| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Peng Jun | 14% | -19% | $1,185,600,000 | -$12,016,491 | 60,000,000 | -1% | Jun Peng | 10 Oct 2025 |
| TOYOTA MOTOR CORP/ | 16% | $409,679,469 | 42,453,831 | Toyota Motor Corporation | 26 Nov 2024 | |||
| HSG Holding Ltd | 7.4% | -26% | $508,613,217 | -$108,988,609 | 22,615,083 | -18% | HSG Holding Limited ("HSG Holding") | 30 Sep 2025 |
| ONTARIO TEACHERS PENSION PLAN BOARD | 8% | $208,843,042 | 21,641,766 | ONTARIO TEACHERS PENSION PLAN BOARD | 31 Dec 2024 | |||
| Lou Tiancheng | 6% | $204,576,121 | 21,199,598 | Tiancheng Lou | 31 Mar 2025 | |||
| FMR LLC | 6% | $370,368,985 | 16,468,163 | FMR LLC | 30 Sep 2025 | |||
| Ho Chi Sing | 4.3% | -34% | $343,510,641 | -$66,897,472 | 15,273,928 | -16% | IDG China Venture Capital Fund IV L.P. | 30 Sep 2025 |
| TMT General Partner Ltd | 4.2% | -20% | $212,099,069 | -$51,181,738 | 14,627,522 | -19% | TMT General Partner Ltd. | 31 Dec 2025 |
As of 31 Dec 2025, 138 institutional investors reported holding 98,235,219 shares of Pony AI Inc. - Class A ordinary share, par value US$0.0005 per share (PONY). This represents 28% of the company’s total 348,274,333 outstanding shares.
The largest institutional shareholders of Pony AI Inc. - Class A ordinary share, par value US$0.0005 per share (PONY) together control 24% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 5.1% | 17,615,617 | +7% | 0.01% | $255,426,442 |
| ONTARIO TEACHERS PENSION PLAN BOARD | 1.9% | 6,492,530 | 0% | 2.1% | $94,141,685 |
| BAILLIE GIFFORD & CO | 1.8% | 6,301,650 | -2.5% | 0.08% | $91,373,925 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.2% | 4,232,995 | +6.8% | 0.09% | $61,381,723 |
| Aspex Management (HK) Ltd | 1.2% | 4,140,447 | 0% | 1.2% | $60,036,000 |
| Lingotto Investment Management LLP | 1.2% | 4,107,512 | +73% | 1.1% | $59,558,924 |
| Point72 Asset Management, L.P. | 0.92% | 3,209,963 | +44% | 0.07% | $46,544,464 |
| MORGAN STANLEY | 0.87% | 3,024,346 | -8.6% | 0% | $43,853,019 |
| TIGER GLOBAL MANAGEMENT LLC | 0.83% | 2,900,000 | +684% | 0.14% | $42,050,000 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.82% | 2,840,863 | +31% | 0.01% | $41,192,515 |
| CITADEL ADVISORS LLC | 0.75% | 2,607,874 | +14% | 0.03% | $37,814,173 |
| BAMCO INC /NY/ | 0.74% | 2,586,581 | +11% | 0.1% | $37,505,424 |
| MARSHALL WACE, LLP | 0.72% | 2,502,711 | +240% | 0.03% | $36,289,320 |
| Carlyle Group Inc. | 0.68% | 2,362,447 | 0% | 0.25% | $34,255,482 |
| FIL Ltd | 0.66% | 2,284,012 | +467% | 0.02% | $33,118,175 |
| IDG China Venture Capital Fund IV Associates L.P. | 0.64% | 2,216,250 | -76% | 14% | $32,135,625 |
| JANE STREET GROUP, LLC | 0.58% | 2,004,782 | -2.8% | 0.03% | $29,069,340 |
| Amova Asset Management Americas, Inc. | 0.57% | 1,974,499 | +266% | 0.33% | $28,630,236 |
| Sumitomo Mitsui Trust Group, Inc. | 0.57% | 1,974,499 | +266% | 0.02% | $28,630,236 |
| TMT General Partner Ltd | 0.55% | 1,917,414 | -39% | 11% | $27,802,503 |
| ARK Investment Management LLC | 0.47% | 1,651,452 | +30% | 0.16% | $23,946,054 |
| SOROS FUND MANAGEMENT LLC | 0.35% | 1,231,714 | -41% | 0.24% | $17,859,853 |
| MASTERS CAPITAL MANAGEMENT LLC | 0.34% | 1,200,000 | +20% | 2.4% | $17,400,000 |
| UBS Group AG | 0.33% | 1,155,207 | -3.9% | 0% | $16,750,502 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.29% | 1,026,591 | 0.02% | $14,885,570 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 98,235,219 | $1,424,858,201 | -$186,163,738 | $14.50 | 138 |
| 2025 Q3 | 108,131,665 | $2,428,313,659 | +$712,121,499 | $22.49 | 139 |
| 2025 Q2 | 135,204,486 | $1,784,673,748 | +$390,510,852 | $13.20 | 109 |
| 2025 Q1 | 106,751,892 | $936,168,561 | +$48,847,299 | $8.82 | 60 |
| 2024 Q4 | 99,053,694 | $1,459,719,556 | +$1,357,226,877 | $14.35 | 48 |