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 ($427.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $132.36. Options: 55 managers hold calls ($1.6bn notional), 61 hold puts ($1.7bn).
Trends to Q2 2025
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 |
| Q1 2025 | 1,206 |
| Q2 2025 | 1,240 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 529 | 460 |
| Q4 2023 | 482 | 531 |
| Q1 2024 | 583 | 532 |
| Q2 2024 | 593 | 497 |
| Q3 2024 | 488 | 638 |
| Q4 2024 | 532 | 529 |
| Q1 2025 | 649 | 508 |
| Q2 2025 | 622 | 563 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.6bn | $2.1bn | 1.27 |
| Q4 2024 | $1.6bn | $2.2bn | 1.33 |
| Q1 2025 | $1.4bn | $1.7bn | 1.15 |
| Q2 2025 | $1.6bn | $1.7bn | 1.09 |
Biggest buyers
| HARRIS ASSOCIATES L P | Added | +4.3m |
| ROYAL BANK OF CANADA | Added | +3.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.2m |
| Amundi | Added | +1.4m |
| Invesco Ltd. | Added | +1.2m |
| Qube Research & Technologies Ltd | Added | +976.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +884.3k |
| BANK OF NOVA SCOTIA | Added | +884.0k |
| Clearbridge Investments, LLC | Added | +811.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +769.0k |
Biggest sellers
| Capital World Investors | Sold out | -9.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -2.6m |
| JENNISON ASSOCIATES LLC | Reduced | -2.3m |
| Nuveen, LLC | Reduced | -1.9m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.6m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.5m |
| FMR LLC | Reduced | -1.2m |
| SANDS CAPITAL MANAGEMENT, LLC | Sold out | -950.8k |
| EDGEWOOD MANAGEMENT LLC | Reduced | -869.8k |
| MORGAN STANLEY | Reduced | -721.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $254.2m1.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $217.4m1.6m shares |
| PEAK6 LLC | Added | $118.7m896.6k shares |
| IMC-Chicago, LLC | Added | $86.9m657.0k shares |
| JANE STREET GROUP, LLC | Added | $80.9m611.2k shares |
| D. E. Shaw & Co., Inc. | Added | $67.2m508.0k shares |
| BANK OF AMERICA CORP /DE/ | Added | $65.2m492.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $58.2m439.7k shares |
| Twin Tree Management, LP | Reduced | $57.2m432.4k shares |
| Walleye Trading LLC | Reduced | $53.5m404.2k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $173.1m1.3m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $172.8m1.3m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $133.2m1.0m shares |
| JANE STREET GROUP, LLC | Added | $106.3m803.3k shares |
| IMC-Chicago, LLC | Added | $101.0m763.3k shares |
| Twin Tree Management, LP | Added | $100.2m757.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $76.4m577.1k shares |
| Walleye Trading LLC | Added | $60.8m459.1k shares |
| UBS Group AG | Reduced | $59.8m451.9k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $57.0m430.6k 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 2025
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 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 |
| Q1 2025 | 0 | — | 5 | $358.5m | $358.5m |
| Q2 2025 | 0 | — | 6 | $210.3m | $210.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-26 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $78.2k600 shares |
| 2025-06-23 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $30.6m236.0k shares |
| 2025-06-20 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $79.4k600 shares |
| 2025-06-12 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $82.3k600 shares |
| 2025-06-11 | Bernstein David C Chief Accounting Officer | Sold plan | $701.2k5.0k shares |
| 2025-06-09 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $32.9m236.0k shares |
| 2025-06-06 | Chesky Brian CEO and Chairman, director · By 2016 Legacy Trust B | Sold plan | $1.2m8.5k shares |
| 2025-06-06 | Chesky Brian CEO and Chairman, director · By 2019 Trust | Sold plan | $1.1m8.0k shares |
| 2025-06-05 | Bernstein David C Chief Accounting Officer | Sold plan | $820.0k6.0k shares |
| 2025-06-05 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $80.1k600 shares |
| 2025-06-04 | Mertz Elinor Chief Financial Officer | Sold plan | $826.8k6.2k shares |
| 2025-06-02 | Mertz Elinor Chief Financial Officer | Sold plan | $619.6k4.8k shares |
| 2025-05-29 | Chesky Brian CEO and Chairman, director · By 2019 Trust | Sold plan | $1.0m8.0k shares |
| 2025-05-29 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $191.8k1.5k shares |
| 2025-05-28 | Gebbia Joseph Director | Sold plan | $30.4m236.0k shares |
| 2025-05-28 | Gebbia Joseph Director | Sold plan | $322.9k2.5k shares |
| 2025-05-20 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $28.4m214.3k shares |
| 2025-05-20 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $300.9k2.2k shares |
