# Pony AI (PONY)

> Pony AI develops autonomous-driving technology and runs robotaxi and robotruck services, mainly in China.

Source page: https://airoboticsdirectory.com/companies/pony-ai/
Updated: 2026-11-02
Publisher: AI & Robotics Directory (https://airoboticsdirectory.com/). Data licence: CC BY 4.0.

## Overview

- Category: [Service robots & autonomy](https://airoboticsdirectory.com/category/service-autonomy/)
- Listing status: public (listed as Pony AI Inc.)
- Ticker: PONY
- Themes: [Autonomy: robotaxis, robotrucks & delivery](https://airoboticsdirectory.com/themes/#autonomy)
- Website: https://www.pony.ai
- SEC EDGAR: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001969302
- Slug: `pony-ai` (stable ID used in URLs and the API)

## Key public facts

Each figure links to its public source, with an as-of date. A fact is left out when no public source could verify it.

| Fact | Value | Source | As of |
| --- | --- | --- | --- |
| Listing | PONY (NasdaqGS) | [Yahoo Finance](https://finance.yahoo.com/quote/PONY/) | 2026-11-02 |
| Last close | 4.64 USD | [Yahoo Finance](https://finance.yahoo.com/quote/PONY/) | 2026-10-30 |
| 1-week price change | -9.73% | [Yahoo Finance](https://finance.yahoo.com/quote/PONY/) | 2026-10-30 |
| Market capitalisation | 2.02 billion USD | [Yahoo Finance](https://finance.yahoo.com/quote/PONY/) | 2026-11-02 |
| Full-time employees | 1,669 | [Yahoo Finance profile](https://finance.yahoo.com/quote/PONY/profile/) | 2026-11-02 |
| Headquarters | Guangzhou, China | [Yahoo Finance profile](https://finance.yahoo.com/quote/PONY/profile/) | 2026-11-02 |
| SEC registrant | Pony AI Inc. (CIK 1969302) | [SEC EDGAR](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001969302) | 2026-11-02 |
| SEC industry (SIC) | Services-Computer Integrated Systems Design | [SEC EDGAR](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001969302) | 2026-11-02 |
| Annual revenue (fiscal year ended 2025-12-31) | 90.0 million USD | [SEC EDGAR XBRL (20-F, filed 2026-04-22)](https://www.sec.gov/Archives/edgar/data/1969302/000110465926046406/0001104659-26-046406-index.htm) | 2026-04-22 |

## AI & Robots Mention Index

Counts of terms in Pony AI's public SEC filings, per 10,000 words. Counts of terms, not a signal or a recommendation. Methodology: https://airoboticsdirectory.com/mentions/#methodology

Latest counted filing: [20-F filed 2026-04-22](https://www.sec.gov/Archives/edgar/data/1969302/000110465926046406/pony-20251231x20f.htm), compared with [20-F filed 2025-04-25](https://www.sec.gov/Archives/edgar/data/1969302/000141057825000895/pony-20241231x20f.htm).

| Group | Rate per 10,000 words | Change vs prior comparable |
| --- | --- | --- |
| AI | 3.46 | +0.58 |
| Robots | 29.53 | +2.08 |
| Physical AI | 0.14 | +0.14 |

### Source filings (2)

| Filed | Form | Words | AI (count / rate) | Robots (count / rate) | Physical AI (count / rate) |
| --- | --- | --- | --- | --- | --- |
| 2026-04-22 | [20-F](https://www.sec.gov/Archives/edgar/data/1969302/000110465926046406/pony-20251231x20f.htm) | 138,829 | 48 / 3.46 | 410 / 29.53 | 2 / 0.14 |
| 2025-04-25 | [20-F](https://www.sec.gov/Archives/edgar/data/1969302/000141057825000895/pony-20241231x20f.htm) | 138,818 | 40 / 2.88 | 381 / 27.45 | 0 / 0.00 |

## See it in person

Public places where Pony AI's technology can be seen or used. Check the official site before visiting.

- [Pony.ai robotaxi: Beijing](https://airoboticsdirectory.com/places/pony-ai-robotaxi-beijing/): Robotaxi, Beijing, China
- [Pony.ai robotaxi: Guangzhou](https://airoboticsdirectory.com/places/pony-ai-robotaxi-guangzhou/): Robotaxi, Guangzhou, Guangdong, China
- [Pony.ai robotaxi: Shenzhen](https://airoboticsdirectory.com/places/pony-ai-robotaxi-shenzhen/): Robotaxi, Shenzhen, Guangdong, China

## ETF membership

Tracked ETFs whose holdings include Pony AI. This shows that an ETF holds the company; it is not a recommendation of the ETF or the company.

| ETF | Name | Weight | Holdings coverage | As of | Source |
| --- | --- | --- | --- | --- | --- |
| [BOTZ](https://airoboticsdirectory.com/etfs/#BOTZ) | Global X Robotics & Artificial Intelligence ETF | 0.45% | Full holdings file | 2026-10-30 | [source](https://assets.globalxetfs.com/funds/holdings/botz_full-holdings_20261030.csv) |
| [AIQ](https://airoboticsdirectory.com/etfs/#AIQ) | Global X Artificial Intelligence & Technology ETF | 0.18% | Full holdings file | 2026-10-30 | [source](https://assets.globalxetfs.com/funds/holdings/aiq_full-holdings_20261030.csv) |
| [ARKQ](https://airoboticsdirectory.com/etfs/#ARKQ) | ARK Autonomous Technology & Robotics ETF | 0.83% | Full holdings file | 2026-11-02 | [source](https://assets.ark-funds.com/fund-documents/funds-etf-csv/ARK_AUTONOMOUS_TECH._%26_ROBOTICS_ETF_ARKQ_HOLDINGS.csv) |

## Recent SEC filings

From SEC EDGAR.

- 2026-10-20 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926117402/tm2627809d1_6k.htm
- 2026-10-09 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926115030/tm2627277d1_6k.htm
- 2026-10-07 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926114347/tm2627105d1_6k.htm
- 2026-10-02 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926112948/tm2626664d1_6k.htm
- 2026-09-23 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926109772/tm2625374d1_6k.htm
- 2026-09-04 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926105488/tm2624542d1_6k.htm
- 2026-08-25 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926100791/tm2623870d1_6k.htm
- 2026-08-18 6-K: https://www.sec.gov/Archives/edgar/data/1969302/000110465926098113/tm2623382d1_6k.htm

## Also in Service robots & autonomy

[Aurora Innovation](https://airoboticsdirectory.com/companies/aurora-innovation/), [Intuitive Surgical](https://airoboticsdirectory.com/companies/intuitive-surgical/), [Mobileye](https://airoboticsdirectory.com/companies/mobileye/), [Serve Robotics](https://airoboticsdirectory.com/companies/serve-robotics/), [WeRide](https://airoboticsdirectory.com/companies/weride/)

## How to cite

"Pony AI", AI & Robotics Directory, https://airoboticsdirectory.com/companies/pony-ai/ (updated 2026-11-02). Data: SEC EDGAR, Yahoo Finance, ETF issuer holdings files, company website. Not investment advice.

## Disclaimer

Informational only. Not investment, legal or tax advice, and not a recommendation to buy, sell or hold any security. Data comes from public sources, may be delayed or wrong, and every figure links to its source. Full disclaimer: https://airoboticsdirectory.com/about/#disclaimer
