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 ($346.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $143.16. Options: 48 managers hold calls ($1.4bn notional), 50 hold puts ($1.2bn).
Trends to Q2 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 |
| Q2 2026 | 1,303 |
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 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 |
| Q2 2026 | 627 | 628 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.5bn | $1.9bn | 1.25 |
| Q4 2025 | $1.8bn | $2.0bn | 1.10 |
| Q1 2026 | $1.3bn | $1.3bn | 1.00 |
| Q2 2026 | $1.4bn | $1.2bn | 0.89 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +2.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +2.6m |
| SG Americas Securities, LLC | Added | +1.3m |
| Invesco Ltd. | Added | +1.3m |
| Holocene Advisors, LP | Added | +1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.1m |
| AMERIPRISE FINANCIAL INC | Added | +1.1m |
| BlackRock, Inc. | Added | +1.1m |
| Assenagon Asset Management S.A. | Added | +1.1m |
| ACADIAN ASSET MANAGEMENT LLC | Added | +865.2k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -1.9m |
| MARSHALL WACE, LLP | Reduced | -1.8m |
| SRS Investment Management, LLC | Reduced | -1.1m |
| FMR LLC | Reduced | -1.0m |
| BANK OF NOVA SCOTIA | Reduced | -977.9k |
| Artisan Partners Limited Partnership | Reduced | -963.6k |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -850.7k |
| Walleye Capital LLC | Reduced | -845.1k |
| Point72 Asset Management, L.P. | Sold out | -843.7k |
| JANE STREET GROUP, LLC | Reduced | -827.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $278.9m1.9m shares |
| JANE STREET GROUP, LLC | Added | $208.2m1.5m shares |
| CITADEL ADVISORS LLC | Reduced | $170.2m1.2m shares |
| UBS Group AG | Added | $138.4m967.1k shares |
| IMC-Chicago, LLC | Added | $119.8m837.2k shares |
| Walleye Trading LLC | Added | $72.3m504.9k shares |
| BARCLAYS PLC | Reduced | $50.0m349.6k shares |
| JPMORGAN CHASE & CO | Reduced | $42.6m289.7k shares |
| Capital Markets Trading UK LLP | Reduced | $38.4m268.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $30.0m209.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $193.6m1.4m shares |
| JANE STREET GROUP, LLC | Reduced | $142.0m992.5k shares |
| CITADEL ADVISORS LLC | Added | $106.1m741.5k shares |
| IMC-Chicago, LLC | Reduced | $81.9m572.6k shares |
| Pertento Partners LLP | Added | $72.5m506.5k shares |
| Walleye Trading LLC | Reduced | $64.2m448.4k shares |
| CITIGROUP INC | Reduced | $56.1m392.0k shares |
| UBS Group AG | Reduced | $48.1m336.0k shares |
| BARCLAYS PLC | Added | $38.6m270.0k shares |
| HSBC HOLDINGS PLC | Added | $37.7m259.6k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2026 | 0 | — | 5 | $322.6m | $322.6m |
| Q3 2026 | 0 | — | 6 | $627.4m | $627.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.1m13.6k shares |
| 2026-09-15 | Bernstein David C Chief Accounting Officer | Sold plan | $251.5k1.5k shares |
| 2026-09-14 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.3m13.6k shares |
| 2026-09-01 | Bernstein David C Chief Accounting Officer | Sold plan | $953.3k5.2k shares |
| 2026-08-31 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.5m13.6k shares |
| 2026-08-28 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $10.9m57.2k shares |
| 2026-08-26 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $3.7m19.7k shares |
| 2026-08-25 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $38.6m202.7k shares |
| 2026-08-24 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $28.8m150.6k shares |
| 2026-08-20 | Blecharczyk Nathan Chief Strategy Officer, director | Sold plan | $504.9k2.7k shares |
| 2026-08-17 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.5m13.6k shares |
| 2026-08-07 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $92.6m531.0k shares |
| 2026-08-07 | Chesky Brian CEO and Chairman, director | Sold plan | $35.0m200.0k shares |
| 2026-08-07 | Chesky Brian CEO and Chairman, director · By 2016 Legacy Trust B | Sold plan | $3.5m20.0k shares |
| 2026-08-07 | CHENAULT KENNETH I Director | Sold plan | $1.4m8.3k shares |
| 2026-08-03 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.1m13.6k shares |
| 2026-08-03 | Mertz Elinor Chief Financial Officer | Sold plan | $574.7k3.7k shares |
| 2026-07-28 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $277.3m1.8m shares |
| 2026-07-27 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $38.6m265.0k shares |
| 2026-07-20 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.0m13.6k shares |
| 2026-07-16 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $7.4m49.6k shares |
