Pony AIPONY
13F holders, Q4 2025 (December 31)140holders −1
30new positions
32sold out
8famous investors
$14.50avg. 13F price*
At the end of Q4 2025, 140 institutions reported holding Pony AI Inc. (PONY) in their 13F filings, down 1 from Q3 2025. 30 opened new positions and 32 sold out. The largest holders were FMR LLC ($255.4M), Ontario Teachers Pension Plan Board ($94.1M) and Baillie Gifford & Co. ($91.4M). 8 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Cathie Wood (0.2% of ARK Investment Management's portfolio) and Chase Coleman (0.1% of Tiger Global Management's portfolio).
- Company
- Pony AI Inc.
- CUSIP
- 732908108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $75.1M |
| Exits | 32 | $359.1M |
All 13F filers, Q3 2025 → Q4 2025: 23,962,787 shares bought and 28,182,847 shares sold, net −4,220,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| FMR LLC | 0.01% | Add +7.0% | 17,615,617 | $255.4M |
| Ontario Teachers Pension Plan Board | 2.18% | No change | 6,492,530 | $94.1M |
| Baillie Gifford & Co. | 0.08% | Reduce -2.5% | 6,301,650 | $91.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.09% | Add +6.8% | 4,232,995 | $61.4M |
| Aspex Management (HK) Ltd | 1.22% | No change | 4,140,447 | $60.0M |
| Lingotto Investment Management LLP | 1.05% | Add +72.6% | 4,107,512 | $59.6M |
| Point72 Asset Management | 0.08% | Add +44.0% | 3,209,963 | $46.5M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 3,024,346 | $43.9M |
| Tiger Global Management | 0.14% | Add +683.8% | 2,900,000 | $42.0M |
| Wellington Management Group LLP | 0.01% | Add +31.0% | 2,840,863 | $41.2M |
| Citadel Advisors | 0.03% | Add +14.1% | 2,607,874 | $37.8M |
| Baron Capital (BAMCO) | 0.10% | Add +10.8% | 2,586,581 | $37.5M |
| Marshall Wace, LLP | 0.04% | Add +239.6% | 2,502,711 | $36.3M |
| Carlyle Group Inc. | 0.25% | No change | 2,362,447 | $34.3M |
| FIL Ltd | 0.02% | Add +466.9% | 2,284,012 | $33.1M |
| IDG China Venture Capital Fund IV Associates L.P. | 13.76% | Reduce -76.1% | 2,216,250 | $32.1M |
| Jane Street Group, LLC | 0.03% | Reduce -2.8% | 2,004,782 | $29.1M |
| Amova Asset Management Americas, Inc. | 0.33% | Add +266.2% | 1,974,499 | $28.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +266.2% | 1,974,499 | $28.6M |
| TMT General Partner Ltd | 11.30% | Reduce -39.2% | 1,917,414 | $27.8M |
| ARK Investment Management | 0.16% | Add +29.8% | 1,651,452 | $23.9M |
| Soros Fund Management | 0.32% | Reduce -40.8% | 1,231,714 | $17.9M |
| Masters Capital Management LLC | 2.41% | Add +20.0% | 1,200,000 | $17.4M |
| UBS Group AG | 0.00% | Reduce -3.9% | 1,155,207 | $16.8M |
| Susquehanna International Group, LLP | 0.02% | New | 1,026,591 | $14.9M |
| Verition Fund Management LLC | 0.08% | New | 915,346 | $13.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +7.4% | 898,409 | $13.0M |
| Flight Deck Capital, LP | 10.56% | Add +27.0% | 853,900 | $12.4M |
| Hel Ved Capital Management Ltd | 3.90% | Add +47.5% | 778,879 | $11.3M |
| Millennium Management | 0.01% | New | 687,817 | $10.0M |
| Keystone Investors Pte Ltd. | 0.87% | Add +202.0% | 668,658 | $9.7M |
| Yiheng Capital Management, L.P. | 4.13% | Add +226.1% | 653,215 | $9.5M |
| Marex Group Ltd | 0.09% | New | 566,871 | $8.2M |
| SG Americas Securities, LLC | 0.01% | Add +10441.3% | 543,825 | $7.9M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +1150.8% | 533,945 | $7.7M |
| Armistice Capital, LLC | 0.17% | Add +87.7% | 468,000 | $6.8M |
| State Street Corp. | 0.00% | Reduce -33.1% | 463,546 | $6.7M |
| M&G PLC | 0.04% | New | 444,157 | $6.7M |
| Yunqi Capital Ltd | 4.80% | New | 415,000 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +61.3% | 414,819 | $6.0M |
| Old Mission Capital LLC | 0.22% | New | 386,835 | $5.6M |
| Clear Street Group Inc. | 0.03% | Add +19.3% | 381,068 | $5.5M |
| Capital Fund Management S.A. | 0.05% | Reduce -1.9% | 378,529 | $5.5M |
