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 |
|---|---|---|---|---|---|
| Yunqi Capital Ltd | 415,000 | $6.02M | 4.80% | +415,000 | New |
| M&G Plc | 444,157 | $6.66M | 0.03% | +444,157 | New |
| State Street Corp | 463,546 | $6.72M | 0.00% | −229,634−33.1% | Reduced |
| Armistice Capital, LLC | 468,000 | $6.79M | 0.17% | +218,700+87.7% | Added |
| Schonfeld Strategic Advisors LLC | 533,945 | $7.74M | 0.04% | +491,255+1,150.7% | Added |
| SG Americas Securities, LLC | 543,825 | $7.88M | 0.01% | +538,666+10,441.3% | Added |
| Marex Group plc | 566,871 | $8.22M | 0.09% | +566,871 | New |
| Yiheng Capital Management, L.P. | 653,215 | $9.47M | 4.13% | +452,915+226.1% | Added |
| Keystone Investors Pte Ltd | 668,658 | $9.70M | 0.87% | +447,250+202.0% | Added |
| Millennium Management LLC | 687,817 | $9.97M | 0.01% | +687,817 | New |
| Hel Ved Capital Management Ltd | 778,879 | $11.3M | 3.90% | +250,900+47.5% | Added |
| Flight Deck Capital, LP | 853,900 | $12.4M | 10.56% | +181,300+27.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 898,409 | $13.0M | 0.04% | +61,681+7.4% | Added |
| Verition Fund Management LLC | 915,346 | $13.3M | 0.07% | +915,346 | New |
| Susquehanna International Group, LLP | 1,026,591 | $14.9M | 0.02% | +1,026,591 | New |
| UBS Group AG | 1,155,207 | $16.8M | 0.00% | −46,808−3.9% | Reduced |
| Masters Capital Management LLC | 1,200,000 | $17.4M | 2.41% | +200,000+20.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,231,714 | $17.9M | 0.24% | −847,285−40.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,651,452 | $23.9M | 0.16% | +378,762+29.8% | Added |
| TMT General Partner Ltd | 1,917,414 | $27.8M | 11.30% | −1,236,334−39.2% | 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 |
| Jane Street Group, LLC | 2,004,782 | $29.1M | 0.03% | −57,920−2.8% | Reduced |
| IDG China Venture Capital Fund IV Associates L.P. | 2,216,250 | $32.1M | 13.76% | −7,071,865−76.1% | Reduced |
| FIL Ltd | 2,284,012 | $33.1M | 0.02% | +1,881,128+466.9% | Added |
| Carlyle Group Inc. | 2,362,447 | $34.3M | 0.25% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,502,711 | $36.3M | 0.03% | +1,765,718+239.6% | Added |
| Bamco Inc | 2,586,581 | $37.5M | 0.10% | +251,235+10.8% | Added |
| Citadel Advisors LLC | 2,607,874 | $37.8M | 0.03% | +321,779+14.1% | Added |
| Wellington Management Group LLP | 2,840,863 | $41.2M | 0.01% | +671,606+31.0% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,900,000 | $42.0M | 0.14% | +2,530,000+683.8% | Added |
| Morgan Stanley | 3,024,346 | $43.9M | 0.00% | −285,956−8.6% | Reduced |
| Point72 Asset Management, L.P. | 3,209,963 | $46.5M | 0.07% | +980,148+44.0% | Added |
| Exor Capital LLP | 4,107,512 | $59.6M | 1.05% | +1,727,620+72.6% | Added |
| Aspex Management (HK) Ltd | 4,140,447 | $60.0M | 1.22% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,232,995 | $61.4M | 0.09% | +268,165+6.8% | Added |
| Baillie Gifford & Co | 6,301,650 | $91.4M | 0.08% | −158,713−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 6,492,530 | $94.1M | 2.09% | 00.0% | Unchanged |
| FMR LLC | 17,615,617 | $255.4M | 0.01% | +1,147,454+7.0% | Added |
| IDG China Capital Fund III Associates L.P. | 0 | $0 | 0.00% | −4,570,712−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,000,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −2,360,000−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −1,183,234−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −1,125,287−100.0% | Sold out |
| Neumann Advisory Hong Kong Ltd | 0 | $0 | 0.00% | −1,031,880−100.0% | Sold out |
| SC China Holding Ltd | 0 | $0 | 0.00% | −1,076,905−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −403,426−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −311,224−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −297,295−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −249,611−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −153,750−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −64,492−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −59,896−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −29,555−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −26,142−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −23,028−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −16,520−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,776−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,872−100.0% | Sold out |
| Hershey Trust Co | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −401−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Eleva Capital SAS | – | – | – | – | Not filed |