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 ($271.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $126.14. Options: 46 managers hold calls ($1.3bn notional), 55 hold puts ($1.3bn).
Trends to Q1 2026
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 |
| Q1 2026 | 1,299 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 666 | 581 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.6bn | $1.7bn | 1.09 |
| Q3 2025 | $1.5bn | $1.9bn | 1.25 |
| Q4 2025 | $1.8bn | $2.0bn | 1.10 |
| Q1 2026 | $1.3bn | $1.3bn | 1.00 |
Biggest buyers
| JENNISON ASSOCIATES LLC | Added | +3.1m |
| MARSHALL WACE, LLP | Added | +2.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.7m |
| Balyasny Asset Management L.P. | Added | +1.7m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.5m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +1.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.2m |
| JANE STREET GROUP, LLC | Added | +835.4k |
Biggest sellers
| TWO SIGMA ADVISERS, LP | Sold out | -3.7m |
| MORGAN STANLEY | Reduced | -2.8m |
| EDGEWOOD MANAGEMENT LLC | Reduced | -2.5m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.1m |
| BARCLAYS PLC | Reduced | -2.0m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -2.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.7m |
| Contour Asset Management LLC | Sold out | -1.7m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -1.4m |
| FMR LLC | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $252.7m2.0m shares |
| CITADEL ADVISORS LLC | Reduced | $163.7m1.3m shares |
| JANE STREET GROUP, LLC | Added | $121.6m962.7k shares |
| IMC-Chicago, LLC | Added | $95.2m753.9k shares |
| UBS Group AG | Reduced | $61.2m484.7k shares |
| Walleye Trading LLC | Reduced | $58.5m463.0k shares |
| Tidal Investments LLC | Added | $53.7m425.2k shares |
| BARCLAYS PLC | Added | $46.2m365.6k shares |
| Capital Markets Trading UK LLP | Reduced | $37.9m300.1k shares |
| JPMORGAN CHASE & CO | Reduced | $36.2m294.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $205.4m1.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $154.6m1.2m shares |
| IMC-Chicago, LLC | Reduced | $88.8m703.5k shares |
| CITADEL ADVISORS LLC | Reduced | $86.3m683.7k shares |
| Walleye Trading LLC | Added | $70.7m560.1k shares |
| CITIGROUP INC | Reduced | $58.8m466.0k shares |
| Pertento Partners LLP | New | $55.4m438.9k shares |
| UBS Group AG | Reduced | $55.1m436.4k shares |
| Centiva Capital, LP | Added | $44.8m354.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | $36.2m2.9k 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 Q1 2026
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 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 |
| Q1 2026 | 0 | — | 3 | $47.8m | $47.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-23 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.7m58.0k shares |
| 2026-03-09 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.6m58.0k shares |
| 2026-03-05 | Mertz Elinor Chief Financial Officer | Sold plan | $584.7k4.3k shares |
| 2026-03-02 | Mertz Elinor Chief Financial Officer | Sold plan | $487.5k3.8k shares |
| 2026-02-23 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.1m58.0k shares |
| 2026-02-20 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $533.7k4.3k shares |
| 2026-02-09 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.0m58.0k shares |
| 2026-02-02 | Mertz Elinor Chief Financial Officer | Sold plan | $487.5k3.8k shares |
| 2026-01-26 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.7m58.0k shares |
| 2026-01-12 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $8.0m58.0k shares |
| 2026-01-02 | Mertz Elinor Chief Financial Officer | Sold plan | $509.8k3.8k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.07% of their portfolio | 31.9m $4.0bn | Added +438.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 26.1m $3.3bn | First filing |
| HARRIS ASSOCIATES L P 3.23% of their portfolio | 19.2m $2.4bn | Added +467.8k |
| STATE STREET CORP 0.08% of their portfolio | 17.7m $2.2bn | Reduced -189.4k |
