ABNB at a glance
Airbnb (ABNB, SEC CIK 1559720) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Airbnb (ABNB) reported revenue of $12.2 billion (up 10.3% from FY2024) and net income of $2.5 billion.
- As of June 30, 2026, 43 institutional investment managers tracked by SignalX reported holding Airbnb (ABNB) shares worth $23.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Blecharczyk Nathan on September 28, 2026 of 134 shares at $158.31 per share.
- In the last 90 days, ABNB insiders reported 0 open-market purchases ($0) and 99 open-market sales ($620.3M) on Form 4, a net sale of $620.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $12.2B
- +10.3% vs prior year
- Insiders · 90 days
- 0 buys · 99 sells
- Net −$620.3M
- 13F holders
- 43 funds
- $23.7B · −1 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk from insurance laws impacting Host Damage Protection program; potential coverage denials, premium increases, and insolvent insurers affecting cost and liability
- Macroeconomic exposure to global travel downturns; 61% of revenue outside U.S. vulnerable to economic, political, and pandemic disruptions
- Operational dependency on third-party support providers and AI-driven customer service expansion, risking quality deterioration and rising costs
- Competitive threat from search engines like Google potentially disintermediating platform traffic and leveraging own travel services
- Financial risk from managing substantial customer funds; failure in internal controls or regulatory compliance could lead to penalties and reputational damage
Business Overview
- Core business model: Global marketplace connecting guests with unique stays, experiences, and services across 220+ countries and regions
- Introduced Airbnb Services and redesigned experiences in May 2025 to expand offerings beyond traditional travel accommodations
- Strategic emphasis on localized product updates and marketing in less mature markets to drive global expansion and user engagement
- Employee count grew to approximately 8,200 in 2025 with an additional 13,000 third-party workers supporting community contacts
- Completed major technology stack rebuild in 2025, enhancing scalability, AI integration, and platform stability for faster innovation and trust improvements
Management Discussion & Analysis
- Revenue $12.2B, up 10% YoY (+$1.1B), driven by Nights and Seats Booked growth and 3% ADR increase
- Net income $2.5B, down 5% YoY; net margin 21% vs 24% due to higher compensation, marketing, and lower interest income
- Best segment Latin America revenue $1.16B (+20%), worst North America revenue $5.2B (+4%): largest regional revenue but slowest growth
- Operating cash flow $4.6B (+3%), free cash flow $4.6B with $3.8B of share repurchases completed, $5.6B repurchase capacity remaining
- Management sees macroeconomic and geopolitical risks (inflation, currency, tariffs) as uncertain future impact; no material effect to date
AI summary of the ABNB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $3.608B, up 17% YoY from $3.096B, driven by higher check-ins and ADR
- Net income margin 23% vs 21%; operating margin 21% vs 20% YoY
- Latin America and Asia Pacific led Nights and Seats Booked growth; bookings 148M, up 10%
- Operating cash flow $1.270B vs $975M; FCF $1.253B vs $962M
- Share repurchases $1.1B for 7.9M shares; macroeconomic and geopolitical risks remain uncertain
Risk Factors
- No risk-factors section provided; submitted text covers repurchases, trading plans, exhibits, and signatures
- $6.0 billion share-repurchase authorization, with $3,447 million remaining as of June 30, 2026
- 7.9 million shares repurchased during the quarter at average $135.17 per share
- Chief Accounting Officer adopted 10b5-1 plan covering 14,809 shares through February 25, 2027
AI summary of the ABNB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 references Exhibit 99.1, which contains Airbnb’s fiscal-year 2026 results
- Results are furnished rather than filed, limiting Exchange Act Section 18 liability and incorporation into other filings
Item EX-99.1: Item EX-99.1
- Q2 revenue $3.6B, up 17% YoY; GBV $27.2B, up 16%; Nights and Seats Booked 148.3M, up 10%
- Net income $816M with 23% margin; Adjusted EBITDA $1.3B and 35% margin, up 21% YoY
