Polen Capital Management
JOBY icon

Polen Capital Management’s Joby Aviation JOBY Stock Holding History

Polen Capital 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
2026
Q2 		$2.96M Buy
332,157
+37,403
+13% +$361K 0.03% 93
2026
Q1 		$2.43M Buy
294,754
+44,687
+18% +$503K 0.02% 90
2025
Q4 		$3.3M Sell
250,067
-68,200
-21% -$1.05M 0.01% 71
2025
Q3 		$5.14M Sell
318,267
-37,198
-10% -$565K 0.02% 63
2025
Q2 		$3.75M Buy
+355,465
New +$2.57M 0.01% 57

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

Polen Capital Management's JOBY Position: Q2 2026 in Review

Polen Capital Management increased its Joby Aviation (JOBY) stake by 13% in Q2 2026, buying an estimated $361K and bringing the position to 332,157 shares worth $2.96M. The position accounts for 0.03% of the portfolio, ranked #93.

Polen Capital Management first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.14M in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Polen Capital Management held 332,157 shares of Joby Aviation worth $2.96M as of Q2 2026.
  • Polen Capital Management bought 37,403 Joby Aviation shares in Q2 2026, an estimated $361K.
  • Joby Aviation made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #93 holding.
  • Polen Capital Management first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • Polen Capital Management's Joby Aviation position peaked at $5.14M in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.