PONY in the 13F filings
Pony AI Inc · CUSIP 732908108
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 19 Feb 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 24
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 5 listed it in both
- Shares listed
- 47,132,833
- combined, among listed positions
- Reported value
- $683m
- combined, at the quarter end
Among the 92 comparable managers: 18 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +10,002,580.
Managers listing PONY in Q4 2025
24 of 24 holders
Largest increases and reductions, by shares
Increases
- Tiger Global Management LLCexisting position · 2,900,000 shares now+2,530,000
- Marshall Wace LLPexisting position · 2,502,711 shares now+1,765,718
- Fidelity (FMR LLC)existing position · 17,615,617 shares now+1,147,454
- Susquehanna International Group LLPnew position · 1,026,591 shares now+1,026,591
- Point72 Asset Management LPexisting position · 3,209,963 shares now+980,148
Reductions
- Soros Fund Management LLCexisting position · 1,231,714 shares now-847,285
- Baillie Gifford & Coexisting position · 6,301,650 shares now-158,713
- Hudson Bay Capital Management LPexisting position · 66,149 shares now-155,371
- Jane Street Group LLCexisting position · 2,004,782 shares now-57,920
- Squarepoint Ops LLCexisting position · 45,277 shares now-43,469
New positions and exits
New (5)
Exited (2)
- Voloridge Investment Management LLCwas $1.3m
- Two Sigma Investments LPwas $443k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2024 | 3 | $29m | 3 | 0 |
| Q1 2025 | 2 | $20m | 1 | 1 |
| Q2 2025 | 3 | $127m | 2 | 0 |
| Q3 2025 | 5 | $279m | 2 | 2 |
| Q4 2025 | 8 | $279m | 18 | 8 |
| Q1 2026 | 5 | $129m | 7 | 17 |
| Q2 2026 | 4 | $106m | 6 | 15 |
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 →