| 2026-07-15 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $28.1m187.0k shares |
| 2026-07-13 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $38.6m265.0k shares |
| 2026-07-07 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $369.0k2.5k shares |
| 2026-07-06 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $2.0m13.6k shares |
| 2026-07-02 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $4.2m27.7k shares |
| 2026-07-02 | Mertz Elinor Chief Financial Officer | Sold plan | $555.0k3.8k shares |
| 2026-06-29 | Gebbia Joseph Director · By Sycamore Trust | Sold plan | $43.8m294.9k shares |
| 2026-06-29 | CHENAULT KENNETH I Director | Sold plan | $1.3m8.3k shares |
| 2026-06-26 | Blecharczyk Nathan Chief Strategy Officer, director · By Trust | Sold plan | $4.5m31.0k shares |
The latest 30 of 62 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.07% of their portfolio | 33.1m $4.7bn | Added +1.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 26.6m $3.8bn | Added +481.7k |
| HARRIS ASSOCIATES L P 3.59% of their portfolio | 18.9m $2.7bn | Reduced -300.7k |
| STATE STREET CORP 0.08% of their portfolio | 18.2m $2.6bn | Added +416.9k |
| Invesco Ltd. 0.18% of their portfolio | 16.2m $2.3bn | Added +1.3m |
| AQR CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 10.6m $1.5bn | Added +2.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 10.3m $1.5bn | Reduced -60.9k |
| MORGAN STANLEY 0.08% of their portfolio | 10.1m $1.4bn | Reduced -321.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 7.9m $1.1bn | Added +119.7k |
| FMR LLC 0.04% of their portfolio | 6.7m $960.8m | Reduced -1.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.14% of their portfolio | 5.8m $827.9m | Added +2.6m |
| ACADIAN ASSET MANAGEMENT LLC 0.98% of their portfolio | 5.8m $825.6m | Added +865.2k |
| Independent Franchise Partners LLP 5.09% of their portfolio | 5.4m $776.1m | Added +148.1k |
| Clearbridge Investments, LLC 0.58% of their portfolio | 4.9m $704.9m | Reduced -699.8k |
| Amundi 0.15% of their portfolio | 4.3m $618.6m | Reduced -364.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.19% of their portfolio | 4.2m $607.9m | Added +1.1m |
| NORGES BANK 0.05% of their portfolio | 3.7m $530.8m | Not comparable |
| NORTHERN TRUST CORP 0.06% of their portfolio | 3.7m $526.1m | Reduced -126.4k |
| TWO SIGMA INVESTMENTS, LP 0.38% of their portfolio | 3.6m $508.0m | Added +91.4k |
| JENNISON ASSOCIATES LLC 0.30% of their portfolio | 3.5m $498.7m | Added +311.9k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 3.3m $477.3m | Added +1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 3.3m $472.3m | Added +169.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 3.2m $464.0m | Reduced -52.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.05% of their portfolio | 3.2m $456.1m | Reduced -16.9k |
| Assenagon Asset Management S.A. 0.29% of their portfolio | 3.2m $453.6m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 3.1m $440.7m | Added +465.3k |
| CITADEL ADVISORS LLC 0.23% of their portfolio | 2.8m $400.6m | Reduced -220.1k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.8m $408.3m | Added +110.2k |
| Legal & General Group Plc 0.08% of their portfolio | 2.6m $376.2m | Reduced -22.9k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 2.5m $358.5m | Reduced -4.3k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 2.4m $341.2m | Reduced -24.3k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 2.3m $330.1m | Reduced -137.2k |
| VAN ECK ASSOCIATES CORP 0.20% of their portfolio | 2.3m $328.0m | Reduced -372.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.18% of their portfolio | 2.2m $319.6m | Added +343.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.17% of their portfolio | 2.2m $318.5m | Added +756.3k |
| Temasek Holdings (Private) Ltd 0.87% of their portfolio | 2.2m $318.0m | Unchanged |
| Pacer Advisors, Inc. 0.80% of their portfolio | 2.1m $307.4m | Reduced -176.8k |
| Consulta Ltd 10.84% of their portfolio | 2.1m $300.5m | Added +300.0k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.0m $284.0m | Reduced -131.2k |
| Holocene Advisors, LP 0.64% of their portfolio | 2.0m $279.3m | Added +1.2m |
| SG Americas Securities, LLC 0.16% of their portfolio | 1.9m $277.6m | Added +1.3m |
| BROWN ADVISORY INC 0.43% of their portfolio | 1.9m $275.7m | Reduced -374.5k |
| Man Group plc 0.48% of their portfolio | 1.8m $261.6m | Added +677.6k |
| UBS Group AG 0.04% of their portfolio | 1.8m $260.9m | Added +686.4k |
| BAMCO INC /NY/ 0.38% of their portfolio | 1.8m $251.6m | Added +316.8k |
| Balyasny Asset Management L.P. 0.44% of their portfolio | 1.7m $243.3m | Added +14.5k |
