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 ($14.1m this quarter). Holder counts are more reliable. Shares outstanding: 716.1m as of 2024-08-05, 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 ≈ $5.04. Options: 16 managers hold calls ($30.4m notional), 19 hold puts ($16.2m).
Trends to Q2 2024
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 |
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 |
| Q3 2023 | 116 | 66 |
| Q4 2023 | 114 | 72 |
| Q1 2024 | 100 | 109 |
| Q2 2024 | 149 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $26.7m | $13.3m | 0.50 |
| Q4 2023 | $44.8m | $13.0m | 0.29 |
| Q1 2024 | $32.1m | $10.5m | 0.33 |
| Q2 2024 | $30.4m | $16.2m | 0.53 |
Biggest buyers
| BlackRock Inc. | Added | +6.8m |
| VANGUARD GROUP INC | Added | +4.6m |
| IEQ CAPITAL, LLC | Added | +1.8m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +1.7m |
| STATE STREET CORP | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| BANK OF AMERICA CORP /DE/ | Added | +803.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Added | +616.6k |
| Bank of New York Mellon Corp | Added | +435.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +378.5k |
Biggest sellers
| MORGAN STANLEY | Reduced | -6.1m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -2.9m |
| NORGES BANK | Reduced | -2.6m |
| Intel Corp | Reduced | -1.7m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -1.5m |
| BAILLIE GIFFORD & CO | Reduced | -1.1m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.1m |
| FRED ALGER MANAGEMENT, LLC | Reduced | -692.7k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -451.4k |
| Mirae Asset Global Investments Co., Ltd. | Sold out | -396.7k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $5.5m1.1m shares |
| BARCLAYS PLC | Reduced | $5.4m1.1m shares |
| Alyeska Investment Group, L.P. | Unchanged | $4.3m846.0k shares |
| BANK OF AMERICA CORP /DE/ | New | $4.1m800.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.6m505.6k shares |
| CITADEL ADVISORS LLC | Added | $2.3m457.4k shares |
| IMC-Chicago, LLC | Added | $1.8m356.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m266.5k shares |
| GTS SECURITIES LLC | Added | $931.8k182.7k shares |
| Squarepoint Ops LLC | Reduced | $649.7k127.4k shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | New | $3.6m706.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.5m498.4k shares |
| Squarepoint Ops LLC | Reduced | $2.0m394.6k shares |
| BANK OF MONTREAL /CAN/ | New | $1.2m226.7k shares |
| Aristides Capital LLC | Added | $1.0m200.0k shares |
| GROUP ONE TRADING LLC | Reduced | $933.8k183.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $884.0k173.4k shares |
| Crawford Fund Management, LLC | New | $734.4k144.0k shares |
| IMC-Chicago, LLC | Reduced | $695.1k136.3k shares |
| CITADEL ADVISORS LLC | Reduced | $632.4k124.0k 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 2024
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 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 |
| Q3 2023 | 0 | — | 6 | $1.6m | $736.4k |
| Q4 2023 | 0 | — | 8 | $6.5m | $2.2m |
| Q1 2024 | 0 | — | 8 | $4.7m | $3.8m |
| Q2 2024 | 0 | — | 7 | $2.1m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-18 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $16.1k3.3k shares |
| 2024-06-17 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $20.8k4.2k shares |
| 2024-05-22 | Bowles Gregory Officer | Sold | $16.5k3.4k shares |
| 2024-05-20 | Field Matthew Officer | Sold plan | $69.2k14.0k shares |
| 2024-05-03 | DeHoff Kate Officer | Sold plan | $68.8k12.5k shares |
| 2024-05-03 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $14.2k2.6k shares |
| 2024-04-18 | Papadopoulos Didier President of Aircraft OEM | Sold | $28.3k6.1k shares |
| 2024-04-18 | Bevirt JoeBen CEO and Chief Architect, director | Sold | $25.3k5.4k shares |
| 2024-04-18 | Simi Bonny W President of Operations | Sold | $24.3k5.2k shares |
| 2024-04-18 | Field Matthew Officer | Sold | $21.2k4.6k shares |
| 2024-04-18 | Allison Eric Chief Product Officer | Sold | $11.4k2.5k shares |
| 2024-04-18 | DeHoff Kate Officer | Sold | $11.4k2.5k shares |
| 2024-04-18 | Bowles Gregory Officer | Sold | $8.5k1.8k shares |
| 2024-04-15 | Allison Eric Chief Product Officer | Sold | $91.1k19.4k shares |
| 2024-04-15 | DeHoff Kate Officer | Sold | $27.4k5.8k shares |
| 2024-04-04 | Field Matthew Officer | Sold | $41.4k8.3k shares |
| 2024-04-04 | Papadopoulos Didier President of Aircraft OEM | Sold plan | $13.6k2.7k shares |
| 2024-04-03 | Bevirt JoeBen CEO and Chief Architect, director | Sold plan | $117.8k23.8k shares |
| 2024-04-03 | Field Matthew Officer | Sold | $59.9k12.1k shares |
| 2024-04-03 | Papadopoulos Didier President of Aircraft OEM | Sold | $56.4k11.4k shares |
| 2024-04-03 | DeHoff Kate Officer | Sold | $50.3k10.1k shares |
| 2024-04-03 | Simi Bonny W President of Operations | Sold | $42.9k8.6k shares |
| 2024-04-03 | Allison Eric Chief Product Officer | Sold | $24.5k4.9k shares |
| 2024-04-03 | Bowles Gregory Officer | Sold | $18.2k3.7k shares |
| 2024-04-01 | Bevirt JoeBen CEO and Chief Architect, director | Sold plan | $1.3m250.0k 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 2024
| Manager | Shares | Change |
|---|---|---|
| TOYOTA MOTOR CORP/ 22.67% of their portfolio | 78.8m $401.6m | Unchanged |
| BAILLIE GIFFORD & CO 0.21% of their portfolio | 52.9m $269.6m | Reduced -1.1m |
| Capricorn Investment Group LLC 47.04% of their portfolio | 40.4m $184.1m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 39.3m $200.3m | Added +4.6m |
| BlackRock Inc. 0.00% of their portfolio | 28.5m $145.5m | Added +6.8m |
| Intel Corp 28.55% of their portfolio | 28.3m $144.1m | Reduced -1.7m |
| 8VC GP I, LLC 90.88% of their portfolio | 14.4m $73.4m | Unchanged |
| DELTA AIR LINES, INC. 7.92% of their portfolio | 11.0m $56.3m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 8.7m $44.5m | Added +1.7m |
| STATE STREET CORP 0.00% of their portfolio | 8.6m $43.7m | Added +1.4m |
| MORGAN STANLEY 0.00% of their portfolio | 4.5m $23.2m | Reduced -6.1m |
| IEQ CAPITAL, LLC 0.30% of their portfolio | 4.4m $22.7m | Added +1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 4.3m $21.8m | Added +378.5k |
| ARK Investment Management LLC 0.14% of their portfolio | 3.1m $15.7m | Reduced -298.9k |
| EDBI Pte Ltd 17.33% of their portfolio | 3.0m $15.3m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 2.8m $14.1m | Reduced -331.2k |
| Amova Asset Management Americas, Inc. 0.16% of their portfolio | 2.8m $14.1m | Reduced -339.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.6m $13.1m | Reduced -25.3k |
| EXCHANGE TRADED CONCEPTS, LLC 0.33% of their portfolio | 2.5m $13.0m | Added +119.3k |
| Lingotto Investment Management LLP 0.40% of their portfolio | 2.3m $11.9m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $11.9m | Added +803.6k |
| VALUEWORKS LLC 3.27% of their portfolio | 2.1m $10.5m | Added +315.5k |
| Rheos Capital Works Inc. 0.55% of their portfolio | 2.1m $10.5m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 1.9m $9.9m | Added +30.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6m $8.1m | Added +37.9k |
| ALLEN OPERATIONS LLC 1.55% of their portfolio | 1.6m $7.9m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.5m $7.5m | Added +435.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $7.2m | Added +1.0m |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $5.9m | Reduced -67.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 1.1m $5.8m | Reduced -451.4k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 1.1m $5.6m | Reduced -94.2k |
| Atreides Management, LP 0.17% of their portfolio | 1.0m $5.1m | Unchanged |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 987.5k $5.0m | Reduced -42.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 968.3k $4.9m | Added +320.8k |
| HighTower Advisors, LLC 0.01% of their portfolio | 835.8k $4.3m | Reduced -9.1k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 750.0k $3.8m | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.08% of their portfolio | 677.1k $3.5m | Added +616.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 644.9k $3.3m | Reduced -1.1m |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 548.7k $2.8m | Added +115.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 463.1k $2.4m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 454.7k $2.3m | Added +149.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 412.5k $2.1m | Added +132.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 409.7k $2.1m | Added +76.7k |
| Comprehensive Financial Management LLC 0.07% of their portfolio | 378.1k $1.9m | Added +1 |
| Swiss National Bank 0.00% of their portfolio | 345.6k $1.8m | Added +3.8k |
| SG Americas Securities, LLC 0.01% of their portfolio | 336.1k $1.7m | Added +260.8k |
| Holocene Advisors, LP 0.01% of their portfolio | 272.0k $1.4m | New |
| GMT Capital Corp 0.05% of their portfolio | 262.0k $1.3m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 248.3k $1.3m | Added +55.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 241.3k $1.2m | Added +48.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 234.0k $1.2m | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 233.1k $1.2m | Added +93.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 232.0k $1.2m | Added +29.8k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 216.2k $1.1m | First filing |
| COOKSON PEIRCE & CO INC 0.05% of their portfolio | 197.0k $1.0m | Added +16.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 187.8k $957.6k | Added +3.2k |
| FMR LLC 0.00% of their portfolio | 181.7k $926.9k | Added +17.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 179.5k $915.3k | Added +41.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 172.3k $878.9k | Reduced -8.5k |
| UBS Group AG 0.00% of their portfolio | 171.6k $874.9k | Reduced -184.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 170.1k $867.4k | Added +24.8k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 169.9k $866.6k | Added +13.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 165.2k $842.3k | Added +68.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 160.2k $801.6k | Added +34.9k |
| BARCLAYS PLC 0.00% of their portfolio | 156.0k $795.5k | Reduced -236.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 120.8k $615.9k | Added +3.6k |
| Alpine Global Management, LLC 0.11% of their portfolio | 118.4k $604.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 112.0k $571.3k | Added +61.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 102.4k $522.0k | Added +41.1k |
| LANARK FINANCIAL, INC. 0.04% of their portfolio | 96.1k $490.0k | Added +48.9k |
| LPL Financial LLC 0.00% of their portfolio | 95.1k $485.0k | Added +5.8k |
| DNB Asset Management AS 0.00% of their portfolio | 88.9k $453.4k | Added +15.5k |
| Green Alpha Advisors, LLC 0.34% of their portfolio | 84.0k $428.4k | Reduced -4.3k |
| BANTAMAC CAPITAL, LLC 0.25% of their portfolio | 82.9k $422.7k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio | 80.2k $408.8k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 79.6k $405.9k | Added +49.9k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 77.2k $394.0k | Added +16.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 75.1k $382.8k | Reduced -1.7k |
| D'Orazio & Associates, Inc. 0.05% of their portfolio | 68.5k $349.5k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 67.4k $343.5k | Added +1.1k |
| NORGES BANK 0.00% of their portfolio | 65.3k $333.0k | Reduced -2.6m |
| FRED ALGER MANAGEMENT, LLC 0.00% of their portfolio | 65.1k $332.2k | Reduced -692.7k |
| Intellectus Partners, LLC 0.09% of their portfolio | 64.6k $329.5k | Reduced -12.5k |
| Gallagher Fiduciary Advisors, LLC 0.07% of their portfolio | 64.3k $327.9k | Added +13.6k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 55.5k $283.0k | Reduced -531 |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 54.3k $276.9k | Added +20.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 53.3k $272.0k | Added +19.4k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 52.9k $269.8k | Reduced -8.1k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 52.3k $267.0k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 49.2k $250.9k | Added +1.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 49.0k $249.7k | Reduced -197 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 44.6k $227.6k | Added +40.7k |
| Caprock Group, LLC 0.01% of their portfolio | 44.5k $227.0k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 42.4k $216.1k | Unchanged |
| Ameritas Investment Partners, Inc. 0.01% of their portfolio | 39.4k $200.8k | Added +11.7k |
| US BANCORP \DE\ 0.00% of their portfolio | 39.0k $198.9k | Added +4.5k |
| ProShare Advisors LLC 0.00% of their portfolio | 37.4k $190.5k | Reduced -12.8k |
| Ionic Capital Management LLC 0.10% of their portfolio | 36.8k $187.7k | Added +12.7k |
| Corton Capital Inc. 0.10% of their portfolio | 36.2k $184.8k | New |
| Verition Fund Management LLC 0.00% of their portfolio | 35.8k $182.6k | Reduced -31.9k |