Equity · Technology
PONY
NASDAQPony AI (PONY)
The line runs 8.27 USD on 12 August through 4.83 USD on 9 November, on a scale from 4 to 10. Days the market did not trade hold the previous close, flat.
- Revenue, year to Dec 2025
- 90.0M USD
- EPS, diluted, year to Dec 2025
- −0.35 USD
- 52-week range
- 4.47 USD – 18.40 USD
- Avg volume
- 370.7K
- Mentions, 30 days
- 59
- Net sentiment
- +0.06
as of Nov 9, 2026
Have Pony AI (PONY) insiders bought or sold shares recently?
In the 90 days to 10 Nov 2026, Pony AI insiders reported 3 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 25 Mar 2026, show no open-market purchase.
Form 4, 90 days to 10 Nov 2026, newest reported trade 28 Sep 2026
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 28 Sep 2026 | Wang HaojunChief Financial Officer | Sell | 13,751 | 98K USD |
| 28 Sep 2026 | ZHANG NINGVice President | Sell | 15,524 | 110K USD |
| 28 Sep 2026 | Mo LuyiVice President | Sell | 12,425 | 88K USD |
| Sold | 3 open-market sales | 41,700 | $296K |
5 other filings in the window: grants, exercises, tax withholding and transfers, not trades
| Reported | Insider | Type | Shares | Value |
|---|---|---|---|---|
| 25 Sep 2026 | Wang HaojunChief Financial Officer | Option exercise | 34,713 | |
| 25 Sep 2026 | ZHANG NINGVice President | Option exercise | 31,250 | |
| 25 Sep 2026 | Mo LuyiVice President | Option exercise | 25,006 | |
| 25 Sep 2026 | Lou TianchengChief Technology Officer | Option exercise | 31,250 | |
| 25 Sep 2026 | Lou TianchengChief Technology Officer | Other | 25,729 | 177K USD |
Which funds hold Pony AI (PONY)?
8 of the 45 institutional funds we track reported a Pony AI position for the quarter ended 30 Jun 2026 — a combined 32.5M USD; the latest of those filings landed 02 Sep 2026.
| Fund | Position | Shares | Value | Shares q/q |
|---|---|---|---|---|
| ARK Investment Management | Held (±25%) | 2,212,454 | 15.4M USD | +14.9% |
| Citadel Advisors | Trimmed | 1,058,925 | 7.4M USD | −43.2% |
| Balyasny Asset Management | Added | 399,437 | 2.8M USD | +1,117.2% |
| Millennium Management | New position | 333,804 | 2.3M USD | |
| Tiger Global Management | Trimmed | 310,287 | 2.2M USD | −89.3% |
| Soros Fund Management | Trimmed | 302,795 | 2.1M USD | −76.6% |
| Man Group | Trimmed | 48,469 | 337K USD | −32.6% |
| D. E. Shaw & Co. | Trimmed | 13,934 | 97K USD | −80.8% |
| Marshall Wace | Exited | |||
| Point72 Asset Management | Exited |
What has been filed or recorded for Pony AI (PONY)?
The filings we hold for Pony AI, newest first: 10 fails-to-deliver days and 5 reported financial figures, the latest dated 14 Oct 2026.
| And | ||||
|---|---|---|---|---|
| 14 Oct 2026 | Fails to deliver | Shares failed to deliver | 80,969 shares | 453K USD notional · 0.019% of shares out |
| 13 Oct 2026 | Fails to deliver | Shares failed to deliver | 231,993 shares | 1.3M USD notional · 0.054% of shares out |
| 09 Oct 2026 | Fails to deliver | Shares failed to deliver | 295,001 shares | 1.7M USD notional · 0.068% of shares out |
| 08 Oct 2026 | Fails to deliver | Shares failed to deliver | 157,291 shares | 955K USD notional · 0.036% of shares out |
| 07 Oct 2026 | Fails to deliver | Shares failed to deliver | 109,273 shares | 670K USD notional · 0.025% of shares out |
| 06 Oct 2026 | Fails to deliver | Shares failed to deliver | 993,761 shares | 6.1M USD notional · 0.229% of shares out |
| 05 Oct 2026 | Fails to deliver | Shares failed to deliver | 661,423 shares | 4.0M USD notional · 0.153% of shares out |
| 02 Oct 2026 | Fails to deliver | Shares failed to deliver | 185,940 shares | 1.2M USD notional · 0.043% of shares out |
| 01 Oct 2026 | Fails to deliver | Shares failed to deliver | 427,376 shares | 2.8M USD notional · 0.099% of shares out |
| 29 Sep 2026 | Fails to deliver | Shares failed to deliver | 23,045 shares | 160K USD notional · 0.005% of shares out |
| 31 Dec 2025 | Financials | Revenue | 90.0M USD | fiscal year |
| 31 Dec 2025 | Financials | Net income | −134.0M USD | fiscal year |
| 31 Dec 2025 | Financials | Diluted EPS | −0.35 USD | fiscal year |
| 31 Dec 2025 | Financials | Total assets | 1.8B USD | at period end |
| 31 Dec 2025 | Financials | Total equity | 1.7B USD | at period end |
What is Reddit saying about Pony AI (PONY)?