| Invesco Ltd. 0.18% of their portfolio | 14.9m $1.9bn | Reduced -413.6k |
| MORGAN STANLEY 0.08% of their portfolio | 10.4m $1.3bn | Reduced -2.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 10.4m $1.3bn | Added +324.6k |
| AQR CAPITAL MANAGEMENT LLC 0.46% of their portfolio | 8.0m $997.4m | Added +1.2m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 7.8m $983.3m | First filing |
| FMR LLC 0.05% of their portfolio | 7.8m $978.9m | Reduced -1.4m |
| Clearbridge Investments, LLC 0.62% of their portfolio | 5.6m $710.5m | Reduced -447.9k |
| Independent Franchise Partners LLP 4.66% of their portfolio | 5.3m $666.2m | Added +129.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.88% of their portfolio | 4.9m $619.3m | Added +1.3m |
| Amundi 0.16% of their portfolio | 4.7m $591.8m | Added +370.4k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.8m $480.2m | Added +47.6k |
| TWO SIGMA INVESTMENTS, LP 0.36% of their portfolio | 3.5m $436.8m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 3.3m $416.1m | Added +55.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 3.2m $404.6m | Reduced -2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 3.2m $404.6m | Added +2.0m |
| JENNISON ASSOCIATES LLC 0.28% of their portfolio | 3.2m $400.7m | Added +3.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.1m $395.4m | Added +80.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.13% of their portfolio | 3.1m $392.4m | Added +1.7m |
| MARSHALL WACE, LLP 0.41% of their portfolio | 3.0m $383.1m | Added +2.8m |
| CITADEL ADVISORS LLC 0.27% of their portfolio | 3.0m $381.3m | Added +1.2m |
| VAN ECK ASSOCIATES CORP 0.25% of their portfolio | 2.7m $336.5m | Reduced -171.5k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.7m $328.0m | Added +616.0k |
| Legal & General Group Plc 0.08% of their portfolio | 2.7m $334.9m | Added +884 |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 2.6m $330.1m | Reduced -589.2k |
| D. E. Shaw & Co., Inc. 0.26% of their portfolio | 2.6m $325.4m | Reduced -1.2m |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 2.5m $316.9m | Reduced -546.9k |
| Bank of New York Mellon Corp 0.06% of their portfolio | 2.4m $308.6m | Reduced -88.7k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 2.4m $304.1m | First filing |
| Pacer Advisors, Inc. 0.84% of their portfolio | 2.3m $293.6m | Added +56.2k |
| BROWN ADVISORY INC 0.48% of their portfolio | 2.3m $290.5m | Reduced -408.4k |
| POLEN CAPITAL MANAGEMENT LLC 1.99% of their portfolio | 2.3m $287.1m | Reduced -757.0k |
| Temasek Holdings (Private) Ltd 0.94% of their portfolio | 2.2m $280.6m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 2.2m $279.3m | Added +165.2k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.1m $267.2m | Reduced -181.6k |
| Assenagon Asset Management S.A. 0.42% of their portfolio | 2.1m $263.6m | Reduced -2.0k |
| AKRE CAPITAL MANAGEMENT LLC 4.20% of their portfolio | 2.0m $256.9m | Reduced -1.4m |
| VICTORY CAPITAL MANAGEMENT INC 0.15% of their portfolio | 1.9m $238.6m | Added +102.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.36% of their portfolio | 1.8m $231.2m | Reduced -1.1m |
| Consulta Ltd 11.32% of their portfolio | 1.8m $227.3m | Added +300.0k |
| SRS Investment Management, LLC 2.37% of their portfolio | 1.8m $224.3m | Reduced -743.5k |
| MKA Charitable Fund 100.00% of their portfolio | 1.8m $224.1m | Reduced -80.6k |
| FIRST TRUST ADVISORS LP 0.16% of their portfolio | 1.7m $217.0m | Reduced -102.8k |
| Balyasny Asset Management L.P. 0.42% of their portfolio | 1.7m $212.9m | Added +1.7m |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.7m $209.8m | Reduced -305.2k |
| Quantinno Capital Management LP 0.32% of their portfolio | 1.5m $189.7m | Added +314.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.12% of their portfolio | 1.5m $185.6m | Reduced -2.0m |
| BAMCO INC /NY/ 0.55% of their portfolio | 1.4m $182.0m | Added +561.1k |
| BARCLAYS PLC 0.06% of their portfolio | 1.4m $176.1m | Reduced -2.0m |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.3m $164.0m | Reduced -501.0k |
