ABNB
Airbnb Airbnb, Inc.
-1.42 (-0.85%)166.09USD731K成交股數99.2B市值–本益比(近四季)7.5股價營收比+16.5%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 113 · 688M · 6 |
| 其中 10b5-1 計畫賣出 | 113 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 955M |
| 近 180 天 淨額 | −955M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 591 | 173.14 | 102K | 20.6K | SEC |
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 10.3K | 172.61 | 1.8M | 21.2K | SEC |
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 17.7K | – | – | 38.3K | SEC |
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.3K | 170.73 | 217K | 32.9K | SEC |
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | G 贈與 | 4.1K | – | – | 34.2K | SEC |
| 2026-09-14 | 09-17 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.4K | 171.70 | 241K | 31.5K | SEC |
| 2026-09-01 | 09-03 | Bernstein David C | Chief Accounting Officer | S 公開市場賣出(10b5-1) | 5.2K | 182.49 | 953K | 48.5K | SEC |
| 2026-09-01 | 09-03 | Bernstein David C | Chief Accounting Officer | M 選擇權執行 | 5.2K | 40.18 | 210K | 53.7K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.7K | 187.68 | 700K | 24.5K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | G 贈與 | 4.1K | – | – | 34.2K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 239 | 189.05 | 45K | 20.6K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 4.0K | 186.38 | 753K | 28.3K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.9K | 185.67 | 350K | 32.3K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 17.7K | – | – | 38.3K | SEC |
| 2026-08-31 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 3.7K | 188.51 | 701K | 20.8K | SEC |
| 2026-08-28 | 09-02 | Chesky Brian | CEO and Chairman | C 轉換 | 76.5K | – | – | 10.6M | SEC |
| 2026-08-28 | 09-02 | Chesky Brian | CEO and Chairman | G 贈與 | 76.5K | – | – | 10.5M | SEC |
| 2026-08-28 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 45.2K | 190.58 | 8.6M | 32.5K | SEC |
| 2026-08-28 | 09-01 | Chesky Brian | CEO and Chairman | G 贈與 | 76.5K | – | – | 10.4M | SEC |
| 2026-08-28 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 57.2K | – | – | 77.7K | SEC |
| 2026-08-28 | 09-01 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 11.9K | 191.20 | 2.3M | 20.6K | SEC |
| 2026-08-26 | 08-28 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 7.2K | 191.43 | 1.4M | 21.2K | SEC |
| 2026-08-26 | 08-28 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 19.7K | – | – | 40.2K | SEC |
| 2026-08-26 | 08-28 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 600 | 192.16 | 115K | 20.6K | SEC |
| 2026-08-26 | 08-28 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 11.9K | 190.24 | 2.3M | 28.4K | SEC |
| 2026-08-25 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 362K | – | – | 382K | SEC |
| 2026-08-25 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 200K | 190.27 | 38.0M | 182K | SEC |
| 2026-08-25 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | G 贈與 | 159K | – | – | 20.6K | SEC |
| 2026-08-25 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 2.8K | 191.09 | 530K | 180K | SEC |
| 2026-08-24 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 4.9K | 193.14 | 946K | 20.6K | SEC |
| 2026-08-24 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 24.6K | 192.55 | 4.7M | 25.5K | SEC |
| 2026-08-24 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 23.1K | 191.33 | 4.4M | 50.0K | SEC |
| 2026-08-24 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 98.1K | 190.34 | 18.7M | 73.2K | SEC |
| 2026-08-24 | 08-26 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 151K | – | – | 171K | SEC |
