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, 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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 173,079 | $1.63M | 0.00% | +127,802+282.3% | Added |
| Dnca Finance | 187,500 | $1.77M | 0.10% | +187,500 | New |
| Baader Bank INC | 204,504 | $1.93M | 0.19% | −25,228−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 315,915 | $2.98M | 0.00% | +315,915 | New |
| Pictet Asset Management Holding SA | 333,014 | $3.14M | 0.00% | +333,014 | New |
| Evergreen Quality Fund GP, Ltd. | 349,800 | $3.30M | 0.08% | +249,800+249.8% | Added |
| Vanguard Asset Management, Ltd | 373,664 | $3.53M | 0.00% | +373,664 | New |
| Legal & General Group Plc | 393,896 | $3.72M | 0.00% | +235,466+148.6% | Added |
| Yunqi Capital Ltd | 415,000 | $3.92M | 4.24% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 473,317 | $4.47M | 0.01% | +473,317 | New |
| Vontobel Holding Ltd. | 478,708 | $4.52M | 0.02% | +478,708 | New |
| Goldman Sachs Group Inc | 487,999 | $4.61M | 0.00% | +245,275+101.1% | Added |
| State Street Corp | 504,263 | $4.76M | 0.00% | +40,717+8.8% | Added |
| Armistice Capital, LLC | 536,000 | $5.06M | 0.17% | +68,000+14.5% | Added |
| SG Americas Securities, LLC | 571,575 | $5.40M | 0.01% | +27,750+5.1% | Added |
| Yiheng Capital Management, L.P. | 653,215 | $6.17M | 2.67% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 720,822 | $6.80M | 0.02% | −177,587−19.8% | Reduced |
| Susquehanna International Group, LLP | 759,139 | $7.17M | 0.01% | −267,452−26.1% | Reduced |
| Flight Deck Capital, LP | 839,900 | $7.93M | 5.77% | −14,000−1.6% | Reduced |
| Marex Group plc | 860,929 | $8.13M | 0.08% | +294,058+51.9% | Added |
| Masters Capital Management LLC | 950,000 | $8.97M | 1.32% | −250,000−20.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,180,054 | $11.1M | 0.03% | +1,180,054 | New |
| Holocene Advisors, LP | 1,224,555 | $11.6M | 0.03% | +1,224,555 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,292,309 | $12.2M | 0.17% | +60,595+4.9% | Added |
| M&G Plc | 1,638,326 | $14.7M | 0.08% | +1,194,169+268.9% | Added |
| FIL Ltd | 1,673,083 | $15.8M | 0.01% | −610,929−26.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,821,735 | $17.2M | 0.24% | −152,764−7.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,821,735 | $17.2M | 0.01% | −152,764−7.7% | Reduced |
| Citadel Advisors LLC | 1,864,902 | $17.6M | 0.01% | −742,972−28.5% | Reduced |
| UBS Group AG | 1,891,637 | $17.9M | 0.00% | +736,430+63.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,926,151 | $18.2M | 0.14% | +274,699+16.6% | Added |
| Bamco Inc | 2,125,643 | $20.1M | 0.06% | −460,938−17.8% | Reduced |
| Vanguard Fiduciary Trust Co | 2,142,015 | $20.2M | 0.01% | +2,142,015 | New |
| Carlyle Group Inc. | 2,362,447 | $22.3M | 0.21% | 00.0% | Unchanged |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 2,900,000 | $27.4M | 0.12% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,033,786 | $28.6M | 0.01% | +192,923+6.8% | Added |
| Morgan Stanley | 3,203,944 | $30.2M | 0.00% | +179,598+5.9% | Added |
| Exor Capital LLP | 3,324,068 | $31.4M | 0.62% | −783,444−19.1% | Reduced |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | $37.7M | 17.18% | +1,773,000+80.0% | Added |
| Aspex Management (HK) Ltd | 4,140,447 | $39.1M | 0.57% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,276,552 | $40.3M | 0.05% | +43,557+1.0% | Added |
| Baillie Gifford & Co | 6,359,468 | $60.0M | 0.06% | +57,818+0.9% | Added |
| Ontario Teachers Pension Plan Board | 6,492,530 | $61.3M | 1.79% | 00.0% | Unchanged |
| TMT General Partner Ltd | 6,942,135 | $65.5M | 26.23% | +5,024,721+262.1% | Added |
| Vanguard Capital Management LLC | 7,868,349 | $74.3M | 0.00% | +7,868,349 | New |
| SC China Holding Ltd | 7,538,358 | $100.1M | 6.62% | +7,538,358 | New |
| FMR LLC | 13,910,926 | $131.3M | 0.01% | −3,704,691−21.0% | Reduced |
| Abu Dhabi Investment Council Co P.J.S.C | 33,442 | – | – | +33,442 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,004,782−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −778,879−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −687,817−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −533,945−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −386,835−100.0% | Sold out |
| Clear Street Group Inc. | 0 | $0 | 0.00% | −381,068−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −218,737−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −98,627−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −83,334−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −76,400−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −66,149−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,738−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −42,287−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −30,114−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −29,754−100.0% | Sold out |
| Themes Management Co LLC | 0 | $0 | 0.00% | −25,101−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,787−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −21,266−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −20,820−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −19,828−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −16,552−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,277−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,493−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Horizon Financial Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Keystone Investors Pte Ltd | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |