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 ($10.0k this quarter). Holder counts are more reliable. Shares outstanding: 693.8m as of 2023-08-01, 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 ≈ $10.06. Options: 15 managers hold calls ($38.6m notional), 20 hold puts ($31.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 166 |
| Q4 2022 | 188 |
| Q1 2023 | 177 |
| Q2 2023 | 190 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 88 | 58 |
| Q1 2023 | 74 | 60 |
| Q2 2023 | 104 | 58 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $17.9m | $7.5m | 0.42 |
| Q4 2022 | $11.4m | $5.1m | 0.45 |
| Q1 2023 | $9.1m | $6.0m | 0.66 |
| Q2 2023 | $38.6m | $31.2m | 0.81 |
Biggest buyers
| BAILLIE GIFFORD & CO | Added | +44.2m |
| BlackRock Inc. | Added | +3.0m |
| IEQ CAPITAL, LLC | New | +2.8m |
| Nuveen Asset Management, LLC | Added | +1.6m |
| Mitsubishi UFJ Trust & Banking Corp | New | +1.4m |
| ARK Investment Management LLC | Added | +951.5k |
| Lingotto Investment Management LLP | New | +909.0k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +866.9k |
| VALUEWORKS LLC | Added | +772.1k |
| VANGUARD GROUP INC | Added | +607.7k |
Biggest sellers
| Intel Corp | Reduced | -3.6m |
| Invesco Ltd. | Reduced | -759.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -370.1k |
| Tao Capital Management LP | Sold out | -300.0k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -264.2k |
| Amova Asset Management Americas, Inc. | Reduced | -264.2k |
| Balyasny Asset Management L.P. | Reduced | -208.2k |
| SG Americas Securities, LLC | Reduced | -191.7k |
| STATE STREET CORP | Reduced | -141.1k |
| Comprehensive Financial Management LLC | Reduced | -92.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.8m1.1m shares |
| Alyeska Investment Group, L.P. | Reduced | $8.7m846.0k shares |
| SIMPLEX TRADING, LLC | Added | $5.0m491.1k shares |
| GROUP ONE TRADING LLC | Added | $4.4m433.7k shares |
| JANE STREET GROUP, LLC | Added | $4.0m387.7k shares |
| CITADEL ADVISORS LLC | Added | $2.0m198.3k shares |
| Union Square Park Capital Management, LLC | New | $1.3m130.8k shares |
| PEAK6 Investments LLC | New | $1.1m106.5k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $590.0k57.5k shares |
| Walleye Trading LLC | Added | $201.1k19.6k shares |
Biggest puts
| MKP Capital Management, L.L.C. | Unchanged | $6.2m600.0k shares |
| GROUP ONE TRADING LLC | Added | $5.2m511.0k shares |
| Point72 Asset Management, L.P. | New | $4.8m465.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.7m259.7k shares |
| Ionic Capital Management LLC | Added | $2.6m251.1k shares |
| CITADEL ADVISORS LLC | Added | $2.4m231.6k shares |
| JANE STREET GROUP, LLC | Added | $2.1m208.8k shares |
| Union Square Park Capital Management, LLC | New | $1.4m138.4k shares |
| Walleye Trading LLC | New | $921.3k89.8k shares |
| Permian Investment Partners, LP | New | $892.6k87.0k 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 in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 2 | $2.0m | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 2 | $312.6k | 2 | $625.3k | — |
| Q3 2022 | 1 | $193.6k | 5 | $2.8m | — |
| Q4 2022 | 0 | — | 6 | $591.8k | — |
| Q1 2023 | 0 | — | 7 | $1.7m | — |
| Q2 2023 | 0 | — | 7 | $32.5m | $32.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-30 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $604.3k57.9k shares |
| 2023-06-29 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $12.3m1.2m shares |
| 2023-06-29 | Simi Bonny W Officer | Sold plan | $876.7k77.9k shares |
| 2023-06-29 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $284.2k26.0k shares |
| 2023-06-29 | Bowles Gregory Officer | Sold plan | $220.0k20.0k shares |
| 2023-06-28 | DeHoff Kate Officer | Sold plan | $97.4k10.8k shares |
| 2023-06-21 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $3.5m495.9k shares |
| 2023-06-20 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $4.8m662.4k shares |
| 2023-06-16 | Bevirt JoeBen CEO and Chief Architect, director · By Joby Trust | Sold plan | $7.7m1.0m shares |
| 2023-06-16 | Bevirt JoeBen CEO and Chief Architect, director · By JoeBen Bevirt 2020 Descendants Trust | Sold plan | $378.0k50.0k shares |
| 2023-06-16 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $43.6k5.7k shares |
| 2023-06-15 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $31.7k4.1k shares |
| 2023-06-14 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $193.1k24.1k shares |
| 2023-06-13 | DeHoff Kate Officer | Sold plan | $38.6k5.1k shares |
