Stocklore

Airbnb, Inc. (ABNB)

Internet · US stock

What changed in recent filings

  • Revenue +17% YoYQuarter ended Jun 30, 2026
  • North America segment 48% → 44%Jun 30, 2024 → Jun 30, 2026
  • Institutions — 4 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Airbnb, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 6, 2026
    Revenue +16.5% YoY
    Released after the close: Aug 6 close → Aug 7 close, the stock moved +17.4% · over the same window, market +0.6% · sector +2.0%
  • 26Q1Released May 7, 2026
    Revenue +17.9% YoY
    Released after the close: May 7 close → May 8 close, the stock moved +0.7% · over the same window, market +0.8% · sector -0.4%
  • 25Q4Released Feb 12, 2026
    Revenue +12.0% YoY
    Released after the close: Feb 12 close → Feb 13 close, the stock moved +4.6% · over the same window, market +0.1% · sector -0.7%
  • 25Q3Released Nov 6, 2025
    Revenue +9.7% YoY
    Released after the close: Nov 6 close → Nov 7 close, the stock moved +0.3% · over the same window, market +0.1% · sector +0.4%

The next earnings release is estimated around Nov 5, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Airbnb, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2020 Q4 · 102021 Q1 · 82021 Q2 · 122021 Q3 · 112021 Q4 · 112022 Q1 · 102022 Q2 · 102022 Q3 · 112022 Q4 · 102023 Q1 · 92023 Q2 · 92023 Q3 · 92023 Q4 · 82024 Q1 · 102024 Q2 · 112024 Q3 · 102024 Q4 · 112025 Q1 · 122025 Q2 · 122025 Q3 · 92025 Q4 · 122026 Q1 · 102026 Q2 · 9
20 Q423 Q326 Q2

2020 Q4: 10 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Airbnb, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Temasek Holdings (Singapore)0.85% of portfolio · since 2021 Q2
  • National Pension Service (Korea)0.07% of portfolio · since 2021 Q4
  • Bridgewater Associates0.14% of portfolio · since 2022 Q1
  • Caisse de depot (Quebec)0.18% of portfolio · since 2022 Q2
  • Akre Capital Management3.31% of portfolio · since 2024 Q2
  • Harris Associates (Oakmark)3.58% of portfolio · since 2024 Q4
  • ARK Invest0.14% of portfolio · since 2025 Q1
  • Sequoia Capital (SC US)0.23% of portfolio · since 2025 Q4
  • Moore Capital Management0.05% of portfolio · since 2025 Q4

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Airbnb. The world's No. 1 short-stay platform. It maintains high margins with an asset-light model and is diversifying revenue with experiences.

What is the Internet sector?

Social, search, and platforms. Ad revenue is cyclical.

Airbnb, Inc. is classified under the Internet sector. See peers below.

Airbnb, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

30.6%
0.32x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Airbnb, Inc. vs Internet sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
13.6%vs benchmark 17.8%↓ below
Operating margin
21.0%vs benchmark 5.6%↑ above
Net margin
20.4%vs benchmark 17.3%↑ above
ROE
30.6%vs benchmark 23.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ABNB revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $3.6B, +16.5% YoY.

The largest segment is North America, 44.2% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the North America segment (about 42% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ABNB segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Sep '25Jun '26
North America 44%Europe, Middle East & Africa 39%Asia-Pacific 8%Latin America 8%

ETFs holding Airbnb, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLYState Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
1.49%
QQQInvesco QQQ Trust, Series 1
0.26%
QQQMInvesco NASDAQ 100 ETF
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.23%
VUGVANGUARD GROWTH INDEX FUND
0.17%
SPY
0.09%
VOOVANGUARD 500 INDEX FUND
0.09%
IVViShares Core S&P 500 ETF
0.09%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.08%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
0.08%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.08%

ABNB on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Internet average
See full ABNB analysis →

Peers · Internet

ABNB FAQ

What is Airbnb, Inc. (ABNB)?

Airbnb. The world's No. 1 short-stay platform. It maintains high margins with an asset-light model and is diversifying revenue with experiences.

What sector is Airbnb, Inc. in?

Airbnb, Inc. is classified under Internet. Social, search, and platforms. Ad revenue is cyclical.

What are Airbnb, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 13.6%, Operating margin 21.0%, Net margin 20.4%, ROE 30.6%, Debt-to-equity 0.32x. Definitions and interpretation are available on Stocklore.

What are Airbnb, Inc.'s main revenue segments?

The largest segment is North America, about 44.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Airbnb, Inc. (ABNB) stock?

On Stocklore you can see ABNB's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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