David M. Polen
Polen Capital Management
Polen Capital Management JOBY AVIATION INC stake
total: 588
Polen Capital Management JOBY trades
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 2
- Reduced:
- 2
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 332,157 JOBY AVIATION INC (JOBY) shares with a market value of roughly $2.96M accounting for 0.03% of the overall portfolio. To date, the estimated cost basis is nearly $10.18 for "buy" trades and estimated average "sell" price is $14.24. Polen Capital Management first purchased JOBY in 2025 Q2, initially acquiring 355,465 shares. Since the initial investment in JOBY AVIATION INC (JOBY), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy JOBY AVIATION INC (JOBY)?
Polen Capital Management first invested in JOBY AVIATION INC (JOBY) in 2025 Q2 at the reported quarter-end price of $10.55 per share.
What's the cost basis of Polen Capital Management's JOBY stake?
The estimated cost basis for JOBY AVIATION INC (JOBY) stake is around $10.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $10.18
- Weighted AVG sell price:
- $14.24
Polen Capital Management's historical trades in JOBY AVIATION INC
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.03%
|
332,157
|
$8.92
|
$2,962,840
|
+12.69% (+37,403)
|
+0%
|
|
2026 Q1
|
0.02%
|
294,754
|
$8.26
|
$2,434,668
|
+17.87% (+44,687)
|
+0%
|
|
2025 Q4
|
0.01%
|
250,067
|
$13.20
|
$3,300,884
|
-21.43% (-68,200)
|
-0%
|
|
2025 Q3
|
0.02%
|
318,267
|
$16.14
|
$5,136,829
|
-10.46% (-37,198)
|
-0%
|
|
2025 Q2
|
0.01%
|
355,465
|
$10.55
|
$3,750,156
|
new
|
+0.01%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.