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Pony AI Inc. · Ownership
Is the smart money (institutions and insiders) accumulating or distributing? One lagging input, not a buy signal.
13F fund flowQuarter ended Jun 30, 2026: more funds added or entered than trimmed or exited, mild accumulation (35 new · 69 increased · 32 reduced · 30 closed · 22 unchanged or with no prior quarter on file). Flows at this scale move slowly; treat as context. These positions are 93 days old; the 45-day figure often quoted is the SEC filing deadline after quarter-end, not the age of the data. The counts above compare each filer’s position with its own previous 13F. The change in the number of filers and in the ownership share is not shown: the filings we read hold only each filer’s latest 13F, so there is no earlier quarter of the same filers to compare against. That is a limit of the source, not a statement about this company.
SHARES HELD BY 13F FILERS
36.9%
188 filers, Jun 30, 2026
# 13F FUNDS
188
13F VALUE
$973.1M
140.0M shares
Basis: shares reported by 188 13F filers for Jun 30, 2026, over shares outstanding implied from the current quote, measured 93 days apart. It measures the ownership we have filings for, not total institutional ownership, and it moves with the share count between filings.
Insider trades · latest filings (Form 4)routine sells are usually compensation mechanics; open-market buys are the rarer signal. Rows labelled with another security are the derivative leg of a vest or exercise, not share sales
| Date | Name | Role | Type | Shares | Price | SEC filing |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Wang Haojun | Chief Financial Officer | Disposed · Open-market sale | 13,751 | $7.10 | |
| Sep 28, 2026 | ZHANG NING | Vice President | Disposed · Open-market sale | 15,524 | $7.10 | |
| Sep 28, 2026 | Mo Luyi | Vice President | Disposed · Open-market sale | 12,425 | $7.10 | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Acquired · Option exercise | 963 | — | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Acquired · Option exercise | 10,000 | — | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Acquired · Option exercise | 23,750 | — | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Disposed · Option exercise | 963Restricted Stock Units | — | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Disposed · Option exercise | 10,000Restricted Stock Units | — | |
| Sep 25, 2026 | Wang Haojun | Chief Financial Officer | Disposed · Option exercise | 23,750Restricted Stock Units | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Acquired · Option exercise | 1,250 | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Acquired · Option exercise | 10,000 | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Acquired · Option exercise | 20,000 | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Disposed · Option exercise | 1,250Restricted Stock Units | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Disposed · Option exercise | 10,000Restricted Stock Units | — | |
| Sep 25, 2026 | ZHANG NING | Vice President | Disposed · Option exercise | 20,000Restricted Stock Units | — | |
| Sep 25, 2026 | Mo Luyi | Vice President | Acquired · Option exercise | 943 | — | |
| Sep 25, 2026 | Mo Luyi | Vice President | Acquired · Option exercise | 9,063 | — | |
| Sep 25, 2026 | Mo Luyi | Vice President | Acquired · Option exercise | 15,000 | — | |
| Sep 25, 2026 | Mo Luyi | Vice President | Disposed · Option exercise | 943Restricted Stock Units | — | |
| Sep 25, 2026 | Mo Luyi | Vice President | Disposed · Option exercise | 9,063Restricted Stock Units | — |
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Lag warningThese holdings were reported for Jun 30, 2026 and are 93 days old, so this is a rear-view mirror, not real-time positioning. Funds have 45 days after each quarter-end to file, which is why the newest complete quarter always runs 45 to 135 days behind.
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Price dashes explainedRows with a price of “—” are option exercises / RSU vests or filings reported without a usable per-share price, not $0 trades.
Not investment advice.