Airbnb, Inc.
ABNB · Services-To Dwellings & Other Buildings · 662.0M shares · +26%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $1.1B (gross $2.3B, SBC $1.1B)
Reference price $150.00 · est. market cap ~$99.3B — last insider sale, 2026-06-29 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B83gen composite 79pct→83
Notable findings
- Chronic dilutionShare count +26%/yr over 4y (dilution, book value/share -32%)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Strong balance sheetStrong balance sheet — $11.0B cash & investments
- AccumulatingInstitutional holders rose 22→24 QoQ (2025-12-31→2026-03-31)
- Notable holderHeld by 7 notable fund(s): STATE STREET CORP, FMR LLC, CITADEL ADVISORS LLC +4 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
83.0%
Operating margin
20.8%
Net margin
20.5%
Return on equity
30.6%
Return on assets
11.3%
ROIC
19.7%
Revenue growth (QoQ)
17.9%
Net-income growth
-5.2%
Debt / equity
0.2×
Current ratio
1.4×
Tangible book value
$7.4B
Cash & investments
$11.0B
Stock comp / revenue
13.0%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Brian Chesky | CEO and Chairman | $242K FY2025 |
| Aristotle Balogh | Chief Technology Officer | $12M FY2025 |
| Bernstein David C | Chief Accounting Officer | — |
| Chief Financial Officer | Officer | $12M FY2025 |
| Mertz Elinor | Chief Financial Officer | — |
| Nathan Blecharczyk | Chief Strategy Officer | $8M FY2025 |
| Alfred Lin | Director | $405K FY2025 |
| Amrita Ahuja | Director | $367K FY2025 |
| Angela Ahrendts | Director | $400K FY2025 |
| James Manyika | Director | $387K FY2025 |
| Jeffrey Jordan | Director | $397K FY2025 |
| Joseph Gebbia | Director | $362K FY2025 |
| Kenneth Chenault | Director | $415K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-29 | CHENAULT KENNETH I | Sell | 8.3K | $150.00 |
| 2026-06-29 | CHENAULT KENNETH I | Option exercise | 8.3K | $59.91 |
| 2026-06-29 | Gebbia Joseph | Sell | 200 | $145.90 |
| 2026-06-29 | Gebbia Joseph | Sell | 21K | $146.61 |
| 2026-06-29 | Gebbia Joseph | Sell | 78K | $147.69 |
| 2026-06-29 | Gebbia Joseph | Sell | 119K | $148.41 |
| 2026-06-29 | Gebbia Joseph | Sell | 46K | $149.50 |
| 2026-06-29 | Gebbia Joseph | Sell | 30K | $150.03 |
| 2026-06-26 | Blecharczyk Nathan | Sell | 9.2K | $145.58 |
| 2026-06-26 | Blecharczyk Nathan | Conversion | 96K | — |
| 2026-06-26 | Blecharczyk Nathan | Sell | 13K | $146.59 |
| 2026-06-26 | Blecharczyk Nathan | Sell | 8.8K | $147.07 |
| 2026-06-25 | Blecharczyk Nathan | Conversion | 2.1K | — |
| 2026-06-25 | Blecharczyk Nathan | Sell | 2.1K | $145.09 |
| 2026-06-24 | Blecharczyk Nathan | Conversion | 88K | — |
| 2026-06-24 | Blecharczyk Nathan | Sell | 61K | $145.56 |
| 2026-06-24 | Blecharczyk Nathan | Sell | 25K | $146.29 |
| 2026-06-24 | Blecharczyk Nathan | Sell | 2.4K | $147.09 |
| 2026-06-15 | Gebbia Joseph | Sell | 1.4K | $135.27 |
| 2026-06-15 | Gebbia Joseph | Sell | 1.5K | $134.71 |
| 2026-06-15 | Gebbia Joseph | Sell | 600 | $136.97 |
| 2026-06-15 | Gebbia Joseph | Sell | 35K | $137.73 |
| 2026-06-15 | Gebbia Joseph | Sell | 187K | $138.53 |
| 2026-06-15 | Gebbia Joseph | Sell | 38K | $139.38 |
