JOBY AVIATION INC JOBY
COMMON STOCK · Common Stock · CUSIP G65163100 · ISIN KYG651631007
- SectorIndustrials
- IndustryAircraft
- HeadquartersSanta Cruz, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($25.6m this quarter). Holder counts are more reliable. Shares outstanding: 989.1m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.92. Options: 30 managers hold calls ($163.3m notional), 20 hold puts ($88.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 166 |
| Q4 2022 | 188 |
| Q1 2023 | 177 |
| Q2 2023 | 190 |
| Q3 2023 | 216 |
| Q4 2023 | 246 |
| Q1 2024 | 234 |
| Q2 2024 | 256 |
| Q3 2024 | 255 |
| Q4 2024 | 331 |
| Q1 2025 | 356 |
| Q2 2025 | 393 |
| Q3 2025 | 461 |
| Q4 2025 | 500 |
| Q1 2026 | 524 |
| Q2 2026 | 527 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 112 | 81 |
| Q4 2024 | 196 | 68 |
| Q1 2025 | 183 | 104 |
| Q2 2025 | 218 | 124 |
| Q3 2025 | 291 | 143 |
| Q4 2025 | 268 | 188 |
| Q1 2026 | 311 | 162 |
| Q2 2026 | 303 | 186 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $303.6m | $176.8m | 0.58 |
| Q4 2025 | $206.4m | $161.5m | 0.78 |
| Q1 2026 | $119.6m | $76.0m | 0.63 |
| Q2 2026 | $163.3m | $88.8m | 0.54 |
Biggest buyers
| MARSHALL WACE, LLP | Added | +7.9m |
| MORGAN STANLEY | Added | +7.9m |
| BANK OF AMERICA CORP /DE/ | Added | +7.7m |
| BlackRock, Inc. | Added | +7.0m |
| Daiwa Securities Group Inc. | New | +4.0m |
| UBS Group AG | Added | +3.6m |
| CITIGROUP INC | Added | +3.2m |
| STATE STREET CORP | Added | +2.6m |
| JPMORGAN CHASE & CO | Added | +2.2m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.1m |
Biggest sellers
| Ghisallo Capital Management LLC | Sold out | -3.1m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -2.9m |
| D. E. Shaw & Co., Inc. | Sold out | -1.7m |
| Lingotto Investment Management LLP | Reduced | -1.3m |
| BAILLIE GIFFORD & CO | Reduced | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -1.2m |
| TUDOR INVESTMENT CORP ET AL | Sold out | -1.0m |
| SEVEN GRAND MANAGERS, LLC | Reduced | -1.0m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -829.0k |
| HRT FINANCIAL LP | Sold out | -693.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $61.3m6.9m shares |
| JANE STREET GROUP, LLC | Added | $23.4m2.6m shares |
| CITADEL ADVISORS LLC | Reduced | $19.4m2.2m shares |
| IMC-Chicago, LLC | Added | $13.7m1.5m shares |
| GROUP ONE TRADING LLC | Added | $9.7m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $7.9m891.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $7.6m853.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.7m753.7k shares |
| HRT FINANCIAL LP | Added | $4.0m449.9k shares |
| Walleye Trading LLC | Added | $3.1m343.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $20.8m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $20.1m2.2m shares |
| CITADEL ADVISORS LLC | Added | $17.7m2.0m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $6.7m748.6k shares |
| IMC-Chicago, LLC | Added | $6.7m747.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $3.1m351.2k shares |
| Walleye Trading LLC | Added | $2.8m316.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $2.7m301.7k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m257.0k shares |
| GROUP ONE TRADING LLC | Reduced | $2.3m255.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
TOYOTA MOTOR CORP/
13D · may seek influence
-2.2 pts · filed 2026-06-30
Stated purposeItem 4 is hereby amended and supplemented as follows: On June 29, 2026, and in furtherance of the goals outlined in the Collaboration Agreement, TMC, Joby Aero, Inc., a Delaware corporation and wholly owned subsidiary of Joby ("Joby Aero"), and Joby Toyota Aero Manufacturing Preparation Company, a Delaware corporation ("JTAMPC"), entered into a stockholders agreement (the "Stockholders Agreement"), pursuant to which Joby Aero and TMC incorporated JTAMPC as a joint venture for the purpose of manufacturing Joby's S4 Series eVTOL aircraft. Substantially simultaneously, TMC agreed to purchase an aggregate of $1.02 million in shares of common stock of JTAMPC, representing 51% ownership in JTAMPC, pursuant to a common stock purchase agreement with JTAMPC and Joby Aero. Pursuant to the Stockhold… Full filing |
