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ABNB Airbnb

Consumer Discretionary, filed as AIRBNB INC (COM CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 5

  • 8 Owners
  • #145
  • Max 3.6%
  • Master 0.20%
  • $3.4B
  • 1 add 4 reduce 1 exit 2 small

In 2026 Q2, 1 manager added, 4 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 3.6% (Bill Nygren / Oakmark, Harris Associates L P). Not free-float ownership.

  1. Bill Nygren / Oakmark Reduce 3.6%
  2. Chuck Akre Reduce 3.3%
  3. Spencer Waxman Add 3.2%
  4. Polen Capital Management Reduce 2.0%
  5. Ron Baron Add 0.38%
  6. Bill Miller Reduce 0.30%

Who owns ABNB

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Nygren / Oakmark, Harris Associates L P 3.6% Small trim −1.6% 18,861,551 $2.7B History
Ron Baron, Bamco Inc. (Baron Capital) 0.38% Add +22.0% 1,758,065 $252M History
Polen Capital Management 2.0% Reduce −27.4% 1,649,884 $236M History
Chuck Akre, Akre Capital Management 3.3%, was 4.2% Reduce −41.8% 1,183,749 $169M History
Spencer Waxman, Shannon River Fund Management 3.2% Small add +0.3% 247,836 $35M History
Thomas Gayner, Markel Group 0.26% Hold 242,389 $35M History
Cathie Wood, Ark Investment Management 0.14%, was 0.16% Reduce −8.3% 148,320 $21M History
Bill Miller, Miller Value Partners 0.30%, was 0.53% Reduce −44.7% 8,921 $1.3M History
Davidson Kempner Capital Management exited 2026 Q2 Last 2026 Q1 0.17% Exit −0.17% 100,000 $13M History

8 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ABNB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ABNB insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $1.2B sold by 7 insiders under 10b5-1 plans
  1. David C Bernstein Chief Accounting Officer
    Planned sale
    $230K 1,369 shares at $168.01 2.9% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  2. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $2.2M 13,615 shares at $165.18 40% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  3. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $2.1M 13,615 shares at $156.82 40% of stake
    Traded Sep 28 Filed Sep 30
    ↗
  4. David C Bernstein Chief Accounting Officer
    Planned sale
    $252K 1,489 shares at $168.93 3.1% of stake
    Traded Sep 15 Filed Sep 17
    ↗
  5. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $2.3M 13,615 shares at $172.36 40% of stake
    Traded Sep 14 Filed Sep 16
    ↗
  6. David C Bernstein Chief Accounting Officer
    Planned sale
    $953K 5,224 shares at $182.49 9.7% of stake
    Traded Sep 1 Filed Sep 3
    ↗
  7. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $13.5M 70,775 shares at $190.05 78% of stake
    Traded Aug 28–31 Filed Sep 1
    ↗
  8. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $3.7M 19,659 shares at $190.73 49% of stake
    Traded Aug 26 Filed Aug 28
    ↗
  9. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $67.3M 353,292 shares at $190.56 66% of stake
    Traded Aug 24–25 Filed Aug 26
    ↗
  10. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $505K 2,738 shares at $184.42 3.5% of stake
    Traded Aug 20 Filed Aug 21
    ↗
  11. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $2.5M 13,615 shares at $182.86 36% of stake
    Traded Aug 17 Filed Aug 19
    ↗
  12. Brian Chesky CEO
    Planned sale
    $3.5M 20,000 shares at $173.61 77% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  13. Brian Chesky CEO
    Planned sale
    $35M 200,000 shares at $174.79 1.9% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  14. Nathan Blecharczyk Chief Strategy Officer
    Planned sale
    $92.6M 531,000 shares at $174.41 76% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  15. Kenneth I Chenault Director
    Planned sale
    $1.4M 8,346 shares at $170.00 17% of stake
    Traded Aug 7 Filed Aug 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 41 conversions, 14 gifts, 13 share withholdings for taxes, 11 stock grants, 6 option exercises, and 6 other transactions.

Congress

6 members of Congress traded ABNB in the last three years: 2 buys and 7 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Michael Guest R-MS-3Spouse Sell $1K–$15K Dec 16, 2025 filed Aug 14
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Robert P. Bresnahan, Jr. R-PA-8 Sell $1K–$15K Apr 8, 2025 filed Apr 28, 2025
  4. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Feb 25, 2025 filed Mar 27, 2025
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Jan 24, 2025 filed Feb 11, 2025
  6. William R. Keating D-MA-9 Sell $1K–$15K Jan 7, 2025 filed Jan 15, 2025

SEC filings

Recent issuer filings from EDGAR, 5 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.92B $11.1B $12.24B
Gross profit * $8.21B $9.22B $10.16B
Gross margin * 82.8% 83.1% 83.0%
Net income $4.79B $2.65B $2.51B
Net margin * 48.3% 23.9% 20.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $16.51B $17.18B $18.8B
Total non-current assets * $4.14B $3.78B $3.41B
Total assets $20.64B $20.96B $22.21B
Total current liabilities $9.95B $10.16B $13.65B
Total non-current liabilities * $2.53B $2.39B $0.36B
Total equity $8.16B $8.41B $8.2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.88B $4.52B $4.65B
Cash from investing -$1.04B -$0.616B -$0.748B
Cash from financing -$2.43B -$3.57B -$3.83B
Net change in cash $564M $93M $726M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.