| 2026-06-15 | Gebbia Joseph | Sell | 900 | $140.05 |
| 2026-06-15 | Chesky Brian | Sell | 1.3K | $135.07 |
| 2026-06-15 | Chesky Brian | Sell | 4.3K | $137.73 |
| 2026-06-15 | Chesky Brian | Sell | 21K | $138.53 |
| 2026-06-15 | Chesky Brian | Sell | 4.2K | $139.32 |
| 2026-06-15 | Chesky Brian | Sell | 300 | $140.07 |
| 2026-06-09 | Chesky Brian | Sell | 2.1K | $135.22 |
| 2026-06-09 | Chesky Brian | Sell | 2.1K | $136.20 |
| 2026-06-08 | Chesky Brian | Sell | 36K | $135.30 |
| 2026-06-08 | Chesky Brian | Sell | 1.6K | $136.12 |
| 2026-06-05 | Chesky Brian | Sell | 17K | $135.17 |
| 2026-06-04 | Chesky Brian | Sell | 28K | $136.42 |
| 2026-06-04 | Chesky Brian | Sell | 5.6K | $137.07 |
| 2026-06-04 | Chesky Brian | Sell | 31K | $135.72 |
| 2026-06-02 | Chesky Brian | Sell | 19K | $133.70 |
| 2026-06-02 | Chesky Brian | Sell | 6.7K | $132.57 |
| 2026-06-02 | Chesky Brian | Sell | 36K | $134.39 |
| 2026-06-02 | Chesky Brian | Sell | 800 | $135.71 |
| 2026-06-02 | Mertz Elinor | Sell | 7.4K | $136.24 |
| 2026-06-01 | Gebbia Joseph | Sell | 12K | $132.52 |
| 2026-06-01 | Gebbia Joseph | Sell | 49K | $133.49 |
| 2026-06-01 | Gebbia Joseph | Sell | 49K | $134.52 |
| 2026-06-01 | Gebbia Joseph | Sell | 54K | $135.37 |
| 2026-06-01 | Gebbia Joseph | Sell | 25K | $136.35 |
| 2026-06-01 | Gebbia Joseph | Sell | 76K | $137.51 |
| 2026-06-01 | Chesky Brian | Sell | 8.2K | $132.63 |
| 2026-06-01 | Chesky Brian | Sell | 24K | $133.47 |
| 2026-06-01 | Chesky Brian | Sell | 21K | $134.54 |
| 2026-06-01 | Chesky Brian | Sell | 49K | $135.37 |
| 2026-06-01 | Chesky Brian | Sell | 15K | $136.33 |
| 2026-06-01 | Chesky Brian | Sell | 66K | $137.61 |
| 2026-06-01 | Chesky Brian | Sell | 1.2K | $138.02 |
| 2026-06-01 | Chesky Brian | Sell | 5.5K | $135.33 |
| 2026-06-01 | Chesky Brian | Sell | 1.8K | $136.28 |
| 2026-06-01 | Chesky Brian | Sell | 7.9K | $137.60 |
| 2026-06-01 | Chesky Brian | Sell | 57 | $138.03 |
| 2026-05-29 | Chesky Brian | Sell | 4.8K | $135.16 |
| 2026-05-29 | Chesky Brian | Sell | 37K | $135.20 |
| 2026-05-29 | Chesky Brian | Sell | 500 | $132.95 |
| 2026-05-29 | Chesky Brian | Sell | 32K | $133.47 |
| 2026-05-29 | Chesky Brian | Sell | 34K | $134.41 |
| 2026-05-28 | Chesky Brian | Sell | 1.2K | $129.82 |
| 2026-05-28 | Chesky Brian | Sell | 151K | $131.56 |
| 2026-05-28 | Chesky Brian | Sell | 38K | $132.61 |
| 2026-05-28 | Chesky Brian | Sell | 13K | $133.48 |
| 2026-05-28 | Chesky Brian | Sell | 45K | $134.44 |
| 2026-05-28 | Chesky Brian | Sell | 18K | $130.85 |
| 2026-05-27 | Chesky Brian | Sell | 1.8K | $131.96 |
| 2026-05-27 | Chesky Brian | Sell | 95K | $133.37 |
| 2026-05-27 | Chesky Brian | Sell | 39K | $134.20 |
| 2026-05-27 | Chesky Brian | Sell | 8.0K | $132.54 |
| 2026-05-27 | Chesky Brian | Sell | 8.8K | $133.38 |
| 2026-05-27 | Chesky Brian | Sell | 3.1K | $134.18 |
| 2026-05-27 | Chesky Brian | Sell | 94K | $132.52 |
| 2026-05-26 | Gebbia Joseph | Sell | 1.6K | $133.31 |
| 2026-05-26 | Gebbia Joseph | Sell | 780 | $132.75 |
| 2026-05-26 | Gebbia Joseph | Sell | 336 | $134.54 |
| 2026-05-26 | Gebbia Joseph | Sell | 188 | $135.37 |
| 2026-05-26 | Gebbia Joseph | Sell | 4 | $136.01 |