| 2025-05-06 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $26.3m214.3k shares |
| 2025-05-05 | Mertz Elinor Chief Financial Officer | Sold plan | $771.4k6.2k shares |
| 2025-04-29 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $86.3k700 shares |
| 2025-04-22 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $24.5m214.3k shares |
| 2025-04-22 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $78.8k700 shares |
| 2025-04-15 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $80.3k700 shares |
| 2025-04-09 | Mertz Elinor Chief Financial Officer | Sold plan | $750.0k6.2k shares |
| 2025-04-08 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $23.3m214.3k shares |
| 2025-04-08 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $77.5k700 shares |
| 2025-04-01 | Chesky Brian CEO and Chairman, director | Sold plan | $4.6m38.5k shares |
| 2025-04-01 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $83.8k700 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 37.6m $5.0bn | Added +183.3k |
| BlackRock, Inc. 0.08% of their portfolio | 29.6m $3.9bn | Reduced -718.5k |
| STATE STREET CORP 0.09% of their portfolio | 18.0m $2.4bn | Added +248.6k |
| HARRIS ASSOCIATES L P 3.06% of their portfolio | 14.2m $1.9bn | Added +4.3m |
| FMR LLC 0.11% of their portfolio | 14.1m $1.9bn | Reduced -1.2m |
| MORGAN STANLEY 0.11% of their portfolio | 12.8m $1.7bn | Reduced -721.1k |
| EDGEWOOD MANAGEMENT LLC 4.47% of their portfolio | 10.6m $1.4bn | Reduced -869.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 9.9m $1.3bn | Added +145.8k |
| POLEN CAPITAL MANAGEMENT LLC 2.99% of their portfolio | 7.4m $973.3m | Reduced -372.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.16% of their portfolio | 6.6m $867.6m | Added +2.2m |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 6.1m $809.3m | Added +3.4m |
| Clearbridge Investments, LLC 0.61% of their portfolio | 5.7m $757.4m | Added +811.6k |
| Invesco Ltd. 0.12% of their portfolio | 5.2m $683.9m | Added +1.2m |
| JENNISON ASSOCIATES LLC 0.35% of their portfolio | 4.5m $595.7m | Reduced -2.3m |
| GOLDMAN SACHS GROUP INC 0.09% of their portfolio | 4.3m $568.6m | Reduced -244.7k |
| NORTHERN TRUST CORP 0.08% of their portfolio | 4.2m $557.9m | Reduced -187.4k |
| BROWN ADVISORY INC 0.71% of their portfolio | 4.1m $539.7m | Reduced -294.5k |
| NORGES BANK 0.06% of their portfolio | 3.7m $483.6m | Reduced -53.9k |
| AKRE CAPITAL MANAGEMENT LLC 4.50% of their portfolio | 3.5m $459.6m | Added +555.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.22% of their portfolio | 3.2m $425.2m | Reduced -42.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 2.9m $387.2m | Added +31.8k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.8m $372.3m | Added +41.7k |
| TWO SIGMA ADVISERS, LP 0.76% of their portfolio | 2.8m $370.4m | Added +508.1k |
| AQR CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 2.7m $356.3m | Reduced -1.6m |
| Amundi 0.12% of their portfolio | 2.7m $361.5m | Added +1.4m |
| ACADIAN ASSET MANAGEMENT LLC 0.72% of their portfolio | 2.6m $349.3m | Added +181.5k |
| Legal & General Group Plc 0.08% of their portfolio | 2.6m $342.1m | Reduced -94.1k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.4m $324.1m | Reduced -202.0k |
| Pacer Advisors, Inc. 0.81% of their portfolio | 2.4m $321.3m | Reduced -373.7k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.3m $309.5m | Reduced -449.9k |
| Temasek Holdings (Private) Ltd 1.18% of their portfolio | 2.3m $304.7m | Added +80.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.40% of their portfolio | 2.3m $304.0m | Reduced -1.5m |
| FIRST TRUST ADVISORS LP 0.21% of their portfolio | 2.0m $265.9m | Added +264.4k |
| MKA Charitable Fund 100.00% of their portfolio | 1.9m $255.5m | Reduced -16.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.91% of their portfolio | 1.9m $247.8m | Added +617.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.15% of their portfolio | 1.8m $242.1m | Added +650.1k |
| LOOMIS SAYLES & CO L P 0.27% of their portfolio | 1.6m $214.0m | Reduced -49.5k |
| BARCLAYS PLC 0.08% of their portfolio | 1.6m $213.5m | Reduced -55.2k |
| Consulta Ltd 12.69% of their portfolio | 1.5m $198.5m | Added +250.0k |
| TWO SIGMA INVESTMENTS, LP 0.35% of their portfolio | 1.5m $194.2m | Added +769.0k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.4m $182.4m | Reduced -291.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio | 1.3m $176.7m | Added +459.9k |
| Swiss National Bank 0.10% of their portfolio | 1.3m $174.5m | Added +98.0k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 1.3m $172.4m | Added +14.0k |
| AMERICAN CENTURY COMPANIES INC 0.09% of their portfolio | 1.3m $171.5m | Reduced -318.0k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 1.3m $170.8m | Added +185.5k |
