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 ($161.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $131.41. Options: 52 managers hold calls ($1.6bn notional), 61 hold puts ($2.2bn).
Trends to Q4 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 |
| Q3 2024 | 1,126 |
| Q4 2024 | 1,205 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 546 | 407 |
| Q2 2023 | 508 | 475 |
| Q3 2023 | 529 | 460 |
| Q4 2023 | 482 | 531 |
| Q1 2024 | 583 | 532 |
| Q2 2024 | 593 | 497 |
| Q3 2024 | 488 | 638 |
| Q4 2024 | 532 | 529 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.2bn | $3.0bn | 1.35 |
| Q2 2024 | $2.2bn | $2.5bn | 1.15 |
| Q3 2024 | $1.6bn | $2.1bn | 1.27 |
| Q4 2024 | $1.6bn | $2.2bn | 1.33 |
Biggest buyers
| HARRIS ASSOCIATES L P | New | +5.3m |
| Clearbridge Investments, LLC | Added | +2.6m |
| TWO SIGMA ADVISERS, LP | Added | +2.6m |
| GOLDMAN SACHS GROUP INC | Added | +2.0m |
| TWO SIGMA INVESTMENTS, LP | New | +1.6m |
| PRINCIPAL FINANCIAL GROUP INC | Added | +1.2m |
| BNP PARIBAS FINANCIAL MARKETS | New | +1.0m |
| Nuveen Asset Management, LLC | Added | +930.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +810.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +684.9k |
Biggest sellers
| FMR LLC | Reduced | -7.1m |
| Pacer Advisors, Inc. | Reduced | -4.1m |
| Capital World Investors | Reduced | -3.0m |
| JPMORGAN CHASE & CO | Reduced | -2.6m |
| MORGAN STANLEY | Reduced | -1.6m |
| Capital Research Global Investors | Reduced | -1.4m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -1.1m |
| EDGEWOOD MANAGEMENT LLC | Reduced | -1.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -979.7k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -965.7k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $302.8m2.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $245.5m1.9m shares |
| SIMPLEX TRADING, LLC | Reduced | $102.7m781.4k shares |
| IMC-Chicago, LLC | Added | $89.1m678.4k shares |
| JANE STREET GROUP, LLC | Reduced | $77.2m587.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $60.6m461.5k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $56.8m432.2k shares |
| UBS Group AG | Reduced | $56.1m426.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $55.0m417.6k shares |
| Walleye Trading LLC | Added | $48.4m368.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $228.7m1.7m shares |
| CITADEL ADVISORS LLC | Reduced | $217.5m1.7m shares |
| Parallax Volatility Advisers, L.P. | Added | $171.6m1.3m shares |
| JANE STREET GROUP, LLC | Added | $166.2m1.3m shares |
| GOLDMAN SACHS GROUP INC | Added | $137.7m1.0m shares |
| UBS Group AG | Added | $116.9m889.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $111.5m848.7k shares |
| D. E. Shaw & Co., Inc. | Added | $92.1m701.0k shares |
| TWO SIGMA INVESTMENTS, LP | Unchanged | $80.7m614.0k shares |
| IMC-Chicago, LLC | Added | $78.9m600.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 5 | $98.0m | $98.0m |
| Q4 2024 | 0 | — | 6 | $154.9m | $154.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-23 | Chesky Brian CEO and Chairman, director | Sold plan | $5.1m38.5k shares |
| 2024-12-17 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $28.3m214.3k shares |
| 2024-12-11 | Chesky Brian CEO and Chairman, director | Sold plan | $281.3k2.0k shares |
| 2024-12-09 | Chesky Brian CEO and Chairman, director | Sold plan | $5.3m38.5k shares |
| 2024-12-09 | Bernstein David C Chief Accounting Officer | Sold plan | $137.0k1.0k shares |
| 2024-12-04 | Mertz Elinor Chief Financial Officer | Sold plan | $853.4k6.2k shares |
| 2024-12-03 | Gebbia Joseph Director | Sold plan | $29.4m214.3k shares |
| 2024-12-03 | Gebbia Joseph Director | Sold plan | $1.6m11.6k shares |
| 2024-12-03 | Mertz Elinor Chief Financial Officer | Sold plan | $1.4m10.5k shares |
| 2024-12-03 | Gebbia Joseph Director | Sold plan | $1.1m7.8k shares |
| 2024-12-02 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $68.0k500 shares |
| 2024-11-25 | Chesky Brian CEO and Chairman, director | Sold plan | $5.5m39.3k shares |
| 2024-11-25 | Chesky Brian CEO and Chairman, director | Sold plan | $4.4m31.0k shares |
| 2024-11-25 | Chesky Brian CEO and Chairman, director | Sold plan | $3.1m22.2k shares |
| 2024-11-25 | Chesky Brian CEO and Chairman, director | Sold plan | $2.2m15.5k shares |
| 2024-11-20 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $1.3m9.6k shares |
| 2024-11-19 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $28.1m214.3k shares |
| 2024-11-07 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $22.8m156.9k shares |
| 2024-11-04 | Mertz Elinor Chief Financial Officer | Sold plan | $851.4k6.2k shares |
