PONY AI INC

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PONY·732908108·US·ADR·Technology - Information Technology Services-13D/G

PONY (PONY AI INC) is held by 88 institutional investors as of Q2 2026. Largest holders: BAILLIE GIFFORD & CO ($86.3M), FMR LLC ($75.1M), VANGUARD CAPITAL MANAGEMENT LLC ($56.7M). Net institutional sentiment: Mixed.

88

Holders

(6 Elite)

$568.1M

Total Value

57% (96)

Consensus

55 buying - 41 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)52

Activist (13D/13G)70

Congressional (STOCK Act)51

Holder Quality

15

★★★★★

Elite

63

★★★★

Strong

23

★★★

Solid

61

★★

Below

48

★

Weak

Held by 88 funds

6 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders Mar 31, 2026 · Activists Jan 30, 2026 · Congress none

InsiderMLMo LuyiSell $173KMar 30, 2026

InsiderWHWang HaojunSell $159KMar 30, 2026

InsiderZNZHANG NINGSell $199KMar 30, 2026

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Top Holders

Top Holders (88)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BAILLIE GIFFORD & CO	Increased	12.4M(+95.3%)	$86.3M	0.1%	-29.88%	48
FMR LLC	Decreased	10.8M(-22.3%)	$75.1M	0.0%	-60.61%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	8.2M(+3.6%)	$56.7M	0.0%	-42.69%	30
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	4.4M(+3.6%)	$30.8M	0.0%	-66.28%	30
UBS Group AG	Increased	4.4M(+131.9%)	$30.5M	0.0%	-28.12%	46
MORGAN STANLEY	Decreased	2.9M(-9.2%)	$20.2M	0.0%	-63.79%	0
WELLINGTON MANAGEMENT GROUP LLP	Decreased	2.8M(-7.7%)	$19.5M	0.0%	-46.32%	0
Eurizon Capital SGR S.p.A.	Increased	2.7M(+131.8%)	$19M	0.1%	-23.54%	46
BAMCO INC /NY/	Increased	2.7M(+28.0%)	$18.9M	0.0%	-48.19%	35
M&G Plc	Increased	2.4M(+48.5%)	$17M	0.1%	-35.46%	39
Carlyle Group Inc.	Unchanged	2.4M	$16.4M	0.2%	-52.26%	0
VFVANGUARD FIDUCIARY TRUST CO	Increased	2.2M(+3.9%)	$15.5M	0.0%	-42.62%	29
ARK Investment Management LLC	Increased	2.2M(+14.9%)	$15.4M	0.1%	-59.73%	32
GOLDMAN SACHS GROUP INC	Increased	1.9M(+281.8%)	$13M	0.0%	-15.38%	45
Sumitomo Mitsui Trust Group, Inc.	Decreased	1.6M(-12.3%)	$11.1M	0.0%	-53.06%	0
Amova Asset Management Americas, Inc.	Decreased	1.6M(-12.3%)	$11.1M	0.1%	-53.06%	0
CITADEL ADVISORS LLC	Decreased	1.1M(-43.2%)	$7.4M	0.0%	-59.67%	0
STATE STREET CORP	Increased	914,150(+81.3%)	$6.4M	0.0%	-39.38%	42
FIL Ltd	Decreased	894,206(-46.5%)	$6.2M	0.0%	-49.68%	0
Marex Group Ltd	Increased	875,681(+1.7%)	$6.1M	0.0%	-47.74%	28

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer