First Manhattan’s Airbnb ABNB Stock Holding History

First Manhattan’s Portfolio ABNB Stock Details ABNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	2,395 -350	-13%	-$45.5K	﹤0.01%	660
2025 Q4	$373K	Buy	+2,745	New	+$342K	﹤0.01%	609
2024 Q2	–	Sell	-966	Closed	-$160K	–	672
2024 Q1	$160K	Buy	966 +10	+1%	+$1.51K	﹤0.01%	694
2023 Q4	$130K	Buy	956 +87	+10%	+$11.2K	﹤0.01%	718
2023 Q3	$119K	Sell	869 -106	-11%	-$14.6K	﹤0.01%	741
2023 Q2	$125K	Sell	975 -124	-11%	-$14.5K	﹤0.01%	723
2023 Q1	$137K	Sell	1,099 -351	-24%	-$40.1K	﹤0.01%	748
2022 Q4	$124K	Hold	1,450	–	–	﹤0.01%	799
2022 Q3	$152K	Hold	1,450	–	–	﹤0.01%	737
2022 Q2	$129K	Buy	1,450 +250	+21%	+$32.5K	﹤0.01%	794
2022 Q1	$206K	Hold	1,200	–	–	﹤0.01%	750
2021 Q4	$199K	Sell	1,200 -50	-4%	-$8.8K	﹤0.01%	739
2021 Q3	$209K	Hold	1,250	–	–	﹤0.01%	726
2021 Q2	$191K	Buy	1,250 +150	+14%	+$23.5K	﹤0.01%	742
2021 Q1	$206K	Buy	1,100 +875	+389%	+$162K	﹤0.01%	698
2020 Q4	$33K	Buy	+225	New	+$33.2K	﹤0.01%	969

Other funds holding ABNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Manhattan's ABNB Position: Q1 2026 in Review

First Manhattan reduced its Airbnb (ABNB) stake by 13% in Q1 2026, selling an estimated $45.5K and leaving 2,395 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

First Manhattan first reported a position in ABNB in Q4 2020 and has held it in 16 quarters since. The position peaked at $373K in Q4 2025. 1,290 funds tracked by Wall St. Rank hold ABNB as of Q1 2026.

First Manhattan held 2,395 shares of Airbnb worth $302K as of Q1 2026.
First Manhattan sold 350 Airbnb shares in Q1 2026, an estimated $45.5K.
Airbnb made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #660 holding.
First Manhattan first reported a position in Airbnb in Q4 2020 and has held it in 16 quarters since.
First Manhattan's Airbnb position peaked at $373K in Q4 2025.
1,290 funds tracked by Wall St. Rank held Airbnb as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.