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 ($142.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $151.60. Options: 62 managers hold calls ($2.2bn notional), 65 hold puts ($2.5bn).
Trends to Q2 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 |
| Q2 2024 | 1,179 |
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 |
| Q2 2024 | 593 | 497 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.2bn | $3.1bn | 1.42 |
| Q4 2023 | $2.2bn | $3.3bn | 1.52 |
| Q1 2024 | $2.2bn | $3.0bn | 1.35 |
| Q2 2024 | $2.2bn | $2.5bn | 1.15 |
Biggest buyers
| JENNISON ASSOCIATES LLC | Added | +2.5m |
| VANGUARD GROUP INC | Added | +2.2m |
| BROWN ADVISORY INC | Added | +2.0m |
| Assenagon Asset Management S.A. | Added | +1.7m |
| BlackRock Inc. | Added | +1.1m |
| AKRE CAPITAL MANAGEMENT LLC | New | +935.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +930.3k |
| NORGES BANK | Added | +863.3k |
| Balyasny Asset Management L.P. | Added | +840.6k |
| ROYAL BANK OF CANADA | Added | +712.7k |
Biggest sellers
| MORGAN STANLEY | Reduced | -27.2m |
| Capital Research Global Investors | Reduced | -5.8m |
| JPMORGAN CHASE & CO | Reduced | -4.8m |
| Capital World Investors | Reduced | -3.9m |
| FMR LLC | Reduced | -3.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.0m |
| Orbis Allan Gray Ltd | Sold out | -1.3m |
| Artisan Partners Limited Partnership | Reduced | -1.3m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $395.3m2.6m shares |
| CITADEL ADVISORS LLC | Added | $334.9m2.2m shares |
| Twin Tree Management, LP | Added | $145.6m960.4k shares |
| SIMPLEX TRADING, LLC | Added | $132.2m871.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $91.4m602.9k shares |
| BARCLAYS PLC | Added | $90.8m598.5k shares |
| JANE STREET GROUP, LLC | Added | $84.3m556.1k shares |
| IMC-Chicago, LLC | Added | $81.4m536.6k shares |
| Walleye Trading LLC | Reduced | $68.6m452.2k shares |
| BANK OF AMERICA CORP /DE/ | Added | $65.9m434.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $286.1m1.9m shares |
| CITADEL ADVISORS LLC | Reduced | $187.6m1.2m shares |
| JANE STREET GROUP, LLC | Reduced | $182.7m1.2m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $163.9m1.1m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $118.8m783.2k shares |
| JPMORGAN CHASE & CO | Added | $118.1m778.8k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $109.3m721.1k shares |
| Twin Tree Management, LP | Reduced | $108.6m716.5k shares |
| UBS Group AG | Reduced | $107.2m706.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $106.9m705.3k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 0 | — | 5 | $218.0m | $218.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-27 | Gebbia Joseph Director | Sold plan | $1.7m11.6k shares |
| 2024-06-25 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $79.3m526.8k shares |
| 2024-06-25 | Gebbia Joseph Director | Sold plan | $21.4m142.1k shares |
| 2024-06-25 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $89.4k600 shares |
| 2024-06-24 | Chesky Brian CEO and Chairman, director | Sold plan | $17.2m115.4k shares |
| 2024-06-24 | Gebbia Joseph Director | Sold plan | $2.7m18.1k shares |
| 2024-06-24 | Gebbia Joseph Director | Sold plan | $816.3k5.4k shares |
| 2024-06-21 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $225.0k1.5k shares |
| 2024-06-18 | Gebbia Joseph Director | Sold plan | $6.4m42.8k shares |
| 2024-06-18 | Gebbia Joseph Director | Sold plan | $2.0m13.4k shares |
| 2024-06-18 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $89.9k600 shares |
| 2024-06-17 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $4.5m30.1k shares |
| 2024-06-17 | Gebbia Joseph Director | Sold plan | $2.0m13.2k shares |
| 2024-06-14 | Bernstein David C Chief Accounting Officer | Sold plan | $291.0k2.0k shares |
| 2024-06-12 | Gebbia Joseph Director | Sold plan | $27.1m180.8k shares |
| 2024-06-12 | Gebbia Joseph Director | Sold plan | $6.8m45.0k shares |
| 2024-06-11 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $88.8k600 shares |
| 2024-06-10 | Chesky Brian CEO and Chairman, director | Sold plan | $17.0m115.4k shares |
| 2024-06-04 | Bernstein David C Chief Accounting Officer | Sold plan | $882.0k6.0k shares |
| 2024-06-04 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $87.5k600 shares |
| 2024-06-03 | Mertz Elinor Chief Financial Officer | Sold plan | $1.1m7.6k shares |
| 2024-05-30 | Chesky Brian CEO and Chairman, director | Sold plan | $9.4m63.9k shares |
| 2024-05-30 | Chesky Brian CEO and Chairman, director | Sold plan | $8.5m58.5k shares |
| 2024-05-30 | Chesky Brian CEO and Chairman, director | Sold plan | $5.0m34.5k shares |
