$PONY

$5.07 +$0.02 (0.4%) Close

$PONY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 433.5M shares outstanding

Who owns PONY?

By type of holder

Institutions 75.8% Insiders 0.0% Everyone else 24.2%

Concentration Top 10 holders own 62.0%

Exor N.V. 42.9% · Ontario Teachers Pension Plan Board 5.0%

Institutional ownership

75.8%

+6.6 pts vs last qtr

Institutional holders

160

+6 vs last qtr

Net shares bought

+28.5M

by institutions in Q2 2026

New / sold out

38 / 32

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ontario Teachers Pension Plan Board +15.1M
Baillie Gifford & Co +6.1M

Biggest sellers in Q2 2026

FMR LLC −3.1M
Tiger Global Management LLC −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$55.6M

18 notices from 8 people

Shares covered

6.6M

1.51% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Tiancheng Lou Director $22.9M
Jun Peng Director & officer $19.6M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+345.3%

+64.52% a year

Each share's claim on the business

−77.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$994K vs $174M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years2% 3–5 years57% 1–3 years28% Under 1 year14%

Quarterly turnover

10.4%

of institutional shares changed hands

Top 10 managers, median time held

1 year

Super Investors

Investment managers reporting PONY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EN Exor N.V.	185.9M	42.89%	+3.4M (+1.9%)	2023	92.6%
Shares held by quarter Peak holding185.9M (Q2'26) Change over 8 quarters+21.4M Share of the company42.890% Exor N.V.'s full portfolio →
OT Ontario Teachers Pension Plan Board	21.6M	4.99%	+15.1M (+233.3%)	2025	1.0%
Shares held by quarter Peak holding21.6M (Q2'26) Change over 8 quarters+21.6M Share of the company4.990% Ontario Teachers Pension Plan Board's full portfolio →

Exor N.V.

185.9M

% of company

42.89%

Change vs last qtr

+3.4M (+1.9%)

Held since

2023

Ontario Teachers Pension Plan Board

21.6M

% of company

4.99%

Change vs last qtr

+15.1M (+233.3%)

Held since

2025

28 more super investors behind a free account

See every manager holding Pony AI Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PONY on Form N-PORT; together they hold 7.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
BG Baillie Gifford Emerging Markets Equities Fund Baillie Gifford Funds	$35.6M	5.1M	1.18%	0.40%	June 30, 2026
FE Fidelity Emerging Markets Fund Fidelity Investment Trust	$35.4M	4.5M	1.04%	0.33%	July 31, 2026

Baillie Gifford Emerging Markets Equities Fund

Baillie Gifford Funds

Position value

$35.6M

% of company

1.18%

% of the fund

0.40%

As of

June 30, 2026

Fidelity Emerging Markets Fund

Fidelity Investment Trust

Position value

$35.4M

% of company

1.04%

% of the fund

0.33%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Pony AI Inc and how much of the fund the position is.

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