| MILLENNIUM MANAGEMENT LLC 0.15% of their portfolio | 1.3m $168.7m | Added +884.3k |
| Meritage Group LP 4.57% of their portfolio | 1.3m $167.0m | Reduced -7.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio | 1.3m $166.9m | Added +247.4k |
| Qube Research & Technologies Ltd 0.22% of their portfolio | 1.2m $160.6m | Added +976.0k |
| Nuveen, LLC 0.04% of their portfolio | 1.1m $150.1m | Reduced -1.9m |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 1.1m $146.4m | Reduced -50.2k |
| Russell Investments Group, Ltd. 0.19% of their portfolio | 1.1m $146.2m | Added +161.5k |
| National Pension Service 0.12% of their portfolio | 1.1m $143.5m | Added +24.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 1.1m $142.9m | Reduced -33.3k |
| Artisan Partners Limited Partnership 0.20% of their portfolio | 1.0m $135.6m | Reduced -238.0k |
| JANE STREET GROUP, LLC 0.21% of their portfolio | 977.4k $129.4m | Added +486.1k |
| BANK OF NOVA SCOTIA 0.26% of their portfolio | 956.2k $126.5m | Added +884.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.10% of their portfolio | 949.0k $125.6m | Added +44.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.71% of their portfolio | 930.0k $123.1m | Added +32.1k |
| Assenagon Asset Management S.A. 0.19% of their portfolio | 902.6k $119.4m | Reduced -604.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 872.8k $115.5m | Added +72.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 865.0k $114.5m | Added +27.6k |
| Intermede Investment Partners Ltd 3.70% of their portfolio | 863.2k $114.2m | Reduced -45.1k |
| Swedbank AB 0.13% of their portfolio | 862.6k $114.2m | First filing |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 850.8k $112.7m | Reduced -137.4k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 837.7k $110.9m | Added +38.7k |
| Freestone Grove Partners LP 0.80% of their portfolio | 797.1k $105.5m | Added +517.4k |
| ARK Investment Management LLC 0.77% of their portfolio | 792.5k $104.9m | Added +721.0k |
| CITIGROUP INC 0.07% of their portfolio | 790.6k $104.6m | Reduced -55.0k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 764.2k $101.1m | Reduced -6.3k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 753.1k $99.7m | Reduced -31.4k |
| Amova Asset Management Americas, Inc. 0.98% of their portfolio | 744.6k $98.5m | Added +625.2k |
| Point72 Asset Management, L.P. 0.23% of their portfolio | 728.9k $96.5m | New |
| UBS Group AG 0.02% of their portfolio | 726.6k $96.2m | Reduced -424.0k |
| California Public Employees Retirement System 0.06% of their portfolio | 724.3k $95.8m | Reduced -113.3k |
| Caisse de depot et placement du Quebec 0.20% of their portfolio | 719.2k $95.2m | Added +126.1k |
| Hudson Bay Capital Management LP 0.62% of their portfolio | 714.6k $94.6m | Added +706.4k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 714.4k $94.5m | Added +32.4k |
| PARNASSUS INVESTMENTS, LLC 0.21% of their portfolio | 699.8k $92.6m | Reduced -7.0k |
| Cubist Systematic Strategies, LLC 0.98% of their portfolio | 683.8k $90.5m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 674.4k $89.3m | Reduced -30.1k |
| SEI INVESTMENTS CO 0.10% of their portfolio | 667.3k $88.3m | Reduced -72.7k |
| ProShare Advisors LLC 0.17% of their portfolio | 662.6k $87.7m | Added +29.9k |
| Squarepoint Ops LLC 0.19% of their portfolio | 636.1k $84.2m | Added +266.0k |
| Man Group plc 0.17% of their portfolio | 607.7k $80.4m | Added +163.8k |
| Balyasny Asset Management L.P. 0.18% of their portfolio | 601.3k $79.6m | Added +566.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 600.8k $79.5m | Reduced -2.6m |
| Connor, Clark & Lunn Investment Management Ltd. 0.27% of their portfolio | 572.9k $75.8m | Reduced -88.8k |
| Robeco Institutional Asset Management B.V. 0.12% of their portfolio | 569.6k $75.4m | Reduced -191.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 550.5k $72.9m | Reduced -18.0k |
| LGT Group Foundation 0.90% of their portfolio | 545.0k $72.1m | Reduced -144.5k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 534.1k $70.7m | Added +32.2k |
| a16z Perennial Management, L.P. 5.66% of their portfolio | 517.1k $68.4m | Reduced -23.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 515.5k $68.2m | Reduced -7.1k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.34% of their portfolio | 514.4k $68.1m | Added +403.8k |
| SC US (TTGP), LTD. 0.48% of their portfolio | 511.1k $67.6m | Unchanged |
| BAMCO INC /NY/ 0.18% of their portfolio | 498.5k $66.0m | Added +364.5k |
| Two Creeks Capital Management, LP 4.26% of their portfolio | 484.8k $64.2m | Reduced -77.7k |
| National Philanthropic Trust 0.83% of their portfolio | 469.8k $62.2m | Reduced -397 |