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, Q1 2026
Institutional positions in Pony AI Inc. as of Mar 31, 2026. 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
- 148
- +12 vs. Q4 2025
- Shares held
- 111.4M
- +13.9M (+14.2%) vs. Q4 2025
- Total value
- $1.08B
- −$335.5M (−23.7%) vs. Q4 2025
- New holders
- 45
- 45 more added
- Sold out
- 33
- 41 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 13,910,926 | $131.3M | 0.01% | −3,704,691−21.0% | Reduced |
| SC China Holding Ltd | 7,538,358 | $100.1M | 6.62% | +7,538,358 | New |
| Vanguard Capital Management LLC | 7,868,349 | $74.3M | 0.00% | +7,868,349 | New |
| TMT General Partner Ltd | 6,942,135 | $65.5M | 26.23% | +5,024,721+262.1% | Added |
| Ontario Teachers Pension Plan Board | 6,492,530 | $61.3M | 1.79% | 00.0% | Unchanged |
| Baillie Gifford & Co | 6,359,468 | $60.0M | 0.06% | +57,818+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,276,552 | $40.3M | 0.05% | +43,557+1.0% | Added |
| Aspex Management (HK) Ltd | 4,140,447 | $39.1M | 0.57% | 00.0% | Unchanged |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | $37.7M | 17.18% | +1,773,000+80.0% | Added |
| Exor Capital LLP | 3,324,068 | $31.4M | 0.62% | −783,444−19.1% | Reduced |
| Morgan Stanley | 3,203,944 | $30.2M | 0.00% | +179,598+5.9% | Added |
| Wellington Management Group LLP | 3,033,786 | $28.6M | 0.01% | +192,923+6.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,900,000 | $27.4M | 0.12% | 00.0% | Unchanged |
| Carlyle Group Inc. | 2,362,447 | $22.3M | 0.21% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 2,142,015 | $20.2M | 0.01% | +2,142,015 | New |
| Bamco Inc | 2,125,643 | $20.1M | 0.06% | −460,938−17.8% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,926,151 | $18.2M | 0.14% | +274,699+16.6% | Added |
| UBS Group AG | 1,891,637 | $17.9M | 0.00% | +736,430+63.7% | Added |
| Citadel Advisors LLC | 1,864,902 | $17.6M | 0.01% | −742,972−28.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,821,735 | $17.2M | 0.01% | −152,764−7.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,821,735 | $17.2M | 0.24% | −152,764−7.7% | Reduced |
| FIL Ltd | 1,673,083 | $15.8M | 0.01% | −610,929−26.7% | Reduced |
| M&G Plc | 1,638,326 | $14.7M | 0.08% | +1,194,169+268.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,292,309 | $12.2M | 0.17% | +60,595+4.9% | Added |
| Holocene Advisors, LP | 1,224,555 | $11.6M | 0.03% | +1,224,555 | New |
| Eurizon Capital SGR S.p.A. | 1,180,054 | $11.1M | 0.03% | +1,180,054 | New |
| Masters Capital Management LLC | 950,000 | $8.97M | 1.32% | −250,000−20.8% | Reduced |
| Marex Group plc | 860,929 | $8.13M | 0.08% | +294,058+51.9% | Added |
| Flight Deck Capital, LP | 839,900 | $7.93M | 5.77% | −14,000−1.6% | Reduced |
| Susquehanna International Group, LLP | 759,139 | $7.17M | 0.01% | −267,452−26.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 720,822 | $6.80M | 0.02% | −177,587−19.8% | Reduced |
| Yiheng Capital Management, L.P. | 653,215 | $6.17M | 2.67% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 571,575 | $5.40M | 0.01% | +27,750+5.1% | Added |
| Armistice Capital, LLC | 536,000 | $5.06M | 0.17% | +68,000+14.5% | Added |
| State Street Corp | 504,263 | $4.76M | 0.00% | +40,717+8.8% | Added |
| Goldman Sachs Group Inc | 487,999 | $4.61M | 0.00% | +245,275+101.1% | Added |
| Vontobel Holding Ltd. | 478,708 | $4.52M | 0.02% | +478,708 | New |
| Mitsubishi UFJ Trust & Banking Corp | 473,317 | $4.47M | 0.01% | +473,317 | New |
| Yunqi Capital Ltd | 415,000 | $3.92M | 4.24% | 00.0% | Unchanged |
| Legal & General Group Plc | 393,896 | $3.72M | 0.00% | +235,466+148.6% | Added |
| Vanguard Asset Management, Ltd | 373,664 | $3.53M | 0.00% | +373,664 | New |
| Evergreen Quality Fund GP, Ltd. | 349,800 | $3.30M | 0.08% | +249,800+249.8% | Added |
| Pictet Asset Management Holding SA | 333,014 | $3.14M | 0.00% | +333,014 | New |
| Charles Schwab Investment Management Inc | 315,915 | $2.98M | 0.00% | +315,915 | New |
| Baader Bank INC | 204,504 | $1.93M | 0.19% | −25,228−11.0% | Reduced |
| Dnca Finance | 187,500 | $1.77M | 0.10% | +187,500 | New |
