BKNG
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 17.1 | P/B | 28.10 |
| EPS (TTM) | 9.04 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 2.7M | 0.2% | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.1M | n/a | n/a |
| State Street | 1.4M | 0.2% | −1% |
| JPMORGAN CHASE & CO | 1.1M | n/a | n/a |
| Dodge & Cox | 997K | 2.3% | +36% |
| Geode Capital Management | 891K | 0.2% | +4% |
Top institutional owners for BKNG 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 16 | Pisano Paulo | SELL | 2K | −$260K |
| SEP 02 | MYLOD ROBERT J JR | SELL | 1K | −$200K |
| SEP 01 | Pisano Paulo | SELL | 3K | −$610K |
| AUG 13 | Steenbergen Ewout L | SELL | 2K | −$402K |
| AUG 06 | MYLOD ROBERT J JR | SELL | 1K | −$207K |
| JUL 30 | MYLOD ROBERT J JR | SELL | 5K | −$1M |
0 insider buys, 10 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 BKNG yet.