Geopolitics Alpha

Pony AI (PONY): filings, insider buys & geopolitical news

PONY geopolitical news and exposure. PONY appears in 0 Geopolitics Alpha notes. No notes are stored for this page yet.

Government contracts

No federal prime contract obligations are matched to Pony AI in USAspending.gov for the last five years, and no Department of Defense contract announcements name it in the past year. See the largest government contractors.

PONY share price, last 12 months

Close $6.89 on Sep 25, 2026, -62.7% since Oct 24, 2025 (range $6.89 to $21.87, daily closes).

Company facts

Ticker
PONY (NasdaqGS)
Sector
Technology
Industry (SEC SIC code)
Services-Computer Integrated Systems Design (7373)

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Pony AI (PONY)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

3 of the tracked billionaire portfolios reported PONY in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Cathie Wood ARK Investment Management0.10%$15.4MAdded 15%Q2 2026
George Soros Soros Fund Management0.03%$2.1MReduced 77%Q2 2026
Chase Coleman Tiger Global Management0.01%$2.2MReduced 89%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Services-Computer Integrated Systems Design

CompanyTickerFederal contracts, 12 months
SamsaraIOT–
Leidos HoldingsLDOS$9.74B
GoDaddyGDDY–
CACI InternationalCACI$4.22B
IonQIONQ–
Jack Henry & AssociatesJKHY–
Aurora InnovationAUR–
Open TextOTEX–
Science Applications InternationalSAIC$4.15B
Waystar HoldingWAY–

Biggest government contractors in Technology: Leidos Holdings ($9.74B), CACI International ($4.22B), Science Applications International ($4.15B), GE Aerospace ($2.41B), Oracle ($2.15B), Palantir Technologies ($1.98B), International Business Machines ($1.13B), Parsons ($1.07B).

Congressional trades in PONY

Trades in PONY that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for PONY

Everything on PONY, newest first

No original notes are listed on this page yet.

Frequently asked questions

Does Pony AI have government contracts?

No federal prime contract obligations are matched to Pony AI (PONY) in USAspending.gov for the last five years. Subcontracts are not included.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects PONY?

This page lists every Geopolitics Alpha note that names PONY as exposed to an event, with the reason it is exposed.

Has Congress traded PONY?

The table above lists trades in PONY that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.