Pony AIPONY
13F holders, Q3 2025 (September 30)141holders +31
57new positions
27sold out
7famous investors
$22.46avg. 13F price*
At the end of Q3 2025, 141 institutions reported holding Pony AI Inc. (PONY) in their 13F filings, up 31 from Q2 2025. 57 opened new positions and 27 sold out. The largest holders were FMR LLC ($370.4M), IDG China Venture Capital Fund IV Associates L.P. ($208.9M) and Ontario Teachers Pension Plan Board ($146.0M). 7 famous investors held it, including George Soros (1.1% of Soros Fund Management's portfolio), Cathie Wood (0.2% of ARK Investment Management's portfolio) and Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio).
- Company
- Pony AI Inc.
- CUSIP
- 732908108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $472.9M |
| Exits | 27 | $24.1M |
All 13F filers, Q2 2025 → Q3 2025: 46,143,617 shares bought and 15,935,763 shares sold, net +30,207,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| FMR LLC | 0.02% | Add +187.5% | 16,468,163 | $370.4M |
| IDG China Venture Capital Fund IV Associates L.P. | 43.85% | Reduce -6.1% | 9,288,115 | $208.9M |
| Ontario Teachers Pension Plan Board | 3.52% | No change | 6,492,530 | $146.0M |
| Baillie Gifford & Co. | 0.11% | Reduce -9.5% | 6,460,363 | $145.3M |
| Point72 Hong Kong Ltd | 5.74% | New | 5,522,833 | $124.2M |
| IDG China Capital Fund III Associates L.P. | 6.52% | Reduce -28.5% | 4,570,712 | $102.8M |
| Aspex Management (HK) Ltd | 1.99% | Add +728.1% | 4,140,447 | $93.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.14% | New | 3,964,830 | $89.2M |
| Morgan Stanley | 0.00% | Add +528.4% | 3,310,302 | $74.4M |
| TMT General Partner Ltd | 18.79% | Reduce -42.1% | 3,153,748 | $70.9M |
| Tidal Investments LLC | 0.29% | New | 3,000,000 | $67.5M |
| Lingotto Investment Management LLP | 1.00% | No change | 2,379,892 | $53.5M |
| Carlyle Group Inc. | 1.22% | No change | 2,362,447 | $53.1M |
| Ghisallo Capital Management LLC | 1.74% | New | 2,360,000 | $53.1M |
| Baron Capital (BAMCO) | 0.14% | Add +38.7% | 2,335,346 | $52.5M |
| Citadel Advisors | 0.04% | Add +116.2% | 2,286,095 | $51.4M |
| Point72 Asset Management | 0.12% | Add +272.2% | 2,229,815 | $50.1M |
| Wellington Management Group LLP | 0.01% | Reduce -7.5% | 2,169,257 | $48.8M |
| Soros Fund Management | 1.07% | Reduce -2.3% | 2,078,999 | $46.8M |
| Jane Street Group, LLC | 0.05% | Add +145.4% | 2,062,702 | $46.4M |
| ARK Investment Management | 0.17% | New | 1,272,690 | $28.6M |
| UBS Group AG | 0.01% | Add +18.2% | 1,202,015 | $27.0M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +31.1% | 1,183,234 | $26.6M |
| Mubadala Investment Co PJSC | 0.14% | New | 1,125,287 | $25.3M |
| Neumann Advisory Hong Kong Ltd | 5.90% | No change | 1,031,880 | $23.2M |
| Masters Capital Management LLC | 3.61% | No change | 1,000,000 | $22.5M |
| HSG Holding Ltd | 1.08% | Reduce -81.8% | 1,076,905 | $20.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +268.5% | 836,728 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.2% | 789,123 | $17.7M |
| Marshall Wace, LLP | 0.02% | Add +177.6% | 736,993 | $16.6M |
| State Street Corp. | 0.00% | Add +43.4% | 693,180 | $15.6M |
| Flight Deck Capital, LP | 11.45% | Add +65.9% | 672,600 | $15.1M |
| HRT Financial LP | 0.05% | New | 555,966 | $12.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +84.9% | 539,141 | $12.1M |
| Amova Asset Management Americas, Inc. | 0.12% | Add +84.9% | 539,141 | $12.1M |
| Hel Ved Capital Management Ltd | 6.44% | Add +6.5% | 527,979 | $11.9M |
| Y-Intercept (Hong Kong) Ltd | 0.23% | New | 422,806 | $9.5M |
| CI Investments Inc. | 0.03% | Add +158106.3% | 403,426 | $9.1M |
| FIL Ltd | 0.01% | Reduce -43.2% | 402,884 | $9.1M |
| Capital Fund Management S.A. | 0.09% | New | 386,059 | $8.7M |
| Tiger Global Management | 0.03% | No change | 370,000 | $8.3M |
