Pony AI Inc.

PONY

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

SEC filings (opens in a new tab)

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

Q2 2026 vs. Q1 2026

How the institutions holding Pony AI Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of PONY: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Q2 2026	Change
Holders	148	155	+7
Shares	111.4M	136.5M	+25.1M (+22.5%)
Value	$1.08B	$949.0M	−$130.6M (−12.1%)

New holders (35)

Institutions that held Pony AI Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PONY in Q2 2026
Institution	Shares	Value	% of portfolio
Norges Bank	5,307,487	$36.9M	0.00%
Ghisallo Capital Management LLC	1,500,000	$10.4M	0.20%
Waterloo Capital, L.P.	449,283	$3.12M	0.18%
Fideuram Asset Management (Ireland) dac	304,649	$2.39M	0.05%
CloudAlpha Capital Management Limited/Hong Kong	334,352	$2.32M	0.23%
Millennium Management LLC	333,804	$2.32M	0.00%
Headlands Technologies LLC	235,066	$1.63M	0.17%
DnB Asset Management AS	104,806	$727.4K	0.00%
Old Mission Capital LLC	90,713	$630.5K	0.02%
True North Advisors, LLC	83,683	$581.6K	0.06%
Triglav Skladi, D.O.O.	80,000	$556.0K	0.03%
Vident Advisory, LLC	62,836	$436.7K	0.00%
Altar Rock LLC	22,697	$157.7K	0.23%
State of Wyoming	22,308	$155.0K	0.02%
Exchange Traded Concepts, LLC	21,951	$152.6K	0.00%
Axq Capital, LP	19,338	$134.4K	0.01%
JGP Global Gestao de Recursos Ltda.	18,490	$128.5K	0.29%
Hudson Bay Capital Management LP	18,459	$128.3K	0.00%
Bridgefront Capital, LLC	15,825	$110.0K	0.03%
Sound View Wealth Advisors Group, LLC	12,822	$89.1K	0.01%
CI Private Wealth, LLC	12,772	$88.8K	0.00%
Greenleaf Trust	12,645	$87.9K	0.00%
Aigen Investment Management, LP	11,803	$82.0K	0.02%
Nykredit A/S	10,618	$73.8K	0.00%
Quantbot Technologies LP	5,121	$35.6K	0.00%
US Bancorp	3,422	$23.8K	0.00%
Allworth Financial LP	718	$4.99K	0.00%
Signaturefd, LLC	579	$4.02K	0.00%
National Bank of Canada	577	$4.00K	0.00%
ZRC Wealth Management, LLC	199	$1.38K	0.00%
SRS Capital Advisors, Inc.	174	$1.21K	0.00%
GWM Advisors LLC	150	$1.04K	0.00%
Global Retirement Partners, LLC	107	$744	0.00%
Parkside Financial Bank & Trust	89	$619	0.00%
UMA Financial Services, Inc.	58	$404	0.00%

Sold out (28)

Institutions that held Pony AI Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PONY in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Vontobel Holding Ltd.	478,708	$4.52M
Mitsubishi UFJ Trust & Banking Corp	473,317	$4.47M
Yunqi Capital Ltd	415,000	$3.92M
Evergreen Quality Fund GP, Ltd.	349,800	$3.30M
Pictet Asset Management Holding SA	333,014	$3.14M
Jump Financial, LLC	162,095	$1.53M
Verition Fund Management LLC	150,078	$1.42M
Point72 Asset Management, L.P.	103,560	$977.6K
Lansforsakringar Fondforvaltning AB (publ)	71,501	$675.0K
Capital Fund Management S.A.	60,058	$566.9K
HSBC Holdings PLC	60,472	$552.9K
Engineers Gate Manager LP	57,903	$546.6K
Marshall Wace, LLP	52,244	$493.2K
Belvedere Trading LLC	37,948	$358.2K
Polymer Capital Management (HK) LTD	34,732	$327.9K
Aaron Wealth Advisors	24,911	$235.2K
Ieq Capital, LLC	24,586	$232.1K
Group One Trading, L.P.	20,148	$190.2K
Ameriprise Financial Inc	11,148	$105.2K
Provenance Wealth Advisors, LLC	6,168	$58.2K
Clear Street Markets LLC	1,935	$18.3K
GF Fund Management Co. Ltd.	784	$7.40K
Innovative Asset Advisors Group, LLC	500	$4.72K
Sound Income Strategies, LLC	300	$2.76K
Gordian Capital Singapore Pte Ltd	50	$472
Investors Portfolio Services LLC	50	$456
True Wealth Design, LLC	20	$189
Rossby Financial, LCC	9	$83