| 2026-08-24 | 08-26 | Gebbia Joseph | Director,TenPercentOwner | G 贈與 | 960K | – | – | 215 | SEC |
| 2026-08-24 | 08-26 | Gebbia Joseph | Director,TenPercentOwner | C 轉換 | 960K | – | – | 960K | SEC |
| 2026-08-20 | 08-21 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 2.7K | 184.42 | 505K | 74.8K | SEC |
| 2026-08-19 | 08-21 | Bernstein David C | Chief Accounting Officer | F 繳稅扣股 | 1.1K | 183.25 | 196K | 48.5K | SEC |
| 2026-08-19 | 08-21 | Mertz Elinor | Chief Financial Officer | F 繳稅扣股 | 6.9K | 183.25 | 1.3M | 435K | SEC |
| 2026-08-19 | 08-21 | Blecharczyk Nathan | Chief Strategy Officer | F 繳稅扣股 | 4.1K | 183.25 | 749K | 77.5K | SEC |
| 2026-08-19 | 08-21 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 450 | – | – | 20.6K | SEC |
| 2026-08-17 | 08-19 | Blecharczyk Nathan | Chief Strategy Officer | G 贈與 | 4.1K | – | – | 20.1K | SEC |
| 2026-08-17 | 08-19 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 4.5K | 183.51 | 822K | 24.2K | SEC |
| 2026-08-17 | 08-19 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 9.1K | 182.54 | 1.7M | 28.7K | SEC |
| 2026-08-17 | 08-19 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 17.7K | – | – | 37.8K | SEC |
| 2026-08-11 | 08-13 | Lin Alfred | Director | J 其他 | 4.1M | – | – | 468K | SEC |
| 2026-08-11 | 08-13 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 400 | – | – | 20.1K | SEC |
| 2026-08-11 | 08-13 | Lin Alfred | Director | C 轉換 | 538K | – | – | 580K | SEC |
| 2026-08-11 | 08-13 | Lin Alfred | Director | J 其他 | 103K | – | – | 620K | SEC |
| 2026-08-11 | 08-13 | Lin Alfred | Director | J 其他 | 541K | – | – | 39.0K | SEC |
| 2026-08-11 | 08-13 | Lin Alfred | Director | C 轉換 | 4.1M | – | – | 4.6M | SEC |
| 2026-08-10 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | G 贈與 | 159K | – | – | 12.4K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 227K | 175.56 | 39.9M | 234K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 122K | 174.45 | 21.3M | 462K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 40.0K | 173.39 | 6.9M | 584K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 16.7K | 172.82 | 2.9M | 624K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 16.1K | 171.48 | 2.8M | 641K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 6.2K | 170.47 | 1.1M | 657K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 22.1K | 168.51 | 3.7M | 663K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 13.5K | 167.65 | 2.3M | 685K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 2.7K | 166.59 | 454K | 699K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 61.8K | 176.37 | 10.9M | 173K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 800 | 165.16 | 132K | 702K | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 76.5K | 175.54 | 13.4M | 10.5M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 16.9K | 173.53 | 2.9M | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 3.2K | 172.71 | 554K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 2.2K | 171.65 | 375K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 353 | 169.12 | 60K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 1.3K | 168.77 | 221K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 595 | 167.80 | 100K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 700 | 166.75 | 117K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 1.7K | 165.27 | 280K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 9.0K | 164.95 | 1.5M | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 1.2K | 170.78 | 205K | 10.7M | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 100 | 163.64 | 16K | 10.7M | SEC |
