13FPulse
PO

PONY PONY AI INC

2026Q2 · CUSIP 732908108 · EV & Autonomous · Sector: Technology

Normal

Fund flows are within the usual range

Funds that own it
155
Institutions that reported holding it to the SEC
Net increase in holders
+7
Last quarter 148 → now 155
How unusual is that
Above average
Stronger buying than 62% of US stocks
What the filings say, in one paragraph

155 funds held PONY at the end of 2026Q2, up 7 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $90M(YoY +20.0%). PONY has had 2 buying rushes in its history, and the price moved -2.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged EV & Autonomous.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2025Q1: holders=60 2025Q2: holders=110 2025Q3: holders=142 2025Q4: holders=140 2026Q1: holders=148 2026Q2: holders=155 -50 -25 +0 +25 +50 54109163 25Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% +35.1% +13.4%
2025Q2 Top 5% +50.1% -19.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
86
Change in large funds
+10
Total value they hold
$949M
Funds buying for the first time
36
Funds that sold out entirely
29
Price change that quarter
-7.9%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
11

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-0.35
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+20.0%
Net margin
ROE
Debt ratio
5.7%
FCF (TTM)
-$209M
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.