LIND
LINDBLAD EXPEDITIONS HOLDINGS, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $7.57 | $19 | +153% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $7.17 | $19 | +167% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $7.17 | $19 | +167% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $7.17 | $19 | +167% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $7.17 | $19 | +167% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $13 | $19 | +45% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q3 2024 | Q4 2024 | → $13 | +83% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at LINDBLAD EXPEDITIONS HOLDINGS, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40000897069-26-001328Jun 8, 2026
- Form 40000897069-26-001306Jun 2, 2026
- Form 40000897069-26-001304Jun 2, 2026
- Form 40001193125-26-252851Jun 2, 2026
- Form 40000897069-26-001222May 22, 2026
- Form 40000897069-26-001220May 22, 2026
- Form 40000897069-26-001143May 15, 2026
- Form 40000897069-26-001108May 12, 2026
- Form 40000897069-26-001106May 12, 2026
- Form 40001193125-26-220077May 12, 2026
- Form 40000897069-26-000975Apr 29, 2026
- Form 40000897069-26-000961Apr 23, 2026
- Form 40000897069-26-000895Apr 14, 2026
- Form 40000897069-26-000844Apr 9, 2026
- Form 40000897069-26-000826Apr 8, 2026
Fundamentals
XBRL · LINDBLAD EXPEDITIONS HOLDINGS, INC.Annual figures sourced directly from LINDBLAD EXPEDITIONS HOLDINGS, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for LINDBLAD EXPEDITIONS HOLDINGS, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QFORM 10-QMay 5, 2026
- 8-KFORM 8-KMay 5, 2026
- DEF 14AFORM DEF 14AApr 28, 2026
- 8-KFORM 8-KMar 25, 2026
- 8-KFORM 8-KMar 3, 2026
- 10-KFORM 10-KFeb 26, 2026
- 8-KFORM 8-KFeb 26, 2026
- 8-KFORM 8-KJan 20, 2026
- 8-KFORM 8-KDec 11, 2025
- 10-QFORM 10-QNov 4, 2025
- 8-KFORM 8-KNov 4, 2025
- 8-KFORM 8-KSep 5, 2025
- 8-KFORM 8-KAug 21, 2025
- 8-KFORM 8-KAug 5, 2025
- 10-QFORM 10-QAug 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $19 | $19 | +3% |
| AQR Capital Management | Q1 2025 | open | $13 | $19 | +45% |
| Citadel Advisors | Q3 2024 | Q4 2025 | $7.17 | $12 | +67% |
| Two Sigma Investments | Q3 2024 | open | $7.17 | $19 | +167% |
| D.E. Shaw | Q3 2024 | open | $7.17 | $19 | +167% |
| Millennium Management | Q3 2024 | open | $7.17 | $19 | +167% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $7.17 | $13 | +83% |
| Renaissance Technologies | Q3 2024 | open | $7.57 | $19 | +153% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.