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Security record

PONY

Pony AI Inc. American Depositary Shares · Technology · Software - Application

6.04 +4.9% mkt cap $2.13B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
66Tracked holders
-3Δ holders
68.93MShares held
$479.05MReported value
+6New positions
−8Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Baillie Gifford ✦ 12.42M +95.3% $86.33M 0.1% ▲ Add 5 SEC ↗ ×4
2 Fidelity (FMR) ✦ 10.81M -22.3% $75.15M 0.0% ▼ Trim 5 SEC ↗ ×7
3 Vanguard Capital Management Llc 8.15M +3.6% $56.65M 0.0% ▲ Add 2 SEC ↗
4 Norges Bank ✦ (passive) 5.31M New $36.89M 0.0% New 1 SEC ↗
5 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.43M +3.6% $30.78M 0.0% ▲ Add 3 SEC ↗ ×3
6 UBS Group AG 4.39M +131.9% $30.49M 0.0% ▲ Add 3 SEC ↗ ×3
7 Morgan Stanley ✦ 2.91M -9.2% $20.21M 0.0% ▼ Trim 4 SEC ↗ ×8
8 Wellington Management ✦ 2.80M -7.7% $19.45M 0.0% ▼ Trim 7 SEC ↗ ×7
9 Bamco Inc /Ny/ 2.72M +28.0% $18.90M 0.0% ▲ Add 3 SEC ↗
10 ARK Investment Management ✦ 2.21M +14.9% $15.38M 0.1% ▲ Add 4 SEC ↗
11 Goldman Sachs Group ✦ 1.86M +281.8% $12.95M 0.0% ▲ Add 4 SEC ↗ ×2
12 Sumitomo Mitsui Trust Group, Inc. 1.60M -12.3% $11.10M 0.0% ▼ Trim 3 SEC ↗
13 Citadel Advisors ✦ 1.06M -43.2% $7.36M 0.0% ▼ Trim 5 SEC ↗ ×2
14 State Street Global Advisors ✦ (passive) 914.15K +81.3% $6.35M 0.0% ▲ Add 5 SEC ↗
15 FIL Ltd 894.21K -46.5% $6.21M 0.0% ▼ Trim 3 SEC ↗ ×2
16 Susquehanna International Group, Llp 547.07K -27.9% $3.80M 0.0% ▼ Trim 3 SEC ↗
17 Legal & General Group Plc 482.37K +22.5% $3.35M 0.0% ▲ Add 3 SEC ↗ ×2
18 Bank Of America Corp /De/ 446.58K +223.9% $3.10M 0.0% ▲ Add 3 SEC ↗ ×3
19 BlackRock ✦ (passive) 428.86K +174.3% $2.98M 0.0% ▲ Add 5 SEC ↗ ×3
20 Balyasny Asset Management L.P. 399.44K +1117.2% $2.78M 0.0% ▲ Add 3 SEC ↗
21 Barclays Plc 387.00K +13393.8% $2.69M 0.0% ▲ Add 3 SEC ↗ ×2
22 Millennium Management ✦ 333.80K New $2.32M 0.0% New 1 SEC ↗
23 Hrt Financial Lp 323.25K +97.8% $2.25M 0.0% ▲ Add 3 SEC ↗ ×3
24 Charles Schwab Investment… 315.11K -0.3% $2.19M 0.0% ▼ Trim 2 SEC ↗
25 Tiger Global Management ✦ 310.29K -89.3% $2.16M 0.0% ▼ Trim 7 SEC ↗
26 Soros Fund Management ✦ 302.80K -76.6% $2.10M 0.0% ▼ Trim 7 SEC ↗
27 Mitsubishi UFJ Asset Management… 216.02K +59.1% $1.50M 0.0% ▲ Add 3 SEC ↗
28 Holocene Advisors, LP 201.15K -83.6% $1.40M 0.0% ▼ Trim 2 SEC ↗
29 Quantinno Capital Management LP 189.89K +72.1% $1.32M 0.0% ▲ Add 2 SEC ↗
30 IMC-Chicago, LLC 183.26K +92.3% $1.27M 0.0% ▲ Add 2 SEC ↗
31 Franklin Resources Inc 162.56K -0.7% $1.13M 0.0% ▼ Trim 2 SEC ↗ ×2
32 Schroder Investment Management Group 159.85K +7.2% $1.11M 0.0% ▲ Add 2 SEC ↗ ×2
33 Citigroup Inc 156.29K +13.8% $1.09M 0.0% ▲ Add 3 SEC ↗ ×2
