Baillie Gifford & Co
JOBY icon

Baillie Gifford & Co’s Joby Aviation JOBY Stock Holding History

Baillie Gifford & Co’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
Q2 		$545M Sell
61,139,048
-1,280,755
-2% -$12.4M 0.49% 43
2026
Q1 		$516M Buy
62,419,803
+12,849,048
+26% +$145M 0.53% 41
2025
Q4 		$654M Sell
49,570,755
-850,198
-2% -$13M 0.54% 39
2025
Q3 		$814M Sell
50,420,953
-2,403,776
-5% -$36.5M 0.6% 30
2025
Q2 		$557M Sell
52,824,729
-1,052,579
-2% -$7.62M 0.42% 43
2025
Q1 		$324M Sell
53,877,308
-1,154,857
-2% -$8.65M 0.28% 65
2024
Q4 		$447M Buy
55,032,165
+2,281,161
+4% +$15.1M 0.34% 56
2024
Q3 		$265M Sell
52,751,004
-118,555
-0.2% -$645K 0.2% 86
2024
Q2 		$270M Sell
52,869,559
-1,088,282
-2% -$5.42M 0.21% 84
2024
Q1 		$289M Sell
53,957,841
-2,362,600
-4% -$13.4M 0.23% 82
2023
Q4 		$375M Buy
56,320,441
+5,267,436
+10% +$32.4M 0.3% 72
2023
Q3 		$329M Sell
51,053,005
-819,710
-2% -$6.46M 0.3% 75
2023
Q2 		$532M Buy
51,872,715
+44,186,571
+575% +$239M 0.45% 53
2023
Q1 		$33.4M Hold
7,686,144
– – 0.03% 168
2022
Q4 		$25.7M Buy
7,686,144
+449
+0% +$1.82K 0.03% 179
2022
Q3 		$33.3M Buy
7,685,695
+8,495
+0.1% +$46.6K 0.03% 165
2022
Q2 		$37.7M Hold
7,677,200
– – 0.04% 168
2022
Q1 		$50.8M Hold
7,677,200
– – 0.04% 171
2021
Q4 		$56M Hold
7,677,200
– – 0.03% 177
2021
Q3 		$77.2M Buy
+7,677,200
New +$77.4M 0.04% 154

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 1-Year Est. Return

Baillie Gifford & Co's JOBY Position: Q2 2026 in Review

Baillie Gifford & Co reduced its Joby Aviation (JOBY) stake by 2.1% in Q2 2026, selling an estimated $12.4M and leaving 61,139,048 shares worth $545M. The position accounts for 0.49% of the portfolio, ranked #43.

Baillie Gifford & Co first reported a position in JOBY in Q3 2021 and has held it in 20 quarters since. The position peaked at $814M in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Baillie Gifford & Co held 61,139,048 shares of Joby Aviation worth $545M as of Q2 2026.
  • Baillie Gifford & Co sold 1,280,755 Joby Aviation shares in Q2 2026, an estimated $12.4M.
  • Joby Aviation made up 0.49% of Baillie Gifford & Co's portfolio in Q2 2026, its #43 holding.
  • Baillie Gifford & Co first reported a position in Joby Aviation in Q3 2021 and has held it in 20 quarters since.
  • Baillie Gifford & Co's Joby Aviation position peaked at $814M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Baillie Gifford & Co's 13F filing for Q2 2026, filed 6 Aug 2026.