Vault-13

PONY AI INC PONY

SPONSORED ADS · ADR · CUSIP 732908108 · ISIN US7329081084

Autonomous vehicle technology company

59 institutional holders +12 vs Q4 2024
42,656,29542.7m shares reported held*
$370.8mreported value*
27 new 15 added 5 reduced 17 sold out net bought ≈ $60.2m (+7.4m shares)

* 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

0204060Q4 24: 47Q1 25: 5959Q4 24Q1 25
Numbers
QuarterHolders
Q4 202447
Q1 202559

Biggest buyers

FMR LLC New +2,867,770+2.9m
MORGAN STANLEY Added +1,368,083+1.4m
SOROS FUND MANAGEMENT LLC Added +1,015,586+1.0m
MANUFACTURERS LIFE INSURANCE COMPANY, THE New +906,471+906.5k
WELLINGTON MANAGEMENT GROUP LLP Added +644,518+644.5k
Mirae Asset Global Investments Co., Ltd. Added +613,238+613.2k
MASTERS CAPITAL MANAGEMENT LLC Added +500,000+500.0k
Lingotto Investment Management LLP Added +329,892+329.9k
Pictet Asset Management Holding SA New +280,337+280.3k
MARSHALL WACE, LLP New +253,517+253.5k

Biggest sellers

VIKING GLOBAL INVESTORS LP Sold out -739,797-739.8k
Pamalican Asset Management Ltd Sold out -551,734-551.7k
CITADEL ADVISORS LLC Sold out -480,000-480.0k
Hel Ved Capital Management Ltd Reduced -289,087-289.1k
Woodline Partners LP Sold out -153,760-153.8k
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC Sold out -115,290-115.3k
LMR Partners LLP Sold out -100,000-100.0k
Itau Unibanco Holding S.A. Reduced -60,000-60.0k
Jain Global LLC Sold out -60,000-60.0k
MYDA Advisors LLC Sold out -50,000-50.0k

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.

HolderStakeChangeShares Last filed
TOYOTA MOTOR CORP/ 13G · exempt (held before listing) new · filed 2025-02-14 15.8% new 42.5m 2025-02-14
Peng Jun 13G · exempt (held before listing) -3.3 pts · filed 2025-11-17 13.8% -3.3 pts 60.0m 2025-11-17
HSG Venture VI Holdco, Ltd. 13G · exempt (held before listing) new · filed 2025-02-14 12.1% new 32.3m 2025-02-14
ONTARIO TEACHERS PENSION PLAN BOARD 13G · exempt (held before listing) new · filed 2025-02-07 8.1% new 21.6m 2025-02-07
HSG Holding Ltd 13G · exempt (held before listing) -2.6 pts · filed 2025-11-14 7.4% -2.6 pts 22.6m 2025-11-14
FMR LLC 13G · institution new · filed 2025-11-05 6.0% new 16.5m 2025-11-05
Lou Tiancheng 13G · exempt (held before listing) new · filed 2025-05-15 6.0% new 21.2m 2025-05-15

