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Caprock Group’s Joby Aviation JOBY Stock Holding History

Caprock Group’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 		$874K Sell
97,944
-713
-0.7% -$6.89K 0.02% 668
2026
Q1 		$815K Buy
98,657
+3,872
+4% +$43.6K 0.02% 600
2025
Q4 		$1.25M Sell
94,785
-29,876
-24% -$459K 0.03% 547
2025
Q3 		$1.76M Buy
+124,661
New +$1.89M 0.04% 385
2025
Q1 		$1.25M Buy
206,951
+82,547
+66% +$618K 0.04% 402
2024
Q4 		$1.01M Hold
124,404
– – 0.03% 417
2024
Q3 		$626K Buy
124,404
+79,896
+180% +$435K 0.02% 507
2024
Q2 		$227K Hold
44,508
– – 0.01% 769
2024
Q1 		$239K Buy
+44,508
New +$252K 0.01% 633
2023
Q4 		– Sell
-32,551
Closed -$210K – 709
2023
Q3 		$210K Hold
32,551
– – 0.02% 600
2023
Q2 		$334K Hold
32,551
– – 0.02% 474
2023
Q1 		$141K Buy
32,551
+4,830
+17% +$20K 0.01% 612
2022
Q4 		$92.9K Sell
27,721
-163
-0.6% -$660 0.01% 537
2022
Q3 		$121K Buy
27,884
+4,841
+21% +$26.6K 0.01% 539
2022
Q2 		$113K Hold
23,043
– – 0.01% 532
2022
Q1 		$153K Buy
23,043
+288
+1% +$1.49K 0.01% 577
2021
Q4 		$166K Buy
+22,755
New +$189K 0.01% 557

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

Caprock Group's JOBY Position: Q2 2026 in Review

Caprock Group reduced its Joby Aviation (JOBY) stake by 0.72% in Q2 2026, selling an estimated $6.89K and leaving 97,944 shares worth $874K. The position accounts for 0.02% of the portfolio, ranked #668.

Caprock Group first reported a position in JOBY in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.76M in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Caprock Group held 97,944 shares of Joby Aviation worth $874K as of Q2 2026.
  • Caprock Group sold 713 Joby Aviation shares in Q2 2026, an estimated $6.89K.
  • Joby Aviation made up 0.02% of Caprock Group's portfolio in Q2 2026, its #668 holding.
  • Caprock Group first reported a position in Joby Aviation in Q4 2021 and has held it in 17 quarters since.
  • Caprock Group's Joby Aviation position peaked at $1.76M in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.