Follow-The-Filings

Security · featured owners

ABNB Airbnb Inc.

Consumer Discretionary COM CL A Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #146
  • Max 3.6%
  • Master 0.20%
  • $3.4B
  • 2 add 5 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

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

8 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 16 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4/A Period Aug 28, 2026 Filing Doc
4 Period Aug 28, 2026 · 2 forms Filing Doc
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 24, 2026 · 2 forms Filing Doc
4 Period Aug 19, 2026 · 3 forms Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 11, 2026 · 2 forms Filing Doc
4 Period Aug 7, 2026 · 4 forms Filing Doc
4 Period Aug 3, 2026 · 2 forms Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jul 27, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jul 13, 2026 Filing Doc

Updated 5 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders