PONYNasdaqServices-Computer Integrated Systems DesignFiscal year ends December 31Also trades as PYAIF
Pony AI Inc.
Financials through fiscal 2025, year ended Dec 31, 2025Last filing: 20-F on Apr 22, 2026
$5.01+0.08 (+1.62%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
136M
Shares held, 13F filers
Institutional holders
154
34 new, 29 sold out
Net institutional buying
25M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $1.41M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Jun Peng | 60,000,000 | 13.80% | 13G (passive) amendment | Oct 10, 2025 |
| Toyota Motor Corporation | 42,453,831 | 15.80% | 13G (passive) | Nov 26, 2024 |
| HSG Holding Limited ("HSG Holding") | 32,307,267 | 12.10% | 13G (passive) | Dec 31, 2024 |
| SNP China Enterprises Limited ("SNP China Enterprises") | 27,461,175 | 10.00% | 13G (passive) amendment | Jun 30, 2025 |
| Neil Nanpeng Shen ("NS") | 22,615,083 | 7.40% | 13G (passive) amendment | Sep 30, 2025 |
| Ontario Teachers Pension Plan Board | 21,641,766 | 8.05% | 13G (passive) | Dec 31, 2024 |
| Tiancheng Lou | 21,199,598 | 6.00% | 13G (passive) | Mar 31, 2025 |
| IDG China Capital Fund GP III Associates Ltd. | 18,248,471 | 6.70% | 13G (passive) | Dec 31, 2024 |
| TMT General Partner Ltd. | 18,157,297 | 5.20% | 13G (passive) | Dec 31, 2024 |
| Abigail P. Johnson | 17,615,617 | 5.00% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PONY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 21,641,766 | – | $150.41M | +15,149,236 | 0.95% |
| Baillie Gifford & Co | 12,421,070 | – | $86.33M | +6,061,602 | 0.08% |
| FMR LLC | 10,812,608 | – | $75.15M | −3,098,318 | 0.00% |
| Vanguard Capital Management LLC | 8,151,732 | – | $56.65M | +283,383 | 0.00% |
| HSG Holding Ltd | 7,538,358 | – | $52.39M | – | 4.21% |
| TMT General Partner Ltd | 6,942,135 | – | $48.25M | – | 24.89% |
| Norges Bank | 5,307,487 | – | $36.89M | New | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4,428,729 | – | $30.78M | +152,177 | 0.04% |
| UBS Group AG | 4,387,040 | – | $30.49M | +2,495,403 | 0.00% |
| Aspex Management (HK) Ltd | 4,140,447 | – | $28.78K | – | 0.32% |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | – | $27.73M | – | 18.83% |
| Morgan Stanley | 2,908,301 | – | $20.21M | −295,643 | 0.00% |
| Wellington Management Group Llp | 2,798,990 | – | $19.45M | −234,796 | 0.00% |
| Eurizon Capital SGR S.p.A. | 2,735,897 | – | $19.01M | +1,555,843 | 0.05% |
| Bamco Inc /Ny/ | 2,720,081 | – | $18.90M | +594,438 | 0.03% |
| M&g PLC | 2,432,769 | – | $17.03M | +794,443 | 0.08% |
| Carlyle Group Inc. | 2,362,447 | – | $16.42M | – | 0.16% |
| Vanguard Fiduciary Trust Co | 2,225,498 | – | $15.47M | +83,483 | 0.00% |
| ARK Investment Management LLC | 2,212,454 | – | $15.38M | +286,303 | 0.10% |
| Goldman Sachs Group Inc | 1,863,340 | – | $12.95M | +1,375,341 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | 136M | 34 / 65 | 33 / 29 | 41M | 16M |
| Q1 2026 | 149 | 111M | 45 / 45 | 41 / 33 | 35M | 21M |
| Q4 2025 | 140 | 98M | 35 / 56 | 35 / 32 | 22M | 29M |
| Q3 2025 | 141 | 111M | 58 / 32 | 38 / 27 | 49M | 16M |
| Q2 2025 | 110 | 78M | 72 / 19 | 14 / 20 | 44M | 9M |
| Q1 2025 | 58 | 43M | 29 / 15 | 5 / 17 | 11M | 3M |
| Q4 2024 | 46 | 35M | 46 / 0 | 0 / 0 | 35M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PONY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baillie Gifford Emerging Markets Equities Fund | 5,129,035 | – | $35.65M | 0.40% | Jun 30, 2026 |
| Fidelity Emerging Markets Fund | 4,496,300 | – | $35.39M | 0.33% | Jul 31, 2026 |
| Vanguard Total International Stock Index Fund | 3,748,911 | – | $29.50M | 0.00% | Jul 31, 2026 |
| Vanguard Emerging Markets Stock Index Fund | 3,633,704 | – | $28.60M | 0.02% | Jul 31, 2026 |
| ARK Autonomous Technology & Robotics ETF | 2,880,586 | – | $22.67M | 1.22% | Jul 31, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 2,657,560 | – | $26.66M | 0.71% | May 31, 2026 |
| Baron Emerging Markets Fund | 2,409,512 | – | $16.75M | 0.42% | Jun 30, 2026 |
| Strategic Advisers Fidelity Emerging Markets Fund | 1,776,200 | – | $17.82M | 0.04% | May 31, 2026 |
| Global X Artificial Intelligence & Technology ETF | 1,539,847 | – | $15.44M | 0.14% | May 31, 2026 |
| Fidelity Pacific Basin Fund | 1,142,924 | – | $8.99M | 0.75% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 637,099 | – | $4.43M | 0.16% | Jun 30, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 600,439 | – | $4.73M | 0.00% | Jul 31, 2026 |
| Fidelity China Region Fund | 534,500 | – | $4.21M | 0.16% | Jul 31, 2026 |
| Strategic Advisers Emerging Markets Fund | 494,900 | – | $4.96M | 0.03% | May 31, 2026 |
| Fidelity Series Emerging Markets Opportunities Fund | 408,120 | – | $3.21M | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Tiancheng Lou | Chief Technology Officer, Director | 196,546 | Sep 29, 2026 |
| Jun Peng | Chief Executive Officer, Director | – | Apr 2, 2026 |
| Haojun Wang | Chief Financial Officer | 1,463,466 | Sep 29, 2026 |
| Luyi Mo | Vice President | 362,737 | Sep 29, 2026 |
| Ning Zhang | Vice President | 645,835 | Sep 29, 2026 |
| Tian Gao | VP, Chief of Staff, GC | 331,683 | Mar 31, 2026 |
| Jackson P. Tai | Director | 7,525 | Apr 16, 2026 |
| Asmau Ahmed | Director | 7,525 | Apr 16, 2026 |
| Mark Qiu | Director | 7,525 | Apr 16, 2026 |
| Fei (F.) Zhang | Director | 1,031,880 | Mar 18, 2026 |
| Takeo Hamada | Director | – | Mar 18, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Haojun Wang Chief Financial Officer | Sep 28, 2026 | Sale | −13,751 | $7.10 | $97.63K | 1,463,466 |
| Luyi Mo Vice President | Sep 28, 2026 | Sale | −12,425 | $7.10 | $88.22K | 362,737 |
| Ning Zhang Vice President | Sep 28, 2026 | Sale | −15,524 | $7.10 | $110.22K | 645,835 |
| Tiancheng Lou Chief Technology Officer, Director | Sep 25, 2026 | Returned to company | −25,729 | $6.89 | $177.27K | 85,718 |
| Tiancheng Lou Chief Technology Officer, Director | Sep 25, 2026 | Option exercise | +31,250 | – | – | 111,447 |
| Haojun Wang Chief Financial Officer | Sep 25, 2026 | Option exercise | +23,750 | – | – | 1,477,217 |
| Haojun Wang Chief Financial Officer | Sep 25, 2026 | Option exercise | +963 | – | – | 1,443,467 |
| Haojun Wang Chief Financial Officer | Sep 25, 2026 | Option exercise | +10,000 | – | – | 1,453,467 |