13.1% |
Sciarra Paul Cahill
13D · may seek influence
filed 2026-05-18
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: 10b5-1 Trading Plan On May 14, 2026, the Reporting Person entered into a trading plan (the "2026 Trading Plan") pursuant to Rule 10b5-1 under the Securities Exchange Act of 1934, as amended, pursuant to which, a broker dealer has agreed to make periodic sales of up to an aggregate of 1,875,000 shares of Common Stock on behalf of the Reporting Person. This description of the 2026 Trading Plan does not purport to be complete and is qualified in its entirety by the text of the 2026 Trading Plan, the form of which is attached as an exhibit to this Schedule 13D and incorporated herein by reference. Full filing |
5.7% |
| BAILLIE GIFFORD & CO 13G · institution -1.4 pts · filed 2026-02-09 | 5.4% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-28 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 8 | $6.9m | $6.3m |
| Q1 2025 | 0 | — | 8 | $11.6m | $10.6m |
| Q2 2025 | 1 | $250.0m | 8 | $11.4m | $10.4m |
| Q3 2025 | 0 | — | 7 | $31.1m | $27.4m |
| Q4 2025 | 1 | $14.6k | 6 | $10.1m | $8.7m |
| Q1 2026 | 0 | — | 7 | $15.8m | $14.3m |
| Q2 2026 | 0 | — | 8 | $19.2m | $16.6m |
| Q3 2026 | 0 | — | 8 | $15.4m | $14.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Bowles Gregory Chief Policy Officer | Sold plan | $39.0k6.1k shares |
| 2026-09-15 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $3.8m606.7k shares |
| 2026-09-03 | Brumana Rodrigo Chief Financial Officer | Sold plan | $61.3k8.9k shares |
| 2026-09-02 | Sciarra Paul Cahill Director · By Sciarra Management Trust | Sold plan | $417.5k62.5k shares |
| 2026-09-02 | Brumana Rodrigo Chief Financial Officer | Sold plan | $256.1k37.8k shares |
| 2026-08-25 | Bowles Gregory Chief Policy Officer | Sold plan | $33.1k4.6k shares |
| 2026-08-24 | Bowles Gregory Chief Policy Officer | Sold plan | $25.9k3.5k shares |
| 2026-08-17 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $4.7m596.7k shares |
| 2026-08-13 | Sciarra Paul Cahill Director · By Sciarra Management Trust | Sold plan | $497.5k62.5k shares |
| 2026-07-15 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $4.6m596.7k shares |
| 2026-07-14 | DeHoff Kate Officer | Sold plan | $110.1k14.2k shares |
| 2026-07-13 | Allison Eric Chief Product Officer | Sold | $210.3k27.9k shares |
| 2026-07-13 | DeHoff Kate Officer | Sold plan | $63.1k8.4k shares |
| 2026-07-06 | Bowles Gregory Chief Policy Officer | Sold plan | $43.0k4.7k shares |
| 2026-07-02 | Bevirt JoeBen CEO and Chief Architect, director | Sold | $140.8k15.8k shares |
| 2026-07-02 | Papadopoulos Didier President of Aircraft OEM | Sold | $115.4k12.9k shares |
| 2026-07-02 | DeHoff Kate Officer | Sold | $85.4k9.6k shares |
| 2026-07-02 | Allison Eric Chief Product Officer | Sold | $83.2k9.3k shares |
| 2026-07-02 | Simi Bonny W President of Operations | Sold | $69.9k7.8k shares |
| 2026-07-02 | Bowles Gregory Chief Policy Officer | Sold plan | $46.0k5.2k shares |
| 2026-07-02 | Brumana Rodrigo Chief Financial Officer | Sold | $23.2k2.6k shares |
| 2026-06-16 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $18.6k2.0k shares |
| 2026-06-15 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $59.0k6.0k shares |
| 2026-06-04 | Brumana Rodrigo Chief Financial Officer | Sold plan | $886.9k78.5k shares |
| 2026-06-02 | Brumana Rodrigo Chief Financial Officer | Sold | $1.7m140.7k shares |
| 2026-06-02 | DeHoff Kate Officer | Sold | $178.9k15.2k shares |
| 2026-06-01 | Sciarra Paul Cahill Director · By Sciarra Management Trust | Sold plan | $1.0m83.3k shares |
| 2026-05-28 | Sciarra Paul Cahill Director · By Sciarra Management Trust | Sold plan | $5.0m416.7k shares |
| 2026-05-26 | Bowles Gregory Chief Policy Officer | Sold plan | $52.8k4.6k shares |
| 2026-05-22 | Bowles Gregory Chief Policy Officer | Sold plan | $37.4k3.5k shares |
