What is the 13F Pro Quality Score for ABNB?

13F Pro ranks Airbnb, Inc. (ABNB) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ABNB's current score at https://13fpro.ai/company/ABNB (free sign-up required for the full ranking).

Which hedge funds own the most ABNB stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ABNB include BlackRock,, VANGUARD CAPITAL MANAGEMENT, HARRIS ASSOCIATES L P. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ABNB as soon as new 13F filings post.

Where does 13F Pro source ABNB data?

All Airbnb, Inc. fundamentals and ownership data come directly from SEC EDGAR. Airbnb, Inc. files with the SEC under CIK 1559720. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ABNB in?

Airbnb, Inc. (ABNB) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives ABNB's revenue?

Per Airbnb, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: North America ($1,594M); Europe, the Middle East, and Africa ($1,425M); Asia Pacific ($298M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ABNB.

What are ABNB's largest expenses?

Airbnb, Inc.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($875M, +27% YoY); Product development ($672M, +10% YoY); Cost of revenue ($633M, +16% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is ABNB research updated on 13F Pro?

ABNB's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Airbnb, Inc.(ABNB)Stock Analysis

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13F Pro Quality Score

71.0/100

Rank #202 of 2,961 stocksTOP 10%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

61.2/100

Profitability

77.1/100

Balance Sheet

84.8/100

Earnings Quality

66.2/100

Free Cash Flow

89.3/100

Institutional Flow

82.7/100

Revenue Scale

88.8/100

Dilution Risk

13.4/100

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Why ABNB Scores 71/100

exact factor attribution · 2026-09-11

ABNB's composite is driven by free cash flow and scale, held back by earnings growth and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.9 pts

89th pct

Scale

+5.8 pts

89th pct

Profitability

+4.1 pts

77th pct

Capital efficiency

+3.5 pts

85th pct

Revenue growth

+2.2 pts

61th pct

Institutional flow

+1.6 pts

83th pct

Earnings quality

+1.6 pts

66th pct

Shareholder dilution

-1.8 pts

13th pct

Earnings growth

-1.9 pts

12th pct

Latest change (2026-08-06): 70 → 71 · ↑ Earnings growth 10→69; despite ↓ Revenue growth 67→55

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ABNB Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Airbnb, Inc. (ABNB), a Technology sector company. 13F Pro's AI-powered ranking engine scores ABNB at 71.0/100 on a 32-signal composite quality model, placing it at rank #202 of 2,961 stocks — the top 10% of the AI-ranked universe. ABNB scores in the top quartile across free cash flow (89.3), revenue scale (88.8), balance sheet strength (84.8). Shareholder dilution risk is elevated at 13.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Airbnb, Inc. reports quarterly revenue of $3.6B, net income of $816.0M, an operating margin of 21.0%. Top institutional holders of ABNB by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, HARRIS ASSOCIATES L P, based on the most recent SEC filings. ABNB trades on the Nasdaq exchange and files with the SEC under CIK 1559720. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ABNB daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Airbnb, Inc. directly from SEC EDGAR. Airbnb, Inc.'s 13F Pro composite quality score has ranged between 55 and 89 since 2022, currently 71.0 — an improving long-term trajectory across 64 quarterly and live scoring snapshots.

✦

Fun facts about Airbnb, Inc.

Quirks, history, and lore behind ABNB — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. technology company · large-cap · listed on Nasdaq · headquartered in San Francisco.
2
The Numbers
Revenue around $10 billion a year, with roughly 7 million active listings across more than 220 countries and regions — not bad for a company that owns zero properties.
3
The History
Born in 2008 when two broke designers couldn't pay rent, so they rented out air mattresses in their apartment to strangers attending a design conference.
4
The Secret
Early survival involved selling novelty cereal boxes — "Obama O's" and "Cap'n McCains" — to fund the startup during the 2008 presidential election.
5
The Lore
It went public in December 2020 in one of the most dramatic IPOs of that year, nearly doubling on day one despite the pandemic having crushed its business just months earlier.
6
The Giveaway
A spare bedroom, a stranger's couch, or a castle in Scotland — this platform turned the idea of staying at a local's home into a global industry worth billions.

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What's Driving ABNB's Business? Latest 10-Q Breakdown

✓ 39/39 datapoints verified

AI-extracted from Airbnb, Inc.'s 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue rose 17% to $3.6 billion on 148 million Nights and Seats Booked, lifting net income 27% to $816 million, aided by a $77 million discrete tax benefit.

Biggest Revenue Drivers

North America$1,594M

Nights and Seats Booked grew across all regions, though North America grew more moderately than Latin America and Asia Pacific

Europe, the Middle East, and Africa$1,425M

EMEA grew more moderately than the international expansion markets leading growth

Biggest Revenue Drivers

Total revenue: $3.6B+17% YoY

North America$1,594M

Nights and Seats Booked grew across all regions, though North America grew more moderately than Latin America and Asia Pacific

Europe, the Middle East, and Africa$1,425M

EMEA grew more moderately than the international expansion markets leading growth

Asia Pacific$298M

Among regions leading Nights and Seats Booked growth as the company focuses on international expansion

Latin America$291M

Led Nights and Seats Booked and GBV growth alongside Asia Pacific

Largest Expense Items

Sales and marketing$875M+27% YoY

$132M more marketing spend from paid growth initiatives in emerging markets and partnerships, plus $48M higher payroll on headcount

Product development$672M+10% YoY

A $62 million increase in payroll-related expenses resulting from higher average headcount

Cost of revenue$633M+16% YoY

$68M higher merchant fees on net pay-in volume, $13M more chargebacks, and $12M higher server costs

Operations and support$361M+9% YoY

Higher payroll, customer relations make-good payouts and insurance, partly offset by $17M lower third-party costs from AI in community support

Margins: Income from operations reached $758 million, or 21% of revenue versus 20%, as 17% revenue growth outpaced 15% expense growth. Adjusted EBITDA margin improved to 35% from 34%.