Item 5.07: Submission of Matters to a Vote of Security Holders
- Nathan Blecharczyk, Alfred Lin and James Manyika reelected as Class III directors for three-year terms
- PwC appointment ratified for fiscal year ending December 31, 2026, with 3,861,857,267 votes supporting
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 covers Airbnb’s fiscal-year 2026 results announcement
- Exhibit 99.1 contains the substantive financial results and management commentary
AI summaries of ABNB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ABNB
Don't miss the next ABNB filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Blecharczyk Nathan | C | Sep 28, 2026 | 17,692 | - |
| Blecharczyk Nathan | Sell | Sep 28, 2026 | 134 | $158.31 |
| Blecharczyk Nathan | Sell | Sep 28, 2026 | 1,231 | $155.74 |
| Blecharczyk Nathan | Sell | Sep 28, 2026 | 481 | $154.45 |
| Blecharczyk Nathan | Sell | Sep 28, 2026 | 5,684 | $156.54 |
| Blecharczyk Nathan | Sell | Sep 28, 2026 | 6,085 | $157.47 |
| Blecharczyk Nathan | C | Sep 28, 2026 | 17,692 | - |
| Mertz Elinor | A | Sep 28, 2026 | 11,204 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $9.9B | $11.1B | $12.2B | |
| Operating Income | $1.5B | $2.6B | $2.5B | |
| Net Income | $4.8B | $2.6B | $2.5B | |
| Op. Margin | 15.3% | 23.0% | 20.8% | |
| Net Margin | 48.3% | 23.9% | 20.5% | |
| Balance Sheet | ||||
| Total Assets | $20.6B | $21.0B | $22.2B | |
| Equity | $8.2B | $8.4B | $8.2B | |
| ROE | 58.7% | 31.5% | 30.6% | |
| Cash Flow | ||||
| Operating CF | $3.9B | $4.5B | $4.6B | |
Source: XBRL data in Airbnb (ABNB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ABNB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 43 | $23.72B |
| Q1 2026 | 44 | $20.46B |
| Q4 2025 | 41 | $23.54B |
| Q3 2025 | 44 | $19.76B |
| Q2 2025 | 40 | $21.25B |
| Q1 2025 | 38 | $15.88B |
| Q4 2024 | 32 | $13.54B |
| Q3 2024 | 28 | $6.02B |
- AQR Capital Management+2.62M (+33%)
- Invesco Ltd+1.28M (+9%)
- Ameriprise Financial+1.12M (+51%)
- BlackRock+1.11M (+3%)
- Vanguard Capital Management LLC+481.7K (+2%)
- D.E. Shaw & Co−1.87M (-73%)
- FMR LLC (Fidelity)−1.04M (-13%)
- Millennium Management−491.4K (-63%)
- Morgan Stanley−321.6K (-3%)
- Principal Financial Group−296.0K (-24%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 310 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ABNB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
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ABNB SEC filings: frequently asked questions
Are ABNB insiders buying or selling?
In the last 90 days, Airbnb (ABNB) officers, directors and 10% owners reported no open-market purchases and 99 open-market sales worth $620.3 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ABNB stock?
As of June 30, 2026, the largest Airbnb (ABNB) holders among the 13F filers tracked by SignalX were BlackRock ($4.7 billion), Vanguard Capital Management LLC ($3.8 billion), State Street Corp ($2.6 billion), Invesco Ltd ($2.3 billion), AQR Capital Management ($1.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ABNB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Airbnb (ABNB) reported revenue of $12.2 billion (up 10.3% from FY2024) and net income of $2.5 billion. The figures come from the XBRL data in the 10-K.
What are the main risks in ABNB's latest 10-K?
In the 10-K filed February 12, 2026, Airbnb (ABNB) flagged: Regulatory risk from insurance laws impacting Host Damage Protection program; potential coverage denials, premium increases, and insolvent insurers affecting cost and liability. Macroeconomic exposure to global travel downturns; 61% of revenue outside U.S. vulnerable to economic, political, and pandemic disruptions. (AI summary of the Risk Factors section.)
What did ABNB report in its latest 8-K?
Airbnb (ABNB) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Section 2.02 references Exhibit 99.1, which contains Airbnb’s fiscal-year 2026 results.
What are the latest ABNB SEC filings?
Airbnb (ABNB) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on September 30, 2026.
What is ABNB's SEC CIK number?
Airbnb (ABNB)'s SEC Central Index Key (CIK) is 1559720. EDGAR lists every ABNB filing under that number.
Ask anything about ABNB
The research agent reads ABNB's filings, financials, insider trades and 13F holders, then answers with sources.