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ABNB in the 13F filings

Airbnb Inc · CUSIP 009066101

Sector · Business and payment servicesTheme · Consumer and digital platforms· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
44
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 32 listed it in both
Shares listed
93,630,429
combined, among listed positions
Reported value
$11.8bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 24 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +4,709,813.

Managers listing ABNB in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

44 of 44 holders

ActionFiling
Harris Associates LP19,162,235$2.4bn3.23%Added+467,82715 May 2026 (the filing on sec.gov)
Invesco Ltd14,897,692$1.9bn0.18%Trimmed-413,60512 May 2026 (the filing on sec.gov)
AQR Capital Management LLC7,999,751$997m0.46%Added+1,236,96715 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,752,142$979m0.05%Trimmed-1,393,47515 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC4,904,261$619m0.88%Added+1,321,69513 May 2026 (the filing on sec.gov)
Two Sigma Investments LP3,458,771$437m0.35%Added+1,545,27615 May 2026 (the filing on sec.gov)
Wellington Management Group LLP3,204,126$405m0.08%Trimmed-2,058,49015 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc3,204,076$405munder 0.1%Added+1,998,08315 May 2026 (the filing on sec.gov)
MFS Investment Management3,053,593$392m0.13%Added+1,690,89914 May 2026 (the filing on sec.gov)
Marshall Wace LLP3,033,731$383m0.38%Added+2,818,58315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC3,019,772$381m0.06%Added+1,175,40315 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,576,538$325m0.20%Trimmed-1,173,14715 May 2026 (the filing on sec.gov)
Polen Capital Management LLC2,273,747$287m1.99%Trimmed-756,98314 May 2026 (the filing on sec.gov)
Akre Capital Management LLC2,034,473$257m4.19%Trimmed-1,438,77014 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC1,830,841$231m0.36%Trimmed-1,107,62014 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,686,003$213m0.28%Added+1,675,00515 May 2026 (the filing on sec.gov)
Man Group PLC1,150,545$145m0.26%Added+677,12515 May 2026 (the filing on sec.gov)
Walleye Capital LLC1,076,102$136m0.57%Added+420,06813 May 2026 (the filing on sec.gov)
Artisan Partners LP1,047,700$132m0.21%Trimmed-309,26313 May 2026 (the filing on sec.gov)
Jane Street Group LLC855,957$108munder 0.1%Added+835,36412 May 2026 (the filing on sec.gov)
Point72 Asset Management LP843,683$107m0.14%Added+329,85515 May 2026 (the filing on sec.gov)
Holocene Advisors LP791,424$100m0.24%Added+275,30415 May 2026 (the filing on sec.gov)
Millennium Management LLC777,317$98munder 0.1%Added+610,16715 May 2026 (the filing on sec.gov)
AllianceBernstein LP565,823$77munder 0.1%Added+6,26515 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC552,240$70m0.08%Trimmed-73,29415 May 2026 (the filing on sec.gov)
Page 1 of 2

What managers have written about ABNB

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

By writers not tracked in the 13F universe

Their positions are not shown: no 13F filings of theirs are tracked here.

Every letter beside its positions →

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
27 in Q3 2024 to 29 in Q2 2026

Tracked managers listing it, at least.

010203040202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ABNB by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202018$4.8bnn.a.n.a.
Q1 202116$4.4bnn.a.n.a.
Q2 202132$8.7bnn.a.n.a.
Q3 202128$12.6bnn.a.n.a.
Q4 202123$13.8bnn.a.n.a.
Q1 202229$16.4bnn.a.n.a.
Q2 202223$8.8bnn.a.n.a.
Q3 202221$9.9bnn.a.n.a.
Q4 202223$8.5bnn.a.n.a.
Q1 202321$11.7bnn.a.n.a.
Q2 202321$13.9bnn.a.n.a.
Q3 202322$13.5bnn.a.n.a.
Q4 202316$11.7bn610
Q1 202424$14.7bn168
Q2 202430$11.1bn2110
Q3 202427$9.3bn1711
Q4 202427$9.3bn1810
Q1 202530$8.8bn2013
Q2 202534$10.0bn279
Q3 202532$9.3bn2212
Q4 202535$12.2bn2519
Q1 202638$11.7bn2422
Q2 202629$13.1bn1627

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ABNB and GOOGL →ABNB and AMZN →ABNB and GOOG →Choose a stock to compare with ABNB →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ABNB, latest filings →Back to the 13F Explorer →