| Swiss National Bank 0.09% of their portfolio | 1.3m $159.5m | Added +86.6k |
| Russell Investments Group, Ltd. 0.17% of their portfolio | 1.2m $156.5m | Added +63.2k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.2m $155.1m | Added +125.2k |
| BANK OF NOVA SCOTIA 0.27% of their portfolio | 1.2m $153.6m | Reduced -158.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 1.2m $152.8m | Reduced -405.5k |
| Man Group plc 0.30% of their portfolio | 1.2m $145.3m | Added +677.1k |
| UBS Group AG 0.03% of their portfolio | 1.1m $143.5m | Reduced -5.1k |
| LOOMIS SAYLES & CO L P 0.19% of their portfolio | 1.1m $142.0m | Reduced -29.6k |
| Nuveen, LLC 0.04% of their portfolio | 1.1m $141.6m | Added +21.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $139.1m | Added +27.1k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.1m $137.1m | Added +185.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 1.1m $136.6m | Added +138.7k |
| Walleye Capital LLC 0.83% of their portfolio | 1.1m $135.9m | Added +420.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 1.1m $134.5m | Added +63.5k |
| Artisan Partners Limited Partnership 0.22% of their portfolio | 1.0m $132.3m | Reduced -309.3k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.0m $132.0m | Added +527.4k |
| Robeco Institutional Asset Management B.V. 0.17% of their portfolio | 971.1k $122.6m | Added +51.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.67% of their portfolio | 962.9k $121.6m | Added +423 |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 960.0k $121.4m | Reduced -1.1m |
| Vanguard Global Advisers, LLC 0.06% of their portfolio | 926.6k $117.0m | First filing |
| California Public Employees Retirement System 0.07% of their portfolio | 892.4k $112.7m | Added +73.8k |
| CITIGROUP INC 0.07% of their portfolio | 877.9k $110.9m | Added +148.8k |
| JANE STREET GROUP, LLC 0.12% of their portfolio | 856.0k $108.1m | Added +835.4k |
| Mawer Investment Management Ltd. 0.70% of their portfolio | 855.7k $108.1m | Added +187.8k |
| Point72 Asset Management, L.P. 0.19% of their portfolio | 843.7k $106.5m | Added +329.9k |
| Caisse de depot et placement du Quebec 0.16% of their portfolio | 811.3k $102.5m | Reduced -173.0k |
| Holocene Advisors, LP 0.24% of their portfolio | 791.4k $99.9m | Added +275.3k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.47% of their portfolio | 790.0k $99.8m | New |
| RHUMBLINE ADVISERS 0.08% of their portfolio | 784.1k $99.0m | Reduced -13.7k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 777.3k $98.2m | Added +610.2k |
| CapitalatWork S.A. 2.85% of their portfolio | 755.6k $95.4m | Added +127.9k |
| PAR CAPITAL MANAGEMENT INC 2.74% of their portfolio | 747.5k $94.4m | Added +17.6k |
| STIFEL FINANCIAL CORP 0.09% of their portfolio | 733.7k $92.7m | Reduced -898 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.08% of their portfolio | 729.7k $92.1m | First filing |
| National Pension Service 0.07% of their portfolio | 722.8k $91.3m | Added +57.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 688.1k $86.9m | Reduced -12.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 668.9k $84.5m | Added +281.3k |
| Carmignac Gestion 1.28% of their portfolio | 659.6k $83.3m | Added +191.2k |
| IEQ CAPITAL, LLC 0.37% of their portfolio | 630.1k $79.6m | Added +45.8k |
| SG Americas Securities, LLC 0.07% of their portfolio | 624.0k $64.1m | Added +387.2k |
| Gotham Asset Management, LLC 0.24% of their portfolio | 621.3k $78.5m | Reduced -162.3k |
| NATIONAL BANK OF CANADA /FI/ 0.08% of their portfolio | 613.5k $77.5m | Added +388.8k |
| ProShare Advisors LLC 0.11% of their portfolio | 598.1k $75.5m | Reduced -141.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 596.3k $73.7m | Added +270.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 565.8k $76.8m | Added +6.3k |
| Intermede Investment Partners Ltd 3.45% of their portfolio | 563.1k $71.1m | Reduced -30.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.63% of their portfolio | 557.6k $70.4m | Reduced -118.0k |