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 ($301.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $135.65. Options: 56 managers hold calls ($1.8bn notional), 54 hold puts ($2.0bn).
Trends to Q4 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 |
| Q3 2025 | 1,206 |
| Q4 2025 | 1,290 |
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 2024 | 583 | 532 |
| Q2 2024 | 593 | 497 |
| Q3 2024 | 488 | 638 |
| Q4 2024 | 532 | 529 |
| Q1 2025 | 649 | 508 |
| Q2 2025 | 622 | 563 |
| Q3 2025 | 605 | 570 |
| Q4 2025 | 595 | 579 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $1.4bn | $1.7bn | 1.15 |
| Q2 2025 | $1.6bn | $1.7bn | 1.09 |
| Q3 2025 | $1.5bn | $1.9bn | 1.25 |
| Q4 2025 | $1.8bn | $2.0bn | 1.10 |
Biggest buyers
| Invesco Ltd. | Added | +9.8m |
| HARRIS ASSOCIATES L P | Added | +3.2m |
| SRS Investment Management, LLC | New | +2.5m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.5m |
| BARCLAYS PLC | Added | +1.7m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.5m |
| VAN ECK ASSOCIATES CORP | Added | +1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +1.4m |
| HSBC HOLDINGS PLC | Added | +1.3m |
| CITADEL ADVISORS LLC | Added | +1.0m |
Biggest sellers
| EDGEWOOD MANAGEMENT LLC | Reduced | -7.2m |
| Point72 Asset Management, L.P. | Reduced | -3.0m |
| JPMORGAN CHASE & CO | Reduced | -2.6m |
| Balyasny Asset Management L.P. | Reduced | -1.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| FMR LLC | Reduced | -1.1m |
| ROYAL BANK OF CANADA | Reduced | -981.8k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -943.8k |
| BROWN ADVISORY INC | Reduced | -931.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -802.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $331.7m2.4m shares |
| CITADEL ADVISORS LLC | Added | $295.4m2.2m shares |
| JANE STREET GROUP, LLC | Added | $103.5m762.7k shares |
| Capital Markets Trading UK LLP | Added | $83.2m612.8k shares |
| Walleye Trading LLC | Added | $79.2m583.8k shares |
| SIMPLEX TRADING, LLC | Added | $78.5m578.5k shares |
| IMC-Chicago, LLC | Reduced | $78.2m576.1k shares |
| UBS Group AG | Added | $69.6m512.7k shares |
| JPMORGAN CHASE & CO | Reduced | $56.1m413.6k shares |
| PEAK6 LLC | Added | $54.5m401.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $262.3m1.9m shares |
| CITADEL ADVISORS LLC | Added | $258.2m1.9m shares |
| PEAK6 LLC | Reduced | $165.4m1.2m shares |
| Parallax Volatility Advisers, L.P. | Reduced | $131.6m969.4k shares |
| JANE STREET GROUP, LLC | Added | $107.8m794.3k shares |
| IMC-Chicago, LLC | Added | $101.8m750.0k shares |
| CITIGROUP INC | Added | $85.0m626.0k shares |
| UBS Group AG | Added | $78.9m581.7k shares |
| BARCLAYS PLC | Added | $76.9m566.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $67.1m4.9k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 0 | — | 5 | $217.2m | $217.2m |
| Q4 2025 | 0 | — | 5 | $196.6m | $196.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-29 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.9m58.0k shares |
| 2025-12-19 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $345.7k2.6k shares |
| 2025-12-17 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $2.1m15.3k shares |
| 2025-12-15 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.6m58.0k shares |
| 2025-12-15 | Chesky Brian CEO and Chairman, director · By 2016 Legacy Trust B | Sold plan | $6.7m51.2k shares |
| 2025-12-12 | Chesky Brian CEO and Chairman, director · By 2016 Legacy Trust B | Sold plan | $1.1m8.8k shares |
| 2025-12-12 | Mertz Elinor Chief Financial Officer | Sold plan | $975.0k7.5k shares |
| 2025-12-12 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $83.8k650 shares |
| 2025-12-09 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $4.5m36.4k shares |
| 2025-12-09 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $2.1m16.9k shares |
| 2025-12-09 | Mertz Elinor Chief Financial Officer | Sold plan | $578.8k4.6k shares |
| 2025-12-08 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $17.2m141.1k shares |
| 2025-12-05 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $3.7m30.3k shares |
| 2025-12-05 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $2.9m23.8k shares |
| 2025-12-05 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $78.6k650 shares |
| 2025-12-04 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $9.3m77.5k shares |
| 2025-12-03 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $4.8m39.8k shares |
| 2025-12-02 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $619.6k5.2k shares |
| 2025-12-01 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $6.9m58.0k shares |
| 2025-12-01 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $63.7k549 shares |
