EXPEDIA GROUP INC EXPE
COM NEW · Common Stock · CUSIP 30212P303 · ISIN US30212P3038
American-based parent company to several global online travel brands
- SectorIndustrials
- IndustryTransportation Services
- HeadquartersSeattle, WA
- Founded1996
- Websiteexpediagroup.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 ($115.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $282.16. Options: 37 managers hold calls ($861.1m notional), 38 hold puts ($933.1m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 684 |
| Q4 2022 | 691 |
| Q1 2023 | 698 |
| Q2 2023 | 735 |
| Q3 2023 | 722 |
| Q4 2023 | 797 |
| Q1 2024 | 830 |
| Q2 2024 | 781 |
| Q3 2024 | 796 |
| Q4 2024 | 910 |
| Q1 2025 | 912 |
| Q2 2025 | 939 |
| Q3 2025 | 1,010 |
| Q4 2025 | 1,158 |
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 | 431 | 359 |
| Q2 2024 | 354 | 437 |
| Q3 2024 | 365 | 396 |
| Q4 2024 | 409 | 384 |
| Q1 2025 | 471 | 412 |
| Q2 2025 | 485 | 429 |
| Q3 2025 | 516 | 415 |
| Q4 2025 | 585 | 441 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $613.5m | $630.2m | 1.03 |
| Q2 2025 | $308.1m | $433.5m | 1.41 |
| Q3 2025 | $544.1m | $543.3m | 1.00 |
| Q4 2025 | $861.1m | $933.1m | 1.08 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| FMR LLC | Added | +908.2k |
| Balyasny Asset Management L.P. | Added | +551.3k |
| MORGAN STANLEY | Added | +517.2k |
| FIRST TRUST ADVISORS LP | Added | +499.7k |
| 1832 Asset Management L.P. | Added | +479.9k |
| DEUTSCHE BANK AG\ | Added | +456.2k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +446.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +427.2k |
| Corient Private Wealth LP | Added | +406.4k |
Biggest sellers
| Lombard Odier Asset Management (Europe) Ltd | Sold out | -5.2m |
| JPMORGAN CHASE & CO | Reduced | -4.2m |
| WINDACRE PARTNERSHIP LLC | Reduced | -1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.2m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -683.4k |
| Thrivent Financial for Lutherans | Reduced | -602.5k |
| MACQUARIE GROUP LTD | Reduced | -550.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -531.2k |
| PointState Capital LP | Sold out | -427.8k |
| VANGUARD GROUP INC | Reduced | -410.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $222.2m784.4k shares |
| CITADEL ADVISORS LLC | Added | $155.4m548.5k shares |
| JANE STREET GROUP, LLC | Added | $99.3m350.5k shares |
| IMC-Chicago, LLC | Added | $72.6m256.3k shares |
| UBS Group AG | Added | $38.1m134.5k shares |
| BARCLAYS PLC | New | $35.4m125.0k shares |
| PEAK6 LLC | Added | $31.1m109.6k shares |
| Twin Tree Management, LP | Reduced | $24.4m86.2k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $20.5m72.5k shares |
| Parallax Volatility Advisers, L.P. | Added | $20.3m71.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $261.8m924.1k shares |
| CITADEL ADVISORS LLC | Added | $123.7m436.7k shares |
| BARCLAYS PLC | Added | $89.8m317.0k shares |
| IMC-Chicago, LLC | Added | $62.7m221.3k shares |
| UBS Group AG | Added | $54.4m192.1k shares |
| JANE STREET GROUP, LLC | Added | $47.5m167.7k shares |
| GOLDMAN SACHS GROUP INC | Added | $37.1m130.8k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $31.3m110.4k shares |
| Point72 Asset Management, L.P. | New | $31.1m109.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $17.6m62.1k 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 |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
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 | — | 2 | $4.1m | — |
| Q2 2024 | 0 | — | 2 | $819.3k | — |
| Q3 2024 | 0 | — | 3 | $3.0m | $1.5m |
| Q4 2024 | 0 | — | 4 | $17.7m | $4.9m |
| Q1 2025 | 0 | — | 3 | $7.7m | $2.0m |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 3 | $2.0m | — |
| Q4 2025 | 0 | — | 3 | $1.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-01 | Banerjee Madhumita Moina Director | Sold | $258.0k1.0k shares |
| 2025-11-25 | Soliday Lance A SVP & Chief Accounting Officer | Sold | $219.9k856 shares |
| 2025-11-21 | Soliday Lance A SVP & Chief Accounting Officer | Sold | $210.6k849 shares |
| 2025-11-13 | Jacobson Craig A Director | Sold | $814.6k3.0k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.06% of their portfolio | 14.8m $4.2bn | Reduced -410.8k |