| 2024-10-29 | Gebbia Joseph Director | Sold plan | $1.6m11.6k shares |
| 2024-10-29 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $81.2k600 shares |
| 2024-10-22 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $81.7k600 shares |
| 2024-10-15 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $80.1k600 shares |
| 2024-10-14 | Chesky Brian CEO and Chairman, director | Sold plan | $5.2m38.5k shares |
| 2024-10-08 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $78.1k600 shares |
| 2024-10-04 | Mertz Elinor Chief Financial Officer | Sold plan | $802.6k6.2k shares |
| 2024-10-01 | Gebbia Joseph Director | Sold plan | $5.4m42.7k shares |
| 2024-10-01 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $76.4k600 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 36.9m $4.8bn | Reduced -12.2k |
| BlackRock, Inc. 0.08% of their portfolio | 29.2m $3.8bn | Added +568.4k |
| STATE STREET CORP 0.09% of their portfolio | 18.1m $2.4bn | Added +467.0k |
| MORGAN STANLEY 0.14% of their portfolio | 15.6m $2.0bn | Reduced -1.6m |
| FMR LLC 0.11% of their portfolio | 13.7m $1.8bn | Reduced -7.1m |
| EDGEWOOD MANAGEMENT LLC 4.73% of their portfolio | 12.5m $1.6bn | Reduced -1.1m |
| Capital World Investors 0.22% of their portfolio | 11.0m $1.4bn | Reduced -3.0m |
| JENNISON ASSOCIATES LLC 0.80% of their portfolio | 10.0m $1.3bn | Reduced -789.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 9.5m $1.2bn | Added +73.0k |
| POLEN CAPITAL MANAGEMENT LLC 2.92% of their portfolio | 8.2m $1.1bn | Reduced -965.7k |
| HARRIS ASSOCIATES L P 0.92% of their portfolio | 5.3m $702.6m | New |
| GOLDMAN SACHS GROUP INC 0.13% of their portfolio | 5.2m $677.2m | Added +2.0m |
| BROWN ADVISORY INC 0.77% of their portfolio | 4.6m $603.3m | Reduced -203.3k |
| Clearbridge Investments, LLC 0.46% of their portfolio | 4.3m $571.5m | Added +2.6m |
| NORTHERN TRUST CORP 0.08% of their portfolio | 4.3m $564.6m | Added +331.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.81% of their portfolio | 4.2m $548.7m | Added +558.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 4.1m $543.5m | Reduced -105.0k |
| Invesco Ltd. 0.09% of their portfolio | 3.8m $504.7m | Added +202.0k |
| NORGES BANK 0.06% of their portfolio | 3.3m $433.4m | Added +176.1k |
| TWO SIGMA ADVISERS, LP 0.94% of their portfolio | 3.1m $404.8m | Added +2.6m |
| Bank of New York Mellon Corp 0.07% of their portfolio | 2.8m $372.7m | Reduced -62.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 2.8m $366.7m | Added +84.3k |
| AKRE CAPITAL MANAGEMENT LLC 3.01% of their portfolio | 2.6m $348.2m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 2.6m $346.4m | Added +276.1k |
| Legal & General Group Plc 0.09% of their portfolio | 2.6m $344.3m | Reduced -53.6k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.68% of their portfolio | 2.4m $319.2m | Added +58.0k |
| AQR CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 2.4m $310.9m | Added +810.0k |
| Nuveen Asset Management, LLC 0.08% of their portfolio | 2.3m $299.3m | Added +930.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.3m $298.4m | Reduced -2.6m |
| LOOMIS SAYLES & CO L P 0.37% of their portfolio | 2.2m $292.5m | Reduced -58.8k |
| Temasek Holdings (Private) Ltd 1.16% of their portfolio | 2.2m $292.0m | Reduced -102.0k |
| MKA Charitable Fund 100.00% of their portfolio | 2.0m $264.7m | Reduced -1.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.89% of their portfolio | 1.9m $251.0m | Added +495.5k |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 1.9m $249.0m | Added +206.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.13% of their portfolio | 1.9m $245.3m | Added +1.2m |
| TWO SIGMA INVESTMENTS, LP 0.50% of their portfolio | 1.6m $215.5m | New |
| ACADIAN ASSET MANAGEMENT LLC 0.61% of their portfolio | 1.6m $211.2m | Added +684.9k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.6m $206.3m | Reduced -89.0k |
| UBS Group AG 0.05% of their portfolio | 1.6m $205.3m | Added +277.7k |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 1.5m $202.9m | Reduced -125.2k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 1.5m $200.3m | Reduced -234.6k |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 1.5m $194.5m | Added +153.0k |
| BARCLAYS PLC 0.09% of their portfolio | 1.4m $189.8m | Added +35.8k |
| Capital Research Global Investors 0.03% of their portfolio | 1.3m $169.8m | Reduced -1.4m |
| Meritage Group LP 3.98% of their portfolio | 1.3m $166.8m | Unchanged |
| Artisan Partners Limited Partnership 0.26% of their portfolio | 1.3m $166.2m | Reduced -150.6k |