| Bank of America Corp. | 0.00% | Add +553.6% | 296,720 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.2% | 242,724 | $3.5M |
| Baader Bank Aktiengesellschaft | 0.28% | Add +0.7% | 229,732 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Add +40.3% | 218,737 | $3.2M |
| Citigroup Inc. | 0.00% | Add +73.0% | 193,128 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 175,035 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +14.6% | 158,430 | $2.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +24.3% | 142,282 | $2.3M |
| Schroder Investment Management Group | 0.00% | Add +9.8% | 152,420 | $2.2M |
| Man Group plc | 0.00% | Add +168.2% | 148,161 | $2.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +333.3% | 130,000 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +2.5% | 102,991 | $1.5M |
| Evergreen Quality Fund GP, Ltd. | 0.03% | No change | 100,000 | $1.4M |
| Wexford Capital LP | 0.37% | Add +2.7% | 98,627 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +2.0% | 93,546 | $1.4M |
| Simplex Trading, LLC | 0.04% | New | 86,008 | $1.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Add +49.1% | 84,359 | $1.2M |
| Stifel Financial Corp. | 0.00% | New | 83,334 | $1.2M |
| Intercapital, LLC | 0.58% | — | 76,400 | $1.1M |
| Invesco Ltd. | 0.00% | Add +340.9% | 68,152 | $988K |
| Nomura Holdings Inc. | 0.00% | Add +426.9% | 66,940 | $971K |
| Hudson Bay Capital Management LP | 0.01% | Reduce -70.1% | 66,149 | $959K |
| D. E. Shaw & Co. | 0.00% | Add +29.5% | 54,586 | $791K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 54,000 | $783K |
| Walleye Capital LLC | 0.00% | New | 51,020 | $740K |
| Virtu Financial LLC | 0.03% | Add +92.0% | 50,738 | $736K |
| Electron Capital Partners, LLC | 0.03% | New | 50,076 | $726K |
| HRT Financial LP | 0.00% | Reduce -91.5% | 47,353 | $686K |
| Profund Advisors LLC | 0.02% | Add +334.6% | 45,926 | $666K |
| Squarepoint Ops LLC | 0.00% | Reduce -49.0% | 45,277 | $657K |
| Green Alpha Advisors, LLC | 0.57% | New | 42,708 | $619K |
| Allianz Asset Management GmbH | 0.00% | Add +75.1% | 42,287 | $613K |
| Krane Funds Advisors LLC | 0.02% | New | 35,568 | $516K |
| Eschler Asset Management LLP | 0.34% | Reduce -23.2% | 34,700 | $503K |
| Pathstone Holdings, LLC | 0.00% | New | 31,338 | $454K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -17.9% | 30,114 | $437K |
| Cibc World Market Inc. | 0.00% | Reduce -0.4% | 29,754 | $431K |
| Themes Management Co LLC | 0.29% | — | 25,101 | $364K |
| Cetera Investment Advisers | 0.00% | Add +111.7% | 25,019 | $363K |
| AlphaCentric Advisors LLC | 0.36% | — | 25,000 | $363K |
| Ieq Capital, LLC | 0.00% | Add +94.5% | 23,929 | $347K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -94.4% | 23,787 | $345K |
| Legend Capital Advisors LLC | 0.18% | — | 21,980 | $319K |
| Focus Partners Wealth | 0.00% | Reduce -6.4% | 21,906 | $318K |
| Group One Trading LLC | 0.01% | Reduce -73.3% | 21,705 | $315K |
| Rafferty Asset Management, LLC | 0.00% | New | 21,266 | $308K |
| Calamos Advisors LLC | 0.00% | Add +44.6% | 20,820 | $302K |
| Shay Capital LLC | 0.05% | New | 20,000 | $290K |
| JPMorgan Chase & Co. | 0.00% | Add +842.2% | 19,881 | $288K |
| Lighthouse Investment Partners, LLC | 0.01% | Reduce -19.8% | 19,828 | $288K |
| SBI Securities Co., Ltd. | 0.01% | Reduce -3.8% | 19,127 | $277K |
| LPL Financial LLC | 0.00% | Add +14.4% | 18,674 | $271K |
| Renaissance Capital LLC | 0.18% | Reduce -49.9% | 16,881 | $245K |
| Platinum Investment Management Ltd. | 0.06% | New | 16,552 | $240K |
| Tairen Capital Ltd | 0.02% | New | 15,760 | $229K |
| Wells Fargo & Company | 0.00% | Reduce -80.1% | 14,515 | $210K |
| Temasek Holdings (Private) Ltd | 0.00% | No change | 14,510 | $210K |
"% of holder's portfolio" is PONY's weight in each manager's 13F, not the share of Pony AI Inc. the manager owns.