Airbnb Inc (ABNB) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Airbnb Inc (ABNB) following the 2026 Q2 hedge fund 13F filings?

As of today, ABNB has moved -9.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.1% for the XLY sector ETF — an outperformance of -3.6%. Since the quarter end (June 30, 2026), ABNB gained +16.2% vs -5.3% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Airbnb Inc (ABNB)

1K + Investors. Track Smart Money conviction in ABNB. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ABNB

Based on 1315 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added ABNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,315 hedge funds hold ABNB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q

+91 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 50% buying

682 buying677 selling

Last quarter: 682 funds bought or added vs 677 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 148 → 229 → 188 → 180. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new

763 out of 1,315 hedge funds have held ABNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~180 new funds/quarter

178 → 148 → 229 → 188 → 180 new funds/Q

New funds entering each quarter: 148 → 229 → 188 → 180. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 23% new

Entry-cohort mix of 1,386 holders: 884 (64%) are 2+ year veterans, 189 entered 1–2 years ago, and 313 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds

69 of 1304 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ABNB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1293	1295	-0.15%
13F Shares	374M	359M	4.06%
Total Value	$51.13B	$43.63B	17.21%
New Positions	176	188	-12
Increased Positions	472	510	-38
Closed Positions	167	171	-4
Reduced Positions	493	422	+71
Total Calls	39	40	-2.5%
Total Puts	43	46	-6.52%
PUT/CALL Ratio	1.1	1.15	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1293

1295

-0.15%

13F Shares

374M

359M

4.06%

Total Value

$51.13B

$43.63B

17.21%

New Positions

176

188

-12

Increased Positions

472

510

-38

Closed Positions

167

171

-4

Reduced Positions

493

422

+71

Total Calls

-2.5%

Total Puts

-6.52%

PUT/CALL Ratio

1.1

1.15

Neutral

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ABNB. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ABNB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MKA Charitable Fund	100.00%	1,624,847	$232.5M
2	GCQ FUNDS MANAGEMENT PTY Ltd	12.20%	614,772	$88.0M
3	BluePrint Investing LLC	11.08%	103,570	$14.8M
4	BluePrint Investing LLC	11.07%	103,500	$14.8M
5	Consulta Ltd	10.84%	2,100,000	$300.5M
6	TB Capital Gestao de Recursos Ltda.	10.15%	129,575	$18.5M
7	Paragon Capital Management Ltd	9.85%	363,431	$52.0M
8	Independent Franchise Partners LLP	5.09%	5,423,764	$776.1M
9	Greycroft LP	4.87%	15,000	$2.1M
10	Tabor Asset Management, LP	4.11%	94,163	$13.5M
11	DRH Investments, Inc.	4.01%	35,431	$5.1M
12	Pertento Partners LLP	3.91%	506,500	$72.5M
13	Harris Associates L P	3.58%	18,861,551	$2.70B
14	a16z Perennial Management, L.P.	3.41%	294,893	$42.2M
15	Akre Capital Management LLC	3.31%	1,183,749	$169.4M
16	HS Management Partners, LLC	3.30%	67,186	$9.6M
17	Sicart Associates LLC	3.27%	93,251	$13.3M
18	Shannon River Fund Management LLC	3.17%	247,836	$35.5M
19	Quinn Opportunity Partners LLC	3.01%	453,500	$64.9M
20	Exane Asset Management	2.73%	46,200	$7.6M
21	Par Capital Management Inc	2.66%	750,000	$107.3M
22	Avory & Company, LLC	2.40%	13,415	$1.9M
23	Blue Jean Financial LLC	2.36%	23,688	$3.4M
24	Banyan Capital Management, INC.	2.29%	36,819	$5.3M
25	Encompass Wealth Advisors, LLC	2.29%	52,499	$7.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Airbnb Inc (ABNB)

What does the Smart Money Trend signal show for ABNB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added ABNB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ABNB?

Slight buying edge — 50% buying: Last quarter: 682 funds bought or added vs 677 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ABNB holders?

Elite ownership — 59% AUM from top-100 funds: 69 of 1304 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in ABNB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ABNB?

58% of holders stayed for 2+ years: 763 out of 1,315 hedge funds have held ABNB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Airbnb Inc (ABNB) following the 2026 Q2 hedge fund 13F filings?

As of today, ABNB has moved -9.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.1% for the XLY sector ETF — an outperformance of -3.6%. Since the quarter end (June 30, 2026), ABNB has gained +16.2% vs -5.3% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Airbnb Inc (ABNB)

Smart Money Signals — ABNB

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

Slight buying edge — 50% buying

Fewer new buyers each quarter (-8 vs last Q)

58% of holders stayed for 2+ years

Steady discovery — ~180 new funds/quarter

Veteran-anchored — 64% veterans vs 23% newcomers

Elite ownership — 59% AUM from top-100 funds

Institutional Sentiment Summary — ABNB

What Fund Managers Are Saying About ABNB

Hedge Fund Ownership: ABNB

Market Analysis: ABNB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ABNB

Is It Too Late to Buy Airbnb Inc (ABNB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ABNB

Statistics: ABNB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Airbnb Inc (ABNB)

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