What smart money is saying about Joby
JOBY
No fund has written a full thesis on Joby in our archive, but 2 fund letters report a position in it — most recently Baillie Gifford Positive Change Strategy in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2025 and Q3 2026, 2 fund letters reported a position in Joby — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
“We sold Joby this quarter, a pioneer electrical vertical take-off and landing aircraft company, due to it no longer meeting our impact objective.”
Joby - December 2025
“The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, Joby Aviation, and Powell Industries.”
Joby
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