| Squarepoint Ops LLC | 173,079 | $1.63M | 0.00% | +127,802+282.3% | Added |
| Franklin Resources Inc | 163,676 | $1.55M | 0.00% | +163,676 | New |
| UBS Asset Management Americas Inc | 162,556 | $1.53M | 0.00% | −12,479−7.1% | Reduced |
| Jump Financial, LLC | 162,095 | $1.53M | 0.02% | +162,095 | New |
| BlackRock, Inc. | 156,327 | $1.48M | 0.00% | +152,526+4,012.8% | Added |
| Verition Fund Management LLC | 150,078 | $1.42M | 0.01% | −765,268−83.6% | Reduced |
| Schroder Investment Management Group | 149,171 | $1.41M | 0.00% | −3,249−2.1% | Reduced |
| Bank of America Corp | 137,854 | $1.30M | 0.00% | −158,866−53.5% | Reduced |
| Citigroup Inc | 137,361 | $1.30M | 0.00% | −55,767−28.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 135,757 | $1.28M | 0.00% | −6,525−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 130,000 | $1.23M | 0.00% | 00.0% | Unchanged |
| Renaissance Capital LLC | 119,586 | $1.18M | 0.86% | +102,705+608.4% | Added |
| Quantinno Capital Management LP | 110,340 | $1.04M | 0.00% | +110,340 | New |
| XTX Topco Ltd | 108,901 | $1.03M | 0.02% | +108,901 | New |
| Money Concepts Capital Corp | 106,065 | $1.00M | 0.06% | +12,519+13.4% | Added |
| Point72 Asset Management, L.P. | 103,560 | $977.6K | 0.00% | −3,106,403−96.8% | Reduced |
| Cresset Asset Management, LLC | 100,491 | $948.6K | 0.00% | −2,500−2.4% | Reduced |
| IMC-Chicago, LLC | 95,321 | $899.8K | 0.01% | +95,321 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 75,000 | $708.0K | 0.01% | +75,000 | New |
| Walleye Trading LLC | 72,799 | $687.2K | 0.01% | +72,799 | New |
| D. E. Shaw & Co., Inc. | 72,469 | $684.1K | 0.00% | +17,883+32.8% | Added |
| Man Group plc | 71,877 | $678.5K | 0.00% | −76,284−51.5% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 71,501 | $675.0K | 0.00% | −12,858−15.2% | Reduced |
| Invesco Ltd. | 64,978 | $613.4K | 0.00% | −3,174−4.7% | Reduced |
| Capital Fund Management S.A. | 60,058 | $566.9K | 0.01% | −318,471−84.1% | Reduced |
| HRT Financial LP | 58,726 | $554.0K | 0.00% | +11,373+24.0% | Added |
| HSBC Holdings PLC | 60,472 | $552.9K | 0.00% | +60,472 | New |
| Engineers Gate Manager LP | 57,903 | $546.6K | 0.01% | +57,903 | New |
| Marshall Wace, LLP | 52,244 | $493.2K | 0.00% | −2,450,467−97.9% | Reduced |
| Electron Capital Partners, LLC | 50,367 | $475.5K | 0.02% | +291+0.6% | Added |
| Profund Advisors LLC | 49,087 | $463.4K | 0.02% | +3,161+6.9% | Added |
| Green Alpha Advisors, LLC | 41,171 | $388.7K | 0.38% | −1,537−3.6% | Reduced |
| LPL Financial LLC | 41,107 | $388.1K | 0.00% | +22,433+120.1% | Added |
| Northern Trust Corp | 39,373 | $371.7K | 0.00% | +39,373 | New |
| Belvedere Trading LLC | 37,948 | $358.2K | 0.05% | +37,948 | New |
| Nomura Holdings Inc | 36,474 | $344.3K | 0.00% | −30,466−45.5% | Reduced |
| Krane Funds Advisors LLC | 37,569 | $336.8K | 0.01% | +2,001+5.6% | Added |
| Polymer Capital Management (HK) LTD | 34,732 | $327.9K | 0.05% | +34,732 | New |
| Balyasny Asset Management LLC | 32,815 | $309.8K | 0.00% | −382,004−92.1% | Reduced |
| Pathstone Holdings, LLC | 30,846 | $291.2K | 0.00% | −492−1.6% | Reduced |
| Handelsbanken Fonder AB | 30,700 | $290.0K | 0.00% | +17,000+124.1% | Added |
| Venturi Wealth Management, LLC | 27,974 | $264.1K | 0.01% | +27,974 | New |
| Aaron Wealth Advisors | 24,911 | $235.2K | 0.01% | +24,911 | New |
| Ieq Capital, LLC | 24,586 | $232.1K | 0.00% | +657+2.7% | Added |
| Colony Group, LLC | 22,606 | $213.4K | 0.00% | +700+3.2% | Added |
| Simplex Trading, LLC | 22,049 | $208.1K | 0.01% | −63,959−74.4% | Reduced |
| Legend Capital Advisors LLC | 21,980 | $207.5K | 0.13% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20,148 | $190.2K | 0.01% | −1,557−7.2% | Reduced |
| IFP Advisors, Inc | 20,056 | $189.3K | 0.00% | +14,005+231.4% | Added |
| SBI Securities Co., Ltd. | 19,872 | $187.6K | 0.01% | +745+3.9% | Added |
| Cetera Investment Advisers | 19,350 | $182.7K | 0.00% | −5,669−22.7% | Reduced |
| Marathon Trading Investment Management LLC | 16,800 | $158.6K | 0.05% | +16,800 | New |
| Cerity Partners LLC | 16,624 | $156.9K | 0.00% | +16,624 | New |
| Mariner, LLC | 15,933 | $150.4K | 0.00% | +15,933 | New |