Fidelity Investments
PONY

Fidelity Investments’s Pony AI Inc PONY Stock Holding History

Fidelity Investments’s Portfolio PONY Stock Details PONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131M Sell
13,910,926
-3,704,691
-21% -$51M 0.01% 1054
2025
Q4 		$255M Buy
17,615,617
+1,147,454
+7% +$19.1M 0.01% 765
2025
Q3 		$370M Buy
16,468,163
+10,739,301
+187% +$163M 0.02% 613
2025
Q2 		$75.6M Buy
5,728,862
+2,861,092
+100% +$34.6M ﹤0.01% 1224
2025
Q1 		$25.3M Buy
+2,867,770
New +$40.9M ﹤0.01% 1600

Other funds holding PONY

HH
HSG Holding Na, Hong Kong $1.2B AUM 23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TGP
TMT General Partner Hong Kong $194M AUM 27.5% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
ICVCFIA
IDG China Venture Capital Fund IV Associates Hong Kong $147M AUM 20.48% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments's PONY Position: Q1 2026 in Review

Fidelity Investments reduced its Pony AI Inc (PONY) stake by 21% in Q1 2026, selling an estimated $51M and leaving 13,910,926 shares worth $131M. The position accounts for 0.01% of the portfolio, ranked #1054.

Fidelity Investments first reported a position in PONY in Q1 2025 and has held it in 5 quarters since. The position peaked at $370M in Q3 2025. 149 funds tracked by Wall St. Rank hold PONY as of Q1 2026.

  • Fidelity Investments held 13,910,926 shares of Pony AI Inc worth $131M as of Q1 2026.
  • Fidelity Investments sold 3,704,691 Pony AI Inc shares in Q1 2026, an estimated $51M.
  • Pony AI Inc made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #1054 holding.
  • Fidelity Investments first reported a position in Pony AI Inc in Q1 2025 and has held it in 5 quarters since.
  • Fidelity Investments's Pony AI Inc position peaked at $370M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held Pony AI Inc as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.