| 2025-11-28 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $386.0k3.3k shares |
| 2025-11-28 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $70.0k600 shares |
| 2025-11-24 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $26.5m232.0k shares |
| 2025-11-20 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $68.7k600 shares |
| 2025-11-13 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $72.8k600 shares |
| 2025-11-10 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $28.5m236.0k shares |
| 2025-11-06 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $73.4k600 shares |
| 2025-10-30 | BALOGH ARISTOTLE N Chief Technology Officer | Sold plan | $75.3k600 shares |
| 2025-10-28 | Mertz Elinor Chief Financial Officer | Sold plan | $975.0k7.5k shares |
| 2025-10-27 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $30.3m236.0k shares |
The latest 30 of 36 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 38.3m $5.2bn | Reduced -12.2k |
| BlackRock, Inc. 0.07% of their portfolio | 31.5m $4.3bn | Reduced -630.4k |
| HARRIS ASSOCIATES L P 3.22% of their portfolio | 18.7m $2.5bn | Added +3.2m |
| STATE STREET CORP 0.08% of their portfolio | 17.9m $2.4bn | Reduced -55.4k |
| Invesco Ltd. 0.20% of their portfolio | 15.3m $2.1bn | Added +9.8m |
| MORGAN STANLEY 0.11% of their portfolio | 13.2m $1.8bn | Added +720.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 10.1m $1.4bn | Added +48.0k |
| FMR LLC 0.06% of their portfolio | 9.1m $1.2bn | Reduced -1.1m |
| AQR CAPITAL MANAGEMENT LLC 0.48% of their portfolio | 6.8m $917.8m | Added +2.5m |
| Clearbridge Investments, LLC 0.66% of their portfolio | 6.1m $824.4m | Added +216.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.13% of their portfolio | 5.3m $714.2m | Added +919.5k |
| Independent Franchise Partners LLP 4.44% of their portfolio | 5.1m $698.5m | Added +981.6k |
| Amundi 0.16% of their portfolio | 4.3m $585.8m | Added +891.7k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.8m $509.7m | Reduced -177.3k |
| D. E. Shaw & Co., Inc. 0.39% of their portfolio | 3.7m $508.9m | Added +495.5k |
| TWO SIGMA ADVISERS, LP 0.98% of their portfolio | 3.7m $503.0m | Reduced -14.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.80% of their portfolio | 3.6m $486.2m | Added +384.1k |
| NORGES BANK 0.05% of their portfolio | 3.5m $480.3m | Not comparable |
| AKRE CAPITAL MANAGEMENT LLC 5.17% of their portfolio | 3.5m $471.4m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.30% of their portfolio | 3.5m $469.7m | Added +1.5m |
| BARCLAYS PLC 0.19% of their portfolio | 3.4m $465.8m | Added +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 3.2m $439.8m | Reduced -85.3k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 3.2m $434.7m | Added +939.7k |
| ROYAL BANK OF CANADA 0.07% of their portfolio | 3.1m $414.8m | Reduced -981.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.1m $414.1m | Added +35.6k |
| POLEN CAPITAL MANAGEMENT LLC 1.76% of their portfolio | 3.0m $411.3m | Reduced -943.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.62% of their portfolio | 2.9m $398.8m | Added +437.8k |
| VAN ECK ASSOCIATES CORP 0.32% of their portfolio | 2.8m $384.9m | Added +1.4m |
| BROWN ADVISORY INC 0.51% of their portfolio | 2.7m $367.7m | Reduced -931.4k |
| Legal & General Group Plc 0.08% of their portfolio | 2.7m $359.8m | Reduced -13.4k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.5m $343.7m | Added +78.7k |
| SRS Investment Management, LLC 3.60% of their portfolio | 2.5m $342.0m | New |
| EDGEWOOD MANAGEMENT LLC 1.60% of their portfolio | 2.5m $336.6m | Reduced -7.2m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.3m $311.8m | Reduced -112.8k |
| Pacer Advisors, Inc. 0.80% of their portfolio | 2.3m $307.9m | Reduced -234.7k |
| Temasek Holdings (Private) Ltd 0.97% of their portfolio | 2.2m $301.6m | Unchanged |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 2.1m $285.9m | Added +1.3m |
| Assenagon Asset Management S.A. 0.43% of their portfolio | 2.1m $283.6m | Added +674.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.0m $278.0m | Reduced -2.6m |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.0m $277.8m | Added +416.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.95% of their portfolio | 2.0m $269.3m | Reduced -802.9k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 2.0m $266.9m | Added +186.7k |
| TWO SIGMA INVESTMENTS, LP 0.39% of their portfolio | 1.9m $259.7m | Added +12.8k |
| MKA Charitable Fund 100.00% of their portfolio | 1.9m $251.8m | Reduced -50.0k |
| CITADEL ADVISORS LLC 0.17% of their portfolio | 1.8m $250.3m | Added +1.0m |
