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 ($57.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $128.13. Options: 59 managers hold calls ($2.0bn notional), 56 hold puts ($2.8bn).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 973 |
| Q4 2022 | 946 |
| Q1 2023 | 1,050 |
| Q2 2023 | 1,035 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 361 | 529 |
| Q1 2023 | 546 | 407 |
| Q2 2023 | 508 | 475 |
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 |
| Q1 2023 | $2.0bn | $3.0bn | 1.47 |
| Q2 2023 | $2.0bn | $2.8bn | 1.40 |
Biggest buyers
| Capital World Investors | Added | +10.7m |
| EDGEWOOD MANAGEMENT LLC | Added | +3.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.3m |
| JANE STREET GROUP, LLC | Added | +1.5m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +1.2m |
| NORGES BANK | Added | +1.2m |
| BlackRock Inc. | Added | +1.1m |
| Capital Research Global Investors | Added | +1.1m |
| Orbis Allan Gray Ltd | New | +892.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +740.1k |
Biggest sellers
| FMR LLC | Reduced | -23.0m |
| J.P. Morgan Private Wealth Advisors LLC | Sold out | -2.4m |
| LORD, ABBETT & CO. LLC | Sold out | -1.4m |
| JPMORGAN CHASE & CO | Reduced | -1.4m |
| GOLDMAN SACHS GROUP INC | Reduced | -771.1k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -760.0k |
| D. E. Shaw & Co., Inc. | Reduced | -748.7k |
| 1832 Asset Management L.P. | Reduced | -609.3k |
| MARSHALL WACE, LLP | Sold out | -455.9k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -437.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $462.8m3.6m shares |
| CITADEL ADVISORS LLC | Added | $314.2m2.5m shares |
| JANE STREET GROUP, LLC | Reduced | $139.2m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $125.5m979.1k shares |
| D. E. Shaw & Co., Inc. | Added | $82.7m645.1k shares |
| UBS Group AG | Added | $82.1m640.9k shares |
| IMC-Chicago, LLC | Reduced | $77.8m607.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $64.7m516.9k shares |
| CTC LLC | Added | $58.5m4.6k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $56.8m443.3k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $422.1m3.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $361.5m2.8m shares |
| Twin Tree Management, LP | Added | $196.0m1.5m shares |
| JANE STREET GROUP, LLC | Added | $186.7m1.5m shares |
| Parallax Volatility Advisers, L.P. | Added | $183.5m1.4m shares |
| D. E. Shaw & Co., Inc. | Reduced | $171.1m1.3m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $116.4m908.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $115.1m897.9k shares |
| Squarepoint Ops LLC | Added | $98.5m768.4k shares |
| Capital Markets Trading UK LLP | Added | $85.4m666.2k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 6 | $544.1m | — |
| Q2 2023 | 0 | — | 7 | $378.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-27 | Gebbia Joseph Director · By Sycamore Trust | Sold | $64.4m516.7k shares |
| 2023-06-27 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $342.1k2.8k shares |
| 2023-06-26 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $338.2k2.8k shares |
| 2023-06-15 | Gebbia Joseph Director · By Sycamore Trust | Sold | $20.9m166.7k shares |
| 2023-06-15 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $2.6m20.0k shares |
| 2023-06-14 | Gebbia Joseph Director · By Sycamore Trust | Sold | $75.7m606.3k shares |
| 2023-06-14 | Gebbia Joseph Director | Sold | $1.4m11.5k shares |
| 2023-06-13 | Gebbia Joseph Director · By Sycamore Trust | Sold | $8.2m65.6k shares |
| 2023-06-13 | Gebbia Joseph Director | Sold | $979.5k7.8k shares |
| 2023-06-01 | Chesky Brian CEO and Chairman, director | Sold | $3.4m30.0k shares |
| 2023-06-01 | Stephenson Dave Chief Financial Officer | Sold | $540.3k4.9k shares |
| 2023-05-31 | Gebbia Joseph Director · By Sycamore Trust | Sold | $37.0m350.0k shares |
| 2023-05-25 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $53.0k500 shares |
| 2023-05-23 | Lin Alfred Director · Sequoia Capital U.S. Venture 2010-Seed Fund, L.P. | Sold | $867.2k8.2k shares |
| 2023-05-22 | Stephenson Dave Chief Financial Officer | Sold | $693.1k6.5k shares |
| 2023-05-22 | POWELL CATHERINE C Global Head of Hosting | Sold | $265.0k2.4k shares |
| 2023-05-12 | Gebbia Joseph Director · By Sycamore Trust | Sold | $37.9m350.0k shares |
| 2023-05-12 | Stephenson Dave Chief Financial Officer | Sold | $547.8k4.9k shares |
| 2023-05-08 | Gebbia Joseph Director · By Sycamore Trust | Sold | $41.7m333.3k shares |
| 2023-04-27 | Gebbia Joseph Director · By Sycamore Trust | Sold | $39.7m350.0k shares |
| 2023-04-18 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $329.5k2.8k shares |
| 2023-04-18 | Johnson Belinda J. Director | Sold | $240.0k2.0k shares |
| 2023-04-11 | Gebbia Joseph Director · By Sycamore Trust | Sold | $39.7m350.0k shares |
| 2023-04-11 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $312.3k2.8k shares |
| 2023-04-04 | BALOGH ARISTOTLE N Chief Technology Officer | Sold | $334.6k2.8k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.07% of their portfolio | 23.9m $3.1bn | Added +556.8k |
| FMR LLC 0.25% of their portfolio | 22.9m $2.9bn | Reduced -23.0m |
| Capital World Investors 0.51% of their portfolio | 20.5m $2.6bn | Added +10.7m |
| BlackRock Inc. 0.07% of their portfolio | 19.0m $2.4bn | Added +1.1m |
| Capital Research Global Investors 0.56% of their portfolio | 16.4m $2.1bn | Added +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.37% of their portfolio | 15.3m $2.0bn | Added +2.3m |
| POLEN CAPITAL MANAGEMENT LLC 3.67% of their portfolio | 11.6m $1.5bn | Reduced -348.1k |
| EDGEWOOD MANAGEMENT LLC 3.63% of their portfolio | 9.3m $1.2bn | Added +3.4m |
| JENNISON ASSOCIATES LLC 0.95% of their portfolio | 9.0m $1.2bn | Added +21.8k |
| STATE STREET CORP 0.06% of their portfolio | 8.5m $1.1bn | Added +462.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.98% of their portfolio | 5.3m $678.5m | Reduced -760.0k |
| NORGES BANK 0.13% of their portfolio | 5.2m $668.3m | Added +1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 4.7m $606.7m | Added +273.3k |
| MORGAN STANLEY 0.06% of their portfolio | 4.6m $587.1m | Added +462.1k |
| Artisan Partners Limited Partnership 0.91% of their portfolio | 4.4m $566.6m | Reduced -430.0k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 3.4m $435.8m | Reduced -1.4m |
| NORTHERN TRUST CORP 0.08% of their portfolio | 3.1m $395.7m | Added +130.8k |
| Invesco Ltd. 0.10% of their portfolio | 2.9m $368.3m | Added +182.4k |
| SANDS CAPITAL MANAGEMENT, LLC 1.13% of their portfolio | 2.8m $364.3m | Reduced -110.3k |
| Legal & General Group Plc 0.10% of their portfolio | 2.4m $313.6m | Added +297.1k |
| LOOMIS SAYLES & CO L P 0.48% of their portfolio | 2.3m $298.0m | Reduced -89.5k |
| AMERICAN CENTURY COMPANIES INC 0.22% of their portfolio | 2.3m $291.8m | Added +18.6k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.1m $273.4m | Added +302.7k |
| Clearbridge Investments, LLC 0.24% of their portfolio | 2.1m $271.4m | Added +363.1k |
| Robeco Institutional Asset Management B.V. 0.69% of their portfolio | 2.1m $265.0m | Added +95.8k |
| JANE STREET GROUP, LLC 0.34% of their portfolio | 2.0m $252.4m | Added +1.5m |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 2.0m $250.9m | Added +409.4k |
| Temasek Holdings (Private) Ltd 1.39% of their portfolio | 1.9m $240.3m | Unchanged |
| TWO SIGMA ADVISERS, LP 0.57% of their portfolio | 1.7m $222.8m | Reduced -427.9k |
| FIL Ltd 0.24% of their portfolio | 1.7m $216.8m | Reduced -426.7k |
| Alphinity Investment Management Pty Ltd 3.39% of their portfolio | 1.6m $208.1m | Added +409.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.11% of their portfolio | 1.6m $202.7m | Reduced -159.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 1.6m $201.8m | Added +219.0k |
| Swiss National Bank 0.13% of their portfolio | 1.5m $191.3m | Reduced -8.4k |
| HMI Capital Management, L.P. 6.79% of their portfolio | 1.5m $191.2m | Unchanged |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 1.4m $182.8m | Reduced -425.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 1.4m $174.0m | Added +74.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.07% of their portfolio | 1.2m $154.7m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.92% of their portfolio | 1.2m $159.1m | New |
| BARCLAYS PLC 0.10% of their portfolio | 1.2m $158.9m | Added +352.3k |
| SEI INVESTMENTS CO 0.27% of their portfolio | 1.2m $153.6m | Reduced -94.0k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.1m $147.1m | Reduced -13.3k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 1.1m $146.9m | Reduced -771.1k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 1.1m $139.0m | Added +35.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.1m $136.6m | Reduced -53.4k |
| PICTET ASSET MANAGEMENT SA 0.16% of their portfolio | 1.0m $132.2m | Added +56.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.0m $130.7m | Reduced -297.4k |
| Findlay Park Partners LLP 1.30% of their portfolio | 990.9k $127.0m | Reduced -62.2k |
| TWO SIGMA INVESTMENTS, LP 0.33% of their portfolio | 967.8k $124.0m | Added +740.1k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 930.4k $119.2m | Reduced -3.5k |
| Orbis Allan Gray Ltd 0.82% of their portfolio | 892.4k $114.4m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.15% of their portfolio | 820.2k $106.0m | Added +197.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% of their portfolio | 801.5k $102.7m | Added +93.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 800.3k $102.6m | Added +29.9k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 745.4k $95.5m | Reduced -13.5k |
| California Public Employees Retirement System 0.08% of their portfolio | 729.2k $93.5m | Added +24.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 725.1k $92.9m | Added +19.8k |
| National Pension Service 0.15% of their portfolio | 721.2k $90.2m | Reduced -34.5k |
| Two Creeks Capital Management, LP 5.51% of their portfolio | 714.0k $91.5m | Added +134.6k |
| PANAGORA ASSET MANAGEMENT INC 0.52% of their portfolio | 690.5k $88.5m | Reduced -6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.12% of their portfolio | 682.0k $87.4m | Added +41.7k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 676.4k $86.8m | Reduced -21.2k |
| Man Group plc 0.26% of their portfolio | 661.8k $84.8m | New |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 2.01% of their portfolio | 657.9k $84.3m | Added +4.0k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 650.8k $83.4m | Added +63.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio | 625.0k $80.1m | Reduced -75.1k |
| Balyasny Asset Management L.P. 0.21% of their portfolio | 576.6k $73.9m | Added +557.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 566.6k $72.6m | Added +115.8k |
| CITIGROUP INC 0.09% of their portfolio | 561.5k $72.0m | Reduced -88.1k |
| Paragon Capital Management Ltd 15.21% of their portfolio | 547.8k $70.2m | Reduced -23.6k |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 547.6k $70.2m | Reduced -748.7k |
| SC US (TTGP), LTD. 0.64% of their portfolio | 529.3k $67.8m | Reduced -145.4k |
| Hyperion Asset Management Ltd 3.01% of their portfolio | 521.5k $66.8m | Reduced -74.5k |
| GILDER GAGNON HOWE & CO LLC 0.89% of their portfolio | 508.5k $65.2m | Reduced -6.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.47% of their portfolio | 503.6k $64.5m | Reduced -1.5k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 500.5k $64.1m | Added +85.5k |
| BLAIR WILLIAM & CO/IL 0.22% of their portfolio | 473.6k $60.7m | Reduced -146.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 466.4k $59.8m | Added +156.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 449.4k $57.6m | Added +17.4k |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 448.0k $57.4m | Reduced -127.3k |
| Ardevora Asset Management LLP 1.39% of their portfolio | 447.1k $57.3m | Reduced -181.5k |
| Russell Investments Group, Ltd. 0.10% of their portfolio | 419.2k $53.6m | Added +156.7k |
| Polar Capital Holdings Plc 0.36% of their portfolio | 415.0k $53.2m | Reduced -296.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 414.4k $53.1m | Reduced -2.9k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 414.1k $53.1m | Added +292.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.10% of their portfolio | 389.1k $49.9m | Added +27.2k |
| RAYMOND JAMES & ASSOCIATES 0.04% of their portfolio | 374.2k $48.0m | Reduced -27.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.19% of their portfolio | 362.3k $46.4m | Reduced -437.5k |
| Amundi 0.02% of their portfolio | 345.4k $45.7m | Reduced -93.6k |
| Swedbank AB 0.08% of their portfolio | 343.8k $44.1m | Added +48.9k |
| TORONTO DOMINION BANK 0.03% of their portfolio | 339.5k $43.5m | Added +200.4k |
| Sixth Street Partners Management Company, L.P. 3.89% of their portfolio | 333.3k $42.7m | Unchanged |
| US BANCORP \DE\ 0.07% of their portfolio | 327.9k $42.0m | Reduced -9.7k |
| ProShare Advisors LLC 0.12% of their portfolio | 320.9k $41.1m | Reduced -19.7k |
| Mirae Asset Global Investments Co., Ltd. 0.09% of their portfolio | 319.5k $41.0m | Reduced -10.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 313.1k $40.1m | Reduced -198.8k |
| PAR CAPITAL MANAGEMENT INC 1.34% of their portfolio | 300.0k $38.4m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.09% of their portfolio | 298.5k $38.3m | Reduced -12.5k |
| LGT Group Foundation 0.91% of their portfolio | 292.8k $37.5m | Reduced -6.6k |
| Munro Partners 1.70% of their portfolio | 288.3k $37.0m | New |