Pony AI Inc. (PONY) — Institutional Holders, Q2 2026

157 institutional investment managers reported a PONY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $949.1M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

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PONY in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

ONTARIO TEACHERS PENSION PLAN BOARDAdded · +15,149,236 sh+$105.3M
BAILLIE GIFFORDAdded · +6,061,602 sh+$42.1M
UBS Group AGAdded · +2,495,403 sh+$17.3M
Eurizon Capital SGR S.p.A.Added · +1,555,843 sh+$10.8M
Ghisallo Capital ManagementNew · +1,500,000 sh+$10.4M

Biggest sellers

FMRTrimmed · -3,098,318 sh-$21.5M
TIGER GLOBAL MANAGEMENTTrimmed · -2,589,713 sh-$18.0M
Lingotto Investment Management LLPTrimmed · -1,507,002 sh-$10.5M
Holocene AdvisorsTrimmed · -1,023,406 sh-$7.1M
SOROS FUND MANAGEMENTTrimmed · -989,514 sh-$6.9M

PONY 13F holders ranked 1–100 of 157

Institutional investors reporting a position in Pony AI Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	ONTARIO TEACHERS PENSION PLAN BOARD#1 · 21,641,766 sh	21,641,766	$150.4M	0.95%	+233.3%
2	BAILLIE GIFFORD#2 · 12,421,070 sh	12,421,070	$86.3M	0.08%	+95.3%
3	FMR#3 · 10,812,608 sh	10,812,608	$75.1M	<0.01%	-22.3%
4	VANGUARD CAPITAL MANAGEMENT#4 · 8,151,732 sh	8,151,732	$56.7M	<0.01%	+3.6%
5	SC CHINA HOLDING Ltd#5 · 7,538,358 sh	7,538,358	$52.4M	4.38%	0.0%
6	TMT General Partner Ltd#6 · 6,942,135 sh	6,942,135	$48.2M	—	0.0%
7	NORGES BANK#7 · 5,307,487 sh	5,307,487	$36.9M	<0.01%	—
8	MIRAE ASSET GLOBAL ETFS Ltd.#8 · 4,428,729 sh	4,428,729	$30.8M	0.04%	+3.6%
9	UBS Group AG#9 · 4,387,040 sh	4,387,040	$30.5M	<0.01%	+131.9%
10	Aspex Management (HK) Ltd#10 · 4,140,447 sh	4,140,447	$28.8M	0.32%	0.0%
11	IDG China Venture Capital Fund IV Associates L.P.#11 · 3,989,250 sh	3,989,250	$27.7M	18.83%	0.0%
12	MORGAN STANLEY#12 · 2,908,301 sh	2,908,301	$20.2M	<0.01%	-9.2%
13	WELLINGTON MANAGEMENT GROUP LLP#13 · 2,798,990 sh	2,798,990	$19.5M	<0.01%	-7.7%
14	Eurizon Capital SGR S.p.A.#14 · 2,735,897 sh	2,735,897	$19.0M	0.05%	+131.8%
15	BAMCO#15 · 2,720,081 sh	2,720,081	$18.9M	0.03%	+28.0%
16	M&G Plc#16 · 2,432,769 sh	2,432,769	$17.0M	0.08%	+48.5%
17	Carlyle Group#17 · 2,362,447 sh	2,362,447	$16.4M	0.16%	0.0%
18	VANGUARD FIDUCIARY#18 · 2,225,498 sh	2,225,498	$15.5M	<0.01%	+3.9%
19	ARK Investment Management#19 · 2,212,454 sh	2,212,454	$15.4M	0.10%	+14.9%
20	GOLDMAN SACHS GROUP#20 · 1,863,340 sh	1,863,340	$13.0M	<0.01%	+281.8%
21	Lingotto Investment Management LLP#21 · 1,817,066 sh	1,817,066	$12.6M	0.27%	-45.3%
22	Sumitomo Mitsui#22 · 1,596,694 sh	1,596,694	$11.1M	<0.01%	-12.4%
23	Nikko Asset Management Americas#23 · 1,596,694 sh	1,596,694	$11.1M	0.14%	-12.4%
24	Ghisallo Capital Management#24 · 1,500,000 sh	1,500,000	$10.4M	0.20%	New
25	CITADEL ADVISORS#25 · 1,058,925 sh	1,058,925	$7.4M	<0.01%	-43.2%
26	MASTERS CAPITAL MANAGEMENT#26 · 950,000 sh	950,000	$6.6M	0.17%	0.0%
27	STATE STREET#27 · 914,150 sh	914,150	$6.4M	<0.01%	+81.3%
28	FIL Ltd#28 · 894,206 sh	894,206	$6.2M	<0.01%	-46.6%
29	Marex Group plc#29 · 875,681 sh	875,681	$6.1M	0.03%	+1.7%
30	Flight Deck Capital#30 · 839,900 sh	839,900	$5.8M	2.83%	0.0%
31	Yiheng Capital Management, L.P.#31 · 653,215 sh	653,215	$4.5M	1.56%	0.0%
32	ARMISTICE CAPITAL#32 · 650,000 sh	650,000	$4.5M	0.06%	+21.3%
33	SG Americas Securities#33 · 631,563 sh	631,563	$4.4M	<0.01%	+10.5%
34	SUSQUEHANNA INTERNATIONAL GROUP, LLP#34 · 547,068 sh	547,068	$3.8M	<0.01%	-27.9%
35	Legal & General Group Plc#35 · 482,370 sh	482,370	$3.4M	<0.01%	+22.5%
36	Waterloo Capital, L.P.#36 · 449,283 sh	449,283	$3.1M	0.18%	New
37	BANK OF AMERICA#37 · 446,577 sh	446,577	$3.1M	<0.01%	+223.9%
38	BlackRock#38 · 428,856 sh	428,856	$3.0M	0.00%	+174.3%
39	DNCA FINANCE#39 · 426,800 sh	426,800	$3.0M	0.14%	+127.6%
40	BALYASNY ASSET MANAGEMENT L.P.#40 · 399,437 sh	399,437	$2.8M	<0.01%	+1117.2%
41	BARCLAYS PLC#41 · 387,002 sh	387,002	$2.7M	<0.01%	New
42	VANGUARD ASSET MANAGEMENT, Ltd#42 · 378,810 sh	378,810	$2.6M	<0.01%	+1.4%
