Jacobs Levy Equity Management
LIND icon

Jacobs Levy Equity Management’s Lindblad Expeditions LIND Stock Holding History

Jacobs Levy Equity Management’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,872
Closed -$185K – 1042
2025
Q2 		$185K Sell
15,872
-3,871
-20% -$38.4K ﹤0.01% 993
2025
Q1 		$183K Sell
19,743
-52,423
-73% -$598K ﹤0.01% 1031
2024
Q4 		$856K Sell
72,166
-14,958
-17% -$172K ﹤0.01% 736
2024
Q3 		$806K Buy
87,124
+3,693
+4% +$34.3K ﹤0.01% 766
2024
Q2 		$805K Buy
+83,431
New +$646K ﹤0.01% 779
2016
Q3 		– Sell
-14,700
Closed -$142K – 1081
2016
Q2 		$142K Hold
14,700
– – ﹤0.01% 1058
2016
Q1 		$146K Buy
+14,700
New +$148K ﹤0.01% 1007

Other funds holding LIND

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACMC
Anchor Capital Management Company Raleigh, North Carolina $97M AUM 28.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's LIND Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Lindblad Expeditions (LIND) in Q3 2025, closing a stake of 15,872 shares — an estimated $185K sold.

Jacobs Levy Equity Management first reported a position in LIND in Q1 2016 and held it in 7 quarters. The position peaked at $856K in Q4 2024. 175 funds tracked by Wall St. Rank hold LIND as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Lindblad Expeditions position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,872 Lindblad Expeditions shares in Q3 2025, an estimated $185K.
  • Jacobs Levy Equity Management first reported a position in Lindblad Expeditions in Q1 2016 and held it in 7 quarters.
  • Jacobs Levy Equity Management's Lindblad Expeditions position peaked at $856K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.