Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JOBY AVIATION INC (JOBY)

503 + Investors. Track Smart Money conviction in JOBY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — JOBY

Based on 470 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added JOBY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
470 hedge funds hold JOBY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q
+164 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

286 buying195 selling
Last quarter: 286 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~116 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 66 → 80 → 121 → 116. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 38% new

■ 30% conviction (2yr+) ■ 32% medium ■ 38% new
Of the 470 current holders: 141 (30%) held >2 years, 150 held 1–2 years, and 179 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
🚀

Acceleration phase — new buyers rushing in

95 → 66 → 80 → 121 → 116 new funds/Q
New funds entering each quarter: 66 → 80 → 121 → 116. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 49% new entrants

■ 37% veterans ■ 14% 1-2yr ■ 49% new
Of 503 current holders: 186 (37%) held 2+ years, 69 held 1–2 years, 248 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
35 of 470 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JOBY

How many hedge funds hold JOBY — quarterly history vs. share price
Quarterly hedge fund ownership of JOBY vs. share price

Market Analysis: JOBY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JOBY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

55 top-rated funds 6 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: JOBY
2026 Q1 Stats Unlock in 20 days 503 + Investors

Track Smart Money conviction in JOBY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 503 462 8.87%
13F Shares 502M 495M 1.47%
Total Value $6.99B $7.95B -12.06%
New Positions 121 125 -4
Increased Positions 210 193 +17
Closed Positions 82 62 +20
Reduced Positions 157 127 +30
Total Calls 23 18 27.78%
Total Puts 19 23 -17.39%
PUT/CALL Ratio 0.83 1.28 Neutral

Statistics: JOBY

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

503 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JOBY. Verified SEC 13F-HR filings.

Top 25 institutional holders of JOBY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 UDINE WEALTH MANAGEMENT, INC. 1.02% 252,951 $2.1M
2 Bayforest Capital Ltd 0.34% 37,212 $307K
3 Green Alpha Advisors, LLC 0.33% 41,000 $339K
4 Bouvel Investment Partners, LLC 0.30% 125,925 $1.0M
5 Cobblestone Asset Management LLC 0.28% 74,900 $619K
6 Ground Swell Capital, LLC 0.27% 16,864 $139K
7 STEINBERGANNA WEALTH MANAGEMENT 0.18% 44,773 $370K
8 Vanguard Capital Wealth Advisors 0.17% 22,400 $185K
9 Elevate Capital Advisors, LLC 0.16% 30,413 $251K
10 EXCHANGE TRADED CONCEPTS, LLC 0.13% 2,274,746 $18.8M
11 Nautilus Advisors LLC 0.10% 17,188 $142K
12 Quantum Private Wealth, LLC 0.08% 32,200 $266K
13 NBC SECURITIES, INC. 0.07% 114,963 $950K
14 SBI Securities Co., Ltd. 0.06% 272,451 $2.3M
15 DKM Wealth Management, Inc. 0.06% 10,300 $85K
16 Realta Investment Advisors 0.06% 21,035 $174K
17 GoalVest Advisory LLC 0.05% 33,500 $277K
18 Yarbrough Capital, LLC 0.05% 167,483 $1.4M
19 FSA WEALTH PARTNERS, INC. 0.05% 11,460 $95K
20 Heritage Wealth Management, Inc. 0.04% 11,000 $91K
21 Counterpoint Mutual Funds LLC 0.04% 32,541 $269K
22 Meritas Wealth Management, LLC 0.04% 10,314 $85K
23 Intellectus Partners, LLC 0.04% 22,450 $185K
24 USS Investment Management Ltd 0.03% 1,072,983 $8.9M
25 MATAURO, LLC 0.03% 26,475 $219K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JOBY AVIATION INC (JOBY)

What does the Smart Money Trend signal show for JOBY?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added JOBY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JOBY?

Slight buying edge — 59% buying: Last quarter: 286 funds bought or added vs 195 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JOBY holders?

Strong quality — 24% AUM from major funds: 35 of 470 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JOBY?

Mixed — 30% long-term, 38% new: Of the 470 current holders: 141 (30%) held >2 years, 150 held 1–2 years, and 179 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.