ABNB Airbnb, Inc.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon immediate Filed May 21, 2026 Processed 10d ago
Insider cluster: 2 insiders, $534K total
Latest settled — T+5d
ABNB ▲ +4.17% at T+5d
NEUTRAL call ✓ call won +4.17% · α vs SPY +2.49% · entry $132.35 → $137.87
Next anchor: T+20d in 15d
Currently $133.54 · +0.90% from $132.35 entry
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
+0.25%
call +0.25% · α -0.34%
$132.68
settled 16d ago
T+5d
+4.17%
call +4.17% · α +2.49%
$137.87
settled 9d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two Airbnb insiders — CSO Nathan Blecharczyk and Director Joseph Gebbia — sold a combined $534K in open-market shares over a 7-day window. The total represents ~0.0007% of Airbnb's $80B market cap, making this a trivial cluster in absolute size. The sales are likely routine liquidity/vesting-related, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$534.0K
Insiders
2

Actionable Insight

This insider cluster is too small to warrant a trading signal. Monitor for any larger-scale selling (e.g., >$5M in a single week) or a pattern of C-suite departures before reassessing. The non-cash grants to directors are routine compensation.

Key Facts

  • Nathan Blecharczyk (CSO) sold 2,700 shares for $360K on 2026-05-20
  • Joseph Gebbia (Director) sold 1,300 shares for $175K on 2026-05-18
  • Total cluster value: $534K, or ~0.0007% of $80B market cap
  • Gebbia also received 2,738 shares via grant and converted 400 shares from derivatives (non-cash, $0 value) on 2026-05-25
  • Director Alfred Lin received 2,890 shares via grant (non-cash, $0 value) on 2026-05-25
  • No 10b5-1 plan information provided, but the dollar amounts are immaterial relative to company size

Financial Impact

Total insider sales of $534K represent less than 0.001% of market cap — immaterial

insider holdings

Risk Factors

  • No material risk from this cluster given the trivial dollar amounts
  • Historical performance on ABNB reports shows negative average T+20 returns, but this filing is neutral and low-impact

Market Snapshot

Exchange
Nasdaq
Sector
Services-To Dwellings & Other Buildings
Analyst Consensus
53% bullish (49 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ABNB-1779928280261
20 reports for ABNB
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +8.97%May 31, 2026
Filters
Rows
Reports for ABNB — sortable, filterable
Type Now
Jun 4, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$133.73 awaiting T+1awaiting T+1$133.54 (−0.14%)
Jun 4, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$133.73 awaiting T+1awaiting T+1$133.54 (−0.14%)
Jun 3, 2026
3d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
Jun 3, 2026
3d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
$138.86 $139.73▲ +0.63%▼ −0.17%$133.54 (−3.83%)
Jun 2, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$133.59 $133.72▲ +0.10%▼ −0.31%$133.54 (−0.04%)
May 31, 2026
6d ago
ANALYST-UPGRADE
BULLISH ★ 1/10
$131.06 $122.87▼ −6.25%▼ −4.57%$133.54 (+1.89%)
May 30, 2026
8d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+1
May 22, 2026
15d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$144.18 $141.87▼ −1.60%▼ −1.21%$133.54 (−7.38%)
May 21, 2026
16d ago
Insider Cluster
NEUTRAL ★ 2/10
$132.35 $132.68▲ +0.25%▼ −0.34%$133.54 (+0.90%)
May 20, 2026
17d ago
Insider Cluster
NEUTRAL ★ 2/10
$134.25 $132.35▼ −1.42%▼ −1.86%$133.54 (−0.53%)
Showing 10 of 20

US Market Status

Market Closed — Opens Mon (12h 34m)

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