Watch Items from the Filing

IRS Notice of Deficiency claims $1.3 billion in tax plus penalties and interest, exceeding the recorded reserve by more than $1.0 billion; case is in U.S. Tax Court.
Spanish Ministry of Consumer Affairs fine of ~65 million Euro ($76 million); Airbnb posted a 70 million Euro ($80 million) surety bond in May 2026 to suspend enforcement.
Reserve Now, Pay Later bookings show higher cancellation rates and delay cash collection; unearned fees grew slower than GBV, weakening the GBV-to-revenue-to-cash link.
Sales and marketing rose to 24% of revenue from 22%, as paid growth marketing in emerging markets outpaced revenue growth.
Non-income tax exposures beyond $219 million accrued carry a reasonably possible loss of $240-$260 million; lodging tax obligations reached $609 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.6B

Net Income

Q2 2026

$816.0M

Operating Margin

Q2 2026

21.0%

ROIC

Q2 2026

29.5%

D/E Ratio

Q2 2026

0.32

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.3% YoY

$12.24BFY 2025

FY22 $8.40BFY23 $9.92BFY24 $11.10BFY25 $12.24B

Net Income

-5.2% YoY

$2.51BFY 2025

FY22 $1.89BFY23 $4.79BFY24 $2.65BFY25 $2.51B

Operating Income

-0.4% YoY

$2.54BFY 2025

FY22 $1.80BFY23 $1.52BFY24 $2.55BFY25 $2.54B

Total Assets

+6.0% YoY

$22.21BFY 2025

FY22 $16.04BFY23 $20.64BFY24 $20.96BFY25 $22.21B

Total Debt

+0.2% YoY

$2.00BFY 2025

FY22 $1.99BFY23 $1.99BFY24 $2.00BFY25 $2.00B

Op. Cash Flow

+2.8% YoY

$4.65BFY 2025

FY22 $3.43BFY23 $3.88BFY24 $4.52BFY25 $4.65B

Free Cash Flow

—FY 2025

FY22 $3.40BFY23 —FY24 —FY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$12.24B +10.3%	$11.10B +11.9%	$9.92B +18.1%	$8.40B +40.2%	$5.99B +77.4%	$3.38B
Net Income	$2.51B -5.2%	$2.65B -44.7%	$4.79B +153.1%	$1.89B +637.8%	$-352.0M +92.3%	$-4.58B
Operating Income	$2.54B -0.4%	$2.55B +68.2%	$1.52B -15.8%	$1.80B +320.0%	$429.0M +111.9%	$-3.59B
Total Assets	$22.21B +6.0%	$20.96B +1.5%	$20.64B +28.7%	$16.04B +17.0%	$13.71B +30.7%	$10.49B
Total Debt	$2.00B +0.2%	$2.00B +0.2%	$1.99B +0.2%	$1.99B -0.7%	$2.00B +9.6%	$1.83B
Operating Cash Flow	$4.65B +2.8%	$4.52B +16.3%	$3.88B +13.2%	$3.43B +48.3%	$2.31B +412.6%	$-740.0M
Free Cash Flow	—	—	—	$3.40B +48.8%	$2.29B +394.5%	$-777.0M

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Available Research

13F Pro tracks comprehensive data for Airbnb, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ABNB

BlackRock, Inc.
$4.7B33,056,139 sh
VANGUARD CAPITAL MANAGEMENT LLC
$3.8B26,615,598 sh
HARRIS ASSOCIATES L P
$2.7B18,861,551 sh
STATE STREET CORP
$2.6B18,150,096 sh
Invesco Ltd.
$2.3B16,173,900 sh
AQR CAPITAL MANAGEMENT LLC
$1.5B10,624,015 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.5B10,340,188 sh
MORGAN STANLEY
$1.4B10,104,542 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.1B7,906,004 sh
FMR LLC
$960.8M6,713,883 sh

Fund	Value	Shares
BlackRock, Inc.	$4.7B	33,056,139
VANGUARD CAPITAL MANAGEMENT LLC	$3.8B	26,615,598
HARRIS ASSOCIATES L P	$2.7B	18,861,551
STATE STREET CORP	$2.6B	18,150,096
Invesco Ltd.	$2.3B	16,173,900
AQR CAPITAL MANAGEMENT LLC	$1.5B	10,624,015
GEODE CAPITAL MANAGEMENT, LLC	$1.5B	10,340,188
MORGAN STANLEY	$1.4B	10,104,542
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	7,906,004
FMR LLC	$960.8M	6,713,883

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Is ABNB a good stock to buy?

13F Pro's AI-powered analysis of Airbnb, Inc. (ABNB) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ABNB are available on the ABNB stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ABNB is classified as a large company.

Which hedge funds own ABNB?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ABNB. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Airbnb, Inc.'s investment landscape.