Position in JOBY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$448,551
-$3,786 QoQ
Shares Held
54,304
+58.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in JOBY Over Time
Shares Held
Position Value (USD)
Position in Airports & Air Services
Industrials · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $521,971 across 2 Airports & Air Services names. JOBY ranks #1 (85.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JOBY |
Joby Aviation, Inc.
This page
|
54,304 | $448,551 | |
| 2 | ASLE |
AerSale Corp
|
11,804 | $73,420 |
All Filings in JOBY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,551 | 54,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $452,337 | 34,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $479,422 | 29,704 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $241,056 | 22,849 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $143,926 | 23,908 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $172,486 | 21,216 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $2,135 | 435 | Shares | Sole | 2022-08-23 | |
| 2021-12-31 | $730 | 100 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||