13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Technology

PONY AI INC PONY

Pony AI Inc., through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China and internationally. The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions, such as AV software deployment and maintenance; vehicle integration and engineering; and road-testing services to original equipment manufacturers and transportation network companies.

Sources StockAnalysis company profile stockanalysis.com
EDP Services

Company profile

Business mix

  • The company provides robotaxi services that include autonomous vehicle (AV) engineering solutions.
  • It also offers robotruck services that provide transportation services to logistics platforms.
  • The company's customers include OEMs and TNCs; OEMs and logistics platforms; and sensor and hardware component suppliers.
  • Pony AI Inc. was incorporated in 2016 and is based in Guangzhou, the People’s Republic of China.

Current key questions

  • Can demand for the company's products and platforms keep growing within information technology services?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF -6.33% Buyback -123.21%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Tiger Global Management Chase Coleman 0.1% $27.4M 2026-03-31
Soros Fund Management George Soros 0.1% $12.2M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $28.1M Estimated from net added shares
Reduction amount $20.0M Estimated from net reduced shares
Net share change / base shares +11.5% +1,299,467 / 11,320,135
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 683.8% 13F value change +$33.7M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 370,000 Last 3 periods +2,530,000 (+683.8%) Total shares 2,900,000 Value $27.4M
Soros Fund Management George Soros 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.3% 13F value change +$18.7M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -40.8% 13F value change -$28.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.9% 13F value change -$5.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,128,603 Last 3 periods -836,294 (-39.3%) Total shares 1,292,309 Value $12.2M
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 38.7% 13F value change +$30.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 10.8% 13F value change -$15.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -17.8% 13F value change -$17.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,684,095 Last 3 periods +441,548 (+26.2%) Total shares 2,125,643 Value $20.1M
Baillie Gifford legacy James Anderson 2 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -9.5% 13F value change +$51.1M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -2.5% 13F value change -$53.9M
Settlement As of 13F 2025-12-31 · Filed 2026-01-23
Base shares 7,137,437 Last 3 periods -835,787 (-11.7%) Total shares 6,301,650 Value $91.4M

Recent mentions

No public mentions.