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, Q2 2026
Institutional positions in Pony AI Inc. as of Jun 30, 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
- 155
- +7 vs. Q1 2026
- Shares held
- 136.5M
- +25.1M (+22.5%) vs. Q1 2026
- Total value
- $949.0M
- −$130.6M (−12.1%) vs. Q1 2026
- New holders
- 35
- 65 more added
- Sold out
- 28
- 33 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Pony AI Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMC-Chicago, LLC | 183,264 | $1.27M | 0.01% | +87,943+92.3% | Added |
| Quantinno Capital Management LP | 189,890 | $1.32M | 0.00% | +79,550+72.1% | Added |
| Cresset Asset Management, LLC | 200,491 | $1.39M | 0.01% | +100,000+99.5% | Added |
| Holocene Advisors, LP | 201,149 | $1.40M | 0.00% | −1,023,406−83.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 216,024 | $1.50M | 0.00% | +80,267+59.1% | Added |
| Baader Bank INC | 224,504 | $1.56M | 0.13% | +20,000+9.8% | Added |
| Headlands Technologies LLC | 235,066 | $1.63M | 0.17% | +235,066 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 302,795 | $2.10M | 0.03% | −989,514−76.6% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 310,287 | $2.16M | 0.01% | −2,589,713−89.3% | Reduced |
| Charles Schwab Investment Management Inc | 315,105 | $2.19M | 0.00% | −810−0.3% | Reduced |
| Millennium Management LLC | 333,804 | $2.32M | 0.00% | +333,804 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 334,352 | $2.32M | 0.23% | +334,352 | New |
| Fideuram Asset Management (Ireland) dac | 304,649 | $2.39M | 0.05% | +304,649 | New |
| Vanguard Asset Management, Ltd | 378,810 | $2.63M | 0.00% | +5,146+1.4% | Added |
| Barclays PLC | 387,002 | $2.69M | 0.00% | +384,134+13,393.8% | Added |
| Balyasny Asset Management LLC | 399,437 | $2.78M | 0.01% | +366,622+1,117.2% | Added |
| Dnca Finance | 426,800 | $2.97M | 0.14% | +239,300+127.6% | Added |
| BlackRock, Inc. | 428,856 | $2.98M | 0.00% | +272,529+174.3% | Added |
| Bank of America Corp | 446,577 | $3.10M | 0.00% | +308,723+223.9% | Added |
| Waterloo Capital, L.P. | 449,283 | $3.12M | 0.18% | +449,283 | New |
| Legal & General Group Plc | 482,370 | $3.35M | 0.00% | +88,474+22.5% | Added |
| Susquehanna International Group, LLP | 547,068 | $3.80M | 0.00% | −212,071−27.9% | Reduced |
| SG Americas Securities, LLC | 631,563 | $4.39M | 0.00% | +59,988+10.5% | Added |
| Armistice Capital, LLC | 650,000 | $4.52M | 0.12% | +114,000+21.3% | Added |
| Yiheng Capital Management, L.P. | 653,215 | $4.54M | 2.00% | 00.0% | Unchanged |
| Flight Deck Capital, LP | 839,900 | $5.84M | 2.83% | 00.0% | Unchanged |
| Marex Group plc | 875,681 | $6.09M | 0.05% | +14,752+1.7% | Added |
| FIL Ltd | 894,206 | $6.21M | 0.00% | −778,877−46.6% | Reduced |
| State Street Corp | 914,150 | $6.35M | 0.00% | +409,887+81.3% | Added |
| Masters Capital Management LLC | 950,000 | $6.60M | 0.93% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,058,925 | $7.36M | 0.00% | −805,977−43.2% | Reduced |
| Ghisallo Capital Management LLC | 1,500,000 | $10.4M | 0.20% | +1,500,000 | New |
| Nikko Asset Management Americas, Inc. | 1,596,694 | $11.1M | 0.14% | −225,041−12.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,596,694 | $11.1M | 0.01% | −225,041−12.4% | Reduced |
| Exor Capital LLP | 1,817,066 | $12.6M | 0.27% | −1,507,002−45.3% | Reduced |
| Goldman Sachs Group Inc | 1,863,340 | $13.0M | 0.00% | +1,375,341+281.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,212,454 | $15.4M | 0.10% | +286,303+14.9% | Added |
| Vanguard Fiduciary Trust Co | 2,225,498 | $15.5M | 0.00% | +83,483+3.9% | Added |
| Carlyle Group Inc. | 2,362,447 | $16.4M | 0.16% | 00.0% | Unchanged |
| M&G Plc | 2,432,769 | $17.0M | 0.08% | +794,443+48.5% | Added |
| Bamco Inc | 2,720,081 | $18.9M | 0.03% | +594,438+28.0% | Added |
| Eurizon Capital SGR S.p.A. | 2,735,897 | $19.0M | 0.05% | +1,555,843+131.8% | Added |
| Wellington Management Group LLP | 2,798,990 | $19.5M | 0.00% | −234,796−7.7% | Reduced |
| Morgan Stanley | 2,908,301 | $20.2M | 0.00% | −295,643−9.2% | Reduced |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | $27.7M | 18.83% | 00.0% | Unchanged |
| Aspex Management (HK) Ltd | 4,140,447 | $28.8M | 0.32% | 00.0% | Unchanged |
| UBS Group AG | 4,387,040 | $30.5M | 0.00% | +2,495,403+131.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,428,729 | $30.8M | 0.04% | +152,177+3.6% | Added |
| Norges Bank | 5,307,487 | $36.9M | 0.00% | +5,307,487 | New |
| TMT General Partner Ltd | 6,942,135 | $48.2M | 24.89% | 00.0% | Unchanged |
| SC China Holding Ltd | 7,538,358 | $52.4M | 4.38% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 8,151,732 | $56.7M | 0.00% | +283,383+3.6% | Added |
| FMR LLC | 10,812,608 | $75.1M | 0.00% | −3,098,318−22.3% | Reduced |
| Baillie Gifford & Co | 12,421,070 | $86.3M | 0.08% | +6,061,602+95.3% | Added |
| Ontario Teachers Pension Plan Board | 21,641,766 | $150.4M | 0.96% | +15,149,236+233.3% | Added |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −478,708−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −473,317−100.0% | Sold out |
| Yunqi Capital Ltd | 0 | $0 | 0.00% | −415,000−100.0% | Sold out |
| Evergreen Quality Fund GP, Ltd. | 0 | $0 | 0.00% | −349,800−100.0% | Sold out |
| Pictet Asset Management Holding SA | 0 | $0 | 0.00% | −333,014−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −162,095−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −150,078−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −103,560−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −71,501−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −60,058−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −60,472−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −57,903−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,244−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −37,948−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −34,732−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −24,911−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −24,586−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,148−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −11,148−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,168−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −784−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −9−100.0% | Sold out |