Insider Cluster (3 insiders) ·Filed Feb 20, 2026

ABNB

Airbnb, Inc.
BEARISH
Impact 6/10
Horizondays Processed7mo ago
Insider cluster: 2 insiders, $2.0M total
Actionable Insight ▼ Bearish

Traders should monitor for potential downward pressure on ABNB shares, especially if this selling trend continues into next quarter. The participation of high-profile insiders like Gebbia and Blecharczyk increases the signal strength.

DirectionBearish
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
ABNB ▲ +5.01% at T+60d
SHORT call ✗ call lost -5.01% · α vs SPY +2.12% · entry $127.89 → $134.30
Entry anchored
Feb 19, 04:04 PM ET
via exchange tick
T+1d
-3.85%
call +3.85% · α +2.85%
$122.96
settled 7mo ago
T+5d
+5.65%
call -5.65% · α -6.10%
$135.11
settled 7mo ago
T+20d
+0.49%
call -0.49% · α -6.44%
$128.52
settled 7mo ago
T+60d
+5.01%
call -5.01% · α +2.12%
$134.30
settled 5mo ago

Price Chart

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Executive Summary

Two Airbnb insiders sold shares in the past week, including CEO Brian Chesky converting a derivative (non-cash event) and co-founder Joseph Gebbia selling over $1.49M worth of stock. Chief Strategy Officer Nathan Blecharczyk also sold $533K in shares, indicating net insider selling activity.

Key Financial Metrics

Direction
selling
Total Value
$2.0M
Insiders
3

Key Facts

  • Joseph Gebbia sold 12,400 shares for $1,493,396.48 in open-market transactions on February 23, 2026.
  • Nathan Blecharczyk sold 4,260 shares for $533,735.40 on February 20, 2026.
  • Brian Chesky converted a derivative security involving 3,254 shares at $0 (non-cash transaction), which does not represent a sale of stock.

Financial Impact

Total open-market selling amounted to $2,027,131.88 over 7 days, with two C-suite executives participating in sales.

insider ownershipmarket sentimentshareholder dilution perception

Risk Factors

  • Insider selling can signal lack of confidence in near-term prospects, especially when concentrated among founders and C-suite executives.
  • Although Chesky's transaction was non-cash, the timing alongside actual sales by other top insiders may amplify negative market interpretation.

Market Snapshot

Exchange
Nasdaq

Investment Themes

E-commerce & Platforms

Documents Analyzed

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

DocumentAccession Number
CONTEXT: Insider Cluster Data (3 trades, 7d window)cluster-ABNB-1772055069595
41 reports for ABNB
Performance horizon
86% Hit rate 6 of 7 directional calls best @ T+60▲ +41.15%May 19, 2026
Filters
Rows
Reports for ABNB — sortable, filterable
TypeNow
Sep 15, 2026
16d ago
144
NEUTRAL ★ 2/10
$168.32 $166.22▼ −1.25%▼ −2.07%$160.47 (−4.66%)
Sep 8, 2026
23d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$174.54 $168.32▼ −3.56%▼ −2.44%$160.47 (−8.06%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$181.94 $170.65▼ −6.21%▼ −5.00%$160.47 (−11.80%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 2/10
$182.55 $169.63▼ −7.08%▼ −7.16%$160.47 (−12.09%)
Sep 1, 2026
4w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$182.55 $169.63▼ −7.08%▼ −7.16%$160.47 (−12.09%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$180.10 $186.39▲ +3.50%▲ +3.94%$160.47 (−10.90%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$178.07 $184.06▲ +3.36%▲ +2.97%$160.47 (−9.88%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$151.64 $185.13▲ +22.09%▲ +20.87%$160.47 (+5.82%)
Showing 10 of 41

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Report published Feb 25, 2026