43	Fideuram Asset Management (Ireland) dac#43 · 304,649 sh	304,649	$2.4M	0.05%	New
44	CloudAlpha Capital Management Limited/Hong Kong#44 · 334,352 sh	334,352	$2.3M	0.07%	New
45	MILLENNIUM MANAGEMENT#45 · 333,804 sh	333,804	$2.3M	<0.01%	New
46	CHARLES SCHWAB INVESTMENT MANAGEMENT#46 · 315,105 sh	315,105	$2.2M	<0.01%	-0.3%
47	TIGER GLOBAL MANAGEMENT#47 · 310,287 sh	310,287	$2.2M	<0.01%	-89.3%
48	SOROS FUND MANAGEMENT#48 · 302,795 sh	302,795	$2.1M	0.03%	-76.6%
49	Headlands Technologies#49 · 235,066 sh	235,066	$1.6M	0.17%	New
50	Baader Bank Aktiengesellschaft#50 · 224,504 sh	224,504	$1.6M	0.12%	+9.8%
51	Mitsubishi UFJ Asset Management , Ltd.#51 · 216,024 sh	216,024	$1.5M	<0.01%	+59.1%
52	Holocene Advisors#52 · 201,149 sh	201,149	$1.4M	<0.01%	-83.6%
53	Cresset Asset Management#53 · 200,491 sh	200,491	$1.4M	<0.01%	+99.5%
54	Quantinno Capital Management#54 · 189,890 sh	189,890	$1.3M	<0.01%	+72.1%
55	IMC-Chicago#55 · 183,264 sh	183,264	$1.3M	<0.01%	+92.3%
56	FRANKLIN RESOURCES#56 · 162,559 sh	162,559	$1.1M	<0.01%	-0.7%
57	SCHRODER INVESTMENT MANAGEMENT GROUP#57 · 159,848 sh	159,848	$1.1M	<0.01%	+7.2%
58	CITIGROUP#58 · 156,286 sh	156,286	$1.1M	<0.01%	+13.8%
59	PensionDanmark Pensionsforsikringsaktieselskab#59 · 145,000 sh	145,000	$1.0M	—	+93.3%
60	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#60 · 136,756 sh	136,756	$950.5K	<0.01%	-15.9%
61	Renaissance Capital#61 · 131,574 sh	131,574	$914.4K	—	+10.0%
62	PNC FINANCIAL SERVICES GROUP#62 · 130,000 sh	130,000	$903.5K	<0.01%	0.0%
63	HRT FINANCIAL#63 · 323,249 sh	323,249	$862.4K	<0.01%	+97.8%
64	Havemeyer Place#64 · 123,713 sh	123,713	$859.8K	0.08%	+6042.7%
65	MONEY CONCEPTS CAPITAL#65 · 123,397 sh	123,397	$857.6K	0.04%	+16.3%
66	DnB Asset Management AS#66 · 104,806 sh	104,806	$727.4K	<0.01%	New
67	Mirae Asset Global Investments , Ltd.#67 · 95,975 sh	95,975	$667.0K	<0.01%	-86.7%
68	OLD MISSION CAPITAL#68 · 90,713 sh	90,713	$630.5K	0.01%	New
69	True North Advisors#69 · 83,683 sh	83,683	$581.6K	—	New
70	TRIGLAV SKLADI, D.O.O.#70 · 80,000 sh	80,000	$556.0K	0.03%	New
71	Abu Dhabi Investment Council P.J.S.C#71 · 78,556 sh	78,556	$546.0K	0.08%	+134.9%
72	Vident Advisory#72 · 62,836 sh	62,836	$436.7K	<0.01%	New
73	Squarepoint Ops#73 · 61,978 sh	61,978	$430.7K	<0.01%	-64.2%
74	Cetera Investment Advisers#74 · 54,990 sh	54,990	$382.2K	<0.01%	+184.2%
75	PROFUND ADVISORS#75 · 51,188 sh	51,188	$355.8K	<0.01%	+4.3%
76	Walleye Trading#76 · 50,582 sh	50,582	$351.5K	<0.01%	-30.5%
77	Electron Capital Partners#77 · 49,853 sh	49,853	$346.5K	0.01%	-1.0%
78	Man Group plc#78 · 48,469 sh	48,469	$336.9K	<0.01%	-32.6%
79	NORTHERN#79 · 45,086 sh	45,086	$313.3K	0.00%	+14.5%
80	Krane Funds Advisors#80 · 43,827 sh	43,827	$304.6K	0.01%	+16.7%
81	LPL Financial#81 · 41,742 sh	41,742	$290.1K	<0.01%	+1.5%
82	Green Alpha Advisors#82 · 41,484 sh	41,484	$288.3K	—	+0.8%
83	Venturi Wealth Management#83 · 34,621 sh	34,621	$240.6K	<0.01%	+23.8%
84	Pathstone#84 · 31,475 sh	31,475	$221.7K	<0.01%	+2.0%
85	Handelsbanken Fonder AB#85 · 30,977 sh	30,977	$215.0K	<0.01%	+0.9%
86	XTX Topco Ltd#86 · 30,134 sh	30,134	$209.4K	<0.01%	-72.3%
87	WELLS FARGO & COMPANY#87 · 26,765 sh	26,765	$186.0K	0.00%	+69.3%
88	Focus Partners Wealth#88 · 25,541 sh	25,541	$177.5K	<0.01%	+13.0%
89	Altar Rock#89 · 22,697 sh	22,697	$157.7K	0.23%	New
90	State of Wyoming#90 · 22,308 sh	22,308	$155.0K	0.02%	New
91	FIRST ADVISORS#91 · 22,278 sh	22,278	$154.8K	<0.01%	+68.0%
92	Legend Capital Advisors#92 · 21,980 sh	21,980	$152.8K	0.08%	0.0%
93	EXCHANGE TRADED CONCEPTS#93 · 21,951 sh	21,951	$152.6K	<0.01%	New
94	SBI Securities , Ltd.#94 · 21,261 sh	21,261	$147.8K	—	+7.0%
95	AXQ CAPITAL#95 · 19,338 sh	19,338	$134.4K	0.01%	New
96	Ronald Blue#96 · 18,958 sh	18,958	$131.8K	—	+496.4%
97	JGP Global Gestao de Recursos Ltda.#97 · 18,490 sh	18,490	$128.5K	—	New
98	Hudson Bay Capital Management#98 · 18,459 sh	18,459	$128.3K	<0.01%	New
99	Cerity Partners#99 · 17,014 sh	17,014	$118.2K	<0.01%	+2.3%
100	JPMORGAN CHASE#100 · 16,242 sh	16,242	$113.0K	0.00%	+77.3%