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 IDG China Venture Capital Fund IV Associates L.P. 22.11% of their portfolio HONG KONG, K3 10,102,66510.1m $89.1m $89.1m 22.11% Unchanged
2 IDG China Capital Fund III Associates L.P. 87.09% of their portfolio CENTRAL HONG KONG, F4 6,529,5896.5m $57.6m $57.6m 87.09% Unchanged
3 FMR LLC 0.00% of their portfolio BOSTON, MA 2,867,7702.9m $25.3m $25.3m 0.00% New
4 Aspex Management (HK) Ltd 0.54% of their portfolio CENTRAL, K3 2,375,6662.4m $21.0m $21.0m 0.54% Unchanged
5 Carlyle Group Inc. 0.55% of their portfolio WASHINGTON, DC 2,362,4472.4m $20.8m $20.8m 0.55% Unchanged
6 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 1,991,8112.0m $17.6m $17.6m 0.00% Added +644.5k +644,518
7 SOROS FUND MANAGEMENT LLC 0.30% of their portfolio NEW YORK, NY 1,901,8481.9m $16.8m $16.8m 0.30% Added +1.0m +1,015,586
8 Lingotto Investment Management LLP 0.35% of their portfolio London, X0 1,529,8921.5m $13.5m $13.5m 0.35% Added +329.9k +329,892
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,521,9491.5m $13.4m $13.4m 0.00% Added +44.7k +44,742
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,369,0811.4m $12.1m $12.1m 0.00% Added +1.4m +1,368,083
11 Neumann Advisory Hong Kong Ltd 3.91% of their portfolio CENTRAL, K3 1,031,8801.0m $9.1m $9.1m 3.91% Unchanged
12 MASTERS CAPITAL MANAGEMENT LLC 1.87% of their portfolio ATLANTA, GA 1,000,0001.0m $8.8m $8.8m 1.87% Added +500.0k +500,000
13 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 906,471906.5k $8.0m $8.0m 0.01% New
14 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 850,720850.7k $7.6m $7.6m 0.00% Added +371 +371
15 Robeco Schweiz AG 0.16% of their portfolio ZURICH, V8 747,000747.0k $6.6m $6.6m 0.16% Added +133.0k +133,000
16 Hel Ved Capital Management Ltd 3.18% of their portfolio CENTRAL, K3 715,913715.9k $6.3m $6.3m 3.18% Reduced -289.1k -289,087
17 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 672,887672.9k $5.9m $5.9m 0.01% Added +189.9k +189,881
18 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 632,791632.8k $71.7k $71.7k 0.00% Added +613.2k +613,238
19 TIGER GLOBAL MANAGEMENT LLC 0.01% of their portfolio New York, NY 370,000370.0k $3.3m $3.3m 0.01% Unchanged
20 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 299,252299.3k $2.6m $2.6m 0.00% Unchanged
21 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 280,337280.3k $2.5m $2.5m 0.00% New
22 Banque Cantonale Vaudoise 0.10% of their portfolio LAUSANNE, V8 264,800264.8k $2.3m $2.3m 0.10% First filing
23 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 253,517253.5k $2.2m $2.2m 0.00% New
24 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 233,707233.7k $2.1m $2.1m 0.00% Unchanged
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 209,318209.3k $1.8m $1.8m 0.00% Added +208.7k +208,684
26 Ghisallo Capital Management LLC 0.14% of their portfolio BOSTON, MA 185,000185.0k $1.6m $1.6m 0.14% Unchanged
27 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 129,674129.7k $1.1m $1.1m 0.00% New
28 Baader Bank Aktiengesellschaft 0.11% of their portfolio Unterschleissheim, 2M 129,195129.2k $1.1m $1.1m 0.11% New
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 124,727124.7k $1.1m $1.1m 0.00% Reduced -26.2k -26,237
30 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 113,386113.4k $1.0m $1.0m 0.00% New
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 111,154111.2k $980.4k $980.4k 0.00% Added +24.9k +24,932
32 Yarbrough Capital, LLC 0.04% of their portfolio FRANKLIN, TN 100,001100.0k $882.0k $882.0k 0.04% Added +27.5k +27,538
33 HITE Hedge Asset Management LLC 0.05% of their portfolio BRAINTREE, MA 98,58898.6k $869.5k $869.5k 0.05% Added +30.7k +30,654
34 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 89,51089.5k $789.5k $789.5k 0.00% New
35 Lighthouse Investment Partners, LLC 0.02% of their portfolio Palm Beach Gardens, FL 59,98560.0k $529.1k $529.1k 0.02% Reduced -18.2k -18,200
36 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 58,00058.0k $511.6k $511.6k 0.00% New
37 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 50,00050.0k $441.0k $441.0k 0.00% New
38 Itau Unibanco Holding S.A. 0.01% of their portfolio SAO PAULO, D5 40,00040.0k $353.0k $353.0k 0.01% Reduced -60.0k -60,000
39 Renaissance Capital LLC 0.27% of their portfolio Stamford, CT 39,91339.9k $352.0k $352.0k 0.27% New
40 Lansforsakringar Fondforvaltning AB (publ) 0.00% of their portfolio Stockholm, V7 39,14739.1k $345.3k $345.3k 0.00% New
41 PRUDENTIAL PLC 0.00% of their portfolio LONDON, X0 37,91137.9k $334.4k $334.4k 0.00% New
42 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 33,20533.2k $292.9k $292.9k 0.00% New
43 Oasis Management Co Ltd. 0.10% of their portfolio GRAND CAYMAN, E9 33,20033.2k $292.8k $292.8k 0.10% New
44 Caitong International Asset Management Co., Ltd 0.17% of their portfolio HONG KONG, K3 25,93725.9k $228.8k $228.8k 0.17% New
45 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 22,73122.7k $200.5k $200.5k 0.00% New
46 WEXFORD CAPITAL LP 0.05% of their portfolio WEST PALM BEACH, FL 20,97621.0k $185.0k $185.0k 0.05% New
47 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 18,81818.8k $166.0k $166.0k 0.00% Reduced -29.3k -29,314
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,80515.8k $139.4k $139.4k 0.00% New
49 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 14,88514.9k $131.3k $131.3k 0.00% New
50 KEYSTONE INVESTORS PTE LTD 0.02% of their portfolio SINGAPORE, U0 13,59313.6k $119.9k $119.9k 0.02% New
51 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 11,76311.8k $103.8k $103.8k 0.00% New
52 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 10,15810.2k $89.6k $89.6k 0.00% New
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 4,0004.0k $35.0k $35.0k 0.00% New
54 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,7491.7k $15.4k $15.4k 0.00% Added +725 +725
55 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,4701.5k $13.2k $13.2k 0.00% New
56 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 400400 $3.5k $3.5k 0.00% First filing
57 SIERRA OCEAN, LLC 0.00% of their portfolio RIPON, CA 7373 $644 $644 0.00% New
58 ORG Partners LLC 0.00% of their portfolio ROANOKE, IN 3030 $236 $236 0.00% New
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged