AIRBNB INC ABNB
COM CL A · Common Stock · CUSIP 009066101 · ISIN US0090661010
American online platform for rental accommodations
- SectorIndustrials
- IndustryServices-To Dwellings & Other Buildings
- HeadquartersSan Francisco, CA
- Founded2008
- Websiteairbnb.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($74.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $85.52. Options: 53 managers hold calls ($1.6bn notional), 51 hold puts ($2.2bn).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 973 |
| Q4 2022 | 946 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.7bn | $3.1bn | 1.15 |
| Q4 2022 | $1.6bn | $2.2bn | 1.35 |
Biggest buyers
| FMR LLC | Added | +3.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.3m |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +1.1m |
| Findlay Park Partners LLP | New | +1.1m |
| J.P. Morgan Private Wealth Advisors LLC | Added | +1.1m |
| NORGES BANK | Added | +1.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +940.0k |
| GOLDMAN SACHS GROUP INC | Added | +700.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +699.7k |
Biggest sellers
| JENNISON ASSOCIATES LLC | Reduced | -1.9m |
| 1832 Asset Management L.P. | Reduced | -1.7m |
| MARSHALL WACE, LLP | Sold out | -1.1m |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -857.1k |
| LORD, ABBETT & CO. LLC | Sold out | -803.7k |
| D. E. Shaw & Co., Inc. | Reduced | -773.1k |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -719.4k |
| Bridgewater Associates, LP | Reduced | -588.7k |
| FRANKLIN RESOURCES INC | Reduced | -529.6k |
| COATUE MANAGEMENT LLC | Sold out | -526.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $354.3m4.1m shares |
| CITADEL ADVISORS LLC | Added | $334.3m3.9m shares |
| Parallax Volatility Advisers, L.P. | Added | $97.0m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $95.9m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $94.4m1.1m shares |
| Walleye Trading LLC | Added | $86.1m1.0m shares |
| IMC-Chicago, LLC | Reduced | $60.5m707.5k shares |
| CTC LLC | Reduced | $46.3m5.4k shares |
| WOLVERINE TRADING, LLC | Added | $45.7m534.7k shares |
| Twin Tree Management, LP | Reduced | $42.6m498.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $406.2m4.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $322.7m3.8m shares |
| D. E. Shaw & Co., Inc. | Added | $174.1m2.0m shares |
| Parallax Volatility Advisers, L.P. | Added | $130.3m1.5m shares |
| JANE STREET GROUP, LLC | Reduced | $108.2m1.3m shares |
| BARCLAYS PLC | First filing | $91.4m1.1m shares |
| Twin Tree Management, LP | Reduced | $90.4m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $87.2m1.0m shares |
| CMT Capital Markets Trading GmbH | Added | $86.6m1.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $80.5m941.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Chesky Brian 13G · exempt (held before listing) -0.1 pts · filed 2026-08-14 | 13.6% |
| Blecharczyk Nathan 13G · exempt (held before listing) +0.1 pts · filed 2026-08-14 | 9.9% |
| Gebbia Joseph 13G · exempt (held before listing) -0.1 pts · filed 2026-08-14 | 7.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 8 | $454.6m | — |
| Q1 2022 | 0 | — | 6 | $348.1m | — |
| Q2 2022 | 0 | — | 6 | $285.3m | — |
| Q3 2022 | 0 | — | 6 | $178.3m | — |
| Q4 2022 | 0 | — | 5 | $158.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-27 | Gebbia Joseph Director | Sold | $20.9m250.0k shares |
| 2022-12-27 | Gebbia Joseph Director | Sold | $978.4k11.6k shares |
| 2022-12-27 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $423.9k5.0k shares |
| 2022-12-15 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $228.9k2.5k shares |
| 2022-12-13 | Gebbia Joseph Director · By Sycamore Trust | Sold | $23.8m250.0k shares |
| 2022-12-01 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $253.7k2.5k shares |
| 2022-11-28 | Gebbia Joseph Director | Sold | $23.9m250.0k shares |
| 2022-11-28 | Gebbia Joseph Director | Sold | $1.0m10.6k shares |
| 2022-11-28 | Gebbia Joseph Director | Sold | $842.5k8.8k shares |
| 2022-11-25 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $48.5k500 shares |
| 2022-11-22 | POWELL CATHERINE C Global Head of Hosting | Sold | $473.4k5.1k shares |
| 2022-11-17 | Johnson Belinda J. Director | Sold | $101.8k1.0k shares |
| 2022-11-15 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $272.8k2.5k shares |
| 2022-11-14 | Gebbia Joseph Director · By Sycamore Trust | Sold | $26.7m250.0k shares |
| 2022-11-01 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $277.5k2.5k shares |