| 2026-05-25 | Lin Alfred | Grant | 2.9K | — |
| 2026-05-25 | Gebbia Joseph | Conversion | 200 | — |
| 2026-05-25 | Gebbia Joseph | Grant | 2.7K | — |
| 2026-05-25 | CHENAULT KENNETH I | Grant | 3.1K | — |
| 2026-05-25 | Ahuja Amrita | Grant | 2.9K | — |
| 2026-05-25 | AHRENDTS ANGELA J | Grant | 3.0K | — |
| 2026-05-25 | Manyika James | Grant | 2.9K | — |
| 2026-05-25 | JORDAN JEFFREY D | Grant | 3.0K | — |
| 2026-05-20 | Blecharczyk Nathan | Sell | 2.7K | $131.40 |
| 2026-05-19 | Blecharczyk Nathan | Conversion | 450 | — |
| 2026-05-19 | Blecharczyk Nathan | Tax withheld | 4.1K | $134.40 |
| 2026-05-19 | Mertz Elinor | Tax withheld | 6.9K | $134.30 |
| 2026-05-19 | Bernstein David C | Tax withheld | 850 | $134.30 |
| 2026-05-19 | Gebbia Joseph | Conversion | 3.5M | — |
| 2026-05-18 | Gebbia Joseph | Sell | 11K | $133.70 |
| 2026-05-18 | Gebbia Joseph | Sell | 18K | $134.60 |
| 2026-05-18 | Gebbia Joseph | Sell | 16K | $135.34 |
| 2026-05-18 | Gebbia Joseph | Sell | 7.5K | $136.45 |
| 2026-05-18 | Gebbia Joseph | Sell | 421 | $137.06 |
| 2026-05-18 | Gebbia Joseph | Sell | 1.3K | $132.91 |
| 2026-05-11 | Blecharczyk Nathan | Conversion | 627 | — |
| 2026-05-11 | Blecharczyk Nathan | Sell | 447 | $145.47 |
| 2026-05-11 | Blecharczyk Nathan | Sell | 180 | $146.17 |
| 2026-05-08 | Blecharczyk Nathan | Conversion | 60K | — |
| 2026-05-08 | Blecharczyk Nathan | Sell | 43K | $145.48 |
| 2026-05-08 | Blecharczyk Nathan | Sell | 17K | $146.24 |
| 2026-05-04 | Mertz Elinor | Sell | 3.8K | $143.00 |
| 2026-05-04 | Gebbia Joseph | Sell | 2.7K | $138.75 |
| 2026-05-04 | Gebbia Joseph | Sell | 17K | $139.35 |
| 2026-05-04 | Gebbia Joseph | Sell | 21K | $140.34 |
| 2026-05-04 | Gebbia Joseph | Sell | 15K | $141.39 |
| 2026-05-04 | Gebbia Joseph | Sell | 1.3K | $142.49 |
| 2026-05-04 | Gebbia Joseph | Sell | 1.5K | $143.06 |
| 2026-04-23 | Blecharczyk Nathan | Grant | 39K | — |
| 2026-04-23 | Bernstein David C | Grant | 11K | — |
| 2026-04-23 | Mertz Elinor | Grant | 73K | — |
| 2026-04-22 | Blecharczyk Nathan | Sell | 13K | $145.37 |
| 2026-04-22 | Blecharczyk Nathan | Sell | 200 | $147.00 |
| 2026-04-22 | Blecharczyk Nathan | Conversion | 25K | — |
| 2026-04-22 | Blecharczyk Nathan | Sell | 11K | $146.42 |
| 2026-04-21 | Blecharczyk Nathan | Conversion | 11K | — |
| 2026-04-21 | Blecharczyk Nathan | Sell | 11K | $145.25 |
| 2026-04-20 | Gebbia Joseph | Sell | 3.3K | $140.77 |
| 2026-04-20 | Gebbia Joseph | Sell | 7.7K | $141.58 |
| 2026-04-20 | Gebbia Joseph | Sell | 26K | $142.49 |
| 2026-04-20 | Gebbia Joseph | Sell | 21K | $143.36 |
| 2026-04-08 | Mertz Elinor | Sell | 3.8K | $130.99 |
| 2026-04-06 | Gebbia Joseph | Sell | 1.3K | $124.75 |
| 2026-04-06 | Gebbia Joseph | Sell | 20K | $125.67 |
| 2026-04-06 | Gebbia Joseph | Sell | 37K | $126.48 |
| 2026-04-06 | Gebbia Joseph | Sell | 100 | $127.02 |
| 2026-03-23 | Gebbia Joseph | Sell | 4.1K | $130.43 |
| 2026-03-23 | Gebbia Joseph | Sell | 7.0K | $131.66 |
| 2026-03-23 | Gebbia Joseph | Sell | 31K | $132.59 |
| 2026-03-23 | Gebbia Joseph | Sell | 16K | $133.27 |
| 2026-03-09 | Gebbia Joseph | Sell | 3.1K | $128.72 |
