Caption Management’s Joby Aviation JOBY Stock Holding History

Caption Management’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
2025 Q4	–	Sell	-25,000	Closed	-$404K	–	1838
2025 Q3	$404K	Buy	+25,000	New	+$380K	﹤0.01%	1344
2024 Q1	–	Sell	-141,100	Closed	-$938K	–	1443
2023 Q4	$938K	Hold	141,100	–	–	0.01%	821
2023 Q3	$910K	Buy	+141,100	New	+$1.11M	0.01%	791
2021 Q4	–	Sell	-50,000	Closed	-$503K	–	1767
2021 Q3	$503K	Hold	50,000	–	–	0.01%	1198
2021 Q2	$500K	Buy	+50,000	New	+$500K	0.01%	1038

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAL

Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caption Management's JOBY Position: Q1 2023 in Review

Caption Management sold out of Joby Aviation (JOBY) in Q1 2023, closing a stake of 15,000 shares — an estimated $50.3K sold.

Caption Management first reported a position in JOBY in Q1 2022 and held it in 4 quarters. The position peaked at $166K in Q1 2022. 178 funds tracked by Wall St. Rank hold JOBY as of Q1 2023.

Caption Management reported no remaining Joby Aviation position as of Q1 2023 after selling out during the quarter.
Caption Management sold 15,000 Joby Aviation shares in Q1 2023, an estimated $50.3K.
Caption Management first reported a position in Joby Aviation in Q1 2022 and held it in 4 quarters.
Caption Management's Joby Aviation position peaked at $166K in Q1 2022.
178 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2023.

Based on Caption Management's 13F filing for Q1 2023, filed 15 May 2023.