Pony AIPONY
13F holders, Q2 2025 (June 30)110holders +52
71new positions
20sold out
6famous investors
$13.20avg. 13F price*
At the end of Q2 2025, 110 institutions reported holding Pony AI Inc. (PONY) in their 13F filings, up 52 from Q1 2025. 71 opened new positions and 20 sold out. The largest holders were IDG China Venture Capital Fund IV Associates L.P. ($130.6M), Baillie Gifford & Co. ($94.2M) and Ontario Teachers Pension Plan Board ($85.7M). 6 famous investors held it, including George Soros (0.7% of Soros Fund Management's portfolio), Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Pony AI Inc.
- CUSIP
- 732908108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $470.2M |
| Exits | 20 | $32.5M |
All 13F filers, Q1 2025 → Q2 2025: 44,026,112 shares bought and 9,156,769 shares sold, net +34,869,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 110 holders
| IDG China Venture Capital Fund IV Associates L.P. | 32.01% | Reduce -2.1% | 9,893,277 | $130.6M |
| Baillie Gifford & Co. | 0.07% | New | 7,137,437 | $94.2M |
| Ontario Teachers Pension Plan Board | 1.82% | New | 6,492,530 | $85.7M |
| IDG China Capital Fund III Associates L.P. | 3.82% | Reduce -2.1% | 6,394,257 | $84.4M |
| HSG Holding Ltd | 4.03% | New | 5,922,997 | $78.2M |
| FMR LLC | 0.00% | Add +99.8% | 5,728,862 | $75.6M |
| TMT General Partner Ltd | 23.26% | New | 5,447,189 | $71.9M |
| Lingotto Investment Management LLP | 0.68% | Add +55.6% | 2,379,892 | $31.4M |
| Carlyle Group Inc. | 0.62% | No change | 2,362,447 | $31.2M |
| Wellington Management Group LLP | 0.01% | Add +17.8% | 2,346,033 | $31.0M |
| Soros Fund Management | 0.75% | Add +11.9% | 2,128,603 | $28.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +11841.6% | 1,887,366 | $24.9M |
| Baron Capital (BAMCO) | 0.06% | New | 1,684,095 | $22.2M |
| Citadel Advisors | 0.01% | New | 1,057,463 | $14.0M |
| Neumann Advisory Hong Kong Ltd | 4.86% | No change | 1,031,880 | $13.6M |
| UBS Group AG | 0.00% | Add +715.2% | 1,016,741 | $13.4M |
| Masters Capital Management LLC | 2.54% | No change | 1,000,000 | $13.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 902,534 | $11.9M |
| Jane Street Group, LLC | 0.02% | New | 840,694 | $11.1M |
| FIL Ltd | 0.01% | New | 709,422 | $9.4M |
| Citigroup Inc. | 0.01% | Add +367.1% | 605,764 | $8.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +431.8% | 602,952 | $8.0M |
| Point72 Asset Management | 0.02% | New | 599,040 | $7.9M |
| Polymer Capital Management (US) LLC | 1.23% | New | 566,800 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -61.5% | 526,775 | $7.0M |
| Aspex Management (HK) Ltd | 0.14% | Reduce -79.0% | 500,000 | $6.6M |
| Hel Ved Capital Management Ltd | 2.95% | Reduce -30.7% | 495,979 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | New | 486,835 | $6.4M |
| State Street Corp. | 0.00% | New | 483,275 | $6.4M |
| Hudson Bay Capital Management LP | 0.04% | New | 428,343 | $5.7M |
| Flight Deck Capital, LP | 5.66% | New | 405,400 | $5.4M |
| Tiger Global Management | 0.01% | No change | 370,000 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +42.4% | 332,847 | $4.4M |
| Eschler Asset Management LLP | 3.20% | New | 320,300 | $4.2M |
| Amova Asset Management Americas, Inc. | 0.04% | New | 291,539 | $3.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 291,539 | $3.8M |
| Barclays PLC | 0.00% | New | 281,210 | $3.7M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.11% | New | 279,208 | $3.7M |
| Baader Bank Aktiengesellschaft | 0.31% | Add +112.6% | 274,720 | $3.6M |
| Marshall Wace, LLP | 0.00% | Add +4.7% | 265,503 | $3.5M |
| Bank of America Corp. | 0.00% | Add +12.4% | 235,182 | $3.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -64.1% | 227,062 | $3.0M |