| BlackRock, Inc. 0.05% of their portfolio | 9.8m $2.8bn | Added +10.6k |
| STATE STREET CORP 0.05% of their portfolio | 5.6m $1.6bn | Reduced -25.3k |
| JPMORGAN CHASE & CO 0.10% of their portfolio | 5.4m $1.5bn | Reduced -4.2m |
| AQR CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 3.4m $954.5m | Reduced -276.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 3.3m $938.3m | Reduced -89.4k |
| NORGES BANK 0.09% of their portfolio | 3.0m $862.0m | Not comparable |
| Invesco Ltd. 0.08% of their portfolio | 2.9m $829.4m | Reduced -195.5k |
| ALKEON CAPITAL MANAGEMENT LLC 3.07% of their portfolio | 2.5m $701.3m | Unchanged |
| WINDACRE PARTNERSHIP LLC 7.15% of their portfolio | 2.4m $666.4m | Reduced -1.3m |
| VICTORY CAPITAL MANAGEMENT INC 0.35% of their portfolio | 2.2m $622.6m | Reduced -683.4k |
| MORGAN STANLEY 0.04% of their portfolio | 2.2m $612.6m | Added +517.2k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 2.1m $597.5m | Added +1.2m |
| PAR CAPITAL MANAGEMENT INC 14.64% of their portfolio | 1.9m $552.0m | Reduced -251.6k |
| LYRICAL ASSET MANAGEMENT LP 5.92% of their portfolio | 1.6m $452.5m | Reduced -91.0k |
| AMERIPRISE FINANCIAL INC 0.10% of their portfolio | 1.5m $421.4m | Reduced -271.5k |
| NORTHERN TRUST CORP 0.05% of their portfolio | 1.3m $364.5m | Added +15.0k |
| DEUTSCHE BANK AG\ 0.12% of their portfolio | 1.3m $364.4m | Added +456.2k |
| FMR LLC 0.02% of their portfolio | 1.3m $363.6m | Added +908.2k |
| Nuveen, LLC 0.09% of their portfolio | 1.3m $360.0m | Added +35.3k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 1.2m $332.5m | Reduced -23.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 1.1m $312.0m | Reduced -24.3k |
| AMERICAN CENTURY COMPANIES INC 0.14% of their portfolio | 968.9k $274.5m | Added +427.2k |
| Pacer Advisors, Inc. 0.70% of their portfolio | 943.8k $267.4m | Reduced -59.2k |
| NEUBERGER BERMAN GROUP LLC 0.20% of their portfolio | 929.6k $263.4m | Added +96.2k |
| LSV ASSET MANAGEMENT 0.57% of their portfolio | 927.1k $262.7m | Added +150 |
| Legal & General Group Plc 0.06% of their portfolio | 916.8k $259.7m | Reduced -35.2k |
| FIL Ltd 0.17% of their portfolio | 808.5k $229.1m | Reduced -11.0k |
| UBS Group AG 0.04% of their portfolio | 786.2k $222.8m | Reduced -238.7k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 783.7k $222.0m | Reduced -58.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 737.3k $208.9m | Added +2.2k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 693.4k $196.5m | Reduced -167.4k |
| FEDERATED HERMES, INC. 0.32% of their portfolio | 674.8k $191.2m | Added +46.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.30% of their portfolio | 643.8k $182.4m | Added +446.4k |
| Bridgewater Associates, LP 0.64% of their portfolio | 622.8k $176.4m | Reduced -109.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 620.3k $175.7m | Reduced -28.4k |
| Robeco Institutional Asset Management B.V. 0.25% of their portfolio | 619.9k $175.6m | Added +587 |
| FIRST TRUST ADVISORS LP 0.12% of their portfolio | 583.8k $165.4m | Added +499.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 582.6k $165.1m | Reduced -1.2m |
| BANK OF MONTREAL /CAN/ 0.07% of their portfolio | 577.7k $163.7m | Reduced -48.8k |
| Amundi 0.04% of their portfolio | 566.1k $160.4m | Added +234.2k |
| Balyasny Asset Management L.P. 0.29% of their portfolio | 552.9k $156.6m | Added +551.3k |
| Mariner, LLC 0.18% of their portfolio | 548.1k $155.3m | Added +53.9k |
| SEI INVESTMENTS CO 0.14% of their portfolio | 507.7k $143.8m | Added +144.0k |
| 1832 Asset Management L.P. 0.18% of their portfolio | 492.0k $139.4m | Added +479.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 486.5k $137.8m | Added +39.3k |
| Corient Private Wealth LP 0.02% of their portfolio | 458.4k $34.8m | Added +406.4k |
| Quantinno Capital Management LP 0.26% of their portfolio | 453.5k $128.5m | Added +153.8k |
| Caisse de depot et placement du Quebec 0.21% of their portfolio | 433.1k $122.7m | Added +75.8k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 412.1k $90.9m | Reduced -342.5k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 403.6k $114.3m | Added +138.9k |