| 2023-06-05 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $144.8k24.1k shares |
| 2023-05-30 | Simi Bonny W Officer | Sold plan | $696.9k129.0k shares |
| 2023-05-24 | Bowles Gregory Officer | Sold plan | $41.5k7.7k shares |
| 2023-05-22 | Bowles Gregory Officer | Sold | $17.5k3.4k shares |
| 2023-05-18 | DeHoff Kate Officer | Sold plan | $156.2k28.4k shares |
| 2023-05-17 | Bowles Gregory Officer | Sold plan | $58.5k11.7k shares |
| 2023-05-16 | Bowles Gregory Officer | Sold plan | $29.6k5.9k shares |
| 2023-05-16 | Papadopoulos Didier Head of Aircraft OEM | Sold plan | $19.1k3.8k shares |
| 2023-04-13 | Allison Eric Head of Product | Sold | $77.5k18.8k shares |
| 2023-04-13 | DeHoff Kate Officer | Sold | $23.2k5.6k shares |
| 2023-04-05 | Field Matthew Officer | Sold | $34.0k8.1k shares |
| 2023-04-04 | Bevirt JoeBen CEO and Chief Architect, director | Sold | $109.3k26.2k shares |
| 2023-04-04 | Field Matthew Officer | Sold | $20.3k4.9k shares |
| 2023-04-04 | DeHoff Kate Officer | Sold | $20.3k4.9k shares |
| 2023-04-04 | Papadopoulos Didier Head of Aircraft OEM | Sold | $15.3k3.7k shares |
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 2023
| Manager | Shares | Change |
|---|---|---|
| TOYOTA MOTOR CORP/ 40.84% of their portfolio | 78.8m $808.0m | Unchanged |
| BAILLIE GIFFORD & CO 0.45% of their portfolio | 51.9m $532.2m | Added +44.2m |
| Capricorn Investment Group LLC 50.39% of their portfolio | 41.0m $356.2m | Unchanged |
| Intel Corp 96.50% of their portfolio | 36.8m $377.9m | Reduced -3.6m |
| VANGUARD GROUP INC 0.01% of their portfolio | 28.3m $290.5m | Added +607.7k |
| BlackRock Inc. 0.01% of their portfolio | 20.2m $206.9m | Added +3.0m |
| DELTA AIR LINES, INC. 36.24% of their portfolio | 11.0m $113.3m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 6.3m $64.3m | Reduced -141.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 6.0m $61.7m | Added +866.9k |
| EDBI Pte Ltd 37.15% of their portfolio | 4.5m $46.0m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 4.0m $40.8m | Reduced -264.2k |
| Amova Asset Management Americas, Inc. 0.43% of their portfolio | 4.0m $40.8m | Reduced -264.2k |
| ARK Investment Management LLC 0.22% of their portfolio | 3.3m $33.4m | Added +951.5k |
| MORGAN STANLEY 0.00% of their portfolio | 3.1m $31.3m | Added +251.5k |
| IEQ CAPITAL, LLC 0.59% of their portfolio | 2.8m $29.1m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.5m $26.0m | Added +257.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $24.8m | Added +319.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 2.2m $23.0m | Added +1.6m |
| Invesco Ltd. 0.01% of their portfolio | 2.0m $20.3m | Reduced -759.5k |
| ALLEN OPERATIONS LLC 3.55% of their portfolio | 1.6m $16.0m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.03% of their portfolio | 1.4m $14.5m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.1m $10.8m | Added +95.3k |
| VALUEWORKS LLC 3.79% of their portfolio | 1.0m $10.5m | Added +772.1k |
| Atreides Management, LP 0.31% of their portfolio | 1.0m $10.3m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 918.3k $9.4m | Added +594.4k |
| Lingotto Investment Management LLP 0.60% of their portfolio | 909.0k $9.3m | New |
| HighTower Advisors, LLC 0.02% of their portfolio | 793.3k $8.1m | Reduced -8.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 740.7k $7.6m | Added +290.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 483.2k $5.0m | Added +386.1k |
| Corriente Advisors, LLC 45.30% of their portfolio | 480.0k $4.9m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 432.9k $4.4m | Added +64.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 410.9k $4.2m | Added +70.5k |
| Jump Financial, LLC 0.15% of their portfolio | 395.0k $4.1m | New |
| Comprehensive Financial Management LLC 0.13% of their portfolio | 378.1k $3.9m | Reduced -92.6k |
| GROUP ONE TRADING LLC 0.17% of their portfolio | 377.3k $3.9m | Added +182.9k |
| Swiss National Bank 0.00% of their portfolio | 342.1k $3.5m | Added +6.7k |
| Trexquant Investment LP 0.09% of their portfolio | 326.5k $3.4m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 320.6k $3.3m | Added +65.8k |
| UBS Group AG 0.00% of their portfolio | 289.6k $3.0m | Added +111.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 231.0k $2.4m | Reduced -1.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 201.6k $2.1m | Reduced -370.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 198.1k $2.0m | Reduced -27.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 193.1k $2.0m | Added +181.7k |
