Pony AI Inc. (PONY) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Pony AI Inc. (NASDAQ:PONY) is held by 135 institutional firms.

• The collective stake of institutional investors in Pony AI moved to 42.1% in December 2025, a shift down from the 63.9% reported for September 2025.
• The company experienced a 14.42% quarterly change in institutional shares held, alongside an increase of 175.51% in total owners annually.
• The latest 13F cycle for Pony AI reveals that of 135 total investors, 92 funds grew their exposure, whereas 30 reduced theirs and 13 made no changes.
• The aggregate institutional position in Pony AI now stands at 100.37Mn shares as of December 2025, after investors increased their holdings (up by 12.65Mn shares quarter on quarter which is up 1.32Mn shares year over year).
• With 17.62Mn shares, FMR LLC commands the largest institutional position in Pony AI as of December 31, 2025, equating to 7.39% of the company.
• Among the most significant buyers of Pony AI during December 2025 were TIGER GLOBAL MANAGEMENT LLC (2.53Mn), FIL Ltd (1.88Mn), MARSHALL WACE, LLP (1.77Mn), Lingotto Investment Management LLP (1.73Mn), Amova Asset Management Americas, Inc. (1.44Mn).
• Leading sellers of Pony AI stock in December 2025 included IDG China Venture Capital Fund IV Associates L.P. (7.07Mn), TMT General Partner Ltd (1.24Mn), JANE STREET GROUP, LLC (941.52K), SOROS FUND MANAGEMENT LLC (847.28K), GOLDMAN SACHS GROUP INC (546.40K).
• The top 10 institutional holders of Pony AI for the quarter ending December 2025 included FMR LLC (17.62Mn), ONTARIO TEACHERS PENSION PLAN BOARD (6.49Mn), BAILLIE GIFFORD & CO (6.30Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (4.23Mn), Aspex Management (HK) Ltd (4.14Mn), Lingotto Investment Management LLP (4.11Mn), Point72 Asset Management, L.P. (3.21Mn), MORGAN STANLEY (3.02Mn), TIGER GLOBAL MANAGEMENT LLC (2.90Mn), WELLINGTON MANAGEMENT GROUP LLP (2.84Mn).