PONY

Pony AI Inc
Information TechnologyUSCUSIP 732908108◍ Confluence graph
Tracked 13F Holders
135
-85 QoQ
13F Value (tracked)
$975.0M
Insider Net · 180d
-$1.1M
0↑ 4↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)36 adding · 13 trimming
Insider net (180d)-$1.1M

Who owns PONY?

135 tracked 13F filers

135 tracked 13F filers disclose a position in PONY as of the latest SEC 13F filings, a combined $975.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1ONTARIO TEACHERS PENSION PLAN BOARD
$150.4M
21.6M
+233%
Added · +15.1M sh
Q2 2026
2FMR LLC
$131.3M
13.9M
−21%
Reduced · −3.7M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$74.3M
7.9M
First observed position
No prior filed position
Q1 2026
4HSG Holding Ltd
$52.4M
7.5M
Held
Q2 2026
5TMT General Partner Ltd
$48.2M
6.9M
Held
Q2 2026
6BAILLIE GIFFORD & CO
$60.0M
6.4M
+0.9%
Added · +58K sh
Q1 2026
7MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$40.3M
4.3M
+1.0%
Added · +44K sh
Q1 2026
8IDG China Venture Capital Fund IV Associates L.P.
$27.7M
4.0M
Held
Q2 2026
9MORGAN STANLEY
$30.2M
3.2M
+5.9%
Added · +180K sh
Q1 2026
10TIGER GLOBAL MANAGEMENT LLC
$27.4M
2.9M
Held
Q1 2026
11Eurizon Capital SGR S.p.A.
$19.0M
2.7M
+132%
Added · +1.6M sh
Q2 2026
12VANGUARD FIDUCIARY TRUST CO
$20.2M
2.1M
First observed position
No prior filed position
Q1 2026
13ARK Investment Management LLC
$18.2M
1.9M
+17%
Added · +275K sh
Q1 2026
14UBS Group AG
$17.9M
1.9M
+64%
Added · +736K sh
Q1 2026
15CITADEL ADVISORS LLC
$17.6M
1.9M
−28%
Reduced · −743K sh
Q1 2026
16Sumitomo Mitsui Trust Group, Inc.
$17.2M
1.8M
−7.7%
Reduced · −153K sh
Q1 2026
17Amova Asset Management Americas, Inc.
$17.2M
1.8M
−7.7%
Reduced · −153K sh
Q1 2026
18Lingotto Investment Management LLP
$12.6M
1.8M
−45%
Reduced · −1.5M sh
Q2 2026
19FIL Ltd
$15.8M
1.7M
−27%
Reduced · −611K sh
Q1 2026
20M&G Plc
$14.7M
1.6M
+269%
Added · +1.2M sh
Q1 2026
21Ghisallo Capital Management LLC
$10.4M
1.5M
New
+1.5M sh
Q2 2026
22SOROS FUND MANAGEMENT LLC
$12.2M
1.3M
+4.9%
Added · +61K sh
Q1 2026
23Holocene Advisors, LP
$11.6M
1.2M
New
+1.2M sh
Q1 2026
24MASTERS CAPITAL MANAGEMENT LLC
$9.0M
950K
−21%
Reduced · −250K sh
Q1 2026
25STATE STREET CORP
$6.4M
914K
+81%
Added · +410K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is PONY being bought or sold by institutions?

Last quarter, 15 funds opened a new position in PONY and 21 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
15
funds
Added
21
funds
Reduced
13
funds
Exited
0
funds

Funds that own PONY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA59 funds$113.7B
AMAZON.COM INCAMZN57 funds$65.7B
ALPHABET INC-CL AGOOGL57 funds$57.3B
MICROSOFT CORPMSFT56 funds$75.1B
META PLATFORMS INC-CLASS AMETA56 funds$34.7B
ADVANCED MICRO DEVICESAMD56 funds$12.5B
BROADCOM INCAVGO55 funds$42.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM54 funds$15.3B
INTUITIVE SURGICAL INCISRG53 funds$7.7B
ALPHABET INC-CL CGOOG52 funds$27.6B
TESLA INCTSLA52 funds$24.8B
NETFLIX INCNFLX52 funds$14.1B

Ranked by how many of PONY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$1.1M
4 insiders
Net
-$1.1M
7 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 26, 2026Mo LuyiVice PresidentSell (S)14K$99K
Jun 26, 2026Wang HaojunChief Financial OfficerSell (S)14K$94K
Jun 26, 2026ZHANG NINGVice PresidentSell (S)17K$119K
Mar 30, 2026Wang HaojunChief Financial OfficerSell (S)18K$159K
Mar 30, 2026Mo LuyiVice PresidentSell (S)20K$173K
Mar 30, 2026Gao TianVP, Chief of Staff, GCSell (S)32K$274K
Mar 30, 2026ZHANG NINGVice PresidentSell (S)23K$199K

Institutional ownership over time

51 funds+15 since Q4 2024
068136Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $346.5M

Recent filings

15 shown

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Connected entities for PONY

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Ask your agent what changed in PONY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/PONY/capital-change-brief"
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Use Arkolith's capital_change_brief for PONY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PONY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.