| FIRST TRUST ADVISORS LP 0.18% of their portfolio | 1.8m $247.1m | Reduced -200.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.14% of their portfolio | 1.8m $244.3m | Reduced -117.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 1.8m $242.5m | Added +257.1k |
| Contour Asset Management LLC 5.33% of their portfolio | 1.7m $228.6m | Added +721.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.11% of their portfolio | 1.6m $219.2m | Reduced -398.2k |
| Consulta Ltd 9.99% of their portfolio | 1.5m $203.6m | Unchanged |
| BANK OF NOVA SCOTIA 0.28% of their portfolio | 1.4m $186.6m | Added +320.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 1.4m $184.9m | New |
| Artisan Partners Limited Partnership 0.28% of their portfolio | 1.4m $184.2m | Added +468.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 1.2m $163.7m | Added +398.1k |
| Quantinno Capital Management LP 0.32% of their portfolio | 1.2m $161.2m | Added +565.0k |
| Russell Investments Group, Ltd. 0.18% of their portfolio | 1.2m $161.3m | Reduced -21.2k |
| Swiss National Bank 0.10% of their portfolio | 1.2m $159.6m | Reduced -67.8k |
| LOOMIS SAYLES & CO L P 0.19% of their portfolio | 1.2m $156.7m | Reduced -48.7k |
| UBS Group AG 0.03% of their portfolio | 1.1m $155.0m | Reduced -565.1k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.1m $149.7m | Added +82.9k |
| Nuveen, LLC 0.04% of their portfolio | 1.1m $149.2m | Reduced -5.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $145.8m | Added +124.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 1.0m $133.2m | Added +19.1k |
| Caisse de depot et placement du Quebec 0.23% of their portfolio | 984.3k $133.6m | Added +135.4k |
| ARK Investment Management LLC 0.88% of their portfolio | 980.1k $133.0m | Reduced -55.8k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.70% of their portfolio | 962.5k $130.6m | Reduced -88 |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 942.9k $128.0m | Reduced -211.1k |
| Robeco Institutional Asset Management B.V. 0.18% of their portfolio | 919.8k $124.8m | Added +109.0k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 900.6k $122.2m | Added +15.3k |
| BAMCO INC /NY/ 0.32% of their portfolio | 880.1k $119.4m | Added +301.5k |
| California Public Employees Retirement System 0.06% of their portfolio | 818.5k $111.1m | Reduced -274.1k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 797.9k $108.3m | Reduced -28.4k |
| Gotham Asset Management, LLC 0.39% of their portfolio | 783.6k $106.3m | Added +776.9k |
| Amova Asset Management Americas, Inc. 1.18% of their portfolio | 751.4k $102.0m | Reduced -77.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.14% of their portfolio | 747.7k $101.5m | Added +516.3k |
| ProShare Advisors LLC 0.18% of their portfolio | 739.6k $100.4m | Added +201.3k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 734.6k $99.7m | Reduced -41.2k |
| PAR CAPITAL MANAGEMENT INC 2.63% of their portfolio | 729.9k $99.1m | Added +510.6k |
| CITIGROUP INC 0.07% of their portfolio | 729.1k $99.0m | Added +64.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.10% of their portfolio | 700.8k $95.1m | Reduced -3.7k |
| CAPITAL FUND MANAGEMENT S.A. 0.87% of their portfolio | 675.6k $91.7m | Added +75.0k |
| Mawer Investment Management Ltd. 0.51% of their portfolio | 667.9k $90.6m | Added +110.9k |
| National Pension Service 0.07% of their portfolio | 664.9k $90.2m | Reduced -431.5k |
| Walleye Capital LLC 0.51% of their portfolio | 656.0k $89.0m | Added +247.8k |
| CapitalatWork S.A. 2.60% of their portfolio | 627.7k $85.2m | Added +55.9k |
| Squarepoint Ops LLC 0.17% of their portfolio | 625.5k $84.9m | Reduced -111 |
| Intermede Investment Partners Ltd 3.48% of their portfolio | 593.6k $80.6m | Reduced -29.6k |
| IEQ CAPITAL, LLC 0.24% of their portfolio | 584.2k $79.3m | Added +104.8k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 559.6k $75.9m | Added +114.9k |
| GCQ FUNDS MANAGEMENT PTY Ltd 10.35% of their portfolio | 553.9k $75.2m | Added +242.2k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 531.8k $72.2m | Reduced -11.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 517.8k $70.3m | Added +250.2k |
| Holocene Advisors, LP 0.15% of their portfolio | 516.1k $70.0m | New |
| Point72 Asset Management, L.P. 0.11% of their portfolio | 513.8k $69.7m | Reduced -3.0m |
| SC US (TTGP), LTD. 0.49% of their portfolio | 510.7k $69.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 509.9k $69.2m | Reduced -139.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio | 496.4k $67.4m | Reduced -4.8k |
| National Philanthropic Trust 0.64% of their portfolio | 479.6k $65.1m | Added +10.9k |
| Man Group plc 0.12% of their portfolio | 473.4k $64.3m | Added +272.1k |