Who owns PONY
Which tracked institutional funds hold PONY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PONY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
28 tracked funds added or opened PONY while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PONY’s largest tracked holder by dollar value, ONTARIO TEACHERS PENSION PLAN BOARD, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PONY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 149 tracked filers holding PONY, 96 increased or opened the position and 66 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PONY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- NORGES BANK$37M
- Ghisallo Capital Management LLC$10M
- Waterloo Capital, L.P.$3M
- Fideuram Asset Management (Ireland) dac$2M
- CloudAlpha Capital Management Limited/Hong Kong$2M
- MILLENNIUM MANAGEMENT LLC$2M
Full exits 15
- Aspex Management (HK) Ltd$39M
- SG Americas Securities, LLC$5M
- Vontobel Holding Ltd.$5M
- Mitsubishi UFJ Trust & Banking Corp$4M
- Yunqi Capital Ltd$4M
- Evergreen Quality Fund GP, Ltd.$3M
Largest adds
- ONTARIO TEACHERS PENSION PLAN BOARD$89M
- BAILLIE GIFFORD & CO$26M
- UBS Group AG$13M
- GOLDMAN SACHS GROUP INC$8M
- Eurizon Capital SGR S.p.A.$8M
- BARCLAYS PLC$3M
Largest trims
- HSG Holding Ltd$48M
- FMR LLC$47M
- TIGER GLOBAL MANAGEMENT LLC$25M
- Lingotto Investment Management LLP$19M
- VANGUARD CAPITAL MANAGEMENT LLC$18M
- TMT General Partner Ltd$17M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ONTARIO TEACHERS PENSION PLAN BOARD added | 21,641,766 | $150M | 16.5% | 2026-Q2 |
| BAILLIE GIFFORD & CO added | 12,421,070 | $86M | 9.5% | 2026-Q2 |
| FMR LLC trimmed | 10,812,608 | $75M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 8,151,732 | $57M | 6.2% | 2026-Q2 |
| HSG Holding Ltd | 7,538,358 | $52M | 5.7% | 2026-Q2 |
| TMT General Partner Ltd | 6,942,135 | $48M | 5.3% | 2026-Q2 |
| NORGES BANK new | 5,307,487 | $37M | 4.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,428,729 | $31M | 3.4% | 2026-Q2 |
| UBS Group AG added | 4,387,040 | $30M | 3.3% | 2026-Q2 |
| IDG China Venture Capital Fund IV Associates L.P. | 3,989,250 | $28M | 3.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,908,301 | $20M | 2.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,798,990 | $19M | 2.1% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 2,735,897 | $19M | 2.1% | 2026-Q2 |
| BAMCO INC /NY/ added | 2,720,081 | $19M | 2.1% | 2026-Q2 |
| M&G PLC added | 2,432,769 | $17M | 1.9% | 2026-Q2 |
| Carlyle Group Inc. | 2,362,447 | $16M | 1.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,225,498 | $15M | 1.7% | 2026-Q2 |
| ARK Investment Management LLC added | 2,212,454 | $15M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,863,340 | $13M | 1.4% | 2026-Q2 |
| Lingotto Investment Management LLP trimmed | 1,817,066 | $13M | 1.4% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,596,694 | $11M | 1.2% | 2026-Q2 |
| Amova Asset Management Americas, Inc. trimmed | 1,596,694 | $11M | 1.2% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 1,500,000 | $10M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,058,925 | $7M | 0.8% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC | 950,000 | $7M | 0.7% | 2026-Q2 |
| STATE STREET CORP added | 914,150 | $6M | 0.7% | 2026-Q2 |
| FIL Ltd trimmed | 894,206 | $6M | 0.7% | 2026-Q2 |
| Marex Group Ltd added | 875,681 | $6M | 0.7% | 2026-Q2 |
| Flight Deck Capital, LP | 839,900 | $6M | 0.6% | 2026-Q2 |
| Yiheng Capital Management, L.P. | 653,215 | $5M | 0.5% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC added | 650,000 | $5M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 547,068 | $4M | 0.4% | 2026-Q2 |
| Legal & General Group Plc added | 482,370 | $3M | 0.4% | 2026-Q2 |
| Waterloo Capital, L.P. new | 449,283 | $3M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 446,577 | $3M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 428,856 | $3M | 0.3% | 2026-Q2 |
| DNCA FINANCE added | 426,800 | $3M | 0.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 399,437 | $3M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 387,002 | $3M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 378,810 | $3M | 0.3% | 2026-Q2 |