| Clear Street Group Inc. | 0.04% | — | 319,398 | $7.2M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.22% | Add +11.5% | 311,224 | $7.0M |
| Carrhae Capital LLP | 0.63% | New | 297,295 | $6.7M |
| Barclays PLC | 0.00% | Reduce -0.9% | 278,714 | $6.3M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -57.3% | 257,225 | $5.8M |
| Affinity Wealth Management LLC | 0.82% | New | 249,611 | $5.6M |
| Armistice Capital, LLC | 0.18% | New | 249,300 | $5.6M |
| Baader Bank Aktiengesellschaft | 0.42% | Reduce -16.9% | 228,193 | $5.1M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -48.3% | 221,520 | $5.0M |
| Keystone Investors Pte Ltd. | 0.58% | New | 221,408 | $5.0M |
| Yiheng Capital Management, L.P. | 1.49% | New | 200,300 | $4.5M |
| Cubist Systematic Strategies, LLC | 0.05% | New | 167,997 | $3.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -53.2% | 155,877 | $3.5M |
| Quadrature Capital Ltd | 0.04% | New | 153,750 | $3.5M |
| Schroder Investment Management Group | 0.00% | Reduce -5.6% | 138,835 | $3.1M |
| Legal & General Group Plc | 0.00% | Add +14.4% | 138,282 | $3.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -10.7% | 114,482 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -81.6% | 111,616 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +0.5% | 100,491 | $2.3M |
| Evergreen Quality Fund GP, Ltd. | 0.05% | New | 100,000 | $2.2M |
| Wexford Capital LP | 0.65% | Add +595.5% | 95,998 | $2.2M |
| Money Concepts Capital Corp. | 0.13% | New | 91,665 | $2.1M |
| Squarepoint Ops LLC | 0.00% | New | 88,746 | $2.0M |
| Group One Trading LLC | 0.05% | Reduce -46.6% | 81,365 | $1.8M |
| Wolverine Trading, LLC | 0.04% | Add +128.4% | 77,343 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +423.3% | 72,801 | $1.6M |
| Eleva Capital SAS | 0.41% | Reduce -13.1% | 68,462 | $1.5M |
| Covalis Capital LLP | 0.17% | New | 64,492 | $1.5M |
| Voloridge Investment Management, LLC | 0.00% | New | 59,896 | $1.3M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Reduce -1.1% | 56,587 | $1.3M |
| Man Group plc | 0.00% | New | 55,237 | $1.2M |
| Banco BTG Pactual S.A. | 0.16% | Add +30.4% | 50,000 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -80.7% | 45,399 | $1.0M |
| Eschler Asset Management LLP | 0.75% | Reduce -85.9% | 45,200 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 42,690 | $960K |
| BlackRock, Inc. | 0.00% | Reduce -42.6% | 42,256 | $950K |
| D. E. Shaw & Co. | 0.00% | New | 42,166 | $948K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -67.1% | 36,661 | $825K |
| Renaissance Capital LLC | 0.42% | Add +96.9% | 33,690 | $758K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 30,000 | $675K |
| Cibc World Market Inc. | 0.00% | Add +1.0% | 29,882 | $672K |
| Scientech Research LLC | 0.23% | New | 29,555 | $665K |
| Virtu Financial LLC | 0.03% | New | 26,422 | $594K |
| Weiss Asset Management LP | 0.01% | New | 26,142 | $588K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -23.7% | 24,717 | $556K |
| Allianz Asset Management GmbH | 0.00% | New | 24,153 | $543K |
| Focus Partners Wealth | 0.00% | New | 23,406 | $526K |
| XTX Topco Ltd | 0.03% | Reduce -78.8% | 23,028 | $518K |
| Pekin Hardy Strauss, Inc. | 0.05% | New | 20,000 | $450K |
| SBI Securities Co., Ltd. | 0.01% | Add +29.7% | 19,875 | $447K |
| Two Sigma Investments, LP | 0.00% | New | 19,700 | $443K |
| Cantor Fitzgerald, L. P. | 0.01% | New | 16,520 | $372K |
| LPL Financial LLC | 0.00% | Reduce -1.6% | 16,321 | $367K |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 15,458 | $348K |
| Temasek Holdings (Private) Ltd | 0.00% | New | 14,510 | $326K |
| Calamos Advisors LLC | 0.00% | New | 14,400 | $324K |
| Centiva Capital, LP | 0.03% | Reduce -58.3% | 12,776 | $287K |
| Nomura Holdings Inc. | 0.00% | New | 12,704 | $286K |
| Erste Asset Management GmbH | 0.00% | New | 6 | $280K |
"% of holder's portfolio" is PONY's weight in each manager's 13F, not the share of Pony AI Inc. the manager owns.