| Swiss National Bank 0.11% of their portfolio | 1.2m $163.3m | Reduced -67.6k |
| FIL Ltd 0.15% of their portfolio | 1.2m $162.7m | Added +526.4k |
| California Public Employees Retirement System 0.11% of their portfolio | 1.2m $160.3m | Reduced -40.8k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.1m $146.5m | Reduced -95.4k |
| a16z Perennial Management, L.P. 8.25% of their portfolio | 1.1m $140.0m | Reduced -18.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 1.0m $137.7m | Added +8.8k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 1.0m $137.2m | Reduced -178.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 1.0m $136.3m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio | 1.0m $134.3m | Added +563.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.0m $133.4m | Reduced -979.7k |
| SANDS CAPITAL MANAGEMENT, LLC 0.39% of their portfolio | 1.0m $131.7m | Reduced -47.1k |
| National Pension Service 0.12% of their portfolio | 991.1k $130.2m | Added +88.0k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 988.8k $129.9m | Reduced -101.0k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 983.2k $129.4m | Reduced -147.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 968.2k $127.2m | Added +66.4k |
| Robeco Institutional Asset Management B.V. 0.24% of their portfolio | 965.5k $126.9m | Reduced -345.9k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 940.1k $123.6m | Added +61.2k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 938.6k $123.3m | Added +207.9k |
| Swedbank AB 0.14% of their portfolio | 868.6k $114.1m | Added +4.7k |
| Trivest Advisors Ltd 5.07% of their portfolio | 849.5k $111.6m | Added +491.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.11% of their portfolio | 822.5k $111.6m | Added +50.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 812.5k $106.8m | Added +17.6k |
| Intermede Investment Partners Ltd 3.00% of their portfolio | 806.7k $106.0m | Reduced -419.6k |
| Amundi 0.04% of their portfolio | 800.0k $104.6m | Reduced -13.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 783.3k $102.9m | Added +67.0k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 780.6k $102.6m | Reduced -20.2k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.61% of their portfolio | 773.9k $101.7m | Added +33.4k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 738.7k $97.1m | Added +7.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.11% of their portfolio | 717.3k $94.3m | Reduced -13.0k |
| Assenagon Asset Management S.A. 0.16% of their portfolio | 685.8k $90.1m | Added +197.6k |
| PARNASSUS INVESTMENTS, LLC 0.19% of their portfolio | 655.5k $86.1m | Added +647.8k |
| CITIGROUP INC 0.08% of their portfolio | 650.5k $85.5m | Reduced -66.8k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 646.4k $84.9m | First filing |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 635.9k $83.6m | Added +131.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.17% of their portfolio | 621.4k $81.7m | Added +292.6k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 579.5k $76.2m | Reduced -96.2k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 568.5k $74.7m | Added +402.3k |
| ProShare Advisors LLC 0.17% of their portfolio | 556.9k $73.2m | Added +81.4k |
| Two Creeks Capital Management, LP 4.44% of their portfolio | 553.7k $72.8m | Reduced -230.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 538.7k $70.8m | Added +200 |
| HRT FINANCIAL LP 0.41% of their portfolio | 522.0k $68.6m | New |
| SC US (TTGP), LTD. 0.55% of their portfolio | 514.2k $67.6m | Unchanged |
| National Philanthropic Trust 0.97% of their portfolio | 509.6k $67.0m | Added +74.1k |
| CREDIT AGRICOLE S A 0.23% of their portfolio | 507.4k $66.7m | Added +169.0k |
| Squarepoint Ops LLC 0.16% of their portfolio | 471.6k $62.0m | Added +369.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.10% of their portfolio | 413.6k $54.4m | Reduced -20.0k |
| LGT Group Foundation 0.82% of their portfolio | 401.1k $52.7m | Added +221.0k |
| Paragon Capital Management Ltd 10.47% of their portfolio | 399.4k $52.5m | Reduced -17.8k |
| GILDER GAGNON HOWE & CO LLC 0.56% of their portfolio | 396.3k $52.1m | Reduced -8.7k |
| Prime Capital Management Co Ltd 7.41% of their portfolio | 381.2k $50.1m | Unchanged |
| CapitalatWork S.A. 1.55% of their portfolio | 359.6k $47.3m | Added +58.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 359.4k $47.2m | Reduced -88.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 354.0k $46.5m | Reduced -52.4k |
| Caisse de depot et placement du Quebec 0.10% of their portfolio | 350.2k $46.0m | Reduced -276.1k |