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 ($154.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $164.82. Options: 60 managers hold calls ($2.2bn notional), 61 hold puts ($3.0bn).
Trends to Q1 2024
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 |
| Q1 2024 | 1,176 |
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 |
| Q1 2024 | 583 | 532 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $2.0bn | $2.8bn | 1.40 |
| Q3 2023 | $2.2bn | $3.1bn | 1.42 |
| Q4 2023 | $2.2bn | $3.3bn | 1.52 |
| Q1 2024 | $2.2bn | $3.0bn | 1.35 |
Biggest buyers
| MORGAN STANLEY | Added | +15.8m |
| JENNISON ASSOCIATES LLC | Added | +3.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.6m |
| FMR LLC | Added | +3.2m |
| BROWN ADVISORY INC | Added | +2.0m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| California Public Employees Retirement System | Added | +828.9k |
| Intermede Investment Partners Ltd | New | +828.4k |
| VANGUARD GROUP INC | Added | +791.1k |
| BANK OF AMERICA CORP /DE/ | Added | +663.0k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.2m |
| Capital Research Global Investors | Reduced | -1.9m |
| NORGES BANK | Reduced | -1.7m |
| EDGEWOOD MANAGEMENT LLC | Reduced | -663.4k |
| Artisan Partners Limited Partnership | Reduced | -529.5k |
| BARCLAYS PLC | Reduced | -465.9k |
| Temasek Holdings (Private) Ltd | Reduced | -455.9k |
| TWINBEECH CAPITAL LP | Reduced | -449.6k |
| Pictet Asset Management Holding SA | Reduced | -392.3k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -355.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $374.2m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $353.0m2.1m shares |
| D. E. Shaw & Co., Inc. | Reduced | $140.6m852.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $126.6m767.5k shares |
| Twin Tree Management, LP | New | $86.3m523.0k shares |
| Walleye Trading LLC | Added | $84.9m514.6k shares |
| HSBC HOLDINGS PLC | Reduced | $75.5m457.9k shares |
| JANE STREET GROUP, LLC | Reduced | $69.6m422.0k shares |
| IMC-Chicago, LLC | Reduced | $69.0m418.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $68.4m414.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $384.9m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $280.1m1.7m shares |
| Twin Tree Management, LP | Added | $214.2m1.3m shares |
| JANE STREET GROUP, LLC | Reduced | $209.4m1.3m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $202.8m1.2m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $165.5m1.0m shares |
| SIMPLEX TRADING, LLC | Reduced | $136.3m972.4k shares |
| UBS Group AG | Reduced | $132.4m802.6k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $117.3m710.8k shares |
| Walleye Trading LLC | Reduced | $97.6m591.5k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2024 | 0 | — | 6 | $259.9m | $258.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-26 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $3.8m22.2k shares |
| 2024-03-25 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $253.5k1.5k shares |
| 2024-03-21 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $13.3m78.7k shares |
| 2024-03-19 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $96.9k600 shares |
| 2024-03-12 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $97.8k600 shares |
| 2024-03-08 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $12.2m73.0k shares |
| 2024-03-06 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $8.2m50.0k shares |
| 2024-03-06 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.5m9.2k shares |
| 2024-03-05 | Mertz Elinor Chief Financial Officer | Sold plan | $1.4m9.2k shares |
| 2024-03-05 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $94.1k600 shares |
| 2024-03-04 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $6.4m40.0k shares |
| 2024-03-04 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.4m8.9k shares |
| 2024-03-01 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $22.7m141.9k shares |
| 2024-03-01 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $3.8m24.0k shares |
| 2024-02-29 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $11.7m75.5k shares |
| 2024-02-28 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $9.2m60.0k shares |
| 2024-02-21 | Stephenson Dave Chief Financial Officer | Sold plan | $1.1m7.8k shares |
| 2024-02-20 | Chesky Brian CEO and Chairman, director | Sold plan | $4.7m31.8k shares |
| 2024-02-20 | Chesky Brian CEO and Chairman, director | Sold plan | $4.7m31.7k shares |
| 2024-02-20 | Chesky Brian CEO and Chairman, director | Sold plan | $1.6m10.8k shares |
| 2024-02-20 | Chesky Brian CEO and Chairman, director | Sold plan | $389.3k2.6k shares |
| 2024-02-14 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $8.8m60.0k shares |