| 2024-05-30 | Chesky Brian CEO and Chairman, director | Sold plan | $2.5m17.0k shares |
| 2024-05-28 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $87.6k600 shares |
| 2024-05-21 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $87.4k600 shares |
| 2024-05-14 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $89.6k600 shares |
| 2024-05-07 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $97.2k600 shares |
| 2024-04-30 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $96.6k600 shares |
The latest 30 of 34 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, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.11% of their portfolio | 36.5m $5.5bn | Added +2.2m |
| BlackRock Inc. 0.10% of their portfolio | 28.2m $4.3bn | Added +1.1m |
| FMR LLC 0.22% of their portfolio | 22.3m $3.4bn | Reduced -3.7m |
| STATE STREET CORP 0.12% of their portfolio | 17.4m $2.6bn | Added +437.2k |
| Capital World Investors 0.35% of their portfolio | 14.2m $2.2bn | Reduced -3.9m |
| JENNISON ASSOCIATES LLC 1.28% of their portfolio | 13.2m $2.0bn | Added +2.5m |
| EDGEWOOD MANAGEMENT LLC 5.11% of their portfolio | 12.4m $1.9bn | Added +684.5k |
| MORGAN STANLEY 0.14% of their portfolio | 11.9m $1.8bn | Reduced -27.2m |
| POLEN CAPITAL MANAGEMENT LLC 3.87% of their portfolio | 10.2m $1.5bn | Reduced -556.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 9.3m $1.4bn | Added +376.1k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 7.7m $1.2bn | Reduced -4.8m |
| Capital Research Global Investors 0.15% of their portfolio | 4.6m $692.6m | Reduced -5.8m |
| NORTHERN TRUST CORP 0.11% of their portfolio | 4.2m $644.1m | Reduced -30.6k |
| BROWN ADVISORY INC 0.81% of their portfolio | 4.1m $621.4m | Added +2.0m |
| NORGES BANK 0.08% of their portfolio | 3.7m $564.7m | Added +863.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.87% of their portfolio | 3.4m $515.8m | Reduced -1.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 3.3m $504.0m | Reduced -2.5m |
| Invesco Ltd. 0.11% of their portfolio | 3.3m $501.4m | Added +43.3k |
| Bank of New York Mellon Corp 0.09% of their portfolio | 3.0m $458.0m | Added +11.5k |
| Alphinity Investment Management Pty Ltd 3.18% of their portfolio | 2.9m $432.2m | Added +314.2k |
| Legal & General Group Plc 0.12% of their portfolio | 2.7m $409.8m | Added +37.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 2.7m $402.4m | Added +134.1k |
| FIRST TRUST ADVISORS LP 0.36% of their portfolio | 2.3m $354.1m | Added +550.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 2.3m $345.6m | Added +602.3k |
| SANDS CAPITAL MANAGEMENT, LLC 1.01% of their portfolio | 2.3m $344.0m | Reduced -170.3k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 2.2m $337.2m | Reduced -1.1m |
| LOOMIS SAYLES & CO L P 0.44% of their portfolio | 2.1m $316.9m | Added +213.9k |
| Clearbridge Investments, LLC 0.24% of their portfolio | 1.9m $295.1m | Reduced -55.7k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 1.8m $268.4m | Reduced -58.2k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 1.7m $265.0m | Added +712.7k |
| MKA Charitable Fund 100.00% of their portfolio | 1.7m $260.8m | Reduced -30.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.52% of their portfolio | 1.7m $257.9m | Added +92.8k |
| Assenagon Asset Management S.A. 0.64% of their portfolio | 1.7m $256.8m | Added +1.7m |
| BARCLAYS PLC 0.11% of their portfolio | 1.6m $244.7m | Added +187.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.6m $244.2m | Reduced -342.2k |
| Robeco Institutional Asset Management B.V. 0.52% of their portfolio | 1.6m $242.7m | Added +80.0k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 1.6m $237.5m | Added +83.1k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.95% of their portfolio | 1.5m $229.8m | Reduced -27 |
| Balyasny Asset Management L.P. 0.56% of their portfolio | 1.4m $215.8m | Added +840.6k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.4m $207.4m | Added +49.0k |
| WELLS FARGO & COMPANY/MN 0.05% of their portfolio | 1.3m $200.3m | Added +197.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.3m $198.5m | Reduced -2.0m |
| Swiss National Bank 0.14% of their portfolio | 1.3m $198.4m | Added +1.5k |
| California Public Employees Retirement System 0.14% of their portfolio | 1.2m $189.5m | Reduced -302.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.22% of their portfolio | 1.2m $190.2m | Added +77.1k |
| a16z Perennial Management, L.P. 10.05% of their portfolio | 1.2m $187.5m | Added +512.0k |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 1.2m $185.1m | Reduced -1.3m |
