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 ($134.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $136.14. Options: 56 managers hold calls ($2.2bn notional), 64 hold puts ($3.3bn).
Trends to Q4 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 |
| Q3 2023 | 1,082 |
| Q4 2023 | 1,140 |
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 |
| Q3 2023 | 529 | 460 |
| Q4 2023 | 482 | 531 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $2.0bn | $3.0bn | 1.47 |
| Q2 2023 | $2.0bn | $2.8bn | 1.40 |
| Q3 2023 | $2.2bn | $3.1bn | 1.42 |
| Q4 2023 | $2.2bn | $3.3bn | 1.52 |
Biggest buyers
| MORGAN STANLEY | Added | +11.9m |
| JPMORGAN CHASE & CO | Added | +7.4m |
| EDGEWOOD MANAGEMENT LLC | Added | +2.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.9m |
| FMR LLC | Added | +1.5m |
| STATE STREET CORP | Added | +901.8k |
| BlackRock Inc. | Added | +849.2k |
| Alphinity Investment Management Pty Ltd | Added | +813.1k |
| TWINBEECH CAPITAL LP | New | +475.4k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +352.6k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -4.5m |
| Capital Research Global Investors | Reduced | -2.9m |
| JENNISON ASSOCIATES LLC | Reduced | -2.1m |
| Capital World Investors | Reduced | -1.4m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.0m |
| FIL Ltd | Reduced | -984.6k |
| D. E. Shaw & Co., Inc. | Reduced | -973.3k |
| JANE STREET GROUP, LLC | Reduced | -720.7k |
| VANGUARD GROUP INC | Reduced | -705.4k |
| Artisan Partners Limited Partnership | Reduced | -701.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $373.8m2.7m shares |
| CITADEL ADVISORS LLC | Reduced | $363.3m2.7m shares |
| JANE STREET GROUP, LLC | Reduced | $151.7m1.1m shares |
| D. E. Shaw & Co., Inc. | Added | $145.3m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $136.5m1.0m shares |
| BARCLAYS PLC | New | $105.2m773.0k shares |
| IMC-Chicago, LLC | Reduced | $82.8m607.9k shares |
| HSBC HOLDINGS PLC | Added | $76.0m558.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $70.8m519.9k shares |
| CTC LLC | Added | $67.9m5.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $419.1m3.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $326.6m2.4m shares |
| JANE STREET GROUP, LLC | Added | $314.6m2.3m shares |
| BARCLAYS PLC | New | $186.6m1.4m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $186.4m1.4m shares |
| SIMPLEX TRADING, LLC | Added | $167.0m1.2m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $142.6m1.0m shares |
| D. E. Shaw & Co., Inc. | Reduced | $123.0m903.4k shares |
| UBS Group AG | Reduced | $117.8m865.0k shares |
| Capital Markets Trading UK LLP | Reduced | $107.9m792.8k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2023 | 0 | — | 7 | $314.7m | $15.8m |
| Q4 2023 | 0 | — | 8 | $321.2m | $179.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-27 | Gebbia Joseph Director · By Sycamore Trust | Sold | $22.8m166.7k shares |
| 2023-12-26 | Chesky Brian CEO and Chairman, director | Sold plan | $27.3m197.1k shares |
| 2023-12-26 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $387.8k2.8k shares |
| 2023-12-20 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $8.6m60.0k shares |
| 2023-12-19 | Chesky Brian CEO and Chairman, director | Sold plan | $11.3m76.3k shares |
| 2023-12-13 | Gebbia Joseph Director · By Sycamore Trust | Sold | $23.7m166.7k shares |
| 2023-12-12 | Chesky Brian CEO and Chairman, director | Sold plan | $32.6m232.6k shares |
| 2023-12-08 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.5m10.3k shares |
| 2023-12-08 | Chesky Brian CEO and Chairman, director | Sold plan | $386.0k2.7k shares |
| 2023-12-07 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $15.1m107.5k shares |
| 2023-12-07 | Chesky Brian CEO and Chairman, director | Sold plan | $5.0m35.7k shares |
| 2023-12-07 | Bernstein David C Chief Accounting Officer | Sold plan | $2.5m17.6k shares |
| 2023-12-07 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $840.0k6.0k shares |
| 2023-12-06 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $5.5m40.0k shares |
| 2023-12-05 | Chesky Brian CEO and Chairman, director | Sold plan | $11.3m84.1k shares |
| 2023-12-01 | Stephenson Dave Chief Financial Officer | Sold plan | $3.1m25.0k shares |
| 2023-12-01 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $1.5m12.0k shares |
| 2023-11-29 | Stephenson Dave Chief Financial Officer | Sold plan | $1.4m11.1k shares |
| 2023-11-28 | Chesky Brian CEO and Chairman, director | Sold plan | $25.8m202.6k shares |
| 2023-11-27 | Gebbia Joseph Director | Sold | $21.2m166.7k shares |
| 2023-11-27 | Gebbia Joseph Director | Sold | $993.2k7.8k shares |
| 2023-11-22 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $5.2m40.0k shares |
| 2023-11-21 | POWELL CATHERINE C Global Head of Hosting | Sold | $308.5k2.4k shares |
| 2023-11-20 | Stephenson Dave Chief Financial Officer | Sold | $86.3k679 shares |
| 2023-11-15 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $260.0k2.0k shares |
| 2023-11-14 | Gebbia Joseph Director · By Sycamore Trust | Sold | $62.7m500.0k shares |
| 2023-11-14 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $2.2m17.4k shares |
| 2023-11-08 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $2.7m22.6k shares |
| 2023-11-06 | Chesky Brian CEO and Chairman, director | Sold | $3.6m30.0k shares |
| 2023-11-03 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.7m13.6k shares |
The latest 30 of 44 trades.