| Luyi Mo Vice President | Sep 25, 2026 | Option exercise | +9,063 | – | – | 360,162 |
| Luyi Mo Vice President | Sep 25, 2026 | Option exercise | +15,000 | – | – | 375,162 |
| Luyi Mo Vice President | Sep 25, 2026 | Option exercise | +943 | – | – | 351,099 |
| Ning Zhang Vice President | Sep 25, 2026 | Option exercise | +1,250 | – | – | 631,359 |
| Ning Zhang Vice President | Sep 25, 2026 | Option exercise | +10,000 | – | – | 641,359 |
| Ning Zhang Vice President | Sep 25, 2026 | Option exercise | +20,000 | – | – | 661,359 |
| Luyi Mo Vice President | Jun 26, 2026 | Sale | −14,460 | $6.86 | $99.20K | 350,156 |
| Ning Zhang Vice President | Jun 26, 2026 | Sale | −17,347 | $6.86 | $119.00K | 630,109 |
| Haojun Wang Chief Financial Officer | Jun 26, 2026 | Sale | −13,751 | $6.86 | $94.33K | 1,442,504 |
| Tiancheng Lou Chief Technology Officer, Director | Jun 25, 2026 | Option exercise | +31,250 | – | – | 111,447 |
| Tiancheng Lou Chief Technology Officer, Director | Jun 25, 2026 | Returned to company | −31,250 | $6.93 | $216.56K | 80,197 |
| Luyi Mo Vice President | Jun 25, 2026 | Option exercise | +944 | – | – | 340,554 |
| Luyi Mo Vice President | Jun 25, 2026 | Option exercise | +3,667 | – | – | 339,193 |
| Luyi Mo Vice President | Jun 25, 2026 | Option exercise | +417 | – | – | 339,610 |
| Luyi Mo Vice President | Jun 25, 2026 | Option exercise | +15,000 | – | – | 364,616 |
| Luyi Mo Vice President | Jun 25, 2026 | Option exercise | +9,062 | – | – | 349,616 |
| Ning Zhang Vice President | Jun 25, 2026 | Option exercise | +3,667 | – | – | 616,206 |
| Ning Zhang Vice President | Jun 25, 2026 | Option exercise | +1,250 | – | – | 617,456 |
| Ning Zhang Vice President | Jun 25, 2026 | Option exercise | +10,000 | – | – | 627,456 |
| Ning Zhang Vice President | Jun 25, 2026 | Option exercise | +20,000 | – | – | 647,456 |
| Haojun Wang Chief Financial Officer | Jun 25, 2026 | Option exercise | +23,750 | – | – | 1,456,255 |
| Haojun Wang Chief Financial Officer | Jun 25, 2026 | Option exercise | +962 | – | – | 1,422,505 |
| Haojun Wang Chief Financial Officer | Jun 25, 2026 | Option exercise | +10,000 | – | – | 1,432,505 |
| Luyi Mo Vice President | Mar 30, 2026 | Sale | −19,864 | $8.69 | $172.62K | 335,526 |
| Tian Gao VP, Chief of Staff, GC | Mar 30, 2026 | Sale | −31,561 | $8.69 | $274.27K | 331,683 |
| Ning Zhang Vice President | Mar 30, 2026 | Sale | −22,946 | $8.69 | $199.40K | 612,539 |
| Haojun Wang Chief Financial Officer | Mar 30, 2026 | Sale | −18,283 | $8.69 | $158.88K | 1,421,543 |
| Ning Zhang Vice President | Mar 25, 2026 | Option exercise | +1,250 | – | – | 605,485 |
| Ning Zhang Vice President | Mar 25, 2026 | Option exercise | +20,000 | – | – | 635,485 |
| Ning Zhang Vice President | Mar 25, 2026 | Option exercise | +10,000 | – | – | 615,485 |
| Ning Zhang Vice President | Mar 25, 2026 | Option exercise | +11,000 | – | – | 604,235 |
| Luyi Mo Vice President | Mar 25, 2026 | Option exercise | +15,000 | – | – | 355,390 |
| Luyi Mo Vice President | Mar 25, 2026 | Option exercise | +11,000 | – | – | 329,133 |
