M&G Plc PONY — PONY AI INC

Ownership history in M&G Plc  ·  3 quarters on record

AI Ownership Summary

M&G Plc reported PONY AI INC (PONY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows PONY at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PONY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in PONY AI INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PONY was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PONY stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held PONY — position size vs. price
% of Fund (quarterly)    PONY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,432,769 +794,443 +48.5% 0.08% $17.0M 2026-08-06 $7.78
2026 Q1 ADDED — — — 1,638,326 +1,194,169 +268.9% 0.08% $14.7M 2026-05-13 $9.02
2025 Q4 INITIATED — — — 444,157 — — 0.03% $6.7M 2026-02-12 $14.30

🏢 Other funds also holding PONY

As of 2026 Q2 — sorted by position size

TMT General Partner Ltd 24.89% IDG China Venture Capital Fund IV Associates L.P. 3Y 18.83% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 0.95% Renaissance Capital LLC 3Y 0.5% JGP Global Gestao de Recursos Ltda. 3Y 7Y 0.28% Lingotto Investment Management LLP 3Y 7Y 0.27% Waterloo Capital, L.P. 3Y 0.18% Carlyle Group Inc. 3Y 7Y 0.16% Baader Bank Aktiengesellschaft 3Y 0.12% BAILLIE GIFFORD & CO 3Y 7Y 0.08%

FAQ About M&G Plc and PONY

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning PONY?

M&G Plc reported PONY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported PONY position in M&G Plc's portfolio?

The largest reported portfolio weight for PONY was 0.08% in 2026 Q2.

What is the latest reported PONY position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 2,432,769 shares, equal to 0.08% of portfolio, with an estimated market value of $17.0M.

What does the chart on this PONY ownership page compare?

The chart compares M&G Plc's quarterly PONY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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