The latest 30 of 56 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| TOYOTA MOTOR CORP/ 57.69% of their portfolio | 128.5m $1.1bn | Unchanged |
| BAILLIE GIFFORD & CO 0.49% of their portfolio | 61.1m $545.4m | Reduced -1.3m |
| BlackRock, Inc. 0.01% of their portfolio | 53.5m $477.3m | Added +7.0m |
| Capricorn Investment Group LLC 1.13% of their portfolio | 28.5m $254.0m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 27.6m $246.0m | Added +1.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 26.7m $237.8m | Added +663.6k |
| MORGAN STANLEY 0.01% of their portfolio | 19.5m $174.2m | Added +7.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 15.9m $142.2m | Added +2.1m |
| STATE STREET CORP 0.00% of their portfolio | 15.7m $140.5m | Added +2.6m |
| Intel Corp 22.01% of their portfolio | 15.3m $136.6m | Unchanged |
| DELTA AIR LINES, INC. 33.33% of their portfolio | 14.6m $130.1m | Unchanged |
| UBS Group AG 0.02% of their portfolio | 10.9m $97.1m | Added +3.6m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 10.8m $96.2m | Added +7.7m |
| MARSHALL WACE, LLP 0.06% of their portfolio | 8.0m $71.5m | Added +7.9m |
| Uber Technologies, Inc 1.41% of their portfolio | 7.1m $63.7m | Unchanged |
| CITIGROUP INC 0.03% of their portfolio | 7.1m $63.2m | Added +3.2m |
| ARK Investment Management LLC 0.39% of their portfolio | 6.7m $59.7m | Added +520.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 5.8m $51.6m | Added +850.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 5.4m $47.0m | Added +2.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 5.3m $47.0m | Added +410.8k |
| Clear Street Group Inc. 0.15% of their portfolio | 5.2m $46.4m | Added +814.9k |
| 8VC GP I, LLC 100.00% of their portfolio | 4.8m $42.8m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 4.7m $41.6m | Added +841.9k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 4.5m $39.9m | Added +285.7k |
| IEQ CAPITAL, LLC 0.17% of their portfolio | 4.0m $35.9m | Reduced -10.0k |
| Daiwa Securities Group Inc. 0.08% of their portfolio | 4.0m $35.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 3.8m $33.7m | Added +721.9k |
| Squarepoint Ops LLC 0.06% of their portfolio | 3.5m $30.9m | Reduced -211.5k |
| NORGES BANK 0.00% of their portfolio | 3.2m $29.0m | Not comparable |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 3.1m $27.9m | Added +1.7m |
| Rheos Capital Works Inc. 1.53% of their portfolio | 3.0m $26.8m | Reduced -665.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.12% of their portfolio | 2.8m $25.3m | Added +557.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 2.8m $25.1m | Added +136.2k |
| Amova Asset Management Americas, Inc. 0.32% of their portfolio | 2.8m $25.1m | Added +136.2k |
| Legal & General Group Plc 0.01% of their portfolio | 2.7m $24.2m | Added +996.0k |
| VALUEWORKS LLC 4.84% of their portfolio | 2.6m $23.2m | Added +218.6k |
| Lingotto Investment Management LLP 0.46% of their portfolio | 2.4m $21.5m | Reduced -1.3m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.1m $19.1m | Added +462.6k |
| Nuveen, LLC 0.00% of their portfolio | 2.1m $18.7m | Added +296.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.0m $17.5m | Added +1.3m |
| FMR LLC 0.00% of their portfolio | 1.8m $16.4m | Added +745.7k |
| ALLEN OPERATIONS LLC 1.93% of their portfolio | 1.6m $13.9m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4m $12.8m | Added +352.0k |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $11.3m | Added +59.6k |
| USS Investment Management Ltd 0.04% of their portfolio | 1.2m $10.9m | Added +150.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.1m $9.9m | Reduced -2.9m |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.0m $9.1m | Added +3.6k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 1.0m $9.1m | Reduced -595.4k |
| LuminArx Capital Management LP 0.42% of their portfolio | 1.0m $912.0k | New |
| LPL Financial LLC 0.00% of their portfolio | 935.0k $8.3m | Added +263.1k |
