PONY
Pony AI Inc. American Depositary Shares · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -4.3% ·
share flow +2.4% ·
net new positions -3.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | -3 | 68.93M | $479.05M | +6 | −8 |
| Q1 2026 | 68 | +5 | 61.97M | $584.99M | +14 | −9 |
| Q4 2025 | 61 | 0 | 64.24M | $931.69M | +1 | −1 |
| Q3 2025 | 18 | +2 | 39.02M | $877.59M | +3 | −1 |
| Q2 2025 | 13 | +4 | 20.34M | $268.47M | +6 | −2 |
| Q1 2025 | 7 | +1 | 4.60M | $40.57M | +4 | −3 |
| Q4 2024 | 6 | +6 | 3.86M | $55.46M | +6 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 12.42M | +95.3% | $86.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 12.42M | +95.3% | $86.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 12.42M | +95.3% | $86.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 12.42M | +95.3% | $86.33M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 10.81M | -22.3% | $75.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Vanguard Capital Management Llc | 8.15M | +3.6% | $56.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Norges Bank ✦ (passive) | 5.31M | New | $36.89M | 0.0% | New | 1 | SEC ↗ |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.43M | +3.6% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.43M | +3.6% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.43M | +3.6% | $30.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | UBS Group AG | 4.39M | +131.9% | $30.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 4.39M | +131.9% | $30.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 4.39M | +131.9% | $30.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.91M | -9.2% | $20.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 32 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 33 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 34 | Wellington Management ✦ | 2.80M | -7.7% | $19.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 35 | Bamco Inc /Ny/ | 2.72M | +28.0% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | ARK Investment Management ✦ | 2.21M | +14.9% | $15.38M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 1.86M | +281.8% | $12.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 1.86M | +281.8% | $12.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 1.60M | -12.3% | $11.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 1.06M | -43.2% | $7.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 1.06M | -43.2% | $7.36M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | State Street Global Advisors ✦ (passive) | 914.15K | +81.3% | $6.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | FIL Ltd | 894.21K | -46.5% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | FIL Ltd | 894.21K | -46.5% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 547.07K | -27.9% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Legal & General Group Plc | 482.37K | +22.5% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Legal & General Group Plc | 482.37K | +22.5% | $3.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of America Corp /De/ | 446.58K | +223.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of America Corp /De/ | 446.58K | +223.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank Of America Corp /De/ | 446.58K | +223.9% | $3.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | BlackRock ✦ (passive) | 428.86K | +174.3% | $2.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 428.86K | +174.3% | $2.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 428.86K | +174.3% | $2.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Balyasny Asset Management L.P. | 399.44K | +1117.2% | $2.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Barclays Plc | 387.00K | +13393.8% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Barclays Plc | 387.00K | +13393.8% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Millennium Management ✦ | 333.80K | New | $2.32M | 0.0% | New | 1 | SEC ↗ |
| 58 | Hrt Financial Lp | 323.25K | +97.8% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Hrt Financial Lp | 323.25K | +97.8% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Hrt Financial Lp | 323.25K | +97.8% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Charles Schwab Investment… | 315.11K | -0.3% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Tiger Global Management ✦ | 310.29K | -89.3% | $2.16M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | Soros Fund Management ✦ | 302.80K | -76.6% | $2.10M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 64 | Mitsubishi UFJ Asset Management… | 216.02K | +59.1% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Holocene Advisors, LP | 201.15K | -83.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 189.89K | +72.1% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | IMC-Chicago, LLC | 183.26K | +92.3% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Franklin Resources Inc | 162.56K | -0.7% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Franklin Resources Inc | 162.56K | -0.7% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Schroder Investment Management Group | 159.85K | +7.2% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Schroder Investment Management Group | 159.85K | +7.2% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Citigroup Inc | 156.29K | +13.8% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Citigroup Inc | 156.29K | +13.8% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 136.76K | -15.9% | $950,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | UBS AM, a distinct business unit of… | 136.76K | -15.9% | $950,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 130.00K | 0.0% | $903,500 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Mirae Asset Global Investments Co.… | 95.97K | -86.7% | $667,026 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mirae Asset Global Investments Co.… | 95.97K | -86.7% | $667,026 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Squarepoint Ops LLC | 61.98K | -64.2% | $430,747 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Cetera Investment Advisers | 54.99K | +184.2% | $382,181 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Walleye Trading LLC | 50.58K | -30.5% | $351,545 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Man Group plc | 48.47K | -32.6% | $336,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Northern Trust Corp | 45.09K | +14.5% | $313,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Northern Trust Corp | 45.09K | +14.5% | $313,348 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | LPL Financial LLC | 41.74K | +1.5% | $290,107 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 26.77K | +69.3% | $186,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Wells Fargo & Company/Mn | 26.77K | +69.3% | $186,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Focus Partners Wealth | 25.54K | +13.0% | $177,510 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | First Trust Advisors Lp | 22.28K | +68.0% | $154,832 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Cerity Partners LLC | 17.01K | +2.4% | $118,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Cerity Partners LLC | 17.01K | +2.4% | $118,248 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 16.24K | +77.3% | $113,045 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 16.24K | +77.3% | $113,045 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 16.24K | +77.3% | $113,045 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 16.24K | +77.3% | $113,045 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 96 | Nomura Holdings Inc | 15.90K | -56.4% | $110,512 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Mariner, LLC | 15.73K | -1.3% | $109,327 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Simplex Trading, Llc | 14.86K | -32.6% | $103,263 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Deutsche Bank Ag\ | 14.75K | +2.2% | $102,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 14.75K | +2.2% | $102,519 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $36.89M | 0.0% |
| Millennium Management | $2.32M | 0.0% |
Exited
| Mitsubishi UFJ Trust &… | $4.47M | was 0.0% |
| Pictet Asset Management… | $3.14M | was 0.0% |
| Point72 Asset Management | $977,606 | was 0.0% |
| Hsbc Holdings Plc | $552,876 | was 0.0% |
| Marshall Wace | $493,184 | was 0.0% |
| Belvedere Trading LLC | $358,229 | was 0.0% |
| Group One Trading Llc | $190,197 | was 0.0% |
| Ameriprise Financial Inc | $105,237 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 104.70K shares, $988 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.