Insider Cluster (3 insiders) ·Filed Jul 9, 2026

ABNB

Airbnb, Inc.
NEUTRAL
Impact 3/10
Horizondays Processed2mo ago
Insider cluster: 3 insiders, $1.4M total
Actionable Insight • Neutral

The insider selling volume is far below the 0.1% of market cap threshold that would warrant concern. The pattern (conversions → sales) is typical for executives exercising options and selling to cover tax or personal liquidity needs. No bearish signal here — ignore for trading purposes. Monitor next earnings (Item 2.02) for business fundamentals; no insider-trade read-through.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d ⚠ clustered
ABNB ▲ +3.23% at T+20d
NEUTRAL call ✓ call won +3.23% · α vs SPY +0.99% · entry $146.89 → $151.64
Next anchor: T+60d due yesterday
Latest observation: T+57 -1.33% FF3 residual α
Entry anchored
Jul 8, 03:59 PM ET
via exchange tick
T+1d
+1.18%
call +1.18% · α +0.75%
$148.62
settled 3mo ago
T+5d
+0.62%
call +0.62% · α +0.75%
$147.80
settled 3mo ago
T+20d
+3.23%
call +3.23% · α +0.99%
$151.64
settled 8w ago
T+60d
—
call — · α —
—
due yesterday

Price Chart

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Executive Summary

Three ABNB insiders sold a combined $1.4 million in open-market transactions over the past week, including the CFO, CSO, and a director. These sales represent only ~0.0016% of market cap and are consistent with routine portfolio diversification, not a bearish signal — most followed derivative conversions, suggesting tax- or exercise-related sales. No insider bought shares during the period.

Key Financial Metrics

Direction
selling
Total Value
$1.4M
Insiders
3

Key Facts

  • CFO Elinor Mertz sold 3,842 shares at ~$148.01 for $555K (2026-07-02)
  • CSO Nathan Blecharczyk sold 3,104 shares at ~$147.86 for $459K (2026-07-06)
  • Director Joseph Gebbia sold 2,460 shares at $150 for $369K (2026-07-07)
  • Total open-market sales: ~$1.38 million, or 0.0016% of $86.2B market cap
  • All sales were preceded by non-cash derivative conversions or gifts in the case of Blecharczyk, strongly suggesting liquidity or tax-motivated selling
  • No insider open-market purchases in this cluster window

Financial Impact

$1.38 million in total insider sales, trivial relative to $86.2B market cap

insider ownershipfloat

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-1783670630176
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
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 Jul 10, 2026