| Legal & General Group Plc 0.00% of their portfolio | 171.1k $1.8m | Added +67.5k |
| Quadrature Capital Ltd 0.04% of their portfolio | 169.5k $1.7m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 167.1k $1.7m | Added +7.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 160.1k $694.8k | Unchanged |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 148.3k $1.5m | Added +30.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 147.8k $1.5m | Added +14.0k |
| COOKSON PEIRCE & CO INC 0.09% of their portfolio | 143.8k $1.5m | Added +3.4k |
| FMR LLC 0.00% of their portfolio | 134.8k $1.4m | Added +122.7k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio | 134.2k $1.4m | Added +9.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 130.8k $1.3m | Added +48.0k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 125.9k $1.3m | Added +21.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 123.9k $1.3m | Added +11.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 120.3k $1.2m | Added +8.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 119.0k $1.2m | Reduced -59.2k |
| CITIGROUP INC 0.00% of their portfolio | 118.6k $1.2m | Added +84.9k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 113.2k $1.2m | Added +15.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 112.1k $1.1m | Reduced -34.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 106.2k $1.1m | Reduced -23.7k |
| DNB Asset Management AS 0.01% of their portfolio | 98.8k $1.0m | Added +50.5k |
| Intellectus Partners, LLC 0.30% of their portfolio | 96.2k $987.0k | Added +3.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 94.9k $973.2k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 92.4k $948.3k | Added +72.8k |
| Quantbot Technologies LP 0.06% of their portfolio | 88.1k $904.2k | New |
| BARCLAYS PLC 0.00% of their portfolio | 84.1k $862.5k | Reduced -46.3k |
| LPL Financial LLC 0.00% of their portfolio | 81.5k $836.1k | Added +13.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 79.2k $812.3k | Added +49.5k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 77.0k $790.5k | Added +308 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 76.0k $780.2k | Reduced -13.5k |
| Grey Street Capital, LLC 0.41% of their portfolio | 75.0k $769.5k | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 67.6k $693.1k | New |
| CANTOR FITZGERALD, L. P. 0.01% of their portfolio | 60.0k $615.6k | New |
| Bayesian Capital Management, LP 0.06% of their portfolio | 56.2k $576.6k | Added +28.0k |
| GTS SECURITIES LLC 0.02% of their portfolio | 52.9k $543.1k | First filing |
| Tower Research Capital LLC (TRC) 0.02% of their portfolio | 51.9k $532.9k | Added +45.4k |
| Gallagher Fiduciary Advisors, LLC 0.04% of their portfolio | 50.9k $522.2k | Added +2.0k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 47.6k $487.9k | First filing |
| SG Americas Securities, LLC 0.00% of their portfolio | 47.2k $485.0k | Reduced -191.7k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 45.3k $464.7k | Reduced -208.2k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 44.1k $452.9k | Reduced -898 |
| Handelsbanken Fonder AB 0.00% of their portfolio | 41.8k $429.0k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 40.6k $416.7k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 37.9k $388.9k | Added +16.8k |
| Belvedere Trading LLC 0.12% of their portfolio | 37.2k $381.7k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 36.3k $372.1k | Added +5.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 36.0k $369.0k | Added +1.3k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 33.8k $347.2k | Added +3.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 33.7k $346.0k | Reduced -786 |
| Caprock Group, LLC 0.02% of their portfolio | 32.6k $334.0k | Unchanged |
| Naviter Wealth, LLC 0.08% of their portfolio | 32.4k $332.9k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 31.4k $322.0k | Reduced -4.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 30.7k $315.2k | Added +2.5k |
| GILDER GAGNON HOWE & CO LLC 0.00% of their portfolio | 27.6k $283.5k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 27.6k $283.0k | Reduced -1.9k |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 23.0k $236.3k | Added +4.2k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 23.0k $236.0k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio | 22.3k $228.5k | Added +5.2k |
| FIRST FOUNDATION ADVISORS 0.01% of their portfolio | 21.0k $215.5k | Unchanged |