| Tidal Investments LLC 0.46% of their portfolio | 387.4k $109.8m | Added +29.8k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 386.3k $109.4m | Reduced -14.9k |
| Fiera Capital Corp 0.35% of their portfolio | 385.8k $109.3m | Added +96.6k |
| Clearbridge Investments, LLC 0.09% of their portfolio | 377.3k $106.9m | Reduced -62.3k |
| PANAGORA ASSET MANAGEMENT INC 0.35% of their portfolio | 345.4k $97.9m | Added +207.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.34% of their portfolio | 344.2k $97.5m | Reduced -108.7k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 341.2k $96.7m | Added +38.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 333.0k $94.3m | Added +89.9k |
| Railway Pension Investments Ltd 1.10% of their portfolio | 330.9k $93.7m | Added +215.7k |
| Swiss National Bank 0.05% of their portfolio | 323.8k $91.7m | Reduced -26.7k |
| GLENVIEW CAPITAL MANAGEMENT, LLC 1.94% of their portfolio | 321.6k $91.1m | Reduced -38.2k |
| BARCLAYS PLC 0.04% of their portfolio | 316.0k $89.5m | Added +90.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 283.2k $80.2m | Reduced -14.4k |
| IEQ CAPITAL, LLC 0.23% of their portfolio | 275.9k $78.2m | Added +44.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.41% of their portfolio | 265.2k $75.1m | Reduced -8.4k |
| GOODNOW INVESTMENT GROUP, LLC 6.95% of their portfolio | 263.1k $74.5m | Reduced -81.8k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 250.0k $70.9m | Added +85.5k |
| Artisan Partners Limited Partnership 0.11% of their portfolio | 246.7k $69.9m | Reduced -49.0k |
| National Pension Service 0.05% of their portfolio | 245.9k $69.7m | Reduced -2.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 245.8k $69.5m | Added +8.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 245.3k $69.5m | Added +49.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 236.4k $67.0m | Added +26.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 232.2k $65.8m | Added +197.4k |
| GLENMEDE TRUST CO NA 0.31% of their portfolio | 227.7k $64.5m | First filing |
| California Public Employees Retirement System 0.04% of their portfolio | 223.6k $63.3m | Reduced -5.0k |
| SEIZERT CAPITAL PARTNERS, LLC 2.66% of their portfolio | 222.6k $63.1m | Reduced -55.0k |
| Gotham Asset Management, LLC 0.23% of their portfolio | 220.1k $62.4m | Added +69.2k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 218.8k $62.0m | Reduced -114.5k |
| MACKENZIE FINANCIAL CORP 0.07% of their portfolio | 213.0k $60.6m | Added +17.9k |
| Focus Partners Wealth 0.07% of their portfolio | 207.0k $58.6m | Added +76.1k |
| Holocene Advisors, LP 0.12% of their portfolio | 200.1k $56.7m | Added +160.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 199.6k $56.6m | Reduced -5.8k |
| STEADFAST CAPITAL MANAGEMENT LP 0.98% of their portfolio | 197.0k $55.8m | New |
| Skandinaviska Enskilda Banken AB (publ) 0.22% of their portfolio | 196.1k $55.6m | Reduced -330 |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 194.9k $55.2m | Added +157.0k |
| Vinva Investment Management Ltd 0.70% of their portfolio | 194.6k $56.0m | Added +78.0k |
| AustralianSuper Pty Ltd 0.25% of their portfolio | 190.0k $53.8m | Reduced -2.2k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.06% of their portfolio | 186.8k $52.9m | Added +111.1k |
| PRUDENTIAL FINANCIAL INC 0.06% of their portfolio | 182.4k $51.7m | Added +115.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio | 179.3k $50.8m | Reduced -110.5k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 177.9k $50.4m | Added +2.8k |
| STOCK YARDS BANK & TRUST CO 1.54% of their portfolio | 177.6k $50.3m | Reduced -3.1k |
| Patient Capital Management, LLC 1.93% of their portfolio | 176.3k $49.9m | Reduced -77.2k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 174.3k $49.5m | Added +55.4k |
| Swedbank AB 0.05% of their portfolio | 172.6k $48.9m | Reduced -3.5k |
| Korea Investment CORP 0.09% of their portfolio | 162.9k $46.1m | Added +18.1k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.16% of their portfolio | 162.8k $46.1m | Reduced -38.0k |
| Annex Advisory Services, LLC 0.88% of their portfolio | 162.2k $45.9m | Added +36.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 162.1k $45.9m | Unchanged |