Insider Cluster (2 insiders) ·Filed Jul 22, 2026

ABNB

Airbnb, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 2 insiders, $7.7M total
Actionable Insight • Neutral

Insider sales of this magnitude are routine for a company of Airbnb's size and do not signal a change in outlook. Monitor for any subsequent insider purchases or a material change in the business.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
ABNB ▲ +33.09% at T+20d
NEUTRAL call ✓ call won +33.09% · α vs SPY +30.19% · entry $140.05 → $186.39
Next anchor: T+60d in 12d
Latest observation: T+48 +12.02% FF3 residual α
Entry anchored
Jul 21, 03:59 PM ET
via exchange tick
T+1d
-1.77%
call -1.77% · α -0.54%
$137.57
settled 2mo ago
T+5d
+9.25%
call +9.25% · α +11.66%
$153.01
settled 2mo ago
T+20d
+33.09%
call +33.09% · α +30.19%
$186.39
settled 6w ago
T+60d
—
call — · α —
—
in 12d

Price Chart

Loading chart...

Executive Summary

Two insiders at Airbnb, including co-founder Joseph Gebbia, sold shares worth ~$7.7M in a cluster window ending July 20, 2026. The total value is negligible relative to the $86.8B market cap (~0.009%), making this a routine insider sale cluster with no material signal.

Key Financial Metrics

Direction
selling
Total Value
$7.7M
Insiders
2

Key Facts

  • Two insiders sold shares: Chief Strategy Officer Nathan Blecharczyk ($241K) and Director/10% Owner Joseph Gebbia ($7.45M).
  • Total sales of $7.69M represent approximately 0.009% of Airbnb's $86.8B market cap.
  • Gebbia's sale accounted for 97% of the total cluster value.
  • Non-cash transactions (conversions, gifts) were also filed but have zero economic impact.

Financial Impact

Sales of $7.69M equate to ~0.009% of market cap, well below the 0.1% threshold for materiality.

Risk Factors

  • No material risk from this cluster given the trivial dollar amount relative to market cap.

Market Snapshot

Exchange
Nasdaq
Sector
Services-To Dwellings & Other Buildings
Analyst Consensus
56% bullish (50 analysts)

Investment Themes

E-commerce & Platforms

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-ABNB-1784793827346
41 reports for ABNB
Performance horizon
88% Hit rate 7 of 8 directional calls best @ T+60▲ +41.15%May 19, 2026
Filters
Rows
Reports for ABNB — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
144
NEUTRAL ★ 2/10
$168.32 $166.22▼ −1.25%▼ −2.07%$161.99 (−3.76%)
Sep 8, 2026
23d ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$174.54 $168.32▼ −3.56%▼ −2.44%$161.99 (−7.19%)
Sep 3, 2026
28d ago
Insider Cluster
NEUTRAL ★ 2/10
$181.94 $170.65▼ −6.21%▼ −5.00%$161.99 (−10.97%)
Sep 1, 2026
4w ago
144
NEUTRAL ★ 2/10
$182.55 $169.63▼ −7.08%▼ −7.16%$161.99 (−11.26%)
Sep 1, 2026
4w ago
ANALYST-UPGRADE
BULLISH ★ 4/10
$182.55 $169.63▼ −7.08%▼ −7.16%$161.99 (−11.26%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$161.99 (−10.06%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$180.10 $186.39▲ +3.50%▲ +3.94%$161.99 (−10.06%)
Aug 12, 2026
7w ago
Insider Cluster
NEUTRAL ★ 4/10
$180.10 $186.39▲ +3.50%▲ +3.94%$161.99 (−10.06%)
Aug 6, 2026
8w ago
8-K
BULLISH ★ 7/10
$178.07 $184.06▲ +3.36%▲ +2.97%$161.99 (−9.03%)
Aug 5, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$151.64 $185.13▲ +22.09%▲ +20.87%$161.99 (+6.82%)
Showing 10 of 41

US Market Status

Market Open — Closes in 4h 34m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access
Report published Jul 23, 2026