Skip to main content

Pony AI Inc.

PONY
Exchange
Nasdaq
Industry
Services-Computer Integrated Systems Design
SEC CIK
0001969302

In the last 90 days, Pony AI Inc. insiders filed 0 open-market purchases and 3 sales; 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.

Institutional holdersQ4 2025: 139 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 46 institutionsQ1 2025: 58 institutionsQ2 2025: 109 institutionsQ3 2025: 140 institutionsQ4 2025: 139 institutionsQ1 2026: 148 institutionsQ2 2026: 155 institutions
Value heldQ4 2025: $1.42B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $501.7MQ1 2025: $370.8MQ2 2025: $1.02BQ3 2025: $2.43BQ4 2025: $1.42BQ1 2026: $1.08BQ2 2026: $949.0M
Institutions holding PONY and their total value by quarter
QuarterHoldersValue
Q2 2026155$949.0M
Q1 2026148$1.08B
Q4 2025139$1.42B
Q3 2025140$2.43B
Q2 2025109$1.02B
Q1 202558$370.8M
Q4 202446$501.7M
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q3 2025.

Institutions holding PONY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Handelsbanken Fonder AB13,700$199.0K0.00%+13,700New
Havemeyer Place LP11,786$170.9K0.03%+11,786New
Geode Capital Management, LLC11,318$164.1K0.00%00.0%Unchanged
Bridgefront Capital, LLC11,277$163.5K0.04%+11,277New
Ameriprise Financial Inc10,831$157.1K0.00%−157−1.4%Reduced
Delta Investment Management, LLC10,100$146.4K0.03%00.0%Unchanged
First Trust Advisors LP10,028$145.4K0.00%−960−8.7%Reduced
Barclays PLC8,809$127.7K0.00%−269,905−96.8%Reduced
Provenance Wealth Advisors, LLC6,168$89.4K0.01%−1,145−15.7%Reduced
IFP Advisors, Inc6,051$87.7K0.00%+5,367+784.6%Added
Federation des caisses Desjardins du Quebec5,953$86.3K0.00%−1,153−16.2%Reduced
Advisor Group Holdings, Inc.5,649$81.9K0.00%+927+19.6%Added
Royal Bank of Canada5,594$81.0K0.00%−2,320−29.3%Reduced
Quantbot Technologies LP5,493$79.6K0.00%+5,493New
Kestra Advisory Services, LLC5,151$74.7K0.00%+5,151New
Daiwa Securities Group Inc.4,561$66.0K0.00%+101+2.3%Added
BlackRock, Inc.3,801$55.1K0.00%−38,455−91.0%Reduced
Tower Research Capital LLC (TRC)3,331$48.3K0.00%−3,673−52.4%Reduced
Banque Cantonale Vaudoise2,741$40.0K0.00%−921−25.2%Reduced
Leonteq Securities AG2,590$37.6K0.00%00.0%Unchanged
Jones Financial Companies LLLP2,171$31.5K0.00%−26−1.2%Reduced
BNP Paribas Arbitrage, SA2,100$30.4K0.00%+2,100New
Deutsche Bank AG1,151$16.7K0.00%+164+16.6%Added
Gordian Capital Singapore Pte Ltd1,100$15.9K0.02%+1,000+1,000.0%Added
Horizon Financial Services, LLC1,000$14.5K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)628$9.11K0.00%+179+39.9%Added
CIBC Private Wealth Group, LLC544$7.89K0.00%00.0%Unchanged
Farther Finance Advisors, LLC380$5.51K0.00%+305+406.7%Added
Sound Income Strategies, LLC300$4.89K0.00%+300New
Harbour Investments, Inc.134$1.94K0.00%+5+3.9%Added
Larson Financial Group LLC100$1.45K0.00%00.0%Unchanged
Golden State Wealth Management, LLC100$1.45K0.00%00.0%Unchanged
Financial Consulate, Inc100$1.45K0.00%+100New
Assetmark, Inc64$9280.00%+27+73.0%Added
Bell Investment Advisors, Inc38$5510.00%00.0%Unchanged
Global Retirement Partners, LLC30$4350.00%+30New
Strategic Wealth Partners, Ltd.24$3480.00%−100−80.6%Reduced
SageView Advisory Group, LLC6$870.00%+6New
Rhumbline Advisers5$720.00%+5New
IDG China Capital Fund III Associates L.P.0$00.00%−4,570,712−100.0%Sold out
Toroso Investments, LLC0$00.00%−3,000,000−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−2,360,000−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−1,183,234−100.0%Sold out
Mubadala Investment Co PJSC0$00.00%−1,125,287−100.0%Sold out
Neumann Advisory Hong Kong Ltd0$00.00%−1,031,880−100.0%Sold out
SC China Holding Ltd0$00.00%−1,076,905−100.0%Sold out
Ci Investments Inc.0$00.00%−403,426−100.0%Sold out
UBS Oconnor LLC0$00.00%−311,224−100.0%Sold out
Carrhae Capital LLP0$00.00%−297,295−100.0%Sold out
Affinity Wealth Management LLC0$00.00%−249,611−100.0%Sold out
Quadrature Capital Ltd0$00.00%−153,750−100.0%Sold out
Covalis Capital LLP0$00.00%−64,492−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−59,896−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−50,000−100.0%Sold out
Scientech Research LLC0$00.00%−29,555−100.0%Sold out
Weiss Asset Management LP0$00.00%−26,142−100.0%Sold out
XTX Topco Ltd0$00.00%−23,028−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−20,000−100.0%Sold out
Two Sigma Investments, LP0$00.00%−19,700−100.0%Sold out
Cantor Fitzgerald, L. P.0$00.00%−16,520−100.0%Sold out
Centiva Capital, LP0$00.00%−12,776−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−10,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−6,872−100.0%Sold out
Hershey Trust Co0$00.00%−4,188−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,256−100.0%Sold out
National Bank of Canada0$00.00%−591−100.0%Sold out
Principal Securities, Inc.0$00.00%−401−100.0%Sold out
Signaturefd, LLC0$00.00%−200−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−84−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−18−100.0%Sold out
Erste Asset Management GmbH0$00.00%−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