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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.

Institutional holdersQ1 2026: 148 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 heldQ1 2026: $1.08B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q4 2025.

Institutions holding PONY in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company15,807$149.2K0.00%+1,292+8.9%Added
Temasek Holdings (Private) Ltd14,510$137.0K0.00%00.0%Unchanged
Deutsche Bank AG14,432$136.2K0.00%+13,281+1,153.9%Added
Vanguard Investments Australia, Ltd.13,496$127.4K0.00%+13,496New
First Trust Advisors LP13,264$125.2K0.00%+3,236+32.3%Added
Federation des caisses Desjardins du Quebec11,792$111.3K0.00%+5,839+98.1%Added
Geode Capital Management, LLC11,318$106.8K0.00%00.0%Unchanged
Ameriprise Financial Inc11,148$105.2K0.00%+317+2.9%Added
Delta Investment Management, LLC10,100$95.3K0.02%00.0%Unchanged
JPMorgan Chase & Co9,159$78.2K0.00%−10,722−53.9%Reduced
Walleye Capital LLC6,214$58.7K0.00%−44,806−87.8%Reduced
Provenance Wealth Advisors, LLC6,168$58.2K0.01%00.0%Unchanged
Royal Bank of Canada6,114$57.0K0.00%+520+9.3%Added
Advisor Group Holdings, Inc.5,326$50.3K0.00%−323−5.7%Reduced
Banque Cantonale Vaudoise3,351$32.0K0.00%+610+22.3%Added
Ronald Blue Trust, Inc.3,179$30.0K0.00%+3,179New
Barclays PLC2,868$27.1K0.00%−5,941−67.4%Reduced
Leonteq Securities AG2,590$24.4K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,500$23.6K0.00%+400+19.0%Added
Havemeyer Place LP2,014$19.0K0.00%−9,772−82.9%Reduced
Clear Street Markets LLC1,935$18.3K0.01%+1,935New
Jones Financial Companies LLLP1,493$13.6K0.00%−678−31.2%Reduced
Caitong International Asset Management Co., Ltd1,400$13.2K0.00%+1,400New
Rockefeller Capital Management L.P.1,028$9.70K0.00%+1,028New
Zurcher Kantonalbank (Zurich Cantonalbank)887$8.37K0.00%+259+41.2%Added
Noble Wealth Management PBC850$8.02K0.00%+850New
GF Fund Management Co. Ltd.784$7.40K0.00%+784New
Innovative Asset Advisors Group, LLC500$4.72K0.00%+500New
Parallel Advisors, LLC367$3.46K0.00%+367New
Sound Income Strategies, LLC300$2.76K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)272$2.57K0.00%−3,059−91.8%Reduced
Wealth Enhancement Trust Services, Inc.244$2.30K0.00%+244New
Financial Consulate, Inc218$2.06K0.00%+118+118.0%Added
EverSource Wealth Advisors, LLC196$1.85K0.00%+196New
Harbour Investments, Inc.176$1.67K0.00%+42+31.3%Added
Larson Financial Group LLC146$1.38K0.00%+46+46.0%Added
Assetmark, Inc131$1.24K0.00%+67+104.7%Added
Farther Finance Advisors, LLC127$1.17K0.00%−253−66.6%Reduced
Golden State Wealth Management, LLC100$9440.00%00.0%Unchanged
Abound Wealth Management100$9440.00%+100New
Bogart Wealth, LLC72$6800.00%+72New
Gordian Capital Singapore Pte Ltd50$4720.00%−1,050−95.5%Reduced
Investors Portfolio Services LLC50$4560.00%+50New
Bell Investment Advisors, Inc38$3590.00%00.0%Unchanged
True Wealth Design, LLC20$1890.00%+20New
Rossby Financial, LCC9$830.00%+9New
Rhumbline Advisers5$470.00%00.0%Unchanged
Abu Dhabi Investment Council Co P.J.S.C33,442––+33,442New
Jane Street Group, LLC0$00.00%−2,004,782−100.0%Sold out
Hel Ved Capital Management Ltd0$00.00%−778,879−100.0%Sold out
Millennium Management LLC0$00.00%−687,817−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−533,945−100.0%Sold out
Old Mission Capital LLC0$00.00%−386,835−100.0%Sold out
Clear Street Group Inc.0$00.00%−381,068−100.0%Sold out
Alliancebernstein L.P.0$00.00%−218,737−100.0%Sold out
Wexford Capital LP0$00.00%−98,627−100.0%Sold out
Stifel Financial Corp0$00.00%−83,334−100.0%Sold out
Intercapital, LLC0$00.00%−76,400−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−66,149−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−54,000−100.0%Sold out
Virtu Financial LLC0$00.00%−50,738−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−42,287−100.0%Sold out
Eschler Asset Management LLP0$00.00%−34,700−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−30,114−100.0%Sold out
CIBC World Markets Inc.0$00.00%−29,754−100.0%Sold out
Themes Management Co LLC0$00.00%−25,101−100.0%Sold out
AlphaCentric Advisors LLC0$00.00%−25,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−23,787−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−21,266−100.0%Sold out
Calamos Advisors LLC0$00.00%−20,820−100.0%Sold out
Shay Capital LLC0$00.00%−20,000−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−19,828−100.0%Sold out
Platinum Investment Management Ltd0$00.00%−16,552−100.0%Sold out
Tairen Capital Ltd0$00.00%−15,760−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−11,277−100.0%Sold out
Quantbot Technologies LP0$00.00%−5,493−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−5,151−100.0%Sold out
Daiwa Securities Group Inc.0$00.00%−4,561−100.0%Sold out
Horizon Financial Services, LLC0$00.00%−1,000−100.0%Sold out
Strategic Wealth Partners, Ltd.0$00.00%−24−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−6−100.0%Sold out
Keystone Investors Pte Ltd––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed