JOBYNYSEAircraftFiscal year ends December 31
Joby Aviation, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$4.61−0.05 (-1.07%)
Close on Oct 19, 2026
- Market cap
- $4.47B
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
59.5%
589M of 989M shares
Institutional holders
526
88 new, 80 sold out
Net institutional buying
50M
In Q2 2026
Insider trades, 12 months
2 buys · 117 sales
Net sold $51.05M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| JoeBen Bevirt | 95,277,964 | 13.56% | 13D (active) amendment | Aug 24, 2022 |
| Sciarra Paul Cahill | 56,520,980 | 5.70% | 13D (active) amendment | May 14, 2026 |
| BlackRock, Inc. | 50,490,855 | 5.10% | 13G (passive) | Jun 30, 2026 |
| Baillie Gifford & Co | 49,570,755 | 5.40% | 13G (passive) amendment | Dec 31, 2025 |
| Toyota Motor Corp/ | 128,454,401 | 13.10% | 13D (active) amendment | Jun 29, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JOBY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Toyota Motor Corp/ | 128,454,401 | 12.99% | $1.15B | – | 57.69% |
| Baillie Gifford & Co | 61,139,048 | 6.18% | $545.36M | −1,280,755 | 0.49% |
| BlackRock, Inc. | 53,506,741 | 5.41% | $477.28M | +6,954,255 | 0.01% |
| Capricorn Investment Group LLC | 28,470,647 | 2.88% | $253.96M | – | 1.13% |
| Vanguard Portfolio Management LLC | 27,579,214 | 2.79% | $246.01M | +1,563,131 | 0.01% |
| Vanguard Capital Management LLC | 26,656,225 | 2.69% | $237.77M | +663,601 | 0.01% |
| Morgan Stanley | 19,529,722 | 1.97% | $174.21M | +7,904,293 | 0.01% |
| Geode Capital Management, LLC | 15,937,137 | 1.61% | $142.19M | +2,090,648 | 0.01% |
| State Street Corp | 15,746,713 | 1.59% | $140.46M | +2,602,976 | 0.00% |
| Intel Corp | 15,316,315 | 1.55% | $136.62M | – | 22.01% |
| Delta Air Lines, Inc. | 14,590,713 | 1.48% | $130.15M | – | 33.33% |
| UBS Group AG | 10,890,694 | 1.10% | $97.14M | +3,625,152 | 0.01% |
| Bank Of America Corp /De/ | 10,787,789 | 1.09% | $96.23M | +7,666,084 | 0.01% |
| Marshall Wace, Llp | 8,019,920 | 0.81% | $71.54M | +7,907,976 | 0.06% |
| Uber Technologies, Inc | 7,139,208 | 0.72% | $63.68M | – | 1.41% |
| Citigroup Inc | 7,086,334 | 0.72% | $63.21M | +3,164,882 | 0.02% |
| ARK Investment Management LLC | 6,694,311 | 0.68% | $59.71M | +520,367 | 0.39% |
| Northern Trust Corp | 5,779,846 | 0.58% | $51.56M | +850,563 | 0.01% |
| JPMorgan Chase & Co | 5,418,511 | 0.55% | $47.01M | +2,179,693 | 0.00% |
| Charles Schwab Investment Management Inc | 5,266,308 | 0.53% | $46.98M | +410,764 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 526 | 589M | 59.5% | 88 / 221 | 108 / 80 | 74M | 24M |
| Q1 2026 | 524 | 539M | 54.5% | 104 / 219 | 93 / 70 | 133M | 26M |
| Q4 2025 | 501 | 484M | 49.0% | 120 / 175 | 114 / 74 | 36M | 35M |
| Q3 2025 | 461 | 484M | 48.9% | 126 / 170 | 92 / 53 | 58M | 73M |
| Q2 2025 | 393 | 499M | 50.4% | 83 / 141 | 82 / 41 | 88M | 15M |
| Q1 2025 | 354 | 426M | 43.1% | 64 / 122 | 70 / 36 | 21M | 10M |
| Q4 2024 | 330 | 422M | 42.7% | 101 / 122 | 45 / 23 | 62M | 15M |
| Q3 2024 | 254 | 376M | 38.0% | 26 / 88 | 57 / 24 | 39M | 12M |
| Q2 2024 | 255 | 378M | 38.2% | 57 / 97 | 42 / 33 | 24M | 22M |
| Q1 2024 | 233 | 375M | 37.9% | 36 / 65 | 66 / 43 | 20M | 16M |
| Q4 2023 | 245 | 371M | 37.5% | 56 / 71 | 48 / 24 | 39M | 12M |
| Q3 2023 | 215 | 344M | 34.8% | 53 / 66 | 41 / 25 | 24M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JOBY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 18,750,742 | 1.90% | $167.26M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 13,535,757 | 1.37% | $120.74M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 8,574,063 | 0.87% | $76.48M | 0.11% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 7,110,232 | 0.72% | $63.42M | 0.06% | Jun 30, 2026 |
| ARK Autonomous Technology & Robotics ETF | 3,350,290 | 0.34% | $23.95M | 1.29% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 3,010,156 | 0.30% | $35.82M | 0.20% | May 31, 2026 |
| ROBO Global Robotics and Automation Index ETF | 2,929,288 | 0.30% | $20.94M | 1.05% | Jul 31, 2026 |
| ARK Space & Defense Innovation ETF | 2,304,695 | 0.23% | $16.48M | 2.17% | Jul 31, 2026 |
| iShares U.S. Transportation ETF | 1,766,356 | 0.18% | $12.63M | 0.57% | Jul 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 884,215 | 0.09% | $6.32M | 0.16% | Jul 31, 2026 |
| Invesco WilderHill Clean Energy ETF | 764,285 | 0.08% | $5.46M | 1.30% | Jul 31, 2026 |
| Goldman Sachs Small/Mid Cap Growth Fund | 674,105 | 0.07% | $8.02M | 0.64% | May 31, 2026 |
| Vanguard Industrials Index Fund | 580,960 | 0.06% | $6.91M | 0.08% | May 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 569,240 | 0.06% | $6.77M | 0.13% | May 29, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 552,665 | 0.06% | $4.93M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| JoeBen Bevirt | CEO and Chief Architect, Director | 89,470,696 | 9.05% | Sep 17, 2026 |
| Gregory Bowles | Chief Policy Officer | 196,308 | 0.02% | Sep 23, 2026 |
| Sergey Novikov | See Remarks | 43,532 | 0.00% | Sep 11, 2026 |
| Rodrigo Brumana | Chief Financial Officer | 110,831 | 0.01% | Sep 3, 2026 |
| Eric Allison | Chief Product Officer | 710,396 | 0.07% | Jul 14, 2026 |
| Kate DeHoff | See Remarks | 180,179 | 0.02% | Jul 14, 2026 |
| Didier Papadopoulos | President of Aircraft OEM | 160,620 | 0.02% | Jul 6, 2026 |
| Bonny W. Simi | President of Operations | 231,687 | 0.02% | Jul 6, 2026 |
| Nicholas Kalayjian | Chief Hardware Officer | – | – | Feb 5, 2025 |
| Aicha Evans | Director | 136,785 | 0.01% | Sep 9, 2026 |
| Paul Cahill Sciarra | Director | 55,917,028 | 5.65% | Sep 3, 2026 |
| Tetsuo Ogawa | Director | 86,920 | 0.01% | Jul 6, 2026 |
| Dipender Saluja | Director | 29,008,039 | 2.93% | Jul 6, 2026 |
| Michael N. Thompson Jr. | Director | 18,708,752 | 1.89% | Jul 6, 2026 |
| Laura Wright | Director | 134,800 | 0.01% | Jun 3, 2026 |
| Prado Halimah DeLaine | Director | 124,074 | 0.01% | Jun 3, 2026 |
| Michael P. Huerta | Director | 79,684 | 0.01% | Jun 3, 2026 |
| Motor Corp/ Toyota | Director, 10% owner | 122,641,115 | 12.40% | May 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Gregory Bowles Chief Policy Officer | Sep 21, 2026 | Option exercise | +4,322 | $0.87 | $3.76K | 196,308 |
| Gregory Bowles Chief Policy Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −6,138 | $6.35 | $38.98K | 190,170 |
| JoeBen Bevirt CEO and Chief Architect, Director | Sep 15, 2026 | Sale(10b5-1 plan) | −606,667 | $6.19 | $3.76M | 57,207,377 |
| Aicha Evans Director | Sep 4, 2026 | Gift | −24,606 | – | – | 112,179 |
| Aicha Evans Director | Sep 4, 2026 | Gift | +24,606 | – | – | 24,606 |
| Rodrigo Brumana Chief Financial Officer | Sep 3, 2026 | Sale(10b5-1 plan) | −8,898 | $6.89 | $61.31K | 110,831 |
| Paul Cahill Sciarra Director | Sep 2, 2026 | Sale(10b5-1 plan) | −62,500 | $6.68 | $417.50K | 55,703,057 |
| Rodrigo Brumana Chief Financial Officer | Sep 2, 2026 | Sale(10b5-1 plan) | −37,831 | $6.77 | $256.12K | 119,729 |
| Rodrigo Brumana Chief Financial Officer | Sep 1, 2026 | Option exercise | +73,421 | – | – | 157,560 |
| Gregory Bowles Chief Policy Officer | Aug 25, 2026 | Sale(10b5-1 plan) | −4,575 | $7.23 | $33.08K | 191,986 |
| Gregory Bowles Chief Policy Officer | Aug 24, 2026 | Sale(10b5-1 plan) | −3,531 | $7.34 | $25.92K | 196,561 |
| Gregory Bowles Chief Policy Officer | Aug 21, 2026 | Option exercise | +11,156 | – | – | 200,092 |
| JoeBen Bevirt CEO and Chief Architect, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −596,667 | $7.87 | $4.70M | 57,814,044 |
| Paul Cahill Sciarra Director | Aug 13, 2026 | Sale(10b5-1 plan) | −62,500 | $7.96 | $497.50K | 55,765,557 |
| JoeBen Bevirt CEO and Chief Architect, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −596,666 | $7.75 | $4.62M | 58,410,711 |
| Kate DeHoff See Remarks | Jul 14, 2026 | Sale(10b5-1 plan) | −14,240 | $7.73 | $110.08K | 180,179 |
| Eric Allison Chief Product Officer | Jul 13, 2026 | Sale | −27,932 | $7.53 | $210.33K | 710,396 |
| Kate DeHoff See Remarks | Jul 13, 2026 | Sale(10b5-1 plan) | −8,381 | $7.53 | $63.11K | 194,419 |
| Eric Allison Chief Product Officer | Jul 12, 2026 | Option exercise | +53,549 | – | – | 738,328 |
| Kate DeHoff See Remarks | Jul 12, 2026 | Option exercise | +16,065 | – | – | 202,800 |
| Gregory Bowles Chief Policy Officer | Jul 6, 2026 | Sale(10b5-1 plan) | −4,724 | $9.10 | $42.99K | 188,936 |
| Dipender Saluja Director | Jul 5, 2026 | Award | +2,027 | – | – | 193,462 |
| Tetsuo Ogawa Director | Jul 5, 2026 | Award | +1,891 | – | – | 86,920 |
| Michael N. Thompson Jr. Director | Jul 5, 2026 | Award | +2,027 | – | – | 1,577,652 |
| Paul Cahill Sciarra Director | Jul 5, 2026 | Award | +1,891 | – | – | 163,971 |
| Didier Papadopoulos President of Aircraft OEM | Jul 2, 2026 | Sale | −12,939 | $8.92 | $115.42K | 160,620 |
| Gregory Bowles Chief Policy Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −5,158 | $8.92 | $46.01K | 193,660 |
| Eric Allison Chief Product Officer | Jul 2, 2026 | Sale | −9,330 | $8.92 | $83.22K | 684,779 |
| Kate DeHoff See Remarks | Jul 2, 2026 | Sale | −9,575 | $8.92 | $85.41K | 186,735 |
| Bonny W. Simi President of Operations | Jul 2, 2026 | Sale | −7,832 | $8.92 | $69.86K | 231,687 |
| JoeBen Bevirt CEO and Chief Architect, Director | Jul 2, 2026 | Sale | −15,788 | $8.92 | $140.83K | 239,671 |
| Rodrigo Brumana Chief Financial Officer | Jul 2, 2026 | Sale | −2,601 | $8.92 | $23.20K | 84,139 |
| Didier Papadopoulos President of Aircraft OEM | Jul 1, 2026 | Option exercise | +7,599 | – | – | 156,054 |
| Didier Papadopoulos President of Aircraft OEM | Jul 1, 2026 | Option exercise | +12,459 | – | – | 168,513 |
| Didier Papadopoulos President of Aircraft OEM | Jul 1, 2026 | Option exercise | +5,046 | – | – | 173,559 |
| Gregory Bowles Chief Policy Officer | Jul 1, 2026 | Option exercise | +5,224 | – | – | 187,543 |
| Gregory Bowles Chief Policy Officer | Jul 1, 2026 | Option exercise | +6,229 | – | – | 193,772 |
| Gregory Bowles Chief Policy Officer | Jul 1, 2026 | Option exercise | +5,046 | – | – | 198,818 |
| Eric Allison Chief Product Officer | Jul 1, 2026 | Option exercise | +8,306 | – | – | 689,063 |
| Eric Allison Chief Product Officer | Jul 1, 2026 | Option exercise | +4,749 | – | – | 680,757 |
| Eric Allison Chief Product Officer | Jul 1, 2026 | Option exercise | +5,046 | – | – | 694,109 |
| Kate DeHoff See Remarks | Jul 1, 2026 | Option exercise | +8,306 | – | – | 191,264 |
| Kate DeHoff See Remarks | Jul 1, 2026 | Option exercise | +5,224 | – | – | 182,958 |
