ABNB
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 37.3 | P/B | 10.19 |
| EPS (TTM) | 4.40 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 31.9M | 0.1% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 26.1M | n/a | n/a |
| HARRIS ASSOCIATES L P | 19.2M | 3.2% | +3% |
| State Street | 17.7M | 0.1% | −1% |
| Geode Capital Management | 10.4M | 0.1% | +3% |
| Morgan Stanley | 10.4M | 0.1% | n/a |
Top institutional owners for ABNB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 17 | Bernstein David C | SELL | 1K | −$252K |
| SEP 16 | Blecharczyk Nathan | SELL | 591 | −$102K |
| SEP 03 | Bernstein David C | SELL | 5K | −$953K |
| SEP 01 | Blecharczyk Nathan | SELL | 239 | −$45K |
| AUG 28 | Blecharczyk Nathan | SELL | 600 | −$115K |
| AUG 26 | Blecharczyk Nathan | SELL | 3K | −$530K |
0 insider buys, 20 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ABNB yet.