| Luyi Mo Vice President | Mar 25, 2026 | Option exercise | +1,250 | – | – | 330,383 |
| Luyi Mo Vice President | Mar 25, 2026 | Option exercise | +944 | – | – | 331,327 |
| Luyi Mo Vice President | Mar 25, 2026 | Option exercise | +9,063 | – | – | 340,390 |
| Tian Gao VP, Chief of Staff, GC | Mar 25, 2026 | Option exercise | +16,000 | – | – | 323,056 |
| Tian Gao VP, Chief of Staff, GC | Mar 25, 2026 | Option exercise | +7,500 | – | – | 331,369 |
| Tian Gao VP, Chief of Staff, GC | Mar 25, 2026 | Option exercise | +31,875 | – | – | 363,244 |
| Tian Gao VP, Chief of Staff, GC | Mar 25, 2026 | Option exercise | +813 | – | – | 323,869 |
| Haojun Wang Chief Financial Officer | Mar 25, 2026 | Option exercise | +963 | – | – | 1,406,076 |
| Haojun Wang Chief Financial Officer | Mar 25, 2026 | Option exercise | +10,000 | – | – | 1,416,076 |
| Haojun Wang Chief Financial Officer | Mar 25, 2026 | Option exercise | +23,750 | – | – | 1,439,826 |
| Tiancheng Lou Chief Technology Officer, Director | Mar 25, 2026 | Option exercise | +31,250 | – | – | 111,447 |
| Tiancheng Lou Chief Technology Officer, Director | Mar 25, 2026 | Returned to company | −31,250 | $11.39 | $355.94K | 80,197 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peng Jun Director & Officer | Sep 30, 2026 | 3,000,000 | $19.62M | Sep 30, 2026 | ESOP |
| Luyi Mo Officer | Sep 28, 2026 | 12,425 | $85.61K | Sep 28, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Haojun Wang Officer | Sep 28, 2026 | 13,751 | $94.74K | Sep 28, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Ning Zhang Officer | Sep 28, 2026 | 15,524 | $106.96K | Sep 28, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Ning Zhang Officer | Jun 26, 2026 | 17,347 | $120.21K | Jun 26, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Haojun Wang Officer | Jun 26, 2026 | 13,751 | $95.29K | Jun 26, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Luyi Mo Officer | Jun 26, 2026 | 14,460 | $100.21K | Jun 26, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Lou Tiancheng Director | Mar 30, 2026 | 2,500,000 | $22.85M | Mar 30, 2026 | ESOP |
| Tian Gao Officer | Mar 30, 2026 | 31,561 | $288.47K | Mar 30, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Ning Zhang Officer | Mar 30, 2026 | 22,946 | $209.73K | Mar 30, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Luyi Mo Officer | Mar 30, 2026 | 19,864 | $181.56K | Mar 30, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Haojun Wang Officer | Mar 30, 2026 | 18,283 | $187.11K | Mar 30, 2026 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Advisory Hong Kong Ltd Neumann Affiliate of director Fei ZHANG | Mar 26, 2026 | 500,000 | $5.54M | Mar 30, 2026 | Pre-IPO purchases of Series B preferred shares, which preferred shares automatically converted into Class A ordinary shares in connection with the Issuer IPO |
| Haojun Wang Officer | Dec 23, 2025 | 80,897 | $1.32M | Dec 26, 2025 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |
| Luyi Mo Officer | Dec 23, 2025 | 61,835 | $1.01M | Dec 26, 2025 | VESTING OF RESTRICTED SHARE UNITS GRANTED PURSUANT TO ISSUER 2016 SHARE PLAN |