| 2024-02-08 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $300.0k2.0k shares |
| 2024-02-06 | Chesky Brian CEO and Chairman, director | Sold plan | $22.1m153.8k shares |
| 2024-02-01 | Stephenson Dave Chief Financial Officer | Sold plan | $3.6m25.0k shares |
| 2024-02-01 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $2.0m14.0k shares |
| 2024-01-31 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $8.8m60.0k shares |
| 2024-01-26 | JORDAN JEFFREY D Director · By Jordan Family Revocable Trust u/a 8/25/95 | Sold plan | $1.2m8.0k shares |
| 2024-01-23 | Chesky Brian CEO and Chairman, director | Sold plan | $21.8m153.8k shares |
| 2024-01-22 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.2m8.6k shares |
The latest 30 of 49 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.17% of their portfolio | 39.1m $6.4bn | Added +15.8m |
| VANGUARD GROUP INC 0.11% of their portfolio | 34.3m $5.7bn | Added +791.1k |
| BlackRock Inc. 0.10% of their portfolio | 27.1m $4.5bn | Added +546.5k |
| FMR LLC 0.29% of their portfolio | 26.0m $4.3bn | Added +3.2m |
| Capital World Investors 0.49% of their portfolio | 18.1m $3.0bn | Added +6.5k |
| STATE STREET CORP 0.13% of their portfolio | 17.0m $2.8bn | Added +5.4k |
| JPMORGAN CHASE & CO 0.09% of their portfolio | 12.5m $2.1bn | Added +1.3m |
| EDGEWOOD MANAGEMENT LLC 5.21% of their portfolio | 11.8m $1.9bn | Reduced -663.4k |
| POLEN CAPITAL MANAGEMENT LLC 4.09% of their portfolio | 10.7m $1.8bn | Added +167.9k |
| JENNISON ASSOCIATES LLC 1.17% of their portfolio | 10.6m $1.8bn | Added +3.9m |
| Capital Research Global Investors 0.39% of their portfolio | 10.3m $1.7bn | Reduced -1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.14% of their portfolio | 8.9m $1.5bn | Added +321.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.12% of their portfolio | 5.8m $958.3m | Added +3.6m |
| RENAISSANCE TECHNOLOGIES LLC 1.15% of their portfolio | 4.4m $729.7m | Added +127.7k |
| NORTHERN TRUST CORP 0.12% of their portfolio | 4.3m $705.8m | Reduced -39.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 3.3m $543.9m | Reduced -3.2m |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 3.3m $543.0m | Added +74.8k |
| Invesco Ltd. 0.12% of their portfolio | 3.3m $538.4m | Reduced -191.4k |
| Bank of New York Mellon Corp 0.10% of their portfolio | 3.0m $496.3m | Reduced -144.3k |
| NORGES BANK 0.07% of their portfolio | 2.9m $471.9m | Reduced -1.7m |
| Legal & General Group Plc 0.13% of their portfolio | 2.7m $439.7m | Added +17.2k |
| Alphinity Investment Management Pty Ltd 3.71% of their portfolio | 2.5m $418.3m | Added +39.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio | 2.5m $415.7m | Added +96.3k |
| Artisan Partners Limited Partnership 0.60% of their portfolio | 2.5m $413.7m | Reduced -529.5k |
| SANDS CAPITAL MANAGEMENT, LLC 1.13% of their portfolio | 2.4m $402.3m | Reduced -125.6k |
| BROWN ADVISORY INC 0.47% of their portfolio | 2.1m $354.1m | Added +2.0m |
| Clearbridge Investments, LLC 0.26% of their portfolio | 2.0m $330.2m | Added +12.2k |
| BANK OF AMERICA CORP /DE/ 0.03% of their portfolio | 2.0m $322.1m | Added +663.0k |
| LOOMIS SAYLES & CO L P 0.44% of their portfolio | 1.9m $309.4m | Reduced -191.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.28% of their portfolio | 1.8m $303.6m | Reduced -46.8k |
| AMERICAN CENTURY COMPANIES INC 0.19% of their portfolio | 1.8m $301.6m | Reduced -117.8k |
| FIRST TRUST ADVISORS LP 0.30% of their portfolio | 1.8m $294.4m | Reduced -168.9k |
| MKA Charitable Fund 100.00% of their portfolio | 1.8m $288.7m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 1.7m $276.7m | Added +23.9k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.56% of their portfolio | 1.6m $265.3m | Not comparable |
| California Public Employees Retirement System 0.18% of their portfolio | 1.6m $256.1m | Added +828.9k |
| Robeco Institutional Asset Management B.V. 0.55% of their portfolio | 1.5m $250.9m | Reduced -243.4k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 1.12% of their portfolio | 1.5m $250.0m | Reduced -93.5k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.5m $244.7m | Added +47.0k |
| BARCLAYS PLC 0.11% of their portfolio | 1.4m $235.4m | Reduced -465.9k |
| Orbis Allan Gray Ltd 1.30% of their portfolio | 1.3m $217.8m | Unchanged |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.3m $217.5m | Added +132.5k |
| Swiss National Bank 0.15% of their portfolio | 1.3m $215.6m | Reduced -26.1k |
| CITIGROUP INC 0.22% of their portfolio | 1.2m $202.5m | Added +451.3k |