| HighTower Advisors, LLC 0.01% of their portfolio | 920.4k $8.2m | Added +30.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 848.2k $7.6m | Added +93.1k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 834.4k $7.4m | Reduced -2.8k |
| XTX Topco Ltd 0.09% of their portfolio | 816.4k $7.3m | New |
| Voleon Capital Management LP 0.13% of their portfolio | 785.9k $7.0m | Reduced -11.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 784.5k $6.5m | Added +203.7k |
| California Public Employees Retirement System 0.00% of their portfolio | 758.9k $6.8m | Reduced -20.1k |
| SEVEN GRAND MANAGERS, LLC 0.27% of their portfolio | 750.0k $6.7m | Reduced -1.0m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 749.5k $6.7m | Reduced -1.2m |
| Amundi 0.00% of their portfolio | 739.9k $6.6m | Added +386.2k |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 734.7k $6.6m | Added +94.7k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.39% of their portfolio | 688.3k $6.1m | Added +55.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 682.7k $6.1m | Added +196.1k |
| Man Group plc 0.01% of their portfolio | 671.0k $6.0m | Added +6.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 644.1k $5.6m | Added +101.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 576.8k $5.1m | Added +364.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 512.7k $4.6m | Reduced -191.7k |
| Swiss National Bank 0.00% of their portfolio | 491.3k $4.4m | Added +51.7k |
| SBI Securities Co., Ltd. 0.10% of their portfolio | 488.8k $4.4m | Added +216.4k |
| Weiss Asset Management LP 0.05% of their portfolio | 463.9k $4.1m | Not comparable |
| Defiance ETFs, LLC 0.05% of their portfolio | 446.8k $3.9m | Added +170.8k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 440.9k $3.9m | Reduced -4.0k |
| Nicholas Investment Partners, LP 0.22% of their portfolio | 440.4k $3.9m | Added +46.4k |
| Penserra Capital Management LLC 0.03% of their portfolio | 438.5k $3.9m | Added +165.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 426.0k $3.8m | Added +25.7k |
| Walleye Capital LLC 0.02% of their portfolio | 422.5k $3.8m | Reduced -285.4k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 395.0k $3.5m | Added +75.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 385.6k $3.4m | Added +70.8k |
| Creative Planning 0.00% of their portfolio | 383.9k $3.4m | Reduced -43.8k |
| Marex Group Ltd 0.03% of their portfolio | 382.5k $3.4m | Added +6.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 376.6k $3.4m | Added +32.6k |
| Creek Drive Management Group LLC 2.07% of their portfolio | 375.0k $3.3m | Added +3.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 366.3k $3.3m | Added +28.8k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 364.4k $3.3m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 352.9k $3.1m | Added +82.7k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 332.2k $3.0m | Added +37.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 325.5k $2.9m | Added +174.8k |
| BARCLAYS PLC 0.00% of their portfolio | 298.0k $2.7m | Reduced -123.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 295.1k $2.6m | Reduced -25.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 288.0k $2.6m | Added +4.6k |
| Holocene Advisors, LP 0.01% of their portfolio | 285.9k $2.6m | Reduced -133.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 285.5k $2.5m | Added +42.5k |
| GROUP ONE TRADING LLC 0.07% of their portfolio | 279.5k $2.5m | Reduced -28.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 274.0k $2.4m | Added +26.7k |
| UDINE WEALTH MANAGEMENT, INC. 0.97% of their portfolio | 264.3k $2.4m | Added +11.3k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 260.5k $2.3m | Reduced -2.5k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 257.4k $2.3m | Added +145.3k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 255.9k $2.3m | New |
| Edgestream Partners, L.P. 0.07% of their portfolio | 252.9k $2.3m | Added +109.0k |
| Bouvel Investment Partners, LLC 0.50% of their portfolio | 249.6k $2.2m | Added +123.7k |