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Pony AI Inc.

PONY Technology
$10.03 +$0.07 (0.70%)
Market Cap: $4.35 B
Gurus Holding
4
Popularity Rank
#2132
% of Shares Held
1.44%
Net Activity (Q1 2026)
-$26.16 M

Guru Ownership Trend

Guru Analysis for Pony AI Inc. (PONY)

Pony AI Inc. (PONY), a key player in the Technology sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $62.41 M.

Top institutional holders include Chase Coleman and Catherine Wood.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.16 M net outflow during the quarter.

Recent activity highlights Catherine Wood who increased their stake by 16.6%. Conversely, Steven Cohen reduced exposure by 96.8%.

Key Holders

Top 5 by Value

$27.38 M
$18.18 M
$12.2 M
$977,606

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$3.17 M
Total Buy Value
New Buys 0
Additions 2
-$29.32 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
2

FAQs for Pony AI Inc. (PONY)

Major holders include Chase Coleman ($27.38 M), Catherine Wood ($18.18 M), George Soros ($12.2 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.22 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.16 M, with 2 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited PONY. The total reported sell value was $29.32 M.

Yes, 0 managers opened new positions in PONY, and 2 increased their existing holdings. The total reported buy value was $3.17 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% 2,900,000 $27.38 M Q1 2026
0.14% Add 16.6% 1,926,151 $18.18 M Q1 2026
0.13% Add 4.9% 1,292,309 $12.2 M Q1 2026
0.00% Reduce -96.8% 103,560 $977,606 Q1 2026
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Transaction
Value
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Position / Chg
SEC Form