| Kate DeHoff See Remarks | Jul 1, 2026 | Option exercise | +5,046 | – | – | 196,310 |
| Bonny W. Simi President of Operations | Jul 1, 2026 | Option exercise | +5,046 | – | – | 239,519 |
| Bonny W. Simi President of Operations | Jul 1, 2026 | Option exercise | +10,382 | – | – | 234,473 |
| Bonny W. Simi President of Operations | Jul 1, 2026 | Option exercise | +5,699 | – | – | 224,091 |
| JoeBen Bevirt CEO and Chief Architect, Director | Jul 1, 2026 | Option exercise | +17,659 | – | – | 255,459 |
| JoeBen Bevirt CEO and Chief Architect, Director | Jul 1, 2026 | Option exercise | +12,977 | – | – | 237,800 |
| Rodrigo Brumana Chief Financial Officer | Jul 1, 2026 | Option exercise | +5,046 | – | – | 86,740 |
| Didier Papadopoulos President of Aircraft OEM | Jun 16, 2026 | Sale(10b5-1 plan) | −1,975 | $9.42 | $18.60K | 148,455 |
| Didier Papadopoulos President of Aircraft OEM | Jun 15, 2026 | Sale(10b5-1 plan) | −5,999 | $9.83 | $58.97K | 150,430 |
| Didier Papadopoulos President of Aircraft OEM | Jun 14, 2026 | Option exercise | +11,641 | – | – | 156,429 |
| Rodrigo Brumana Chief Financial Officer | Jun 4, 2026 | Sale(10b5-1 plan) | −78,489 | $11.30 | $886.93K | 81,694 |
| Tetsuo Ogawa Director | Jun 2, 2026 | Option exercise | +19,157 | – | – | 85,029 |
| Kate DeHoff See Remarks | Jun 2, 2026 | Sale | −15,201 | $11.77 | $178.92K | 177,734 |
| Rodrigo Brumana Chief Financial Officer | Jun 2, 2026 | Sale | −140,716 | $11.77 | $1.66M | 160,183 |
| Dipender Saluja Director | Jun 2, 2026 | Option exercise | +19,157 | – | – | 191,435 |
| Laura Wright Director | Jun 2, 2026 | Option exercise | +19,157 | – | – | 134,800 |
| Michael P. Huerta Director | Jun 2, 2026 | Option exercise | +19,157 | – | – | 79,684 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| DeHoff Katherine Officer | Oct 13, 2026 | 8,279 | $42.15K | Oct 13, 2026 | Restricted Stock Units granted under issuer's 2016 Stock Option and Grant Plan |
| Bowles Gregory Officer | Oct 5, 2026 | 5,302 | $31.55K | Oct 5, 2026 | Restricted Stock Units |
| Bevirt JoeBen Officer, Director | Oct 2, 2026 | 15,789 | $93.94K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Sciarra Paul Director | Oct 2, 2026 | 62,500 | $380.36K | Oct 2, 2026 | Series B Preferred |
| DeHoff Katherine Officer | Oct 2, 2026 | 9,575 | $56.97K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Simi Bonny Officer | Oct 2, 2026 | 10,890 | $64.79K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Brumana Rodrigo Officer | Oct 2, 2026 | 2,601 | $15.48K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Papadopolous Didier Former Officer | Oct 2, 2026 | 10,857 | $64.60K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Novikov Sergey Officer | Oct 2, 2026 | 2,965 | $17.64K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Allison Eric Officer | Oct 2, 2026 | 9,331 | $55.52K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Bowles Gregory Officer | Oct 2, 2026 | 7,663 | $45.59K | Oct 2, 2026 | Restricted Stock Units granted under issuer's 2021 Incentive Award Plan |
| Bowles Gregory Officer | Sep 21, 2026 | 6,138 | $37.56K | Sep 21, 2026 | Restricted Stock Units |
| Papadopoulos Didier Officer | Sep 16, 2026 | 2,055 | $12.60K | Sep 16, 2026 | Restricted Stock Units |
| Joby Trust The Director, Officer | Sep 15, 2026 | 606,667 | $3.82M | Sep 15, 2026 | Conversion of Membership Interest |
| Papadopoulos Didier Former Officer | Sep 15, 2026 | 5,771 | $35.90K | Sep 15, 2026 | Restricted Stock Units granted under issuer's 2016 Stock Option and Grant Plan |