SCHEDULE: FMR LLC Reports 5% Stake in Pony.ai Class A Stock

Sentiment:

Beneficial Ownership Report 5 February 2026 1:36 PM

FMR LLC and Abigail P. Johnson have reported a 5.0% beneficial ownership stake in Pony.ai Inc.'s Class A Common Stock as of December 31, 2025.

Summary

FMR LLC and Abigail P. Johnson filed an Amendment No. 1 to Schedule 13G for Pony.ai Inc.
They collectively beneficially own 17,615,616.57 shares of Pony.ai Inc.'s Class A Common Stock.
This ownership represents 5.0% of the total outstanding Class A Common Stock.
FMR LLC holds sole voting power over 17,575,545.00 shares.
Both FMR LLC and Abigail P. Johnson hold sole dispositive power over 17,615,616.57 shares.
The reporting persons certified that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Pony.ai Inc.
Abigail P. Johnson is identified as a Director, Chairman, and Chief Executive Officer of FMR LLC, and a member of the Johnson family, who are predominant owners of FMR LLC's Series B voting common shares.
Several FMR LLC subsidiaries, including investment advisers and banks, are listed as entities beneficially owning shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive signal, as a large, reputable institutional investor like FMR LLC maintaining a 5% stake suggests continued confidence in Pony.ai Inc. without any intent to influence control.

Positives

A major institutional investor, FMR LLC, maintains a significant 5.0% stake in Pony.ai Inc., indicating continued institutional confidence.
The filing explicitly states the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control, suggesting a passive investment intent.

Negatives

No specific negative information regarding Pony.ai Inc.'s operations or financial performance is disclosed in this beneficial ownership report.

Risks

This Schedule 13G filing, being a disclosure of beneficial ownership, does not detail specific operational, financial, or strategic risks pertaining to Pony.ai Inc. beyond the inherent market risks associated with holding equity securities.

Future Outlook

This filing is a disclosure of current beneficial ownership and does not contain forward-looking statements or guidance from Pony.ai Inc. or the reporting persons regarding the issuer's future performance.

Management Comments

The filing includes certifications that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Pony.ai Inc.

Industry Context

StockSavvy.ai notes that a Schedule 13G filing primarily indicates a passive investment by a significant institutional holder. For Pony.ai Inc., a company operating in the highly competitive autonomous driving sector, the continued substantial stake by FMR LLC suggests ongoing institutional confidence in its long-term prospects, despite the inherent capital intensity and regulatory hurdles of the industry. This type of filing does not provide operational or strategic updates, but rather reflects a snapshot of institutional positioning.

Comparison to Industry Standards

This filing is a standard beneficial ownership disclosure and does not contain performance metrics for comparison to industry standards or specific comparable companies/projects. The 5.0% stake is a significant holding for an institutional investor in any publicly traded company.

Management Changes

Role	Previous Person	New Person	Effective Date	Reason

Corporate Governance

Change Type	Description	Effective Date	Impact Assessment

Legal Proceedings

No legal proceedings or regulatory matters concerning Pony.ai Inc. are disclosed in this filing.

Related Party Transactions

No related party transactions for Pony.ai Inc. are disclosed in this filing.

Stakeholder Impact

Shareholders: The disclosure of a significant institutional stake by FMR LLC may instill confidence among existing shareholders and potentially attract new investors, signaling institutional validation.
Management: The passive nature of the investment (not for control) suggests FMR LLC is comfortable with current management and strategy.

Next Steps

The filing does not mention any specific future actions, events, or milestones for Pony.ai Inc. or the reporting persons beyond the standard regulatory reporting requirements.

Key Dates

Date	Description
2023-01-03	Effective date of Power of Attorney for FMR LLC.
2023-01-10	Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26	Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31	Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-12-31	Date of event which requires filing of this statement (beneficial ownership as of this date).
2026-02-04	Date of signing and filing of this Schedule 13G Amendment No. 1.

Recommendation

hold

The filing indicates a significant, passive institutional stake by FMR LLC in Pony.ai Inc. This suggests a long-term investment perspective and confidence in the company's fundamentals without any immediate catalysts for a 'buy' or 'sell' recommendation based solely on this ownership disclosure. Investors should hold their positions and monitor future operational and financial reports for more actionable insights.

Keywords

Pony.ai Inc, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, Class A Common Stock, institutional investor, equity stake, passive investment

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