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PONY in the 13F filings

Pony AI Inc · CUSIP 732908108

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Quarter end
30 Jun 2026
the date the book describes
Filed
2 Sep 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 5 listed it in both
Shares listed
31,563,192
combined, among listed positions
Reported value
$219m
combined, at the quarter end

Among the 91 comparable managers: 6 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,435,358.

Managers listing PONY in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Baillie Gifford & Co12,421,070$86m0.08%Added+6,061,6026 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)10,812,608$75munder 0.1%Trimmed-3,098,31813 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP2,798,990$19munder 0.1%Trimmed-234,79614 Aug 2026 (the filing on sec.gov)
ARK Investment Management LLC2,212,454$15m0.10%Added+286,30314 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,058,925$7.4munder 0.1%Trimmed-805,9772 Sep 2026 (the filing on sec.gov)
Susquehanna International Group LLP547,068$3.8munder 0.1%Trimmed-212,07114 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC399,437$2.8munder 0.1%Added+366,62214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC333,804$2.3munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Tiger Global Management LLC310,287$2.2munder 0.1%Trimmed-2,589,71314 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC302,795$2.1munder 0.1%Trimmed-989,51414 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP201,149$1.4munder 0.1%Trimmed-1,023,40614 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC61,978$431kunder 0.1%Trimmed-111,10114 Aug 2026 (the filing on sec.gov)
Man Group PLC48,469$337kunder 0.1%Trimmed-23,40814 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP18,459$128kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.13,934$97kunder 0.1%Trimmed-58,53514 Aug 2026 (the filing on sec.gov)
Invesco Ltd12,566$87kunder 0.1%Trimmed-52,41214 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP5,121$36kunder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC4,078$28kunder 0.1%Trimmed-2,1363 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q4 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

02468Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PONY by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20243$29m30
Q1 20252$20m11
Q2 20253$127m20
Q3 20255$279m22
Q4 20258$279m188
Q1 20265$129m717
Q2 20264$106m615

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PONY and GOOGL →PONY and AMZN →PONY and MSFT →Choose a stock to compare with PONY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PONY, latest filings →Back to the 13F Explorer →