57% buyers of institutions opening or closing positions this quarter
12 more new buyers than exits, ownership fell 4.36 percentage points vs the prior quarter, and 4 well-known fund managers in the top 25.
57% buyers of institutions opening or closing positions this quarter
37.3% institutional ownership
TMT General Partner portfolio allocation
Institutional ownership vs Rental & Leasing Services peers
No Form 4 insider transactions on file
Latest positioning in PONY across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PONY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 13.9M | $131.3M | -21.0% | 3.947% | 0.01% |
| 2 | SC CHINA HOLDING Ltd | 7.5M | $100.1M | — | 2.139% | 6.18% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 7.9M | $74.3M | — | 2.232% | 0.00% |
| 4 | TMT General Partner Ltd | 6.9M | $65.5M | +262.1% | 1.970% | 26.23% |
| 5 | ONTARIO TEACHERS PENSION PLAN BOARD | 6.5M | $61.3M | 0.0% | 1.842% | 1.77% |
| 6 | BAILLIE GIFFORD & CO | 6.4M | $60.0M | +0.9% | 1.804% | 0.06% |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.3M | $40.3M | +1.0% | 1.213% | 0.05% |
| 8 | IDG China Venture Capital Fund IV Associates L.P. | 4.0M | $37.7M | +80.0% | 1.132% | 17.18% |
| 9 | SOROS FUND MANAGEMENT LLC | 3.5M | $33.3M | +57.9% | 1.000% | 0.36% |
| 10 | Exor Capital LLP | 3.3M | $31.4M | -19.1% | 0.943% | 0.62% |
| 11 | MORGAN STANLEY | 3.2M | $30.2M | +5.9% | 0.909% | 0.00% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 3.0M | $28.6M | +6.8% | 0.861% | 0.01% |
| 13 | TIGER GLOBAL MANAGEMENT LLC | 2.9M | $27.4M | 0.0% | 0.823% | 0.12% |
| 14 | CITADEL ADVISORS LLC | 2.5M | $24.0M | -25.5% | 0.721% | 0.00% |
| 15 | Carlyle Group Inc. | 2.4M | $22.3M | 0.0% | 0.670% | 0.21% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 2.1M | $20.2M | — | 0.608% | 0.01% |
| 17 | BAMCO INC /NY/ | 2.1M | $20.1M | -17.8% | 0.603% | 0.06% |
| 18 | MASTERS CAPITAL MANAGEMENT LLC | 1.9M | $18.4M | 0.0% | 0.553% | 0.61% |
| 19 | ARK Investment Management LLC | 1.9M | $18.2M | +16.6% | 0.546% | 0.14% |
| 20 | UBS Group AG | 1.9M | $17.9M | +53.8% | 0.537% | 0.00% |
| 21 | Sumitomo Mitsui Trust Holdings, Inc. | 1.8M | $17.2M | -7.7% | 0.517% | 0.01% |
| 22 | Nikko Asset Management Americas, Inc. | 1.8M | $17.2M | -7.7% | 0.517% | 0.24% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8M | $16.7M | +21.9% | 0.503% | 0.00% |
| 24 | FIL Ltd | 1.7M | $15.8M | -26.8% | 0.475% | 0.01% |
| 25 | M&G Plc | 1.6M | $14.7M | +268.9% | 0.465% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PONY — a direct measure of their conviction.
Filings activity in PONY during Q1 2026, grouped by how each filer changed its position.
6 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 148 | +8.8% | 37.33% | 4.36 pp | $1.09B | 20% |
| Q4 2025 | 136 | +0.0% | 41.69% | 68.11 pp | $1.37B | 62% |
| Q3 2025 | 136 | +27% | 109.80% | +55.43 pp | $3.61B | +102% |
| Q2 2025 | 107 | +75% | 54.37% | +23.49 pp | $1.79B | +98% |
| Q1 2025 | 61 | +24% | 30.88% | 11.97 pp | $903M | 36% |
| Q4 2024 | 49 | — | 42.85% | — | $1.41B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for PONY.
Quick answers to the most common questions about buying PONY stock.
Based on Q1 2026 13F filings, institutional ownership of Pony AI Inc. American Depositary Shares stands at 37.3%, held across 148 reporting institutions.
FMR LLC is the largest reported institutional holder of PONY, with approximately 13,910,926 shares worth $0.13B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of PONY, including SOROS FUND MANAGEMENT LLC, TIGER GLOBAL MANAGEMENT LLC, CITADEL ADVISORS LLC, ARK Investment Management LLC.
Our composite Smart Money Score for PONY is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in PONY during Q1 2026, while 34 fully exited. 18 added to existing positions and 84 trimmed.
PONY institutional ownership fell by 4.36 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 58.2% of all reported 13F value in PONY, and the top 25 account for 86.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.