PONY in the 13F filings

Pony AI Inc · CUSIP 732908108

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

Quarter end: 31 Mar 2026; the date the book describes
Filed: 15 May 2026; latest of these filings; the earliest 8 May 2026
Managers listing it: 18; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed: 33,998,550; combined, among listed positions
Reported value: $321m; combined, at the quarter end

Among the 91 comparable managers: 7 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -13,134,283.

Managers listing PONY in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

18 of 18 holders

				Action		Filing
Fidelity (FMR LLC)	13,910,926	$131m	under 0.1%	Trimmed	-3,704,691	15 May 2026 (the filing on sec.gov)
Baillie Gifford & Co	6,359,468	$60m	0.06%	Added	+57,818	8 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	3,033,786	$29m	under 0.1%	Added	+192,923	15 May 2026 (the filing on sec.gov)
Tiger Global Management LLC	2,900,000	$27m	0.12%	Held	0	15 May 2026 (the filing on sec.gov)
ARK Investment Management LLC	1,926,151	$18m	0.14%	Added	+274,699	12 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,864,902	$18m	under 0.1%	Trimmed	-742,972	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	1,292,309	$12m	0.13%	Added	+60,595	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	1,224,555	$12m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	759,139	$7.2m	under 0.1%	Trimmed	-267,452	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	173,079	$1.6m	under 0.1%	Added	+127,802	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	150,078	$1.4m	under 0.1%	Trimmed	-765,268	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	103,560	$978k	under 0.1%	Trimmed	-3,106,403	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	72,469	$684k	under 0.1%	Added	+17,883	15 May 2026 (the filing on sec.gov)
Man Group PLC	71,877	$679k	under 0.1%	Trimmed	-76,284	15 May 2026 (the filing on sec.gov)
Invesco Ltd	64,978	$613k	under 0.1%	Trimmed	-3,174	12 May 2026 (the filing on sec.gov)
Marshall Wace LLP	52,244	$493k	under 0.1%	Trimmed	-2,450,467	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	32,815	$310k	under 0.1%	Trimmed	-382,004	15 May 2026 (the filing on sec.gov)
Walleye Capital LLC	6,214	$59k	under 0.1%	Trimmed	-44,806	13 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Holocene Advisors LPnew position · 1,224,555 shares now+1,224,555
ARK Investment Management LLCexisting position · 1,926,151 shares now+274,699
Wellington Management Group LLPexisting position · 3,033,786 shares now+192,923
Squarepoint Ops LLCexisting position · 173,079 shares now+127,802
Soros Fund Management LLCexisting position · 1,292,309 shares now+60,595

Reductions

Fidelity (FMR LLC)existing position · 13,910,926 shares now-3,704,691
Point72 Asset Management LPexisting position · 103,560 shares now-3,106,403
Marshall Wace LLPexisting position · 52,244 shares now-2,450,467
Verition Fund Management LLCexisting position · 150,078 shares now-765,268
Citadel Advisors LLCexisting position · 1,864,902 shares now-742,972

New positions and exits

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

New (1)

Holocene Advisors LP$12m

Exited (7)

Jane Street Group LLCwas $29m
Millennium Management LLCwas $10.0m
Schonfeld Strategic Advisors LLCwas $7.7m
AllianceBernstein LPwas $3.2m
Hudson Bay Capital Management LPwas $959k
T. Rowe Price Associates Incwas $437k
Quantbot Technologies LPwas $80k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

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 →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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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