Baillie Gifford Reduces Stake in Autonomous Driving Firm Pony AI

The investment management firm sold over 150,000 shares of the self-driving tech company in Q4 2025.

Apr. 14, 2026 at 7:35am

Got story updates? Submit your updates here. ›

A photorealistic studio still life of a sleek, silver autonomous vehicle sensor module floating on a clean, white background, using dramatic lighting and shadows to convey the advanced technology powering self-driving cars.A high-tech sensor module symbolizes the sophisticated technology driving the autonomous vehicle industry, even as investor sentiment shifts.Fremont Today

Baillie Gifford & Co., a major institutional investor, reduced its stake in Pony AI Inc. - Sponsored ADR (NASDAQ:PONY) by 2.5% during the fourth quarter of 2025, according to a recent SEC filing. The firm now owns approximately 6.3 million shares, or around 1.64% of the autonomous driving company.

Why it matters

Pony AI is one of the leading developers of self-driving technologies, with operations in the U.S. and China. Tracking changes in institutional ownership can provide insights into investor sentiment around the company and the broader autonomous vehicle industry.

The details

According to the filing, Baillie Gifford sold 158,713 shares of Pony AI stock during Q4 2025, reducing its total position to 6,301,650 shares. The firm remains one of Pony AI's largest shareholders, but the sale suggests a potential shift in its investment strategy or outlook on the company.

  • Baillie Gifford reduced its Pony AI stake in the fourth quarter of 2025.

The players

Baillie Gifford & Co.

A major global investment management firm that owns stakes in numerous technology and automotive companies.

Pony AI Inc.

An autonomous driving technology company with operations in the U.S. and China, developing self-driving systems for passenger and commercial vehicles.

Got photos? Submit your photos here. ›

The takeaway

Pony AI's autonomous driving technology has attracted significant investor interest, but the reduction in Baillie Gifford's stake suggests some caution around the company's near-term prospects or the broader self-driving vehicle market.