Allen Operations’s Joby Aviation JOBY Stock Holding History

Allen Operations’s Portfolio JOBY Stock Details JOBY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.43M	Hold	1,557,888	–	–	0.97%	16
2026 Q2	$13.9M	Hold	1,557,888	–	–	1.93%	14
2026 Q1	$12.9M	Hold	1,557,888	–	–	1.92%	15
2025 Q4	$20.6M	Hold	1,557,888	–	–	2.57%	13
2025 Q3	$25.1M	Hold	1,557,888	–	–	3%	11
2025 Q2	$16.4M	Hold	1,557,888	–	–	2.26%	11
2025 Q1	$9.38M	Hold	1,557,888	–	–	1.54%	16
2024 Q4	$12.7M	Hold	1,557,888	–	–	2.01%	15
2024 Q3	$7.84M	Hold	1,557,888	–	–	1.32%	18
2024 Q2	$7.95M	Hold	1,557,888	–	–	1.55%	17
2024 Q1	$8.35M	Hold	1,557,888	–	–	1.59%	17
2023 Q4	$10.4M	Hold	1,557,888	–	–	2.06%	15
2023 Q3	$10M	Hold	1,557,888	–	–	2.22%	16
2023 Q2	$16M	Hold	1,557,888	–	–	3.55%	14
2023 Q1	$6.76M	Hold	1,557,888	–	–	1.71%	16
2022 Q4	$5.22M	Hold	1,557,888	–	–	1.39%	18
2022 Q3	$6.75M	Hold	1,557,888	–	–	1.8%	17
2022 Q2	$7.65M	Hold	1,557,888	–	–	1.92%	17
2022 Q1	$10.3M	Hold	1,557,888	–	–	1.82%	18
2021 Q4	$11.4M	Hold	1,557,888	–	–	1.58%	19
2021 Q3	$15.7M	Buy	+1,557,888	New	+$15.7M	2.43%	17

Other funds holding JOBY

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Allen Operations's JOBY Position: Q3 2026 in Review

Allen Operations held its Joby Aviation (JOBY) position steady in Q3 2026 at 1,557,888 shares worth $9.43M. The position accounts for 0.97% of the portfolio, ranked #16.

Allen Operations first reported a position in JOBY in Q3 2021 and has held it in 21 quarters since. The position peaked at $25.1M in Q3 2025. 245 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Allen Operations held 1,557,888 shares of Joby Aviation worth $9.43M as of Q3 2026.
Allen Operations left its Joby Aviation share count unchanged in Q3 2026.
Joby Aviation made up 0.97% of Allen Operations's portfolio in Q3 2026, its #16 holding.
Allen Operations first reported a position in Joby Aviation in Q3 2021 and has held it in 21 quarters since.
Allen Operations's Joby Aviation position peaked at $25.1M in Q3 2025.
245 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.