Reddit mentioned PONY 59 times in the 30 days to 10 November 2026, across 7 of the communities we track. All of them were scored for sentiment: 49% read bullish, 5% bearish and 46% neither. Reddit data updated 10 November 2026.
30-day window, Method
How do Reddit mentions of Pony AI (PONY) compare with its price?
Share ↗
Which subreddits are talking about Pony AI (PONY)?
30 days
| Community | Share | Mentions | Net sentiment |
|---|---|---|---|
| r/wallstreetbets | 80% | 47 | +0.05 |
| r/stocks | 8% | 5 | +0.06 |
| r/ausfinance | 5% | 3 | +0.03 |
| r/commodities | 2% | 1 | +0.26 |
| r/etfs | 2% | 1 | +0.10 |
| r/investing | 2% | 1 | +0.13 |
| r/options | 2% | 1 | +0.02 |
Which names move with Pony AI (PONY) on Reddit?
Mars Crude moved most closely with Pony AI (PONY): when the crowd talked about one, it talked about the other (+0.79 over 31 days). Co-discussion, not price.
Mars Crude | NKLA | |||||
|---|---|---|---|---|---|---|
PONY | +0.79 | +0.78 | +0.74 | +0.73 | +0.72 | +0.72 |
View the matrix as a tableHide the table
| Pair | Match | Days measured |
|---|---|---|
| PONY and Mars Crude | +0.79 | 31 days |
| PONY and PR | +0.78 | 31 days |
| PONY and FEAT | +0.74 | 31 days |
| PONY and SHEL | +0.73 | 31 days |
| PONY and JETS | +0.72 | 31 days |
| PONY and NKLA | +0.72 | 31 days |
What do people ask about Pony AI (PONY)?
What did Pony AI shares close at?4.83
Pony AI closed at 4.83 USD on 9 Nov 2026, up 1.79% on the close before. That is the end-of-day price from Finazon, not a live quote.
What is Pony AI’s revenue?90.0M
Pony AI reported revenue of 90.0M USD for the year ended 31 Dec 2025, as filed with the SEC. See Filings
Have Pony AI insiders bought or sold shares recently?3 sales
In the 90 days to 10 Nov 2026, Pony AI insiders reported 3 open-market sales and no purchases (SEC Form 4); the filings we hold, back to 25 Mar 2026, show no open-market purchase. A further 5 filings were grants, awards, gifts or exercises rather than open-market trades. See Insiders
Which funds own Pony AI?8 of 45
8 of the 45 funds we track reported a Pony AI position for the quarter ended 30 Jun 2026, per their SEC Form 13F filings. The largest reported positions were ARK Investment Management, Citadel Advisors and Balyasny Asset Management. See Funds
What is Reddit saying about Pony AI?4 mentions
Pony AI was mentioned 4 times in the last 7 days across the finance subreddits we track, and 59 times over the trailing 30 days. Of the 59 mentions scored for sentiment, 49% read bullish and 5% bearish. That is a social signal, not investment advice. See Reddit
Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.
References
- Finazonprior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source
- TradingViewthe price chart widget, drawn by TradingView from their own data
- RedditReddit ingest across the tracked finance subreddits
- SEC EDGARForm 4 filings (insider transactions)
- SEC EDGAR13F filings
- SECSEC fails-to-deliver (CNS) data
- SEC EDGARXBRL company facts, latest period ended 31 Dec 2025