| POLEN CAPITAL MANAGEMENT LLC 2.03% of their portfolio | 1.6m $236.1m | Reduced -623.9k |
| MKA Charitable Fund 100.00% of their portfolio | 1.6m $232.5m | Reduced -150.0k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 1.6m $231.9m | Reduced -40.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.30% of their portfolio | 1.5m $220.8m | Reduced -288.2k |
| BARCLAYS PLC 0.07% of their portfolio | 1.5m $210.4m | Added +75.9k |
| Quantinno Capital Management LP 0.25% of their portfolio | 1.4m $206.5m | Reduced -58.9k |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 1.4m $202.9m | Reduced -300.2k |
| Robeco Institutional Asset Management B.V. 0.24% of their portfolio | 1.4m $195.5m | Added +395.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 1.3m $184.0m | Reduced -13.1k |
| Russell Investments Group, Ltd. 0.16% of their portfolio | 1.3m $183.7m | Added +19.5k |
| MARSHALL WACE, LLP 0.15% of their portfolio | 1.2m $178.0m | Reduced -1.8m |
| Swiss National Bank 0.09% of their portfolio | 1.2m $171.0m | Reduced -68.2k |
| AKRE CAPITAL MANAGEMENT LLC 3.32% of their portfolio | 1.2m $169.4m | Reduced -850.7k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 1.2m $167.9m | Reduced -55.0k |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 1.2m $166.7m | Added +119.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 1.1m $162.3m | Added +68.7k |
| Nuveen, LLC 0.04% of their portfolio | 1.1m $161.0m | Added +3.9k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 1.1m $158.6m | Added +22.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $157.9m | Added +1.7k |
| CITIGROUP INC 0.07% of their portfolio | 1.1m $153.5m | Added +194.5k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 1.0m $149.5m | Added +78.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 986.1k $141.1m | Reduced -95.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.69% of their portfolio | 964.4k $138.0m | Added +1.5k |
| Gotham Asset Management, LLC 0.31% of their portfolio | 936.7k $134.0m | Added +315.4k |
| LOOMIS SAYLES & CO L P 0.16% of their portfolio | 915.3k $131.0m | Reduced -209.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.06% of their portfolio | 913.9k $130.8m | Reduced -296.0k |
| Vanguard Global Advisers, LLC 0.06% of their portfolio | 900.7k $128.9m | Reduced -25.9k |
| Caisse de depot et placement du Quebec 0.18% of their portfolio | 892.4k $127.7m | Added +81.1k |
| California Public Employees Retirement System 0.07% of their portfolio | 890.7k $127.5m | Reduced -1.7k |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 839.4k $120.1m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.08% of their portfolio | 810.1k $115.9m | Added +80.4k |
| STIFEL FINANCIAL CORP 0.10% of their portfolio | 806.8k $115.5m | Added +73.1k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 805.3k $115.2m | Added +21.2k |
| MENORA MIVTACHIM HOLDINGS LTD. 0.44% of their portfolio | 790.0k $113.0m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio | 783.5k $112.1m | Added +114.5k |
| CapitalatWork S.A. 2.80% of their portfolio | 778.8k $111.4m | Added +23.2k |
| CAPITAL FUND MANAGEMENT S.A. 0.79% of their portfolio | 773.5k $110.7m | Added +215.8k |
| National Pension Service 0.07% of their portfolio | 756.3k $108.2m | Added +33.5k |
| PAR CAPITAL MANAGEMENT INC 2.66% of their portfolio | 750.0k $107.3m | Added +2.5k |
| Mawer Investment Management Ltd. 0.73% of their portfolio | 746.8k $106.9m | Reduced -108.9k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 708.5k $101.4m | Reduced -1.9m |
| Carmignac Gestion 1.22% of their portfolio | 656.6k $94.0m | Reduced -3.0k |
| Squarepoint Ops LLC 0.18% of their portfolio | 647.6k $92.7m | Added +95.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 637.7k $91.3m | Reduced -50.4k |
| SRS Investment Management, LLC 0.84% of their portfolio | 627.4k $89.8m | Reduced -1.1m |
| GCQ FUNDS MANAGEMENT PTY Ltd 12.20% of their portfolio | 614.8k $88.0m | Added +144.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 601.0k $87.7m | Added +4.7k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 525.4k $75.2m | Added +33.7k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 513.3k $64.8m | Reduced -52.5k |
| SC US (TTGP), LTD. 0.23% of their portfolio | 510.7k $73.1m | Unchanged |
| IEQ CAPITAL, LLC 0.33% of their portfolio | 506.6k $72.5m | Reduced -123.5k |
| CREDIT AGRICOLE S A 0.18% of their portfolio | 503.8k $72.1m | Added +208.6k |
| Cerity Partners LLC 0.08% of their portfolio | 480.3k $68.7m | Added +22.0k |
| GILDER GAGNON HOWE & CO LLC 0.71% of their portfolio | 479.7k $68.6m | Added +55.0k |