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 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.10% of their portfolio | 33.5m $4.6bn | Reduced -705.4k |
| BlackRock Inc. 0.09% of their portfolio | 26.6m $3.6bn | Added +849.2k |
| MORGAN STANLEY 0.14% of their portfolio | 23.3m $3.2bn | Added +11.9m |
| FMR LLC 0.24% of their portfolio | 22.8m $3.1bn | Added +1.5m |
| Capital World Investors 0.44% of their portfolio | 18.1m $2.5bn | Reduced -1.4m |
| STATE STREET CORP 0.11% of their portfolio | 17.0m $2.3bn | Added +901.8k |
| EDGEWOOD MANAGEMENT LLC 4.88% of their portfolio | 12.4m $1.7bn | Added +2.1m |
| Capital Research Global Investors 0.41% of their portfolio | 12.3m $1.7bn | Reduced -2.9m |
| JPMORGAN CHASE & CO 0.08% of their portfolio | 11.2m $1.5bn | Added +7.4m |
| POLEN CAPITAL MANAGEMENT LLC 3.47% of their portfolio | 10.6m $1.4bn | Reduced -509.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 8.6m $1.2bn | Added +352.6k |
| JENNISON ASSOCIATES LLC 0.68% of their portfolio | 6.7m $916.6m | Reduced -2.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 6.5m $882.3m | Reduced -4.5m |
| NORGES BANK 0.11% of their portfolio | 4.6m $619.6m | Reduced -170.6k |
| NORTHERN TRUST CORP 0.11% of their portfolio | 4.3m $587.9m | Reduced -45.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.91% of their portfolio | 4.3m $584.8m | Reduced -207.5k |
| Invesco Ltd. 0.11% of their portfolio | 3.5m $470.4m | Added +54.1k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 3.2m $437.9m | Added +1.9m |
| Bank of New York Mellon Corp 0.09% of their portfolio | 3.2m $429.3m | Reduced -95.7k |
| Artisan Partners Limited Partnership 0.65% of their portfolio | 3.0m $413.5m | Reduced -701.7k |
| Legal & General Group Plc 0.11% of their portfolio | 2.6m $360.6m | Added +79.6k |
| SANDS CAPITAL MANAGEMENT, LLC 1.06% of their portfolio | 2.6m $349.2m | Reduced -202.7k |
| Alphinity Investment Management Pty Ltd 3.45% of their portfolio | 2.5m $339.9m | Added +813.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 2.4m $329.9m | Added +122.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 2.3m $306.4m | Reduced -147.6k |
| LOOMIS SAYLES & CO L P 0.43% of their portfolio | 2.1m $281.5m | Reduced -29.5k |
| Clearbridge Investments, LLC 0.23% of their portfolio | 2.0m $270.9m | Reduced -78.9k |
| FIRST TRUST ADVISORS LP 0.29% of their portfolio | 2.0m $265.9m | Reduced -190.2k |
| AMERICAN CENTURY COMPANIES INC 0.18% of their portfolio | 1.9m $264.9m | Reduced -203.4k |
| BARCLAYS PLC 0.13% of their portfolio | 1.9m $257.7m | Added +214.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.15% of their portfolio | 1.9m $256.9m | Reduced -55.8k |
| Robeco Institutional Asset Management B.V. 0.58% of their portfolio | 1.8m $240.2m | Reduced -163.9k |
| MKA Charitable Fund 100.00% of their portfolio | 1.8m $238.2m | First filing |
| Temasek Holdings (Private) Ltd 1.27% of their portfolio | 1.7m $227.5m | Reduced -20.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 1.7m $225.1m | Added +79.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.10% of their portfolio | 1.6m $219.0m | Added +228.4k |
| FRANKLIN RESOURCES INC 0.09% of their portfolio | 1.4m $195.5m | Added +5.0k |
| Swiss National Bank 0.13% of their portfolio | 1.3m $181.5m | Added +6.6k |
| Orbis Allan Gray Ltd 1.13% of their portfolio | 1.3m $179.8m | Reduced -226.4k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.3m $175.5m | Reduced -180.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 1.3m $172.7m | Added +273.2k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 1.2m $161.5m | Added +16.6k |
| HMI Capital Management, L.P. 6.53% of their portfolio | 1.1m $150.5m | Reduced -386.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.1m $146.8m | Added +23.2k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.1m $146.2m | Reduced -93.6k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 976.5k $132.9m | Added +42.0k |
| SEI INVESTMENTS CO 0.20% of their portfolio | 927.3k $126.2m | Reduced -144.1k |
| a16z Perennial Management, L.P. 21.13% of their portfolio | 916.8k $124.8m | First filing |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 879.7k $119.8m | Added +190.4k |
| Pictet Asset Management Holding SA 0.13% of their portfolio | 866.3k $117.9m | Reduced -17.3k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 841.0k $114.5m | Reduced -973.3k |
| Amundi 0.05% of their portfolio | 816.2k $113.9m | Added +256.1k |
| Two Creeks Capital Management, LP 6.66% of their portfolio | 781.2k $106.4m | Unchanged |
| RHUMBLINE ADVISERS 0.11% of their portfolio | 779.5k $106.1m | Added +8.0k |
| CITIGROUP INC 0.14% of their portfolio | 776.1k $105.7m | Added +102.0k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 745.1k $101.4m | Added +9.4k |
| National Pension Service 0.14% of their portfolio | 736.7k $100.3m | Added +16.7k |
| California Public Employees Retirement System 0.07% of their portfolio | 723.5k $98.5m | Reduced -18.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 694.1k $94.5m | Added +48.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 689.8k $93.9m | Added +29.6k |
| Findlay Park Partners LLP 0.91% of their portfolio | 677.5k $92.2m | Reduced -17.8k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 676.7k $92.1m | Added +113.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 671.3k $91.4m | Reduced -402.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 663.3k $90.3m | Reduced -36.0k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 643.2k $88.1m | Added +208.9k |
| Swedbank AB 0.13% of their portfolio | 605.3k $82.4m | Added +279.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 596.6k $81.2m | Reduced -76.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 595.6k $79.5m | Reduced -7.9k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 574.1k $78.1m | Reduced -51.7k |
| UBS Group AG 0.03% of their portfolio | 550.7k $75.0m | Added +141.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.29% of their portfolio | 550.0k $74.9m | Added +63.4k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.69% of their portfolio | 538.3k $73.3m | Reduced -85.8k |
| PANAGORA ASSET MANAGEMENT INC 0.40% of their portfolio | 531.3k $72.3m | Reduced -160.3k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 530.5k $72.2m | Added +55.6k |
| SC US (TTGP), LTD. 0.58% of their portfolio | 515.0k $70.1m | Reduced -9.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.47% of their portfolio | 504.3k $68.7m | Added +597 |
| GILDER GAGNON HOWE & CO LLC 0.94% of their portfolio | 500.9k $68.2m | Reduced -6.9k |
| Paragon Capital Management Ltd 13.57% of their portfolio | 487.7k $66.4m | Reduced -41.6k |
| TWINBEECH CAPITAL LP 1.05% of their portfolio | 475.4k $64.7m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 463.9k $63.2m | Added +21.3k |
| BLAIR WILLIAM & CO/IL 0.21% of their portfolio | 450.6k $61.4m | Reduced -13.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 450.2k $61.3m | Reduced -26.7k |
| Mirae Asset Global Investments Co., Ltd. 0.12% of their portfolio | 449.3k $61.2m | Added +6.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 449.0k $61.1m | Reduced -47.1k |
| PRUDENTIAL FINANCIAL INC 0.09% of their portfolio | 448.4k $60.3m | Added +40.1k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 441.6k $60.1m | Added +220.5k |
| National Philanthropic Trust 1.57% of their portfolio | 436.2k $59.4m | First filing |
| FEDERATED HERMES, INC. 0.14% of their portfolio | 427.6k $58.2m | Reduced -44.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 426.9k $58.1m | Added +14.1k |
| ProShare Advisors LLC 0.17% of their portfolio | 405.5k $55.2m | Reduced -50.2k |
| Hyperion Asset Management Ltd 2.20% of their portfolio | 393.3k $53.5m | Reduced -101.2k |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 389.3k $53.0m | Reduced -22.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 387.3k $52.7m | Reduced -36.6k |
| Prime Capital Management Co Ltd 9.48% of their portfolio | 381.2k $51.9m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 340.5k $46.4m | Reduced -34.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 335.5k $45.7m | Added +111.4k |
| Retirement Systems of Alabama 0.19% of their portfolio | 334.5k $45.5m | Reduced -590 |
| Sixth Street Partners Management Company, L.P. 4.43% of their portfolio | 333.3k $45.4m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.12% of their portfolio | 323.4k $44.0m | Added +232.0k |
| TWO SIGMA ADVISERS, LP 0.10% of their portfolio | 315.1k $42.9m | Reduced -1.0m |