| 2026-08-07 | 08-11 | CHENAULT KENNETH I | Director | S 公開市場賣出(10b5-1) | 8.3K | 170.00 | 1.4M | 40.9K | SEC |
| 2026-08-07 | 08-11 | CHENAULT KENNETH I | Director | M 選擇權執行 | 8.3K | 59.91 | 500K | 49.2K | SEC |
| 2026-08-07 | 08-11 | Chesky Brian | CEO and Chairman | S 公開市場賣出(10b5-1) | 40.0K | 174.53 | 7.0M | 10.6M | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | S 公開市場賣出(10b5-1) | 1.3K | 177.06 | 229K | 171K | SEC |
| 2026-08-07 | 08-11 | Blecharczyk Nathan | Chief Strategy Officer | C 轉換 | 690K | – | – | 702K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 33.1M | 4.7B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 26.6M | 3.8B | 新進 | 新進 |
| HARRIS ASSOCIATES L P | 18.9M | 2.7B | 新進 | 新進 |
| STATE STREET CORP | 18.2M | 2.6B | 新進 | 新進 |
| Invesco Ltd. | 16.2M | 2.3B | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 10.6M | 1.5B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 10.3M | 1.5B | 新進 | 新進 |
| MORGAN STANLEY | 10.1M | 1.4B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.9M | 1.1B | 新進 | 新進 |
| FMR LLC | 6.7M | 961M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.8M | 828M | 新進 | 新進 |
| Independent Franchise Partners LLP | 5.4M | 776M | 新進 | 新進 |
| Clearbridge Investments, LLC | 4.9M | 705M | 新進 | 新進 |
| Amundi | 4.3M | 619M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | 608M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 3.7M | 531M | 新進 | 新進 |
| NORTHERN TRUST CORP | 3.7M | 526M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 3.6M | 508M | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 3.5M | 499M | 新進 | 新進 |
| AMERIPRISE FINANCIAL INC | 3.3M | 477M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.3M | 472M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.2M | 464M | 新進 | 新進 |
| Assenagon Asset Management S.A. | 3.2M | 454M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 3.1M | 441M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.8M | 408M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,304 +4 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 1304 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 362M · 60.6% |
| 合計季末市值 | 49.4B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 14.2M |
|---|---|
| 與上期比 | +10.6% |
| 佔流通股數 | 2.38% |
| 日均成交量 | 4.7M |
| 回補天數 | 3.0 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 14.2M | +10.6% | 2.38% | 4.7M | 3.0 |
| 2026-08-14 | 12.9M | -0.4% | 2.15% | 6.5M | 2.0 |
| 2026-07-31 | 12.9M | -7.7% | 2.16% | 3.4M | 3.8 |
| 2026-07-15 | 14.0M | -6.0% | 2.34% | 3.2M | 4.4 |
| 2026-06-30 | 14.9M | +1.7% | 2.49% | 4.3M | 3.4 |
| 2026-06-15 | 14.6M | -0.6% | 2.45% | 3.7M | 4.0 |
| 2026-05-29 | 14.7M | +5.9% | 2.47% | 4.0M | 3.7 |
| 2026-05-15 | 13.9M | -17.0% | 2.33% | 4.2M | 3.3 |
| 2026-04-30 | 16.8M | +16.1% | 2.81% | 3.2M | 5.2 |
| 2026-04-15 | 14.4M | +0.2% | 2.42% | 3.2M | 4.5 |
| 2026-03-31 | 14.4M | -0.4% | 2.41% | 3.6M | 4.0 |
| 2026-03-13 | 14.5M | -5.1% | 2.42% | 4.0M | 3.6 |
| 2026-02-27 | 15.2M | +0.4% | 2.55% | 5.6M | 2.7 |
| 2026-02-13 | 15.2M | -7.1% | 2.54% | 6.1M | 2.5 |
| 2026-01-30 | 16.3M | -3.4% | 2.73% | 3.8M | 4.3 |
| 2026-01-15 | 16.9M | -5.7% | 2.83% | 4.2M | 4.0 |
| 2025-12-31 | 17.9M | +5.7% | 3.00% | 4.0M | 4.4 |
| 2025-12-15 | 16.9M | -1.4% | 2.84% | 4.6M | 3.7 |
| 2025-11-28 | 17.2M | -5.6% | 2.88% | 5.6M | 3.1 |
| 2025-11-14 | 18.2M | +0.8% | 3.05% | 5.9M | 3.1 |
| 2025-10-31 | 18.0M | -6.2% | 3.02% | 3.9M | 4.6 |
| 2025-10-15 | 19.2M | -9.1% | 3.22% | 4.7M | 4.1 |
| 2025-09-30 | 21.2M | -2.4% | 3.55% | 4.7M | 4.5 |
| 2025-09-15 | 21.7M | +15.7% | 3.63% | 5.1M | 4.3 |
| 2025-08-29 | 18.7M | -3.7% | 3.14% | 3.8M | 4.9 |
| 2025-08-15 | 19.5M | +2.6% | 3.26% | 7.3M | 2.7 |