| Temasek Holdings (Private) Ltd 1.11% of their portfolio | 1.2m $200.4m | Reduced -455.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.23% of their portfolio | 1.2m $193.6m | Reduced -98.3k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 1.1m $185.4m | Added +50.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.13% of their portfolio | 1.1m $182.3m | Added +26.7k |
| Swedbank AB 0.25% of their portfolio | 1.1m $175.5m | Added +458.6k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 1.0m $170.8m | Added +58.6k |
| SEI INVESTMENTS CO 0.22% of their portfolio | 929.4k $153.3m | Added +2.0k |
| UBS Group AG 0.05% of their portfolio | 857.4k $141.4m | Added +306.7k |
| HMI Capital Management, L.P. 5.14% of their portfolio | 846.9k $139.7m | Reduced -258.7k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 842.1k $138.9m | Added +165.4k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 840.5k $138.6m | Reduced -39.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 830.9k $137.1m | Added +159.6k |
| Intermede Investment Partners Ltd 2.95% of their portfolio | 828.4k $136.6m | New |
| RHUMBLINE ADVISERS 0.13% of their portfolio | 797.3k $131.5m | Added +17.8k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 776.2k $128.0m | Added +202.1k |
| National Pension Service 0.15% of their portfolio | 773.9k $127.7m | Added +37.2k |
| CITADEL ADVISORS LLC 0.12% of their portfolio | 763.7k $126.0m | Added +322.1k |
| a16z Perennial Management, L.P. 11.16% of their portfolio | 724.2k $119.5m | Reduced -192.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 712.3k $117.5m | Added +22.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 697.7k $115.1m | Added +3.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.15% of their portfolio | 671.1k $110.7m | Added +75.5k |
| Two Creeks Capital Management, LP 6.36% of their portfolio | 668.6k $110.3m | Reduced -112.7k |
| Findlay Park Partners LLP 1.01% of their portfolio | 665.9k $109.8m | Reduced -11.6k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 663.7k $109.5m | Added +274.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 661.9k $109.2m | Reduced -1.4k |
| Amundi 0.04% of their portfolio | 628.3k $100.6m | Reduced -187.9k |
| CREDIT SUISSE AG/ 0.10% of their portfolio | 626.3k $103.3m | Reduced -118.8k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 595.4k $98.7m | Reduced -47.8k |
| Balyasny Asset Management L.P. 0.25% of their portfolio | 582.7k $96.1m | New |
| MARSHALL WACE, LLP 0.16% of their portfolio | 582.3k $96.1m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 569.0k $93.9m | Reduced -27.6k |
| BLAIR WILLIAM & CO/IL 0.28% of their portfolio | 533.6k $88.0m | Added +83.0k |
| SC US (TTGP), LTD. 0.63% of their portfolio | 515.0k $85.0m | Reduced -21 |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 509.8k $84.1m | Reduced -331.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.54% of their portfolio | 504.2k $83.2m | Reduced -91 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.72% of their portfolio | 491.0k $81.0m | Reduced -47.3k |
| ProShare Advisors LLC 0.21% of their portfolio | 488.9k $80.6m | Added +83.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 483.3k $79.7m | Reduced -47.2k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 474.0k $78.2m | Reduced -392.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 465.5k $76.8m | Added +1.6k |
| GILDER GAGNON HOWE & CO LLC 0.93% of their portfolio | 449.5k $74.2m | Reduced -51.3k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 448.2k $73.9m | Added +107.7k |
| PANAGORA ASSET MANAGEMENT INC 0.39% of their portfolio | 447.8k $73.9m | Reduced -83.5k |
| National Philanthropic Trust 1.57% of their portfolio | 435.6k $71.9m | Reduced -580 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 432.0k $53.7m | Reduced -18.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.15% of their portfolio | 429.9k $70.9m | Added +3.0k |
| Contrarius Investment Management Ltd 4.00% of their portfolio | 419.5k $69.2m | New |
| Paragon Capital Management Ltd 12.19% of their portfolio | 417.2k $68.8m | Reduced -70.5k |
| Candlestick Capital Management LP 2.22% of their portfolio | 407.5k $67.2m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 397.8k $65.6m | Reduced -51.2k |
| Prime Capital Management Co Ltd 10.10% of their portfolio | 381.2k $62.9m | Unchanged |
| Hyperion Asset Management Ltd 2.54% of their portfolio | 366.4k $60.4m | Reduced -26.8k |
| Mirae Asset Global Investments Co., Ltd. 0.10% of their portfolio | 361.5k $47.1m | Reduced -87.8k |
| FEDERATED HERMES, INC. 0.13% of their portfolio | 354.9k $58.5m | Reduced -72.7k |
| Retirement Systems of Alabama 0.21% of their portfolio | 334.8k $55.2m | Added +319 |
| TB Alternative Assets Ltd. 13.38% of their portfolio | 323.9k $53.4m | Added +85.7k |