Welcome to our dedicated page for Pony AI SEC filings (Ticker: PONY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Pony AI Inc. reported unaudited 2025 results showing early-scale commercialization of autonomous driving with improving but still loss‑making finances. Total revenues reached USD90.0 million, up 20.0% from USD75.0 million in 2024, driven by Robotaxi services and licensing.
Robotaxi services revenues were USD16.6 million, a 128.6% increase, with Q4 Robotaxi revenues up 160% year over year and fare‑charging revenues in Q4 surging over 500%. Gross margin in 2025 edged up to 15.7% from 15.2%.
GAAP net loss narrowed sharply to USD76.8 million from USD275.0 million, helped by a USD128.0 million gain from changes in fair value of trading securities, while non‑GAAP net loss widened to USD174.0 million from USD132.3 million as operating investments increased. The company raised more than USD800 million via a dual primary Hong Kong listing, bringing cash, short‑term investments, restricted cash and long‑term wealth‑management instruments to USD1.51 billion as of December 31, 2025.
Pony.ai scaled its Robotaxi fleet to 1,446 vehicles as of March 25, 2026 and reached city‑wide unit economics breakeven in Guangzhou in November 2025 and Shenzhen in February 2026. It targets a fleet of over 3,000 Robotaxis in more than 20 cities globally by the end of 2026.
Pony AI Inc. executive Gao Tian, VP, Chief of Staff and General Counsel, filed an initial Form 3 reporting equity holdings in the company. The filing lists multiple blocks of restricted stock units that each convert into one Class A ordinary share upon vesting, alongside direct holdings of Class A ordinary shares.
Pony AI Inc. filed an initial ownership report for director Hamada Takeo on Form 3. This filing establishes his status as a reporting insider under SEC rules. The data show no reported stock transactions or derivative positions and no disclosed holdings in this excerpt.
Pony AI Inc. director Fei (F.) Zhang filed an initial Form 3 reporting indirect holdings of Class A Ordinary Shares. The filing shows 882,116 shares held through Neumann Capital and 149,764 shares held through Cassini Partners, L.P. Zhang has discretionary investment power but disclaims beneficial ownership beyond his economic interest.
Pony AI Inc. Chief Executive Officer Peng Jun has filed an initial ownership report detailing his holdings of Class B ordinary shares, each convertible into one Class A ordinary share. The filing shows 43,988,000 Class B shares held directly, plus additional indirect holdings.
Indirect positions include 13,990,000 Class B shares held through a Voting Trust for the benefit of Peng and his family members, and two family irrevocable trusts holding 1,011,000 Class B shares each. Peng serves as sole investment advisor to the family trusts and can direct voting and related rights, while disclaiming beneficial ownership beyond his pecuniary interest.
Pony AI Inc. Vice President Mo Luyi filed an initial ownership report showing direct holdings of 318,133 Class A ordinary shares. The filing also lists options to buy 13,334 Class A shares at an exercise price of $1.6500 per share and multiple restricted stock unit awards that vest over several years. Each restricted stock unit represents the right to receive one Class A ordinary share upon vesting.
Pony AI Inc. Vice President Ning Zhang filed an initial Form 3 reporting equity holdings in the company. The filing shows direct ownership of 593,235 Class A ordinary shares, plus equity awards that can deliver additional shares over time.
Zhang holds stock options covering 10,417 Class A ordinary shares at an exercise price of $0.82 per share, granted on July 18, 2019, with vesting beginning from April 15, 2019 and continuing in monthly installments. The filing also lists several restricted stock unit grants from May 28, 2021, May 15, 2023, December 10, 2023, and December 4, 2024, each with a mix of initial vesting on the first anniversary of an April or November/October reference date and then quarterly vesting thereafter.
Each restricted stock unit represents the right to receive one Class A ordinary share upon vesting and does not carry an expiration date. Overall, the Form 3 provides a detailed snapshot of Zhang’s direct share, option, and RSU positions in Pony AI at the time of becoming a reporting insider.
Pony AI Inc. director Ahmed Asmau has reported an initial holding of 7,525 Class A Ordinary Shares. These shares are listed as being held with direct ownership, and the filing does not record any recent buy or sell transaction, only current ownership.
Pony AI Inc. director and CTO Tiancheng Lou filed an initial ownership report detailing his equity interests in the company. He reports indirect holdings of Class B ordinary shares through IWAY LLC and the Amber Luna Lou Irrevocable Trust, and direct and indirect holdings of Class A ordinary shares.
Each Class B ordinary share is convertible into one Class A ordinary share at any time and will automatically convert into Class A upon sale or other disposition. Lou also holds restricted stock units covering 354,167 Class A ordinary shares, granted on December 4, 2024, which vest 25% on the first anniversary of October 31, 2024, with the remaining 75% vesting in equal quarterly installments thereafter.
Pony AI Inc. Chief Financial Officer Wang Haojun filed an initial ownership report showing his equity stake in the company. The filing lists direct holdings of 1,405,113 Class A ordinary shares, plus several blocks of restricted stock units that convert into Class A ordinary shares as they vest.
The derivative positions include RSUs tied to 5,134, 76,667 and 269,168 underlying Class A ordinary shares. Each RSU represents the right to receive one Class A ordinary share upon vesting under multi-year quarterly vesting schedules with no expiration date.