Funds that sold out of PONY in Q2 2026 (29)

Held PONY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PONY in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Vontobel Holding Ltd.478,708 sh	478,708	$4.5M
Mitsubishi UFJ & Banking473,317 sh	473,317	$4.5M
Yunqi Capital Ltd415,000 sh	415,000	$3.9M
Evergreen Quality Fund GP, Ltd.349,800 sh	349,800	$3.3M
Pictet Asset Management Holding SA333,014 sh	333,014	$3.1M
Jump Financial162,095 sh	162,095	$1.5M
Verition Fund Management150,078 sh	150,078	$1.4M
Point72 Asset Management, L.P.103,560 sh	103,560	$977.6K
Lansforsakringar Fondforvaltning AB (publ)71,501 sh	71,501	$675.0K
CAPITAL FUND MANAGEMENT S.A.60,058 sh	60,058	$566.9K
HSBC PLC60,472 sh	60,472	$552.9K
Engineers Gate Manager57,903 sh	57,903	$546.6K
MARSHALL WACE, LLP52,244 sh	52,244	$493.2K
Belvedere Trading37,948 sh	37,948	$358.2K
Polymer Capital Management (HK) LTD34,732 sh	34,732	$327.9K
Aaron Wealth Advisors24,911 sh	24,911	$235.2K
IEQ CAPITAL24,586 sh	24,586	$232.1K
GROUP ONE TRADING, L.P.20,148 sh	20,148	$190.2K
AMERIPRISE FINANCIAL11,148 sh	11,148	$105.2K
Provenance Wealth Advisors6,168 sh	6,168	$58.2K
SUMMIT SECURITIES GROUP1,935 sh	1,935	$18.3K
GF FUND MANAGEMENT LTD.784 sh	784	$7.4K
Innovative Asset Advisors Group500 sh	500	$4.7K
Sound Income Strategies300 sh	300	$2.8K
Gordian Capital Singapore Pte Ltd50 sh	50	$472.00
Investors Portfolio Services50 sh	50	$456.00
True Wealth Design20 sh	20	$189.00
Rossby Financial, LCC9 sh	9	$83.00
Nova Wealth Management1 sh	1	$9.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.