Pony AI Inc. (PONY) Institutional Ownership

Ownership Summary

Pony AI Inc. (NASDAQ:PONY) has 137 institutional investors that have filed 13F reports for the period ending December 2025.

• They owned 25.5% of outstanding stock in December 2025, down from 45.6% the prior quarter.
• They decreased total shares held in PONY by -11.11% quarter over quarter, and investors in Pony AI increased 179.59% from a year ago.
• Of these 137 funds, 90 grew their exposure to Pony AI, 34 cut back, and 13 maintained positions.
• The aggregate institutional position in Pony AI amounted to 98.25Mn shares as of December 2025, down by 12.28Mn shares quarter on quarter, and down 1.1Mn shares year over year.
• As of December 31, 2025, FMR LLC held the largest stake in Pony AI with 13.91Mn shares, accounting for 3.61% of total shares outstanding.
• The most significant purchases of PONY for the quarter ending December 2025 came from VANGUARD CAPITAL MANAGEMENT LLC (7.87Mn), HSG Holding Ltd (7.54Mn), TMT General Partner Ltd (5.02Mn), VANGUARD FIDUCIARY TRUST CO (2.14Mn), IDG China Venture Capital Fund IV Associates L.P. (1.77Mn).
• The largest sales of PONY for the quarter ending December 2025 came from FMR LLC (3.7Mn), Point72 Asset Management, L.P. (3.11Mn), MARSHALL WACE, LLP (2.45Mn), Lingotto Investment Management LLP (783.44K), Verition Fund Management LLC (765.27K).
• Business Quant data shows the 10 biggest positions in Pony AI as of December 2025 are held by FMR LLC (13.91Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.87Mn), HSG Holding Ltd (7.54Mn), TMT General Partner Ltd (6.94Mn), ONTARIO TEACHERS PENSION PLAN BOARD (6.49Mn), BAILLIE GIFFORD & CO (6.36Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (4.28Mn), Aspex Management (HK) Ltd (4.14Mn), IDG China Venture Capital Fund IV Associates L.P. (3.99Mn), Lingotto Investment Management LLP (3.32Mn).