+14.6% | Added |
| UBS Asset Management Americas Inc | 175,035 | $2.54M | 0.00% | +175,035 | New |
| Citigroup Inc | 193,128 | $2.80M | 0.00% | +81,512+73.0% | Added |
| Alliancebernstein L.P. | 218,737 | $3.17M | 0.00% | +62,860+40.3% | Added |
| Baader Bank INC | 229,732 | $3.33M | 0.28% | +1,539+0.7% | Added |
| Goldman Sachs Group Inc | 242,724 | $3.52M | 0.00% | −546,399−69.2% | Reduced |
| Bank of America Corp | 296,720 | $4.30M | 0.00% | +251,321+553.6% | Added |
| Capital Fund Management S.A. | 378,529 | $5.49M | 0.05% | −7,530−2.0% | Reduced |
| Clear Street Group Inc. | 381,068 | $5.53M | 0.03% | +61,670+19.3% | Added |
| Old Mission Capital LLC | 386,835 | $5.61M | 0.22% | +386,835 | New |
| Balyasny Asset Management LLC | 414,819 | $6.01M | 0.01% | +157,594+61.3% | Added |