Airbnb: which funds bought and sold

Institutions that bought and sold Airbnb shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 623 institutions that filed 13F reports for both quarters added to or opened positions in Airbnb, and 627 cut or closed them. Together they added a net 5.6M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 218K shares (−0.2%); index fund managers were net buyers of 2.0M shares (+1.9%). 141 opened a new position and 136 sold out entirely.

Bought, Q2 2026 623 institutions, 141 of them new holders Sold, Q2 2026 627 institutions, 136 of them sold out

Net change, all compared +5.6M shares (+1.6%)

Net change, active managers −218K shares (−0.2%), 51 bought, 51 sold

Buyers versus sellers

institutions compared, 1,414

623 bought 164 627 sold

Active managers and hedge funds 51 bought · 51 sold · −218K

Index fund managers 8 bought · 4 sold · +2.0M

Other institutions 564 bought · 572 sold · +3.9M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+2.6M +32.8%	10.6M	$1.5B
Wellington Management Group LLP Active manager	+2.6M +80.6%	5.8M	$828M
Invesco Ltd.	+1.3M +8.6%	16.2M	$2.3B
Holocene Advisors, LP Hedge fund	+1.2M +146.6%	2.0M	$279M
Massachusetts Financial Services Co Active manager	+1.1M +37.0%	4.2M	$608M
Ameriprise Financial Inc	+1.1M +50.8%	3.3M	$477M
Blackrock, Inc. Index funds	+1.1M +3.5%	33.1M	$4.7B
Assenagon Asset Management S.A.	+1.1M +51.9%	3.2M	$454M
Acadian Asset Management LLC Active manager	+865K +17.6%	5.8M	$826M
Qube Research & Technologies Ltd Hedge fund	+839K New position	839K	$120M
BNP Paribas Financial Markets	+756K +51.5%	2.2M	$319M
UBS Group AG	+686K +60.4%	1.8M	$261M
Man Group PLC Hedge fund	+678K +58.9%	1.8M	$262M
Vanguard Capital Management LLC Index funds	+482K +1.8%	26.6M	$3.8B
Goldman Sachs Group Inc	+465K +17.8%	3.1M	$441M
State Street Corp Index funds	+417K +2.4%	18.2M	$2.6B
Robeco Institutional Asset Management B.V.	+395K +40.7%	1.4M	$195M
Victory Capital Management Inc Active manager	+344K +18.2%	2.2M	$320M
BAMCO Inc Active manager	+317K +22.0%	1.8M	$252M
Gotham Asset Management, LLC Hedge fund	+315K +50.8%	937K	$134M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+2.6M +32.8%	10.6M	$1.5B
Wellington Management Group LLP Active manager	+2.6M +80.6%	5.8M	$828M
Holocene Advisors, LP Hedge fund	+1.2M +146.6%	2.0M	$279M
Massachusetts Financial Services Co Active manager	+1.1M +37.0%	4.2M	$608M
Acadian Asset Management LLC Active manager	+865K +17.6%	5.8M	$826M
Qube Research & Technologies Ltd Hedge fund	+839K New position	839K	$120M
Man Group PLC Hedge fund	+678K +58.9%	1.8M	$262M
Victory Capital Management Inc Active manager	+344K +18.2%	2.2M	$320M
BAMCO Inc Active manager	+317K +22.0%	1.8M	$252M
Gotham Asset Management, LLC Hedge fund	+315K +50.8%	937K	$134M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−1.9M −72.5%	709K	$101M
Marshall Wace, LLP Hedge fund	−1.8M −59.0%	1.2M	$178M
SRS Investment Management, LLC Hedge fund	−1.1M −64.7%	627K	$89.8M
FMR LLC Active manager	−1.0M −13.4%	6.7M	$961M
Bank Of Nova Scotia	−978K −80.4%	239K	$34.2M
Artisan Partners Limited Partnership Active manager	−964K −92.0%	84K	$12M
Akre Capital Management LLC Active manager	−851K −41.8%	1.2M	$169M
Walleye Capital LLC Hedge fund	−845K −78.5%	231K	$33.1M
Point72 Asset Management, L.P. Hedge fund	−844K Sold out	0	—
Jane Street Group, LLC	−827K −96.6%	29K	$4.1M
Clearbridge Investments, LLC Active manager	−700K −12.4%	4.9M	$705M
Polen Capital Management LLC Active manager	−624K −27.4%	1.6M	$236M
Intermede Investment Partners Ltd	−563K Sold out	0	—
Millennium Management LLC Hedge fund	−491K −63.2%	286K	$40.9M
Abu Dhabi Investment Council Co P.J.S.C	−407K Sold out	0	—
Brown Advisory Inc Active manager	−374K −16.3%	1.9M	$276M
Van Eck Associates Corp	−372K −14.0%	2.3M	$328M
Amundi	−364K −7.8%	4.3M	$619M
Two Creeks Capital Management, LP	−348K −97.7%	8,246	$1.2M
Morgan Stanley	−322K −3.1%	10.1M	$1.4B

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−1.9M −72.5%	709K	$101M
Marshall Wace, LLP Hedge fund	−1.8M −59.0%	1.2M	$178M
SRS Investment Management, LLC Hedge fund	−1.1M −64.7%	627K	$89.8M
FMR LLC Active manager	−1.0M −13.4%	6.7M	$961M
Artisan Partners Limited Partnership Active manager	−964K −92.0%	84K	$12M
Akre Capital Management LLC Active manager	−851K −41.8%	1.2M	$169M
Walleye Capital LLC Hedge fund	−845K −78.5%	231K	$33.1M
Point72 Asset Management, L.P. Hedge fund	−844K Sold out	0	—
Clearbridge Investments, LLC Active manager	−700K −12.4%	4.9M	$705M
Polen Capital Management LLC Active manager	−624K −27.4%	1.6M	$236M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Qube Research & Technologies LtdHedge fund	839K	$120M
HRT Financial LP	306K	$43.8M
Arrowstreet Capital, Limited PartnershipHedge fund	183K	$26.2M
Sculptor Capital LPHedge fund	140K	$20M
Ruffer LLPActive manager	140K	$20M
Susquehanna Portfolio Strategies, LLC	136K	$19.4M
Hook Mill Capital Partners, LP	117K	$16.8M
Susquehanna Fundamental Investments, LLC	115K	$16.4M
Connor, Clark & Lunn Investment Management Ltd.	111K	$15.8M
Vinva Investment Management Ltd	106K	$15.6M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Point72 Asset Management, L.P.Hedge fund	844K	$107M
Intermede Investment Partners Ltd	563K	$71.1M
Mane Global Capital Management LP	187K	$23.6M
Abu Dhabi Investment Council Co P.J.S.C	407K	$21.2M
Long Walk Management LP	163K	$20.5M
Alyeska Investment Group, L.P.Hedge fund	97K	$12.3M
Scopus Asset Management, L.P.Hedge fund	59K	$7.4M
Quadrature Capital LtdHedge fund	39K	$5M
Walleye Trading LLC	38K	$4.9M
Jain Global LLCHedge fund	38K	$4.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,301
Ten largest holders: 43.8%
Index fund managers: 29.5%
Active managers and hedge funds: 29.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	51	51	12	12	−218K	−0.2%
Index fund managers	8	4	0	0	+2.0M	+1.9%
Other institutions	564	572	129	124	+3.9M	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Airbnb.

Only managers that filed a holdings report for both quarters are compared (1,414 here). 47 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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