| 2026-03-09 | Gebbia Joseph | Sell | 9.3K | $129.35 |
| 2026-03-09 | Gebbia Joseph | Sell | 18K | $130.73 |
| 2026-03-09 | Gebbia Joseph | Sell | 14K | $131.42 |
| 2026-03-09 | Gebbia Joseph | Sell | 1.6K | $132.37 |
| 2026-03-09 | Gebbia Joseph | Sell | 8.0K | $133.80 |
| 2026-03-09 | Gebbia Joseph | Sell | 4.1K | $134.07 |
| 2026-03-05 | Mertz Elinor | Sell | 4.3K | $135.73 |
| 2026-03-02 | Mertz Elinor | Sell | 3.8K | $130.00 |
| 2026-02-23 | Gebbia Joseph | Sell | 12K | $120.44 |
| 2026-02-23 | Gebbia Joseph | Sell | 13K | $121.51 |
| 2026-02-23 | Gebbia Joseph | Sell | 26K | $122.23 |
| 2026-02-23 | Gebbia Joseph | Sell | 1.0K | $123.50 |
| 2026-02-23 | Gebbia Joseph | Sell | 1.9K | $124.38 |
| 2026-02-23 | Gebbia Joseph | Sell | 2.3K | $125.38 |
| 2026-02-23 | Gebbia Joseph | Sell | 300 | $126.39 |
| 2026-02-23 | Gebbia Joseph | Sell | 400 | $127.71 |
| 2026-02-23 | Gebbia Joseph | Sell | 100 | $128.29 |
| 2026-02-20 | Chesky Brian | Conversion | 3.3K | — |
| 2026-02-20 | Chesky Brian | Conversion | 252K | — |
| 2026-02-20 | Blecharczyk Nathan | Sell | 4.3K | $125.29 |
| 2026-02-19 | Blecharczyk Nathan | Tax withheld | 2.5K | $124.27 |
| 2026-02-19 | Blecharczyk Nathan | Conversion | 400 | — |
| 2026-02-19 | Mertz Elinor | Tax withheld | 4.4K | $124.27 |
| 2026-02-19 | Bernstein David C | Tax withheld | 805 | $124.27 |
| 2026-02-09 | Gebbia Joseph | Sell | 25K | $120.73 |
| 2026-02-09 | Gebbia Joseph | Sell | 31K | $121.45 |
| 2026-02-09 | Gebbia Joseph | Sell | 1.3K | $122.19 |
| 2026-02-02 | Mertz Elinor | Sell | 3.8K | $130.00 |
| 2026-01-26 | Gebbia Joseph | Sell | 1.7K | $131.71 |
| 2026-01-26 | Gebbia Joseph | Sell | 14K | $132.67 |
| 2026-01-26 | Gebbia Joseph | Sell | 36K | $133.46 |
| 2026-01-26 | Gebbia Joseph | Sell | 5.8K | $134.15 |
| 2026-01-12 | Gebbia Joseph | Sell | 300 | $140.13 |
| 2026-01-12 | Gebbia Joseph | Sell | 5.3K | $139.40 |
| 2026-01-12 | Gebbia Joseph | Sell | 48K | $138.41 |
| 2026-01-12 | Gebbia Joseph | Sell | 4.7K | $137.69 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-11 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-03-16 | Material agreementDebt obligationOtherExhibits | filing ↗ |
| 2026-02-12 | ResultsExhibits | filing ↗ |
| 2025-11-21 | Exec/director change | filing ↗ |
| 2025-11-06 | ResultsExhibits | filing ↗ |
| 2025-08-06 | ResultsExhibits | filing ↗ |
| 2025-06-09 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-11 | 2026-06-05 | 0001559720-26-000018 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001193125-26-211816 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001559720-26-000014 ↗ |
| DEF 14A | 2026-04-24 | 2026-06-05 | 0001193125-26-175062 ↗ |
| 8-K | 2026-03-16 | 2026-03-12 | 0001193125-26-108514 ↗ |
| 10-K | 2026-02-12 | 2025-12-31 | 0001559720-26-000004 ↗ |
| 8-K | 2026-02-12 | 2026-02-12 | 0001193125-26-048670 ↗ |
| 8-K | 2025-11-21 | 2025-11-18 | 0001193125-25-291024 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269432 ↗ |
| 10-Q | 2025-11-06 | 2025-09-30 | 0001559720-25-000030 ↗ |
| 10-Q | 2025-08-06 | 2025-06-30 | 0001559720-25-000025 ↗ |
| 8-K | 2025-08-06 | 2025-08-06 | 0001193125-25-174438 ↗ |