| Point72 Europe (London) LLP | 0.15% | New | 215,254 | $2.8M |
| Group One Trading LLC | 0.07% | New | 152,468 | $2.0M |
| Schroder Investment Management Group | 0.00% | New | 147,009 | $1.9M |
| Simplex Trading, LLC | 0.05% | New | 144,207 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | New | 139,362 | $1.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 128,225 | $1.7M |
| Legal & General Group Plc | 0.00% | New | 120,914 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | New | 111,560 | $1.5M |
| XTX Topco Ltd | 0.06% | New | 108,665 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +100.0% | 100,000 | $1.3M |
| Eleva Capital SAS | 0.22% | — | 78,782 | $1.0M |
| BlackRock, Inc. | 0.00% | Reduce -95.2% | 73,686 | $973K |
| IMC-Chicago, LLC | 0.02% | New | 66,823 | $882K |
| Lansforsakringar Fondforvaltning AB (publ) | 0.00% | Add +46.1% | 57,210 | $755K |
| Prudential PLC | 0.00% | Add +14.4% | 43,389 | $573K |
| Yaupon Capital Management LP | 0.03% | New | 39,320 | $519K |
| Banco BTG Pactual S.A. | 0.10% | New | 38,350 | $506K |
| Wolverine Trading, LLC | 0.01% | New | 33,869 | $463K |
| Common Fund for Nonprofit Organizations | 0.05% | New | 34,771 | $459K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -46.0% | 32,383 | $427K |
| Centiva Capital, LP | 0.03% | New | 30,618 | $404K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30,000 | $396K |
| Cibc World Market Inc. | 0.00% | New | 29,594 | $391K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 27,555 | $364K |
| Millennium Management | 0.00% | New | 27,039 | $357K |
| BP PLC | 2.05% | New | 26,186 | $346K |
| Mission Creek Capital Partners, Inc. | 0.07% | New | 25,398 | $335K |
| PEAK6 LLC | 0.01% | New | 22,590 | $298K |
| Washington University | 0.23% | New | 20,948 | $277K |
| Hershey Trust Co. | 0.00% | New | 20,948 | $277K |
| First Trust Advisors LP | 0.00% | New | 20,911 | $276K |
| Rafferty Asset Management, LLC | 0.00% | New | 20,423 | $270K |
| JGP Global Gestao de Recursos Ltda. | 0.12% | New | 17,901 | $236K |
| Renaissance Capital LLC | 0.16% | Reduce -57.1% | 17,111 | $226K |
| LPL Financial LLC | 0.00% | Add +41.0% | 16,591 | $219K |
| Johns Hopkins University | 0.01% | New | 15,711 | $207K |
| Invesco Ltd. | 0.00% | New | 15,623 | $206K |
| SBI Securities Co., Ltd. | 0.01% | Add +776.4% | 15,329 | $202K |
| Wells Fargo & Company | 0.00% | New | 13,912 | $184K |
| Wexford Capital LP | 0.05% | Reduce -34.2% | 13,802 | $182K |
| Royal Bank of Canada | 0.00% | Add +205.9% | 12,237 | $162K |
| GF Fund Management Co. LTD. | 0.00% | New | 11,978 | $158K |
| Osaic Holdings, Inc. | 0.00% | New | 10,572 | $140K |
| Geode Capital Management, LLC | 0.00% | Add +0.4% | 10,200 | $135K |
| Provenance Wealth Advisors, LLC | 0.02% | New | 8,365 | $110K |
| Daiwa Securities Group Inc. | 0.00% | New | 4,886 | $64K |
| Point72 (DIFC) Ltd | 0.00% | New | 4,311 | $57K |
| Leonteq Securities AG | 0.00% | New | 3,000 | $40K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -99.2% | 2,139 | $28K |
| Cwm, LLC | 0.00% | New | 2,144 | $28K |
| MY.Alpha Management HK Advisors Ltd | 0.02% | New | 1,800 | $24K |
| HHM Wealth Advisors, LLC | 0.00% | New | 1,430 | $19K |
| CIBC Private Wealth Group LLC | 0.00% | New | 544 | $7K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -98.2% | 470 | $6K |
| Arax Advisory Partners | 0.00% | New | 350 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -81.4% | 273 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 272 | $4K |
| CI Investments Inc. | 0.00% | New | 255 | $3K |
"% of holder's portfolio" is PONY's weight in each manager's 13F, not the share of Pony AI Inc. the manager owns.