34 UBS AM, a distinct business unit of… 136.76K -15.9% $950,454 0.0% ▼ Trim 3 SEC ↗ ×2
35 Pnc Financial Services Group, Inc. 130.00K 0.0% $903,500 0.0% Held 3 SEC ↗
36 Mirae Asset Global Investments Co.… 95.97K -86.7% $667,026 0.0% ▼ Trim 3 SEC ↗ ×2
37 Squarepoint Ops LLC 61.98K -64.2% $430,747 0.0% ▼ Trim 3 SEC ↗
38 Cetera Investment Advisers 54.99K +184.2% $382,181 0.0% ▲ Add 3 SEC ↗
39 Walleye Trading LLC 50.58K -30.5% $351,545 0.0% ▼ Trim 2 SEC ↗
40 Man Group plc 48.47K -32.6% $336,860 0.0% ▼ Trim 3 SEC ↗
41 Northern Trust Corp 45.09K +14.5% $313,348 0.0% ▲ Add 2 SEC ↗ ×2
42 LPL Financial LLC 41.74K +1.5% $290,107 0.0% ▲ Add 3 SEC ↗
43 Wells Fargo & Company/Mn 26.77K +69.3% $186,017 0.0% ▲ Add 3 SEC ↗ ×2
44 Focus Partners Wealth 25.54K +13.0% $177,510 0.0% ▲ Add 3 SEC ↗
45 First Trust Advisors Lp 22.28K +68.0% $154,832 0.0% ▲ Add 3 SEC ↗
46 Cerity Partners LLC 17.01K +2.4% $118,248 0.0% ▲ Add 2 SEC ↗ ×2
47 JPMorgan Chase ✦ 16.24K +77.3% $113,045 0.0% ▲ Add 4 SEC ↗ ×4
48 Nomura Holdings Inc 15.90K -56.4% $110,512 0.0% ▼ Trim 3 SEC ↗
49 Mariner, LLC 15.73K -1.3% $109,327 0.0% ▼ Trim 2 SEC ↗
50 Simplex Trading, Llc 14.86K -32.6% $103,263 0.0% ▼ Trim 3 SEC ↗
51 Deutsche Bank Ag\ 14.75K +2.2% $102,519 0.0% ▲ Add 3 SEC ↗ ×3
52 D. E. Shaw & Co. ✦ 13.93K -80.8% $96,841 0.0% ▼ Trim 4 SEC ↗
53 Corient Private Wealth LP 12.77K New $88,768 0.0% New 1 SEC ↗
54 Invesco Ltd. 12.57K -80.7% $87,334 0.0% ▼ Trim 3 SEC ↗
55 Geode Capital Management ✦ (passive) 11.32K 0.0% $78,660 0.0% Held 6 SEC ↗
56 Bnp Paribas Financial Markets 6.10K +144.0% $42,395 0.0% ▲ Add 3 SEC ↗
57 Osaic Holdings, Inc. 4.91K -7.9% $34,088 0.0% ▼ Trim 3 SEC ↗
58 Us Bancorp \De\ 3.42K New $23,783 0.0% New 1 SEC ↗
59 Rockefeller Capital Management L.P. 1.90K +84.8% $13,205 0.0% ▲ Add 2 SEC ↗ ×3
60 Jones Financial Companies Lllp 1.66K +10.8% $11,370 0.0% ▲ Add 3 SEC ↗
61 Royal Bank Of Canada 1.00K -83.6% $7,000 0.0% ▼ Trim 3 SEC ↗
62 Zurcher Kantonalbank (Zurich… 887 0.0% $6,165 0.0% Held 3 SEC ↗
63 National Bank Of Canada /Fi/ 577 New $3,999 0.0% New 1 SEC ↗
64 Assetmark, Inc 463 +253.4% $3,218 0.0% ▲ Add 3 SEC ↗
65 Pacer Advisors, Inc. 375 New $3,000 0.0% New 1 SEC ↗
66 Rhumbline Advisers 5 0.0% $34 0.0% Held 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%
Corient Private Wealth LP $88,768 0.0%
Us Bancorp \De\ $23,783 0.0%
National Bank Of Canada /Fi/ $3,999 0.0%
Pacer Advisors, Inc. $3,000 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 28 ZHANG NING

Officer · 15.52K sh · $110,279

Sep 28 Mo Luyi

Officer · 12.43K sh · $88,265

Sep 28 Wang Haojun

Officer · 13.75K sh · $97,684

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API