| 2022-10-27 | Gebbia Joseph Director | Sold | $28.3m250.0k shares |
| 2022-10-27 | Gebbia Joseph Director | Sold | $1.3m11.6k shares |
| 2022-10-20 | Johnson Belinda J. Director | Sold | $116.3k1.0k shares |
| 2022-10-18 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold | $360.0k3.0k shares |
| 2022-10-17 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $280.8k2.5k shares |
| 2022-10-13 | Gebbia Joseph Director · By Sycamore Trust | Sold | $27.5m250.0k shares |
| 2022-10-03 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $263.7k2.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 22.6m $1.9bn | Added +306.0k |
| FMR LLC 0.19% of their portfolio | 22.5m $1.9bn | Added +3.5m |
| Capital Research Global Investors 0.48% of their portfolio | 18.4m $1.6bn | Added +71.5k |
| BlackRock Inc. 0.05% of their portfolio | 17.3m $1.5bn | Reduced -2.2k |
| POLEN CAPITAL MANAGEMENT LLC 2.95% of their portfolio | 11.8m $1.0bn | Reduced -857.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.17% of their portfolio | 10.2m $871.4m | Added +1.4m |
| RENAISSANCE TECHNOLOGIES LLC 1.01% of their portfolio | 8.6m $735.5m | Added +1.3m |
| JENNISON ASSOCIATES LLC 0.74% of their portfolio | 8.5m $730.3m | Reduced -1.9m |
| Capital World Investors 0.15% of their portfolio | 8.0m $687.3m | Added +318.8k |
| STATE STREET CORP 0.04% of their portfolio | 7.9m $674.4m | Reduced -94.8k |
| Artisan Partners Limited Partnership 0.86% of their portfolio | 5.7m $486.5m | Reduced -330.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 4.3m $370.2m | Added +140.3k |
| NORGES BANK 0.08% of their portfolio | 3.9m $332.4m | Added +1.0m |
| MORGAN STANLEY 0.04% of their portfolio | 3.7m $314.2m | Reduced -176.5k |
| SANDS CAPITAL MANAGEMENT, LLC 1.01% of their portfolio | 3.1m $267.6m | Reduced -719.4k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.9m $249.0m | Reduced -108.6k |
| Invesco Ltd. 0.07% of their portfolio | 2.9m $247.7m | Added +22.5k |
| TWO SIGMA ADVISERS, LP 0.68% of their portfolio | 2.9m $244.5m | Added +196.2k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 2.7m $228.3m | Added +700.0k |
| J.P. Morgan Private Wealth Advisors LLC 0.48% of their portfolio | 2.5m $215.4m | Added +1.1m |
| AMERICAN CENTURY COMPANIES INC 0.17% of their portfolio | 2.5m $210.8m | Added +377.9k |
| LOOMIS SAYLES & CO L P 0.42% of their portfolio | 2.4m $208.6m | Reduced -124.0k |
| TWO SIGMA INVESTMENTS, LP 0.64% of their portfolio | 2.3m $198.8m | Added +221.2k |
| Temasek Holdings (Private) Ltd 1.15% of their portfolio | 2.3m $197.5m | Unchanged |
| Legal & General Group Plc 0.07% of their portfolio | 2.1m $179.3m | Reduced -100.5k |
| FIL Ltd 0.21% of their portfolio | 2.0m $172.9m | Added +596.4k |
| Robeco Institutional Asset Management B.V. 0.48% of their portfolio | 1.9m $166.2m | Added +466.5k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 1.9m $161.7m | Reduced -39.0k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.8m $151.2m | Reduced -529.6k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 1.6m $137.5m | Added +596.7k |
| Clearbridge Investments, LLC 0.14% of their portfolio | 1.6m $136.9m | Added +170.4k |
| Swiss National Bank 0.09% of their portfolio | 1.5m $131.8m | Reduced -86.3k |
| FIRST TRUST ADVISORS LP 0.15% of their portfolio | 1.5m $125.3m | Added +43.0k |
| SEI INVESTMENTS CO 0.25% of their portfolio | 1.3m $111.8m | Reduced -53.9k |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 1.3m $109.3m | Added +940.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.3m $107.2m | Added +32.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio | 1.2m $106.7m | Added +1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.2m $105.3m | Reduced -144.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 1.2m $104.0m | Added +87.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $101.2m | Reduced -55.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.55% of their portfolio | 1.2m $99.1m | Added +699.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 1.1m $96.2m | Reduced -9.1k |
| Findlay Park Partners LLP 1.04% of their portfolio | 1.1m $95.9m | New |
| BARCLAYS PLC 0.08% of their portfolio | 1.1m $95.4m | First filing |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 1.1m $91.5m | Reduced -270.5k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.1m $91.0m | Added +114.8k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.0m $86.4m | Reduced -96.8k |
| PICTET ASSET MANAGEMENT SA 0.12% of their portfolio | 990.6k $84.7m | Reduced -187.6k |
| HMI Capital Management, L.P. 3.32% of their portfolio | 908.7k $77.7m | Added +613.2k |
| CREDIT SUISSE AG/ 0.08% of their portfolio | 883.9k $75.6m | Added +318.5k |
| SC US (TTGP), LTD. 0.98% of their portfolio | 868.3k $74.2m | Reduced -1.9k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 829.5k $70.2m | Added +443.5k |
| California Public Employees Retirement System 0.06% of their portfolio | 827.3k $70.7m | Reduced -33.9k |
| Hyperion Asset Management Ltd 4.37% of their portfolio | 788.5k $67.4m | Reduced -153.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.10% of their portfolio | 752.5k $64.3m | Added +156.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.31% of their portfolio | 736.9k $63.0m | Added +154.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 734.5k $62.8m | Reduced -1.6k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 718.5k $61.4m | Reduced -773.1k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 2.00% of their portfolio | 694.8k $59.4m | Reduced -154.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 647.4k $55.3m | Added +10.6k |
| CITIGROUP INC 0.08% of their portfolio | 639.6k $54.7m | Added +88.0k |
| Polar Capital Holdings Plc 0.44% of their portfolio | 638.7k $54.6m | Reduced -369.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.08% of their portfolio | 624.5k $53.1m | Added +601.2k |
| BLAIR WILLIAM & CO/IL 0.23% of their portfolio | 619.7k $53.0m | Reduced -70.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.10% of their portfolio | 611.1k $52.2m | Reduced -298.1k |
| Paragon Capital Management Ltd 13.45% of their portfolio | 590.4k $50.5m | Unchanged |
| PANAGORA ASSET MANAGEMENT INC 0.32% of their portfolio | 570.7k $48.8m | Added +253.8k |
| National Pension Service 0.09% of their portfolio | 562.2k $48.1m | Added +71.1k |
| Ardevora Asset Management LLP 0.75% of their portfolio | 512.3k $43.8m | Added +50.6k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 510.3k $43.6m | Reduced -7.9k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 501.9k $42.9m | Added +42.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio | 486.6k $41.6m | Reduced -48.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.32% of their portfolio | 476.5k $40.7m | Added +9.6k |
| GILDER GAGNON HOWE & CO LLC 0.72% of their portfolio | 450.7k $38.5m | Reduced -73.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 438.5k $37.5m | Added +100.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 438.2k $37.5m | Added +6.2k |
| Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio | 429.4k $36.7m | Reduced -20.6k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 393.5k $33.6m | Added +4.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 391.1k $33.2m | Added +6.7k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 387.9k $33.2m | Reduced -60.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 366.5k $31.4m | Reduced -29.4k |
| Sixth Street Partners Management Company, L.P. 3.17% of their portfolio | 333.3k $28.5m | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 329.3k $28.2m | Reduced -41.6k |
| Korea Investment CORP 0.08% of their portfolio | 315.5k $27.0m | Added +81.4k |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 314.9k $26.9m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.15% of their portfolio | 314.6k $26.9m | Added +274.3k |
| LGT Group Foundation 0.83% of their portfolio | 311.3k $26.6m | Added +36.8k |
| Fullerton Fund Management Co Ltd. 1.95% of their portfolio | 306.1k $26.2m | Added +197.4k |
| ProShare Advisors LLC 0.09% of their portfolio | 301.3k $25.8m | Reduced -41.7k |
| PAR CAPITAL MANAGEMENT INC 0.92% of their portfolio | 300.0k $25.6m | Added +1.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 299.6k $25.6m | Added +33.6k |
| US BANCORP \DE\ 0.05% of their portfolio | 297.5k $25.4m | Added +4.2k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 294.0k $25.1m | Reduced -193.4k |
| Amundi 0.02% of their portfolio | 293.1k $27.7m | Added +66.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.57% of their portfolio | 291.0k $24.9m | Added +191.3k |
| E. Ohman J:or Asset Management AB 1.05% of their portfolio | 281.6k $24.1m | New |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 280.7k $24.0m | Added +59.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.08% of their portfolio | 276.6k $23.6m | Reduced -19.8k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 275.6k $23.6m | Added +229.1k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 273.6k $23.4m | Added +156.8k |