| Temasek Holdings (Private) Ltd 0.86% of their portfolio | 1.2m $184.2m | Unchanged |
| Swedbank AB 0.23% of their portfolio | 1.2m $174.4m | Added +86.5k |
| HSBC HOLDINGS PLC 0.11% of their portfolio | 1.1m $168.6m | Added +269.3k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.0m $159.1m | Added +208.9k |
| UBS Group AG 0.05% of their portfolio | 1.0m $158.9m | Added +190.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.12% of their portfolio | 1.0m $158.0m | Reduced -63.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.14% of their portfolio | 972.4k $147.4m | Reduced -867.9k |
| Amundi 0.06% of their portfolio | 940.8k $143.7m | Added +312.5k |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 936.3k $142.0m | Added +172.6k |
| AKRE CAPITAL MANAGEMENT LLC 1.25% of their portfolio | 935.9k $141.9m | New |
| MILLENNIUM MANAGEMENT LLC 0.12% of their portfolio | 935.6k $141.9m | Added +930.3k |
| Intermede Investment Partners Ltd 3.11% of their portfolio | 925.6k $140.3m | Added +97.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 920.8k $139.6m | Added +90.0k |
| RHUMBLINE ADVISERS 0.12% of their portfolio | 820.3k $124.4m | Added +23.0k |
| National Pension Service 0.14% of their portfolio | 799.0k $121.2m | Added +25.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 788.5k $119.6m | Added +90.8k |
| Two Creeks Capital Management, LP 7.33% of their portfolio | 777.7k $117.9m | Added +109.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.14% of their portfolio | 752.5k $114.1m | Added +81.4k |
| SEI INVESTMENTS CO 0.16% of their portfolio | 738.3k $111.9m | Reduced -191.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 730.2k $110.7m | Added +17.9k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 709.8k $107.6m | Reduced -66.3k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 683.3k $103.6m | Added +19.5k |
| Findlay Park Partners LLP 0.94% of their portfolio | 660.8k $100.2m | Reduced -5.1k |
| CITIGROUP INC 0.09% of their portfolio | 649.5k $98.5m | Reduced -577.9k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 612.8k $93.0m | Added +17.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.60% of their portfolio | 607.6k $92.1m | Added +103.4k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 582.9k $88.4m | Added +99.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 577.5k $87.6m | Reduced -84.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.11% of their portfolio | 564.7k $85.6m | Reduced -4.4k |
| SC US (TTGP), LTD. 0.63% of their portfolio | 514.2k $78.0m | Reduced -817 |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 512.3k $77.7m | Added +2.5k |
| GILDER GAGNON HOWE & CO LLC 0.97% of their portfolio | 510.3k $77.4m | Added +60.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.08% of their portfolio | 509.2k $77.2m | Added +43.7k |
| RAYMOND JAMES & ASSOCIATES 0.05% of their portfolio | 501.7k $76.1m | Added +53.6k |
| Pictet Asset Management Holding SA 0.09% of their portfolio | 492.6k $74.7m | Added +18.6k |
| HMI Capital Management, L.P. 2.72% of their portfolio | 471.3k $71.5m | Reduced -375.6k |
| LGT Group Foundation 1.11% of their portfolio | 463.6k $70.3m | Added +213.5k |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC 1.50% of their portfolio | 463.3k $70.2m | Reduced -27.8k |
| Kodai Capital Management LP 1.33% of their portfolio | 460.9k $69.9m | New |
| ProShare Advisors LLC 0.18% of their portfolio | 445.8k $67.6m | Reduced -43.1k |
| BLAIR WILLIAM & CO/IL 0.21% of their portfolio | 443.5k $67.3m | Reduced -90.1k |
| National Philanthropic Trust 1.26% of their portfolio | 435.6k $66.1m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.13% of their portfolio | 433.5k $65.7m | Added +1.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.14% of their portfolio | 424.2k $64.3m | Reduced -5.7k |
| Paragon Capital Management Ltd 11.61% of their portfolio | 417.2k $63.3m | Unchanged |
| FEDERATED HERMES, INC. 0.15% of their portfolio | 416.1k $63.1m | Added +61.2k |
| JUPITER ASSET MANAGEMENT LTD 0.57% of their portfolio | 397.3k $60.2m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 393.5k $59.7m | Added +90.4k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 387.1k $58.5m | Added +321.0k |
| Contrarius Investment Management Ltd 3.63% of their portfolio | 383.2k $58.1m | Reduced -36.3k |
| Prime Capital Management Co Ltd 7.58% of their portfolio | 381.2k $57.8m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.17% of their portfolio | 366.2k $55.5m | Added +171.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 346.3k $52.5m | Reduced -51.5k |