PONY AI INC PONY
SPONSORED ADS · ADR · CUSIP 732908108 · ISIN US7329081084
Autonomous vehicle technology company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $8.69.
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 47 |
| Q1 2025 | 59 |
Biggest buyers
| FMR LLC | New | +2.9m |
| MORGAN STANLEY | Added | +1.4m |
| SOROS FUND MANAGEMENT LLC | Added | +1.0m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | New | +906.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +644.5k |
| Mirae Asset Global Investments Co., Ltd. | Added | +613.2k |
| MASTERS CAPITAL MANAGEMENT LLC | Added | +500.0k |
| Lingotto Investment Management LLP | Added | +329.9k |
| Pictet Asset Management Holding SA | New | +280.3k |
| MARSHALL WACE, LLP | New | +253.5k |
Biggest sellers
| VIKING GLOBAL INVESTORS LP | Sold out | -739.8k |
| Pamalican Asset Management Ltd | Sold out | -551.7k |
| CITADEL ADVISORS LLC | Sold out | -480.0k |
| Hel Ved Capital Management Ltd | Reduced | -289.1k |
| Woodline Partners LP | Sold out | -153.8k |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | Sold out | -115.3k |
| LMR Partners LLP | Sold out | -100.0k |
| Itau Unibanco Holding S.A. | Reduced | -60.0k |
| Jain Global LLC | Sold out | -60.0k |
| MYDA Advisors LLC | Sold out | -50.0k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| TOYOTA MOTOR CORP/ 13G · exempt (held before listing) new · filed 2025-02-14 | 15.8% |
| Peng Jun 13G · exempt (held before listing) -3.3 pts · filed 2025-11-17 | 13.8% |
| HSG Venture VI Holdco, Ltd. 13G · exempt (held before listing) new · filed 2025-02-14 | 12.1% |
| ONTARIO TEACHERS PENSION PLAN BOARD 13G · exempt (held before listing) new · filed 2025-02-07 | 8.1% |
| HSG Holding Ltd 13G · exempt (held before listing) -2.6 pts · filed 2025-11-14 | 7.4% |
| FMR LLC 13G · institution new · filed 2025-11-05 | 6.0% |
| Lou Tiancheng 13G · exempt (held before listing) new · filed 2025-05-15 | 6.0% |
Fell to 5% or below in the last year: TMT General Partner Ltd (4.2%, 2026-01-30)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| IDG China Venture Capital Fund IV Associates L.P. 22.11% of their portfolio | 10.1m $89.1m | Unchanged |
| IDG China Capital Fund III Associates L.P. 87.09% of their portfolio | 6.5m $57.6m | Unchanged |
| FMR LLC 0.00% of their portfolio | 2.9m $25.3m | New |
| Aspex Management (HK) Ltd 0.54% of their portfolio | 2.4m $21.0m | Unchanged |
| Carlyle Group Inc. 0.55% of their portfolio | 2.4m $20.8m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 2.0m $17.6m | Added +644.5k |
| SOROS FUND MANAGEMENT LLC 0.30% of their portfolio | 1.9m $16.8m | Added +1.0m |
| Lingotto Investment Management LLP 0.35% of their portfolio | 1.5m $13.5m | Added +329.9k |
| BlackRock, Inc. 0.00% of their portfolio | 1.5m $13.4m | Added +44.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $12.1m | Added +1.4m |
| Neumann Advisory Hong Kong Ltd 3.91% of their portfolio | 1.0m $9.1m | Unchanged |
| MASTERS CAPITAL MANAGEMENT LLC 1.87% of their portfolio | 1.0m $8.8m | Added +500.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 906.5k $8.0m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 850.7k $7.6m | Added +371 |
| Robeco Schweiz AG 0.16% of their portfolio | 747.0k $6.6m | Added +133.0k |
| Hel Ved Capital Management Ltd 3.18% of their portfolio | 715.9k $6.3m | Reduced -289.1k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 672.9k $5.9m | Added +189.9k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 632.8k $71.7k | Added +613.2k |
| TIGER GLOBAL MANAGEMENT LLC 0.01% of their portfolio | 370.0k $3.3m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 299.3k $2.6m | Unchanged |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 280.3k $2.5m | New |
| Banque Cantonale Vaudoise 0.10% of their portfolio | 264.8k $2.3m | First filing |
| MARSHALL WACE, LLP 0.00% of their portfolio | 253.5k $2.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 233.7k $2.1m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 209.3k $1.8m | Added +208.7k |
| Ghisallo Capital Management LLC 0.14% of their portfolio | 185.0k $1.6m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 129.7k $1.1m | New |
| Baader Bank Aktiengesellschaft 0.11% of their portfolio | 129.2k $1.1m | New |
| UBS Group AG 0.00% of their portfolio | 124.7k $1.1m | Reduced -26.2k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 113.4k $1.0m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 111.2k $980.4k | Added +24.9k |
| Yarbrough Capital, LLC 0.04% of their portfolio | 100.0k $882.0k | Added +27.5k |
| HITE Hedge Asset Management LLC 0.05% of their portfolio | 98.6k $869.5k | Added +30.7k |
| Verition Fund Management LLC 0.00% of their portfolio | 89.5k $789.5k | New |
| Lighthouse Investment Partners, LLC 0.02% of their portfolio | 60.0k $529.1k | Reduced -18.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 58.0k $511.6k | New |
| Cresset Asset Management, LLC 0.00% of their portfolio | 50.0k $441.0k | New |
| Itau Unibanco Holding S.A. 0.01% of their portfolio | 40.0k $353.0k | Reduced -60.0k |
| Renaissance Capital LLC 0.27% of their portfolio | 39.9k $352.0k | New |
| Lansforsakringar Fondforvaltning AB (publ) 0.00% of their portfolio | 39.1k $345.3k | New |
| PRUDENTIAL PLC 0.00% of their portfolio | 37.9k $334.4k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 33.2k $292.9k | New |
| Oasis Management Co Ltd. 0.10% of their portfolio | 33.2k $292.8k | New |
| Caitong International Asset Management Co., Ltd 0.17% of their portfolio | 25.9k $228.8k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 22.7k $200.5k | New |
| WEXFORD CAPITAL LP 0.05% of their portfolio | 21.0k $185.0k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 18.8k $166.0k | Reduced -29.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.8k $139.4k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 14.9k $131.3k | New |
| KEYSTONE INVESTORS PTE LTD 0.02% of their portfolio | 13.6k $119.9k | New |
| LPL Financial LLC 0.00% of their portfolio | 11.8k $103.8k | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 10.2k $89.6k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 4.0k $35.0k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 1.7k $15.4k | Added +725 |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 1.5k $13.2k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 400 $3.5k | First filing |
| SIERRA OCEAN, LLC 0.00% of their portfolio | 73 $644 | New |
| ORG Partners LLC 0.00% of their portfolio | 30 $236 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |