Pony AI Inc. (PONY) Institutional Ownership

Ownership Summary

Pony AI Inc. (NASDAQ:PONY) is held by 137 institutional investors per 13F filings through December 2025.

• These investors collectively held 25.5% of Pony AI's outstanding shares in December 2025, down from 45.6% in September 2025.
• 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.
• During the quarter, 90 of these 137 funds increased positions in PONY, 34 reduced exposure, and 13 held steady.
• 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.
• FMR LLC leads ownership in PONY with 13.91Mn shares as of December 31, 2025, equal to 3.61% of outstanding shares.
• The largest buyers of Pony AI for the quarter ending December 2025 were 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 sellers of Pony AI for the quarter ending December 2025 were 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).
• Per Business Quant, the top 10 investors in PONY for the quarter ending December 2025 include 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).