| CloudAlpha Capital Management Limited/Hong Kong new | 334,352 | $2M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 333,804 | $2M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 315,105 | $2M | 0.2% | 2026-Q2 |
| TIGER GLOBAL MANAGEMENT LLC trimmed | 310,287 | $2M | 0.2% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 304,649 | $2M | 0.3% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC trimmed | 302,795 | $2M | 0.2% | 2026-Q2 |
| Headlands Technologies LLC new | 235,066 | $2M | 0.2% | 2026-Q2 |
| Baader Bank Aktiengesellschaft added | 224,504 | $2M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 216,024 | $2M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 201,149 | $1M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 200,491 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 189,890 | $1M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 183,264 | $1M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 162,559 | $1M | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 159,848 | $1M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 156,286 | $1M | 0.1% | 2026-Q2 |
| PensionDanmark Pensionsforsikringsaktieselskab added | 145,000 | $1M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 136,756 | $950K | 0.1% | 2026-Q2 |
| Renaissance Capital LLC added | 131,574 | $914K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 130,000 | $904K | 0.1% | 2026-Q2 |
| Havemeyer Place LP added | 123,713 | $860K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 123,397 | $858K | 0.1% | 2026-Q2 |
| DNB Asset Management AS new | 104,806 | $727K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 95,975 | $667K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 90,713 | $630K | 0.1% | 2026-Q2 |
| True North Advisors, LLC new | 83,683 | $582K | 0.1% | 2026-Q2 |
| TRIGLAV INVESTMENTS, D.O.O. new | 80,000 | $556K | 0.1% | 2026-Q2 |
| Abu Dhabi Investment Council Co P.J.S.C added | 78,556 | $546K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC new | 62,836 | $437K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 61,978 | $431K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 54,990 | $382K | 0.0% | 2026-Q2 |
| PROFUND ADVISORS LLC added | 51,188 | $356K | 0.0% | 2026-Q2 |
| Walleye Trading LLC trimmed | 50,582 | $352K | 0.0% | 2026-Q2 |
| Electron Capital Partners, LLC trimmed | 49,853 | $346K | 0.0% | 2026-Q2 |
| Man Group plc trimmed | 48,469 | $337K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 45,086 | $313K | 0.0% | 2026-Q2 |
| Krane Funds Advisors LLC added | 43,827 | $305K | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 41,742 | $290K | 0.0% | 2026-Q2 |
| Green Alpha Advisors, LLC added | 41,484 | $288K | 0.0% | 2026-Q2 |
| Venturi Wealth Management, LLC added | 34,621 | $241K | 0.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 31,475 | $222K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 30,134 | $209K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 26,765 | $186K | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 25,541 | $178K | 0.0% | 2026-Q2 |
| State of Wyoming new | 22,308 | $155K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 22,278 | $155K | 0.0% | 2026-Q2 |
| Legend Capital Advisors LLC | 21,980 | $153K | 0.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 21,951 | $153K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 21,261 | $148K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP new | 19,338 | $134K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 18,958 | $132K | 0.0% | 2026-Q2 |
| JGP Global Gestao de Recursos Ltda. added | 18,490 | $129K | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 18,459 | $128K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 17,014 | $118K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,242 | $113K | 0.0% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 15,901 | $111K | 0.0% | 2026-Q2 |
| Bridgefront Capital, LLC added | 15,825 | $110K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 15,731 | $109K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 14,963 | $104K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 14,858 | $103K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.