13FPulse
中
AB

ABNB AIRBNB INC-CLASS A

2026Q2 · CUSIP 009066101 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
1,268
Institutions that reported holding it to the SEC
Net decrease in holders
25
Last quarter 1,293 → now 1,268
How unusual is that
Bottom 20%
Stronger than only 5% of US stocks
What the filings say, in one paragraph

1,268 funds held ABNB at the end of 2026Q2, down 25 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $13.2B(YoY +13.6%), the P/E is 41.6x, return on equity is 34.5%. ABNB has had 13 buying rushes in its history, and the price moved -4.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q4: holders=399 2021Q1: holders=594 2021Q2: holders=767 2021Q3: holders=865 2021Q4: holders=1036 2022Q1: holders=1076 2022Q2: holders=970 2022Q3: holders=966 2022Q4: holders=948 2023Q1: holders=1045 2023Q2: holders=1031 2023Q3: holders=1077 2023Q4: holders=1134 2024Q1: holders=1173 2024Q2: holders=1175 2024Q3: holders=1118 2024Q4: holders=1202 2025Q1: holders=1197 2025Q2: holders=1242 2025Q3: holders=1204 2025Q4: holders=1289 2026Q1: holders=1293 2026Q2: holders=1268 -398 -199 +0 +199 +398 3598591358 20Q421Q221Q422Q222Q423Q223Q424Q224Q425Q225Q426Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 13 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5% +7.7% —
2025Q2 Top 10% -2.8% -1.0%
2024Q4 Top 5% -14.5% -22.3%
2024Q1 Top 10% -18.2% -9.0%
2023Q4 Top 10% -4.5% -21.9%
2023Q3 Top 5% +17.3% +15.9%
2023Q1 Top 1% in the market +18.1% +18.5%
2022Q1 Top 5% +12.3% -3.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
340
Change in large funds
+25
Total value they hold
$51.4B
Funds buying for the first time
163
Funds that sold out entirely
188
Price change that quarter
+35.9%
Funds holding puts (bearish)
42
Funds holding calls (bullish)
38

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
41.6
EPS (TTM)
$4.39
EPS YoY
+6.8%
Revenue (TTM)
$13.2B
Revenue YoY
+13.6%
Net margin
20.4%
ROE
34.5%
Debt ratio
72.9%
FCF (TTM)
—
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.22 2021-12-31: EPS 0.27 2022-03-31: EPS -0.03 2022-06-30: EPS 0.56 2022-09-30: EPS 1.79 2022-12-31: EPS 0.47 2023-03-31: EPS 0.18 2023-06-30: EPS 0.98 2023-09-30: EPS 6.63 2023-12-31: EPS -0.55 2024-03-31: EPS 0.41 2024-06-30: EPS 0.86 2024-09-30: EPS 2.13 2024-12-31: EPS 0.71 2025-03-31: EPS 0.24 2025-06-30: EPS 1.03 2025-09-30: EPS 2.21 2025-12-31: EPS 0.55 2026-03-31: EPS 0.26 2026-06-30: EPS 1.37 0B 2.0B 4.1B $B -0.61 3.34 7.29 202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 35 14 39 65 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-263M659M1.6B 2020202120222023202420252026
Latest quarter $1.3B (2023-09-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.