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6-K ·Filed Sep 4, 2026

PONY

Pony AI Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed1mo ago SEC0001104659-26-105488
Notable filing: 6-K
Actionable Insight • Neutral

This is a routine administrative filing with no trading implications. Monitor future monthly returns for any share issuances or changes in outstanding equity awards that could signal dilution or capital activity.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
PONY ▼ -14.62% at T+20d
NEUTRAL call -14.62% · α vs SPY -16.34% · entry $7.18 → $6.13
Next anchor: T+60d in 5w
Latest observation: T+34 -19.86% FF3 residual α
Entry = T+0 close
Sep 4, 2026
via day close
T+1d
-5.85%
call -5.85% · α -5.38%
$6.76
settled 7w ago
T+5d
-7.10%
call -7.10% · α -5.98%
$6.67
settled 6w ago
T+20d
-14.62%
call -14.62% · α -16.34%
$6.13
settled 22d ago
T+60d
Pending
in 5w

Price Chart

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Executive Summary

Pony AI Inc. filed a routine monthly return with the Hong Kong Stock Exchange for August 2026, reporting no changes in issued shares (Class A: 353,324,845; Class B: 81,088,770) and confirming compliance with public float requirements. The filing is purely administrative with no material financial or operational news.

Key Facts

  • No shares were issued or repurchased during August 2026; Class A and Class B share counts unchanged.
  • Outstanding share options under the 2016 Share Plan: 1,137,054; under the 2026 Share Scheme: 15,000.
  • Outstanding restricted share units (RSUs) under the 2016 Share Plan: 4,777,146; under the 2026 Share Scheme: 9,792,109.
  • Public float requirement (minimum 10% of Class A shares) confirmed as complied with.
  • 47,925 options exercised but not settled during the month; 94,913 RSUs lapsed under the 2016 Plan; 76,142 RSUs lapsed under the 2026 Scheme.

Financial Impact

No financial impact — filing contains no revenue, earnings, or cash flow data.

Risk Factors

  • Potential future dilution from outstanding share options (~1.15M shares) and RSUs (~14.57M shares) if exercised or vested.
  • No immediate risk — the filing confirms no share count changes in August 2026.

Market Snapshot

Exchange
OTC
Sector
Services-Computer Integrated Systems Design
Analyst Consensus
92% bullish (25 analysts)

Investment Themes

Software & IT

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-105488
Document: tm2624542d1_6k.htm0001104659-26-105488
Document: 0001104659-26-105488-index-headers.html0001104659-26-105488
Document: 0001104659-26-105488-index.html0001104659-26-105488
Document: 0001104659-26-105488.txt0001104659-26-105488
22 reports for PONY
Performance horizon
67% Hit rate @ T+1 4 of 6 directional calls Went positive at some point 6 of 6 best @ T+60▲ +18.85%Mar 30, 2026
Filters
Rows
Reports for PONY — sortable, filterable
TypeNow
Oct 20, 2026
6d ago
6-K
NEUTRAL ★ 2/10
$5.04 $5.02▼ −0.40%▲ +0.78%$5.00 (−0.79%)
Oct 9, 2026
17d ago
6-K
NEUTRAL ★ 2/10
$5.74 $5.59▼ −2.61%▼ −2.60%$5.00 (−12.89%)
Oct 7, 2026
19d ago
6-K
NEUTRAL ★ 2/10
$5.76 $6.04▲ +4.86%▲ +4.26%$5.00 (−13.19%)
Sep 29, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$6.54 $6.24▲ +4.59%▲ +4.77%$5.00 (+23.55%)
Sep 29, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$6.54 $6.24▼ −4.59%▼ −4.77%$5.00 (−23.55%)
Sep 23, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$7.26 $7.09▼ −2.34%▼ −2.26%$5.00 (−31.13%)
Sep 4, 2026
7w ago
6-K
NEUTRAL ★ 2/10
$7.18 $6.76▼ −5.85%▼ −5.38%$5.00 (−30.36%)
Aug 25, 2026
8w ago
6-K
BULLISH ★ 6/10
$7.28 $7.52▲ +3.30%▲ +2.64%$5.00 (−31.32%)
Aug 18, 2026
10w ago
6-K
BULLISH ★ 7/10
$7.75 $7.83▲ +1.10%▲ +0.89%$5.00 (−35.44%)
Aug 18, 2026
10w ago
Press Release
MIXED ★ 6/10
$7.75 $7.83▲ +1.10%▲ +0.89%$5.00 (−35.44%)
Showing 10 of 22

US Market Status

Market Open — Closes in 3h 21m

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Report published Sep 4, 2026