Gotham Asset Management LLC Acquires 776,851 Shares of Airbnb, Inc. $ABNB

Posted by Mitch Edgeman on Jun 18th, 2026

Gotham Asset Management LLC lifted its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 11,589.6% during the 4th quarter, Holdings Channel reports. The firm owned 783,554 shares of the company’s stock after acquiring an additional 776,851 shares during the period. Airbnb makes up 0.4% of Gotham Asset Management LLC’s holdings, making the stock its 15th biggest holding. Gotham Asset Management LLC’s holdings in Airbnb were worth $106,344,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in ABNB. Caxton Associates LLP bought a new position in Airbnb during the first quarter worth about $258,000. Intech Investment Management LLC raised its position in shares of Airbnb by 55.8% in the 1st quarter. Intech Investment Management LLC now owns 12,161 shares of the company’s stock valued at $1,453,000 after acquiring an additional 4,353 shares during the period. Sivia Capital Partners LLC boosted its stake in Airbnb by 18.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 5,866 shares of the company’s stock worth $776,000 after acquiring an additional 927 shares during the last quarter. WINTON GROUP Ltd bought a new position in Airbnb during the 2nd quarter worth approximately $411,000. Finally, NewEdge Advisors LLC grew its holdings in Airbnb by 9.8% during the second quarter. NewEdge Advisors LLC now owns 54,054 shares of the company’s stock valued at $7,153,000 after purchasing an additional 4,811 shares during the period. 80.76% of the stock is owned by institutional investors and hedge funds.

Airbnb Stock Performance

ABNB opened at $140.54 on Thursday. The business’s 50-day simple moving average is $135.79 and its 200 day simple moving average is $131.85. Airbnb, Inc. has a 52-week low of $110.81 and a 52-week high of $147.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 1.44 and a current ratio of 1.44. The firm has a market capitalization of $84.70 billion, a PE ratio of 34.62, a PEG ratio of 1.51 and a beta of 1.16.

Airbnb (NASDAQ:ABNB – Get Free Report) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.26 earnings per share for the quarter, missing the consensus estimate of $0.31 by ($0.05). Airbnb had a return on equity of 31.24% and a net margin of 19.90%.The company had revenue of $2.68 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period last year, the firm earned $0.24 EPS. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. As a group, sell-side analysts expect that Airbnb, Inc. will post 4.91 earnings per share for the current fiscal year.

Trending Headlines about Airbnb

Here are the key news stories impacting Airbnb this week:

Positive Sentiment: Commentary suggests Airbnb could benefit if lower flight costs boost travel demand and platform activity, which may support bookings and growth. Will Airbnb (ABNB) Turn Lower Flight Costs Into a Stronger Platform Advantage?
Neutral Sentiment: Airbnb held its annual meeting and elected Alfred Lin to the board, while shareholders rejected several governance-related proposals. Will Airbnb (ABNB) Turn Lower Flight Costs Into a Stronger Platform Advantage?
Neutral Sentiment: Analysts and market commentary continue to debate Airbnb’s long-term investing case, with one article arguing the company remains attractive for patient holders despite recent volatility. Should You Buy and Hold Airbnb (ABNB) For Long Term
Negative Sentiment: New valuation analysis says Airbnb may be about 17.8% overvalued based on recent results, which can weigh on the stock if investors focus on fundamentals rather than momentum. Airbnb (ABNB) Stock Could Be 17.8% Overvalued After Fresh Results
Negative Sentiment: CEO Brian Chesky sold 30,743 shares, and Director Joseph Gebbia sold 265,000 shares in recent insider transactions, which may create a cautious signal for investors. SEC filing for Brian Chesky sale SEC filing for Joseph Gebbia sale
Negative Sentiment: Broader industry commentary warns that AI agents could disrupt travel platforms like Airbnb, adding a longer-term competitive risk to the shares. EXCLUSIVE: Google And Meta May Have The Most To Lose In The AI‑Agent Era, Says Founder Who Rejected OpenAI

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on ABNB shares. Weiss Ratings upgraded shares of Airbnb from a “hold (c)” rating to a “hold (c+)” rating in a report on Tuesday, May 12th. Truist Financial raised their price objective on Airbnb from $129.00 to $134.00 and gave the stock a “hold” rating in a research note on Friday, June 12th. Rodman & Renshaw assumed coverage on Airbnb in a research note on Monday, May 4th. They set a “buy” rating for the company. HSBC lowered Airbnb from a “hold” rating to a “hold” rating in a report on Monday, May 4th. Finally, Raymond James Financial raised Airbnb from a “market perform” rating to a “strong-buy” rating in a research report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Airbnb currently has an average rating of “Moderate Buy” and a consensus target price of $157.96.

Read Our Latest Report on Airbnb

Insider Buying and Selling

In other Airbnb news, CEO Brian Chesky sold 265,746 shares of the company’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $132.22, for a total transaction of $35,136,936.12. Following the sale, the chief executive officer directly owned 11,206,389 shares of the company’s stock, valued at approximately $1,481,708,753.58. This represents a 2.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Nathan Blecharczyk sold 60,136 shares of the stock in a transaction on Friday, May 8th. The shares were sold at an average price of $145.70, for a total transaction of $8,761,815.20. Following the completion of the sale, the insider owned 11,920 shares of the company’s stock, valued at approximately $1,736,744. This represents a 83.46% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,972,860 shares of company stock worth $267,555,449. Insiders own 27.21% of the company’s stock.

Airbnb Profile

(Free Report)

Airbnb, Inc (NASDAQ: ABNB) operates a global online marketplace that connects travelers with hosts offering short-term lodging, unique accommodations and related travel experiences. The company’s core platform enables individuals and professional property managers to list private homes, apartments, single rooms and entire properties, while providing search, booking and payment processing for guests. Airbnb earns revenue primarily through service fees charged to guests and hosts and offers tools to facilitate reservations, communications, and logistics between parties.

Beyond accommodations, Airbnb has expanded its product portfolio to include curated experiences led by local hosts, higher-end offerings such as Airbnb Luxe, and programs aimed at enhancing quality and safety like Airbnb Plus.