Joby Aviation, Inc. (JOBY) Institutional Ownership & 13F Filings (Q2 2026)

Joby Aviation signed a stock purchase agreement on August 8, 2026 to buy 100% of the outstanding stock of Strix Holdings, Inc., which indirectly owns Resonant Sciences, LLC through its subsidiaries. The base purchase price is $500 million, mostly in cash, but approximately $50 million of the total consideration is expected to be paid in Joby common stock to management holders, with the share count based on a $7.4752 per-share VWAP. The deal is subject to customary closing conditions, including regulatory and national security approvals, and the excerpt cuts off before all termination details are disclosed.

Joby Aviation announced its Q2 2026 financial results on August 5, 2026, in this 8-K filing, which attaches a press release and a letter to shareholders. The filing itself doesn't show actual numbers like revenue or net income, so we have no way to gauge the quarter's performance from this excerpt alone. It's a routine earnings notification; the real data sits in the exhibits. Also, the company notes the exhibits are “furnished” rather than “filed,” a legal distinction that makes no practical difference for investors.

Joby Aviation (ticker JOBY) issued a reminder on July 28 that its publicly traded warrants (symbol JOBY WS) will expire on Monday, August 10, 2026, with the last day of trading on August 7. As of June 30, there were about 14.2 million warrants outstanding, each exercisable for one share of common stock at $11.50 per share.

Joby Aviation, through its subsidiary, formed a joint venture with Toyota called JTAMPC to manufacture its S4 Series eVTOL aircraft. Joby holds a 49% stake in the joint venture for a $0.98 million cash investment, while Toyota holds 51% for $1.02 million. The joint venture's board will have five directors—two from Joby and three from Toyota—and certain major decisions require approval from both parties or solely from Toyota. The companies will negotiate an exclusive manufacturing supply agreement and intellectual property licensing terms before the first funding milestone.