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

050100150200 Q4 2024: 46Q4 2024Q1 2025: 58Q1 2025Q2 2025: 110Q2 2025Q3 2025: 141Q3 2025Q4 2025: 140Q4 2025Q1 2026: 149Q1 2026Q2 2026: 155Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$75.1M
Exits32$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
Handelsbanken Fonder AB 0.00% New 13,700 $199K
Havemeyer Place LP 0.03% — 11,786 $171K
Geode Capital Management, LLC 0.00% No change 11,318 $164K
Bridgefront Capital, LLC 0.04% New 11,277 $164K
Ameriprise Financial Inc. 0.00% Reduce -1.4% 10,831 $157K
Delta Investment Management, LLC 0.03% No change 10,100 $146K
First Trust Advisors LP 0.00% Reduce -8.7% 10,028 $145K
Barclays PLC 0.00% Reduce -96.8% 8,809 $128K
Provenance Wealth Advisors, LLC 0.01% Reduce -15.7% 6,168 $89K
IFP Advisors, Inc 0.00% Add +784.6% 6,051 $88K
Federation des caisses Desjardins du Quebec 0.00% Reduce -16.2% 5,953 $86K
Osaic Holdings, Inc. 0.00% Add +19.6% 5,649 $82K
Royal Bank of Canada 0.00% Reduce -29.3% 5,594 $81K
Quantbot Technologies LP 0.00% New 5,493 $80K
Kestra Advisory Services, LLC 0.00% New 5,151 $75K
Daiwa Securities Group Inc. 0.00% Add +2.3% 4,561 $66K
BlackRock, Inc. 0.00% Reduce -91.0% 3,801 $55K
Tower Research Capital LLC (TRC) 0.00% Reduce -52.4% 3,331 $48K
Banque Cantonale Vaudoise 0.00% Reduce -25.1% 2,741 $40K
Leonteq Securities AG 0.00% No change 2,590 $38K
Jones Financial Companies LLLP 0.00% Reduce -1.2% 2,171 $31K
BNP Paribas Financial Markets 0.00% New 2,100 $30K
Deutsche Bank AG 0.00% Add +16.6% 1,151 $17K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.02% Add +1000.0% 1,100 $16K
Horizon Financial Services, LLC 0.01% No change 1,000 $15K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +39.9% 628 $9K
CIBC Private Wealth Group LLC 0.00% No change 544 $8K
Farther Finance Advisors, LLC 0.00% Add +406.7% 380 $6K
Sound Income Strategies, LLC 0.00% New 300 $5K
Harbour Investments, Inc. 0.00% Add +3.9% 134 $2K
Financial Consulate, Inc. 0.00% New 100 $1K
Golden State Wealth Management, LLC 0.00% No change 100 $1K
Larson Financial Group LLC 0.00% No change 100 $1K
Assetmark, Inc. 0.00% Add +73.0% 64 $928
Bell Investment Advisors, Inc 0.00% No change 38 $551
Global Retirement Partners, LLC 0.00% New 30 $435
Strategic Wealth Partners, Ltd. 0.00% Reduce -80.7% 24 $348
SageView Advisory Group, LLC 0.00% New 6 $87
Rhumbline Advisers 0.00% New 5 $72
Nova Wealth Management, Inc. 0.00% No change 1 $15

"% of holder's portfolio" is PONY's weight in each manager's 13F, not the share of Pony AI Inc. the manager owns.